🌻
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/

🔆Podcast 廣播節目 《心靈沐音 Spiritual Harmonic》🔆

https://spiritualharmonic.soci.vip/

😺《關於動(寵)物溝通~(上)》🐶

【本集來賓：動(寵)物溝通師 Lia】

★｛iLia 動物溝通｝FB粉絲頁🐰

https://www.facebook.com/iLia.loveanimal

【本集節目大綱】
~寵(動)物溝通其實就是「心電感應」
~寵物溝通其實我們都會，只是我們忘了
~貓狗個性大不同，貓派還是狗派?
~除了動物溝通，植物、礦石等都都可以溝通
~不是我們不會，只是我們都習慣否定自己
~獲得訊息的方式不是只有一種，沒有標準答案
~訊息是需要去解讀的，只要整體要傳達的內容方向是對的其實就是成功的溝通
~寵物溝通，翻譯傳訊只是基本，寵物溝通也是可以為雙方帶來療癒的
~動(寵)物們其實很單純直接，不像人會有那麼複雜的思考和想法糾結
~人和動物的認知不同，傳達到重點比執著在用詞用語更重要
~狗狗亂吠亂叫等常常問的問題，大多都是行為問題，是對於該種動物的習性不夠清楚造成

▲更多近期課程活動頁面：
https://www.facebook.com/sunnyharmonic/events

▲Podcast節目《心靈沐音Spiritual Harmonic》
https://spiritualharmonic.soci.vip/

▲頌缽、靈氣、薩滿、占卜個案療癒服務請私訊預約(當面/遠距)
https://www.facebook.com/media/set/......

▲朝朝著作《靈氣手札-靈氣與身心靈療癒必讀指南》
https://ck101.com/thread-5007562-1-1.html

▲年代Much《美的in台灣》專訪
https://www.youtube.com/watch?v=ms_vC_WdT1Y&t=220s
#靈氣
#頌缽
#吸引力法則
#臼井靈氣
#卡魯那靈氣
#古埃及靈氣Sekhem
#能量療癒
#曦和沐音
#朝朝
#療癒
#轉化
#淨化
#薩滿
#力量動物
#指導靈
#能量噴霧
#能量薰香
#薰香
#淨化噴霧
#桃花噴霧
#財富噴霧
#顯化
#豐盛
#財富
#金錢
#智慧
#覺察
#能量
#身心靈
#水晶

今晚九點準時上線
先說啦，我會刷十次，不然我的腦袋都是super idol 的笑容
https://youtu.be/O4dKuVywqOw

Don't forget to turn on the bell icon for future uploads 🔔✔️
西洋音樂愛好者✨這裡不會有冗長的介紹文卻是個讓你挖歌的好地方😎

追蹤Gina music社群挖掘更多音樂🌹
facebook👉 https://www.facebook.com/Ginamusicland
instagram👉https://www.instagram.com/ginamusic_yujia/
spotify 歌單👉https://open.spotify.com/playlist/2EfPjFfdqN8NzUwj1XNoZC


🌺贊助GINA讓頻道走得更長久•̀.̫•́✧
Donate and support my channel 👉https://p.opay.tw/WSwM8


想讓更多人認識你的聲音嗎?歡迎投稿😎
Submit your music 👉ginamusictaiwan@gmail.com
For business inquiries about copyright issues, photos and song submissions,
please contact👉 https://www.facebook.com/Ginamusicland
____________________________________________________
Social Media:

▶ Download / Stream link : https://www.youtube.com/watch?v=NCIKMBAPcFA

👑Ethan Dufault
https://www.instagram.com/ethan_dufault/
https://linktr.ee/ethan_dufault
https://open.spotify.com/artist/5c7oIOloT3runmK9YMayzJ

--------------------------------------------------------------------------------

Lyrics:

Baby
親愛的
I’m not running from the casualties
我不是在逃避磨難
‘Cause it might hurt, but it’s not bad for me
有可能會受傷 但那對我沒什麼
‘Cause we’re living in a masterpiece
因為我們生來便是傑作

Lately
最近
When life is moving way too fast for me
生活節奏對我來說快了些
I’ve been taking off my mask to see
我摘下面具試圖看清
That we’re living in a masterpiece
我們鑄造輝煌

We built houses on top of all the hills and mountains
我們在所有的山頂建起房屋
But I’m not scared to fall from here
但我毫不害怕跌落於此
When I have your hand in mine
當我緊握你手之時

Maybe we’ll look back and
也許我們會回首
See our dreams from far away
遙望當初的夢想
That we had all that we could need to be happy
這樣就擁有了快樂所需的一切
If we could do this different
如果我們行於殊途
We would choose it all the same
我們還是會做出相同的選擇
Cause we have all that we could need to be happy
因為我們擁有了快樂所需的一切

We could need to be happy
我們可能需要開心點吧
We could need
可能需要

Baby
親愛的
When our world was falling painfully
當我們的世界山崩海裂之時
And there was nothing left to make-believe
沒有任何東西可以讓人相信了
I stayed with you, you stayed with me
我和你並肩 你和我攜手

Changing
改變著
All the ways I thought it had to be
用盡所有我想要的方式
‘Cause I don’t have to live so tactfully
因為我不需要活得那麼瀟灑
Oh, we’re living in a masterpiece
我們生來就是傑作

We built houses on top of all the hills and mountains
我們在所有的山頂建起房屋
But I’m not scared to fall from here
但我毫不膽怯從這裡跌落
When I have your hand in mine
我緊握你的手

Maybe we’ll look back and
也許我們會回首
See our dreams from far away
遙望當初的夢想
That we had all that we could need to be happy
這樣就擁有了快樂所需的一切
If we could do this different
如果我們行於殊途
We would choose it all the same
我們還是會做出相同的選擇
Cause we have all that we could need to be happy
因為我們擁有了快樂所需的一切

Oh
Oh, I’m happy when I have your hand in mine
握緊你手的時候我多麼開心

Maybe we’ll look back and
也許我們會回首
See our dreams from far away
遙望當初的夢想
That we had all that we could need to be happy
這樣就擁有了快樂所需的一切
If we could do this different
如果我們行於殊途
We would choose it all the same
我們還是會做出相同的選擇
Cause we have all that we could need to be happy
因為我們擁有了快樂所需的一切

歌詞翻譯：Aintyasperong

#EthanDufalt #Casualties #lyrics #西洋歌曲推薦

不專業廚房第二季來了!!!!結果第1集狀況一堆!看了就知道!
 
 
□當天進入拍攝現場者皆有進行快篩確認陰性後進行拍攝
 
□訂閱頻道：https://www.youtube.com/channel/UCxjDQuoe8VZXYuEdTuiNUXg
 
□Social Media
Instagram:@joseph820619
Facebook: https://www.facebook.com/iamjoe0619/?epa=SEARCH_BOX
Weibo:https://www.weibo.com/iamjoe0619?sudaref=s.weibo.com&display=0&retcode=6102&is_all=1
 
□英文翻譯：https://m.facebook.com/brokenheartstudioblog/?ref=bookmarks
 
#鄭元暢 #不專業廚房 #曾之喬 #sillykitchen #josephcheng #josephsvlog #josephtoday

Don't forget to turn on the bell icon for future uploads 🔔✔️
西洋音樂愛好者✨這裡不會有冗長的介紹文卻是個讓你挖歌的好地方😎

追蹤Gina music社群挖掘更多音樂🌹
facebook👉 https://www.facebook.com/Ginamusicland
instagram👉https://www.instagram.com/ginamusic_yujia/
spotify 歌單👉https://open.spotify.com/playlist/2EfPjFfdqN8NzUwj1XNoZC


🌺贊助GINA讓頻道走得更長久•̀.̫•́✧
Donate and support my channel 👉https://p.opay.tw/WSwM8


想讓更多人認識你的聲音嗎?歡迎投稿😎
Submit your music 👉ginamusictaiwan@gmail.com
For business inquiries about copyright issues, photos and song submissions,
please contact👉 https://www.facebook.com/Ginamusicland
____________________________________________________
Social Media:

▶ Download / Stream link : https://jeremyzucker.lnk.to/therapist

👑Jeremy Zucker
Instagram: https://www.instagram.com/jeremyzucker
TikTok: https://www.tiktok.com/@jeremyzucker
Facebook: https://www.facebook.com/JeremyZucker
Twitter: https://twitter.com/jeremyzucker
Website: https://jeremyzuckermusic.com

--------------------------------------------------------------------------------

Lyrics:

You always keep one in your purse
你總在錢包內放枚硬幣
Just in case you get the urge
只為讓自己更有動力
So if you start to feel worse, a couple hours I'm on a plane
所以當你開始感覺不安時 幾小時內我將會搭上航班
Feeling insane
失去理智
Probably traumatised
或許會對你造成傷害

So, you say "Babe, what's with the face?"
所以你說道 "親愛的 為何你這副模樣?"
Maybe I'm drunk, maybe I'm wasted
或許我已酩酊大醉 也可能自甘墮落
And you know, I can't handle this
而你清楚 我不能很好地解決
Maybe I'm just a masochist
或許我享受著痛苦
Alright, fuck up my life
那就這樣吧 摧毀我的人生
Lie to my face, kiss me goodnight
對我說謊吧 給我晚安吻
I swear you know I can't handle this
我發誓 你很清楚我不能很好地解決
Maybe you should call your therapist
或許你該求助你的心理醫生

I do my best to stay away
我盡全力 遠離這裡
'Cause I can't save you every day
因為我不能時時刻刻拯救你
I'm waiting for the hurricane
我等待著颶風降臨
You're spinning out and I'm in the eye, dying inside
你望著我溺亡其中 逐漸遠去
Honestly terrified
實在是太恐懼了
Yеah

So, you say "Babe, what's with the face?"
所以你說道 "親愛的 為何你這副模樣?"
Maybе I'm drunk, maybe I'm wasted
或許我已酩酊大醉 也可能自甘墮落
And you know, I can't handle this
而你清楚 我不能很好地解決
Maybe I'm just a masochist
或許我享受著痛苦
Alright, fuck up my life
那就這樣吧 摧毀我的人生
Lie to my face, kiss me goodnight
對我說謊吧 給我晚安吻
I swear you know I can't handle this
我發誓 你很清楚我不能很好地解決
Maybe you should call your therapist
或許你該求助你的心理醫生
You know I can't handle this
你很清楚 我不能很好地解決
Maybe you should call your therapist
或許你該求助你的心理醫生

歌詞翻譯 : 特星

#JeremyZucker #Therapist #lyrics #西洋歌曲推薦