🌻
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283部Youtube影片,追蹤數超過250萬的網紅Joanna Soh Official,也在其Youtube影片中提到,How to choose a smartwatch and utilize the function to improve your daily health and fitness management? Let me share with you in this video! For more...
「the more you know download video」的推薦目錄:
- 關於the more you know download video 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於the more you know download video 在 Milton Goh Blog and Sermon Notes Facebook 的最佳解答
- 關於the more you know download video 在 Faraz Facebook 的最佳解答
- 關於the more you know download video 在 Joanna Soh Official Youtube 的最佳解答
- 關於the more you know download video 在 Kohki Yamaguchi Youtube 的最佳貼文
- 關於the more you know download video 在 Sophia Fredskild Youtube 的最佳貼文
the more you know download video 在 Milton Goh Blog and Sermon Notes Facebook 的最佳解答
Physical beauty, youth, health and fitness. So many of us desire these blessings that Jesus has and try all sorts of ways to attain them: plastic surgery, nutritional supplements, skincare products, exercise, dieting and more. I know one thing though...God’s word is much more powerful and effective! When you keep hearing and hearing the revelations in this video and allow them to renew your mind, you can’t help but become a more beautiful, younger, healthier and stronger version of you. It will be a transformation that everyone can see!
Instead of spending thousands of dollars to buy beauty, health and strength, you can choose to receive them supernaturally as gifts since Jesus' death on the cross has paid the price for you to have them!
Share this video to your wall so you can easily find it again, and watch it somewhere comfortable every day while praying in tongues. It's going to do wonders for your body.
The declarations shared in this video are excerpts taken from my eBook "Younger and Younger: 31 Days of God's Youth Renewal Promises". If you want the full revelations about youth renewal, you can order and download the eBook at this link: https://www.miltongoh.net/store/p24/younger-and-younger-ebook-milton-goh.html
#YoungerAndYounger #MiltonGohBlog
the more you know download video 在 Faraz Facebook 的最佳解答
So there are some tricky things happening in between
22nd of October - 27th of October
💥 Lee sin is being released Full time in the game even after open beta!
💥 6 Preview Champions going in only for this ONE week in October for testing purposes!
P.s: Apparently during this week ONLY ANDROID users can continue playing the game and all IOS users have to wait till the 27th of October to re-download the game. However, don't worry this time around there is no reset of champs!!
Hopefully, this video was helpful for you ... if you guys show some love in the comments then I will do even more :) if not then i have to go back to washing old men diapers :((
Did you know I stream Wild Rift too???
Twitch 👇
https://www.twitch.tv/teamfaraz
Facebook👇
https://www.facebook.com/FarazShababi
Tiktok👇 (Gaming Memes & Funny Videos)
https://www.tiktok.com/@farazshababi?
Instagram👇
https://www.instagram.com/farazshababi
#wildrift
#leagueoflegends
#lolwildrift
the more you know download video 在 Joanna Soh Official Youtube 的最佳解答
How to choose a smartwatch and utilize the function to improve your daily health and fitness management? Let me share with you in this video!
For more information about HUAWEI WATCH 3 Series: http://bit.ly/JoannaYT
#HUAWEIWatch3Series #HarmonyOS #eSIM #LongBatteryLife #PremiumSmartwatch #SportSmartwatch #StylishSmartwatch
I wear my smartwatch every single day! That's because I want to be able to track not just my workouts, but also my health all day long. The fact is, when we're able to gather more data and knowledge about our own body and how we are performing in each workout session, that will give you the motivation and discipline to stay consistent. This has really to stay on track all these years and see results.
If you are thinking of getting a smartwatch or perhaps you are looking to update your current one, then watch this video as I share with you some of the important features I will look out for when it comes to getting a smartwatch to track my health and fitness.
What are the most important features to you? Let me know in the comments below. =)
________________
Download My Fitness App & Get 25% Off All FIO Premium Plans: https://www.fiolife.com/go-premium/FIOWITHJO
SUBSCRIBE: http://bit.ly/SUBJoannaSoh | Follow my IG: https://instagram.com/joannasohofficial/
Weight Loss Tips: https://www.youtube.com/playlist?list=PLyP8pbBMxcsjSQjf_2V8ZJku_njMfh_Zm
Weight Loss Meal Plan & Recipes: https://www.youtube.com/playlist?list=PLyP8pbBMxcsiVZKn2idlOzVppEmkQuXBp
Abs & Core Workout: https://www.youtube.com/playlist?list=PLyP8pbBMxcsi0MwwHzR5tWUjphLt7vt5q
Crazy Workout Challenges: https://youtube.com/watch?v=g83v1m2P4_g&list=PLyP8pbBMxcsgw079OkBK0o-sjKzX4qE0Jm
________________
Record a video or take a picture of you doing the workout, tag me @JoannaSohOfficial #JSohActive
I'm a certified Personal Trainer (ACE), Women’s Fitness Specialist (NASM) and Nutrition Coach, with over 10 years of experience.
Stay connected and follow me:
Joanna Soh:
http://joannasoh.com/
https://www.instagram.com/joannasohofficial/
https://www.facebook.com/joannasohofficial/
https://www.youtube.com/user/joannasohofficial
https://twitter.com/Joanna_Soh
(Subscribe to my website for printable workouts & recipes)
My Fitness App
https://www.instagram.com/fio.app
https://www.facebook.com/fioapp
________________
How to Choose the Right Smartwatch to Track Your Fitness | Huawei Watch 3 Review | Joanna Soh
the more you know download video 在 Kohki Yamaguchi Youtube 的最佳貼文
So I took the Xperia 1 III for a full day of photography, testing out every lens and every lighting condition I could think of. I'm pretty surprised on how well it handled low light.
I hope you all enjoyed the video and let me know if this is a phone you would consider getting!
*日本の皆さん、設定から日本語字幕を表示できます。字幕ONにしてご覧下さい。
よろしくお願いします!
Heres a few sample images for download:
https://drive.google.com/file/d/19aecHXPVi_9K9muQIh4akhdvitZraB8q/view?usp=sharing
These are non edited jpeg files taken with the Xperia 1 III
*Only to be used for educational purposes.
All photos in THIS video was edited. Just basic W/B and exposure.
I made sure to not alter colors so you will not see much color difference from the original.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Check the official Sony channel for more Xperia 1 III related videos: https://www.youtube.com/user/sonyxperia
My Gear: https://www.amazon.com/shop/kohki
All photographs in this episode was edited using the 'Signature' Preset pack available here:
https://www.kohkipresets.com/product-page/Signature-Preset-Pack-By-Kohki
My Instagram: https://www.instagram.com/Kohki
My Store: https://www.kohkipresets.com
My Website: https://www.kohkicontent.com
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
#SonyXperia1III #Xperia #Photography
Chapters:
0:00 intro
0:34 Location 1 | Tokyo Teleport sta.
1:43 Location 2 | Team Lab Borderless
3:35 Location 3 | Rainbow Bridge
5:17 Location 4 | Asakusa
8:12 Location 5 | Skytree
9:58 Location 6 | Bridge
10:46 Location 7 | Shinjuku
12:11 end
the more you know download video 在 Sophia Fredskild Youtube 的最佳貼文
Streaming Links: https://ffm.to/hbngbm
Sophia Fredskild - Heartbreaks Not Gonna Break Me
Producer: Gustav Boje
Composer: Sophia Fredskild, Gustav Boje
Lyricist: Sophia Fredskild
Mixing and Mastering: Gustav Boje
Stream/Download 'Heartbreaks Not Gonna Break Me':
Apple Music : https://music.apple.com/my/album/heartbreaks-not-gonna-break-me/1561824213?i=1561824214
Spotify : https://open.spotify.com/album/5uQYUsJFWlflcuG3E8wuDU?si=9dFqkP45SkuSPTIgaE0raQ
Deezer : https://deezer.page.link/VQbSNyReJHs5mNcf8
Tidal: https://tidal.com/track/180056834
Follow me online:
http://www.sophiafredskild.com
https://www.instagram.com/sophiafredskild/
https://www.facebook.com/sophiafredskild/
https://twitter.com/sophiafredskild/
https://soundcloud.com/sophiafredskild
https://sophiafredskild.tumblr.com
https://open.spotify.com/artist/15edqA39JeSpGB7skxqcNz?si=tWl9_BVnQBa5NxT6X5RL3w/
Lyric video by Sophia Fredskild performing Heartbreaks Not Gonna Break Me. ℗ & © 2021 Sophia Fredskild.
#SophiaFredskild #Heartbreak #Pop
LYRICS:
[Verse 1]
Maybe that’s what friends are for
I just wanted something more
With you
I know that you can’t read my mind
But if you searched inside you’d find
There’s only you
[Pre-Chorus]
And I could say it in a hundred different ways
I don’t think that you would even look my way
I know you got someone to fill that space
That’s just life and I’ll be okay
[Chorus]
'Cause heartbreaks not gonna break me this time
No heartbreaks not gonna take what is mine
A little bit of heartbreak never killed nobody
A little bit of heartbreak only gave me a sign
This love ain’t mine
[Verse 2]
And I thought it would be you
All you did was paint me blue
Over time (Over time)
'Cause you put me so high up
Till I couldn’t get enough
Then drew the line
[Pre-Chorus]
I would say it in a hundred different ways (Ways)
I know now that you never looked my way
I know you got someone to fill that space (Fill that space)
But that’s just life and I’ll be okay
I'll be okay
[Chorus]
'Cause heartbreaks not gonna break me this time
No heartbreaks not gonna take what is mine
A little bit of heartbreak never killed nobody
A little bit of heartbreak only gave me a sign
This love ain’t mine
[Bridge]
I can't change what you don't feel
Even though for me it's real
No matter how hard I try
Can't change what isn't there
Oh how I wish you cared
But in the end I know I'll be alright
[Chorus]
'Cause heartbreaks not gonna break me this time (This time)
No heartbreaks not gonna take what is mine
A little bit of heartbreak never killed nobody (A little bit of heartbreak never killed nobody)
A little bit of heartbreak only gave me a sign
This love ain’t mine (This love ain’t mine)
[Outro]
Ooh
It took some time
Ooh
But I realized
Ooh
This love ain’t mine (This love ain’t mine)