🌻
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34部Youtube影片,追蹤數超過8萬的網紅BenRanAway,也在其Youtube影片中提到,Having a picnic indoors and Netflix & Chill haha… Follow us for the day as we use 24 products in 24 hours while staying home! *This video is sponsor...
「online shopping platform」的推薦目錄:
- 關於online shopping platform 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於online shopping platform 在 เกมถูกบอกด้วย v.2 Facebook 的最讚貼文
- 關於online shopping platform 在 Facebook 的最讚貼文
- 關於online shopping platform 在 BenRanAway Youtube 的精選貼文
- 關於online shopping platform 在 Daphne Iking Youtube 的最讚貼文
- 關於online shopping platform 在 Aina Maisara Youtube 的精選貼文
- 關於online shopping platform 在 Facebook Shops: Online Storefront On Facebook and Instagram 的評價
online shopping platform 在 เกมถูกบอกด้วย v.2 Facebook 的最讚貼文
[News] Nadz เตรียมจัดเทศกาลลดราคา 9.9 เครื่อง Nintendo Switch รุ่นแบตอึดลดสูงสุดเหลือ 7,021 บาท เที่ยงคืนนี้
.
Nadz Project เตรียมจัดเทศกาลลดราคาเครื่องเกมคอนโซลและเกมต่างๆ ในวัน 9.9 ของ Lazada
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ที่น่าสนใจก็คือ เครื่อง Nintendo Switch รุ่นแบตอึด สี Neon จะลดราคาเหลือ 9,620 บาท แต่ในเทศกาลนี้จะมี Seller Voucher ที่จะได้ส่วนลด 650 บาท เมื่อซื้อสินค้าขั้นต่ำ 9,000 บาท, Lazada Bonus ที่จะได้ส่วนลดอีก 950 บาท และ Lazada Voucher ที่จะได้ส่วนลดอีก 999 บาท
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ทำให้ได้ส่วนลดอีกสูงสุด 2,599 บาท เหลือราคาเพียง 7,021 บาทเท่านั้น ซึ่งถือว่าถูกที่สุดในช่วงนี้เลยทีเดียว
.
Seller Voucher คือ โค้ดส่วนลด NADZ เริ่มเก็บได้แล้ววันนี้ เข้าไปเก็บได้ที่นี่ - https://bit.ly/2NV1gHO (เลื่อนลงมาตรง Seller Voucher)
Lazada Bonus เข้าไปกดเก็บได้ที่แอป Lazada
Platform Voucher คือโค้ดส่วนลดจาก Lazada เริ่มเก็บได้ตอนเที่ยงคืนนี้
.
สำหรับผู้ที่สนใจสามารถเข้าไปรอที่หน้าสินค้าได้ที่นี่
https://bit.ly/3yL75c1
.
โดยโปรโมชันนี้ จะเริ่มต้นในตอนเที่ยงคืนที่จะถึงนี้
.
ช่องทางจำหน่าย Online
LazMall(Lazada) : https://bit.ly/2NV1gHO
Website : https://www.nadzproject.com/
Line Shopping : https://lin.ee/vTM6Kqa/thhp
K-Market : https://bit.ly/3d4rdOi (สำหรับมือถือเท่านั้น)
online shopping platform 在 Facebook 的最讚貼文
Happy 2nd birthday to @lamboplace. Share with everyone what I have ordered from LamboPlace in this video.
LamboPlace is one stop online platform that you can grab fresh items, kitchen appliances, fashion, services and etc. As you know LamboPlace turn 2 this month, you can grab LamboPlace Giveaway gifts & vouchers worth RM1 Million. ( this will end on 31st August 2021). Don't miss out this great deal.
URL link: https://bit.ly/3f3lCcg
Use my code: KOLBETTY-I
Hope you enjoy your shopping with LamboPlace and they really have the best deal.
#LamboPlace #Lambo2gether #LamboSociety #bettyjourney #contentcreator
online shopping platform 在 BenRanAway Youtube 的精選貼文
Having a picnic indoors and Netflix & Chill haha… Follow us for the day as we use 24 products in 24 hours while staying home!
*This video is sponsored by Lazada*
Full list of products here:
Gillette Fusion ProGlide Power Styler Razor
Systema Gum Care Toothbrush Compact Head - Soft
Colgate Max Fresh Coolmint Toothpaste 160g
Reebok GYMBALL With Hand Pump 65cm
Adidas Training Mat (ADMT-12235)
Nike Men's Breathe Running Tee - Black (S, M)
Nike Men's Run Wild Run Brief-Lined Running Shorts - Hasta S
Nike Men's Flex Woven Training Shorts - Black M
Shokubutsu Men 2-In-1 Hair & Body Wash 850Ml (Fresh Blast)
Clear Men Cool Sport Menthol Anti-Dandruff Shampoo
Cornell 20L Microwave Oven CMO-S20L
Hooga Dinner Plate Reo in BLUE L
HOOGA Platter Hepburn
Home Living Plastic Table Cloth
Breeze Fresh Eucalyptus 3-in-1 Power Laundry Capsules 270g (18pcs)
Scott Protect Kitchen Wipes 30s
Pukka Chamomile Vanilla & Manuka honey Organic Herbal Tea
Hooga Coffee Glass Reo
Yankee Candle A Calm & Quiet Place 623g
Add to cart now on the Lazada app: http://lzd.co/laz66gss and find Lazada Singapore's YouTube Channel here: https://www.youtube.com/c/LazadaSingapore
0:00 Intro
0:15 Task 1: Begin your morning routine
0:43 Task 2: Breakfast is the most important meal of the day
1:14 Task 3: Complete an exercise routine
2:03 Task 4: Fulfil your work responsibilities
2:23 Task 5: Have an indoor picnic for lunch
2:54 Task 6: Your home needs some cleaning
3:44 Task 7: Squeeze in a little time for self-care
4:23 Wrap up
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PURCHASE OUR #BENRANAWAY T-SHIRT HERE:
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Find us elsewhere:
BenRanAway:
Instagram: http://instagram.com/benranaway
TikTok: https://www.tiktok.com/@benranaway
Typicalben:
Instagram: http://instagram.com/typicalben
Randy:
Instagram: http://instagram.com/randyys
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online shopping platform 在 Daphne Iking Youtube 的最讚貼文
GAIZZZZ SOB! Macam MCO 3.0 nak kejadian ni!!!
With kes COVID-19 on a rise, the prospect of making the ????? ??????? journey to celebrate the coming Hari Raya with loved ones seem so GRIM. So again, it’s going to be a cosy but SAFE celebration here at the #IkingAzmi abode. But unlike last year, where I was in my confinement and we ordered our Raya meals - I’m starting my own family tradition by cooking the WHOLE Raya “feast” with the kids! This is a HUGE for Noob Cook like @gramforthecook hokays?!
I prefer to shop for my groceries online - partially cause I want to delegate chores like shopping for more productive stuff. Also, I’m trying to stay safe at home. Just don’t want to take the risk of going out unnecessarily.
Bonus point? When paying with my @myboostapp, I get Boost coins, cash back and promo deals - depending on the merchants I purchase from.
Today, I shared my ????? ????? in prepping for the upcoming Raya in my LIVESTREAM which includes:
1. Buying groceries online (sooo many merchants are with Boost’s ecosystem like @shiffa_enterprise , @fishforitmy , @wadoodmart , @happyfresh_my and so much more!)
2. Use ready-to-eat meals like Ketupat (Brand Nona is sold in most grocers. They seem ok), powder / pastes
3. If you’re baking game is not so Onz, orders cakes and biscuits from local bakers #SapotLokal
4. Get a THERMOMIX! I tell you... it will save you so much time and hassle. I will teach you how to make Raya cuisine and more with the press press of the button! (Saja plug in DM tepi ye? ?)
With the Boost app, you can also pay your ?-????? and share your ?-???? ???? safely (follow them to get updates when it’s launched)
Here’s a recap of our grocers Boost Promos:
@shiffa_enterprise Pakej Ramadan RM60 instead of RM73!
@fishforitmy RM10 OFF for every RM130 spent (promo code: CELEBRATEFFI)
Check out @wadoodmart Hari Raya Bundles. They do same day delivery too!
Thanks Boost Team for initiating this platform and thank you to all my wonderful guests! Congratulations to all winners of the 1000 Boost coins and RM50 cash in your e-wallet. I ? you guys!
10 more days till Aidilfitri ? Wheeeee!
Thanks for watching and please do not forget to subscribe!
Also follow me on my other social media channels:
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online shopping platform 在 Aina Maisara Youtube 的精選貼文
OPEN ME!!!
Hai guys! Terima Kasih untuk menonton! Jangan lupa intuí tekan butan loceng supaya tak terlepas apa-apa video okay.
Haa! Jangan lupa join group telegram okey!
?Telegram Group : https://t.me/joinchat/Udym_JjTuQ-vJWWp
Teruskan Support aina dengan hashtag #ainafam #ainamaisara Sayang Hampa?❤️
Newchic is an online global website which offers many types of fashion items. Check the link to know more.Use my coupon ASIA20 get 20%off discounts.
Check their website:https://nc.ggood.vip/WVuF
Women Fashion: https://nc.ggood.vip/WVuG
Items mentioned in this video:
Warm Zipper Platform Combat Boots: https://nc.ggood.vip/WVue
Vintage Business Handbag; https://nc.ggood.vip/WVug
Flower Printed Long Sleeve Hoodie: https://nc.ggood.vip/WVui
Cartoon Cat Printed Hoodie: https://nc.ggood.vip/WVuk
Cartoon Cat Printed Hoodie : https://nc.ggood.vip/WVum
Plaid Long Sleeve Blazer: https://nc.ggood.vip/WVuo
Get to know more about Newchic:
Fb: https://www.facebook.com/pg/NewchicSEA/
Ins: https://www.instagram.com/newchic_asia/
Youtube: https://www.youtube.com/channel/UC46aspKMc1QJ8tCWBLhJVpQ
Terima kasih menonton ya! Jangan lupa plak untuk video seterusnya?❤️?
Haa sebelum terlupa kalau korang belum ada Account SHOPEE lagi boleh click link ni dan daftar ya : https://shp.ee/fvvce2r?smtt=0.0.9 (Sekurangnya aina tahu korang daftar under Aina ❤️)
Ada request video? Komen down below?❤️
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❤️ ?Click Down Below All Aina Equipment RECORDING :
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?Click Down Below All my media Social, Let's TALK WITH ME?
?Aina Maisara: https://wa.me/message/MUPZWGAVVPPJE1 (Agent Insurans Prudentail Takaful)
?Instagram Shop Aina : https://www.instagram.com/amb.hq/ (@amb.hq)
?Instagram : https://www.instagram.com/amainamaisara/ (@amainamaisara)
?Blog : amainamaisara.blogspot.com
?Facebook Page : https://www.facebook.com/sisainamaisara ( Aina Maisara Channel)
? Aura Instagram: https://instagram.com/thelittle.aura/ (@thelittle.aura)
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online shopping platform 在 Facebook Shops: Online Storefront On Facebook and Instagram 的推薦與評價
Shops is a new online shopping experience that lets people discover and fall in love with your products without downloading an app or visiting a website. ... <看更多>