🌻
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56部Youtube影片,追蹤數超過13萬的網紅Tang_ful,也在其Youtube影片中提到,本影片和 TopCashback合作 發問前請先詳閱資訊欄喔~感謝!! / / 如果你喜歡我的影片歡迎訂閱~我們下支影片再見囉♡ 粉絲專頁:https://www.facebook.com/tangful/ Follow my Instagram @tang_ful for more mak...
「what's more中文」的推薦目錄:
what's more中文 在 空姐摸摸Holymollieee Facebook 的最佳貼文
Part of your world -the little mermaid
翻唱自迪士尼動畫 小美人魚
在我的YouTube 頻道也有上傳,youtube 可以重複播放或加入清單喔
請忽略根不上的內建字幕
完整歌詞
Look at this stuff
Isn't it neat?
Wouldn't you think my collection's complete?
Wouldn't you think I'm the girl
The girl who has ev'rything?
Look at this trove
Treasures untold
How many wonders can one cavern hold?
Lookin' around here you'd think
(Sure) she's got everything
I've got gadgets and gizmos aplenty
I've got whozits and whatzits galore
(You want thingamabobs?
I got twenty)
But who cares?
No big deal
I want more
I want to be where the people are
I want to see
want to see 'em dancin'
Walkin' around on those
(Whad'ya call 'em?) oh - feet
Flippin' your fins you don't get too far
Legs are required for jumpin', dancin'
Strollin' along down a
(What's that word again?) street
Up where they walk
Up where they run
Up where they stay all day in the sun
Wanderin' free
Wish I could be
Part of that world
What would I give
If I could live
Outta these waters?
What would I pay
To spend a day
Warm on the sand?
Betcha on land
They understand
Bet they don't reprimand their daughters
Bright young women
Sick o' swimmin'
Ready to stand
And ready to know what the people know
Ask 'em my questions
And get some answers
What's a fire and why does it
(What's the word?) burn?
When's it my turn?
Wouldn't I love
Love to explore that shore above?
Out of the sea
Wish I could be
Part of that world
翻譯成中文
what's more中文 在 三木森 Mori Mori Illustration Facebook 的精選貼文
// Papa's Little Truck 。 爸爸的小貨車 //
�
My self-initiated picture book " Papa's Little Truck" got selected in the 3x3 International Illustration Annual No.17- Books category.
�
"Papa's Little Truck" is a picture book illustration inspired by a song called "Little Blue Truck".
This song reminds me of the time when I was a kid staying in the car with my father from work to work.
I try to depict the fantasies in my head during the journey and imagine those incredible plots, but what's more important to me is the time to spend with him.
Dedicated this work to my lovely family and those beautiful memories.
�
Thanks! 3x3 Magazine @3x3mag @3x3directory
----------------------------------------
�
🏆️《爸爸的小貨車》榮獲美國3x3國際插畫大獎-
書籍類專業組優秀賞🏆️
�
這是我從去年下半年在構思的新作品,
靈感來自於一首歌,歌名叫「藍色小貨車」,
歌詞在描述親子間的關係以及對於父親的思念。
這首歌讓我想起小時候,家裡開洗衣店,
爸爸總會開著貨車在不同的店家間穿梭,
收送那些待洗的衣物。
那時候還流行著卡帶,車裡總播著各式各樣的歌,
無論是中文的或是英文的、甚至是日文的。
儘管對於歌詞還不是那麼了解,
但總是會大聲地哼著歌,
彷彿整個空間都是我的舞台。
只是隨著年歲增長,家裡的洗衣店收掉了,
而這樣的畫面也漸漸地被放進回憶裡頭。
聽到這首歌
又讓我想起了那些回憶,
把它們重新組織成一趟華麗冒險。
希望將這個作品獻給我親愛的家人,
以及那些美好的回憶。
----------------------------------------
隨著時間的積累
越來越能感受到創作之於自己的意義,
把那些心裡想說的
透過圖像以及文字
交織成一篇篇故事
傳遞到讀者的心中。
由衷地感謝自己能擁有創作的機會,
也衷心地期盼這些故事能夠在不遠的將來
妥貼地傳遞給那些相同卻又不同的我們。
#mori #morimoriillustration #插畫 #插畫家 #illustrator #picturebook #publish #childrensbook #book #illustration #3x3award #3x3illustrationshow #award #professional
what's more中文 在 Tang_ful Youtube 的最佳解答
本影片和 TopCashback合作
發問前請先詳閱資訊欄喔~感謝!!
/
/
如果你喜歡我的影片歡迎訂閱~我們下支影片再見囉♡
粉絲專頁:https://www.facebook.com/tangful/
Follow my Instagram @tang_ful for more makeup look!!!
IG: https://www.instagram.com/tang_ful/
mail:tangfulmade@gmail.com
/
資訊:
Tang的觀眾專屬福利:
2020年12月7日之前,通過下面的專屬獎勵連接註冊,成爲TopCashback中文站或者英文站的新會員,只需任意下一單獲得第一筆現金回饋,就可以最終一起用PayPal提現這12美金(折合臺幣350)!TopCashback是免費使用的回饋工具也沒有任何門檻,和Selfridges, Cult Beauty這些網站都有合作~
TopCashback中文站:https://www.topcashback.cn/?ihr=CB_tangful
TopCashback英文站:https://www.topcashback.com/join-us/tangful/ref/tangful
注意:Sephora只在TopCashback英文站有回饋;Beauty Bay只在TopCashback中文站有回饋。大家按各自需要可以都註冊起來使用, 中文站回饋普遍高一點喔!
包包:
BY FAR Mara suede shoulder bag
包裡的東東們:
Bobbi Brown晶鑽桂馥潤色護唇膏 /BARE PINK
QV FACE 舒敏修復防皺護脣膏SPF30+
L'OCCITANE乳油木護手霜
MAKEUPFOREVER柔霧空氣粉餅 /Y225
1028空氣定格粉餅 /105
GUCCI Rouge à Lèvres matte lipstick /505
https://reurl.cc/OqaQnX
Jabra Elite 75t 真無線藍牙耳機
WAKAMOTO 顆粒型胃腸藥
參天潤澤眼藥水
/
Music:
https://player.epidemicsound.com
/
Camera: Canon 80D
My skin type: normal to oil
我的膚質:混合偏油
/
/
/
/
#AD
what's more中文 在 Tristan H. 崔璀璨 Youtube 的精選貼文
台灣人的確對外國人友善,可是原因是什麼?不好奇嗎?
可能比較好奇為什麼美國人對外國人沒那麼友善,但那是另一支影片的主題 哈哈 你有沒有想到別的原因?歡迎在下面留言分享!
People in Taiwan are indeed very nice to foreigners, but what's the reasoning behind it? Aren't you curious? Perhaps you're more curious as to why people in the US aren't that friendly to foreigners, but that's a topic for another video. haha. Can you think of any other reasons? Please feel free to share them below!
#Taiwan
--------------------------------------
⭐合作信箱聯繫➔tristan@capsuleinc.cc⭐
--------------------------------------
【影片後製/Video Production】
🎬 製作/Production:Z-Oner Studio 影像工作室
--------------------------------------
每週三更新影片 New videos every Wednesday!
更多影片:
🔍️【TOPICS💡 一起坐下談】
https://www.youtube.com/playlist?list=PLca1AlwOy10qKDW41YTdovvEFUPGyOGwd
🔍️【VLOGS!✈️ 生活跟我玩】
https://www.youtube.com/playlist?list=PLca1AlwOy10ofPUY3Iu7VQRh_HJL_mQUE
🔍️【MUSIC ♫ 音樂館 ♬】
https://www.youtube.com/playlist?list=PLca1AlwOy10o-paLGvYApojmyLtusmPCw
-----------------------------------
【崔璀璨 Tristan H.】
YouTube頻道➔ http://www.youtube.com/yakitorisutan
Facebook粉專➔ https://www.facebook.com/yakitorisutan
Instagram主頁➔ https://www.instagram.com/yakitorisutan/
what's more中文 在 CH Music Channel Youtube 的最佳貼文
《SPARK-AGAIN》
Ash flame / 焰火餘燼
作詞 / Lyricist:aimerrhythm
作曲 / Composer:永澤和真
編曲 / Arranger:玉井健二、 百田留衣
歌 / Singer:Aimer
翻譯:澄野(CH Music Channel)
意譯:CH(CH Music Channel)
English Translation: CH(CH Music Channel)
背景 / Background - Memory - tarbo:
https://www.pixiv.net/artworks/66951851
版權聲明:
本頻道不握有任何音樂所有權,亦無任何營利,一切僅為推廣用途。音樂所有權歸原始創作者所有。請支持正版。
Copyright Info:
Be aware this channel is for promotion purposes only without any illegal profit. All music's ownership belongs to the original creators.
Please support the original creator.
すべての権利は正当な所有者/作成者に帰属します。あなたがこの音楽(または画像)の作成者で、この動画に使用されたくない場合はメッセージまたはこのYoutubeチャンネルの概要のメールアドレスにご連絡ください。私はすぐに削除します。
如果你喜歡我的影片,不妨按下喜歡和訂閱,你的支持就是我創作的最大原動力!
If you like my videos, please click like and subscribe! Thx :)
粉絲團隨時獲得最新訊息!
Check my Facebook page for more information!
https://www.facebook.com/chschannel/
中文翻譯 / Chinese Translation :
https://home.gamer.com.tw/creationDetail.php?sn=4911625
日文歌詞 / Japanese Lyrics :
うらぶれたシグナル 無暗に光らせ
果てない迷路 進んだってどうせ
a 9 days wonder 絡まった旋律
解かぬままリピートしたら いつまでも 疼いて痛い
満ち足りない
変わりはしない? この世界
心したいようにして 吠える勇気は 微塵もないくせに
愛されたい
すがろうとしてるの? もういいって
澱んでくだけの思いこそ解けば
夜を撃つ サイレン 夢想への SOS
全部 朽ち果てていいから
透き通った一瞬を 呼び覚ましてよ
ねえ ここから Ash flame 宿して抗え
どんな無様でも手を伸ばせ
苦い笑みも ひび割れたくらいじゃ 壊れやしない
ぐしゃぐしゃ 丸めて心を 捨てようとして
的外れのまま 耐えるのには長すぎる滑走路
託されたい 変えようとしてるよ どうしたって
だからお願い あのフレイズを繋いでみせて
ぼやけたシグナル 両手にあつめて
急かすように 紡ぎだしたストーリー
a 9 days wonder 真夜中の不文律
ひとつも置いていかないよ いつまでも 抱いていよう
夜を穿つ サイレン 瞬くは SOS
どんなに 汚れ 削られても
夢という怪物は 美しいんだよ
何度でも Ash flame 宿して刃向かおう
誰に追われても構わない
過ぎし日の cloud nine 宿命果たすまで 絶やさないよ
中文歌詞 / Chinese Lyrics :
落下深淵的破舊信號燈,僅是毫無意義與規律地閃爍著
心中不存在終點的迷宮,無論如何前進也無法改變
僅需曇花一現般的短暫,便能呈現內心糾纏成結的雜亂旋律
若不解開而任其肆意反覆迴響——便將深藏心頭隱隱作痛
「還不滿足嗎?」
「難道連一點變化都沒有嗎?這無趣的世界。」
內心故作在意一般,卻連一絲回過頭喊叫的勇氣都沒有
「我僅是渴望被愛。」
「現在還在乞求能夠被拯救嗎?差不多夠了吧?」
若能將陷至水底深淵的思緒解開的話——
在這夜晚響徹的鳴笛,將劃破夜空為夢想呼救
哪怕一切早已腐朽枯涸也無妨
在萬物沉寂,而能聽見聲音的那一瞬喚醒我吧
聽我說,就從現在起,哪怕此身由焰火餘燼所成,仍不畏抵抗
即便那是多麼不堪入目的模樣,只要伸出手——
就算僅能迎來苦澀的強顏歡笑,也不會只因些許裂痕而盡數毀壞消逝
想將蜷曲成團、早已碎裂崩壞的內心捨棄擲出
卻難以擲中目標,看來膽怯而緩和衝擊的跑道仍太過冗長
希望能受到託付,故仍試著改變紊亂的心,難道不行嗎?
所以,就拜託你了,請將那纏繞我心的旋律一同繫起
早已模糊不清的老舊信號燈,就用這雙手收集四溢的光芒吧
如此朦朧,彷彿受催促而編撰出的故事般破碎
曇花一現般消逝,於午夜的月光下不成文形
哪怕早已四散,我也不會拋下任何事物離去。不論何時,我都會緊抱所有
在這夜晚響徹的鳴笛,將轉瞬穿過夜空呼救
不論染上多少汙穢、不論被剝奪了多少
曾名為「夢想」的怪物,仍是如此令人著迷
我將不斷地化作焰火餘燼,緊握利刃奮力前行
即便遭遇他人追趕阻卻也無妨
為了重拾逝去的欣喜過往,在抵至命運終點之前,我永不停歇
英文歌詞 / English Lyrics :
The falling shabby signal recklessly sparkles.
There's no meaning keep walking in this endless maze.
A 9 days' wonder with tangled rhythm.
If you don't untie it and just let it repeatedly playing, you only receive more pain in the end.
Not satisfied.
"Still no changes in this world, huh?"
As if keeping in mind, yet I don't possess any courage to yell it out loud.
I want to be loved.
"Still begging for help? It's enough."
If I can release all those emotions precipitating like dregs in the deepwater...
The siren that blasts through the night is the SOS sent from a dream.
I don't mind if it has already died in obscurity.
Call and wake me the moment when everything is clear.
Hey, I'll resist like the ash flame existing in my body from now on.
No matter how clumsy I may look like, I'll reach out my hand.
Even if the result is a bitter laugh, it won't break just by some cracks.
I have thrown this twisted, broken heart away.
Yet I can't hit my aim, the runway that endures impact seems to be too long.
I want to be reliable; I want to change no matter what. What's wrong with that?
So please, help me connect with that phrase.
The fuzzy signal I collected with my hand.
It's obscure as if the story that fabricated abruptly.
A 9 days' wonder with midnight's unwritten law.
I won't leave anything behind; I'll hold them forever.
The siren that pierces through the night is the instant SOS.
I don't care how much it has been tainted or deprived.
The monster called "dream" is fascinating.
I'll move forward with the knife like the ash flame existing in my body, again and again.
I don't care who tries to chase and stop me.
I won't let the flame die until I fulfill my fate and regain those bygone days of cloud nine.