🌻
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/

-（中文版本往下滑！）
I have keratosis pilaris on my outer arm, it’s a gene problem I suppose.
After searching online, @paulaschoice weightless body treatment 2% BHA has a lot of recommendations, thus I give it a try.

There’s a time that I have some acne on my back, too. Tbh, I think this product works better for acne than keratosis pilaris🤣 be sure not to use it if you have cut on you skin! It hurts 😨! I love the scent, and it accelerates my acnes to scab. I always wash my hand after I apply it, otherwise my hand tends to peel😆 that’s how effective it is!

Do you guys have body acne/ back acne issues?
Let me know in the comments below:)

Wish you all a lovely day!☺️

More pics👉👉👉
-
我的手臂一直都有毛囊角化症的困擾🥲
（好像是基因問題？）
以前背部不太會長痘痘但有一陣子偶爾會跑出一兩顆
至今還不知道原因🤣
於是開始使用看看 #寶拉珍選 2% 水楊酸身體乳
畢竟大名鼎鼎的寶拉大家都聽過吧！

我喜歡它的香味
使用後覺得痘痘的部分會比較快結痂脫落
不過不能在有傷口的時候使用喔！會痛！
每次用手塗完我也都會去洗手畢竟2%的水楊酸還是蠻強力的～
針對消痘疤的部分就比較無感一點
但在消除突起物/顆粒的部分用手觸摸是蠻有感覺的～

你們有身體痘/背痘困擾嗎？
歡迎在留言區和我分享❤️

祝大家有美好的一天～～💕

質地照片👉👉👉

#makeupklever #化粧 #アイメイク #motd💋 #dailymakeup #아이메이크업 #메이크업아티스트 #오늘의화장 #눈화장 #makeupkontent #makeupidea #makeuptoday #100daysofmakeupchallenge #wakeupandmakeupsweeps #美妝 #美妝分享 #保養 #保養品 #paulaschoice #keratosispilaris #keratosispilaristreatment #paulaschoiceskincare #skincare #bha #bodylotions #身體乳 #skincaretips #skincareproduct #skincarecommunity

-（中文版本往下滑！）
@lauramercier base makeup for the day!

💯Pure canvas primer hydrating
It’s the new version! I love the old one already 😍! What I look for primers is nothing but hydration, and this definitely gets the job done ✔️! Has a great scent!

💯Tinted moisturizer 1W1
The shade is too dark and orange on me🤣🤣but I like that it can be blend out by my fingers, without using brushes or sponges. Has a coverage that tinted moisturizer should be, I like more coverage so I’ll add some concealer after applying this. Super moisturized by itself that I barely need to put any skincare on before this. Oxidized a bit!

💯Translucent loose setting powder
It’s a classic that I finally get to have the chance to put my hands on it! I was kind of worried if it’s going to be too dry for me, but it’s not!!! The parts where I get oil still tends to get oil after a day 🤣 But I do like this product! ❤️

Have you tried any of their products before? What are thoughts on them?
Let me know in the comments below:)

Wish you all a lovely day!☺️

More pics👉👉👉
-
蘿拉蜜思底妝特輯！

#鎖水藍管 煥顏凝露保濕款
舊版就是我的愛用～以我一個不常使用狀前產品的人來說，妝前對我最重要的目的就是保濕！畢竟妝前保濕的重要性真的不可或缺！底妝成敗的關鍵常常要看保濕做的好不好！如果奢侈一點也可以當保養品用啦🤣有好聞的香味，肌膚可以快速吸收並且留下保濕的觸感！

#懶人霜 保濕潤色美妝蜜清爽型1W1
色號對我來說偏深偏橘🍊了一點（雖然是我自己挑的🤣，會稍微氧化，大家可以的話還是靠櫃試一下顏色啊🥺）
有化妝品原料的味道，對味道敏感的人可以去聞看看～
我最喜歡的地方是用手就可以推均勻！
不用刷具或美妝蛋～因為很保濕、延展力也很好～保濕程度是可以乾肌不用上妝前的那種🥰上完就有一種自然的光澤感～
妝感屬於自然，想打造偽素顏或是好皮膚、只想均勻膚色的人很適合！一些痘疤跟暗沈斑點沒辦法遮住，不過局部再加遮瑕就可以完成很乾淨又自然的妝容！
如果想和高遮瑕的粉底混合使用也是可以的❤️

#冠軍蜜粉 煥顏透明蜜粉
這真的無人不知無人不曉吧！
經典產品！不會改變底妝顏色！
用之前有一點點擔心乾肌會不會太乾，但完！全！不！會！
粉真的超級細會飄～的那種～
妝感很美可以很完善的定妝！
乾肌真的一點也不用擔心！（尤其現在都戴口罩很悶熱蜜粉真的不可少！）

你們有用過lauramercier的彩妝嗎？
歡迎在留言區和我分享❤️

祝大家有美好的一天～～💕

更多照片👉👉👉

#makeupklever #化粧 #アイメイク #motd💋 #dailymakeup #아이메이크업 #메이크업아티스트 #오늘의화장 #눈화장 #makeupkontent #makeupidea #makeuptoday #100daysofmakeupchallenge #wakeupandmakeupsweeps #美妝 #美妝分享 #蘿拉蜜思 #夏日鎖水運動會 #煥顏凝露 #保濕潤色美妝蜜 #煥顏透明蜜粉 #lauramercier #settingpowder #tintedmoisturizer #primer #oilfree

Please visit https://jbw.tw/Lukas or click the link in the comments to get 10% off everything in the store!

#JBW #JustBeWell #JBW.TW/Lukas

Do you want to see MORE videos like this one?

Please consider joining my YouTube channel to get access to exclusive perks and also support me as all my income will go directly back into the channel: https://www.youtube.com/channel/UCJQ4cxWeJk2eM4vVRRC9cbg/join

Don't forget to also check out the Lukas in Taiwan podcast:

Apple Podcasts:
https://podcasts.apple.com/us/podcast/lukas-in-taiwan-外國人介紹台灣/id1577985574

Spotify:
https://open.spotify.com/show/7mNfSG9wMVEP1NTI33scky?si=WhTOsIYDQv2oYQ6TRQKLzw&dl_branch=1

Please note that my Patreon now is inactive, but that you are welcome to support me there as well if my YouTube membership is not enough: https://www.patreon.com/LukasEngstrom

Please also follow me on:
Facebook: www.facebook.com/LukasTaiwan
Instagram: www.instagram.com/LukasEngstrom

If you want to send my something that might be shown in a future video, please send it to:

ATT: Lukas
RM. 2, 6F., NO.201, FUHE RD.,
YONGHE DIST., NEW TAIPEI CITY 23450,
TAIWAN (R.O.C.)

Business inquiries:
中文/English
創作者經紀人/Contact person: - Maggie
Line ID: @redi
Email: contact@lukasengstrom.com

The following is the gear I’m using when making my videos. I’m part of Amazon Services LLC Associates Program which means that I will get a small commission if you purchase anything via my links. Any commission I’ll be getting will go straight back into buying new gear for my future videos, so any kind of support is highly appreciated!

Cameras:
Canon EOS R (main camera): https://amzn.to/3fCbINR
Canon M50 (B-cam): https://amzn.to/2Tf998r

Insta360 One X 2 (Best 360 camera): https://www.insta360.com/sal/one_x2?insrc=INRAIR0
Insta 360 One R (Best 360/action cam combo): https://www.insta360.com/sal/one_r?insrc=INRAIR0

Lenses:
Canon RF 15-35mm F2.8 L IS USM: https://amzn.to/3o4N8YZ
Canon RF 24-70mm F2.8 L IS USM: https://amzn.to/34RDy1V
Canon EF 24mm f/1.4L II USM: https://amzn.to/2O0a62Y
Canon EF 50mm f/1.8 STM https://amzn.to/2O5DJA0
Canon EF-S 10-18mm f/4.5-5.6 IS STM: https://amzn.to/2X88oR7

Studio equipment:
2x Rode NT2A Microphone set: https://amzn.to/3fBoOuK
Ninja V recorder: https://amzn.to/36azTzR
SanDisk Ultra 3D 1TB SSD: https://amzn.to/36f1pfH
SanDisk Ultra 3D 2TB SSD: https://amzn.to/3fErckb
DJI:
Drone: DJI Mavic 2 Zoom: https://amzn.to/2Sak4CX
Mavic 2 Fly More Kit: https://amzn.to/2TlpLLT
Gimbal: DJI Ronin-S Handheld 3-Axis: https://amzn.to/2NG4L20

Other:
Microphone: RØDE VideoMic Pro+: https://amzn.to/2Tg9mbx
2x SanDisk Extreme Pro Memory Card (128GB): https://amzn.to/2Oi0CQX
Bag: Lowepro ProTactic BP 450 AW II:https://amzn.to/2NDbCsN
Canon EOS M Mount Adapter: https://amzn.to/2O1jH9I
Canon EF-EOS R Mount Adapter: https://amzn.to/2NDak0V
JOBY Gorillapod 3K: https://amzn.to/2S3GQfR
ADATA SD600Q SSD (240GB): https://amzn.to/2Wp28Tf
ADATA D8000L LED Power Bank: https://amzn.to/34MrlLY
Transcend ESD240C Portable SSD (480GB): https://amzn.to/2X5L7xW
Transcend ESD350C Portable SSD (480GB): https://amzn.to/32LBzeg
Transcend StoreJet 25MC HDD (1TB): https://amzn.to/2KekmUd
Transcend 128GB microSD: https://amzn.to/2tCkOmw
MacBook Pro 16”: https://amzn.to/3fElb77 Asus VP28UQG 28" 4K/UHD monitor: https://amzn.to/2CE5eeI

Never Gonna Give You Up,一首屬於1987年的經典神曲
過了20年後埋沒在歷史的洪流當中,
卻因為網路的崛起,再一次的紅遍全世界,
即便至今的2021年依然可以看到很多新的RickRoll創作,真的可以說是最長壽的迷因!
Rick Astley也因此爆紅了一波!

2007年的初代 RickRoll'D
https://www.youtube.com/watch?v=oHg5SJYRHA0
初代上傳者的Reddit文
https://www.reddit.com/r/IAmA/comments/mx53y/i_am_youtube_user_cotter548_aka_the_inventor_of/

素材使用:
經典原曲:https://youtu.be/dQw4w9WgXcQ
狗鼻哥的ShootingStar:https://youtu.be/qbJ0ZFSv7ic
oozora subaru.mp4:https://youtu.be/sHgeidTpd1E
前面有一隻超可愛的狗勾:https://www.youtube.com/watch?v=Uz9k6QGqXj0
戀愛循環版:https://www.bilibili.com/video/BV1Bt4y1z7gE
老鼠RickRoll:https://www.youtube.com/watch?v=PobpXY4nNzY

#RickRoll #Never Gonna Give You Up #瑞克搖
老查呆呆Discord永久連結 :https://discord.gg/YEBwAQsEtD
成為這個頻道的會員並獲得獎勵：
https://www.youtube.com/channel/UC8ZFjwP46BoXvvtRTWoHnfw/join
商業合作、宣傳、工作事宜請聯繫信箱
►►zackbabyyo123@gmail.com

🔔▶︎ 訂閱我的頻道，第一時間通知你最新老查呆呆片◀︎🔔
https://www.youtube.com/channel/UC8ZFjwP46BoXvvtRTWoHnfw

查查的其他平台,想看一些生活日常,或提供意見的朋友歡迎追蹤哦!
‣‣ Instargram ►https://www.instagram.com/zackmartin.tw/
‣‣ facebook ► https://www.facebook.com/Zackbabyo/
-------------------------------------------------------------
音樂:Never Gonna Give You Up


#迷因翻譯 #迷因介紹 #瑞克搖迷因

封面:
https://www.reddit.com/r/SCP/comments/bsmzsy/so_uhh_an_endless_ikea_with_a_bunch_of_flesh/

白樂的頻道:
https://www.youtube.com/channel/UCxkb2D9MSCRHDlXbqLSnk9Q

如果喜歡這個影片的話~不妨按個喜歡及訂閱~

想要看下一集可訂閱我的頻道喔~ 期待我們一起同樂的那天
(」・ω・)」
-----------------------------------------------------------------------------------------------------------
黑樂個人粉絲團
https://www.facebook.com/haynq/