🌻
美國聯準會(Fed)在美東時間22日下午2時(台灣23日凌晨2時)宣布利率維持在趨近零的水準,但暗示升息可能會比預期來得快一些,同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示,這家社交媒體巨頭心知肚明,其平台會傷害用戶,而且是以該公司常常完全了解的方式造成傷害。目前,全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安:據《華爾街日報》報導,Facebook的內部研究顯示,在報告稱有過自殺念頭的青少年中當中,有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統,也就是內部系統中的VIP名單,數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統,即使發布明顯的不當內容,也不會立即被刪除。《衛報》報導,Facebook的獨立監督委員會表示,在閱讀該篇報導後,決定要審查XCheck系統,並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
同時也有86部Youtube影片,追蹤數超過803的網紅樂筆 x 日光實驗室,也在其Youtube影片中提到,歡迎光臨~我是樂筆! 我有一個單身27年的朋友,每天嚷嚷著想結婚,但既然這麼想結婚,為什麼從來沒交過女朋友呢?這天終於邀請他來上節目分享這些年間他是如何保守自己、預備自己、認識自己的~(但真心祝福幼稚的他可以變得符合實際年齡些) 你怎麼看待單身呢?會不會有點害怕、有點著急?有時候覺得自由自在,但...
only if意思 在 Facebook 的最讚貼文
最好的自己不在未來,就在現在。
認真回想,以前我好像在每一段關係中都是在扮演某一個角色,不由自主的在為每個對象做調整。不只有在戀愛上,有時候可能跟朋友、工作夥伴都是,尤其是在前輩面前,常常我都會本能反應似的改變自己。聲音要甜一點嗎?笑話要低級一點嗎?從穿衣服就可以看出,我今天是要跟誰吃飯。雖然是微調,但透露出了一件事,我好像不夠喜歡真正的自己,所以才會擔心大家也不會喜歡真正的我。我告訴自己即使累,但如果持續努力,有一天就能變成大家都喜歡的Lara。
久而久之我和世界的相處模式只有「由外到內」,會依照別人對我的反應去斷定我的下一步。大家會覺得我很好相處,我卻越來越不快樂。現在我慢慢開始懂了,原來我把順序弄反了。我該優先處理的是自己內心的感受,其他人買不買單,其實跟你一點關係都沒有。就像找另外一半,如果我跟夢中情人在一起,但我根本無法在他面前做自己,最後還是會走不下去。
我現在33歲,So What? 終於懂,「當下的自己」才是人生時間軸上最重要的!
對了,有人好奇這次「{}」的意思嗎?簡單說是「大括號」,在數學運算式中稱作「空集合」。數學不好的人就想像一個清空的行李箱吧。「空」不是無,而是無限可能。括號還有另外一個更好懂的意思,就是「優先處理」。將過去整理過後的自己,回歸純粹,態度成熟自信!(失戀後重新出發的人應該很有感觸吧!🤣)
Your best self is not in the future, but in the Now.
Looking back, I seem to have been playing a role in almost every relationship I was ever in. I'm not just talking about romantic relationships. Whether it was with friends or colleagues (especially seniors), I would modify myself almost instinctively. Should my voice be sweeter? My jokes dirtier? If you wanted to know who I was eating with that day, all you had to do was look at the clothes I was wearing.
The changes were subtle, but they still reflected a truth: I didn’t feel like the real me was enough so I was worried that other people would also find her lacking. I told myself that if I just kept working at it, I would someday become a version of Lara that everyone accepted.
Eventually I only knew how to get my cues from the external world. I would always base my next step on feedback I got from others. Most people considered me easy to get along with, but I grew more and more unhappy.
I think I had it all wrong. My first priority should have been listening to my inner voice. Whether or not other people agree with it is not in my control nor of my concern. Take looking for a partner. Even if I found the person of my dreams, it would never last if I couldn’t be myself around them.
I am 33 years old. So What? I finally understand that "the present self" is the most important thing on the timeline of life! It’s time to prioritize me!
By the way, is anyone curious about the meaning of "{}" this time? Besides the more commonly known representation of parentheses as prioritization, these curly brackets are called “the empty set”. The empty what? If like me, math is not your strongest suit, think of it as an empty suitcase. "Empty" doesn’t mean nothing, but infinite possibilities! What will you fill your life with this time?
2021全新專輯《來者何人{}》
數位收聽:https://LaraLiang.lnk.to/DearYou2
<再也沒有你> 陳勢安 Andrew Tan
數位收聽:https://kkbox.fm/Iss26l
#Lara梁心頤2021全新專輯二部曲 #來者何人{} 全球發行
#再也沒有你 #NoMoreU #SoWhat30
only if意思 在 Hapa Eikaiwa Facebook 的精選貼文
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相手のオファーに乗り気で応じるなら
=================================
相手の提案に大いに賛成する時や、何かしらの誘いを快く受け入れる時に、ネイティブが「I'm up for it」や「I'm down」などと言っていることを耳にしたことがありせんか?このように「大賛成」を意味する英表現は、山のようにあるのですが、今日は「I'm up for it」と「I'm down」の2つの表現について触れてみようと思います。ネイティブの日常会話では頻繁に口にする表現なので、それぞれの意味と用法をしっかり身につけておきましょう!
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1) I'm up for it/that!
→「〜しましょう / やりましょう / 行きましょう!」
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何かしらの提案や誘いなど、相手の申し入れに対して、「いいね!」や「是非やりましょう!」のように肯定的な返事をする時によく使われる表現です。乗り気で前向きな意思表示になります。例えば、友達に「Do you want to go surfing tomorrow?(明日、サーフィン行かない?)」と聞かれたら、「I'm up for that!(いいね。行きましょう!)」という具合に使います。
✔「I'm not up for _____.」→「〜したくない・する気分ではない」
✔「Are you up for _____?」→「〜はどう?・したいですか?」
✔「_____, if you're up for it. / If you're up for it, _____」→「もし〜したい気分なら〜」
<例文>
I'm up for bungee jumping. I've always wanted to try it.
(バンジージャンプやりたい!前からずってやってみたかったんだよね。)
We're going to a yakitori joint tonight if you're up for it.
(今夜、焼き鳥を食べに行くねんけど、もしよかったら一緒にどない?)
I'm definitely not up for clubbing. I'm staying in tonight.
(全然クラブへ行く気分じゃない。今夜は家にいるよ。)
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2) I'm down!
→「〜しましょう / やりましょう / 行きましょう!」
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この「I'm down」という言い回しは、上記の「I'm up for it/that」と意味も用法も全く同じなのですが、どちらかというとアメリカ人(特にカリフォルニア)の若者がよく使っています。例えば、「Do you want to go surfing tomorrow?」の質問に対し、カリフォルニアの若者は「I'm down, dude.(いいね。行こうぜ!)」と返事をすることが多々あります。
✔「I'm down to _____」→「〜をしたい・やりたい」(“for”でなく“to”なので注意)
✔「Are you down to _____?」→「〜はどう?・したい?」
✔「_____, if you're down. / If you're down, _____」 → 「もし〜したい気分なら〜」
<例文>
All-you-can-drink for only 1,500 yen? I'm down! Let's get that.
(飲み放題がたったの1,500円!?いいね!それにしよう!)
I'm down to go karaoke tonight. Which one are you going to?
(うん、カラオケに行きたい。どこのカラオケに行くの?)
I'm thinking about ordering the raw chicken. Are you guys down to try it?
(鳥刺しを注文しよう思ってるんやけど、みんなも食べてみーひん?)
ブログ記事URL:https://hapaeikaiwa.com/?p=11505
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無料メルマガ『1日1フレーズ!生英語』配信中!
通勤・通学などのちょとした合間を利用して英語が学べるメルマガ『1日1フレーズ!生英語』を平日の毎朝6時に配信中!ただ単にフレーズを紹介しているだけではなく、音声を使った学習プロセスが組み込まれているので、メルマガを読むこと自体が学習方法!
https://hapaeikaiwa.com/mailmagazine/
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only if意思 在 樂筆 x 日光實驗室 Youtube 的最佳解答
歡迎光臨~我是樂筆!
我有一個單身27年的朋友,每天嚷嚷著想結婚,但既然這麼想結婚,為什麼從來沒交過女朋友呢?這天終於邀請他來上節目分享這些年間他是如何保守自己、預備自己、認識自己的~(但真心祝福幼稚的他可以變得符合實際年齡些)
你怎麼看待單身呢?會不會有點害怕、有點著急?有時候覺得自由自在,但有時候又忍不住懷疑自己的價值?單身不代表你不好,只是屬於你的季節尚未到來,不論單身或進入關係,你永遠值得被愛!趁著單身,趕快KO人生的各樣待辦事項,修正自己生命的bug!願每個人都成熟的進到關係中,成為祝福並且建立美好的家庭。
最後,跟聽眾說聲抱歉!不好意思我們平常太熟所以節目裡面講太多幹話,非常很努力才把它們修掉,所以時長只剩下30分鐘😂😂😂
註:基督徒數據王們應該有發現老易說撒拉99歲生以撒,是錯的!以撒在撒拉90歲、亞伯拉罕100歲時出生!這段老易口誤,懇請他的組員、朋友、粉絲(?)與未來老婆不要懷疑他的專業度(嗯,我被逼迫加上這段)。
創世紀17:19你妻子撒拉要給你生一個兒子,你要給他起名叫以撒,我要與他堅定所立的約,作他後裔永遠的約。
Welcome to Sunlight!
My friend, single for 27 years, is always yelling that he wants to get married. Why he never gets a girlfriend although he wants to get married? Finally I ask him to share how he keeps himself, prepares himself and knows himself these years~(Wish him meets the actual age)
What do you think about singledom? Are you a little afraid of or anxious? Sometimes you feel free but sometimes feel worthless? Being single doesn’t mean you’re not good enough, instead, meaning that it’s not quite ready yet. No matter you’re single or not, you’re always worthy of love! Get your to-do list down ASAP when you’re single, and “debug” your life! Hope you guys become mature first and then take off the single, bless others and found families.
Lastly, I’m sorry! Because we’re so familiar that we talk trash too much. I’m trying hard to delete so there are only 30 minutes left in the episode. 😂😂😂
Note: If you’re Christians, you may find that Ethan is wrong for saying “Sarah bore Isaac when she was 99 years old.” Isaac was born when Sarah was 90 years old and Abraham was 100 years old. It’s a slip of the tongue. Hope his group members, friends, fans(?) and the wife in the future believe his professionalism(Well, I’m forced to add it.)
Genesis 17:19 King James Bible
And God said, Sarah thy wife shall bear thee a son indeed; and thou shalt call his name Isaac: and I will establish my covenant with him for an everlasting covenant, and with his seed after him.
📁節目收聽方式:
Apple Podcast、KKBOX、Spotify 🔍歡迎光臨
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✒️Facebook:https://www.facebook.com/sunlightpen007/
✒️Instagram:https://www.instagram.com/sunlight007_/
✒️合作邀約:hisunlight007@gmail.com
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主持人兼編輯 Host/Editor/:樂筆
剪接師 Sound Editor:Papa.H
翻譯 Translator:Youli
![post-title](https://i.ytimg.com/vi/BtYBQv5RXqE/hqdefault.jpg?sqp=-oaymwEbCKgBEF5IVfKriqkDDggBFQAAiEIYAXABwAEG&rs=AOn4CLBwm8Hvpnr88EaRiwDg4x-cMJCbsw)
only if意思 在 祖寧 Youtube 的最佳貼文
《機智的醫生生活》由《請回答系列》申元浩導演以及李祐汀作家合作製作,由曹政奭、柳演錫、鄭敬淏、金大明、田美都主演,首季就獲得網上一致好評,以醫生日常展開一系列的故事。
本片文章版:https://ningspotlight.com/?p=1480
#機智醫生生活2 #曹政奭 #田美都
🔖各節看點
00:00 機智醫生生活2 EP10解析
00:08 頌和的赤足有意思
01:39 B104頌和的小天地
04:23 頌和送給安治弘的禮物寓意
04:53 燃燒生命的恐龍稜線
06:00 1988小彩蛋
06:36 生命追求共存
07:35 冬天的心房分鏡解析
08:26 新西遊記羅PD來了
09:07 大熊去美國?
10:23 翊晙出事了?
📺本集為劇光燈系列
專講戲劇的單元,如果你和我一樣喜歡戲劇
那就不要猶豫按下訂閱了!開啟小鈴鐺不錯過任何戲劇新片吧!
✦記得訂閱我的頻道✦
✦祖寧 IG搜尋 / ning_twins0125
https://www.instagram.com/ning_twins0125
✦合作邀約請來信:twinszuning@gmail.com
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✦加入LINE官方帳號,立刻收到影片推播:https://lin.ee/4StYEV9
📌封面圖自TvN:http://program.tving.com/tvn/doctorlife2
📌《機智醫生生活》為由EGG IS COMING製作,並由TvN播出。
👉本影片以評論、研究精緻影集藝術為主,影片中所有繪製圖片皆描圖自影劇畫面,僅供呈現解說之用,本影片不以濃縮劇情販賣原劇劇情為目的,僅希望能透過解析讓觀眾更理解作品美好之處,若有侵犯版權之疑慮,請來信聯絡:twinszuning@gmail.com
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All videos on my channel are only used for commentary.Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favour of fair use.
If you are the original owner and want me to remove the video, I will do it immediately, just send me an email to inform me. Please do not resort to any unnecessary copyright strikes.
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이 유튜브 채널을 결코 패스트 영화 만드는 것이 아니에요.드라마를 평론하고 분석하는 것을 목표로 해요. 이 비유튜브 채널을 공정한 사용을 위한 것이며 저작권을 침해하려는 의도가 아니다.
1976년 저작권법 제107조에 따라, 비평, 논평, 뉴스 보도, 교수, 장학금, 연구 등의 목적으로 사용될 때 허락된다. 공정한 사용은 저작권법에 의해 허용된 사용이며 그렇지 않을 경우 침해될 수 있다. 비영리적, 교육적 또는 개인적 용도는 공정한 사용을 위해 균형에 도움이 된다.
![post-title](https://i.ytimg.com/vi/rPZfHZEA4Hg/hqdefault.jpg)
only if意思 在 祖寧 Youtube 的最讚貼文
《機智的醫生生活》由《請回答系列》申元浩導演以及李祐汀作家合作製作,由曹政奭、柳演錫、鄭敬淏、金大明、田美都主演,首季就獲得網上一致好評,以醫生日常展開一系列的故事。
📌【特別說明】
《機醫》系列會慢慢重新上架,之前因為一些問題BYEBYE了,大家願意的話再幫我看一遍吧!!
🥕本集文章版:https://ningspotlight.com/?p=1191
車牌解析法來源:https://youtu.be/WggIlSuYMdc
유노인의 드라마 리뷰|YT頻道:https://www.youtube.com/channel/UCylUXmjDZspHUxmeQ1MsEiA
#機智醫生生活2 #曹政奭 #田美都
🔖各節看點
00:00 機智醫生生活2第五集
00:15 碩亨與前妻的正式道別
01:51 小熊的大哉問
04:01 碩亨打開心房分鏡解析
06:12 未公開片段透翊晙真不知道
07:19 致敬藍色生死戀
08:03 鴿子CP一年不見
11:19 老朋友還是情人
12:18 人生的最後好好活著
13:06 成東鎰又來了
13:23 雛菊什麼意思
14:17 跳過一年
📺本集為劇光燈系列
專講戲劇的單元,如果你和我一樣喜歡戲劇
那就不要猶豫按下訂閱了!開啟小鈴鐺不錯過任何戲劇新片吧!
✦記得訂閱我的頻道✦
✦祖寧 IG搜尋 / ning_twins0125
https://www.instagram.com/ning_twins0125
✦合作邀約請來信:twinszuning@gmail.com
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📌封面圖自TvN:http://program.tving.com/tvn/doctorlife2
📌《機智醫生生活》為由EGG IS COMING製作,並由TvN播出。
👉本影片以評論、研究精緻影集藝術為主,影片中所有繪製圖片皆描圖自影劇畫面,僅供呈現解說之用,本影片不以濃縮劇情販賣原劇劇情為目的,僅希望能透過解析讓觀眾更理解作品美好之處,若有侵犯版權之疑慮,請來信聯絡:twinszuning@gmail.com
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All videos on my channel are only used for commentary.Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favour of fair use.
If you are the original owner and want me to remove the video, I will do it immediately, just send me an email to inform me. Please do not resort to any unnecessary copyright strikes.
/
이 유튜브 채널을 결코 패스트 영화 만드는 것이 아니에요.드라마를 평론하고 분석하는 것을 목표로 해요. 이 비유튜브 채널을 공정한 사용을 위한 것이며 저작권을 침해하려는 의도가 아니다.
1976년 저작권법 제107조에 따라, 비평, 논평, 뉴스 보도, 교수, 장학금, 연구 등의 목적으로 사용될 때 허락된다. 공정한 사용은 저작권법에 의해 허용된 사용이며 그렇지 않을 경우 침해될 수 있다. 비영리적, 교육적 또는 개인적 용도는 공정한 사용을 위해 균형에 도움이 된다.
![post-title](https://i.ytimg.com/vi/1OVtHjotfNA/hqdefault.jpg)