🌻
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/

💕「愛台灣，我的選擇」系列第16發：熱愛台灣詩的美國學者白瑞梅(Amie Parry)

「我在加州內陸地區一個叫做聖伯納迪諾的小城市長大，隨後在聖地牙哥念大學和研究所，並獲得文學博士學位。求學期間我們必須至少選修一門外語，所以我就選了中文。1987年我大學畢業之後，跟朋友來了台灣一趟，在台灣教英文和學中文六個月，接著就自己一個人當起背包客在亞洲四處旅遊。

我本來想要研究中國古典詩詞，後來因為獲得傅爾布萊特獎學金，便又再度回到台灣。當時我在討論詩詞的聚會上認識了幾位現代派詩人，所以我就將研究主題轉而聚焦在台灣60、70和80年代的現代詩。我的博士論文探討的就是，以現代主義來理解現有政治語言中難以理解的現代性。我認為歷史形塑而來的經驗，往往比語言本身還要複雜。

我研究的那些詩作沒有明確的政治性，反而是有很強的實驗性質，並帶著詭譎的神秘感。當時我認識的現代派詩人大多是跟著國民黨飄洋過海來台的外省人，他們經歷過戰爭和顛沛流離，也經歷過劇烈且痛苦的歷史創傷。每個人的經驗都不同，在那個年代，也很難說出口。後來，我寫了一本關於詩的書，並聚焦在一兩位我覺得特別有趣的詩人。我在書中問了一些類似的問題：這些詩作如何幫你思考艱難的議題？

當時的現代詩已經頗有制度，許多詩人都有投稿《現代詩》這份重要的詩刊，有些詩人則是將詩作與戲劇結合。整體而言，台灣的現代詩、表演藝術和文學都發展地如火如荼，也深深吸引了我，但我還未全盤了解。當我完成博士論文時，我便獲得交通大學的教職，讓我對台灣的學術圈感到非常驚艷。而當我出版第一本著作時，我也很訝異能在美國獲獎；我根本不知道自己獲得提名，當時我問授獎單位：「為什麼選擇我的書？」他們表示：「因為書中其中一個章節是以跨國的架構來進行整體論述，妳不是單用西方的理論和東方的詩詞，而是從東西方共同錘煉出嶄新的知識。」

我目前任教於中央大學英美語文學系，除了擔任系主任之外，我也有教授寫作課、文學課和文學文化理論課程。從我1987年第一次來台灣到現在，我覺得台灣人愈來愈能自在地與來自不同地方的人交談，就個人經驗來說，我認為台灣社會愈來愈開放。我第一次來台灣時，經歷了許多台灣社會有趣的發展，也結交了許多朋友，並認識了許多學術圈的同好。我想，這些珍貴的回憶就是呼喚我再度回台的動力；就像是，如果你覺得這個社會充滿生氣和活力，而你也能夠參與其中、做出貢獻，我想這就是像家一樣的感覺吧！」

✨白瑞梅 Amie Parry 現為中央大學英美語文學系 專任教授

💕Why I chose Taiwan #16 – Amie Parry

“I grew up in a small city in inland California called San Bernardino. I went to college and graduate school in San Diego. I got my PhD in literature. We were all expected to learn at least one language, so I did Chinese. I traveled to Taiwan with a friend right after I graduated from college in 1987. We came here to teach English and study Chinese for six months, then I traveled around Asia by myself with a backpack.

I originally wanted to study classical Chinese poetry. I got a Fulbright grant and I came back here. I started going to the poetry nights that were happening at that time. I met some of the modernist poets, and I switched my focus to the modernist poetry of the 60s, 70s, and 80s in Taiwan. I wrote my dissertation on modernism as a way of understanding the parts of modernity that are hard to know in the existing political language that we inherit. I think that experience in historical formation is always more complicated than the language.

These poems are not explicitly political; they're very experimental and strange. At the time, the modernist poets I met were mostly 外省, men who had been drafted and come over with the KMT, so they had experienced war and displacement, and a very intense and traumatic historical moment. People experienced it differently, and at that time, it was a hard thing to talk about. Later, I wrote a book about poetry, but I just focused on one or two poets I find really, really fascinating. And I was asking some of the same kinds of questions: how can these poems help you think about certain topics that are hard to think about?

At that time, Modernist poetry was a kind of an institution already. There was a journal called 現代詩, “Modern Poetry,” a really important journal that most of these poets were published in. Some of them combined poetry and theater. There's just so much going on in Taiwan in terms of poetry and performance and literature. It's just amazing. And I'm very interested in it at all, but I haven't kept up. After I finished my dissertation, I got a job offer at 交大. I thought, wow, there's something really amazing happening intellectually here. When my first book came out, it actually got an award in the U.S., and I was so surprised. I didn't even know it had been nominated. I asked them, ‘Why did you choose my book?’ And they said, because one of the chapters has a transnational of framework for the whole argument, so it wasn't like you used Western theories and Eastern texts, it's like the whole knowledge part is coming out of both places.

I currently teach in the English department at National Central University. I'm the chair and I teach writing classes, literature classes, and literary and cultural theory classes. Since my first visit to Taiwan in 1987, I think people are a little more comfortable talking to people from different places. In my personal interactions, I feel a difference, like a greater openness. Back then, there were so many interesting things happening here, all at one time, and that's the time that I happened to be here. And I made good friends in my personal life and in my intellectual life. And I think those are the things that made me come back: like if you feel that there's something interesting happening and there's some way that you can support it. I guess that's a way of feeling at home.” — Amie Parry

✨Amie Parry is professor of the Department of English at the National Central University

Update on Huihui #289

Charcoal turned into human again!?
What's happening?

Full album 👉 http://bit.ly/2RgHC6A

#Huihui #Charcoal #human [小劇場]

中文版於粉專同步發布

Instagram: https://www.instagram.com/dw_kid12/

Facebook: https://www.facebook.com/deepwebkid/?modal=admin_todo_tour

Spotify: https://open.spotify.com/album/2LjUOH9T9j21GiX8jzytu6

訂閱: https://www.youtube.com/channel/UC8vabPSRIBpwSJEMAPCnzVQ?sub_confirmation=1

我最高觀看次數的影片 (我為何不再拍暗網? 只說一次): https://www.youtube.com/watch?v=jbihKaqEEQw&t=127s

首支單曲: https://www.youtube.com/watch?v=UASHWB6Ai9Y

我的成長故事: https://www.youtube.com/watch?v=Kdhtp6A6YJE

這位才是真正的網絡垃圾: https://www.youtube.com/watch?v=jlJYDx1GP-U&t=263s

Billie Eilish出賣靈魂的方法: https://www.youtube.com/watch?v=pfB1S2uy5Po&t=115s
日本最殘酷的直播節目: https://www.youtube.com/watch?v=7E81OKVX7wc
我受夠了, 我的精神困擾: https://www.youtube.com/watch?v=aQ6uxaQhiS4&t=7s

Is oumuamua alien technology?
NASA終於發現外星奇怪生物
NASA終於發現外星奇怪物件
人類終於發現外星奇怪物件
Youtuber終於發現外星奇怪物件
Youtube終於發現外星奇怪物件
Youtube發現外星奇怪物件

2021年Youtube震驚宇宙的外星奇怪恐怖物件
研究2021年震驚宇宙的外星奇怪恐怖物件

望上黑色的天空, 星空之大真是難以估計. 目前人類已發現到超過500個太陽系. 外星人的影視作品同樣深入民心.
那如果我們發現來自第二個太陽系的外星物體不受控地撞近我們地球, 認為他是lo ji wuy yi d friend, is it kind of 不理志呢?

Oumuamua (scream !!!!) omuamua
是2017年被科學家發現首個interstellar object (pause vid) 中文: 星際物體.
意思是來自我們太陽系以外, 更不受我們萬有引力影響在piu fuw的長型物體.
這物件的存在has cause a two-sided debate in the scientific community, is this a外星飛船呢?
大家好又是我暗網仔!
Ever since young I’ve wanted aliens to exist so badly! 所以今天的影片的確比較peen bong有外星人的

為何這件看似沒什麼的Oumuamua 物體能jun hum整個科學界呢? 首先) 外型上oumuamua跟一般的彗星jit yeen不同. 第二, 牠接近太陽時不像其他天然石體, 會搖滾得比較利害. 反以在太陽付近suen轉得cheung suen, 由如太空suen.
牠到底來自那一個星系到現在還是沒有人知道.
對比一直研究oumuamua 這位Karen j meech, 哈佛天文學家Avi Loeb是獨自分享這個大dam的外星人看法!
My brother!!!

雖然在少眾, 但如果大家有過interstellar星際效應的朋友利用當中的概念tou在現實oumuamua身上也會覺得外星人理論是合理的. 我不是講笑!

“大家好! 我是 ‘暗阿莫’ 故事背景地球已是一個不能再居住的地方. 太空梭駕駛員男主角為救自己的女兒和人類的未來決定參加NASA一個穿過黑洞尋找能居住的新星球故事”
不好意思講回廣東話. 在不同星系的星球中時間長短非常不一樣. 在某星球過一小時可能在地球已過了30年. (Play scene)

其實導演Christopher nolan拍這部電影時真是聘請了物理學家確保當中理論的準確性. 而尾段講維度的kiu段tou在oumuamua身上可能解釋得到.

故事結局講述通過黑洞的男主角由我們現在生活的四維空間去了高等生物行走的五維空間. 到了5維空間之後他能穿越時空影響四維空間的reality及過去. 就如神一樣.
之前看老高講述這部電影講過我們4維空間的生物能影響3維空間所有事: 即是平面的東西. 列如紙上的畫像. 快chook翻動的時候能做出各種動態. 更容易明白是我們電腦在播放的影片, 我們除時能把影片jam停, 或回帶到之前或之後.
5維生物看著我們也擁有同樣的控制能力.
所以電影結論是當初讓男主角能到達5維空間的那一個蟲洞是5維空間的高度民ming放在人類的星糸, 讓他們自己發現, 然後導致人類
作出ching gauw自己! 不要mit mong! 這個決定.

Omuaomua是否高度民ming放在我們眼前的東西? 如果是的話是想引導我們做什麼ching gauw自己的行為嗎?

更有趣是電影暗示那kwun 5維空間的高度民ming其實是未來的人類. 代表人類未來能進化到更高的維度.
有外國Youtuber分析Omuaomua是否外星生物的creation影片結論不要將所有還未能解釋得到的自然現象也lai lok外星人身上. 因為是懶惰和沒有科學根據的做法.
但如果放oumuamua 這物件在我們太空中的really is future humans. 那用 ‘外星人’ 解釋這物件其實也挺有科學根據. 只是那種科學根據是我們現在還沒有發明到的.

(Alien being discovered news)
(Alien being discovered news)
(Alien being discovered news)
自omuaomua被發現的2017年短短兩年後2019年來自另一星際的彗星2i/Borisov被發現. It’s different from other objects as it’s not affected by the gravitational pull of the sun. Also, it has since disappeared from our view because it was traveling at high speeds 每小時超過10萬理.

Why are these happening so close to each other? Are their signs of aliens that’s trying to be shown to us.
星空上是否很快有什麼祕密會被kit hiu呢?

涂清涼 Tu Ching Liang's Channel: https://www.youtube.com/channel/UC-y9EsGsdrU22yCrQH6p7PA
Ku's Shopee store: https://shopee.tw/kusdream

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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

Hello there my love! I know you guys are spending a lot more time at home and mental health is downgrading! It is super important for us to take self-care seriously. Here are a few things that I love to do at home these days, when I feel a little low and sad.

If you wish to check our the FOREO Sweden UFO I mentioned:
https://foreo.se/m2dz2

Here's the link to my favourite at home workout videos on Youtube:
https://www.youtube.com/watch?v=ml6cT4AZdqI
Super fun & Easy

Sometimes, a little time alone at home is just what you need! Take care of how you feel and all your emotions! We got each others back my loves x Thank you FOREO Sweden for supporting and making this video happening. I had so much fun putting this together for you x