關於 what are you doing now回答 ，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/

My Dearest Angelic Fans and Friends!

SUPER HAPPY for our ZOOM Chat with everyone on Mon, Jan 11 of 2021!! I received so many PM messages! Hahaha.. everyone is very lovely.. thank you!

There was a question from Yi Pei from Singapore regarding what my dreams were and I said I didn’t have dreams that I always wish to be HAPPY, go with the flow of the Universe and have accepted graciously & with great appreciation of whatever came to me.. either in great adventures, supreme Blessings which I am so grateful for, adversity, or challenges to help me grow. I know it is all a part of our life path, and that is all very true. But after I woke up the next morning, I realized I DO have some dreams! They are very simple dreams, so I do want to share them with you!

My first Dream of being an entertainer, singer, Actor, and giving happiness to pple since I was 10 years old has come true already. I am still living that Dream and ever so grateful for all the blessings I’ve received, to meet and be a part of all your lives! Now, my 2nd Dream is to be of service to the Universe! To awaken to the magic and wonder of the Universes wishes for us to all live in Harmony and realize we are ALL CONNECTED as one WHOLE Human species, with incredible synergy with Mother Nature, and all other creatures big and small equally occupying the Planet as much as human beings! We can live with love and light for one another and be good to each other COLLECTIVELY so that we can CREATE the BEST ENERGY to propel this Planet to its best place possible! No matter what color, race, status we are, we must help each other realize our best possibilities! We can create the GREATER GOOD together and wishing the best for each other with our best behaviors and attitudes to a better life, and a better Earth! The Universe LOVES US ALL EQUALLY, and even though some of us seem to have a better life, and some don’t.. we need to see much deeper and beyond what is on the surface.

What I really loved about the Zoom chat is that our talk was not just about ME talking! It was also an opportunity to let many of us from all walks of life, like Alex, from Israel, Amazing! Like Michelle, who was an emergency ICU nurse in Portland, Oregon and brought us with Zoom to her work place at like 5AM b4 she goes into seeing what must be a very difficult job for her, like John & Kitson in London, whom had a 3 week covid episode and came out great, and in lockdown for quite a long time, & like our young girls from China, still in school! Like being able to share Nicole’s Bday night, and that Alice so sweetly informed us it was her Bday. Like Michael in HKG whom I was so delighted now has a family of healthy, happy people! I’m so delighted that some pple have been with me for so long and have developed wonderful lives for themselves, and we are all friends and I’m so happy for everyone! It was so miraculous to hear YOUR STORIES TOO.. and to have you share your happiness or your heartache with everyone and we can all SHARE in your HAPPYNESS, or give you solace and support!! I just love that so much and want to DO IT AGAIN! But of course.. I was passing out late Monday night so I hope we can find a great day to start in the early afternoon till maybe dinner time.. hahaa.. we can have different sessions so everyone will get a chance to tell their story and of course I will be HAPPY to answer any questions that you have on those issues or just tell ur story! Of course to give everyone a chance, U will have to PREPARE ur stories well so we can go thru several each time! Many of the fans who PM me later, told me they were too shy to tell their story or ask their question, but that’s really what we are doing it for! So let’s TRY AGAIN!

I would like to ask Fans to write in a story they would like to tell.. U don’t have to tell it now but at least express U want to tell a story or an issue U would like to discuss and see how it can be helped.. of course it is a bit tricky to let everyone talk at once because there is a time constraint..and I would like to answer any Q’s, but I think it will be great… and U can let me know what you guys all think too or how you feel we can have a more organized and well managed format! We will welcome ur suggestions and know that I want to morally support U guys as much as U have all supported me thru these years and really hope we can develop a scheduled, consistent rapport thru Zoom! I LOVE ZOOM! What a great invention for all of us and especially at this time! I would also like to THANK Vicky Yao in Taiwan, and Kuan, in BJ for arranging so much time and effort to make this possible for ALL of us & vital contributors to helping me REACH OUT to all of you!! Let’s have another session before or after Chinese New Year if possible! Let me know what you all THINK!!!

LOVE YOU ALL WITH BLESSINGS AND LOVE! Sally!!

PS! One more request to bypass U… Our Admin Gals Vicky & Kuan have edited about 1.5 hours of chat to place online for other fans to see & hear.. if there is anyone who would not like to be posted.. pls do let us know so we can edit you out.. we are not publishing all as it is so long so if you give us your name we will ensure to respect your privacy, so please do let us know!

我最親愛的天使粉絲和朋友們！

2021年1月11日星期一，我們與所有人進行的ZOOM聊天超級開心！我收到了很多留言！哈哈哈..每個人都很可愛.. 謝謝！

來自新加坡的Yi Pei 問了一個關於我的夢想是什麼的問題，當時我說我沒有夢想，一直以來我的夢想就是開心，順應宇宙的流動，熱情地接受生活所賦予的一切，對所有心懷感激 —— 無論是偉大的冒險，至高無上的幸福，或是幫助我成長的逆境與挑戰。我知道這些是每個人必經的生活之路。但是第二天早上醒來之後，我意識到我其實確實有一些夢想！它們是很簡單的夢想，所以我想和你們分享！

從我10歲那年開始，我的第一個夢想就是成為一名演藝人員 —— 成為歌手，演員，並為人們帶去快樂。現在，這個夢想已成真，我仍然真實地生活在這個夢想中，並對這份上天帶來的祝福 —— 對能成為你們生活中的一部分 —— 而深懷感激！現在，我的第二個夢想就是做出自己的貢獻！去覺醒於宇宙的魔力和奇蹟中，意識到上天所希望的是我們所有人及所有生靈都和諧共處，因為我們大家緊密相連息息相關，與整個自然界有著不可思議的協同作用，並和所有其他大小生物同等共存於這個地球上！我們可以彼此相愛，友愛相處，從而共同協力創造出最佳能量，將這個星球推向最高的層面！無論我們是什麼膚色，種族，身份，我們都必須互相幫助，實現我們的最佳可能性！我們可以以各自最好的心態和真實的行動成為彼此的福氣，並共同創造出更大的夢想，令所有人受益。宇宙平等地愛我們所有人，儘管我們當中有些人的生活似乎更好，而有些人卻沒有。我們需要意識到這個表面下更深層的真相。

我真正喜歡Zoom聊天的地方是，我們的聊天不只是我在講話！這也是一個機會，使我們大家無論來自哪裡，在做什麼，都能夠相聚在一起。例如來自以色列的Alex，不可思議！例如俄勒岡州波特蘭市急診重症監護室護士Michelle，她通過Zoom帶我們到她工作的地方，在凌晨5點，在她開始一天非常艱鉅的工作之前。例如倫敦的John和Kitson。 Kitson 剛剛經歷了三週和COVID作戰，最終戰勝了病毒，現在看上去很好，雖然也已經被隔離很久了。例如很多來自中國的女孩子們，她們都很年輕，還在上學！例如我們還分享了Nicole的生日之夜，而Alice如此甜蜜地告訴我們那天是Nicole的生日。例如我很高興看到香港的Michael現在有一個健康快樂的家庭！我很高興能有一些同伴已經陪伴我這麼久，並為自己創造了美好的生活。我們都是朋友，我為每個人感到高興！聽到大家的故事非常不可思議—— 所有人和所有人分享各自的幸福或心痛，這一切真是太神奇了！我們可以分享你的幸福，或給予你安慰和支持！我非常喜歡這一切，並且想再做一次！但是當然.. 我那天晚上快昏倒了，所以我希望我們能找到一個美好的一天從下午開始，直到晚餐時間.. 哈哈.. 我們可以舉行不同的聊天會，以便每個人都能有機會講述自己的故事。當然，我也很樂意回答你們可能有的任何問題，或者如果你只是想告訴我們你的故事也很好！為了在有限的時間裡令大家都有機會，請大家先準備好你想分享的，以便我們每次都能聽幾個不同的人的故事！後來許多粉絲發來留言告訴我，他們很害羞，不敢講述自己的故事或提出問題，但這正是我們視頻聊天要做的啊！因此，讓我們再試一次！

我想請粉絲們留言告訴我們你想講的故事，當然現在不必講細節，但至少表達你有事情想分享，或者有問題想問，或者想討論一些事情而得到幫助.. 當然，讓每個人都有機會講話有點棘手，因為時間有限，而我也希望能夠盡可能回答你們的問題，所以我們要提前計劃，分配好時間，但我相信這會很棒… 你們也可以讓我知道你們大家的想法，或者你覺得我們怎樣可以擁有一個更有條理的模式！我們歡迎大家的建議，請知道我希望可以給大家心靈支持，就像這些年來你們所有人一直在支持我一樣，並真的希望我們可以通過Zoom進行定期的，持續的聯繫！我喜歡ZOOM！對我們所有人來說，尤其是在這個時候，這是一項偉大的發明！我還要感謝台灣的Vicky Yao和BJ的Kuan，感謝她們花了許多時間和精力，使我們的Zoom 會議成為可能；她們也是幫助我與大家取得聯繫的背後功臣！如果可以的話，讓我們在農曆年之前或之後再舉行一次會議！讓我知道大家的想法！！！

LOVE YOU ALL WITH BLESSINGS AND LOVE! Sally!!

PS！ 還有一個事情想同大家講一下。我們的管理員Vicky＆Kuan編輯了大約1.5個小時的聊天視頻，以便上傳到線上給其他粉絲看.. 如果有人不想自己的部分被上傳，請告訴我們，我們可以將您的部分刪除。由於當天聊天時間太長，我們不會發布全部內容的視頻，因此，如果您留言告知我們您的名字，我們將確保尊重您的隱私，所以請告訴我們！

✨About the prize for the special raffle draw within the Grab box✨
Another two options for winners to select are the planetary instruments and the butterfly.
Well, actually I got a new idea about the butterfly but I’ll keep it as a secret for later😉
Tonight is the big night!🎊🎊🎊
Our store will reopen on time!
Now closed just for doing the final check🙌🏻🙌🏻🙌🏻
Again, I am very grateful and glad that a lot of you been so kind and having interest in the Grab box🙏🏻🙏🏻🙏🏻
Thank you all for your warm supports!
We’ll do our best in return for all of you🙏🏻🙏🏻🙏🏻
I’ll be in front of my computer answering all of your questions and process the orders then🙌🏻🙌🏻🙌🏻
Sometimes might take a few minutes and I’ll try to keep up.😆
See you later everyone!🥳🥳🥳
Wish you all good luck and grab what you want!🎉🎉🎉🍀🍀🍀🍀🍀
✨福箱抽獎的獎品選項其之二與三✨
福箱中獎者可以選的另外兩個項目就是星球儀和蝴蝶啦～
其實蝴蝶我有新的想法，暫時保密😉
活動就在今天晚上！🎊🎊🎊
商店會準時開放喔！
現在只是暫時關閉做最後確認🙌🏻🙌🏻🙌🏻
再一次非常感謝大家長久以來的善待以及對這次福箱的喜愛🙏🏻🙏🏻🙏🏻
真的很謝謝你們的支持！
我們沒有別的就是盡力做到最好來回報各位🙏🏻🙏🏻🙏🏻
今晚我會一直在電腦前回答問題兼處理訂單🙌🏻🙌🏻🙌🏻
有時候可能沒辦法很及時不過我會努力趕上的😆
我們晚點見囉～🥳🥳🥳
祝各位好運氣還有都能抓到自己想要的東西🎉🎉🎉🍀🍀🍀🍀🍀
#linchianing #stamp #paper #collage #paperlover #stamps #scrapbooking #scrapbook #scrapbookinglayout #planet #butterfly #stationery #stationeryaddict #handycrafts #crafts #craft #papercrafts #paperart #new #handmade #collageart #paperlover #paperlovers #rubberstamp #rubberstamps #metalstamp #vintage #vintagestyle #ephemera