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關於 news articles中文 ，我們在網路上蒐集到這些相關的討論、資訊與評價

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在news articles中文這個產品中，有29篇Facebook貼文，粉絲數超過0的網紅，也在其Facebook貼文中提到， 9/28 如果花知道 發佈會新聞🌻 鏡週刊⬇️ https://www.mirrormedia.mg/story/20210927ent020/ NOWnews⬇️ https://www.nownews.com/news/5393328 CTWANT⬇️ https://www.ctwant...
　同時也有8部Youtube影片，追蹤數超過2萬的網紅能能糯米 RunRunRomeo，也在其Youtube影片中提到，《美洲新世界》是以 17 世紀殖民時期美洲大陸為背景、採虛構歷史內容的多人角色扮演遊戲 ( MMORPG ) 玩家來到大西洋一個廣闊卻危機四伏的超自然島嶼永恆島（Aeternum）冒險 遊戲製作商 Amazon Game Studios 表示 《美洲新世界》將結合動作、角色扮演要素 大規模的攻城戰，...

news articles中文 在 貓的成長美股異想世界 Facebook 的最讚貼文

貓的成長美股異想世界 By 貓的成長美股異想世界

2021-09-23 07:57:19 有 59 人按讚
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🌻
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/

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news articles中文 在 Facebook 的最讚貼文

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2021-09-08 13:44:57 有 52 人按讚
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🔴四位數的台積電? 三位數的聯電? -📀晶圓代工成熟製程的爭霸戰🆙

▶️➡️全球晶圓代工龍頭台積電（TSMC）8月25日陸續通知客戶，即日起該公司生產的7奈米以上的製程新訂單全面漲價20%，7奈米以下的先進制程漲價7%到9%。消息震撼全球半導體供應鏈，分析稱將直接衝擊全球半導體產業及相關產品。

晶圓代工缺貨漲價已經不是產業新聞，從去年起聯電一路漲價，到今年向來認為晶圓代工業者不該隨著需求高就調高價格，需求差就降價的台積電，也罕見的一口氣調漲的先進V.S成熟製程的價格，而仔細去看漲價的內容，成熟製程更是漲價兩成，從這樣漲價的幅度就可以知道，成熟製程的市場需求有多麼的強勁，這就不難理解，專攻成熟製程市場的聯電，去年股價大漲187%，台積電60.1%，今年迄今聯電大漲53%，台積電17.7%。

事實上，聯電自從2018年放棄12奈米以下的先進製程，專攻8吋晶圓和28奈米成熟製程，當時很震撼市場，這等於是宣布不再和台積電軍備競賽，這讓聯電股價一直都徘徊在1X元，就不難窺見市場對聯電這布局的反應，但聯電反而因此不需要增加資本支出，後續折舊攤提費用，專注在提高股東報酬率和現金流量，聯電今年第2季毛利一舉突破30%、來到31.3%；上半年營收較去年同期成長13.1%，但上半年EPS卻較去年同期成長超過1倍多，去年上半年EPS 0.74元、今年上半年EPS 1.83元，顯然轉型有成。聯電日前法說會上也表示，第3季的需求仍然強勁，預估晶圓出貨量季增1-2%，平均銷售單價季增約6%，估第3季毛利率將進一步上揚約在35%，本業獲利也可比第2季持續成長。最新9月8號聯電總座表示，晶圓訂單客戶產能已經談到到明年底。

🚗價格調升、毛利增加這些是結果，但真正的原因，也就是需求，究竟從何開始爆炸性成長？真正讓聯電能夠一躍而起的，是５Ｇ電動車各種互聯網時代的需要，現在所需最夯的電動車相關的車用電子，非常需要大量的成熟製程晶片，當然還有微控制器等消費電子、通訊設備、智慧醫療等等，這讓成熟製程爆發性的開支散葉成長，成熟製程的可應用層面非常之廣，用白話一點的方式來說想像一下一輛智慧電動車所需要的車用晶片有多少？相較於傳統汽車，電動車就像一台可移動的超大型電腦，使用的半導體晶片需求將會大增，這也就是為何晶圓代工廠、矽晶圓廠均積極佈局車用市場，並相繼切入更新的材料：氮化鎵 (GaN) 等化合物半導體領域（也就是第三代半導體）。那麼先進製程呢？因為他的技術門檻高，主要使用在高端的傳輸、伺服器、數據中心等等，相較於成熟製程目前可應用的相對少。

🕐科技進步走的太快，晶片卻來不及生產供應，讓現階段的市場需求青睞成熟製程，等於是聯電的主場優勢，看到這裡就明白的聯電，外資重新擁抱甚至喊到百元目標價，曾經在21年前達到175元以上的歷史高點，市場都在看21年的漫長等待，聯電有沒有機會重返三位數？當然有著先進製程領先實力的台積電，回頭過來衝成熟製程，兩邊通吃，外資也不吝嗇看好到千元實力。

❗️需要思考的是，不只台灣廠商，亞洲的晶片供應商像是中國、韓國也前仆後繼擴廠，衝刺門檻相對低的成熟製程，來解決現階段晶片供不應求的景況，缺貨不會一直持續，何時會達到飽和？還有多久好光景達到產業的滿足點？這些是投資朋友們在操作上不妨納入考量的喔！

參考+延伸閱讀資料：
https://www.businessweekly.com.tw/business/blog/3007168
https://www.bbc.com/zhongwen/trad/business-58421003
https://www.cmmedia.com.tw/home/articles/29647
https://udn.com/news/story/7240/5676126

商業週刊
BBC News 中文
Anue鉅亨網財經新聞

圖片來源：BBC

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news articles中文 在 能能糯米 RunRunRomeo Youtube 的精選貼文

能能糯米 RunRunRomeo By 能能糯米 RunRunRomeo

2020-09-04 12:00:08 有 6,333 人看過 有 176 人喜歡
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《美洲新世界》是以 17 世紀殖民時期美洲大陸為背景、採虛構歷史內容的多人角色扮演遊戲 ( MMORPG )
玩家來到大西洋一個廣闊卻危機四伏的超自然島嶼永恆島（Aeternum）冒險
遊戲製作商 Amazon Game Studios 表示
《美洲新世界》將結合動作、角色扮演要素
大規模的攻城戰，豐富的製作系統與角色升級等
希望能照顧到喜愛 PvE 探險或是 PvP 玩家的需求

? 加入會員 - https://www.youtube.com/能能糯米RunRunRomeo/join
❤️ 訂閱糯米 - https://www.youtube.com/能能糯米RunRunRomeo?sub_confirmation=1
? Follow FB - https://www.facebook.com/runrunromeo.hk
? Follow IG - https://www.instagram.com/run_run_romeo/

#玩乜懶嘢人包 #美洲新世界 #NewWorld #RPG

- - - - - - - - - - - - - - - - - - - - - - - - - - - -
00:00 前言
00:42 非戰鬥元素
01:17 戰鬥系統
01:38 武器技能
02:51 角色升級
03:30 裝備
04:37 派系勢力
05:41 公會
06:13 領地
07:03 PvP大型戰爭
08:34 PvE大型戰爭
10:17 副本
11:18 買物業
11:49 總結
- - - - - - - - - - - - - - - - - - - - - - - - - - - -

其他連結 :
Steam 商店頁 - https://store.steampowered.com/app/1063730/New_World/

Source 1 - https://newworldfans.com/about-new-world-mmo
Source 2 - https://www.newworld.com/en-us/news/articles/march-to-battle-factions
Source 3 - https://www.newworld.com/en-us/news/articles/crafting-in-new-world
Source 4 - https://www.newworld.com/en-us/news/articles/items-in-new-world
Source 5 - https://www.newworld.com/en-us/news/articles/fight-the-world-war
Source 6 - https://www.newworld.com/en-us/news/articles/fight-the-world-invasions
Source 7 - https://www.newworld.com/en-us/news/articles/march-to-battle-corrupted-breaches
Source 8 - https://www.newworld.com/en-us/news/articles/arenas-of-the-ancient-guardians

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能能糯米 抱着玩遊戲「注重過程而不重結果」的心態 以廣東話為遊戲做深入介紹的香港頻道 希望大家看完 糯米 的介紹 快速對遊戲有一個全面了解 繼而節省大家選購遊戲的時間
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news articles中文 在 Edwin H. Youtube 的最佳貼文

Edwin H. By Edwin H.

2020-01-15 20:00:18 有 139,427 人看過 有 6,128 人喜歡
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久等了，請各位趁熱品嘗
呢度43件，一半未到，等睇part 2有幾多件

傳送門：
https://www.us.kohler.com/us/Moxie-Showerhead-Wireless-Speaker/article/CNT120100003.htm
https://www.ces.tech/Innovation-Awards/Honorees/2020/Honorees/O/Opte-Precision-Skincare-System.aspx
https://www.prinker.us/
https://www.lg.com/global/lg-signature/oled-tv-r9
https://www.lg.com/us/tvs/lg-OLED65WXPUA-signature-oled-4k-tv
https://www.lg.com/us/tvs/lg-oled77gxpua-oled-4k-tv#
https://variety.com/2020/digital/news/filmmaker-mode-hdtv-support-manufacturers-hollywood-uhd-alliance-1203459015/
dolby vision iq
https://www.youtube.com/watch?v=uHrGrkpGiSE
Samsung Q950T
https://news.samsung.com/global/samsung-electronics-unveils-2020-qled-8k-tv-at-ces
sero
https://news.samsung.com/medialibrary/global/album/16
https://www.vizio.com/en/news/2020/jan/vizios-2020-smartcast-tv-lineup-advances-picture-quality-leadership-with-more-quantum-color-models-and-first-oled-tv
https://www.vizio.com/2020-tv-collection
https://www.vizio.com/en/news/2020/jan/vizio-overhauls-audio-lineup-to-advance-industry-leading-sound-quality-and-unveils-a-brand-new-design-aesthetic
Lenovo smart frame
https://www.youtube.com/watch?v=ESYgSK7AAoY
https://www.lenovo.com/hk/zf/tablets/lenovo-tablets/tab-series-tablets/Lenovo-Tab-M10/p/ZZITZTATBAX
https://www.wacom.com/zh-hk/products/pen-displays/wacom-one
https://rog.asus.com/articles/gaming-monitors/the-rog-swift-360hz-is-the-worlds-fastest-esports-gaming-monitor/
https://news.samsung.com/global/tag/samsung-odyssey
dell Alienware Concept UFO
https://www.youtube.com/watch?v=S6qQC4YQHPc
https://www.razer.com/gaming-controllers/razer-kishi
https://press.razer.com/product-news/razer-pushes-the-boundaries-of-pc-and-mobile-gaming-at-ces-2020/
https://www.razer.com/concepts/razer-ultimate-racing-simulator
MSI GS stealth GE66 raider meg aegis ti5
https://www.msi.com/news/detail/8b73f6e0233d36b602d3380b92c24767
https://wccftech.com/intel-ghost-canyon-nuc-element-pc-review-leaked/
https://www.razer.com/concepts/razer-tomahawk
https://www.asus.com/Laptops/ROG-Zephyrus-G14/
https://www.asus.com/Keyboards-Mice/ROG-Chakram/
https://newsroom.intel.com/video-archive/video-intel-introduces-horseshoe-bend-with-foldable-oled-display/
https://news.lenovo.com/pressroom/press-releases/worlds-first-foldable-pc-thinkpad-x1-fold-ushers-in-a-new-era-of-mobile-computing/
https://www.theverge.com/circuitbreaker/2020/1/6/21048265/dell-concept-ori-duet-prototype-laptops-foldable-dual-screen-ces-2020
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news articles中文 在 Kye923 Youtube 的最讚貼文

Kye923 By Kye923

2019-09-08 06:00:56 有 13,325 人看過 有 116 人喜歡
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再等多 1 個月就上市, 看了第 2 支預告片還蠻期待的?

『 資訊源自官方 & 機核網 』
https://www.gcores.com/articles/113783

牧場物語 再会のミネラルタウン
Story of Seasons Reunion in Mineral Town

日本 & 中文預計將於 10 月 17 日推出.

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一名 #馬來西亞 內容創作者的 #牧場物語重聚礦石鎮 資訊分享影片.
#StoryofSeasonsReunioninMineralTown news & information sharing by a #Malaysia content creator.

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馬來西亞 Malaysia Youtuber 主要製作遊戲影片. 熱衷於分享相關的資訊, 心得, 攻略, 教學等等. Mainly create gaming videos. Has great enthusiasm for sharing related news, information, guides, tutorial, reviews etc. 【 合作邀約 Business Inquiries 】 [email protected]
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社群媒體上有些相關的討論：

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#97. The Chinese University of Hong Kong

The Chinese University of Hong Kong (CUHK) is a top Hong Kong university with strong research emphasis. The university aims to bring together China and the ...