🌻
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1607部Youtube影片,追蹤數超過57萬的網紅Fitting Room TW,也在其Youtube影片中提到,Fitting Room TW提供一對一的健身指導 報名連結:https://goo.gl/NX7uNp 想了解本影片相關註解請點下面連結: https://fittingroomtw.blogspot.com/2021/09/23.html 觀看更多翻譯影片請到: http://fittingro...
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- 關於this is it中文 在 蔡佩軒 Ariel Tsai Youtube 的最佳解答
- 關於this is it中文 在 [問題] 關於This Is It正確的中文翻譯- 看板KingofPop - 批踢踢實業坊 的評價
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this is it中文 在 D.A. Facebook 的最讚貼文
-(中文版本往下滑!)
I have keratosis pilaris on my outer arm, it’s a gene problem I suppose.
After searching online, @paulaschoice weightless body treatment 2% BHA has a lot of recommendations, thus I give it a try.
There’s a time that I have some acne on my back, too. Tbh, I think this product works better for acne than keratosis pilaris🤣 be sure not to use it if you have cut on you skin! It hurts 😨! I love the scent, and it accelerates my acnes to scab. I always wash my hand after I apply it, otherwise my hand tends to peel😆 that’s how effective it is!
Do you guys have body acne/ back acne issues?
Let me know in the comments below:)
Wish you all a lovely day!☺️
More pics👉👉👉
-
我的手臂一直都有毛囊角化症的困擾🥲
(好像是基因問題?)
以前背部不太會長痘痘但有一陣子偶爾會跑出一兩顆
至今還不知道原因🤣
於是開始使用看看 #寶拉珍選 2% 水楊酸身體乳
畢竟大名鼎鼎的寶拉大家都聽過吧!
我喜歡它的香味
使用後覺得痘痘的部分會比較快結痂脫落
不過不能在有傷口的時候使用喔!會痛!
每次用手塗完我也都會去洗手畢竟2%的水楊酸還是蠻強力的~
針對消痘疤的部分就比較無感一點
但在消除突起物/顆粒的部分用手觸摸是蠻有感覺的~
你們有身體痘/背痘困擾嗎?
歡迎在留言區和我分享❤️
祝大家有美好的一天~~💕
質地照片👉👉👉
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this is it中文 在 Sarah Chang 張學仁 Facebook 的最佳解答
Shang-Chi Marvel Simu Liu Marvel Studios
Shang-Chi is number ONE at the box-office for the THIRD week in a row! It's made over $300 MILLION worldwide. What a feat in this covid era for any movie, let alone an ASIAN-LED one!
I personally am feeling so inspired from watching Shang-Chi!! I don’t think I’ve ever understood what (Asian) representation feels like until I watched this movie. Being born in and raised in the US, as an Asian-American, I didn’t feel like I belonged. I spent a lot of my childhood living a double life – quiet and reserved at school, and felt much more at home in a Chinese school.
I've trained in Wushu since I was 7 but it wasn’t until I watched Mulan that I got the courage to show people who I really was. I never want my children to feel that way! I love how Shang-Chi the movie represented all of those groups, North American-born Chinese, overseas Chinese, and Asian immigrants as a whole. The characters were so relatable – from the nods to taking off our shoes, to getting scolded about getting married to our most filial friends, to getting scolded about our job choices – and it showed how there is actually someone like me in the writers’ room.
Cheers also for including Indian Americans as Asian-Americans because they are. The action scenes were phenomenal and you could tell the cast really poured their heart into training and preparing for performance. And finally, in the end credits, seeing the first Asian superhero actually stand beside Mr. Wong, Captain Marvel and Dr. Bruce Banner aka The Hulk, just made me realize that, oh man, this is real. This actually happened. Let’s keep these Asian-led blockbusters coming!!
尚氣與十環傳奇已經連續三週票房第一!全球票房收入超過 3 億美元。在新冠病毒的時間點還能有這樣的票房對任何電影來說都是一項壯舉,更不用說是以亞洲文化為主題電影了!
尚氣這部電影讓我受到了很多啟發!!在我看了這部電影之前,我感覺我從來都不知道(亞洲)被再現在大螢幕上的感覺。我在美國出生和長大,作為亞裔美國人,我時常找不到歸屬感。我的童年有很大部分時間都過著雙重生活——在學校安靜又拘謹,而到了中文學校才有家的感覺。我從 7 歲開始練習武術,但直到看到《花木蘭》,我才鼓起勇氣向其他人展現真正的自我。我不希望我的孩子在未來也有這樣的經歷!我喜歡這部電影《尚氣》的原因不只是因為好看,它也代表了所有以下這些群體,北美出生的華人、海外華人和整個亞洲移民。這些角色是如此的具有象徵意義,可以產生共鳴——從點頭到脫鞋、因為嫁給我們最孝順的朋友而被責罵、甚至是被質疑我們的工作選擇——這看得出編劇裡居然也有像我這樣的人,我也為電影將印度裔美國人納入亞裔美國人的一員感到開心。動作場面真的非常壯觀!你可以看出演員們真的全身心地投入到訓練和準備中。最後,可以看到第一個亞洲超級英雄站在王先生、驚奇隊長和布班納博士(綠巨人)旁邊,讓我意識到,天啊,這是真的嗎?我不是在做夢吧。我相信未來一定有更多亞洲文化主導題材的電影!!!
this is it中文 在 Fitting Room TW Youtube 的最讚貼文
Fitting Room TW提供一對一的健身指導
報名連結:https://goo.gl/NX7uNp
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this is it中文 在 Fitting Room TW Youtube 的精選貼文
Fitting Room TW提供一對一的健身指導
報名連結:https://goo.gl/NX7uNp
想了解本影片相關註解請點下面連結:
https://fittingroomtw.blogspot.com/2021/09/blog-post_27.html
觀看更多翻譯影片請到:
http://fittingroomtw.blogspot.tw/
加入臉書粉絲專頁可幫助你取得最新影片:
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this is it中文 在 蔡佩軒 Ariel Tsai Youtube 的最佳解答
BILINGUAL: 中文 CHINESE 00:00|英文 ENGLISH 28:50
Podcast每週四10點一集 👉https://arieltsai.lnk.to/ArielsWhisper_CH
YouTube每週日11點一集👉https://bit.ly/3ucWNiG
上集Sharon的旅遊分享是不是還聽得不過癮啊?去過45個國家的她,在這集分享了南美洲的旅遊經歷,秘魯庫斯克的印加文化讓她印象深刻,智利復活節島是還想再去造訪的地方,但竟然也有讓她再也不想去的城市?!會是哪裡呢?
原來Sharon跟我喜歡的旅行方式不一樣啊?...看來要考慮一下一起旅行了哈哈!
快來聽聽看這一集吧!
節目的最後,送上這首心跳,我們一起stay healthy, stay safe. 希望世界早日回歸正常,大家可以自由旅行!
《心跳》歌曲收聽:https://youtu.be/a7WeuPbgp-0
✨
“Don’t tell me how educated you are, tell me how much you have traveled”. Travelling itself is such a therapeutic process in teaching us how to lose and find ourselves back again. I may not travel 45 countries before 30 like Sharon did, but I am determined to travel and explore more of this world with every opportunity I have.
Continuing the rest of my conversation with Sharon from the previous episode (EP17). So if you haven’t checked it out, don’t miss it and go back to have a listen!
**Song at the end “心跳” (Heartbeat): https://youtu.be/a7WeuPbgp-0
----------------------------------------------------------------------------------
秘密計畫終於公佈:我出書了!
✨📕新書《做好自己喜歡的事,就會閃閃發光》✨
Ariel 蔡佩軒的 3 步驟夢想實踐清單
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this is it中文 在 No photo description available. - Facebook 的推薦與評價
中文 歌詞翻譯--THIS IS IT! 歌:舞田類(CV.榎木淳弥) 作詞:松井洋平作編曲:矢鴇つかさ(Arte Refact) 收錄自「THE IDOLM@STER SideM ORIGIN@L ... ... <看更多>
this is it中文 在 Speechbrain github. To ensure high-quality standards, each ... 的推薦與評價
The model in this example link is not supported: SpeechBrain It seems two ... 接下来,我主要是从github简介入手,做一个中文翻译这样的工作。 multilingual_kws. ... <看更多>
this is it中文 在 [問題] 關於This Is It正確的中文翻譯- 看板KingofPop - 批踢踢實業坊 的推薦與評價
當初知道MJ最後的演唱會叫This is it時
有種很不捨的感覺
印象中這句話很多用法有種最後了的意思
那時我也理所當然的把它解釋成
"就這樣了" 或是 "到此為止"
所以都覺得台灣翻成"未來的未來"很奇怪
這幾天一直又在想
可能MJ想傳達的是驚喜的感覺
所以說不定它其實應該翻作"這就是了"
結果把自己搞糊塗了
查遍網路都找不到答案
不知道有沒有英文學得很道地的版友
能為我解開疑惑
我真的很想知道關於這個演唱會
MJ最初想傳達給我們的訊息是什麼
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