🌻
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/

早茶送來之際，平板上這張照片剛剛貼好貼滿可愛的貼圖，菲爾看了一眼說：Are you going to add this on your CV, very good at putting dustbins on a politician's face?

多才多藝的意思。

好不巧今天直播頻頻斷線，先跟大家說聲不好意思，錯過的朋友我們下週再約！🥺

所以本週就直接在貼文公布折扣碼囉😎

現在開始到明天（9/5）午夜前，AC/DC全系列商品，輸入折扣碼「ACDC70」，就可享有100元的折扣回饋！

✨ ACDC70✨
大家快記起來！

同時也感謝本週在70s消費的兩位客人，恭喜抽中700元的現金回饋！
以下是正取名單：
email前三字與手機末三碼
1. wil⋯⋯712
2.did⋯⋯495

另有兩位備取名單：
3.clo⋯⋯735
4.925⋯⋯220

我們將與您聯繫，把折扣碼傳送給你🥰

也謝謝今天陪我們一起直播的朋友們，下週有特別來賓登場，敬請期待🥰

Web｜www.cutcutshop70s.com/
Add | 台北市大安區忠孝東路四段181巷35弄1號B1
Open | 3 pm - 9 pm（平日）3 pm - 10 pm（週六）

#shop70s #70svintage #70sproduct #vintage #taipeivintageshop #selectshop #roundhouse #bandt #bandtee #acdc
#東區古著 #台北古著店 #台北東區 #古着 #台北古着屋

歡迎光臨~我是樂筆！

我有一個單身27年的朋友，每天嚷嚷著想結婚，但既然這麼想結婚，為什麼從來沒交過女朋友呢？這天終於邀請他來上節目分享這些年間他是如何保守自己、預備自己、認識自己的～(但真心祝福幼稚的他可以變得符合實際年齡些)

你怎麼看待單身呢？會不會有點害怕、有點著急？有時候覺得自由自在，但有時候又忍不住懷疑自己的價值？單身不代表你不好，只是屬於你的季節尚未到來，不論單身或進入關係，你永遠值得被愛！趁著單身，趕快KO人生的各樣待辦事項，修正自己生命的bug！願每個人都成熟的進到關係中，成為祝福並且建立美好的家庭。

最後，跟聽眾說聲抱歉！不好意思我們平常太熟所以節目裡面講太多幹話，非常很努力才把它們修掉，所以時長只剩下30分鐘😂😂😂

註：基督徒數據王們應該有發現老易說撒拉99歲生以撒，是錯的！以撒在撒拉90歲、亞伯拉罕100歲時出生！這段老易口誤，懇請他的組員、朋友、粉絲(？)與未來老婆不要懷疑他的專業度(嗯，我被逼迫加上這段)。

創世紀17:19你妻子撒拉要給你生一個兒子，你要給他起名叫以撒，我要與他堅定所立的約，作他後裔永遠的約。

Welcome to Sunlight!
My friend, single for 27 years, is always yelling that he wants to get married. Why he never gets a girlfriend although he wants to get married? Finally I ask him to share how he keeps himself, prepares himself and knows himself these years~(Wish him meets the actual age)
What do you think about singledom? Are you a little afraid of or anxious? Sometimes you feel free but sometimes feel worthless? Being single doesn’t mean you’re not good enough, instead, meaning that it’s not quite ready yet. No matter you’re single or not, you’re always worthy of love! Get your to-do list down ASAP when you’re single, and “debug” your life! Hope you guys become mature first and then take off the single, bless others and found families.
Lastly, I’m sorry! Because we’re so familiar that we talk trash too much. I’m trying hard to delete so there are only 30 minutes left in the episode. 😂😂😂
Note: If you’re Christians, you may find that Ethan is wrong for saying “Sarah bore Isaac when she was 99 years old.” Isaac was born when Sarah was 90 years old and Abraham was 100 years old. It’s a slip of the tongue. Hope his group members, friends, fans(?) and the wife in the future believe his professionalism(Well, I’m forced to add it.)
Genesis 17:19 King James Bible
And God said, Sarah thy wife shall bear thee a son indeed; and thou shalt call his name Isaac: and I will establish my covenant with him for an everlasting covenant, and with his seed after him.

📁節目收聽方式：
Apple Podcast、KKBOX、Spotify 🔍歡迎光臨

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主持人兼編輯 Host/Editor/：樂筆
剪接師 Sound Editor：Papa.H
翻譯 Translator：Youli

隔天就是明天的意思。
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#廢片#糞game

■ 更多林子安：
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■ 更多【Cover by AnViolin】：https://bit.ly/2vWVtF5

🎶樂譜連結 Sheet Music🎶
https://anviolin.gumroad.com/l/Aiyww
（台灣請用蝦皮）https://shopee.tw/product/260436562/6497281505?smtt=0.260438387-1628653677.9

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林俊傑《不為誰而作的歌》小提琴版本 | Violin cover by AnViolin of《Twilight》by JJ Lin

這首歌是之前街頭演出後，很常被問到的～～想想也倒是蠻符合默默但帶給人溫暖的意思。
仔細聽可以發現是利用弦樂編曲，所以感覺情緒渲染力更強了！

有些粉絲應該知道，如果有街頭演出，我每次演奏都會加入當天即興的部分。
演奏這首的時候，突然想起之前有段時間似乎沒有調整好心態而迷失的狀態，有種為了演奏而演的感覺，那時候覺得內心很脆弱也對自己覺得很陌生，但是每每演到這首歌的時候，都好像透過音樂聆聽自己心裡的想法（還有內心各種疑惑XD)，嘗試用這種方式和自己對話，站在人來人往的信義區被群眾包圍著，但似乎也不為誰演出。

常常覺得每個人都有個守護著自己的天使，在需要的時候化身成身邊的某個人，這個人可能是陌生人，但是陌生的天使卻是來幫助你、給你鼓勵，然後悄悄地離開。
真的很想念以前還能街頭演出的時期，回想起來，雖然有些聽眾也只是默默聽幾首歌就離開，但透過眼神的交流鼓勵肯定，想起來都會感覺暖暖的。

信義區香堤大道街頭演出變成登記制了，想聽我live版演出相關資訊，請追蹤Instagram限時動態！

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Some fans know that I always add some surprise when busking.
The song reminds me of those days when I felt like lost. At that time, I felt fragile and was like asking myself who you are. But after playing the song, it always helps me to listen to my own thoughts and trying to have conversation with myself in my own way.

Really miss those busking days =]
Looking back, I really miss those encouragement and eye contacts from my audience though some would just listen to a few songs and left. I miss you all sincerely!!

Should you have any request regarding cover songs, just comment below and let me know.
Also please share the video and subscribe to my channel https://bit.ly/2EsTGMQ.
Don't forget to click the 🔔 bell to be notified when my videos come out!

Visit me at Taipei Shin Kong Mitsukoshi Xinyi Plaza to enjoy more my live cover songs. Check it out details on my Instagram stories!

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編曲Arrange：林子安 Lin Tzu An
混音mix：林子安 Lin Tzu An
小提琴 Violin: 林子安 Lin Tzu An
攝影師剪接師 Photographer & Film editor: Santon.W
文字編輯 Social media editor/manager: Lily Wu

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【Cover by AnViolin】每週上傳新的小提琴cover影片，
喜歡的話請訂閱我的頻道 https://bit.ly/2EsTGMQ
也記得開啟🔔訂閱通知，按讚留言分享給你家人朋友看！

還想看子安cover什麼歌？留言跟我說 ！

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#林俊傑
#不為誰而作的歌
#AnViolin
#不為誰而作的歌violin
#不為誰而作的歌小提琴
#CoverSong
#ViolinCover
#CoverByAn
#林子安
#林子安小提琴