🌻
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518部Youtube影片,追蹤數超過11萬的網紅Lukas Engström,也在其Youtube影片中提到,The first 1,000 people to use this link will get a 1 month free trial of Skillshare: https://skl.sh/lukasengstrm09211 Do you want to see MORE videos ...
services中文 在 Facebook 的最讚貼文
漢聲廣播電台「fb新鮮事」節目
李基銘主持人
本集主題:「寫給Alaska 的」介紹
訪問作者:陳乙緁
內容簡介
以跨越時空的旅遊概念,重新想像各種關於生命
失去,與愛的詩與散文。
散文以阿拉斯加為一個空間和意象,指涉一種遙遠的過去,已故,失去的人事物。文字在詩與散文間,寒冷的意象與炙熱的溫度間協調,生命中的瞬間與永恆中互轉,千百種愛的絮語寫給每一個還在尋找永恆的人。全文以五個章節貫穿:自然、空間、臉譜、神話、敘事,綿密交織。自然的章節中,在四季,與各種自然景觀中做各種情與景的對話與想像。空間則結合了實際建築,場景,抽象的畫框,與圖書館,由抽象的概念探討美學,生死等人生議題,及創造實驗劇場式場景的故事。臉譜紀錄,平凡日常中的人物側寫,從最親的親人,到街頭藝人。神話的章節中,文字結合寫實與神話故事,敘事的章節則以圖像,意象,散文,詩,劇情去實踐各種敘事學的可能性。
以旅人的心境,描繪人生途中不同時空與階段下各式風景,或過去,或未來,或異地,或故鄉。文中探討失去,死亡,和愛情在生命中與存在的意義。愛情可以如龍捲風般,偶遇可以在雪地,戀人在月光下卻幻做一隻貓,人魚成了走不進禮堂的新娘,從中世紀古老建築到博物館畫框,從舞曲到焦糖瑪奇朵,文中不斷協調的是對遠方的思念,與人我間情感的距離,一如小步舞曲。主詞是祂你我他她牠它,走在人生中不同季節,透過對自然觀察、旅行、文學、美術、舞蹈、音樂、詩歌和神話的描繪下,重新對生命,愛與追尋重新思考與定義。
篇章是瞬間,亦為永恆,有遺憾,卻留有更多的空白,魔法和愛。透過文字,冰山融化了,瀰漫在空氣中的是一如紫丁香般的記憶,香草般的歡喜,與藝術與文學對生命美的啟發。因為書寫,所以,愛存在。
作者簡介:陳乙緁
喜愛旅遊、閱讀、美食、戲劇、表演藝術、跨文化議題。於美國印第安納大學取得比較文學博士後於愛荷華古寧學院及馬里蘭聖瑪麗學院任教,以及於華府的Liberty Language Services擔任口譯。文章散見於《世界日報》和《華府每日新聞》,並於2016年出版《記憶零度C》散文集。
作者粉絲頁: Claire Chen 陳乙緁
👇YouTube頻道,可以收看👇
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👇請支持六個粉絲頁👇
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services中文 在 浩爾譯世界 Facebook 的最讚貼文
英文寫作新專欄登場!
從這週開始訓練你 #中翻英焦點閱讀法🎯
謝謝來自澳洲的 Alex 老師犀利好文筆
快來讀讀,累積寫作功力,一起升級
前幾天 #全球串連早安新聞 香港聽友上來分享的大消息
大科技公司提出可能撤出香港!超級重大,Alex 老師就是這麼勇猛
在他的課堂要用英文討論這題目
衛報標題
Google, Facebook and other tech companies threaten to quit Hong Kong over privacy law
Alex 老師的課超有趣、燒腦、挑戰!
每週寫分析,下次上課就針對熱點議題練英文口說
讓很多自覺英文不錯的同學發現不足之處
不斷學習更精鍊的表達方式,提升、進步
我覺得非常適合英文不錯,但 #聊到深入議題容易卡住 的學習者
想要把英文從「堪稱流利」
升級到「談笑風生,什麼都能聊」
就應該到 Alex 的課練練!
好,因為我知道直接給你們看老師的全英文你們會滑掉
所以我設計了個中翻英焦點閱讀法
讓你們遊戲化,從閱讀中抓取實用 expressions
是不是用心良苦XD
來試試,以下每句引號裡的「中文」是題目
而答案就在 Alex 寫的英文中,找到學起來!
留言區就是作答欄,直接寫出來,寫錯我會挑出來~
不寫出來,自己學錯,我也檢查不到囉(汗)
-
開始:
「為公共利益設想」
Do corporations usually act in the interests of the public, or do they act purely to protect their profits?
「撤出香港」
That is one of the questions that should be considered in the latest threats from big tech companies to pull out of Hong Kong, and thus possibly leave China altogether.
「根據多家報紙的說法」「表面上」(提示:頗進階的副詞)
According to the accounts offered by various newspapers, an industry body known as the Asia Internet Coalition, which represents big technology companies such as Google, Apple, Twitter and Facebook, has indicated that their members will withdraw services from Hong Kong, ostensibly because they do not agree with the terms of new privacy laws being proposed there.
「此舉是為支持」「反對中國對自由的箝制」
To some commentators, it seems as though this action is being undertaken in support of a more open and free internet, and in defiance of China’s crackdown on freedoms in the territory.
「明確為了香港人民的利益」
But is this really a decision made by tech companies in the interests of the people of Hong Kong specifically, and the internet in general?
-
準備好作答了嗎?我在留言區等你
(選一題就好了XD)
Alex 老師這社論等級的文筆,大家應該學到很多吧!我自己也是
下週一晚上他的課程就是用這素材更深入練英文口說
如果你一直以來嚮往講英文也可以跟中文一樣靈活
就是要上這樣的課啦!
別再找家教陪你聊天了(那只是維持,不是進步。現在既然可以進步,為什麼只求維持?不進則退就是殘酷現實。)
每堂課都討論最新國際時事
學習 50 個 #進階單字
還有 #糾正發音 與 #文法錯誤
(我知道很多人想要這個!我自己就是,我懂你們。)
歡迎揪朋友一起加入!
【里茲螞蟻 Alex 應用英文班】
上課時間:每週一晚上(報名請注意梯次時段)
- 第1梯 (18:00-20:00)
8/2-9/27 [9/20 停課]
報名連結:https://lihi1.cc/Te8XY
- 第2梯 (20:10-22:10)
8/2-9/27 [9/20 停課]
報名連結:https://lihi1.cc/VHS1N
若對單堂付費有興趣
歡迎正式來信至 service@leedsmayi.com.co
#批判性思考練起來
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services中文 在 Lukas Engström Youtube 的精選貼文
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Please also follow me on:
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Line ID: @redi
Email: contact@lukasengstrom.com
The following is the gear I’m using when making my videos. I’m part of Amazon Services LLC Associates Program which means that I will get a small commission if you purchase anything via my links. Any commission I’ll be getting will go straight back into buying new gear for my future videos, so any kind of support is highly appreciated!
Cameras:
Canon EOS R (main camera): https://amzn.to/3fCbINR
Canon M50 (B-cam): https://amzn.to/2Tf998r
Insta360 One X 2 (Best 360 camera): https://www.insta360.com/sal/one_x2?insrc=INRAIR0
Insta 360 One R (Best 360/action cam combo): https://www.insta360.com/sal/one_r?insrc=INRAIR0
Lenses:
Canon RF 15-35mm F2.8 L IS USM: https://amzn.to/3o4N8YZ
Canon RF 24-70mm F2.8 L IS USM: https://amzn.to/34RDy1V
Canon EF 24mm f/1.4L II USM: https://amzn.to/2O0a62Y
Canon EF 50mm f/1.8 STM https://amzn.to/2O5DJA0
Canon EF-S 10-18mm f/4.5-5.6 IS STM: https://amzn.to/2X88oR7
Studio equipment:
2x Rode NT2A Microphone set: https://amzn.to/3fBoOuK
Ninja V recorder: https://amzn.to/36azTzR
SanDisk Ultra 3D 1TB SSD: https://amzn.to/36f1pfH
SanDisk Ultra 3D 2TB SSD: https://amzn.to/3fErckb
DJI:
Drone: DJI Mavic 2 Zoom: https://amzn.to/2Sak4CX
Mavic 2 Fly More Kit: https://amzn.to/2TlpLLT
Gimbal: DJI Ronin-S Handheld 3-Axis: https://amzn.to/2NG4L20
Other:
Microphone: RØDE VideoMic Pro+: https://amzn.to/2Tg9mbx
2x SanDisk Extreme Pro Memory Card (128GB): https://amzn.to/2Oi0CQX
Bag: Lowepro ProTactic BP 450 AW II:https://amzn.to/2NDbCsN
Canon EOS M Mount Adapter: https://amzn.to/2O1jH9I
Canon EF-EOS R Mount Adapter: https://amzn.to/2NDak0V
JOBY Gorillapod 3K: https://amzn.to/2S3GQfR
ADATA SD600Q SSD (240GB): https://amzn.to/2Wp28Tf
ADATA D8000L LED Power Bank: https://amzn.to/34MrlLY
Transcend ESD240C Portable SSD (480GB): https://amzn.to/2X5L7xW
Transcend ESD350C Portable SSD (480GB): https://amzn.to/32LBzeg
Transcend StoreJet 25MC HDD (1TB): https://amzn.to/2KekmUd
Transcend 128GB microSD: https://amzn.to/2tCkOmw
MacBook Pro 16”: https://amzn.to/3fElb77 Asus VP28UQG 28" 4K/UHD monitor: https://amzn.to/2CE5eeI
services中文 在 Lukas Engström Youtube 的最佳解答
Huge thank you to @lifeintaiwan and https://www.youtube.com/c/annieaiyo for joining this video podcast talking about everything from teaching in the US, raising kids in South Africa and being recognized in Taiwan!
#Podcast #外國人介紹台灣 #HotOnes
Do you want to see MORE videos like this one?
Please consider joining my YouTube channel to get access to exclusive perks and also support me as all my income will go directly back into the channel: https://www.youtube.com/channel/UCJQ4cxWeJk2eM4vVRRC9cbg/join
Don't forget to also check out the Lukas in Taiwan podcast:
Apple Podcasts:
https://podcasts.apple.com/us/podcast/lukas-in-taiwan-外國人介紹台灣/id1577985574
Spotify:
https://open.spotify.com/show/7mNfSG9wMVEP1NTI33scky?si=WhTOsIYDQv2oYQ6TRQKLzw&dl_branch=1
Please note that my Patreon now is inactive, but that you are welcome to support me there as well if my YouTube membership is not enough: https://www.patreon.com/LukasEngstrom
Please also follow me on:
Facebook: www.facebook.com/LukasTaiwan
Instagram: www.instagram.com/LukasEngstrom
If you want to send my something that might be shown in a future video, please send it to:
ATT: Lukas
RM. 2, 6F., NO.201, FUHE RD.,
YONGHE DIST., NEW TAIPEI CITY 23450,
TAIWAN (R.O.C.)
Business inquiries:
中文/English
創作者經紀人/Contact person: - Maggie
Line ID: @redi
Email: contact@lukasengstrom.com
The following is the gear I’m using when making my videos. I’m part of Amazon Services LLC Associates Program which means that I will get a small commission if you purchase anything via my links. Any commission I’ll be getting will go straight back into buying new gear for my future videos, so any kind of support is highly appreciated!
Cameras:
Canon EOS R (main camera): https://amzn.to/3fCbINR
Canon M50 (B-cam): https://amzn.to/2Tf998r
Insta360 One X 2 (Best 360 camera): https://www.insta360.com/sal/one_x2?insrc=INRAIR0
Insta 360 One R (Best 360/action cam combo): https://www.insta360.com/sal/one_r?insrc=INRAIR0
Lenses:
Canon RF 15-35mm F2.8 L IS USM: https://amzn.to/3o4N8YZ
Canon RF 24-70mm F2.8 L IS USM: https://amzn.to/34RDy1V
Canon EF 24mm f/1.4L II USM: https://amzn.to/2O0a62Y
Canon EF 50mm f/1.8 STM https://amzn.to/2O5DJA0
Canon EF-S 10-18mm f/4.5-5.6 IS STM: https://amzn.to/2X88oR7
Studio equipment:
2x Rode NT2A Microphone set: https://amzn.to/3fBoOuK
Ninja V recorder: https://amzn.to/36azTzR
SanDisk Ultra 3D 1TB SSD: https://amzn.to/36f1pfH
SanDisk Ultra 3D 2TB SSD: https://amzn.to/3fErckb
DJI:
Drone: DJI Mavic 2 Zoom: https://amzn.to/2Sak4CX
Mavic 2 Fly More Kit: https://amzn.to/2TlpLLT
Gimbal: DJI Ronin-S Handheld 3-Axis: https://amzn.to/2NG4L20
Other:
Microphone: RØDE VideoMic Pro+: https://amzn.to/2Tg9mbx
2x SanDisk Extreme Pro Memory Card (128GB): https://amzn.to/2Oi0CQX
Bag: Lowepro ProTactic BP 450 AW II:https://amzn.to/2NDbCsN
Canon EOS M Mount Adapter: https://amzn.to/2O1jH9I
Canon EF-EOS R Mount Adapter: https://amzn.to/2NDak0V
JOBY Gorillapod 3K: https://amzn.to/2S3GQfR
ADATA SD600Q SSD (240GB): https://amzn.to/2Wp28Tf
ADATA D8000L LED Power Bank: https://amzn.to/34MrlLY
Transcend ESD240C Portable SSD (480GB): https://amzn.to/2X5L7xW
Transcend ESD350C Portable SSD (480GB): https://amzn.to/32LBzeg
Transcend StoreJet 25MC HDD (1TB): https://amzn.to/2KekmUd
Transcend 128GB microSD: https://amzn.to/2tCkOmw
MacBook Pro 16”: https://amzn.to/3fElb77 Asus VP28UQG 28" 4K/UHD monitor: https://amzn.to/2CE5eeI
services中文 在 services中文, services是什麼意思:部門… - 查查在線詞典 的相關結果
"service" 中文翻譯: n. 1.服務;工作;公務;職務;事務;業務;行政部門( ... "it services" 中文翻譯: 服務; "s services" 中文翻譯: 文件事務 ... ... <看更多>
services中文 在 services 的中文翻譯| 英漢字典 的相關結果
services /s'ɚvəsəz/ /s'ɚvɪsɪz/ 共發現2 筆關於[services] 的資料(解釋內文之英文單字均可再點入查詢) 來源(1): Network Terminology [netterm] ... <看更多>
services中文 在 service中文(繁體)翻譯:劍橋詞典 的相關結果
We stopped at the services to get fuel. 我們在服務站停下來加油。 更多範例. the intelligence service; the probation service; the British secret service ... ... <看更多>