🌻
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12部Youtube影片,追蹤數超過8萬的網紅與芬尼學英語 Finnie's Language Arts,也在其Youtube影片中提到,? 成為會員,每個禮拜收聽10分鐘或以上嘅中文podcast: https://www.youtube.com/channel/UCHkPJ7O9LLjEntwbsgn5TOg/join ?【成人英語再起步】網上課程 ► http://bit.ly/2We1n2Q ? Patreon 月費學習...
「in the mean time中文」的推薦目錄:
- 關於in the mean time中文 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於in the mean time中文 在 吳文遠 Avery Ng Facebook 的最佳貼文
- 關於in the mean time中文 在 Katherine See - 施凯玲 Facebook 的最讚貼文
- 關於in the mean time中文 在 與芬尼學英語 Finnie's Language Arts Youtube 的最佳解答
- 關於in the mean time中文 在 與芬尼學英語 Finnie's Language Arts Youtube 的最佳解答
- 關於in the mean time中文 在 與芬尼學英語 Finnie's Language Arts Youtube 的最佳貼文
- 關於in the mean time中文 在 Instant Articles | Meta for Media - Facebook 的評價
- 關於in the mean time中文 在 In The Mean Time - YouTube 的評價
in the mean time中文 在 吳文遠 Avery Ng Facebook 的最佳貼文
【6.12:追求民主、自由、公義和法治的聲音,依然是佔香港的大多數】
https://youtu.be/qhrwmxeshVw
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兩年前的2019年6月12日,我們香港人團結一致地,至少暫時阻擋了送中條例的立法。雖然當年我們成功阻截了送中條例,但是當時政權察覺到,就算由它們佔據了立法會的大多數,我們民主派還是有能力去抵抗,所以現在它們推出了新的選舉制度。在新制度下,立法會的代表性和人大政協已沒有多大差別,更加無需再討論是否參選或如何投票。
但我還是要提醒各位,縱使今天的狀況有多艱難,縱使政權如何出盡茅招也好,記住、記住、記住,我們在香港追求民主、自由、公義和法治的聲音,依然是佔香港的大多數。正正是因為我們佔據了大多數,這個政府才會出盡茅招去扭曲現時的議會,去扭曲全個制度,它們甚至乎扭曲了整個遊戲規則還不夠,還要將任何反對抱異見的人掃入監倉。
您鎖得住我的肉體,卻鎖不了我的靈魂,更加鎖不了我把口!希望各位在牆外的朋友,尤其是今天這麼熱的日子,見字飲水,KEEP 住我們的動力,我們終有一天是會勝利、是會成功的!
——————————-
[6.12: Voices in pursuit of democracy, freedom, justice and the rule of law are still the majority in Hong Kong]
Two years ago, on 12 June 2019, we in Hong Kong united to stop, at least temporarily, the Extradition Bill. It is very important to note that on that day, we showed our courage and solidarity in Admiralty. Although we have succeeded in stopping the Extradition Bill back then, look at Hong Kong today - we are still under the shameless Carrie Lam regime. At that time, the regime realised that even if they had the majority in the Legislative Council, we democrats were still capable of resisting, so now they have introduced a new electoral system. Under the new system, the representativeness of the Legislative Council is not much different from that of the National People's Congress and the Chinese People's Political Consultative Conference, and there is no need to discuss whether to run for election or how to vote.
I must remind you that no matter how difficult the situation is today, no matter how hard the regime tries to suppress us, REMEMBER - the majority in Hong Kong are in the pursuit of democracy, freedom, justice and the rule of law. This is precisely why this government has gone to great lengths to distort the current legislature, to distort the whole system, and they have even gone so far as to throw anyone in opposition into jail.
You can lock up my body, but not my soul, and not my mouth!
I don't know when I'll be back, but I hope that all of you outside the walls, especially on such a hot day, to take care of yourselves, and keep up our momentum, so that one day we will win and succeed. In the mean time, take care!
#612
#612基金
#反送中
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in the mean time中文 在 Katherine See - 施凯玲 Facebook 的最讚貼文
#KatxShowreels : Yes, I am back with another flirty role as "Binh"(Vietnamese Call Girl) in the Mediacorp Channel 8 drama titled《 #触心罪探 / #MindJumper 》➡ thanks to Ochre Pictures , Director Rowena + "Lay Har", AD Nicolette , Casting Intern "Esther", and the entire #production team for having me & trusting in me! 💝
Although this isn't my 1st time #acting as a promiscuous lady, I am still really grateful for the experience while #filming it... Because 对我而言,每一个角色都是一种新的体验。🙆♀️
( Fun fact - The description that I got for my role was "Binh is a Vietnamese Lady that has been working as Call Girl in the other brothels for very long already" 👉 Does that mean I look very 熟练 in that kind of industry? 😅 )
And even though I only appeared in 1 scene for this role, I've actually binge-watched the rest of the episodes as well because I am loving the suspense & surprise within the show! 😱
All 20 Episodes are now out on MeWatch / MeWatch 中文版, and the interesting series will also be broadcasting on #Ch8sg from 5th April onwards... 📺 所以请大家一定要记得多多支持,因为这部戏剧真的很好看。😊
[ P.S. It was my first time working with #ochrepictures for this project, but I'm already looking forward to collaborate with everyone on set again soon~ 🙏 #ActorsLife #LifeOfAnActor #Passion ]
in the mean time中文 在 與芬尼學英語 Finnie's Language Arts Youtube 的最佳解答
? 成為會員,每個禮拜收聽10分鐘或以上嘅中文podcast:
https://www.youtube.com/channel/UCHkPJ7O9LLjEntwbsgn5TOg/join
?【成人英語再起步】網上課程 ► http://bit.ly/2We1n2Q
? Patreon 月費學習計劃 ► https://bit.ly/3fZcjID
?️ Clubhouse【英語讀書會】► https://bit.ly/3vyHkKL
? MeWe 專頁 ► https://bit.ly/fla-mewe
? MeWe 學英文群組 ► https://bit.ly/fla-mewe-group
? 訂閱電郵通訊,收取學習資源、心得和課程最新消息 ► http://bit.ly/fla-nl
? 每星期兩個Podcast,分享學英文貼士、心得:
收聽 ► http://bit.ly/3aTkoNP
? 我的相機和其它拍攝器材 ► https://kit.co/finnieslanguagearts/canon-800d-rebel-t7i-youtube-kit
✏️ 歡迎提供字幕 :) ► https://www.youtube.com/timedtext_cs_panel?tab=2&c=UCHkPJ7O9LLjEntwbsgn5TOg
?? 英文 channel ► http://bit.ly/tiffanysuen-youtube
? 芬尼創業日記 channel ► http://bit.ly/fmkt-yt
感謝各位同學熱烈查詢,暫不設一對一、面授、小學和幼稚園學生為對象課程。

▶️ SUBSCRIBE 訂閱 ► http://bit.ly/flayt-sub
記住要按訂閱按鈕旁邊的小鈴鐺,那麼我們每次推出新片,你就會收到通知了!
It would mean the world to me if you could hit that bell ? beside the SUBSCRIBE button because that way, you get notified EVERY SINGLE TIME a new video goes live. \
____________________________________________
▍WATCH MORE 收看更多:
名人英語 ► http://bit.ly/2EUc8QO
時事英語 ► http://bit.ly/2RqrMok
文法懶人包 ► http://bit.ly/2UPUzI4
品牌名學英語 ► http://bit.ly/2qd3mUq
語文知識 ► http://bit.ly/2GzuW8b
今天只學一個字 ► http://bit.ly/2DRQPgE
Word Pairs 怎樣分 ► http://bit.ly/2hS1MCF
____________________________________________
▍FOLLOW ME:
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Blog ► http://bit.ly/fla-medium
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____________________________________________
Free stuff!!! :)
► Use my iHerb Discount Code: ASC7218
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#香港真係好靚 #英語一分鐘
in the mean time中文 在 與芬尼學英語 Finnie's Language Arts Youtube 的最佳解答
? 成為會員,每個禮拜收聽10分鐘或以上嘅中文podcast:
https://www.youtube.com/channel/UCHkPJ7O9LLjEntwbsgn5TOg/join
?【成人英語再起步】網上課程 ► http://bit.ly/2We1n2Q
? Patreon 月費學習計劃 ► https://bit.ly/3fZcjID
?️ Clubhouse【英語讀書會】► https://bit.ly/3vyHkKL
? MeWe 專頁 ► https://bit.ly/fla-mewe
? MeWe 學英文群組 ► https://bit.ly/fla-mewe-group
? 訂閱電郵通訊,收取學習資源、心得和課程最新消息 ► http://bit.ly/fla-nl
? 每星期兩個Podcast,分享學英文貼士、心得:
收聽 ► http://bit.ly/3aTkoNP
? 我的相機和其它拍攝器材 ► https://kit.co/finnieslanguagearts/canon-800d-rebel-t7i-youtube-kit
✏️ 歡迎提供字幕 :) ► https://www.youtube.com/timedtext_cs_panel?tab=2&c=UCHkPJ7O9LLjEntwbsgn5TOg
?? 英文 channel ► http://bit.ly/tiffanysuen-youtube
? 芬尼創業日記 channel ► http://bit.ly/fmkt-yt
感謝各位同學熱烈查詢,暫不設一對一、面授、小學和幼稚園學生為對象課程。

▶️ SUBSCRIBE 訂閱 ► http://bit.ly/flayt-sub
記住要按訂閱按鈕旁邊的小鈴鐺,那麼我們每次推出新片,你就會收到通知了!
It would mean the world to me if you could hit that bell ? beside the SUBSCRIBE button because that way, you get notified EVERY SINGLE TIME a new video goes live. \
____________________________________________
▍WATCH MORE 收看更多:
名人英語 ► http://bit.ly/2EUc8QO
時事英語 ► http://bit.ly/2RqrMok
文法懶人包 ► http://bit.ly/2UPUzI4
品牌名學英語 ► http://bit.ly/2qd3mUq
語文知識 ► http://bit.ly/2GzuW8b
今天只學一個字 ► http://bit.ly/2DRQPgE
Word Pairs 怎樣分 ► http://bit.ly/2hS1MCF
____________________________________________
▍FOLLOW ME:
Instagram ► http://bit.ly/fla-ig
Facebook ► http://bit.ly/fla-fb
MeWe ► https://bit.ly/fla-mewe
Blog ► http://bit.ly/fla-medium
Twitter ► http://bit.ly/fla-twitter
Telegram ► https://bit.ly/fla-tg
Pinterest ► http://bit.ly/fla-pinterest
Twitch ► http://bit.ly/fla-twitch
____________________________________________
Free stuff!!! :)
► Use my iHerb Discount Code: ASC7218
► Sign up at AirBnb and get HKD$290 in travel credit: https://www.airbnb.com/c/tiffanys213
► Get a FREE first Uber ride (up to HK$50): https://www.uber.com/invite/tiffanys2213ue
► Get TWO months of free SkillShare premium: https://skl.sh/2IIHhr8
► Get HKD$100 of credit to spend across your next 4 orders at Deliveroo: https://roo.it/tiffanyccs
► Get HKD$100 off your order at NOSH: TIFH437
#英語一芬鐘
in the mean time中文 在 與芬尼學英語 Finnie's Language Arts Youtube 的最佳貼文
身心靈導師 Sophy 的 channel - Soul Free World: https://bit.ly/3gqA7I1
? 成為會員,每個禮拜收聽10分鐘或以上嘅中文podcast:
https://www.youtube.com/channel/UCHkPJ7O9LLjEntwbsgn5TOg/join
?【成人英語再起步】網上課程 ► http://bit.ly/2We1n2Q
? Patreon 月費學習計劃 ► https://bit.ly/3fZcjID
?️ Clubhouse【英語讀書會】► https://bit.ly/3vyHkKL
? MeWe 專頁 ► https://bit.ly/fla-mewe
? MeWe 學英文群組 ► https://bit.ly/fla-mewe-group
? 訂閱電郵通訊,收取學習資源、心得和課程最新消息 ► http://bit.ly/fla-nl
? 每星期兩個Podcast,分享學英文貼士、心得:
收聽 ► http://bit.ly/3aTkoNP
? 我的相機和其它拍攝器材 ► https://kit.co/finnieslanguagearts/canon-800d-rebel-t7i-youtube-kit
✏️ 歡迎提供字幕 :) ► https://www.youtube.com/timedtext_cs_panel?tab=2&c=UCHkPJ7O9LLjEntwbsgn5TOg
?? 英文 channel ► http://bit.ly/tiffanysuen-youtube
? 芬尼創業日記 channel ► http://bit.ly/fmkt-yt
感謝各位同學熱烈查詢,暫不設一對一、面授、小學和幼稚園學生為對象課程。

▶️ SUBSCRIBE 訂閱 ► http://bit.ly/flayt-sub
記住要按訂閱按鈕旁邊的小鈴鐺,那麼我們每次推出新片,你就會收到通知了!
It would mean the world to me if you could hit that bell ? beside the SUBSCRIBE button because that way, you get notified EVERY SINGLE TIME a new video goes live. \
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Word Pairs 怎樣分 ► http://bit.ly/2hS1MCF
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in the mean time中文 在 Instant Articles | Meta for Media - Facebook 的推薦與評價
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