🌻
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/

【國立臺灣大學109學年度畢業典禮 致詞代表 資訊工程學系韓哈斯】
Student Address, National Taiwan University Commencement 2021
International student Seth Austin Harding from Department of Computer Science and Information Engineering

.
校長、教授、以及在螢幕前的各位同學，大家好。非常感謝臺大給我這個機會。我是韓哈斯，來自美國華盛頓特區。我會以自身的真實經驗出發，來跟大家分享臺大帶給我的收穫。

我當初為什麼選擇來台灣求學呢？我小時候非常喜歡看武打片，然後我十歲的時候去看了一部電影叫做「功夫熊貓」。這部電影成為了我最喜歡的電影，主角「阿波」的故事跟我的故事很像。我看完了之後就決定要開始學功夫，所以去了「美國武術學院」。那個時候我每天都聽旁邊的人講中文，到了高中我就決定開始學中文。當時我遇到了一位貴人，她是從台北到美國來教書的中文老師，她教的課是我當時最喜歡的課，我每天去她的教室跟好朋友練習。到了高中畢業時，我是全高中中文最好的非母語人士。同時，我第二喜歡的課程是電腦科學，那時候我是程式能力數一數二的學生。後來在成功錄取夢寐以求的學校：臺灣大學之後，我感到雀躍不已，因為我既可以繼續學習中文，也可以持續在世界頂尖的學府中，往電腦科學的方向精進自我。

不過老實說，當我回顧大一的時期，我也曾迷失自我。雖然我修了很多很多的中文課，但是我那時只聽得懂大概一半的課程內容。跟大家對美國人的印象不同，我其實很害羞，也很害怕舉手提問，我甚至不太敢參與社交，所以當時朋友也很少。我開始想家，也變得有一點憂鬱。那時籃球是我唯一的紓壓方式。

但更不幸的是，我在打籃球時弄傷了我的前十字韌帶，做了兩次手術，需要一年半才能恢復。許多的負面情緒壓得我喘不過氣。我被困在人生的低谷，不知如何是好。我覺得我的中文不夠好，我也被診斷出失眠跟ADHD，另外，美國高中的數學太簡單了，來這邊不夠用。種種壓力讓我足不出戶，找不到自己的人生方向。後來，我向臺大心輔中心以及我的心理醫師尋求協助，然後我也開始跟系上有更多互動。有一位教授叫徐宏民跟我說，"Never give up"，雖然那時候我覺得這句話太過於簡化了我的問題，不過，在我仔細思考了一個禮拜之後，我下定決心，發誓不讓自己被這些事擊敗。我決定要克盡全力，認真做好每件事。這是我人生的轉捩點，我開始變得異常自律。當時廖世偉教授和洪士灝系主任帶我進入它們的研究室鑽研學術。這重燃了我對資訊工程的熱忱，提醒了我當初會愛上這個領域的原因。我開始研究人工智慧以及區塊鏈，也開始跟其他系上同學交朋友，一起成立臺大人工智慧應用社NTUAI。NTUAI現在是校內頗具規模的技術研究社團，致力於推廣人工智慧給任何對該領域有熱忱的學生。歡迎加入NTUAI，可以掃描我們的QR CODE。

最近，由於疫情的緣故，我已經一年半沒回美國了。但是沒關係，因為我已經找到了我第二個家。我很愛臺大，以及台灣的人事物。雖然我經歷了人生的低潮，但這裡的一切總是給我滿滿的祝福與協助。最後，我想送給大家「功夫熊貓」裡的一句台詞： "You just need to believe"。只要用樂觀的態度去面對困難，就有能力改變自己，甚至改變身旁所愛的人。就像阿波的父親說的，"心誠則靈，只要你相信，點石就能成金。根本沒有什麼秘笈。只有你。"謝謝大家。

.
==============================

.
President, professors, and classmates, I'm very honored to be here. Thank you to NTU for giving me this opportunity. My name's Seth Austin Harding, and I'm from the D.C. metropolitan area. I'm going to tell a real story that's personal but that's relatable and what I see as the real me.

What motivated and guided me to take my undergraduate studies in Taiwan? When I was very young, I really loved watching kung fu movies, and when I was 10 years old, I went to the theater to watch "Kung Fu Panda". This became my favorite movie as I felt like the story of the main character Po was one to which I could very much relate. After watching this movie, I decided that I wanted to start learning kung fu, so I went to the United States Wushu Academy. At the time, I began hearing Mandarin on a daily basis, so when I was in high school, I decided to begin formally studying Chinese. It ended up being my Chinese teacher from Taipei who was my favorite teacher who taught my favorite class, so I decided I'd hang out in the Chinese classroom every day and practice lots. By the time graduation came around, I had attained the highest proficiency in Chinese among any non-native speaker in my school. My second favorite class was computer science, and I ended up attaining among the best coding skills in my school. After getting accepted to the school of my dreams -- National Taiwan University -- I felt honored, humbled, and excited; I could now spend time at among the world's finest universities studying Chinese and at the same time advancing my knowledge of computer science.

But when I look back at my freshman year, to be honest with you, I didn't know what I was doing. Despite having taken very many Chinese classes, when I went to the NTU lectures, I understood only about half of what the teachers were saying. Contrary to most people's impressions of an American, I was actually too shy to raise my hand, to ask questions, or to even meet with teachers after class, so I had very few friends at the time. I started to become homesick and depressed. At that time, I found that basketball was the only way I knew of relieving my stress. However, while playing basketball, I had torn my ACL and it would take two surgeries and a year and a half in time to fully recover. At this point, I felt caught between a rock and a hard place. In fact, this was the lowest point of my life, and I didn't know what to do. I felt like my Chinese wasn't good enough, I had been diagnosed with insomnia and ADHD, and I felt like the math taught in America was too simple to allow for me to keep up with my classmates. I was under immense pressure, and at this time, I lost any sense of purpose or direction. Later on, I went to seek help from NTU counseling, from my psychiatrist, and from my department. I reached out to Professor Winston Hsu from CSIE, and he told me this: "Never give up"; it was such an oversimplified way to approach such a complex series of problems, I had thought. However, I pondered these words intensely for one week, and by the end of that week, I had made a firm decision. This would NOT be another example of me giving up. I decided to go all out, to work diligently and passionately on all tasks at hand. This was the turning point of my life; I started to discipline myself to a very high degree. At this time, I met my then-to-become advisors Professor Shih-Wei Liao and Professor Shih-Hao Hung and entered their labs to begin research. Finally, the passion that I had for computer science that I had previously held in high school was kindled again, and I was finally reminded why I loved this field. I began my research life in blockchain and AI, and at the time I entered the lab, I also began creating NTUAI. NTUAI is now a large and highly successful NTU club that is dedicated to the research and public understanding of AI. Welcome one and all to join us; please scan our QR code here.

For a year and a half I haven't returned to America because of covid. But not to worry; I have found my second home, away from home. I love it here in NTU and I cherish all of the things I've had the privilege to experience in Taiwan. I've gone through the most difficult of struggles in my life here, but I've also had the most fortunate and blessed of experiences. To conclude, I'd like to quote a line from "Kung Fu Panda": "You just need to believe". As long as you are willing to adopt an optimistic attitude in facing challenges and hardships, you may become a positive force in changing the lives of those around you as well as your own life. It all depends on how you view it; just like what Po's father says, "there is no secret ingredient. It's just you." Thank you, everyone.

詳見：
https://www.facebook.com/NTUCommencement/posts/2718185771805180

.
#臺灣大學 #畢業典禮 #NTUCommencement2021 #學生致詞代表 #臺大資訊工程學系 #韓哈斯 #SethAustinHarding

呢個小朋友，成日都學大人講野🙄

👦🏻：媽媽你咁乖，第時我大個呢，就買好多車車比你玩啦🤣🤣🤣

媽媽希望你好似後面幅圖所寫…

To stand tall and firm like a mountain

To have passion like the sun that never burn out

To have a heart that is broad and deep as the ocean

#有山有海有太陽
#圖文相附
#4y4m

▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️

👩🏻媽媽的幸福與哀愁❤️

老吾老以及人之老：https://www.facebook.com/1524904844208620/posts/4333076780058065/?d=n

【關於移民】請不要放棄學習中文：https://bit.ly/3gW8mG8

當黎明成為顧家男人: https://bit.ly/37IG6Cy

第一本自己讀懂的書：https://bit.ly/37HCeli

陪伴上學的日子：https://bit.ly/370iwlA

用擁抱取代責罵：https://bit.ly/2JDLHlN

請爸爸媽媽也來zoom一次: https://bit.ly/2K3RlgH

在遊戲中學習：https://bit.ly/39UCDnh

二寶媽的懺悔文： https://bit.ly/33SCNHO

媽媽帶我去搭叮叮：https://bit.ly/3m0H1Ub

你的孩子不是你的孩子：https://bit.ly/39Rh1Ip

【媽媽絮絮語】
養他育他，但不保證孩子孝順，值得嗎？
https://bit.ly/2TZMJvp

【女人語】做足這五點，贏得奶奶心！
https://bit.ly/2JlouUp

仔仔一歲了，感謝老公的付出！
https://bit.ly/2HFC9Dj

不要小看幼兒的記憶力：https://bit.ly/2HNjCFl

穿上裙褂的一刻：https://bit.ly/2FiyIzF

【育兒二三事】
6個月嬰兒加固心得分享：https://bit.ly/2W59n2I

晚上BB訓不好？以下幾點要注意！：
https://bit.ly/2Csa8eO

「媽媽，望過黎呀！」：https://bit.ly/2TicvXt

爸爸的親子時光：https://bit.ly/2U8opnt

來吧！一齊贏在起跑線！：https://bit.ly/2JxLm3g

【媽媽的內疚】請慢一點、再慢多點！
https://bit.ly/2JPLeH0

培養BB閱讀的樂趣：https://bit.ly/2Fh9GRc

【Trouble Two】媽媽耐性的挑戰
http://mamibuy.com.hk/talk/article/74115

【21個月大】戒奶嘴經驗分享！(上篇）
http://mamibuy.com.hk/talk/article/72608

【懷孕二三事】

麻醉醫生一句說話，結束我人生最後一次懷孕旅程：https://bit.ly/2ktaRqA

《這樣坐月，體質像重生一樣好》https://bit.ly/2CusvQo

《【產後抑鬱】準媽媽一定要有的心理準備》
https://bit.ly/2OyXQVF

《【產後修身】如何3星期瘦10磅》https://bit.ly/2CpFa7q

想要介紹熱量“應該”不會很高的丼飯料理
豆腐算是一種健康食材 含有良質蛋白質
使用它可以做很多種類的料理
這次我來利用它做一道Tofu Steak！
搭配濃口醬汁的話 裝在白飯上面
做成どんぶり也很適合喔～！(๑˃̵ᴗ˂̵)و

＊料理の名前＆作り方はあくまでも自己流なのでご了承くださいw
＊料理名稱&做法不一定正式or傳統, 是從自己的想法&經驗來分享的
請各位事先諒解。m( _ _ )m

蒜奶油豆腐Steak丼飯/豆腐ガーリックステーキ丼
[1人份]
板豆腐 Firm tofu—300g
蒜頭 Garlic—2粒
奶油 Butter—1大匙
清酒 Sake—2大匙
味淋 Mirin—2大匙
砂糖 Sugar—1小匙
醬油 Soy sauce—2大匙
黑胡椒 Black pepper—適量

蔥花 Chopped green onion—少許
海苔片 Nori—適量
白飯 Steamed rice—1碗

揚げ出し豆腐做法：https://youtu.be/hPurPKSjgtg

＊如果可以的話請幫我翻譯英文字幕～！m( _ _ )m 謝謝..
＊Contribution for texting 中文&English caption is much appreciated!
◎MASA ABC翻譯/Caption Editing Platform: http://www.youtube.com/timedtext_cs_panel?c=UCr90FXGOO8nAE9B6FAUeTNA&tab=2

＊歡迎合作(開發食譜,活動,推銷) Contact：bigway1688@gmail.com
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＊MASA Facebook：https://www.facebook.com/masa.abc
＊Instagram：Instagram.com/masa_cookingram
＊食譜書：📘www.masa.tw/masas-book
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MusMus
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甘茶の音楽工房
ポケットサウンド
PremiumBeat
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三代男家主同日離世，日本家庭笑對生死！(靈凶翻騰半夜講呢啲 D100)

三代男家主同日離世，日本家庭笑對生死！(靈凶翻騰半夜講呢啲 D100)

相關香港新聞:

豬肉壽喜燒丼飯定食/Pork Sukiyaki Donburi|MASAの料理ABC
最近常常在家煮菜？
想要吃餐廳Style的日式料理？
介紹用豬肉片做的超級好吃的定食料理
肉片&豆腐非常入味～！(๑˃̵ᴗ˂̵)و

＊料理の名前＆作り方はあくまでも自己流なのでご了承くださいw
＊料理名稱&做法不一定正式or傳統, 是從自己的想法&經驗來分享的
請各位事先諒解。m( _ _ )m

豬肉壽喜燒丼飯定食/ブタすき焼き丼定食
[2人份]
豬肉片 Sliced pork—250g

洋蔥 Onion—1/2個
鴻禧菇 Shimeji—100g
板豆腐 Firm tofu—200g
蒟蒻絲 Konjac noodles—200g
碗豆(汆燙過) Snap peas,blanched—6片

[壽喜燒醬汁]
味淋 Mirin—100cc
砂糖 Sugar—2大匙
醬油 Soy sauce—70cc
日式高湯 Dashi—500cc

雞蛋 Egg—2個
白飯 Steamed rice—2碗

味噌湯 Miso soup：https://youtu.be/GCSv7iP8568
泡菜 Tsukemono：https://youtu.be/iLS5DJGTZQ8

壽喜燒做法(宵夜版)：https://youtu.be/lRGH_s57Ojc

＊如果可以的話請幫我翻譯英文字幕～！m( _ _ )m 謝謝..
＊Contribution for texting 中文&English caption is much appreciated!
◎MASA ABC翻譯/Caption Editing Platform: http://www.youtube.com/timedtext_cs_panel?c=UCr90FXGOO8nAE9B6FAUeTNA&tab=2

＊歡迎合作(開發食譜,活動,推銷) Contact：bigway1688@gmail.com
＊MASAのYoutube頻道(高畫質)：🍅http://www.youtube.com/masaabc1
＊MASA Facebook：https://www.facebook.com/masa.abc
＊Instagram：Instagram.com/masa_cookingram
＊食譜書：📘www.masa.tw/masas-book
＊沙拉油：泰山均衡369健康調合油 TAISUN 369 Blend Oil
＊鍋具：THERMOS 膳魔師厚鑄耐摩不沾鍋24cm
＊鍋具：THERMOS 蘋果原味鍋單柄湯鍋18cm
＊BGM：
MusMus
OtoLogic
甘茶の音楽工房
ポケットサウンド
PremiumBeat
-Studio Le Bus
-Joe Sacco
-Kyon
-Smithereens