🌻
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/
so do you意思 在 Re: [趣事] Ask reddit 有什麼最佳羞辱是你知道的? - 看板joke 的推薦與評價
雖然前面也有版友試著重翻，
但我還是來翻譯一下吧…
我個人是覺得這種短句的不太能用「翻」的
要理解它的轉折跟爆點
然後找出中文相應的爆句
再用正常中文的語句講出句子來
不然再怎樣都很難好笑…
聽起來也都會很拗口。
以下是我的翻譯
1.
You're hard to ignore, but well worth the effort.
沒人能對你視而不見
但大家都很努力的在嘗試…
2.
Everybody was right about you.
嗯，看來大家罵你的話一點都不過份
3
You are not the dumbest person on the planet but you better hope that he
doesn't die.
你絕對不是世界上最笨的人！
但是你最好祈禱他可以活久一點…
4.
Nothing brightens my day more than your absence.
你一不在，我整個人整天都清爽了
5
i envy people who dont know you
那些不認識你的人… 我真的很羨慕他們
6
I kept having to go back to a hardware store because I kept buying the wrong
part for my project. The old man at the register who’d previously checked me
out said, your twin brother was in here earlier and he didn’t know what he
was doing either.
(這我就不翻了)
7
Do you have to whistle while you take a shit so you know which end to wipe
你擦屁股的時候，
是不是都要先吹個口哨確定一下哪邊是屁股哪邊是嘴？
8
If you ate your make up, maybe you'd be beautiful on the inside.
妳要不要吃一點化妝品？
看能不能至少有一些內在美…
9
you should carry around a potted plant to make up for the air you waste
你要不要考慮種個盆栽
彌補一下你浪費掉的氧氣？
10
You are the human equivalent of a pop up ad
如果網頁的彈跳廣告可以被擬人化的話
大概就長得像你這樣吧
11
God sure ruined a perfectly good asshole when he put teeth in your mouth.
可惜上帝給你長了牙齒
不然你就是個完美的塞康(台語)了
12
To an Italian: Your mother's pasta sauce is store bought and you know it!
給台南人：
你媽說煮的茶葉蛋其實根本是小7買的
你早就知道只是你根本吃不出來
13
If your brains were dynamite, there wouldn't be enough to blow your hat off.
如果你的腦袋瓜是炸藥的話
那大概連你戴的帽子都炸不走吧
14
If ignorance is bliss you're a walking orgasm
如果說無知是一種幸福
你大概會馬上高潮吧
15
You’re not even smart enough to realize how dumb you are.
你真的是蠢到都不知道自己蠢
16
You're like the end pieces of a loaf of bread, everyone touches you but
nobody wants you.
你就像吐司的第一片
大家都是把你撥開然後去拿第二片
17
You are the reason toothpaste needs instructions.
就是有你這種人
才會連牙膏都要附使用說明書
18
Your grades say “marry rich”, but your looks say “keep studying.”
你的成績 看起來像是可以輟學嫁富二代
可是妳的臉看起來像是叫妳用功讀書…
19
If this was a game and you died, you would drop common loot
如果人生是一場遊戲
你死掉時大概也就掉普裝吧
20
Your birth certificate is an apology letter from the condom company.
你的出生證明
用保險套公司的道歉聲明就夠了…
21
I bet your parents change the subject when their friends ask about you.
親戚朋友問到你的時候，
我想你爸媽一定都直接轉移話題吧
22
If you were any more inbred you’d be a sandwich
你再土一點
就可以直接做成吐司三明治了
(sorry這個真的太難XD)
23
Somewhere there is a tree that its sole purpose is to replace the oxygen you
waste, go find it and apologize
這世界上有那麼一棵樹
它存在的意義就是去補足被你浪費掉的氧氣
你最好去找到它然後跟他說對不起
24
25
You just lost an excellent opportunity to keep your mouth shut.
你剛錯失了一個閉嘴的好機會
26
You've only got 2 brain cells and they are both fighting for 3rd place
如果你的腦細胞只有1號跟2號兩個，他們大概在吵誰才是第三名..
27
You’re not pretty enough to be this stupid.
你的外貌還撐不起你的低能…
28
I only take criticism from people I would go to for advice.
(這原文就沒什麼爆點…就不翻了)
--
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