🌻
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/
remain as 中文 在 Eric's English Lounge Facebook 的最讚貼文
[時事英文] It’s not an air purifier.
這不是空氣清淨機…
今天的時事新聞比較輕鬆一點 🙂
★★★★★★★★★★★★
《Taiwan News》
On Nov. 21, a Taiwanese Facebook user who lists himself as Jin Wu, wrote that he had purchased a PS5 from a reseller the previous day. He said that after agreeing to pick up the device in person, he called the reseller's number, and a woman answered the phone.
1. list (v.) 列於表上
2. purchase…from… 從…購賣...
3. reseller 轉售者
4. device 裝置,器械
5. in person 親自做某事
11月21日,一位自稱吳建均的臺灣臉書用戶發文表示,前一天他由轉售者處購買了一台PS5。他表示,在同意面交取貨後,他撥打了該賣家的電話,是一名女性接聽了電話。
★★★★★★★★★★★★
Wu said that when he spoke to the woman about the console, she sounded like someone who does not frequently play video games. He also marveled at the remarkably low price tag for the new device, cheaper than any others he had seen.
6. game console 遊戲機
7. marvel at 驚嘆於
8. the remarkably low price tag 超低價格*
吳先生表示,當他和這位女性談論那台遊戲機,她聽起來像是不常玩電子遊戲的人。他還驚歎於這台新的遊戲裝置如此低價,比他看到的都要便宜。
*price tag (n.):(掛在商品上的)價格標籤;價格
★★★★★★★★★★★★
Despite the price, the woman seemed quite eager to sell it. When he met the owner of the console in person, he was surprised to see a middle-aged man, whom he judged to be an avid gamer.
9. eager to v. 渴望做某事
10. judge (v.) 判斷
11. an avid gamer 狂熱玩家
儘管價格如此低廉,女子似乎相當急於出售。而當他見到遊戲機的主人時,驚訝地發現原來是一名中年男子,根據判斷應該是名狂熱的遊戲玩家。
★★★★★★★★★★★★
When he began chatting with the man, Wu asked him where he had originally purchased it. The man responded that he had bought it on the e-commerce website PChome.
12. an e-commerce website 電商網站
當吳先生和該男子聊天時,問起他原來從何處購買遊戲機。對方表示是在電商網站PChome上買的。
★★★★★★★★★★★★
Wu then complimented the man on his ability to find good bargains online and asked, "Did you buy two? Otherwise, why are you selling it?" The man was silent a moment before saying, "My wife wants to sell it."
13. compliment (v.) 讚賞、恭維*
14. find good bargains online 網購到物美價廉的好東西**
吳先生便誇讚對方能在網購到物美價廉的好東西,並問道:「那你很會訂欸,你是訂到兩台嗎?不然為啥要賣?」男子沉默了一下,才說:「那是我老婆要賣的......」
15. compliment someone on something: https://bit.ly/3o9YEC9
16. remain silent 保持沉默
17. bargain (n.): 便宜貨,廉價品 ; 協議,交易*
bargain (n./v.): https://bit.ly/3lu8hK9
★★★★★★★★★★★★
He wore a bitter expression on his face, and Wu was at a loss for words. It turns out that his wife can tell the difference between a PS5 and an air filter.
18. wear a bitter expression 面露苦澀
19. at a loss for words 無言以對
20. turn out 結果是(尤指出乎意料的結果)
21. tell the difference between… 可以分辨…之間的差異
22. PS5 PlayStation 5(官方縮寫:PS5)是索尼互動娛樂於2020年11月12日上市的家用電子遊樂器。
23. an air purifier 空氣清淨機*
該男子面露苦澀,而吳先生則無言以對。果然他的老婆是可以分辨出PS5和空氣清淨機的區別。
*Air purifiers and air cleaners? Both these terms are commonly used to refer to the same type of appliance (家電). An “air filter” (空氣過濾器) can be either a screen inside an air cleaner/purifier, or a standalone device.
完整報導:
https://bityl.co/4euM (英文報導)
https://fbook.cc/3J4x (中文原文)
★★★★★★★★★★★★
時事英文講義:https://bit.ly/2XmRYXc
時事英文音檔: https://bit.ly/3emRtTt
remain as 中文 在 The Art of Bonnie Pang Facebook 的最佳解答
I turned 30 this week! 🎂
Saying goodbye to my 20s wasn’t as bad as I imagined, I actually look forward to life ahead. 🌱The past decade was like a rollercoaster, and I’m so thankful to learn the quote “Try and fail, but don’t fail to try”. I was always lacking confidence and worrying about everything, this quote helped me to open up and bring in many opportunities that shaped me into who I am today. 💕 (Of course it can be awesome to remain single, but I really wanted to find someone and get a taste of romance!)
句quote好難用中文表達,總之就係”寧願試過失敗,都好過從來冇試過”。我一直係個冇乜自信又成日擔心呢樣果樣嘅人。用左個quote做座右銘之後個人放開左,多左機遇,先慢慢變成今日嘅自己。(單身其實完全冇問題,對一啲人來講不知幾正,不過我自己就想有另一半,唔想成世都冇拍過拖😂)
remain as 中文 在 【中文字幕】Ashes Remain - Right Here - YouTube 的推薦與評價
原影片網址: https://www.youtube.com/watch?v=_MvhmPc_0dM 很喜歡Ashes Remain 這是第一次做翻譯影片有任何覺得翻譯得不好的地方都可以告訴我喔:) ... <看更多>