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有貨啦！有貨啦！
之前香港啲朋友想買都無貨😅😅
TIME TO SHOPPING 😆😆😆😆😆
因為我用緊呢個護膚小寶貝
真係實在太好又方便😁
其實呢一款只係其中一個小秘密😁✌🏻
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仲有好多地方嘅朋友都可以Online買到😁
Easy Shopping 😁🤘🏻🤘🏻
Message話我知，一齊order又得
教你點樣自己order都得🤩
「得咗😍」
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#洗面cleanser都做緊promotion🤩
🌻
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/
每年的冬天自然歷史博物館外的溜冰場是熱門的聚集場地，會有一顆聳立的巨大聖誕樹，又或著走進博物館裡喝杯咖啡取暖～
#NaturalHistoryMuseum #London #UnitedKingdom #自然歷史博物館 #倫敦 #英國
✈️無得飛都可以🛍️Online shopping👉🏻https://onlinecart.gogoadvise.com.hk/
私人包團🚐 深度行程🌠
可以選擇包✈️機票 / 🏨住宿 / 🎟️行程 / 🥘膳食
聯絡我們🤳🏻 https://bit.ly/2yCANXQ
========
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?全片kit姐(自)拍, kit姐後期精心剪輯製作, 多謝欣賞支持....記得訂閱我及分享給朋友 !
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✅▷我的 人氣影片/播放清單 :-?
***??瑞士生活點滴篇Life in Switzerland
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb2yUreEYNch3JtlTtIg7J0y
***??kit姐廚房kitjie kitchen
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb1oA4a1BMPO-llVBAa5We_5
***?kit姐遊歷Travel
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb2WE6Agek8jLLaVoEwDvlJh
***⛳️_ kit姐愛高球Play golf
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb1FFjO72OHPkkKAHoTT-pjr
***??莎莎舞Salsa
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb0Y72s7CmHDUnxiAJN55Z_G
*** ?Others 點點滴滴
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb0C5NdL_KcmxkPSOm4DRpyA
2019/18/17_ 生日Birthday
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb0BvvfJrieHwRfgVp0cmXoa
2017_ 旺角菜街Mongkok
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb0BazS1hXpEXUj3wH3aQKEm
2017_ 特輯Special clips
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb1LQGfdrOmewVLAtMebAJLU
2018_ 旺角殺街Mongkok last scene
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb3dDgZUl61KIBmANWJ95otc
2018_ 旺角菜街Mongkok
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb3KjQPjxXQslLwvqx4PXbEV
2018_ 07/01福祿壽TVB + 28/03龍婷生日宴
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb0Up0uOKNIfQftOdhszzF6N
2018_ 尖沙咀TsimShaTsui
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb0d4Lt985dw1eOnYELi61Nd
2018/19_ 屯門公園Tuen Mun Park
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb3CZGAi90RV1gSW8X8ycUpD
2018_ 中環碼頭Central Piers
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb1PQc31Ao9ziDOOWzFlDrK7
2018_ 跳舞(雜錦)Dancing etc
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb12pe8T_2YE0wXmwrOTrxkH
2018_ kit姐(主播/主角)Kitjie series
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb2XQqlS3oK74Z9hAaWHoN9j
2018_ 我的專輯拍攝Special clips taken by friends
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb3WJ-dEnxNsoKuEb9po-Fi1
2018_ 威尼斯Venice
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb3V1YaPNr9g3GFscmzBhK1D
2019_ 中環碼頭Central Piers
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb0lhhnKi4FI_2cpSkGDfly_
2019_ 尖沙咀TsimShaTsui
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb3yJtOKwqwnIyk4d_150Lq-
2019_ Kit姐(主播/主角)kitjie series
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb3ess6EBx_TGZOl2b_UtUpC
2019/2020_ 跳舞(雜錦)Dancing etc
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb1zQNxFZ8PhK-CUw_17FfVM
2020_ Kit姐(主播/主角)kitjie series
▷https://www.youtube.com/playlist?list=PLBljY6ynOyb3-Khg_Gzk6wbg-zMyLm-bx
#瑞士kit姐 #菜街舞后 #中環舞后
#旺角容祖兒
#Emi #我愛夏日熱辣辣推介 #網購
今次 Emi 同大家分享一件喺英國網站買番黎嘅泳衣，價廉物美買得好開心，順道分享埋NEXT呢個網站比大家！如果呢個暑假你都想買件泳衣，或者呢度都會啱你嘅選擇！希望大家睇得開心！
產品資料﹕
NEXT : https://www.nextdirect.com/hk/zh
女裝泳衣﹕http://bit.ly/2OyRZEJ
防曬產品﹕https://www.thatsmibeauty.com/categories/soleil-toujours
www.thatsmibeauty.com
網店優惠﹕
- 登記成為會員任何消費滿HK$500即減HK$50
- 購買任何2件商品免香港順豐站自取運費
接受銀行轉帳 ／Credit card / Paypal付款
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誠邀大家幫幫我加上字幕，我會好感激你㗎！
http://www.youtube.com/timedtext_video?ref=share&v=HhMn99p6zA0
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Thank you for watching my youtube channel, my name is Emi (Emily). I give reviews on all things about beauty, travel, lifestyle. I really hope you find this channel useful. Enjoy !
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被燒慘了...只好放火一起燒沛寶🔥 今天開箱instagram超夯，也是我愛的歐美彩妝品牌的新品。HUDA BEAUTY仙女盤、URBAN DECAY櫻桃盤、還有ABH最美大地色Sultry！以及眉膠、刷具、假睫毛膠、唇膏....等。我是在英國selfridges 購入的唷～加入年費會員全年免運挺好買的，哈哈哈。有興趣爬文研究一下，很簡單操作❤️
🎀 影片中使用的商品▼Products I Mentioned▼ LINKS ▼
#HUDA BEAUTY
The New Nude Palette
$1,978
URBAN DECAY
Naked Cherry Palette
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Sultry eyeshadow palette
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MAC
Shiny Pretty Things Brush Party: Eyes kit
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Cake dayCake day
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Lash Glue
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ANASTASIA BEVERLY HILLS
Duo Brush # 7B eyebrow brush
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