🌻
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31部Youtube影片,追蹤數超過11萬的網紅Lukas Engström,也在其Youtube影片中提到,Sign up for Notion here: https://ntn.so/lukasnotion Do you want to see MORE videos like this one? Please consider joining my YouTube channel to get...
「looks like中文」的推薦目錄:
- 關於looks like中文 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於looks like中文 在 那一年我的糕糕 Facebook 的最佳解答
- 關於looks like中文 在 D.A. Facebook 的最佳貼文
- 關於looks like中文 在 Lukas Engström Youtube 的最佳解答
- 關於looks like中文 在 VOGUE Taiwan Youtube 的最佳解答
- 關於looks like中文 在 VOGUE Taiwan Youtube 的精選貼文
- 關於looks like中文 在 老了嗎?Millennials Show Us What 'Old' Looks Like-(中文字幕 ... 的評價
- 關於looks like中文 在 Permissions Guide - Facebook Login 的評價
looks like中文 在 那一年我的糕糕 Facebook 的最佳解答
早上河濱公園遇到一位帶著柴犬的老外
母幼柴名字叫Data,因為主人是工程師背景
對方同時也問了糕的名字
我回答Robert之後
對方馬上回說:Robert?! He looks like one!
但老北忍住,沒繼續歪樓搭腔…
Um…(你知道Robert中文翻譯成蘿蔔嗎?你現在是說我兒子像一顆菜頭?)
#Robert名字一般給人敦厚老實勤勞的印象
#誠懇的蘿蔔😜
looks like中文 在 D.A. Facebook 的最佳貼文
-(中文版本往下滑!)
BH Cosmetics x Carli Bybel deluxe edition eyeshadow palette look 3! What this look differs from the others is that I add glitters from unleashia !
Unleashia get loose glitter gel No.7 happy baker has pinky and purple-ish glitters, suits the purple side of the palette 😉 I add it on the middle of my eyelids, makes this look more sparkling than the first look!
Which look of the 3 looks I create from bhcosmetics’ palette do you like the most?
Let me know in the comments down below:)
More pics👉👉👉
Wish you all a lovely day 🌸
-
#bhcosmetics 和 #carlibybel 聯名的眼影盤眼妝分享第三彈!
這次不一樣的是還加上了 #unleashia 璀璨閃光眼影凝膠 No.7 happy baker,一個紫色和粉色混雜的亮片!加在眼中讓妝容比第一個妝容更加閃亮✨!
用bhcosmetics眼影盤化的三個眼妝裡面你們最喜歡哪個呢?
歡迎在留言區跟我分享❤️
更多照片👉👉👉
祝你們有美好的一天🌸
#makeup #化妝 #化粧 #アイメイク #motd #dailymakeup #コスメ #아이메이크업 #메이크업 #오늘의화장 #눈화장 #makeupinspo #makeupideas #makeupinspiration #makeuptutorial #100daysofmakeup #wakeupandmakeup #eotd #eyemakeup #eyeshadowpalette #eyeshadow #眼妝 #kbeauty #glittereyeshadow #glittermakeup #glitters #glittereye
looks like中文 在 Lukas Engström Youtube 的最佳解答
Sign up for Notion here: https://ntn.so/lukasnotion
Do you want to see MORE videos like this one?
Please consider joining my YouTube channel to get access to exclusive perks and also support me as all my income will go directly back into the channel: https://www.youtube.com/channel/UCJQ4cxWeJk2eM4vVRRC9cbg/join
Don't forget to also check out the Lukas in Taiwan podcast:
Apple Podcasts:
https://podcasts.apple.com/us/podcast/lukas-in-taiwan-外國人介紹台灣/id1577985574
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Please note that my Patreon now is inactive, but that you are welcome to support me there as well if my YouTube membership is not enough: https://www.patreon.com/LukasEngstrom
Please also follow me on:
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If you want to send my something that might be shown in a future video, please send it to:
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The following is the gear I’m using when making my videos. I’m part of Amazon Services LLC Associates Program which means that I will get a small commission if you purchase anything via my links. Any commission I’ll be getting will go straight back into buying new gear for my future videos, so any kind of support is highly appreciated!
Cameras:
Canon EOS R (main camera): https://amzn.to/3fCbINR
Canon M50 (B-cam): https://amzn.to/2Tf998r
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Insta 360 One R (Best 360/action cam combo): https://www.insta360.com/sal/one_r?insrc=INRAIR0
Lenses:
Canon RF 15-35mm F2.8 L IS USM: https://amzn.to/3o4N8YZ
Canon RF 24-70mm F2.8 L IS USM: https://amzn.to/34RDy1V
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Studio equipment:
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Ninja V recorder: https://amzn.to/36azTzR
SanDisk Ultra 3D 1TB SSD: https://amzn.to/36f1pfH
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DJI:
Drone: DJI Mavic 2 Zoom: https://amzn.to/2Sak4CX
Mavic 2 Fly More Kit: https://amzn.to/2TlpLLT
Gimbal: DJI Ronin-S Handheld 3-Axis: https://amzn.to/2NG4L20
Other:
Microphone: RØDE VideoMic Pro+: https://amzn.to/2Tg9mbx
2x SanDisk Extreme Pro Memory Card (128GB): https://amzn.to/2Oi0CQX
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Canon EOS M Mount Adapter: https://amzn.to/2O1jH9I
Canon EF-EOS R Mount Adapter: https://amzn.to/2NDak0V
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ADATA D8000L LED Power Bank: https://amzn.to/34MrlLY
Transcend ESD240C Portable SSD (480GB): https://amzn.to/2X5L7xW
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Transcend StoreJet 25MC HDD (1TB): https://amzn.to/2KekmUd
Transcend 128GB microSD: https://amzn.to/2tCkOmw
MacBook Pro 16”: https://amzn.to/3fElb77 Asus VP28UQG 28" 4K/UHD monitor: https://amzn.to/2CE5eeI
![post-title](https://i.ytimg.com/vi/rWl7N05OGUs/hqdefault.jpg)
looks like中文 在 VOGUE Taiwan Youtube 的最佳解答
超模辛蒂克勞馥回顧13套時尚造型 ►https://smarturl.it/sc4pep
出身哥倫比亞的流行樂超級巨星夏奇拉 Shakira 無所不能,不但包辦詞曲創作、唱片製作,甚至參與了她的造形設計。Vogue Taiwan 的「明星經典穿搭回顧」單元邀請這位以〈電動馬達Hips Don't Like〉紅透半邊天的歌手,回顧自己生涯中幾個最佳(和最差)的時尚時刻;從她標誌性的露臍上衣搭配皮褲,一路講到 2020 年超級盃那雙手工縫上數千顆施華洛世奇水晶的猩紅色靴子。
#明星經典穿搭回顧 #Shakira #夏奇拉
【 其他熱門主題】
讓喜歡的事變生活!Good Job! ► http://smarturl.it/r7si6s
芭蕾舞者們的血淚史 ► http://smarturl.it/uhot5l
唐綺陽12星座深入剖析 ► http://smarturl.it/in8eqp
美容編輯正芳隨你問 ► http://smarturl.it/zf5840
口音、服裝專家拆解經典電影 ► http://smarturl.it/zcbgmf
---------------------------------------------------------------
【追蹤 VOGUE TAIWAN】
★訂閱VOGUE TAIWAN Youtube:http://smarturl.it/xbtuuy
★VOGUE TAIWAN 官網:http://www.vogue.com.tw/live/
★VOGUE TAIWAN Facebook:https://www.facebook.com/VogueTW/
★VOGUE TAIWAN Instagram:https://www.instagram.com/voguetaiwan/
★VOGUE TAIWAN LINE:https://reurl.cc/V66qNn
★美人會不會 FB社團:http://hyperurl.co/rgfitl
▷ Make sure you subscribe to my channel and hit the notification bell, so you don’t miss any of my new videos → http://smarturl.it/xbtuuy
--------------------------------------------
※關於時尚,VOGUE說了算!自從1892年第一本VOGUE在美國出版以來,至今已有122年的歷史,始終被時尚專業人士所推崇,因此榮譽為Fashion Bible時尚聖經。
--------------------------------------------
※台灣VOGUE隸屬Condé Nast Interculture Group,相關國外影片皆由國外授權提供給台灣使用,台灣VOGUE秉持服務網友,讓更多中文語系觀眾可以看到國際影片跟中文字幕,所以在此頻道分享給大家,如果喜歡我們的頻道,請訂閱我們,我們將會持續努力帶來更多優質內容。
![post-title](https://i.ytimg.com/vi/3oV2ItiRkpE/hqdefault.jpg)
looks like中文 在 VOGUE Taiwan Youtube 的精選貼文
賽琳娜戈梅茲73個快問快答 ► https://smarturl.it/0eo0qh
賽琳娜戈梅茲 (Selena Gomez) 坦率地評論她最好(和最壞)的時尚時刻。 賽琳娜談論了她從“Love you like love song”到“Spring Breakers”等等的容貌。 你知道她設計了一些紅地毯造型嗎?
#明星經典穿搭回顧 #賽琳娜·戈梅茲 #SelenaGomez
【 其他熱門主題】
讓喜歡的事變生活!Good Job! ► http://smarturl.it/r7si6s
芭蕾舞者們的血淚史 ► http://smarturl.it/uhot5l
唐綺陽12星座深入剖析 ► http://smarturl.it/in8eqp
美容編輯正芳隨你問 ► http://smarturl.it/zf5840
口音、服裝專家拆解經典電影 ► http://smarturl.it/zcbgmf
---------------------------------------------------------------
【追蹤 VOGUE TAIWAN】
★訂閱VOGUE TAIWAN Youtube:http://smarturl.it/xbtuuy
★VOGUE TAIWAN 官網:http://www.vogue.com.tw/live/
★VOGUE TAIWAN Facebook:https://www.facebook.com/VogueTW/
★VOGUE TAIWAN Instagram:https://www.instagram.com/voguetaiwan/
★VOGUE TAIWAN LINE:https://reurl.cc/V66qNn
★美人會不會 FB社團:http://hyperurl.co/rgfitl
▷ Make sure you subscribe to my channel and hit the notification bell, so you don’t miss any of my new videos → http://smarturl.it/xbtuuy
--------------------------------------------
※關於時尚,VOGUE說了算!自從1892年第一本VOGUE在美國出版以來,至今已有122年的歷史,始終被時尚專業人士所推崇,因此榮譽為Fashion Bible時尚聖經。
--------------------------------------------
※台灣VOGUE隸屬Condé Nast Interculture Group,相關國外影片皆由國外授權提供給台灣使用,台灣VOGUE秉持服務網友,讓更多中文語系觀眾可以看到國際影片跟中文字幕,所以在此頻道分享給大家,如果喜歡我們的頻道,請訂閱我們,我們將會持續努力帶來更多優質內容。
![post-title](https://i.ytimg.com/vi/fwXiqBGoaq0/hqdefault.jpg)
looks like中文 在 Permissions Guide - Facebook Login 的推薦與評價
This is available as a separate screen in the login dialog when you ask for permissions. Your app should handle the case where someone had declined to grant ... ... <看更多>
looks like中文 在 老了嗎?Millennials Show Us What 'Old' Looks Like-(中文字幕 ... 的推薦與評價
你,老了嗎?Millennials Show Us What 'Old' Looks Like-(中文字幕) ◎Youtube. March 12, 2018 ... ... <看更多>