🌻
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138部Youtube影片,追蹤數超過68萬的網紅蔡佩軒 Ariel Tsai,也在其Youtube影片中提到,BILINGUAL: 中文 CHINESE 00:00|英文 ENGLISH 25:32 Podcast每週四10點一集 👉https://arieltsai.lnk.to/ArielsWhisper_CH YouTube每週日11點一集👉https://bit.ly/3ucWNiG 今天要來介...
「how well中文」的推薦目錄:
- 關於how well中文 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於how well中文 在 Parkbus Taiwan Facebook 的最佳貼文
- 關於how well中文 在 Parkbus Taiwan Facebook 的精選貼文
- 關於how well中文 在 蔡佩軒 Ariel Tsai Youtube 的最佳貼文
- 關於how well中文 在 Lukas Engström Youtube 的最讚貼文
- 關於how well中文 在 Tristan H. 崔璀璨 Youtube 的最佳貼文
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how well中文 在 Parkbus Taiwan Facebook 的最佳貼文
Parkbus Got Me Here.
And you’ve gotten us to where we are today as a community and outdoor project.
(中文在下方)
ONLY 1 DAY LEFT!
On behalf of the whole Parkbus Taiwan team, we wanted to thank you for your trust, support and interest in our little project that encourages more people to get outdoors and improve access to nature in Taiwan. We also want to make sure that you were well taken care of on your trip.
So how was your experience with Parkbus Taiwan?
Whether your experience was great or not, we’d like to know so we can improve and develop a better experience for everyone.
Would you be willing to share your thoughts with us?
We’re asking our past guests to leave a review on Tripadvisor or Facebook or BOTH!
We’re showing our appreciation for guests who leave a review by September 15th by entering them into a draw to win two free tickets to an upcoming Parkbus Taiwan trip*!
1) Leave us a review on ONE of the sites above and you’ll receive 1 entry into the draw!
2) Leave us a review on BOTH SITES above and you’ll receive 5 entries into the draw!
3) When you left a review, take a screenshot of your review and send us an email with your full name to [email protected]
What do you think? Interested in supporting a small business? We appreciate you!!
TripAdvisor: https://www.tripadvisor.ca/Attraction_Review-g293913-d21507905-Reviews-Parkbus_Taiwan_s_Ride_to_Get_Outside-Taipei.html
-----
Parkbus Taiwan 團隊感謝您對我們的信任和支持,我們希望可以鼓勵更多的人安全又開心地到戶外活動,未來更將更致力於改善台灣的自然環境。
現在我們想請您協助 Parkbus Taiwan 變得更好,不論您對參與我們旅程的回憶是好是壞,我們希望您可以在 Tripadvisor 或 Facebook 上分享對 Parkbus Taiwan 的任何想法跟建議。
9月15日前有在 Tripadvisor 或 Facebook 的朋友們,您將有機會得到兩張未來 Parkbus Taiwan 之旅的免費門票*,規則如下:
1) 在 Tripadvisor 或 Facebook 其中一個平台上留下評論的朋友將收到 1 次的抽獎機會
2) 在兩個平台留下評論的話將會收到 5 次的抽獎機會
3) 當您留下評論時,請將評論截圖並發送電子郵件至 [email protected]
這些評論不只是協助 Parkbus Taiwan 持續改善下去的建議,更是鼓勵我們對台灣的環境和永續生態旅遊領域繼續努力下去的動力,一起到 Tripadvisor 或 Facebook 下評論吧。
TripAdvisor網站:
https://www.tripadvisor.ca/Attraction_Review-g293913-d21507905-Reviews-Parkbus_Taiwan_s_Ride_to_Get_Outside-Taipei.html
how well中文 在 Parkbus Taiwan Facebook 的精選貼文
(中文在下方)
ONLY 9 DAYS LEFT!
On behalf of the whole Parkbus Taiwan team, we wanted to thank you for your trust, support and interest in our little project that encourages more people to get outdoors and improve access to nature in Taiwan. We also want to make sure that you were well taken care of on your trip.
So how was your experience with Parkbus Taiwan?
Whether your experience was great or not, we’d like to know so we can improve and develop a better experience for everyone.
Would you be willing to share your thoughts with us?
We’re asking our past guests to leave a review on Tripadvisor or Facebook or BOTH!
We’re showing our appreciation for guests who leave a review by September 15th by entering them into a draw to win two free tickets to an upcoming Parkbus Taiwan trip*!
1) Leave us a review on ONE of the sites above and you’ll receive 1 entry into the draw!
2) Leave us a review on BOTH SITES above and you’ll receive 5 entries into the draw!
3) When you left a review, take a screenshot of your review and send us an email with your full name to [email protected]
What do you think? Interested in supporting a small business? We appreciate you!!
TripAdvisor: https://www.tripadvisor.com/Attraction_Review-g293913...
-----
Parkbus Taiwan 團隊感謝您對我們的信任和支持,我們希望可以鼓勵更多的人安全又開心地到戶外活動,未來更將更致力於改善台灣的自然環境。
現在我們想請您協助 Parkbus Taiwan 變得更好,不論您對參與我們旅程的回憶是好是壞,我們希望您可以在 Tripadvisor 或 Facebook 上分享對 Parkbus Taiwan 的任何想法跟建議。
9月15日前有在 Tripadvisor 或 Facebook 的朋友們,您將有機會得到兩張未來 Parkbus Taiwan 之旅的免費門票*,規則如下:
1) 在 Tripadvisor 或 Facebook 其中一個平台上留下評論的朋友將收到 1 次的抽獎機會
2) 在兩個平台留下評論的話將會收到 5 次的抽獎機會
3) 當您留下評論時,請將評論截圖並發送電子郵件至 [email protected]
這些評論不只是協助 Parkbus Taiwan 持續改善下去的建議,更是鼓勵我們對台灣的環境和永續生態旅遊領域繼續努力下去的動力,一起到 Tripadvisor 或 Facebook 下評論吧。
TripAdvisor網站:
https://www.tripadvisor.com/Attraction_Review-g293913...20
how well中文 在 蔡佩軒 Ariel Tsai Youtube 的最佳貼文
BILINGUAL: 中文 CHINESE 00:00|英文 ENGLISH 25:32
Podcast每週四10點一集 👉https://arieltsai.lnk.to/ArielsWhisper_CH
YouTube每週日11點一集👉https://bit.ly/3ucWNiG
今天要來介紹這本全球暢銷多年的書,聽說曾經佔據排行榜冠軍長達158週,真的好厲害!
這本書其實是年輕人與哲學家對話的形式,將心理學三巨頭之一的阿德勒的思想集結成冊。對於如何才能得到幸福,提供了簡單而具體的回答。
很多人都是被書名所吸引,包括我也是,是呀,誰喜歡被討厭呢?誰都喜歡被人喜愛,但不管被別人喜愛或討厭,都不是重點,了解自己才是最重要的,「所謂的自由,就是被別人討厭」,有人討厭你,正是你行使自由讓自己生活自在的證據,是依照自己的生活方針過日子的標記。不要害怕被別人討厭,你才能得到真正的自由。
節目的最後,送給大家禮物這首歌,感恩每一刻,全世界都是你的夥伴!
《禮物》歌曲收聽:https://youtu.be/mYzEPfabaps
✨
Are you able to celebrate other people’s success? Or do you get jealous and tend to compare yourself to other people who seem to be doing well even when you don’t want to? Do you know that’s a sign of feeling inferior? How do we overcome that?
Sharing some highlights of the first two chapters of “The Courage to Be Disliked” by Ichiro Kishimi and Fumitake Koga. Remember, you are who you decide you are. You are not defined by your past, and how you see yourself and the world is entirely up to yourself. Also, the grass is greener where you water it.
**Song at the end “禮物” (Blessings): https://youtu.be/mYzEPfabaps
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秘密計畫終於公佈:我出書了!
✨📕新書《做好自己喜歡的事,就會閃閃發光》✨
Ariel 蔡佩軒的 3 步驟夢想實踐清單
【首刷限量隨書贈:夢想清單記事本】
■ STEP1 談夢想:沒有夢想很正常。不確定自己的夢想,更正常
■ STEP2 寫日記:最糟的都撐過去了。現在,不是最糟的時候
■ STEP3 列清單:堅持不是一個長跑,它是很多一個接一個的短跑
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📔三民👉🏻https://reurl.cc/WE5509
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📔博客來電子書(首賣二週) ─ 新書上線7折、境好電子書展單書再88折、二書85折👉🏻https://reurl.cc/2bX4Va
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【海外購書】香港、馬來西亞、新加坡實體書店預計7月初可以到貨
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📔PChome 全球購物 (103個國家)👉🏻https://global.pchome.com.tw/
------------------------------------------------------
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#Ariel悄悄對你說 #ArielsWhisper #Ariel蔡佩軒
how well中文 在 Lukas Engström Youtube 的最讚貼文
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how well中文 在 Tristan H. 崔璀璨 Youtube 的最佳貼文
跟大家分享我找到的好網站!
https://itaigi.tw/ 可以翻譯,還有台語的拼音!
(完全不是業配)
學台語的第一步驟:把老台語歌練起來!跟台語比較中文算簡單!
謝謝美女@九粒Jolie 的指導!我會努力學習💪
相信台語真的完美的人不多,我們可以互相支持,鼓勵彼此多學多使用
當你講得不順(哇瓜瓜瓜(看了影片才知道))可以laugh at yourself沒關係,學新的語言本來就會遇到這種事😝 大家一起加油!
0:00 片頭 / Intro
2:22 自我介紹 / Self-introduction
4:26 《人生的歌》/ Song of Life
The first site linked above is a useful resource for those wishing to learn Taiwanese Hokkien! You can type in a word in Chinese and it will give you the frequently used character for that word as well as the romanization of it. (Not at all sponsored)
The first step to learning Taiwanese: learn Taiwanese songs! When compared to Taiwanese, Mandarin Chinese is easy.
Thank you Jolie for your help! I'll keep working on my Taiwanese💪
I think there aren't many people who have perfect Taiwanese, so let's support each other and encourage one another to practice more. When you can't quite get the words out (wa gua gua gua (watch the video and you'll know)) it's okay to laugh at yourself! These things are bound to happen when you learn a new language 😝.
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⭐合作信箱聯繫➔tristan@capsuleinc.cc⭐
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每週三更新影片 New videos every Wednesday!
更多影片:
🔍️【TOPICS💡 一起坐下談】
https://bit.ly/3nJ76t4
🔍️【VLOGS!✈️ 生活跟我玩】
https://bit.ly/3vCt5Vj
🔍️【MUSIC ♫ 音樂館 ♬】
https://bit.ly/3aYSRLK
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【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
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how well中文 在 Taylor Swift - All Too Well 刻骨銘心lyrics 中英歌詞中文翻譯 的必吃
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