🌻
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/

電影《沙丘瀚戰》評價兩極，我沒有閱讀過原著小說，完全是一張白紙的狀態入場觀看，說不上很喜歡，但如果推出續集的話是一定願意入場的，畢竟Part One只是序章，用了不少篇幅去建構架空而龐大的迷人世界觀，不至於複雜到難以消化，只是剛步出新手村因此還未沉迷到通宵解任務的地步，不過絕對願意課金買個新手包上路的那種程度。


我比較想談談的是導演Denis Villeneuve最近批評Marvel電影公式化，只是不斷的複製和貼上：

There are too many Marvel movies that are nothing more than a cut and paste of others. Perhaps these types of movies have turned us into zombies a bit.


我不認為Denis Villeneuve是單純的吃不到的葡萄是酸的，他的Arrival是我非常喜歡的作品，看過電影之後還特意去找姜峯楠的原著來讀，也因此更加佩服Denis Villeneuve的能耐。


Arrival的原著《妳一生的預言》算是較難改編成電影的小說，一來它是篇幅只有不到90頁的短篇故事，要擴展成兩小時的電影就需要相當大程度地改寫，二來小說採非線性敘事方式，第一與第二人稱不斷交插敘述，是本像詩篇一樣的科幻小說，但Arrival不止補完小說省去的部分，變成一個結構更完整的故事，也成功用影像呈現出小說溫柔而哀傷的調子。加上《沙丘》也是被稱為史上最難改編的小說，這兩部作品也並非copy and paste可以了事，因此Denis Villeneuve確實一而再地證明了他的才華，也許他的確有批評的資格。


不過有資格去批評，也不代表一定要直斥。


Denis Villeneuve不齒的Marvel曾經瀕臨破產，而其中一個挽狂瀾於既倒的人是在Iron Man飾演Happy的Jon Favreau。


Jon Favreau作為Iron Man的導演，力薦當時因吸毒而事業低迷的Robert Downey Jr.擔綱男主角，結果為Marvel殺出一條血路，也為The Infinity Saga揭開序幕。


Jon Favreau如今沒有再執導Marvel電影，他在Netflix上有一個烹飪節目叫The Chef Show，每集到不同地方邀請名人或廚師一邊煮食一邊聊天，美食固然是賣點，但Jon和每集嘉賓流露的創作甚至人生態度才是這個節目最值得一看的地方。例如其中一集緬懷首位憑食評獲得普立茲獎的傳奇美食評論家Jonathan Gold，Jon回想自己在籌備電影Chef之前曾經拜訪過他，當時Jonathan Gold說了一番頗有意思的話。


Jonathan Gold說他常常到沒有名聲的小餐廳，如果他不喜歡那裡的菜式，他從來不會公開批評一句，因為他不想傷害那些還在努力當中的小店，他之所以比較喜歡幫助一些有潛力的好餐廳吸引更多人注意，全因為「He knew what his spotlight would do」。


當然了，Marvel不是小店，不會因為一句批評就倒下，不過當一個人愈是有能力，說話愈是有份量，那就更加應該謹言慎行，讓自己的影響力發揮正面作用，或者比張口批評來得更有意思。


Marvel的確有些爆谷電影，但優秀的作品也有不少，不說鋪排了十一年的Endgame，就算是我早幾天翻看的Doctor Strange，說的是一個自負好勝的smart ass，在最後甘願放下自我用「不斷輸」的方式來救世，也是相當可敬的不是嗎？


最後，Doctor Strange的導演也retweet了自己以前一則Tweet作為對Denis Villeneuve的回應：

As a director I don’t slag on the work of other directors even when I don’t like something they’ve made. This job is hard enough for all of us, and nobody ever sets out to make a bad movie.

============================⠀⠀
如有興趣看更多小說及文章請訂閱Patreon：
https://www.patreon.com/chanfan
⠀⠀ ⠀⠀
FB：陳煩
IG：annoyingchan

.
窮小孩也能搭遊輪 學馬術

.
聽到問題的當下我停了一拍心跳
與其說驚訝 更多的是不捨和難過
.
四月的一個週一早晨
我在高雄中學和一些學弟妹分享我的生活
我說要把握時間 活在當下
也說要無愧於心 逐己所愛
.
我告訴其中一部分的音樂班同學
喜歡主修樂器的話請繼續享受 努力
根本不喜歡音樂的話
現在掉頭才不會誤了剩下的青春
.
我相信學弟妹都有認真聽我的分享
才會在結束後提出對我的問題
而且有好幾個人提出類似的問題
令我錯愕又不捨的問題
「是不是因為學長的職業是牙醫師 收入不錯所以才能追逐自己的興趣？」
在他們的教育和認知中 收入竟優先於興趣
.
感謝學弟在提問的時候有強調『提問時沒有冒犯的意思』 而不是酸溜溜的質疑
我執著於這個問題一週之久
然後請老師幫我向學弟妹轉達以下幾點：
.
1.我看過很多快樂的人 成功的人 都是追求自己熱愛的事物 發光發熱 同時藉此賺取生活費 因應社會 該職業的社經地位 也許高 也許低 但都是滿足快樂的�.
２.高收入的人不在少數 就以牙醫為例 難道是所有牙醫都有追求自己喜歡的事物嗎？都幸福美滿？身體健康？我想告訴你們的是：我從興趣中找到快樂和滿足 所以分享給你們 若非為了向升學關口的你們分享職業特色 我根本懶得提牙醫這塊 因為那不是我熱衷的事情 應該由熱衷於牙科治療的誰向你們口沫橫飛地說�.
3.錢是我們生活中的一部分 就只是一小部分 不是全部 也不是必要的 我們一定比上不足比下有餘 我個人喜歡往下比 因為更容易讓我感到滿足 往上比的話我可真窮 買不起豪宅 沒有跑車 遊艇 也不能任性地說不上班就不上班 說買奢侈品就買奢侈品
如果我們的水很多 可能可以裝滿大碗公 如果我們的水很少 可以換成一個瘦瘦高高的玻璃杯 也可以有一樣的水位高度 那代表著快樂和滿足的程度 在自己的能力範圍 盡該盡的責任 享受能夠享受的舒適 公寓 大樓 豪宅 別墅 各有合適的住客 然而都是一個安全舒服的家�.
最後要提 如果你的夢想是搭豪華郵輪 除了先攢足船票的錢 也可以應徵船上服務生的工作
又例如我大學的時候沒錢學馬術 我願意刷馬 掃馬廄一個下午 換得半小時的騎乘機會
.�祝各位善良勇敢 不枉此生
.

.
First of all, this article is too long for me to translate properly @@
So I will summarize it short and please forgive my grammar mistakes 😅
.
I was in my alma mater, Kaohsiung Senior High School, to give a speech to the students.
I shared with them my philosophy of life and suggest them follow their hearts, live in the present moment, do not regret.
.
I told students who majored in music, to keep enjoy in music and to work hard with their beloved musical instrument, but be brave to quit if this was not what they did enjoy in. Maybe they were forced by the society, parents or anything. Now is the most early time to save the rest of theirs youth from such a burden.
.
I knew they did listen carefully, that’s why they asked me some questions.
Many of them got the same question, which made me astonished and a bit sad,
“Do you think being a dentist with high income is the key enabling you to be engaged in your hobbies?”
Does this question mean they believe one’s income is more important than what one is interested in?
.
I cared about this question so much for one week after the speech.
And I asked their teacher to pass on to the cute and young, and maybe perplexed, students as following,
.
1.I’ve seen many people who are happy and successful. They are devoted to what they love and get money for living from it. He or she might be rich or poor, upper class or lower class, depending on the definition of the society, but their contentment and joy cannot be defined�.
2. There are a lot of people with high income. Take dentists as an example, is every dentist looking for what he loves? Or happy? Healthy? I find my happiness from my hobbies, that’s why I share this with you. Dentistry should be shared by some dentist who are enthusiastic about dentistry, not me. I shared my occupation to you only because you are facing the college entrance timing.�.
3. Money is a part of our lives, a little part of our lives. Not the whole life, and not necessary either. We are richer than many people, and at the same time, poorer than many people. I would rather compare myself with those poorer than me, because that makes me feel better, and feeling is the most important thing for a person. When I compare myself with those rich men, I am nothing, I can’t afford a villa, a personal airplane, a yacht.
If we have a lot of water, we can fill a big pot. If we have little water, we can fill a thin glass and reach the same height of water level, which represents the degree of contentment.
Make clear who we are, and take our responsibility, and enjoy what we deserve.
There are different people for different places, apartments, condominium, mansion, villa, however, the common point of them are being a nice and safe cozy home.
.
If you want to get on a cruise ship, you can earn enough money for the ticket or get the job as a waiter on the ship.
When I couldn’t afford the fee for equestrian class, I worked in the stable and took care of the horses for an afternoon to get the chance to ride the horse for half an hour
.
May you kind and brave, enjoy the life with no regret

#網路交友 #反詐騙 #什麼意思

最近看到@什麼意思 的彥儒被騙了
其實招式都一樣啦
只是可惜我的影響力不夠
沒辦法讓這一系列的影片讓全世界的人都看過

幫忙分享給你所有的朋友吧
知道套路就像打了疫苗
可以提升一些抗體跟免疫能力


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_更多說書影片_ https://goo.gl/7viXT4
_給妳/你的有用提醒_ http://bit.ly/2UpUrjx

Hello everyone, I know it's been a while. I just thought I would put together some of my old Taiwan clips on my hard drive and try to make something to help everyone relax, a little like an ASMR video. No deep meaning or profound points made, just a chill out video. It was fun to play with a bit of animation. How is Taiwan now? I hope everyone is staying at home and not getting infected! I am preparing some new Line stickers. The bird character that you saw in the video will feature and so will the Taiwan monkey. I may make some short animations about things that happened to me in Taiwan if you you would like know about my life when I was living there, leave some question in the comments section. Remember to Dream Lucid!

大家好， 我知道清醒夢好久沒有po影片，最近很多事在忙。
你們好嗎？希望大家都平安健康、沒有得到肺炎。
這個影片只是要讓人放鬆，沒有什麼太深的意思，也沒有什麼重點，單純就是一個FU而已。
我之後可能會用動畫的方式做一些我在台灣發生過的事，你會對怎麼樣的主題有興趣呢？記得留言！

休息是暫時的，但我也不確定什麼時候會回來。

Dr34mlucid Links:
清醒夢連結：

▶ Patreon：https://www.patreon.com/dr34mlucid
▶ Paypal是一次性的，連結在此：https://www.paypal.me/dr34mlucid
▶ FB: https://www.facebook.com/dr34mlucid
▶ IG: dr34mlucid

#dr34mlucid #asmr #taiwan

📍店家：扭你的蛋蛋 饒河店
📍地址：台北市松山區饒河街50號

❌ 很抱歉！影片內店家的售價有誤，正確資訊如下：

👉KIMMY MIKI：360元
👉我的英雄學院：280元
👉密語娃娃：320元
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👉DIMOO聖誕系列：350元
👉悠閒小屋：480元

不好意思造成各位觀眾的困擾了！
感謝大家🥺

By廢物剪輯師



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