關於 like for like growth中文 ，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/

最近，我在「TIME時代」雜志的專欄文章裡，向全球的讀者介紹了大陸「世界工廠」的+AI自動化升級。隨著勞動力成本的上漲，工業自動化、智慧化勢必是大陸製造業的一劑特效藥。自動化能讓運營成本下降，但仍能讓中國大陸保持生產品質、流程、供應鏈維度的優勢。AI賦能產業升級的願景或許還需多年才能實現，但當下的大陸已經讓未來可期。

以下是專欄文章全文，經TIME授權翻譯轉載：

「中國世界工廠 + AI 的未來」

多年來，中國大陸一直被喻為「世界工廠」，即便在全球其他經濟體紛紛遭遇新冠疫情重擊的2020年，大陸製造產業仍然維持穩健的增長范式，全年產值高達3.854萬億美元，占到全球市場近三分之一。

但如果你腦中的大陸工廠是傳統的「血汗工廠」，是時候修正你的刻板印象了。大陸經濟已經迅速地從疫情衝擊下復蘇，疫情同時催化了各種各樣人工智慧（AI）的應用場景加速實現。自2014年以來，中國大陸的AI專利申請量已經超越美國，至今維持全球領先。在學術領域，中國大陸的AI研究論文發表數量、AI期刊的引用量，也雙雙在近年超過了美國。在產業方面，AI應用在大陸的落地速度超越世界其他國家和地區，具有商業價值的AI應用如今開始百花齊放，整合了軟體、硬體和機器人技術的新一代自動化揭開序曲，AI賦能傳統行業的能量，正在蓄勢待發地重塑各行各業。

人類社會至今經歷了三次不同的工業革命：蒸汽革命、電力革命和資訊革命。我相信，AI將會是推動全球第四次工業革命的核心引擎，在世界各地點燃數位化和自動化的變革，而這波前所未有的硬科技浪潮，將由中國來引領實踐。

由於勞動人口減少和新增人口放緩，中國大陸的傳統產業正面臨著勞動力成本上升的巨大壓力，AI正是解決這個難題的技術解答。人工智慧不僅能夠降低運營成本，提高生產效率，擴大整體產能，還有望能帶來收入的增長。

例如，創新工場投資的廣州極飛科技是一家致力於未來農業的AI科技公司，極飛將無人機、機器人和感測器部署在稻田、麥田和棉花田裡，用技術賦能農業中的播種、農藥噴灑、栽種管理、甚至天氣監測環節。用於作物噴灑的極飛科技R150農業無人車已經被推廣到了英國，應用在蘋果、草莓、黑莓等多種經濟作物的種植流程中。

一些大陸的創新公司正積極把機器人拓展到意想不到的場景。總部位於北京的鎂伽是創新工場投資的生命科學智慧自動化公司，他們和實驗室、製藥公司、高校合作，憑藉AI+機器人技術的積累，用自動化解決方案執行實驗室中勞動密集、重複性高、但需要高度精確的任務和流程，同時機器人作業也將盡最大可能保護實驗室人員降低實驗過程中的感染風險。

除了創業公司，我們看到幾家成熟的龍頭企業也開始積極擁抱AI。創新工場參與了有28年歷史的中力電動叉車，這家頭部的鋰電叉車製造商已經推出了能夠在工廠、倉庫自主運行的無人叉車，並且無需對運行環境進行改造，能快速實現從手動到電動到自動駕駛的搬運賦能創新。此外，擁有50多年歷史的領先客車製造商-宇通集團，與自動駕駛獨角獸企業-文遠知行戰略合作，已在大陸三個城市的馬路上運行全無人駕駛小巴。

接著會發生什麼？我大膽預見，在更長遠的未來，機器人和AI將接管大多數產品的製造、設計、交付甚至營銷——很可能將生產成本降低到和原物料成本相差無幾。未來的機器人有能力自我複製和自我修復，甚至做到部分自我反覆運算設計。房屋和公寓將交由AI主導設計，使用預製建築模塊，交由機器人像搭積木似地築樓蓋房。無人公交、無人摩托等隨傳隨到的自動化未來交通系統，能將我們安全無虞地送達想去的地方。

這些願景成為現實或許還需要多年，但此時的大陸正在積極鋪墊引領新一代自動化革命的基石。可期的是，中國工廠的實力將不僅僅體現在產能上，而將逐步彰顯在智慧上。

本文經「TIME時代」授權進行中文編譯，原文如下：

China Is Still the World's Factory — And It's Designing the Future With AI

BY KAI-FU LEE

For many years now, China has been the world’s factory. Even in 2020, as other economies struggled with the effects of the pandemic, China’s manufacturing output was $3.854 trillion, up from the previous year, accounting for nearly a third of the global market.

But if you are still thinking of China’s factories as sweatshops, it’s probably time to change your perception. The Chinese economic recovery from its short-lived pandemic blip has been boosted by its world-beating adoption of artificial intelligence (AI). After overtaking the U.S. in 2014, China now has a significant lead over the rest of the world in AI patent applications. In academia, China recently surpassed the U.S. in the number of both AI research publications and journal citations. Commercial applications are flourishing: a new wave of automation and AI infusion is crashing across a swath of sectors, combining software, hardware and robotics.

As a society, we have experienced three distinct industrial revolutions: steam power, electricity and information technology. I believe AI is the engine fueling the fourth industrial revolution globally, digitizing and automating everywhere. China is at the forefront in manifesting this unprecedented change.

Chinese traditional industries are confronting rising labor costs thanks to a declining working population and slowing population growth. The answer is AI, which reduces operational costs, enhances efficiency and productivity, and generates revenue growth.

For example, Guangzhou-based agricultural-technology company XAG, a Sinovation Ventures portfolio company, is sending drones, robots and sensors to rice, wheat and cotton fields, automating seeding, pesticide spraying, crop development and weather monitoring. XAG’s R150 autonomous vehicle, which sprays crops, has recently been deployed in the U.K. to be used on apples, strawberries and blackberries.

Some companies are rolling out robots in new and unexpected sectors. MegaRobo, a Beijing-based life-science automation company also backed by Sinovation Ventures, designs AI and robots to safely perform repetitive and precise laboratory work in universities, pharmaceutical companies and more, reducing to zero the infection risk to lab workers.

It’s not just startups; established market leaders are also leaning into AI. EP Equipment, a manufacturer of lithium-powered warehouse forklifts founded in Hangzhou 28 years ago, has with Sinovation Ventures’ backing launched autonomous models that are able to maneuver themselves in factories and on warehouse floors. Additionally Yutong Group, a leading bus manufacturer with over 50 years’ history, already has a driverless Mini Robobus on the streets of three cities in partnership with autonomous vehicle unicorn WeRide.

Where is all this headed? I can foresee a time when robots and AI will take over the manufacturing, design, delivery and even marketing of most goods—potentially reducing costs to a small increment over the cost of materials. Robots will become self-replicating, self-repairing and even partially self-designing. Houses and apartment buildings will be designed by AI and use prefabricated modules that robots put together like toy blocks. And just-in-time autonomous public transportation, from robo-buses to robo-scooters, will take us anywhere we want to go.

It will be years before these visions of the future enter the mainstream. But China is laying the groundwork right now, setting itself up to be a leader not only in how much it manufactures, but also in how intelligently it does it.

Source：https://time.com/6084158/china-ai-factory-future/

雖說您將離開台灣，但台灣永遠不會離開您！祝福酈英傑處長鵬程萬里！
---------------
轉載 @美國在台協會 AIT 貼文

📝酈英傑處長給台灣人民的道別信
「隨著我擔任美國在台協會處長的日子即將畫下句點，我也即將離開台灣，我想藉這個機會和大家分享，這一番歷練對我來說的意義是什麼。當我說擔任AIT處長其實是我這輩子的榮幸，也讓我得以實現長期職業生涯中的抱負與理想，這麼說一點也不為過。
我19歲時第一次離開家鄉，就是來台灣。對年輕的我來說，從那時起，台灣就成了交流與理解、探索與冒險的同義詞。台灣不僅有著讓人眼花撩亂的異鄉風情，也代表著意想不到的嶄新機會。我在這裡嘗試新奇的食物，像是水餃和臭豆腐，並且學習如何在擠滿單車和機車的大街小巷穿梭自如。一方面，我努力用我粗淺的中文，讓別人聽懂我說的話；但同時我也發現，無論走到哪裡，迎接我的都是滿滿的親切友善與熱情好客。
因此，在成為美國外交官後，能夠以台灣作為我派駐海外的第一站，真是再適合不過了。畢竟，是台灣首先點燃了我對亞洲、尤其是台灣的畢生興趣，也激發了我對跨文化理解和共享目標——也就是外交工作——的終身熱忱。此後，我也曾派駐其他地點，多數是在大中華區域，但我的台灣經歷與回憶始終常存我心。最終我能以美國駐台最高層級外交官的身分回來這裡，可說是我多年職涯的高峰。顯然，我這一生注定與台灣有著深刻的連結，或者也叫作「緣分」吧，才會讓我一次又一次不斷地回到台灣。
常有人問我，為什麼我這麼喜歡台灣。我總覺得：「答案不是很明顯嗎？」不過如果一定要我從個人與專業的角度，解釋我對台灣的喜愛與敬佩之情，我通常會提到以下幾個領域：
首先，台灣兼具活力與穩定、進步與延承、還有創新與傳統。每次回到這裡，我都對台灣社會在各個方面日新月異的進步感到驚艷不已。台灣的民主更臻成熟，經濟益加蓬勃，環境保護更受關注，藝術文化發展也生生不息。
台灣在許多最先進的科技產業上持續為全球創新樹立標竿，但與此同時，台灣的社會穩定和文化傳承依舊令人欽羨佩服。儘管生活充裕且形象良好，台灣人民卻依然謙虛樸實、平易近人。在台灣，最古老的傳統薪火相傳、歷久彌新。文化和歷史古蹟受到妥善的修復與保護；年輕人也可以學習代代相傳的書法技巧，接著再把作品秀在Instagram上。
再者，對美國來說，台灣正是共享利益與共享價值交集的典範。美台夥伴關係的重點在於確保科技發展能夠嘉惠、而非傷害我們雙方的經濟，科技突破則應被用於鞏固、而不是破壞我們的原則。美台之間自由、多元、平等及透明等共享價值，時時激勵我們努力在世界各地打造民主社會的韌性。而我們也持續尋求新的方式，為解決全球問題做出貢獻，這麼做不僅是因為能夠造福我們自己的人民，也是因為我們相信，身為21世紀敦親睦鄰的好夥伴，就是該這麼做。
最後，每當我想到台灣、以及整體美台關係，我總會想到希望、光明和成長。美台的情誼在過去40年來不斷拓展與茁壯。我相信每任處長都會同意，他們離開台灣時的美台夥伴關係，比起他們剛上任時都更上一層樓。同樣的，當我向AIT告別的那一天，我的心中將充滿肯定與成就感，因為我知道，美台夥伴關係比以往都更加深刻和強健，我也對自己能為美台關係今天亮眼的進展小有貢獻，而深感驕傲。
但是，比起這些事情，我想我更難忘的是台灣在我生命中所留下的深刻印記。我永遠會記得我在台灣度過的第一個聖誕節，還有第一個農曆新年。我永遠會記得台灣朋友的真摯與溫暖、教會同伴堅定的信仰、炎炎夏日來一碗芒果冰的沁涼、資源回收車沿街播放《給愛麗絲》的回音，還有巷弄中撲鼻而來的茉莉花香，這些都會是我畢生珍藏的美好回憶之一。我也會記得好友間的餐聚、充滿歡笑和故事的夜晚、以及一路以來我受到過的無數的善意與關懷。我更會永遠記得，是各位台灣朋友們，你們以各種不同的方式，讓我和我家人的生命更加地豐盛美好。對此，我要衷心地謝謝大家。
雖然我將離開台灣，但台灣不會離開我。」
— 美國在台協會處長 酈英傑
✅信件全文亦可至AIT官網查看：https://bit.ly/2TSkLDF
📝A Farewell Letter from AIT Director W. Brent Christensen
"As my time as AIT Director draws to a close and I prepare to leave Taiwan, I want to take this opportunity to tell you what this experience has meant to me. It is not an exaggeration to say that this has been the honor of my life and the fulfillment of a career-long aspiration.
The first time I left my hometown at age 19, it was to come to Taiwan. From that early age, Taiwan became synonymous for me with the ideas of exchange and understanding, exploration and adventure. Taiwan represented both disorienting foreignness and unexpected opportunity, as I tried new food – like shuijiaos and qiu doufu – and learned to navigate my way through streets crowded with bicycles and scooters. And struggled to make myself understood with my rudimentary Mandarin. But all the while discovering the kindness and generosity that welcomed me wherever I went.
It felt appropriate for me to serve my first tour as a U.S. diplomat in the place that first sparked in me a lifelong interest in Asia – and in Taiwan in particular – and in cross-cultural understanding and shared purpose, or in other words, diplomacy. After that, my career took me to other places, but mostly still in the China region. But the memories of my experiences in Taiwan stayed with me. And finally having the opportunity to serve as the top U.S. diplomat to Taiwan was the culmination of all the years that came before. It is clear that I have a lifelong connection to Taiwan, or “yuanfen,” that has led me to return again and again.
People often ask me why I have such a fondness for Taiwan. “Isn’t it obvious?!” I always think. But when forced to explain my affection for and professional fascination with Taiwan, I usually come back to a few themes.
First, dynamism and constancy; progress and preservation; innovation and tradition. Every time I return to Taiwan, I am immediately struck by the many ways Taiwan has advanced as a society. Taiwan’s democracy grows more mature, its economy more prosperous, its environment more cared-for, and its arts and culture more vibrant.
Taiwan’s industry continues to set the benchmark for global innovation in some of the most sophisticated technologies, but at the same time, Taiwan society is remarkable for its stability and cultural continuity. Taiwan’s people, despite their relative wealth and stature, continue to be modest and unassuming. Taiwan’s most ancient traditions are alive and well. Cultural and historic sites are restored and preserved. Young people may learn calligraphy techniques handed down for generations, but then share their work on Instagram.
Second, for the United States, Taiwan exemplifies the intersection of shared interests and shared values. Our partnership is about making sure our economies are beneficiaries rather than casualties of technological development and ensuring that technological development advances rather than undermines our principles. Our shared values of freedom, diversity, equality, and transparency inspire our efforts to build the resilience of democracies around the world. And we continue to find new ways to contribute to global problem solving, both because it benefits our own peoples and because we share the belief that this is what it means to be a good neighbor in the 21st century.
Finally, I associate Taiwan – and the broader U.S.-Taiwan relationship – with hope, promise, and growth. This friendship has expanded and flourished over the past 40 years; I believe every person who has done this job walked away knowing they left this partnership better than they found it. I will similarly leave AIT with a sense of accomplishment and success, knowing that the U.S.-Taiwan partnership is deeper and stronger than ever, and feeling immensely proud of my small role in getting us there.
But more than any of these things, I will remember the ways that Taiwan has touched me personally. I will always remember my first Christmas in Taiwan – and my first Chinese New Year. I will remember the warmth of Taiwan friendship, the faith of my fellow church members, the taste of a mango bing on a hot summer day, the echo of “Fur Elise” from the recycling truck, the fragrance of jasmine blossoms in village alleyways – these are just some of the memories I will treasure. I will remember the long dinners with dear friends, full of laughter and stories. And I will remember their many kindnesses. I will remember all the ways big and small that you, the people of Taiwan, touched my life and the lives of my family. And for that, I thank you.
I may be leaving Taiwan, but Taiwan will never leave me. "
-- AIT Director William Brent Christensen
✅Read the letter: https://bit.ly/3hUrsgw

Link to Taiwan Food and Drug Administration (COVID-19 vaccine trial): https://twcvt.fda.gov.tw/COVID19/index.aspx

Link to Moshi Deep Purple Kickstarter: 55e.fnd.to/moshi

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又到星期四的 Instagram Tips Thursdays!
上星期分享了 我是如何在「1天內制作30天高質IG帖文」
當IG帖文制作到最後，大家都會面對一個困難就是：
「 IG HASHATG 該怎樣用？」
眼見太多，太多人都沒有好好利用instagram hashtag 這個重要環節來增加暴光，
這個instagram 功能既免費，又不難用，為什麼大家不好好利用呢？

所以今次影片會跟大家分享IG hashtag該怎麼用，打hastags要注意什麼和 ig hashtag禁忌等等.

大家覺得今次影片有幫上忙的話，希望大家多多支持，
幫忙按個 「 LIKE 」，
日後會有更多精彩影片上載喔～

想找更多有關創業的影片可拉到下面

如果呢段片幫到你，希望你subscribe 同follow,或者分享比你身邊有用的人＝）
你都有野分享，歡迎留言！

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收看更多免費教學影片？Share，Subscribe + Like 吧！
更多有關創業的影片可拉到下面
⚠️【中文字幕請到右下方開啓】⚠️

================================​
?【IG創業速成™】課程2.0 - 不只是增粉 https://bit.ly/course-ig2
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?Instagram 找我： IG創業話題 @livigrace.co ​ ​ 生活個人成長 @livigrace.online​
?想發問？加入面書群組，互相支持 http://bit.ly/thebosssquadhk​

================================​
?重點影片​
// 我的創業故事 （朝9晚6小資女必看）​
https://youtu.be/s1YYlpeN7iQ
//如何IG天然增粉2倍- (真人粉絲，賺真錢！)​
https://youtu.be/84MszvXeY5s
//1天內製作30天高質IG帖文（天天發帖文，不再擔心沒靈感了！）
https://youtu.be/MUkMH39MAjA
// Instagram Tips 增加客流量＋暴光 實用5招
https://youtu.be/lKuTTeI43Sw
// Niche 如何設定 "明確"目標客群​
https://youtu.be/gIuV_WV5zog
// IG愈多followers =愈多生意？（想用 IG 賺錢的人注意）​
https://youtu.be/pT6x2cxr6Es
// IG followers又升又跌點算好？如個破解？​
https://youtu.be/CQg3MOFzupQ

================================​
?Affiliate (自用覺得好才推薦給大家）​
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#銷售 #onlinecourse #businessowner #instagramtips

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