🌻
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6萬的網紅KARMAN,也在其Youtube影片中提到,Tutorial with simple tips and tricks to achieve 10 different eyeliner looks for your everyday needs. Nuff' said. v v FOR MORE INFO v learn how to ...
look with中文 在 D.A. Facebook 的精選貼文
-(中文版本往下滑!)
All matte look for today!
It’s definitely a fall look! Even though autumn 🍂 is not coming yet here in Taiwan 🇹🇼, but it’s fine to start with the looks!
I’m using the shades from @inglot_cosmetics freedom system palette in the shade 285 283 281 , I love them so much that I’ll be posting another post mainly talking about the palette! (With great shots too🤣) These are warm tone shades with red and browns in it!
Have you started fall looks yet?
Let me know in the comments below:)
Wish you all a lovely day!☺️
More pics👉👉👉
-
全霧面初秋眼妝🍁
紅棕色系的完全就是秋天的顏色!
雖然現在還熱的像夏天,不過可以從妝容開始變換起😆
使用的是 #inglot 自組盤的單顆眼影 285 283 281 這三個顏色~
這盤超級美之後會用另外一篇貼文+美照介紹!❤️敬請期待😚
你們開始畫秋天的妝容了嗎?
歡迎在留言區和我分享❤️
祝大家有美好的一天~~💕
更多照片👉👉👉
#makeupklever #化妝教學 #化粧 #アイメイク #motd💋 #dailymakeup #아이메이크업 #메이크업아티스트 #오늘의화장 #눈화장 #makeupkontent #makeupidea #makeuptoday #eyelooktutorial #100daysofmakeupchallenge #wakeupandmakeupsweeps #眼妝 #美妝 #美妝分享 #messymakeup #eyelooks #eyelookoftheday #eyelookideas #eyelookmakeup #眼妝分享 #popdaily波波黛莉的異想世界
look with中文 在 Facebook 的最佳解答
🔥🔥【拜登將台灣與北約、日韓並列】 昨天半夜開始,不少標題都報導拜登在ABC News的訪談中,對防衛台灣作出正面清晰表態。當時主持人是問(美方撤軍後)中國嘲諷台灣人「不能靠美國」,拜登提及(美國協防)「對北約、日韓、對台灣都是一樣的」。
ABC目前還沒有完整釋出全段訪談影片,這邊提供ABC官方逐字稿,補充中文翻譯在下方。由於訪談過程中,許多口語來回,有前後脈絡與細節背景,在翻譯處以括號補充。
這則訪問播出後,有美國官員表示,美國「對台政策沒有改變」(有緩頰意味,意指不會清楚表態),也有分析認為,這樣的說法可能當下的拜登口誤。
拜登接受訪問,目標是解釋撤軍作法、說明他的判斷和情報系統都無誤。但美國民眾不太領情,留言當中大篇幅都是不支持的負面留言。
----
👉(主持人)STEPHANOPOULOS: You talked about our adversaries, China and Russia. You already see China telling Taiwan, "See? You can't count on the Americans." (LAUGH)
BIDEN: Sh-- why wouldn't China say that? Look, George, the idea that w-- there's a fundamental difference between-- between Taiwan, South Korea, NATO. We are in a situation where they are in-- entities we've made agreements with based on not a civil war they're having on that island or in South Korea, but on an agreement where they have a unity government that, in fact, is trying to keep bad guys from doin' bad things to them.
We have made-- kept every commitment. We made a sacred commitment to Article Five that if in fact anyone were to invade or take action against our NATO allies, we would respond. Same with Japan, same with South Korea, same with-- Taiwan. It's not even comparable to talk about that.
👉(#主持人)斯蒂芬諾普洛斯:你談到了我們的對手,中國和俄羅斯。你看到中國告訴台灣,『看到了嗎?你不能指望美國人。』 (笑)
#拜登:——中國為什麼不會這麼說?聽著喬治,台灣、南韓、和北約(與阿富汗)存在基本上的差異。我們達成的協議,不是基於他們在該島或韓國發生的內戰,而是基於他們有個統一政府而做出的(協防)協議,事實上,這個政府會試圖阻止壞人對他們做壞事。
我們作出、也信守每一個承諾。我們對第五條款作出神聖的承諾:如果有人要入侵或對我們的北約盟國採取行動,我們會做出回應;日本一樣,韓國一樣,台灣也一樣。
(和撤軍阿富汗相比)現在說這個 #根本沒有可比性。
look with中文 在 KARMAN Youtube 的精選貼文
Tutorial with simple tips and tricks to achieve 10 different eyeliner looks for your everyday needs. Nuff' said.
v v FOR MORE INFO v
learn how to switch up your eyeliner to complement your eye shape! if you want longer eyes, try the natural eyeliner, park sora eyeliner, and demure kitten eyeliner! if you want rounder eyes, try the pin up eyeliner, wild kitten eyeliner, and puppy eyes. if you want winged eyeliner/cat eyes, definitely check out all the kitten/kitty eyeliners :)
RELATED MAKEUP TUTORIAL=================
PARK SORA MAKEUP
https://www.youtube.com/watch?v=RAJtJyGpL_I
K-POP MAKEUP
https://www.youtube.com/watch?v=DVuMq--zEDY
BLOG ENTRY==============================
Visit my blog for more information and detailed instructions, complete with pictorials!
http://madokeki.blogspot.com/2014/07/10-ways-to-wear-eyeliner-for-everyday.html
PRODUCTS USED============================
in chonological order:
1. Maybelline Eye Studio Gel Eyeliner (Black)
2. Heroine Make Smooth Liquid Liner
brushes used:
eye liner brush that came with the Maybelline gel eyeliner.
MUSIC=======================================
Clazziquai Project - Futuristic
http://www.last.fm/music/Clazziquai+Project/_/Futuristic
CONNECT WITH ME ============================
I BLOG: http://madokeki.blogspot.com
I INSTAGRAM: http://instagram.com/madokeki
I TWEET: http://twitter.com/madokeki
how to, makeup, eyeliner, cat eyes, puppy eyes, wing, winged, easy, simple, cat liner, eyes, asian, maybelline, heroine make, gel liner, liquid eyeliner, tutorial, simple, quick, tips, tricks
look with中文 在 KARMAN Youtube 的最佳貼文
Get a natural looking 2 time bigger eyes by following these simple methods if you like the japanese dolly eye look.
想看字幕的朋友們請自行打開"CC" caption! 繁體中文的字幕, 希望可以幫到你~
v v CLICK FOR MORE INFO v v
if you have narrower double eye lids, make sure to use double lid stickers to widen your lid as this will make your eyes appear rounder and bigger, it's essential for this look!
CONNECT WITH ME ================
I BLOG: http://madokeki.blogspot.com
I INSTAGRAM: http://instagram.com/madokeki
I TWEET: http://twitter.com/madokeki
✛ ✛ BLOG ENTRY ✛ ✛
check out my blog post for more details!
http://madokeki.blogspot.com/2014/03/enlarge-your-eyes-with-makeup-with.html
✛ ✛ PRODUCTS USED ✛ ✛
GEO hurricane brown HC-104 circle lens
kate designing eyebrow N (EX-4)
kate gradial eyes A (BR-1)
maybelline eye studio gel liner (brown)
heroine make smooth liquid eyeliner
catrice made to stay highlighter pen (010 eye like)
heroine make volume & curl mascara
media cheek color A (PK-1)
canmake highlighter (05)
loreal shine caresse lip stain (801 princess) / color riche caresse wet shine stain (188 coral tattoo)
revlon colorburst lip butter (080 strawberry shortcake)
✛ ✛ MUSIC ✛ ✛
Murs & 9th Wonder - What Up Tho
japanese makeup, gyaru makeup, eye, eyelash, falsie, bigger eyes, enlarge eyes, how to, tutorial, beauty, makeup, beauty tips, circle lens, asian, double eyelid, double lid, monolid, 大眼, 變大, 化妝, 教學, 增大, 電眼, 可愛, 日系, 如何變大眼
look with中文 在 KARMAN Youtube 的最佳解答
Want to copy the look of Stylenanda model Park Sora? I created her look with drugstore products. 中文字幕請開CC選擇繁體中文.
for more information, visit my blog
http://madokeki.blogspot.sg/2014/03/gtl-stylenanda-park-sora-make-up-look.html
Her dewy and super fair skin makes a really good canvas for her make up.
In fact, most of her make up goes into her foundation steps to prep the skin. The eye, lips and cheeks are very simple and straight forward.
To achieve her look, the preparatory step is the key.
Even though I really like her glossy sheen face, I can't wear this out in Singapore as the make up will just melt right off my face.
I guess these are looks that are meant for photoshoots or if one is to stay indoor in an airconditioned place all day.
*shrugs*
I still want to wear her look though ;)
Products used:
Hadanomy Collagen Mist
Nature Republic Brightening CC Cream
Dr Jart Black Label BB Cream
Sonia Kashuk Hidden Agenda Concealer 07
Canmake Highlighter 05
Bourjois Blusher 32 Ambre D'or
Dollywink Long Mascara
Kate Designing Eyebrow N EX-4
Canmake Cream Cheeks 05
Revlon Just Bitten Balm Stain 045 Rendevous
look with中文 在 十個look片語#01 的推薦與評價
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