關於 had a dip ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻
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/

@Tommys_kitchen_hk Promotional Items for August 2021, at Harbour City @Tsukadanojo_hk .
__
🌟 Odagyu Wagyu Filet Katsu Sando 小田牛 ヒレカツサンド $248. Surprisingly very soft & had a good Wagyu meaty flavor, especially for a Filet cut. Bread was actually 炭焼き charcoal grilled too 🔥. I prefer it with less Katsu sauce, less Mustard but more Salt myself.. Its a personal thing though! ❤️❤️

🌟 小田牛 牛バラ大根 おでん風 $88. Odagyu Wagyu Beef Brisket, cooked Oden style with Konnyaku/Konjac, Daikon. Surprise element was @tommys_kitchen_hk decided to use local HK version of Yuba 湯葉 (腐竹), which worked a treat! Yummy 😋😋

__
*🌟 鹿児島 炭火焼き黒薩摩鶏のつけ稲庭うどん $138. Japanese Kuro Satsuma Chicken 🐔, grilled on Charcoal bed Kyushu style. Then eaten as a Tsuke Noodle Dip with Inaniwa Udon. Super ace aroma and flavors, one of the best dishes here at Tsukada Nojo HK ❤️❤️. This is actually on the regular menu, I just forgot to post in Part 1 of 2 before 😅

When I first told the wifey I wanted to run a Full Marathon, she was worried. But mostly pissed. 😆 Cos she was afraid I push myself too hard, and something bad might happen. Well, that was totally understandable.

But truth is, this is the fittest I have ever felt in all my 40+ years. Yes, even fitter when I was in TAF Club in Sec Sch, even fitter when I had to serve NS earlier because I failed my NAPFA test, even fitter when I was close to 100kg when I got married. So it’s really all or nothing NOW, in case it goes downhill from here. 😅

And that was why I ran 42.36km. Erm, I overshot the distance by a bit because towards the end, my tired mind couldn’t function at all and I wasn’t sure if the distance was 42.195km or more. So I just ran more to be sure. Lol.

The whole ordeal took me about 2.5 days to recover but the experience was worth it. Towards the end, it was basically sheer mental strength that pulled me over the finish line. Oh, and mental stress too… because I feared I had to do it all over again if I gave up.

And yes, once is enough for me. Just click through the pics to see how my energy levels slowly dip and you will understand why. 🤣

◆こっタソ動物園チャンネル
新しいチャンネルです！こちらもおヒマな時にどぞ。
⇒https://www.youtube.com/c/こっタソ動物園-kottasoanimals

ご視聴ありがとうございます。
Thank you for watching
I want to deliver delicious Japanese-food recipes to the world

【材料】（保存期間：3～4日）
●茄子：6本
●大葉：30枚
●めんつゆ（3～4倍濃縮）：大さじ2
●醤油：大さじ2
●ナンプラー（魚醤）：大さじ1
●お酒：100ml
●みりん：50ml
●胡麻油：大さじ2
●豆板醤：小さじ2（コチュジャンでもOK）
●炒りごま：お好み量
●おろしにんにく：小さじ1
●おろし生姜：小さじ1
●砂糖：小さじ2（ラカントにするとさらに糖質抑えられます）
●唐辛子：1本
●米油（茄子に塗る用）
●お好みで韓国唐辛子粉、ラー油、ブラックペッパー、万能ネギ
※辛いのが苦手な方は豆板醤を普通の味噌にしてもOK
※ナンプラーが苦手な方は醤油に変更してもOK
※最後に必ず味見をして味の濃さは決めてあげてね
-------------------------------------------------------
茄子の美味しい時期になりましたねぇ～
本日はそんな茄子を超美味しく食べれるレシピ！
『超やべぇやみつき大葉茄子』を作りました。
こんな美味しい茄子料理は食べた事がない…と何度も言われ
これを食べた人全員が虜になってる自慢のレシピです♪
トロトロの茄子から魚醤と和風出汁の旨味が溢れだし…重ねた大葉がさっぱりさせてくれて
この何個でも食べられる後引くやみつき感…マジ超やべぇです🤤
ちょっとしたひと手間で茄子も美味しそうに見えるので
目でも美味しさを楽しめる料理になってます。
作り方は焼いて特製だれに漬けるだけ♪
とっても簡単なので是非是非作ってみて下さい。
一度食べたら茄子を買い占めたくなる旨さですよｗ

【Ingredients】 (Preservation period: 3 to 4 days)
● Eggplants: 6
● Shiso leaves: 30
● Noodle soup base (3 to 4 times concentrated): 2 tablespoons
● Soy sauce: 2 tablespoons
● Nam Pla 1 tablespoon
● Sake: 100ml
● Mirin (sweet cooking rice wine): 50ml
● Sesame oil: 2 tablespoons
● Dou ban jiang (gochujang is also fine): 2 teaspoons
● Roasted sesame seeds: as desired
● Grated garlic: 1 teaspoon
● Grated ginger: 1 teaspoon
● Sugar: 2 teaspoons (you can use LACANTS for even less sugar)
● Chili pepper: 1
● Rice oil (for coating the eggplant)
● Korean chili powder, chili oil, black pepper, green onion, etc. to taste
※ If you don't like spicy food, you can use regular miso instead of
soybean paste.
※ If you don't like fish sauce, you can use soy sauce instead.
※ Be sure to taste it at the end to determine the intensity of the flavor.
-------------------------------------------------------
It's the time of year when eggplants are delicious~
Today I'm going to share with you a recipe that makes eggplant super delicious! It's called "Amazing yummy Addictive Eggplant & Shiso"
I've been told many times that I've never had such a delicious eggplant dish, and I'm proud to say that everyone who's tried it has been captivated by it ♪
The flavor of the Nam Pla and Japanese soup stock overflows from the tender eggplant, and the layered shiso leaves refresh it, giving it an addictive feel that makes you want to eat as many as you can.
It's a dish that you can enjoy with your eyes as well, because with
just a little effort, the eggplant looks delicious.
All you have to do is grill it and dip it in the special sauce ♪
It is very easy to make, so please try it.
Once you try it, you'll want to buy all the eggplants you can find! lol

●Instagram
⇒https://www.instagram.com/kossarishuntaso/
●twitter
⇒https://twitter.com/kottaso_recipe
●連絡先
⇒kossarisyuntaso@gmail.com

#JapaneseCooking #Eggplant #가지 #こっタソの自由気ままに #焼いて漬けるだけ #超やべぇやみつき大葉茄子 #野菜漬け #eggplant #perilla #PickledVegetables #가지 #다이어트 #減肥 #漬けるだけ #超やべぇキュウリ #低糖質おつまみ #糖質制限レシピ #ヤセ筋 #低糖質レシピ #ヘルシー #ダイエットレシピ #激痩せ #ロカボレシピ #dietfood #lowcarbdiet #dietrecipe #晩ごはんレシピ #ご飯泥棒 #おかず #極上レシピ #ワンパンレシピ #時短レシピ #おうちごはん #至福の料理 #ご飯のお供 #太らないレシピ #やみつきレシピ #酒のつまみ #簡単つまみ #こっタソレシピ #男飯レシピ #mukbang #먹방 #男子ごはん #HomeCooking #StayHome #大食い #男ウケ料理 #晩酌 #自炊 #酒の肴 #簡単レシピ #弁当 #作り置き #Bento #recipesfordinner #マツコの知らない世界 #WithMe #Eazyrecipe #モッパン #から揚げ #唯一無二の絶品レシピ #こっタソ動物園 #JapaneseCuisine

Kopivosian!

As a disclaimer, my husband MANager Joe writes and creates the thumbnail so I was a bit #rolleye but hey! Let's have fun lah. (The reason behind this title is simply because I made a cameo in Marsha and Velvet's much loved hit "Sumandak Sabah" which has lyrics going "Sumandak Sabah ...mana ko mau cari? Semua lawa-lawa pandai masak nasi!")

Anyhoo...in light of the Kaamatan & Harvest Festival celebrations coming soon (Harvest Festival is a celebration to thank a bountiful harvest of rice) - I've themed our D'Varomas Live Cooking Show "Borneon with a Twist".

So what was cooked today?

1. Refreshing Lemonade with Asam Boi by Rifqi
2. Quick Steamed Mantou Buns by Suzie Alias
3. Lazy Mom's Tuna Sushi Balls by Aisyah Wahab and
4. Soup Ayam Lihing by Daphne Iking

I'd like to thank my Sales Advisors Mas Era and her 14 year old son Rifqi, Suzie and Aisyah for being my co-presenters of our #DVaromas Weekly LIVE show, as well as my wonder leaders in D'Varomas for sharing and commenting over the LIVE earlier.

Why the following menu?

1. Lemonade is our a well-known favourite beverage of most Thermomix users. Plus it demonstrates the TURBO power of the TMX where we can grind the rock sugar to powdery goodness in just 2 seconds! Add 2 cut lemons (with peel intact) with cold water, TURBO another 2 seconds and voila! It's done! Popped an asam boi cause we Sabahans love our Kit Cai Ping (kasturi drink with asam boi) so this is the twist in our much loved beverage.

2. Sabah is known for it's seafood. Dip your mantou buns (Steam or fried) with your Kam Heong Prawns or Chili Butter Crab ... delish!

3. Aisyah shows us how EASY and healthier and CLEANER it is to cook rice using the "simmering basket method". No grain of rice is wasted and her easy to make sushi rolls are definitely going to be a hit amongst my kiddos!

and finally

4. Sup Ayam Lihing (Chicken Rice Wine) is a popular soup of the Kadazandusun community. Usually I would use Ayam Kampung, but I only had chicken breasts so I had to make the broth in advance. Add a bit of lihing or rice wine and hmmmmm. Heaven!

Hope you enjoy the show! Let us know in the comment box what recipes would you like on our next DVA show!

Love and Light ... Come and join the DVAs ... we shine so Bright! =P

Thanks for watching and please do not forget to subscribe!

Also follow me on my other social media channels:

Instagram
https://www.instagram.com/daphneiking/
Facebook
https://www.facebook.com/daphneiking/
Twitter
https://twitter.com/DaphCLPT

If you also need my profile and showreel, please visit:
joelebosi.wix.com/bedifulstory

Portuguese Garlic Shrimp by Jimmy’s Table

This is definitely one of our favorite dishes to eat in Portugal. We ate this in Lisbon, Algarve and Porto. Every restaurant that had this dish, we ordered it. My version is a more elevated version where I infused the olive oil with shrimp shells to give a powerful shrimp flavor blast! It also makes for a fantastic dip for crunchy French bread. What's best is that this dish is so easy to make! Hope you enjoy it!

Ingredients 食材:
0.5-1 kg of large red shrimps or langoustines with heads (大蝦)
1/2 cup (15 pieces) of Garlic - sliced (大蒜)
1 cup of Cilantro - leaves only (香菜)
2 lemons - halved and squeezed for juice, seeds removed (檸檬)
1-2 tablespoons of paprika (紅甜椒粉)
1 glass of white wine (白酒)
5-6 tablespoons of garlic infused olive oil (大蒜橄欖油)
Salt - for taste (鹽)

Finishing Ingredients 撒料調味:
1/2 lemon (檸檬)
1/4 cup cilantro (香菜)
Fresh loaf of crunchy french bread (法國麵包)

STEP 1
Cut garlic into slices.
步驟 1
將大蒜切成片。

STEP 2
To prepare the shrimp, we need to remove the shell without removing the head and tail. We do so by using a pair of scissors to cut down the spine of the shrimp from where the head meets the body upto one segment before the tail.
步驟 2
準備蝦子，將蝦殼身的部分剝除，保留頭跟尾巴，所以我們可以準備剪刀，從跟蝦頭連接的地方至蝦尾巴部分剪開。

STEP 3
Then start to peel away the shrimp shell and legs in the middle section. Be careful not to peel off the tail or head. Save the shells to be used to flavor the oil. Remove the dark, digestive tract along the spine, as this is dirty and you don’t want to eat it. Rinse with cold water to clean and drain.
步驟 3
接著剝除蝦子中斷的殼跟腳的部分，小心不要將頭跟尾巴去除了。記得將蝦殼留著，要來增加油的風味。接著也將蝦子的腸泥一併去除，並用清水簡單沖洗、瀝乾蝦子。

STEP 4
On the stove, add in 5-6 tablespoons of garlic olive oil until entire surface is covered with a layer of oil and heat up your pan. The shrimp and garlic infused olive oil will be used later to dip your bread in, so be generous!
步驟 4
在鍋中放入5-6匙大蒜橄欖油，直到整個蓋過鍋底，然後開火加熱油。因為等會兒會再另外加入蝦子與蒜頭，最後麵包也要沾這個由來享用，所以油量放的不能太少唷！

STEP 5
When the oil is very watery in the pan, it is hot enough. On low to medium heat, add in shrimp shells to fry. The goal is the get all of the great shrimp flavors into the olive oil.
步驟 5
當油加熱至水狀時，代表已經足夠熱了。將火調至中火，加入蝦殼先炒香。這個步驟是為了將蝦子的香味煮入油中。

STEP 6
When the shrimp is fried, about 5-8 minutes, then remove and strain the rest of the oils from the shrimp shells.
步驟 6
將蝦殼炸約5-8分鐘後，將蝦殼撈起然後瀝乾蝦油。

STEP 7
Add in garlic slices to simmer and fry into the shrimp olive oil for about 30 seconds to a minute without browning the garlic too much.
步驟 7
直接在蝦油的鍋中加入大蒜來煨煮跟翻炒，大約30秒～1分鐘，別將大蒜炒得太焦。

STEP 8
Add in shrimp one at a time and ensure entire pans surface is utilized. Add 1-2 teaspoons of sea salt for taste. Evenly add in 1-2 tablespoons of paprika.
步驟 8
慢慢的將蝦子排入鍋中，好好利用與鍋子接觸的地方來烹煮。加入1-2茶匙海鹽，再均勻加入1-2湯匙紅甜椒粉。

STEP 9
After cooking for about 1-2 minutes, flip the shrimp to cook the other side until golden orange.
步驟9
大約烹煮1-2分鐘左右後，將蝦子翻面煎至金黃橘色的狀態。

STEP10
Add in 1/2 cup of white wine. Squeeze in a lemon. Cook for about 5-10 minutes until shrimp are fully cooked. This will depend on the size and thickness of the shrimp.
步驟10
接著加入1/2杯白酒，擠入檸檬汁，接著再繼續煮5-10分鐘，讓蝦子完全熟透。(烹煮時間會因蝦子大小不同而不等)

STEP 11
Be sure to taste the garlic shrimp olive oil sauce to see if you need to add in more salt, wine, or lemon juice. Towards the end, pour in another 1/2 cup of wine so that it will give it a more fragrant wine taste.
步驟11
自行嚐嚐蝦油的味道是否足夠，若不夠可以再加鹽巴、白酒跟檸檬來做調整。最後在要起鍋前，將剩餘1/2杯的白酒加入鍋中，能讓這道菜更有葡萄酒的香氣。

STEP 12
Lastly, add in the cilantro and stir in. We don’t want to over cook the cilantro.
步驟12
最後加入香菜簡單拌炒一下(香菜不適合過度烹煮)

STEP 13
For plating, you can either serve it in a pot or directly using a cast iron pan. Prepare some sliced french bread for dipping. Add in half a lemon. I used a torch to burn the lemon for a good lemon smell, but it can also be squeezed into the shrimp. Top it with some cilantro.
步驟13
關於擺盤，可以直接使用烹煮時的鐵鍋，或者準備鐵盤來擺也很有葡萄牙的風味。準備一些切片的法式麵包。我用噴槍稍微烤檸檬切面，以在這道菜聞到更濃厚檸檬的香氣，也可以將其擠入菜中。
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