🌻
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14部Youtube影片,追蹤數超過15萬的網紅Patrick派翠克,也在其Youtube影片中提到,逼我參加女團選秀? 排舞夜練好幾天 還進錄音室錄歌混音 我是Lisa派 請叫我『Li金派』🖤 - 我老師好猛:@柔蓁柔蓁 Ray弟 我舞伴還行:@謝雨芝Dora 攝影&後期:動起來影像 錄音&混音:見怪不怪音樂 --- 🌵派のIG會有不發在YT的小幹片:https://www.ins...
「how you like that中文版」的推薦目錄:
- 關於how you like that中文版 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於how you like that中文版 在 D.A. Facebook 的精選貼文
- 關於how you like that中文版 在 D.A. Facebook 的最佳解答
- 關於how you like that中文版 在 Patrick派翠克 Youtube 的精選貼文
- 關於how you like that中文版 在 Spice N' Pans Youtube 的最佳貼文
- 關於how you like that中文版 在 Bryson Lew 刘铠翔 Youtube 的最讚貼文
- 關於how you like that中文版 在 'How You Like That' - 看板BLACKPINK - 批踢踢實業坊 的評價
- 關於how you like that中文版 在 BLACK PINK『你喜歡嗎』How you like that 中文版唱跳Cover ... 的評價
- 關於how you like that中文版 在 【MV中字】BLACKPINK - How You Like That - YouTube 的評價
- 關於how you like that中文版 在 【《How you like that》中文版台灣認真翻唱跳「你喜歡嗎 ... 的評價
- 關於how you like that中文版 在 How you like that 中文版在PTT/Dcard完整相關資訊 - 星娛樂頭條 的評價
- 關於how you like that中文版 在 How you like that 中文版在PTT/Dcard完整相關資訊 - 星娛樂頭條 的評價
- 關於how you like that中文版 在 BLACK PINK『你喜歡嗎』How you like that 中文版唱跳Cover ... 的評價
how you like that中文版 在 D.A. Facebook 的精選貼文
-(中文版本往下滑!)
@shen_official_tw hydrating skin care essence
It’s a new Taiwanese skincare brand which has no alcohol, no animal experiment, and 95% of the ingredients are organic!
At first I thought the petals in it were real! Cuz they were so realistic! But actually it’s a part of the product that can be rubbed into the skin with hands. Sometimes the dropper gets stocked because of the petals a bit 🤣
The most amazing part is that I was testing this product while my face was sensitive and irritated, with some red spots and pimples, acnes on. But this product didn’t make my skin felt hurt or itchy, and that happened a lot while my skin is in this situation. This product is good at calming the skin and taking away the redness. It’s not super moisturizing on its own, but great for summer days with dry skin.
I use a great amount of it every time, about 2-3 pumps for my hole face. I’m already halfway through this product after 3 weeks🤣 That’s how much I like it!
Texture 👉👉👉
What skincare product do you guys like these days?
Let me know in the comments down below:)
Wish you all a lovely day 💕
-
森美肌 喚顏花瓣精露
很開心又能介紹台灣的品牌了❤️森 SHEN是主打無酒精、95%以上有機成分和不使用動物實驗的品牌~
一開始以為裡面的花瓣是真的花瓣😳超級仿真很美~不過滴管吸到花瓣的時候會有點卡卡有時候沒辦法直接吸到一整管~花瓣是用手推可以慢慢推開的!
我最驚艷的地方是在皮膚微敏感(臉上有許多紅色小顆粒跟痘痘)的時候使用,沒有造成任何刺痛或是不適~甚至在有些微脫皮的雙頰也可以使用!使用幾天紅色小顆粒有比較穩定下來的感覺,單用的保濕力可能還不足夠到能讓脫皮都修復,但只要不過敏就大大感激了!也沒有造成長痘的問題~(近期超怕痘痘)這真的是我近期超級喜歡的保養品!退紅有感!
我使用保養品的用量都算蠻大的,因為之前看到一個影片說既然都用了就要用足夠的量~所以我整臉使用大約要兩管~三管才夠!照片是我使用兩個禮拜後拍的~因為已經用了半罐怕等用了一個月之後用光就沒東西可以拍了🤣🤣只剩空罐子~對我來說用量蠻快的,唯一就是滴管每次吸起來的量有時候多有時候少~但其實不影響產品本身的好用程度!還有就是懶人如我有時候花瓣沒有推開的話,就會停留在塗抹的地方然後慢慢乾掉XD包裝方面全成分表是用布標的方式繫在瓶身外面!展示方式很特別~
推薦給肌膚微敏感、容易過敏泛紅的人使用應該最有感!健康肌當然就完全沒問題~❤️
質地照片👉👉👉
謝謝品牌提供產品(有過稿)!
你們近期喜歡的保養品是什麼呢?
歡迎在留言區跟我分享🥰
祝你們有美好的一天💗
#森SHEN #森美肌 #植萃 #無酒精 #歐盟有機認證 #MIT保養品 #台灣品牌 #skincare #美妝保養 #保養 #保養品 #保養品推薦 #organicskincare #organicproducts #organicingredients #organicproduct #crultyfree #veganbrand #veganskincare #alcoholfree #alcoholfreeskincare #madeintaiwan #taiwanbrand #taiwan🇹🇼 #유지 #メンテナンス #精華液
how you like that中文版 在 D.A. Facebook 的最佳解答
-(中文版本往下滑!)
Revlon Taiwan photoready prep,set,refresh mist
In days I need to wear masks ( it’s like EVERY day) I definitely need setting sprays to hold my makeup all day!
I would like to share how I apply my makeup first, my expectations about setting sprays, then to my thoughts on this #revlon setting spray.
My order applying my base makeup is foundation first, concealer, and than powder, setting spray last. Setting spray for me is to keep my makeup being more long lasting. By talking while wearing masks, rubbing some makeup on masks is fine for me if I still look great after I take off mask.
Here’s come to my thoughts: this spray can make my makeup last longer, but do still rub some on the mask. Something I’ve noticed is that The sprinkler head is kind of weird to me for every 3-4 times I spray, there will be a big drop show on my face. I’ll say it’s a fine product for its drugstore price. Will there be some better sprays out there? I believe it will.
Do you guys recommend any setting sprays?
Let me know in the comments down below:)
-
#露華濃 奇幻美妝定妝噴霧
現在基本上每天都需要戴口罩的情況下,定妝噴霧完全不能少!真的是用盡一切方法讓妝容可以持久一整天哈哈哈哈😂
我的化妝順序目前是上完粉底、遮瑕等底妝後,先用蜜粉定妝,再噴上定妝噴霧!
這款噴霧的噴頭有點讓我不滿意的地方是每噴三下左右就一定會有一顆大顆的水珠💦在我臉上出現!基本上因為會摩擦的關係多少口罩上都還會有殘留粉底,但拿下口罩後妝容維持度還是不錯的~在開架商品中我覺得它還是一個可以考慮購入的商品,但也相信一定會有更好用的商品!
你們有推薦的定妝噴霧嗎?
歡迎在留言區和我分享❤️
#makeup #化妝 #化粧 #アイメイク #motd #dailymakeup #コスメ #아이메이크업 #메이크업 #오늘의화장 #눈화장 #아이섀도우 #코스메틱 #네이처리퍼블릭 #에뛰드하우스 #beauty #settingspray #mist #cosmetics #섀도우 #섀도우추천 #makeupinspo #makeupideas #makeupinspiration #makeuptutorial #100daysofmakeup #wakeupandmakeup
how you like that中文版 在 Patrick派翠克 Youtube 的精選貼文
逼我參加女團選秀?
排舞夜練好幾天 還進錄音室錄歌混音
我是Lisa派 請叫我『Li金派』🖤
-
我老師好猛:@柔蓁柔蓁 Ray弟
我舞伴還行:@謝雨芝Dora
攝影&後期:動起來影像
錄音&混音:見怪不怪音樂
---
🌵派のIG會有不發在YT的小幹片:https://www.instagram.com/patrickliu0721
每星期三跟某一天都有新影片『 派好笑&派開箱&忍笑噴奶 』
訂閱一波YouTube 按右上小鈴鐺吧🔔愛你們~~~
#派翠克 #你喜歡嗎 #BLACKPINK
how you like that中文版 在 Spice N' Pans Youtube 的最佳貼文
You can find Sesame Oil Chicken Mee Sua practically anywhere in Taiwan. Can't travel now? No worries. You can make sesame oil chicken mee sua easily at home too. Just follow Roland's recipe to enjoy a nice comforting bowl of sesame oil chicken mee sua for lunch or dinner. Happy cooking!
See the ingredient list below for your easy reference.
中文版 https://youtu.be/Xiby2KpRAac
Hope you can recreate this yummy dish in the comfort of your home. Thanks for dropping by our channel.
Please subscribe to stay tuned to our home cooking videos.
Follow us on:
Youtube: www.youtube.com/spicenpans
Facebook www.facebook.com/spicenpans/
Instagram www.instagram/spicenpans
Blog: www.spicenpans.com
Chat with us! info@spicenpans.com
Thanks for watching! See you soon.
xoxo
Jamie
on behalf of Spice N’ Pans
Taiwanese Sesame Oil Chicken Mee Sua ingredients
Serve 4 pax
————
700g of chicken leg - marinate chicken with 1.5 teaspoons of salt
2 tablespoons of sesame oil
50g of sliced old ginger
500ml of Chinese rice wine
1.5L of chicken stock (How to make: https://youtu.be/2SbCwnn4TWA)
1 can of button mushrooms
1/2 teaspoon of sugar
2 tablespoons of sesame oil
1 stalk of spring onion
Other ingredients
----------
Mee sua
Some wolfberries
Some salt to taste (if needed)
===
Don't know where to get the ingredients or don't know how they look like? See the links below.
Sesame oil https://amzn.to/3hRmqQj
Chinese white rice wine https://amzn.to/3fbXmC1
Chicken stock https://amzn.to/3jZzuou
Button mushrooms https://amzn.to/30fUC1W
Mee sua (Flour vermicelli) https://amzn.to/3hS3wbZ
Dried wolfberries https://amzn.to/2BI9DQK
----------
Looking for similar cooking equipment like the one we used in the video? These might interest you:
Cast iron wok https://amzn.to/2DncvD0
Greenpan Saucepan https://amzn.to/2D5MmJ9
-------------
Filming equipment:
iPhone 11 Pro Max (Get from Amazon https://amzn.to/3eA24tz)
Microphone: Sennheiser AVX digital wireless microphone system
Get in Singapore: https://singapore.sennheiser.com/products/avx-mke2-set-3-uk?_pos=2&_sid=adb86a9d8&_ss=r
Get from Amazon: https://amzn.to/2NILqMR
Fujifilm X-T200 Mirrorless Digital Camera:
https://amzn.to/2D5mLju
-------------
If you like this recipe, you might like these too:
Grandma's Mee Sua Soup 阿嫲面线
https://youtu.be/iyJOVza-f4k
Taiwanese Oyster Mee Sua Recipe 台湾蚵仔面线 Orh Ah Misua
https://youtu.be/C90-QTq7tio
Stir Fried Mee Sua 干炒面线
https://youtu.be/4yCED1l9u6c
-------------
Disclaimer:
Spice N' Pans is not related to these products and cannot guarantee the quality of the products in the links provided. Links are provided here for your convenience. We can only stand by the brands of the products we used in the video and we highly recommend you to buy them. Even then, preference can be subjective. Please buy at your own risk. Some of the links provided here may be affiliated. These links are important as they help to fund this channel so that we can continue to give you more recipes. Cheers!
how you like that中文版 在 Bryson Lew 刘铠翔 Youtube 的最讚貼文
各節重點Timestamp :
00:00 精彩预告Trailer
00:16 开头Intro
01:13 编曲Arrangement
03:26 奶奶出场Welcome Grandma
04:33 奶奶开始录音Start Recording
06:36 调音Tuning
06:54 到我录音Me Recording
07:18 拍摄天MV Shooting Day
07:44 奶奶听歌后的反应Grandma's Reaction Listening to the Song
08:29 最终完成品Final Result
10:48 End Credit
10:54 生日惊喜Suprising Grandma
【影片Lowbudget制作?】
导演Director:Bryson Lew刘铠翔
监制Producer:Bryson Lew刘铠翔
摄影师Videographer:Bryson Lew刘铠翔 & 我爸
摄影指导D.O.P:Bryson Lew刘铠翔
灯光Lighting:Bryson Lew刘铠翔
剪辑Editor:Bryson Lew刘铠翔
调色Colorist:Bryson Lew刘铠翔
人体灯光脚架??:我妈 & 二姐
场地Location:我家的万能客厅
【音乐不专业制作?】
翻唱Covered by:Bryson Lew刘铠翔 & 我最可爱的奶奶
录音Recorded by:Bryson Lew刘铠翔
吉他Guitar:Bryson Lew刘铠翔
编曲Arrangement:Bryson Lew刘铠翔
翻唱歌曲Original Song:BLACKPINK - How You Like That
How You Like That - BLACKPINK【lyrics/歌词】
보란 듯이 무너졌어
바닥을 뚫고 저 지하까지
옷 끝자락 잡겠다고
저 높이 두 손을 뻗어봐도
다시 캄캄한 이곳에 light up the sky
네 두 눈을 보며 I'll kiss you bye
실컷 비웃어라 꼴좋으니까
이제 너희 하나 둘 셋
蛤~耗油来碟?
Ha, how you like that?
油滚来碟 碟碟碟碟 碟碟碟碟
You gon' like that, that that that, that, that that that, that
耗油来碟?(怕他病 怕他碰碰碰)
How you like that? (bara bing, bara boom, boom, boom)
油滚来碟 碟碟碟碟 碟碟碟碟
How you like that, that that that, that, that that that, that
闹~路给油 闹 路给米
Now, look at you, now look at me
路给油 闹 路给米
Look at you, now look at me
路给油 闹 路给米
Look at you, now look at me
耗油来碟?
How you like that? 【X2】
雪花飘飘 北风萧萧(How You Like That~)
Xue Hua Piao Piao Bei Feng Xiao Xiao
天地 一片 苍茫
Tian Di Yi Pian Cang Mang
더 캄캄한 이곳에 shine like the stars
그 미소를 띠며 I'll kiss you goodbye
실컷 비웃어라 꼴좋으니까
이제 너희 하나 둘 셋
蛤~耗油来碟?
Ha, how you like that?
油滚来碟 碟碟碟碟 碟碟碟碟
You gon' like that, that that that, that, that that that, that
耗油来碟?(怕他病 怕他碰碰碰)
How you like that? (bara bing, bara boom, boom, boom)
油滚来碟 碟碟碟碟 碟碟碟碟
How you like that, that that that, that, that that that, that
闹~路给油 闹 路给米
Now, look at you, now look at me
路给油 闹 路给米
Look at you, now look at me
路给油 闹 路给米
Look at you, now look at me
耗油来碟?
How you like that? 【X2】
Contact Me | 若要找小弟业配,请联系??
? brysonlewcollab@gmail.com ?
欢迎追踪小弟其他社交平台:
Instagram :
@brysonlew ? https://www.instagram.com/brysonlew/?hl=en
@不来身的生活 ? https://www.instagram.com/brysonnnnnnnnnnnnnnnnnnnn/
Facebook Page :
@Bryson 刘铠翔 ? https://www.facebook.com/BrysonLKX
how you like that中文版 在 'How You Like That' - 看板BLACKPINK - 批踢踢實業坊 的美食出口停車場
數位單曲《How You Like That》
https://cdnimg.melon.co.kr/cm2/album/images/104/51/566/10451566_500.jpg
藝人 BLACKPINK
發行日期 2020.06.26
類型 Rap / Hip-Hip
發行公司 YG PLUS
企劃公司 YG Entertainment
1. How You Like That [TITLE]
https://youtu.be/ioNng23DkIM
作詞:TEDDY, Danny Chung
作曲:TEDDY, R.Tee, 24
編曲:R.Tee, 24
音源試聽:https://www.melon.com/album/detail.htm?albumId=10451566
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 220.134.245.90 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/BLACKPINK/M.1593161881.A.6F4.html
... <看更多>