🌻
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1部Youtube影片,追蹤數超過58萬的網紅Wisdom Bread 智慧麵包,也在其Youtube影片中提到,如果你沒領悟這道理的話,你的孩子就會越來越遠離你,覺得和你格格不入。 現在的青少年究竟怎麼了,家長在他們眼中是荒謬的? - Sadhguru 薩古魯 Sadhguru - What's Happening to the Teenagers https://youtu.be/lA8KWKUdNqU ...
what's happening翻譯 在 麥克風的市場求生手冊 Facebook 的最讚貼文
【義大利醫療崩潰】Silvia Stringhini是一個瑞士的社會和生物流行病學專家,研究社會不平等的生物學後果。生活在世界各地。
他張貼了一篇位於義大利貝爾加莫的醫生Daniele Macchini自述英文翻譯,透過當地醫生第一手的目擊資料,讓我們可以了解醫療崩潰的災難現場是什麼樣的情況。
https://twitter.com/silviast9/status/1236933818654896129
I may be repeating myself, but I want to fight this sense of security that I see outside of the epicenters, as if nothing was going to happen "here". The media in Europe are reassuring, politicians are reassuring, while there's little to be reassured of. #COVID19
我可能是在自言自語,但是我想要對抗我身處風暴中心之外看到的這種安全感,就好像「這裏」什麼都沒有發生一樣。歐洲的媒體在安撫人心,政客們在安撫人心,儘管沒有什麼可以讓人安心的。#COVID19
This is the English translation of a post of another ICU physician in Bergamo, Dr. Daniele Macchini. Read until the end. After much thought about whether and what to write about what is happening to us, I felt that silence was not responsible.
這是貝爾加莫的另一位ICU醫生Daniele Macchini的文章英文翻譯。讀到最後在深思是否該寫些什麼以及該寫些什麼發生在我們身上之後,我覺得沉默是不負責任的。
I will therefore try to convey to people far from our reality what we are living in Bergamo in these days of Covid-19 pandemic. I understand the need not to create panic, but when the message of the dangerousness of what is happening does not reach people I shudder.
因此,我將設法向遠離我們面臨的現實的人們傳達我們在這些Covid-19大流行的日子裏在貝爾加莫所生活的情況。我明白不需要製造恐慌,但當事情的危險性沒有傳達給人們時,我會不寒而慄。
I myself watched with some amazement the reorganization of the entire hospital in the past week, when our current enemy was still in the shadows: the wards slowly "emptied", elective activitieswere interrupted, intensive care were freed up to create as many beds as possible.
過去一週,當我們當前的敵人還在暗處的時候,我自己有些驚愕地看到了整個醫院的重組:病房慢慢地“清空”,可選擇性的活動被中斷,重症監護被解放出來,以創造儘可能多的床位。
All this rapid transformation brought an atmosphere of silence and surreal emptiness to the corridors of the hospital that we did not yet understand, waiting for a war that was yet to begin and that many (including me) were not so sure would ever come with such ferocity.
所有這些迅速的轉變給醫院的走廊帶來了一種我們還不瞭解的寂靜和超現實的空虛氣氛,等待着一場即將開始的戰爭,而許多人(包括我在內)都不確定戰爭是否會如此兇猛地到來。
I still remember my night call a week ago when I was waiting for the results of a swab. When I think about it, my anxiety over one possible case seems almost ridiculous and unjustified, now that I've seen what's happening. Well, the situation now is dramatic to say the least.
我還記得一週前我在等棉籤化驗結果時的夜間電話。當我想到這件事的時候,我對一件可能發生的病例的焦慮幾乎是荒謬和不合理的,但現在我已經看清發生了什麼事。至少可以這麼說,現在的形勢是急轉直下的。
The war has literally exploded and battles are uninterrupted day and night. But now that need for beds has arrived in all its drama. One after the other the departments that had been emptied fill up at an impressive pace.
戰爭確實爆發了,戰鬥不分晝夜地進行着。但現在,對床位的需求出現了戲劇性的變化。一個接一個被清空的科室以驚人的速度被填滿。
The boards with the names of the patients, of different colours depending on the operating unit, are now all red and instead of surgery you see the diagnosis, which is always the damned same: bilateral interstitial pneumonia.
寫着病人名字的板子,不同顏色的板子取決於作業單位,現在都是紅色的,你看到的診斷結果,總是該死的一樣:雙側間質性肺炎。
Now, explain to me which flu virus causes such a rapid drama. [post continues comparing covid19 to flu, link below]. And while there are still people who boast of not being afraid by ignoring directions, protesting because their normal routine is"temporarily" put in crisis,
現在,給我解釋一下是哪種流感病毒導致了這樣一場突如其來的大戲。[後繼續比較covid19與流感,鏈接如下]。儘管仍有一些人不顧指示,吹噓自己不害怕,但他們會抗議,因爲他們的正常生活“暫時”陷入危機,
the epidemiological disaster is taking place. And there are no more surgeons, urologists, orthopedists, we are only doctors who suddenly become part of a single team to face this tsunami that has overwhelmed us.
流行病學災難正在發生。這裡無所謂外科醫生,泌尿科醫生,骨科醫生,我們只是突然成爲一個團隊的一部分來面對這場席捲我們的海嘯的醫生。
Cases are multiplying, we arrive at a rate of 15-20 admissions per day all for the same reason. The results of the swabs now come one after the other: positive, positive, positive. Suddenly the E.R. is collapsing.
病例在成倍增長,我們每天有15-20人因同樣的原因入院。抽檢的結果一個接一個地出現:陽性、陽性、陽性。突然間,急診室崩潰了。
Reasons for the access always the same: fever and breathing difficulties, fever and cough, respiratory failure. Radiology reports always the same: bilateral interstitial pneumonia, bilateral interstitial pneumonia, bilateral interstitial pneumonia. All to be hospitalized.
使用急診的原因總是一樣的:發燒和呼吸困難,發燒和咳嗽,呼吸衰竭。放射學報告總是相同的:雙側間質性肺炎,雙側間質性肺炎,雙側間質性肺炎。所有人都要住院。
Someone already to be intubated and go to intensive care. For others it's too late... Every ventilator becomes like gold: those in operating theatres that have now suspended their non-urgent activity become intensive care places that did not exist before.
已經有人需要插管,需要去重症監護。而對其他人來說,一切都太遲了……每一個呼吸器都變成了黃金:那些在手術室裏的,現在已經暫停了他們的非緊急活動,變成了以前不存在的重症監護場所。
The staff is exhausted. I saw the tiredness on faces that didn't know what it was despite the already exhausting workloads they had. I saw a solidarity of all of us, who never failed to go to our internist colleagues to ask "what can I do for you now?"
團隊成員都筋疲力盡了。我看到了臉上的疲倦,儘管他們的工作已經很累了,但他們卻不知道在與什麼作戰。我看到我們所有人都團結在一起,每個人都會去問內科同事“我現在能爲你做些什麼?”
Doctors who move beds and transfer patients, who administer therapies instead of nurses. Nurses with tears in their eyes because we can't save everyone, and the vital parameters of several patients at the same time reveal an already marked destiny.
移動病床和轉移病人的醫生,他們代替護士進行治療。護士眼中含着淚水,因爲我們無法拯救每一個人,幾個病人的生命參數同時透露出一個早已註定的命運。
There are no more shifts, no more hours. Social life is suspended for us. We no longer see our families for fear of infecting them. Some of us have already become infected despite the protocols.
沒有更多的輪班,沒有更多的時間。我們的社交生活暫停了。因爲害怕感染,我們再也見不到家人了。我們中的一些人已經被感染了。
Some of our colleagues who are infected also have infected relatives and some of their relatives are already struggling between life and death. So be patient, you can't go to the theatre, museums or the gym. Try to have pity on the myriad of old people you could exterminate.
我們的一些被感染的同事也有被感染的親戚,他們的一些親戚已經在生死之間掙扎。所以要有耐心,你不能去劇院、博物館或健身房。試着憐憫那些因為你的不僅慎而可能消滅的無數老人吧。
We just try to make ourselves useful. You should do the same: we influence the life and death of a few dozen people. You with yours, many more. Please share this message. We must spread the word to prevent what is happening here from happening all over Italy."
我們只是想讓自己變得有用。你也應該這麼做:我們影響了幾十個人的生死。你和你們,還有更多人。請分享這條信息。我們必須傳播這個消息,防止這裏發生的事情在整個義大利發生
I finish by saying that I really don't understand this war on panic. The only reason I see is mask shortages, but there's no mask on sale anymore. We don't have a lot of studies, but is it panic really worse than neglect and carelessness during an epidemic of this sort?
最後我想說的是,我真的不理解這場恐慌戰爭。我看到的唯一原因是口罩不足,但現在已經沒有口罩出售了。我們沒有太多的研究,但在這種流行病中,恐慌真的比忽視和粗心更糟糕嗎?
https://t.co/zDC7de6wtI?amp=1 全文(義大利語)
原文:
https://www.ptt.cc/bbs/Gossiping/M.1583764796.A.DE6.html
what's happening翻譯 在 Q力伊萊-Elijah Kewley 池東澤 Facebook 的最佳貼文
#伊萊 #伊菲
【突飛猛進】
我覺得家中第二胎可能因為有哥哥或姊姊
學說話好像都特別厲害
是說哥哥也是一歲初就開始蠻會講話
但妹妹厲害的程度還是有讓我覺得誇張👏👏👏
在公園看到小狗
她說:
「媽媽,妳看狗狗好可愛喔!」🐶
跟媽媽吵架的時候:
她說:
「媽媽,妳為什麼這樣?」🤨😂
跟伊萊撒嬌要東西的時候
她說:
「哥哥,我要這個。你愛妹妹,給~~~」
今天晚上她跟哥哥還有阿爸在看小小兵電影
她明明看不懂,卻也有話說
她問阿爸:
“What's happening? I don't know! “
(中文翻譯👉演什麼鬼東西,老娘看不懂啦!)
照片配上她一臉看不懂的樣子
早知道當時我應該拍影片的
當場笑到肚子好痛😆😆😆
what's happening翻譯 在 Wisdom Bread 智慧麵包 Youtube 的最佳貼文
如果你沒領悟這道理的話,你的孩子就會越來越遠離你,覺得和你格格不入。
現在的青少年究竟怎麼了,家長在他們眼中是荒謬的? - Sadhguru 薩古魯
Sadhguru - What's Happening to the Teenagers
https://youtu.be/lA8KWKUdNqU
剪輯/翻譯/字幕:Wisdom Bread
Music & Footage used in this video licensed to Wisdom Bread
收看最更新的影片,請追蹤臉書專頁:??https://www.facebook.com/dailywisdombread
--------------------------------------------------------------------------
► 此頻道沒有啟動Youtube廣告。
所有影片為教育用途,讓更多人能夠獲得啟發,學習和受益
- Wisdom Bread
--------------------------------------------------------------------------
更多啟發、智慧、勵志影片 ??
你為什麼應該每天都盛裝打扮自己? - Steve Edge
https://youtu.be/tfhnFHGEUvQ
如何找出你想要追求的是什麼?別人說的不一定適合你 ► Jay Shetty
https://youtu.be/-23hd7SInDw
安潔莉娜.裘莉 超感染力感言 ► 這將對你人生有所啟發 - Angelina Jolie
https://youtu.be/Hk799OVRT7U
--------------------------------------------------------------------------
訂閱Sadhguru頻道:https://www.youtube.com/user/sadhguru
觀看完整影片:https://www.youtube.com/watch?v=AagqaAQebKk
更快觀看新的影片,請追蹤臉書專頁:https://www.facebook.com/dailywisdombread