🌻
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10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
「think again中文版」的推薦目錄:
- 關於think again中文版 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於think again中文版 在 旅行熱炒店Podcast Facebook 的精選貼文
- 關於think again中文版 在 KIMIKO Facebook 的最佳貼文
- 關於think again中文版 在 コバにゃんチャンネル Youtube 的最佳解答
- 關於think again中文版 在 大象中醫 Youtube 的精選貼文
- 關於think again中文版 在 大象中醫 Youtube 的精選貼文
- 關於think again中文版 在 Think Again、adam grant中文在PTT/mobile01評價與討論 的評價
- 關於think again中文版 在 Think Again、adam grant中文在PTT/mobile01評價與討論 的評價
- 關於think again中文版 在 【走出陰影】-全球突破千萬人觀看的重磅揭露紀錄片(已授權 ... 的評價
- 關於think again中文版 在 陳綺貞Cheer Chen【讓我想一想Think twice】Official Music ... 的評價
think again中文版 在 旅行熱炒店Podcast Facebook 的精選貼文
How I travel door-to-door from Boston, MA, USA to Puzi, Chiayi, Taiwan
從美國麻州波士頓到台灣嘉義朴子的漫漫長路
(這次把中文版放在英文版後面,往下捲動就可以看到唷,啾咪 ^.<)
Alright, now I'm finally back home :D This long, long journey can be broken down into 7 steps:
1. Walking from my apartment in Boston to Logan Airport Terminal E (1.5km)
2. Flight from Boston to Zurich (6,151km; 2 meals)
3. Flight from Zurich to Shanghai (9,753km; 2 meals)
4. Flight from Shanghai to Taipei (975km; 1 meal)
5. Subway from Taipei Airport to Taoyuan High Speed Rail station (9km)
6. High Speed Rail from Taoyuan to Chiayi (210km)
7. Rapid bus from Chiayi High Speed Rail station to my parents' place in Puzi (10km)
Total: 34.5 hours, 17,109.5km, 7 meals (including 2 at airports). Some highlights:
* I always like to observe how a country thinks about its public space through airports. The two terminals on my way, Zurich terminal E and Shanghai Pudong terminal 2, happen to show very interesting contrast. The former is relatively small compared to other contemporaries; however, the use of fair-faced concrete and wooden materials makes its texture exceptionally pleasant. The latter is a typical contemporary Chinese public space. It's incredibly huge! And the curvy giant roof adds some dynamic to the architecture. It impresses people with curves and size.
* I've heard that there is an asfarviridae pandemic going on in Asia, but didn't experience how serious it is until I was on the flight to Taipei. Ban on bringing meat into the country was announced again and again, and several detection dogs are deployed around luggage claims to identify suspicious items.
* Since my parents are not in my home city Taipei anymore, the destination of this going home trip is a town called Puzi in southern Taiwan. I have to take a high speed train to cover that 200+km between the airport and home. Many people were doing the same thing. The train was crowded and had little room for our luggage, and we had to stand while holding the luggage for at least half of the train ride. I think now I finally know how challenging it could be for people who live outside Taipei to get home from the airport.
經過一天半的長途跋涉終於見到家人啦 :) 我的行程大概是這樣:
1. 從波士頓住家走路到機場 (1.5km) (你沒看錯,因為住家離機場太近,我都用走的)
2. 從波士頓飛蘇黎世 (6,151km; 機上吃兩餐)
3. 從蘇黎世飛上海 (9,753km; 機上吃兩餐) (在上海還要先入境、領行李、清關之後重新報到、掛行李、出境)
4. 從上海飛台北 (975km; 機上吃一餐)
5. 從桃園機場坐機場捷運到高鐵桃園站 (9km)
6. 從桃園坐高鐵到嘉義 (210km)
7. 從高鐵嘉義站搭(假的)BRT到朴子 (10km)
總共花了34.5小時,走了17,109.5km,吃了七餐(含機上五餐與機場兩餐)。以下條列式總結一些心得:
* 我喜歡透過機場觀察一個國家建造公共建築的思維,蘇黎世機場的E航廈(2003年啟用)與上海浦東機場的2號航站樓(2008年啟用)正好形成有趣的對比——前者就氣勢而言比不上許多同期的新機場,但建築本身使用清水模,再加上歐洲人善於把木料融合到建築或傢俱中,以細部質感取勝;後者就是中國近年的標準大型公共建築,超大跨度加上氣勢驚人的挑高,屋頂的弧線還讓空間多了動態感,以線條和格局勝出。
* 之前一直在新聞上看到非洲豬瘟的疫情,在遠方不覺得,到了自家門口才了解情勢有多緊張——從前往桃園的飛機上一直到落地之後,身邊不斷地散佈著攜帶肉製品入境將重罰的資訊;在桃園等待行李的時候,好幾個檢疫人員帶著檢疫犬在周圍繞來繞去,連乘客從機上帶下來的剩菜都被要求入境前吃掉。
* 這可能是我第一次落地之後直接南下(以前都是先上台北)。原本想說問題應該不大、只是坐稍微久一點的車吧?沒想到這一路其實還蠻艱難的。從機場、機捷一路到高鐵,身邊有一大群和我一樣直接從機場南下的人,每個人都提著至少一個大行李箱,在機捷普通車上努力hold著行李箱不讓它溜走;上了高鐵,自由座車廂幾乎連走道都站滿,行李箱也只能靠在腳邊,直到彰化之後才比較不擁擠。這下終於體會到所謂南部人的悲哀了,只好期待韓總當市長之後南部發大財,高雄台南嘉義開通國際各大城市直通航班(誤)XD。
https://www.facebook.com/media/set/?set=a.291798868350734
think again中文版 在 KIMIKO Facebook 的最佳貼文
TWELV : 時尚對你來說是什麼? 時尚與舞蹈對你來說又有什麼樣的關聯?
KIMIKO:對於時尚我有堅持,誇張的裝飾沒有不好,但若讓你感覺有點勉強,可能就要再思考一下了。而我的時尚,是剛剛好在自己的舒適圈內,然後稍微做一點點的冒險。因為時尚是從內到外的,當那是自己真的很喜歡的東西時,就不會感覺是「勉強」。各大品牌都在告訴大家,你的身體和時尚是共同體。在所有運動裡面,舞蹈使用身體程度相當多,所以我認為舞蹈和時尚是分不開的,只要時尚存在的一天,舞蹈跟肢體的影響力就不可能不見。
TWELV : What’s fashion to you? What do you see as the relationship between fashion and dancing?
KIMIKO:I have my own standard for fashion. Bold things aren’t bad, but if it makes you feel reluctant, you may have to rethink it. My kind of fashion is trying to take a risk or trying something new, while still creating or designing in my comfort zone. Fashion is more than just outward appearance– it comes from your heart. People will never feel tired and reluctant if they are doing things they love.
All the major brands are telling people that your body and fashion is a combination. Of all sports, dancing uses the body the most, so I think dancing and fashion are inseparable. The influence that dancing and body gestures has on people will never disappear as long as fashion exists。
更多專訪內容請點進網頁觀看⬇️
這次,由我自己上陣示範~
平常掛在嘴邊的 #高級性感 是什麼模樣 !
在 #newyorkfashionweek 紐約時尚周的周末前夕,接受 #highendfashionmagazine TWELV 的採訪報導登出了。
很開心有機會和一群來自世界各地的優質專業人員合作。
讓我這次的紐約行畫下了一個完美但又意猶未盡的逗號 😉
希望很快有機會,我們再一次互相的激盪四射火花和熱情 。
📍謝謝 「#TWELV 」專業編輯群 為了KK的粉絲朋友們,在這篇報導中,首次為亞洲的讀者們增加了中文版報導。
➡️ 點進下方網頁,即可選按文章上方的 English / Chinese 切換語言閱覽模式
It was such a great pleasure to work with Chama , a super talented and insightful photographer specializing in photo shoots for haute couture. It just felt amazing to be collaborating with another person who also has great attention to detail. Hopefully I'll have an opportunity to work with this great team again soon and we'll continue to inspire each other 💋
think again中文版 在 コバにゃんチャンネル Youtube 的最佳解答
think again中文版 在 大象中醫 Youtube 的精選貼文
think again中文版 在 大象中醫 Youtube 的精選貼文
think again中文版 在 Think Again、adam grant中文在PTT/mobile01評價與討論 的推薦與評價
Think Again 心得後語. Published at 2021-07-03 ... 等中文版出來後或有更多的朋友一起加入閱讀,我也會耐心等待各位朋友持續讓我眼睛一亮的論述喔! ... <看更多>
think again中文版 在 【走出陰影】-全球突破千萬人觀看的重磅揭露紀錄片(已授權 ... 的推薦與評價
【走出陰影】-全球突破千萬人觀看的重磅揭露紀錄片(已授權繁體中文版) https://m.youtube.com/watch?v=ugU1YDC7NW0. ... Think again 再想想, profile picture. Join. ... <看更多>
think again中文版 在 Think Again、adam grant中文在PTT/mobile01評價與討論 的推薦與評價
Think Again 心得後語. Published at 2021-07-03 ... 等中文版出來後或有更多的朋友一起加入閱讀,我也會耐心等待各位朋友持續讓我眼睛一亮的論述喔! ... <看更多>