🌻
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118部Youtube影片,追蹤數超過16萬的網紅vvalentines,也在其Youtube影片中提到,มาค่า Night Routine ให้ดูกัน ว่าก่อนนอนเราทำอะไรบ้างค่าา BL'EAU(บลู) Beauty มีวางขายที่ Lazmall คลิกลิ้งค์? https://bit.ly/3h4ScMJ ทางแบรนด์มอบส่วน...
「later media instagram」的推薦目錄:
- 關於later media instagram 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於later media instagram 在 Facebook 的最佳解答
- 關於later media instagram 在 Foodieyanyannn Facebook 的精選貼文
- 關於later media instagram 在 vvalentines Youtube 的最佳貼文
- 關於later media instagram 在 Freeyon Chung 鍾君揚 Youtube 的最讚貼文
- 關於later media instagram 在 Mikhaela Maria Youtube 的精選貼文
- 關於later media instagram 在 Later: All-In-One Social Media Management Tool - YouTube 的評價
- 關於later media instagram 在 Later: the social media scheduling & link in bio tool - Pinterest 的評價
- 關於later media instagram 在 Later - Home | Facebook 的評價
- 關於later media instagram 在 How to Manage Facebook and Instagram Accounts After ... 的評價
- 關於later media instagram 在 How To Share Instagram Reels on Facebook - Alphr 的評價
- 關於later media instagram 在 Create a Social Post and schedule it to publish on social media 的評價
- 關於later media instagram 在 What You Should Know About The Rise Of Facebook Reels 的評價
- 關於later media instagram 在 How to Cross-Post to Instagram From a Facebook Page 的評價
later media instagram 在 Facebook 的最佳解答
It’s been awhile since I last posted a picture of me. Without Layla, without Deon, not in home clothes, not without makeup. Just me, post motherhood, looking stylish, glamorous and unfriendly. Haha!
While I must admit that it is nice to have chio photos to showcase on social media, however as I age, more and more so I relish being in the present. And that means, when I am with my daughter I spend quality time with her instead of trying to capture the perfect moment, and be spending quality time with my phone instead. Likewise, when I’m with my friends, at work, with my family, with Deon, having a nice meal, all dressed up for an event or an editorial shoot, when I’m cooking, reading a book, taking my daughter out to park, cycling, working out, etc. I am in that moment with them and myself. It is such a beautiful feeling to be able to be completely engaged in something I am doing, such a privilege to be spending quality time with myself especially after being a mom.
It is unfortunate that in this time and age, people often do things for the sake of presenting it to the rest of the world. There’s this weird mentality of, 'if I don’t show then it doesn’t count because people wouldn’t know that I have done it.'
I’m proud to say, those days where I needed external validation is over.
When I first started Instagram, it was because I wanted to document my life’s journey. I posted my first picture on 10 June 2011, it’s been a decade (OMG)! It’s been through so many stages of my life with me. The good times and the bad, many relationships, heartbreaks, marriage, vacations, wonderful meals, hairstyles, fashion, deaths, births. I am delighted that 10 years later, ive stayed authentic and shared only things that matters to me at that point in my life. it’s like a little journal that I keep. I may not put in much effort with showing ‘Instagram-worthy’ pictures, but I sure do with writing my thoughts.
So thank you guys, for being here with me all these years. For accepting my less than perfect photos, my bad grammar, my infrequent posts, my long-windedness, my non-existent replies and comments.
But here I am, what you see is what you get.
Happy blessed Monday!
later media instagram 在 Foodieyanyannn Facebook 的精選貼文
😎 BUY NOW! PAY LATER!
🇭🇰 App: #AtomeHK
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女生最愛購物🤫,衣服、鞋子、袋子、化妝品、護膚品等等,買個不停🤣。不過有時候都不想一次過花一大筆錢買東西,感覺有點肉痛🙈。
最近發現香港首個先享後付Buy Now Pay Later App - Atome🌟,只要結帳時掃QR Code用它付錢,便可把帳單分成3次相約的款項。而且永久免利息和無隱藏費用✌🏻,方便又抵用❤️。即日起至6月30日,Zalora現有客戶購物滿HK$499只要喺結帳時輸入【ATOME25】可以有Extra 25% Off 及7%回贈~ 即刻下載啦~
Atome 仲出左 “FaceTime Blast” IG Filter 📸,好得意架!快啲一齊玩啦~
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#AtomeKittens #zalorahk #GetItWeek #先享後付 #BuyNowPayLater #TimeToOwnIt
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👧🏻 我的飲食&旅遊&美容生活分享平台:
💖 Media Get Ready 香港: [ Foodieyanyannn ]
💛 OpenRice Hong Kong : [ Lokyanyan ]
❤️ Instagram: [ Foodieyanyannn ]
🧡 Facebook Page : [ Foodieyanyannn ]
💜 Dianping : [ Foodieyanyannn ]
💙 Google & Tripadvisor : [ Lokyanyan ]
💚 Blog : [ Japanholicc日本旅遊美食情報 ]
https://foodieyanyan.wixsite.com/japanholicc
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later media instagram 在 vvalentines Youtube 的最佳貼文
มาค่า Night Routine ให้ดูกัน ว่าก่อนนอนเราทำอะไรบ้างค่าา
BL'EAU(บลู) Beauty มีวางขายที่ Lazmall
คลิกลิ้งค์? https://bit.ly/3h4ScMJ
ทางแบรนด์มอบส่วนลดพิเศษ รับได้รับส่วนลดทันที 20% ค่า
รับคูปองส่วนลด คลิกลิ้งค์? https://bit.ly/3f0u239
ติดตามข่าวสารเพิ่มเติม
?Facebook : Bleauthailand
?IG: Bleauthailand
?Line: @Bleauthailand https://lin.ee/ysdw14l
Keep in touch with me through social media!
FACEBOOK♡: http://www.facebook.com/vvalentinesmakeup
INSTAGRAM♡: @vvalentines
BLOG♡: http://www.vvalentines.blog
Manager/Business inquiries ติดต่องาน : ♡ [email protected]
Keep in touch with me through social media!
FACEBOOK♡: http://www.facebook.com/vvalentinesmakeup
INSTAGRAM♡: @vvalentines
BLOG♡: http://www.vvalentines.blog
Manager/Business inquiries ติดต่องาน : ♡ [email protected]
Music by
Ashton Edminster - With You - https://thmatc.co/?l=B5C92BEC
north takoda - glitter - https://thmatc.co/?l=2E678F14
Mr. Jello - Wild Willow - https://thmatc.co/?l=94F7F75E
Mr. Jello - Sunday in the park - https://thmatc.co/?l=7F5509AA
The Millennial Club - complicated/overrated - https://thmatc.co/?l=AD4035BE
frumhere - several nightcaps later - https://thmatc.co/?l=B66DCE55
later media instagram 在 Freeyon Chung 鍾君揚 Youtube 的最讚貼文
This is one of my favourite duets of all time and the lyrics (and the subtle things behind the song..etc) are very beautiful & meaningful. If you think of anyone while watching this video, I hope you can send it to them to let them know the impact they’ve had on your life.
I have liked For Good since the first time I heard the song and have always wanted to record a cover of it, but never quite found someone I thought would be the right person to sing this song with me. When I started cosplaying as Magnus and later came across the Edom scene in Shadowhunters, where the characters were potentially separating from each other forever, I knew this was it. Plus, there are other similarities between Glinda & Elphaba in Wicked and Alec & Magnus from Shadowhunters (feel free to comment to let me know what you come up with).
Doing a cover of this song while cosplaying characters from one of my favourite shows, I knew I had to go the extra mile. The amount of time and effort spent along with the things I had to learn, get and do to pull it off was kind of insane, but worth it at the same time (lost track of how many all-nighters were involved.
Without help from Ivan Wong, Robin Oh and Chris Jayden of KANTAN Media, this project would not have been possible. Thank you so much!!
Magnus/Alec: Freeyon Chung
Piano Accompaniment: Ivan Wong
Audio Engineer: Robin Oh
Producer-Editor: KANTAN Media (Chris Jayden)
Special Thanks: Cantius Lee
Director: Freeyon Chung
Hair: Freeyon Chung
Make Up: Freeyon Chung
Lighting: Freeyon Chung
Wardrobe: Freeyon Chung/Ivan Wong
Camera Operator: Freeyon Chung
I hope you will follow my journey as I continue to create more quality content to share with all of you! I already got a few ideas, so…just sit tight til my next creation haha
#ForGood #Shadowhunters #FreeyonMusic
~~~~~~~
Subscribe To My YouTube Channel:
http://www.youtube.com/FreeyonChungKwanYeung
Like My Facebook Page:
https://www.facebook.com/FreeyonChung
Follow Me On Instagram:
https://www.instagram.com/FreeyonC
Find Me On TikTok:
https://vt.tiktok.com/r28tqY/
~~~~~~~~
I've heard it said
That people come into our lives
For a reason
Bringing something we must learn
And we are led to those
Who help us most to grow if we let them
And we help them in return
Well, I don't know if I believe that's true
But I know I'm who I am today
Because I knew you
Like a comet pulled from orbit
As it passes the sun
Like a stream that meets a boulder
Halfway through the wood
Who can say if I've been changed for the better
But because I knew you
I have been changed for good
It well may be
That we will never meet again
In this lifetime
So, let me say before we part
So much of me
Is made of what I learned from you
You'll be with me
Like a handprint on my heart
And now whatever way our stories end
I know you have rewritten mine
By being my friend
Like a ship blown from its mooring
By a wind off the sea
Like a seed dropped by a sky bird
In a distant wood
Who can say if I've been changed for the better
But because I knew you
Because I knew you
I have been changed for good
And just to clear the air
I ask forgiveness
For the things I've done, you blame me for
But then I guess
We know there's blame to share
And none of it seems to matter anymore
Like a comet pulled from orbit (like a ship blown from its mooring)
As it passes the sun (by a wind off the sea)
Like a stream that meets a boulder (like a seed dropped by a bird)
Halfway through the wood (in the wood)
Who can say if I've been changed for the better
I do believe I have been changed for the better
And because I knew you
Because I knew you
Because I knew you
I have been changed
For good
later media instagram 在 Mikhaela Maria Youtube 的精選貼文
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I have a bad habit where I let my sleep schedule become so messed up to the point that my days and nights are upside down so I always end up having to stay up an entire night/day to reset it. Decided to document it this time. (Also future Mikhaela here, yes my sleep schedule is still on form, haven't messed it up yet since filming this thank god.)
This was one of the hardest videos to edit because I kept having storage issues and final cut issues but 3 days of editing stressing later, and I'm pretty happy with the result. Hope you guys like it as much as I do! :)
♫ MUSIC ♫
Music by Pick Patek - Sideline Story - https://thmatc.co/?l=2E5C2D6F
Music by Guy Margalit - SADDERDAYS - https://thmatc.co/?l=D3F0322F
Music by Carter Vail - Love-15 - https://thmatc.co/?l=F4F2AA0E
Music by The Millennial Club - Santa Barbara - https://thmatc.co/?l=8D343718
(ᵔᴥᵔ) SOCIAL MEDIA (ᵔᴥᵔ)
instagram: https://www.instagram.com/mikhaela.maria
tiktok: @mikhaela.maria
business enquiries: mikhaelamaria@hotmail.com
later media instagram 在 Later: the social media scheduling & link in bio tool - Pinterest 的必吃
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later media instagram 在 Later - Home | Facebook 的必吃
Now with over 6 million users globally, Later is a member of the Instagram Partner Program and a Pinterest Marketing Partner. We believe that social media has ... ... <看更多>
later media instagram 在 Later: All-In-One Social Media Management Tool - YouTube 的必吃
Founded as the first-to-market Instagram scheduler in 2014, Later (formerly Latergramme) has grown from a simple Instagram tool to the #1 visual marketing ... ... <看更多>