🌻
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4部Youtube影片,追蹤數超過13萬的網紅DJ AMBER NA 藍星蕾,也在其Youtube影片中提到,DJ AMBER NA ✖️ DJ HAVARD Melbourne Bounce & Psytrance & EDM Remix 你最喜欢什么类型的歌曲呢?🎧 留言影片下方你最喜欢的歌曲⬇️⬇️⬇️ 下次remix给你聽~ Thanks for watching~ Please subscri...
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outstanding move 在 Facebook 的精選貼文
好一陣子一直想上傳的影片...原本好像受限長度一直無法上傳..終於成功了~
與大家分享2018薇光旅程首演~感動的時刻
感謝所有台前幕後的夥伴們共同完成
(也歡迎訂閱我的頻道:DeniseSapnal阮丹青)
Love & Light
『Green Field』一曲以南投草屯老家為創作靈感,回歸鄉野福至心靈,也有與詩人葉覓覓另一首『島民』的合作。
『Journey』一曲為專輯裡唯一一首演唱曲,記述兩年前決定從新店山上搬到三芝海邊的心情...
也想以此曲祝福每位走在人生不同階段仍有疑惑的思鄉人。
💌
✨
2016, in the end of spring, during a trip in Beijing, I was notified by the owner of the house that he would like to take back the house for goods. I was stunned, silently staring on the messenger, thinking of the future. I was tired of renting houses, and there was a message of a selling house from my friend, so I discussed with my husband about owning a house, maybe the right time have come. The house located right among the ocean, my beloving mother ocean.
Two weeks later, I’ve met an eighty-year-old psychic, Toni, whom have done a telepathy reading for me, which made me finally decided to move into that beautiful house. Then, my brand-new life among the ocean began. And the first phrase of the song, was the reading from grandma Toni……Thank u !!:)
演出團隊
creation /piano /vocal 阮丹青
percussions 吳政君 吳政君
trumpet 魏廣皓 魏廣晧Stacey Wei
double bass 盧欣民 Minco Lu
violin黃偉駿 黃偉駿 Stephen Huang
(special guest )cello #陳主惠
詩歌創作.吟誦 葉覓覓 Ye Mimi
導演 張育嘉
燈光 舞台設計 黃申全
活動統籌 陳昭良
音響錄音工程 林英強
The Thearter of Wei stop no. 6 presented by Denise Juan one of the most poetic musician in Taiwan ,
featuring with outstanding musicians and performers , combination of the elements of dance and theatrical ...
just to bring you a remarkable musical feast that you ever had .
2018.6.17.
outstanding move 在 Facebook 的最讚貼文
GREAT NEWS — Clubhouse is now open for Android users!!
Join WOMENTUM on Clubhouse today!For an exclusive invitation just drop #womentumch on the comment area or simply just DM us here!!
We have many exciting rooms and conversations on Clubhouse for our Tribe!!
WOMENTUM is short for Women In Momentum, an initiative with the aim of creating a community supporting women to be on track and sustainably be in momentum in any field they’re involved in through the
5 pillars of WOMENTUM: Body Empowerment, Emotional Care, Cognitive Fitness, Hormonal Healing, and Vigorous and Zesty Lifestyle.
When we’re in momentum, we’re magnetic, become an outstanding person at home and transformational leader at work, extraordinary entrepreneurs, and help people around us build momentum in their own lives so we all move further and faster, together.
#womentum #womeninmomentum #womenempowerment #women
outstanding move 在 DJ AMBER NA 藍星蕾 Youtube 的最佳解答
DJ AMBER NA ✖️ DJ HAVARD Melbourne Bounce & Psytrance & EDM Remix
你最喜欢什么类型的歌曲呢?🎧
留言影片下方你最喜欢的歌曲⬇️⬇️⬇️
下次remix给你聽~
Thanks for watching~
Please subscribe my channel~
記得留言訂閱打開小鈴鐺~
你的支持是蕾蕾的動力❤️
Amber Na 藍星蕾
Facebook fanspage:
https://m.facebook.com/DJAmberNa
Instagram ID:
http://instagram.com/amberna_official
1.Shirfine - Illusionary Daytime 2020 ( Y'P'DJs T-1 Trance Remix ) Exclusive
2.DJ Mangoo - Euro Dancer ( Y'P'DJs T-3 Psy Remix ) Exclusive
3.Tony Igy - Pentagramma Vs Astronomia ( Y'P'DJs Psy X Mash Mix'19 ) Private
4.Post Malone Ft. 21 Savage - Rockstar 2020 ( Y'P'DJs T-3 Psy Mix ) Exclusive
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6.Sixthema, Epiik - Disco 2020 ( Y'P'DJs Psy Remix ) Exclusive
7.DJ Rad Feat. Zoe - Come Home 2020 V1 ( Y'P'DJs Remix ) Private
8.Bassrockerz Vs Ma.Bra - Dj Play This Song 2020 ( Y'P'DJs Remix ) Private
9.Patrick Bunton - This Beat Is What You Need ( Y'P'DJs T-5 Psy Remix ) Exclusive
10.Ravers on Dope - Get High ( Outstanding A Mix ) Private
11.DJ Jerry - Super Fire 2020 ( Y'PDJs Funky Remix ) Private
12.Hani - Baby Wants To Ride ( Y'P'DJs Remix'19 ) Private
13.Floorfilla - Disco Roller 2020 ( Y'P'DJs Remix ) Private
14.Klubbhoppers - Crazy Duck ( Y'P'DJs Hard Bounce Remix'19 ) Private
15.Pulsedriver, Ole Van Dansk - Move for Freedom ( Outstanding A Mix ) Private
16.Robert Miles - Children 2020 ( Y'P'DJs T-1 Psy Remix ) Exclusive
17.ABC20 - Ice bells 2020 V2 ( Y'P'DJs T-1 Psy Remix ) Exclusive
18.Floorfilla - The Hypno 2020 ( Y'P'DJs T-5 Psy Remix ) Exclusive
19.DJ MP4 - The Book Is On The Table ( Y'P'DJs Psy Remix'19) Private
20.Sammi Cheng - Du Jia Shi Chang V2 (Outstanding Psy Mix 2019) Private
outstanding move 在 DJ AMBER NA 藍星蕾 Youtube 的最讚貼文
DJ AMBER NA✖️ DJ HARVARD EDM remix [Sweet But Psycho]
1.Ava Max - Sweet But Psycho ( Y'P'DJs Remix'19 ) (Private)
2.Shawn Mendes, Camila Cabello - Señorita ( Y'P'DJs Remix'19 ) (Private)
3.Lea Rue - Sleep, For The Weak! ( Y'P'DJs Remix'19 ) (Private)
4.Sia - Move Your Body V2 ( Y'P'DJs Remix'19 ) (Private)
5.Aquagen - Everybody's Free (Outstanding Remix 2019)
6.Avancada - Dirty Bitch (Outstanding Remix 2019 ) (Private)
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8.Basshunter - Boten Anna V2 ( Y'P'DJs Psy Bounce Remix'19 ) (Private)
9.Tony Iggy - Pentagramma Vs Astronomia ( Y'P'DJs Psy Bounce Mash Remix'19 ) (Private)
10.Klubbhoppers - Crazy Duck ( Y'P'DJs Remix'19 ) (Private)
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19.Lonely (Deep Spirit) Yiap RMX 2019 (Private)
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21.Culture Beat - Mr. Vain V2 ( Y'P'DJs Remix'19 ) (Private)
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23.DCX - Hold Me ( Y'P'DJs Remix'19 ) (Private)
24.Daze - Sea Of Love ( Y'P'DJs Remix'19 ) (Private)
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26.DJ Ramon Zerano Marc Korn - Tears In My Eyes ( Y'P'DJs Remix'19 ) (Private)
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30.TNT Aka Technoboy N Tuneboy - Teknogym 2k19 (Extended Mix) 150 BPM -190 BPM
AMBER NA
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outstanding move 在 Chris Lau Youtube 的最佳解答
Weakening and break down of muscles overtime might soon lead her into total paralysis. That's what Yew worries the most. "When I was young, I could still raise my hands, slight move my body. But now I can't even hold a handphone or feed myself properly," said the winner of JCI Ten Outstanding Young Malaysians Awards 2016. Click in the video for more.
医生说她只能活到30岁, 但她今年32, 也算是赚回两年的生命。 但这并不意味她就此无恙。 了尤琳荔自小罹患先天性肌肉萎缩症, 她最害怕的是长命。 因为活的日子越长, 可是肌肉一直萎缩, 身体的功能一直在恶化。 “我自己其实还蛮担心说剩下生命气息, 可是很多事情都做不了。”她说。 琳荔目前是生命教育工作者, 也是2016年大马十大杰出青年得主。 她最近出版了新书《三尺高的旅行》, 有兴趣的可以直接到她的页面 www.facebook.com/a3ftalljourney 订购。
outstanding move 在 Studentfy - Outstanding move | Facebook 的必吃
Outstanding move. Mobile Uploads · Jan 21, 2019 · Facebook for Android ·. View Full Size · 3 people like this. 1 Share. Bruno Ferenci, profile picture. ... <看更多>
outstanding move 在 Outstanding move - 梗圖板 | Dcard 的必吃
C. Hold UP 修但幾累. @caruso_mvp. 追蹤. Outstanding move. 梗圖. 2019年12月16日11:50. 傑出的一手 · 梗圖 · 好笑 · 搞笑 · 廢文. 148. ・回應1. 文章資訊. ... <看更多>
outstanding move 在 Outstanding Move memes, Maravillosa Jugada ... - Pinterest 的必吃
18/jan/2019 - Outstanding Move or in Spanish Maravillosa Jugada memes comes from a Spanish chess video that recreates a winning move from a famous chess ... ... <看更多>