🌻
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268部Youtube影片,追蹤數超過9,510的網紅VickyVickyChanChan,也在其Youtube影片中提到,#數位廣告 #廣告業 #社群媒體 #網路行銷 #廣告代理商 #媒體代理商 #公關公司 我相信數位廣告媒體業此時此刻正是時下最火紅的產業 到處都可以聽到人們說 "我在做廣告阿" ➔ 喔喔所以你們都要設計很多圖 那妳一定很會畫畫! "我在做廣告阿" ➔ 喔喔所以你要印那種廣告看板嗎? "我在做廣告阿...
「at digital media」的推薦目錄:
- 關於at digital media 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於at digital media 在 Sharmaine Kwan - Artist Facebook 的最佳貼文
- 關於at digital media 在 Facebook 的最讚貼文
- 關於at digital media 在 VickyVickyChanChan Youtube 的精選貼文
- 關於at digital media 在 SLSMusic Youtube 的精選貼文
- 關於at digital media 在 Ghost Island Media 鬼島之音 Youtube 的精選貼文
- 關於at digital media 在 AT Digital Media - Facebook 的評價
at digital media 在 Sharmaine Kwan - Artist Facebook 的最佳貼文
Only 15 days left till the opening of Digital Art Fair Asia 2021! Stay tuned for more exciting fair highlights and program details to be announced soon! I will be showing some neon artworks, light installation and NFT!✨
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Digital Art Fair Asia Edition 2021 - Hong Kong is the first-ever physical Art Fair in Asia with a focus on immersive art, new media art and NFT Crypto Art, using cutting edge technology such as Virtual Reality, Blockchain and 3D Mapping. The first Digital Art Fair featuring some of the most exciting artwork by renowned international artists.
Visit our exhibition in Hong Kong this September 2021 or via your VR Google anywhere in the world. We look forward to seeing you at our 20,000 sq ft venue in Central, Hong Kong
30th September - 17th October 2021
59 Queen's Road, Central, Hong Kong
at digital media 在 Facebook 的最讚貼文
20 years ago today, the horrific terror attacks on the World Trade Centre in New York City changed the world forever.
The danger to us was nearer than we imagined. We discovered among us a terrorist group that was planning similar attacks on multiple targets here. Fortunately ISD acted in time to prevent this, and subsequent attacks.
The greater threat for multi-racial and multi-religious Singapore was not physical, but whether this would damage our social cohesion. We drew on the trust built up over many years among our different communities and with the Government. Working together, we overcame powerful forces unleashed by the extremist attacks that could have pulled us apart.
The fight against terrorism is far from over. Digital media has allowed extremist ideologies to spread and poison minds. At the same time, our racial harmony is still work in progress. On the 20th anniversary of 9/11, let us resolve to fortify ourselves so that should we ever face another such test one day, we will come through again, stronger, as one united people.
You can read my full commentary (in four languages) here:
English: go.gov.sg/20th-anniversary-9-11
Malay: go.gov.sg/20th-anniversary-9-11-ml
Chinese: go.gov.sg/20th-anniversary-9-11-cl
Tamil: go.gov.sg/20th-anniversary-9-11-tl
– LHL
at digital media 在 VickyVickyChanChan Youtube 的精選貼文
#數位廣告 #廣告業 #社群媒體 #網路行銷 #廣告代理商 #媒體代理商 #公關公司
我相信數位廣告媒體業此時此刻正是時下最火紅的產業 到處都可以聽到人們說
"我在做廣告阿" ➔ 喔喔所以你們都要設計很多圖 那妳一定很會畫畫!
"我在做廣告阿" ➔ 喔喔所以你要印那種廣告看板嗎?
"我在做廣告阿" ➔ 好羨慕 你的那種上班一定很快樂很活潑~
"我在做網路行銷阿" ➔ 蛤 所以是像東x電商那種嗎? 最近很多人在做耶!
"我在做社群媒體阿" ➔ 你是說臉書IG那種嗎? 那要怎麼做啊? 我也想放我的產品!
"我經營粉絲團阿" ➔ 哇真假 所以你有很多粉絲嗎? 可以教我怎麼增粉嗎?
等等等等等太多了 聽到這些回答都覺得 我太難了~~~
大家的回答是否都讓做廣告的你/妳們無限傻眼呢? 甚至就是懶地解釋了 下次直接分享這個影片!
而親朋好友你們聽完後 真的有搞清楚內容是在做什麼嗎? 是不是一知半解有聽沒有懂 反正就這樣 很紅 假裝了解就好! 今天簡單為大家解惑:
今天這影片想提供給以下兩類人:
1) 本身在廣告/數位廣告界的人們 身邊的親人朋友時常問起你的工作 但是總不知道該如何解釋 因為解釋完之後 大家看一起來也是一臉霧沙沙
2) 本身為非相關產業 但是可能公司需要或是想轉行又或者純粹想了解廣告業的工作內容 如何運作 各種關聯等等
希望這支影片對大家有幫助!!
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影片中有提到要把細節放在這裡 以下都是廣告集團國際大品牌 抓出一些重點給大家參考
* 廣告代理商 Advertising Agency
Ogilvy Group 奧美廣告
Mccann 麥肯廣告
Hakuhodo JP 博報堂
Dentsu 台灣電通
Leoburnett 李奧貝納廣告
BBDO 黃禾國際
Publicis 陽獅集團
JWT Wunderman Thompson 智威湯遜
* 媒體代理商 Media Agency
Dentsu - Carat 凱絡媒體
Dentsu - iProspect 安布思沛
Dentsu - Media-Palette 貝立德
Dentsu - isobar 安索帕
Dentsu - Vizeum 偉視捷媒體
Dentsu - AMNET 安納特
Publicis Media - ZenithOptimedia 實力媒體
Publicis Media - Starcom 星傳媒體
Omnicom Media Group - OMD 浩騰媒體
WPP GroupM - Wavemaker = MEC + Maxus 媒體庫
WPP GroupM - Mindshare 傳立媒體
Watch:Fitbit https://www.fitbit.com/global/tw/products/trackers/luxe?sku=422GLPK
Filmed with: Canon g7x mark ii
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CONNECT WITH ME!
Instagram: https://goo.gl/BMpSX7
YouTube: https://goo.gl/6rbLNx
Facebook: https://goo.gl/2EiFfp
Partner with me: vickyvickychannel@gmail.com
![post-title](https://i.ytimg.com/vi/I7056CggsiM/hqdefault.jpg)
at digital media 在 SLSMusic Youtube 的精選貼文
【400,000 Subscribes Special】I played soundtracks from Studio Ghibli written by Joe Hisaihi in a music store located in Taipei. Thank you all for making this happened!
↓ More info down below ↓
💬SLSTalk
Finally, 400K Subscribers. It's been a long way! We're really sorry we couldn't celebrate by doing recital, concert or fans event due to the coronavirus issues. Still, we prepared this special video for you, hope you like it.
I've played them a lot at live streaming, but I rarely do videos for Studio Ghibli Animations. Not because I don't like it, it's just because there were too many covers already on YouTube. So I think this time it's a good opportunity to make it a medley with a different style of video, adding some words I'd like to say to you, hope you like this video.
As many of you might know, maybe it's the change of time, or change of the algorithm, change of YouTube, musicians on YouTube lives much harder than 4 or 5 years ago. We all have to find another way out to keep living. So in the past few month we've been working on streaming platforms, digital albums, and now is the Patreon. It would be really helpful that fans support us with those platforms IF you're able and willing to.
And just to be clear, I won't quit doing music videos even if it keep going worse, because doing these things including performing, recording and editing is one of my personal interest, that's why I started all this in the first place, and that's something never change.
Once again, thanks for all the supporters around the world. We couldn't have done it without you. I don't know how far we can go, but as long as there's audience waiting for me, the music would never stop. No matter what way you choose to support us, we truly appreciate it from the bottom of our hearts.
2021.07.23
SLS
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✨Synthesia Video
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🎥 Cinematographer: 建中
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🥁DONATION
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Special Thanks to【Kinstar 金聲樂器】
https://www.kinstar.com.tw/
🙏THANKS YOU FOR SUPPORTING SLSMusic
🔵Patreon "Grand Piano"
Kater of Glencoe、Lyra Mao、かず K・、阿夜、清艵宮、Mikael Mazareth
🟢Patreon "Piano"
Deemo Harlos、LitGrass Chou、Judy Tseng、風和日麗
🔴YouTube Sponser
交替的白晝與黑夜・阿夜・Chia-Chi Chang・清艵宮・Kater
⏰Song List:
0:16 Merry-Go-Round of Life/人生のメリーゴーランド
1:36 Reprise/ふたたび
2:23 One Summer Day/あの夏へ
3:41 Carrying You/君をのせて
5:06 The Legend of Wind / 風の伝説
7:12 A Town with an Ocean View/海の見える街
■──────────────────■
#ghibli #piano #joehisaishi
![post-title](https://i.ytimg.com/vi/xQYLQQ7sJ_I/hqdefault.jpg)
at digital media 在 Ghost Island Media 鬼島之音 Youtube 的精選貼文
“Democracy is a failure” - that’s the narrative the Chinese Communist Party has been trying to plant over the past year and hopes to take root in international discourse and in the minds of its 1.4 billion citizens. This disinformation has heavy implications for democracy in Taiwan, and it’s never been as serious as it is now.
CCP disinformation methods are detailed in a report issued late last year titled “Deafening Whispers” by Doublethink Lab, a Taiwanese organization whose mission is to strengthen democracy through digital defense. The report has just been made available in English.
This interview was recorded in January 2021 when the Chinese-version of the report was first published.
Online disinformation and influence operations affect offline real-world defense and security. Fake news is a global issue and this is The Taiwan Take. Today’s guest is Dr. Puma Shen (沈伯洋), chairman of Doublethink Lab (台灣民主實驗室) and an assistant professor at National Taipei University.
Deafening Whispers: https://medium.com/doublethinklab/deafening-whispers-f9b1d773f6cd
Today’s episode is hosted by J.R. Wu - Chief of the Secretariat for INDSR (Institute for National Defense and Security Research) in Taiwan. Wu is a former journalist with nearly two decades of media experience in the US and Asia. She has led news bureaus for Reuters and Dow Jones.
Support us on Patreon: http://patreon.com/taiwan
Follow us on Twitter: https://twitter.com/ghostislandme
SHOW CREDIT
JR Wu (Host)
Emily Y. Wu (Producer): https://twitter.com/emilyywu
Alice Yeh (Editing | Researcher)
Music: MB013KF2YKVG19A
A Ghost Island Media production
www.ghostisland.media
![post-title](https://i.ytimg.com/vi/mvXJRYYtKhQ/hqdefault.jpg)
at digital media 在 AT Digital Media - Facebook 的推薦與評價
AT Digital Media, Singapore. 15 likes. AT Digital Media is a Graphic & Website Design Agency. We provide professional design services for. ... <看更多>