🌻
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3部Youtube影片,追蹤數超過58萬的網紅歐陽娜娜Nana OuYang,也在其Youtube影片中提到,開始訂閱我的頻道➔ https://goo.gl/aiVwBD 《NANA I》中三首創作歌曲代表著破碎、炙熱和平行線,而首支單曲〈The Best for You〉的創作過程只花了15分鐘,「起初是想寫一首三拍子的歌,還覺得應該挺難寫的,因為有時候想表達心中想說的東西並不容易,但是當天的製作人和...
「look into it意思」的推薦目錄:
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look into it意思 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
look into it意思 在 作者 Facebook 的精選貼文
翻聽Bob Dylan的《Desolation Row》湧起一股莫名的觸動,感覺就像走過了一條漫長的荒涼之路。頭兩句不知怎的讓我想到最近的香港:
They’re selling postcards of the hanging
They’re painting the passports brown
他們販售吊刑的名信片
他們把護照髹成啡色
然後我便分外留神聽接下來發生甚麼事:
The beauty parlor is filled with sailors
The circus is in town
Here comes the blind commissioner
They’ve got him in a trance
One hand is tied to the tight-rope walker
The other is in his pants
And the riot squad they’re restless
They need somewhere to go
As Lady and I look out tonight
From Desolation Row
美髮店擠滿了水手
馬戲團就在城後
然後來了一個特首
他們將他發入吽竇
一隻手綁住走鋼線高手
另一隻插在褲袋裡頭
還有防暴警察全在煩躁無休
他們需要某個地方抖抖
像這位小姐和我遍夜尋求
由荒涼之路口
然後找到哪裡去?似乎是酒館。
Cinderella, she seems so easy
“It takes one to know one,” she smiles
And puts her hands in her back pockets
Bette Davis style
And in comes Romeo, he’s moaning
“You Belong to Me I Believe”
And someone says, “You’re in the wrong place my friend
You better leave”
And the only sound that’s left
After the ambulances go
Is Cinderella sweeping up
On Desolation Row
灰姑娘,她似乎幾開放
「講嗰個就係嗰個。」佢笑咗
然後將雙手插進後袋
貝蒂戴維斯的風格
然後來了個羅密歐,佢喺度呻吟
「你係屬於我㗎我相信!」
然後有人話:「你來錯地方喇朋友,
你最好離開。」
然後唯一留低的聲音
在救護車走了之後
是灰姑娘的掃地聲
在荒涼之道上
我很喜歡這一種講故事的歌,因為這才叫做「吟遊」。當現在的歌失去了這種吟遊性,就空餘下一堆感質。我們已經不再用灰姑娘來形容負責打掃地方的女人,我喜歡這樣的形容,但設定跟原著是反轉的:掃完地,一到十二點,她就準時穿回自己的玻璃鞋。
然後已經好夜好夜了:
Now the moon is almost hidden
The stars are beginning to hide
The fortune-telling lady
Has even taken all her things inside
All except for Cain and Abel
And the hunchback of Notre Dame
Everybody is making love
Or else expecting rain
And the Good Samaritan, he’s dressing
He’s getting ready for the show
He’s going to the carnival tonight
On Desolation Row
現在月亮就快都看不見
繁星也開始隱淡
占卜未來的女人
甚已將她的所有東西收起
所有除了該隱和亞伯
以及聖母院的鐘樓佗俠
人人都在做愛
或其餘的在等雨
然後有個好撒馬利亞人,他在換裝
他已經準備好出騷
今晚他將會前往嘉年華
在荒涼之道上
突然輪到《哈姆雷特》的女主角奧菲利亞登場:
Now Ophelia, she’s ’neath the window
For her I feel so afraid
On her twenty-second birthday
She already is an old maid
To her, death is quite romantic
She wears an iron vest
Her profession’s her religion
Her sin is her lifelessness
And though her eyes are fixed upon
Noah’s great rainbow
She spends her time peeking
Into Desolation Row
現在奧菲利亞,她就倚在窗旁
我真為她擔心
在她廿二歲生日時
她已經是一個老女僕
對她,死亡是幾浪漫
她穿了一件鐵的背心
信仰就是她的自白
白活就是她的罪名
雖然她已定睛望着上方
那道挪亞的偉大彩虹
但她仍是費上時間來偷望
那條荒涼之路
而你有沒有聽過愛恩斯坦拉小提琴?這一個卻不是那一個,因為他太潦倒了:
Einstein, disguised as Robin Hood
With his memories in a trunk
Passed this way an hour ago
With his friend, a jealous monk
He looked so immaculately frightful
As he bummed a cigarette
Then he went off sniffing drainpipes
And reciting the alphabet
Now you would not think to look at him
But he was famous long ago
For playing the electric violin
On Desolation Row
愛恩斯坦扮成羅賓漢
帶着他車尾廂的回憶
在一小時前才經過這裡
和他的朋友、來自善妒寺的僧侶
他看起來不染得可怕
尤其在他討煙的時候
接着他走去嗅着水喉
叨唸着字母
現在你不會想望到他
但好耐之前他都風光過
奏着電子提琴
在那荒涼之路
從荒涼到荒淫?
Dr. Filth, he keeps his world
Inside of a leather cup
But all his sexless patients
They’re trying to blow it up
Now his nurse, some local loser
She’s in charge of the cyanide hole
And she also keeps the cards that read
“Have Mercy on His Soul”
They all play on pennywhistles
You can hear them blow
If you lean your head out far enough
From Desolation Row
猥褻醫生,他將他的世界
藏在一隻皮杯裡
但他所有無性的病人
他們正嘗試吹起它
現在他的護士,某個本地的失敗者
她是山埃孔的話事人
而她亦藏了一張卡片寫着
「願主垂憐他的靈魂」
他們全都玩着尖哨
你可以聽到他們在吹
如果你把頭傾得夠遠
從荒涼之道
卡薩諾瓦是意大利聞名的詩人情聖,這一段特別令我着迷:
Across the street they’ve nailed the curtains
They’re getting ready for the feast
The Phantom of the Opera
A perfect image of a priest
They’re spoonfeeding Casanova
To get him to feel more assured
Then they’ll kill him with self-confidence
After poisoning him with words
And the Phantom’s shouting to skinny girls
“Get Outa Here If You Don’t Know
Casanova is just being punished for going
To Desolation Row”
對面街他們已釘上帷幕
他們已準備好一場盛宴
《歌聲魅影》
牧師的完美形象
他們用湯匙向卡薩諾瓦灌藥
讓他稍為有安全感
然後他們用自信來殺掉他
之前用文字毒害他
然後魅影向瘦削的女孩們喊道:
「如果你不知道就請你們離開
卡薩諾瓦已經受罪因他
前往荒涼之道。」
接下來這一段,我懷疑是在描寫納粹的集中營:
Now at midnight all the agents
And the superhuman crew
Come out and round up everyone
That knows more than they do
Then they bring them to the factory
Where the heart-attack machine
Is strapped across their shoulders
And then the kerosene
Is brought down from the castles
By insurance men who go
Check to see that nobody is escaping
To Desolation Row
現在午夜所有特工
和超人類團隊
出來圍住了所有人
因為知道了不該知道的
然後把他們帶到工廠
那裡有心臟病機器
綁在他們的肩膊上
然之後那煤油
從城堡裡帶下來
有人會以防萬一
檢查一下看看是否無人能逃
逃往荒涼之路
Bob Dylan這首歌可能戲仿了英國詩人ES艾略特的長詩《荒原》,這首詩的一大特色是沒有人能看懂一個字——每個字都懂,湊起來卻不成意思。之前跟大家介紹過的艾茲拉龐德,勉強把《荒原》翻改成可讀的版本,加了很多註腳,務求令世人讀得通它的真意。這個情節,Bob Dylan也收錄在《Desolation Row》第九節裡面:
Praise be to Nero’s Neptune
The Titanic sails at dawn
And everybody’s shouting
“Which Side Are You On?”
And Ezra Pound and T. S. Eliot
Fighting in the captain’s tower
While calypso singers laugh at them
And fishermen hold flowers
Between the windows of the sea
Where lovely mermaids flow
And nobody has to think too much
About Desolation Row
讚美歸於尼祿的海王星
鐵達尼啟程於黎明
而每個人都發出喊聲
「你到底站哪一邊?」
而艾茲拉龐和ES艾略
在船長的塔上決鬥
卡利索普歌手取笑他們
漁民手執鮮花
在大海的窗戶之間
那裡有可愛的美人魚流過
此際沒有人想太多
關於那荒涼之路
是的,Bob Dylan是在模仿ES艾略特式的混亂,而在最後一節揭曉了混亂的原因:
Yes, I received your letter yesterday
(About the time the doorknob broke)
When you asked how I was doing
Was that some kind of joke?
All these people that you mention
Yes, I know them, they’re quite lame
I had to rearrange their faces
And give them all another name
Right now I can’t read too good
Don’t send me no more letters, no
Not unless you mail them
From Desolation Row
係呀,我尋日收到你嘅信
(大概在門鎖壞了的時候)
你問我最近過成怎樣
是一個需要笑的笑話嗎?
全部這些你所提及的人
係呀,我知道佢哋,佢哋都幾無趣
我需要重新構建他們的臉容
給他們全都搞混了名字
此際我已經不太擅於閱讀
不要再寄更多的信給我了,不要
除非它們是你寄自
於荒涼之路
聽過這麼多段,就像走完了一段漫長的荒涼的路,有一種想哭的感覺。Bob Dylan的音樂經常都給予的這種荒涼感,只有經歷很多的人才會有這種感覺,寫得出這種詞,流下了這滴淚。
作者
look into it意思 在 歐陽娜娜Nana OuYang Youtube 的精選貼文
開始訂閱我的頻道➔ https://goo.gl/aiVwBD
《NANA I》中三首創作歌曲代表著破碎、炙熱和平行線,而首支單曲〈The Best for You〉的創作過程只花了15分鐘,「起初是想寫一首三拍子的歌,還覺得應該挺難寫的,因為有時候想表達心中想說的東西並不容易,但是當天的製作人和合作的吉他手特別快了解我的意思,我那時只告訴他們我想要一首三拍子和能在下雨天聽的歌,然後15分鐘後旋律就好了!」特別的是,這次的配唱都是在歌曲寫完當下立刻錄製,紀錄當下最真實的感受,她以甜美清新的歌聲唱出最真摯的情感,用音樂喚醒愛情中最真實的風景,愛情不只甜蜜也伴隨痛苦。
Nana Ouyang’s first original EP - NANA I
this EP collects three English tracks revolving around Shakespeare’s “Love is a sweet pain.” Ouyang has co-written and composed all three English tracks, this album is a profound and genuine creation of Nana.
詞曲 Lyrics/Melody: Nana Ouyang,Wyatt Sanders
製作人 Producer:Gingerbread (aka Barry Cohen)
One day I knew
This wasn’t fixable
I still want you
But I won’t be in this if
you don’t want to
you don’t want to
Open up
Oooh
This how it starts
Fighting bout nothing and going too far
I just can’t look now we’re
Falling apart
Falling apart In my arms
Oooh
Oooooh I
I must confess
You made a mess
We got regrets
Saying things we never meant
Tryna get into each other’s head
Somehow I still got love
After all that you’ve done
Swear no matter what we do
I still want the best for you
Cuz even when things seem bad
I wouldn’t change what we had
Swear no matter what you say
Yea no matter what you do
I still want the best for you
Let’s just pretend
We could still make it
That this ain’t the end
Things could be different
That we’ll still be friends
we’ll still be friends
That’s a lie
🌼Subscribe & Leave a comment below
👋🏼Social media
Instagram : nanaouyang
facebook : https://m.facebook.com/Nanaonly/
weibo : https://weibo.com/u/2687827715
🎻Hope you guys like it!
see you guys next time✨
📪Welcome to contact:
sharonworkingemail@gmail.com Miss Sharon Agent
#歐陽娜娜原創英文EP #NANA1 #NanaOuyangsFirstOriginalEP #歐陽娜娜 #原創三部曲 #TheBestForYou #NanasVLOG

look into it意思 在 賓狗單字Bingo Bilingual Youtube 的最佳貼文
#記得打開CC字幕
❗️竟然跟 Jolin 專輯概念相同 ?!
❗️什麼?? Mother's Daughter 歌詞這麼兇 ?!
❗️沒想到這首歌也抨擊時事議題 ??
👇最下面還有中英歌詞翻譯喔 👇
❤️💛💚💙💜
Facebook 讓你下載單字卡:https://www.facebook.com/bingobilingual/
Instagram 讓你看 Bingo 私生活:https://instagram.com/bingobilingual_bb/
➡️ 金曲譯者的其他影片:
《玫瑰少年 Womxnly》蔡依林 | 歌詞解析及翻譯
https://youtu.be/lGG_BBFNsf0
艾怡良的隱藏金曲 | 帶你解析《夜晚出生的小孩》
https://youtu.be/b5byk-jAx6U
與惡神曲!林宥嘉 別讓我走遠 cover 用英文唱
https://youtu.be/SKP85Pv_qYw
💡💡💡💡💡
《Mother‘s Daughter 歌詞翻譯》
Hallelujah, I'm a freak
哈利路亞 我是怪咖
I'm a freak, hallelujah
我是怪咖 哈利路亞
Every day of the week I'ma do ya
每週每天我都要把你吞了
Like I want to
好像我很飢渴那樣
I'm a Nile Crocodile, a Piranha
飢渴得像尼羅河鱷跟食人魚那樣
Oh my God, she got the power
我的天啊!她怎有那種力量
Oh, look at her, she got the power
看看她,她竟有那種力量
So-so, so don't fuck with my freedom
所以 別來干涉我的自由
I came back to get me some
老娘來要回我的自由
I'm nasty, I'm evil
我又壞又邪惡
Must be something in the water or that I'm my mother's daughter
怎麼會這樣?一定有鬼!但說不定只是我媽教得好?
So, back up, back up, back up, back up, boy, ooh
所以給我滾開 滾開 滾開 滾開 沙豬
Back up, back up, back up, back up, boy, ooh
滾開 滾開 滾開 滾開 沙豬
Hallelujah, I'm a witch
哈利路亞 我是女巫
I'm a witch, hallelujah
我是女巫 哈利路亞
Swish swish, I'm a three-point shooter
咻咻 我是三分神射手
I blow through ya
我穿過你呀
Like a hot wind out in the bayou, ya
就像美國南部河面上的熱風吹過你呀
My mama always told me that I'd make it
我媽媽總告訴我,我可以做到的
That I'd make it, so I made it
我會做到的,所以我就做到了
I put my back into and my heart in it
我全心全意付出
So I did it, yeah, I did it
我就做到了 我做到了
Swish swish, motherfucker
咻咻 混帳東西
*我們採取比較自由的翻譯方式,藉以直接揭露歌詞意義及我們的詮釋
按訂閱 小鈴鐺 讓你英文響叮噹🔔

look into it意思 在 7LING aka 9KECHEN Youtube 的最佳貼文
製作人: NEOSO戴岑樺
作詞:NIKE CHEN陳姿陵、 NEOSO戴岑樺
作曲:NIKE CHEN陳姿陵、 NEOSO戴岑樺
編曲:NEOSO戴岑樺
配唱:YOUNG LIN楊林
錄音室 Recording Studio:Robokatz Music Production
混音工程 Mixing Engineer:NEOSO戴岑樺 、M.A.T.H
母帶工程 Mastering Engineer:Robokatz Music Production
Mastering:M.A.T.H
Lyrics:
只要看你一眼我就 快不能呼吸
我願為你 先暫時收起我的不羈
不輕易 從不輕易動情
不經意 的對你動了心
給你 不只一次的機會
確認過眼神才卸下防備
關於戀愛有些事還沒學會
come on come and get it
just call me babe
dive in to my room
break the rules so soon
你偷偷潛入 我心裏的房間
慢慢突破我的防線
Don’t worry 我早就是屬於你
做個決定 我其實很好處理
猜不透 了你的心 在害怕什麼
告訴我 你很想要 擁有我 baby
我早就陷入你設定好的陷阱
你早已攻進了我高標準的心
你不但 潛入了我 的腦海 BABY
更想要你 Dive into my body
不好意思說要跟你到天涯海角
就這樣就這樣一直對我好 好不好
woo~nono
不知道你是否感覺得到我的心跳
woo~nono
我掐住你的腰 對你的耳朵輕咬
look at me now
你的眼中 勾勒著我的線條
look at me now
眼神 停留在我身上就好
ok 給你三秒你別再膽小快把答案揭曉
nono 胃在翻攪 真想現在就把你推倒
dive in to my room
break the rules so soon
你偷偷潛入 我心裏的房間
慢慢突破我的防線
Don’t worry 我早就是屬於你
做個決定 我其實很好處理
猜不透 了你的心 在害怕什麼
告訴我 你很想要 擁有我 baby
我早就陷入你設定好的陷阱
你早已攻進了我高標準的心
你不但 潛入了我 的腦海 OH BABY
更想要你 Dive into my body
i can’t stop talk about you
愛上了 你的特殊
其他 婊子 我不在乎
是誰 在哭 只想 要你 將我 逮捕
你外表 冷得像似冰
屌絲都 得了相思病
沒人不 對你著了迷 快要發神經 對你上了癮
怎麼攻擊 冷酷少女 只能靠近
讓你高興 開始撩你
三分空心 不必操心 單獨搞定
就像 kobe kobe
潛入你的心裡 get it
淺入你的身體 get in
dive in to my room
break the rules so soon
你偷偷潛入 我心裏的房間
慢慢突破我的防線
hook
Don’t worry 我早就是屬於你
做個決定 我其實很好處理
猜不透 了你的心 在害怕什麼
告訴我 你很想要 擁有我 baby
我早就陷入你設定好的陷阱
你早已攻進了我高標準的心
你不但 遣入了我 的腦海 OH BABY
更想要你 Dive into my body
SPECIAL THANKS :
場地贊助 Sponsor:寓SALON & BAR,寓west X 西門靖
導演/攝影 Director:曾子淮(Jackson Tseng)
大助 1st AC:林大洋
燈光 Best Boy:黃茂傑
燈助 Best Boy:李柏儒
執行製片 Production Supervisor:林靜漪
剪輯 Editor:曾子淮
場務 Production Assistant:玄赫、所安、郭光達、紀映光
劇照 Photographer:紀映光
造型 Stylist: NIKE CHEN陳姿陵
服飾 Clothing:PUMA (Vic)、Slightly Numb、馬毅、王思佳
髮型 Hairstylist:Wilson Lin @Flux rèel hair salon
化妝 Makeup Artist:Verna
舞者 Dancer:
Karen Cheetah, 林宇禾(阿幫)、Eva chen (伊凡)、Verna、紹傑
舞蹈團隊 MoveOn dance fusion
舞蹈總監 YoYo Lien
IG:
7L!NG
https://www.instagram.com/hiphopnikesoul_moveon
NEOSO
https://www.instagram.com/neoso1
MoveOn Dance Fusion
http://www.instagram.com/moveondancefusion
數位平台發行
https://www.soundscape.net/a/3523

look into it意思 在 Community Guidelines strike basics - YouTube Help - Google ... 的美食出口停車場
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look into it意思 在 十個look片語#01 的美食出口停車場
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