🌻
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21部Youtube影片,追蹤數超過1萬的網紅Jay Fung 馮允謙,也在其Youtube影片中提到,馮允謙 - A New Day 每一日都是新的一日, 但未必每一日都算新一日。 也許這裡算不上最適合的開發地點, 天氣又未如理想去踏上新的旅程, 也可能計劃從來都趕不上變化, 但仍然需要在哪裡開始吧? 至於這新的一日又會否變成明日的昨日,誰知道呢? 也視乎你面對今日的態度,是否與昨日一樣。 ...
「that's a good news」的推薦目錄:
- 關於that's a good news 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於that's a good news 在 Facebook 的最讚貼文
- 關於that's a good news 在 Facebook 的最佳解答
- 關於that's a good news 在 Jay Fung 馮允謙 Youtube 的最讚貼文
- 關於that's a good news 在 OmegaGamesWiki™ Youtube 的精選貼文
- 關於that's a good news 在 Dan Lok Youtube 的最讚貼文
- 關於that's a good news 在 This is a good news. This is good news - English Language ... 的評價
- 關於that's a good news 在 John Grant - That's the Good News - YouTube 的評價
- 關於that's a good news 在 Some Good News - Home | Facebook 的評價
that's a good news 在 Facebook 的最讚貼文
Some women are skeptical when talk about lubricant and sex. I mean I don't blame them as I also skeptical at first when my partner introduce it to me. Does using (and requiring) lube to have pleasurable sex mean there’s something wrong with me? Or will lube safe to use and I heard it impact Fertility. Let me share with you the reason we use lube. A woman's natural lubrication is often a sign of arousal but even when you're turned on, sometimes it takes awhile for your body to get on the same page as your mind and that's completely normal. Lube can boost your sex life and it can be a good way to make foreplay more inventive, which can also make that part of the action last longer.
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There are so many lubricants in the market and Jex Luve Jelly is one of my favourite. Luve Jelly is originated from Japan and the first water soluble lubricating gel. Luve Jelly is a female lubricant recommended by gynaecologist and obstetricians and sold in hospitals, clinics, drugstore and pharmacies in Japan.
This lubricant is easy to wash away after use, doesn’t contain unnecessary ingredients and only contains ingredients for natural moisture. There needs to be a more comfortable, open discussion about lubricant. Give it a try – don’t just shoot down the idea of incorporating lube into your intercourse.
Luve Jelly comes in small tubes and only for single use. Jex Luve Jelly is available at Shopee: https://shopee.com.my/jex.my
Good news to my reader as you can use the promo code 'JEXM0004' for RM20 off.
that's a good news 在 Facebook 的最佳解答
今天一早起來就看到捷克捐贈三萬劑疫苗給台灣的新聞 🇨🇿💉 😍
忍不住找出幾張當初在 2016年環遊世界那年拍的捷克照片給大家分享♥️
我知道大部分的人對捷克的印象最初應該都是從蔡依林那首「布拉格廣場」來的😆🎵
不過我對於捷克最大的印象應該是:「哇塞!原來啤酒也可以這麼好喝!」沒錯!平常覺得啤酒味道怪怪的我,捷克的黑啤酒讓我完全愛上😻 不知道各位對於啤酒的感覺是如何呢?🍻
另外當然還有我最愛的黑暗景點- 人骨教堂☠️ 以及到中古世紀、深四十公尺的地底銀礦探險⛏️
網誌連結 ➡️ https://www.travelwithwinny.com/zh/人骨教堂-sedlec-ossuary-kutna-hora-銀幣博物館/
最近那麼多歐洲國家捐贈疫苗給台灣,不知道各位在疫情結束後會不會第一站就是去歐洲呢?😆
#東歐 #捷克
Woke up to the news of Czech Republic donating 30,000 vaccines to Taiwan 🇨🇿💉
Hence I thought I'd share some photos we took back in 2016 when we visited this beautiful country 🙂
I know most people think of Prague when they think of Czech Republic, which is a beautiful city itself⛪
However, my most memorable impression of Prague must be the beers😂 Oh my, I didn't know dark beers can taste this good😻
Then obviously there's the bone church which fits my dark tourism interest ☠️ As well as touring a Medieval silver mine that's 40M underground ⛏️
Blog ➡️ https://www.travelwithwinny.com/sedlec-ossuary-bone-church-czech/
Looks like a trip to Europe is needed after the pandemic is over 😁
#czechrepublic #europe
📚《跟著Winny勇闖中美洲》2019 → http://goo.gl/RYPSTp
📚《地心引力抓不住的冒險家》2018 → https://bit.ly/2kYdpgt
📸 歡迎跟蹤 IG 👉 https://www.instagram.com/travelwithwinny
🎧 Podcast ➡️ https://anchor.fm/travelwithwinny
that's a good news 在 Jay Fung 馮允謙 Youtube 的最讚貼文
馮允謙 - A New Day
每一日都是新的一日,
但未必每一日都算新一日。
也許這裡算不上最適合的開發地點,
天氣又未如理想去踏上新的旅程,
也可能計劃從來都趕不上變化,
但仍然需要在哪裡開始吧?
至於這新的一日又會否變成明日的昨日,誰知道呢?
也視乎你面對今日的態度,是否與昨日一樣。
假如你未開始,請你開始你的新一日吧,
Have a new day。
A New Day
曲:馮允謙 / JNYBeatz
詞:T-Rexx / 馮允謙
Rap lyrics: Jonnic
編:JNYBeatz / 周錫漢 / 馮允謙
監:周錫漢
烏鴉 那聲音
如伴隨一切晃震
燈光 已消失
而面前一片灰暗
終點竟這麼的近
安穩的家轉眼失陷
一呼 再一吸
重蹈求生那路向
終於 到出口
而大門都已鎖上
可想到轉身一看
可找到一扇未閉的窗 仍能攀上
世界如混沌了
等於開展新氣象
末世中 尚有窗
連繫著新的境界不曾遇上
Oh! Gotta have faith, gotta create,
you gotta be patient
Oh! Don’t be afraid, it’s a new day,
you gotta imagine
蓋掩了灰燼 那就到焦土栽花
天即使黑 但亦未晚
Oh! Gotta have faith, gotta create,
you gotta be patient
Oh 總有轉機 相信世間有不變的魔法
崩解後總可轉化為進化一刻
在這軌跡裡 一再公轉
重遇初開的驚嘆
RAP:
Whole world feeling shaky,
Flipping through the gram,
be like bad news daily,
People been hurting man they feeling crazy,
Good vibes coming they just being wavy,
Hey don't quit, just chill, everything's uphill,
Started at the bottom now we getting our refills,
Goodwill, that's how we gonna get our thrills,
People helping people yeah, that’s how we deal.
世界如留白了
方可繪出新氣象
在腦海內構想
埋藏著新的境界 總能遇上
Oh! Gotta have faith, gotta create,
you gotta be patient
Oh! Don’t be afraid, it’s a new day,
you gotta imagine
已倒塌的家 要用你手築起它
天即使黑 但亦未晚
Oh! Gotta have faith, gotta create,
you gotta be patient
Oh! 總有轉機 相信世間有不變的魔法
崩解後總可轉化為進化一刻
在這軌跡裡 一再公轉
重遇初開的驚嘆
?即到各大音樂平台收聽:
Apple Music / iTunes: https://apple.co/2Ga2Dyo
Spotify: https://spoti.fi/33cS3iM
YouTube Music: https://bit.ly/3cPQef2
KKBOX: https://bit.ly/30lepg9
JOOX: https://bit.ly/3cKIDOw
MOOV: https://bit.ly/36ianc9
MusicOne: https://bit.ly/3igQzsf
Connect with Jay Fung 馮允謙
Facebook: https://www.facebook.com/jayfungmusic222/
Instagram: https://instagram.com/jayfungmusic
#馮允謙 #JayFung #ANewDay
that's a good news 在 OmegaGamesWiki™ Youtube 的精選貼文
PS4 PROの仁王2/NIOH2の100%木霊&ノーダメージ攻略動画です、PART 98。
PART 98:
・6章「夢路篇」
・メインミッション - 封印の定め
・7章「残照篇」
・メインミッション - 青き目のサムラ
・BOSS - ウィリアム
・100% 木霊
・ノーダメージ/No Damage
クリア報酬:
初回 - 身振り「That's not good」、若武者の中鎧 胴、若武者の中鎧 膝甲、若武者の中鎧 籠手
木霊場所:
---
大事なアイテム/場所:
---
ステータス:
体 17
心 20
勇 15
剛 18
武 16
技 25
忍 30
呪 25
サムネイル製作:K.K
仁王2/NIOH 2 木霊全回収&ノーダメージ攻略動画プレイリスト:
⇒https://www.youtube.com/playlist?list=PL4fd59i0eA3VE6FKolbvsvwV2HJAD8Lm9
仁王1/NIOH 1 木霊全回収動画プレイリスト:
⇒https://www.youtube.com/playlist?list=PL4fd59i0eA3Xfw_NnyW3GgQxWcDWQu3gu
======================
- ゲームタイトル: 仁王2(NIOH 2)
- 発売日: 2020年3月12日
- 価格: 7,800円+税(PS4 パッケージ版)
- ジャンル: ダーク戦国アクションRPG
- CERO: D
- 開発: コーエーテクモゲームス(Team NINJA)
- 発売: コーエーテクモゲームス
=======================
#仁王2 #藤吉郎 #ノーダメージ攻略
=======================
"Copyright Disclaimer Under Section 107 of the Copyright Act 1976,
allowance is made for "fair use" for purposes such as criticism,
comment, news reporting, teaching, scholarship, and research.
Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use."
=======================
that's a good news 在 Dan Lok Youtube 的最讚貼文
Did You Ever Come Up With A Great Idea? Everyone Around You Told You It's Great, But It Failed? Some Ideas Fail Because Of Lack Of Skill. Unlock Your Skills Today By Getting A Free Unlock It Book Here: https://greatideasfail.danlok.link
Having no business skills is like not knowing how to drive. It might be a good idea to drive somewhere but the execution will be problematic. That's why great ideas fail. Did this video give you a new perspective? Comment below.
? SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ?
https://www.youtube.com/danlok?sub_confirmation=1
Check out these Top Trending Playlists -
1.) Boss In The Bentley - https://www.youtube.com/playlist?list=PLEmTTOfet46OWsrbWGPnPW8mvDtjge_6-
2.) Sales Tips That Get People To Buy - https://www.youtube.com/watch?v=E6Csz_hvXzw&list=PLEmTTOfet46PvAsPpWByNgUWZ5dLJd_I4
3.) Dan Lok’s Best Secrets - https://www.youtube.com/watch?v=FZNmFJUuTRs&list=PLEmTTOfet46N3NIYsBQ9wku8UBNhtT9QQ
Dan Lok has been viewed more than 1.7+ billion times across social media for his expertise on how to achieve financial confidence. And is the author of over a dozen international bestselling books.
Dan has also been featured on FOX Business News, MSNBC, CBC, FORBES, Inc, Entrepreneur, and Business Insider.
In addition to his social media presence, Dan Lok is the founder of the Dan Lok Organization, which includes more than two dozen companies - and is a venture capitalist currently evaluating acquisitions in markets such as education, new media, and software.
Some of his companies include Closers.com, Copywriters.com, High Ticket Closers, High Income Copywriters and a dozen of other brands.
And as chairman of DRAGON 100, the world’s most exclusive advisory board, Dan Lok also seeks to provide capital to minority founders and budding entrepreneurs.
Dan Lok trains as hard in the Dojo as he negotiates in the boardroom. And thus has earned himself the name; The Asian Dragon.
If you want the no b.s. way to master your financial destiny, then learn from Dan. Subscribe to his channel now.
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
YouTube: http://youtube.danlok.link
Dan Lok Blog: http://blog.danlok.link
Dan Lok Shop: https://shop.danlok.link
Facebook: http://facebook.danlok.link
Instagram: http://instagram.danlok.link
Linkedin: http://mylinkedin.danlok.link
Podcast: http://thedanlokshow.danlok.link
#DanLok #BusinessIdeaFails #BusinessSuccess
Please understand that by watching Dan’s videos or enrolling in his programs does not mean you’ll get results close to what he’s been able to do (or do anything for that matter).
He’s been in business for over 20 years and his results are not typical.
Most people who watch his videos or enroll in his programs get the “how to” but never take action with the information. Dan is only sharing what has worked for him and his students.
Your results are dependent on many factors… including but not limited to your ability to work hard, commit yourself, and do whatever it takes.
Entering any business is going to involve a level of risk as well as massive commitment and action. If you're not willing to accept that, please DO NOT WATCH DAN’S VIDEOS OR SIGN UP FOR ONE OF HIS PROGRAMS.
This video is about Why Do Great Ideas Fail?
https://youtu.be/RTw86fUgYKo
https://youtu.be/RTw86fUgYKo
that's a good news 在 John Grant - That's the Good News - YouTube 的推薦與評價
John Grant's That's The Good News was released on the Deluxe Edition of his 2010 studio album Queen of Denmark.All rights belong to the ... ... <看更多>
that's a good news 在 Some Good News - Home | Facebook 的推薦與評價
"Find someone who has something you don't and offer them something they don't have." That's some neighborly love!. : 1scrummymummy on Facebook. ... <看更多>
that's a good news 在 This is a good news. This is good news - English Language ... 的推薦與評價
Uncountable nouns don't take indefinite articles a and an; at least not directly. Let me explain. So far, we understood that. This is *a good ... ... <看更多>
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