🌻
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/

匿名法官接受訪問

//“[Tong] didn’t do much of anything—he didn’t commit murder or arson,” the judge said wryly. “He is the most benevolent terrorist in the world.”//
（佢既無殺人，亦無縱火，無做啲咩嘢，（如果係恐怖份子嘅話），佢應該係世上最善良嘅恐怖份子。）

至於刑事案件响高等法院無陪審團之下審訊，呢位法官覺得，如果政府咁安排嘅目的要保護陪審的話，「總有其他方法比徹底破壞整個制度好」。

//If the government wanted to protect jurors, the judge said, “There must be some other way apart from abolishing the whole system.”//

關於專家證人政治解釋口號嘅用處，匿名法官認為專家證嘅作用係幫助法庭理解法律以外嘅事，但解釋政治口號嘅話就未必有效用（"flawed tool"），呢啲正正就需要陪審團以普通人嘅「常識」去理解（“common-sense approach”），相反，法官通常會用法律角度去思考。

對於香港司法制度嘅未來，法官覺得可能越黎越接近新加坡，即係「商業法係可以嘅，但當牽涉刑事或人權就大有問題。」

“We might become more like Singapore. The business law is fine, but there’s a big problem in criminal law and human rights.”

最後，佢就用心臟病做比喻，

“It’s a sign of danger. If it continues to develop, it will lead to cardiac arrest. But is it fair to say a person is worthless just because of a heart condition? No, the body is still there to compensate.”

「（有心臟病）係危險嘅徵兆，如果繼續發展落去，終會心臟停頓。但，係咪可以話有心臟病就等如廢呢？未必嘅，因為身體其他部份未死，仍然可以支持住。）

報導原文：
《Vice》Inside the Surreal Trial of the ‘Most Benevolent Terrorist in the World’
https://www.vice.com/en/article/93y47p/hong-kong-national-security-trial-tong-ying-kit

#粗糙翻譯報導完畢

敬 自由 / 勇於說母語的你

無論是母親還是父親的舌頭
台灣都希望自己的人民能夠勇敢說出各種語言

台灣是語言的熔爐

不同時代的人們將自己的語言帶上岸
在 #語言平權 這條路上我們歷經努力
希望能夠尊重與確保台灣的多元語言文化
讓大家都能自由的使用自己認同的語言
.
外交部在今年聯合國推案影片《敬 自由》中
我們拍攝了在台灣的印尼語課程
.
『在這裡
所有台灣固有族群使用的自然語言
都是國家語言
不管在家裡說的是哪種母語
在學校都有老師繼續教你
跟阿公阿嬤聊天不用翻譯』
.
若聯合國的重要任務之一是要讓國家尊重人民的權利
台灣的夥伴價值，值得聯合國重視。
.

To Freedom / You and your mother tongue
.
#Taiwan is something of a melting pot in terms of language. We’ve been working hard to reduce the historical stigma attached to some of these languages and to ensure that they are not lost to future generations. New languages are also being carried to our shores by new arrivals, creating a linguistically dynamic young generation of bilingual or multilingual children and young adults. These young people benefit from the ability to engage in intergenerational communication, important in the preservation of cultural identity and for a more cohesive society.

We recently featured an Indonesian teacher in Taiwan--a new arrival--and one of her students--part of this multilingual younger generation--in “To Freedom,” our promotional short to mark the #UNGA76. They tell the story of Taiwan’s respect for all its languages when they say:

“Here, the natural languages of Taiwan’s inherent ethnic groups are official languages. Regardless of what language you speak at home, you’ll continue to be taught it at school. I don’t need a translator to talk with my grandparents.”

If the UN states part of its mission as encouraging countries around the world to respect the rights of their people, Taiwan's vision of global partnership can serve as a valuable reference.

#UNGA76
#HearTaiwan
#WorkingTogether
#FreedomForAll
#UNGlobalGoals
#TaiwanCanHelp
#RespectTheRightsOfPeople
#LanguageEquality

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😎

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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
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▶ 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

#完全娛樂 #黑怕女孩 #王嘉爾 #Amber劉逸雲 #林凡 #林墨

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-
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本年度最陽剛又最性感的MV就是Lil Nas X了😆
喜歡的話記得留言讓我知道，也別忘了訂閱我的頻道和開啟通知哦！
Hey all!
Make sure to leave a comment to show love, and don’t forget to LIKE, SHARE, and SUBSCRIBE to my channel and RING THE BELL so you don’t miss anything from me.
-TERI xx


【完整翻譯】Lil Nas X & Jack Harlow - Industry Baby

Baby back, couple racksCouple Grammys on him, couple plaquesThat's a fact, throw it backThrow it back
我回來了 帶著滿架子的獎牌
葛萊美拿了好幾座 白金唱片得了一堆
這一切鐵證如山
所以趕快轉過去熱舞來討好我
And this one is for the championsI ain't lost since I beganFunny how you said it was the endThen I went did it again
這是獻給稱霸的冠軍
踏上路以來 我從來就未曾迷失
你不覺得好笑嗎？ 酸民說我玩完了
但我回來了 又大獲全勝

I told you long ago on the roadI got what they waiting for
I don't run from nothing, dogGet your soldiers, tell 'em I ain't layin' low
早在那條老街上 我就說了吧
我有大家引頸期盼的東西
我可不會隨便逃跑
所以告訴你的大軍 我沒有要低調引退的意思
You was never really rooting for me anywayWhen I'm back up at the top, I wanna hear you sayHe don't run from nothin', dogGet your soldiers, tell 'em that the break is over
反正你也從來沒喜歡過我
當我重返榮耀 我要聽到你說
「他不會輕易離場」
所以集結你的大軍 告訴他們休息時間結束了

Need to get this album doneNeed a couple number onеsNeed a plaque on every song
Need mе like one with Nicki now
我得把這張專輯完成
我得再拿下幾座冠軍
我要每一首歌都有白金獎牌
我要和Nicki一起站上高峰
Tell a rap nigga I don't see yaI'm a pop nigga like Bieber
I don't fuck bitches, I'm queer
But these niggas bitches like Madea
告訴嘻哈饒舌仔 我眼裡根本沒有你
我就像小賈斯汀一樣 流行到爆
妹子？我沒興趣 我是酷兒
你們這些酸民就像個老媽子一樣

let's do it
I ain't fall off, I just ain't release my new shit
I blew up, now everybody tryna sue me
You call me Nas, but the hood call me Doobie
開工吧
我沒有跌落神壇 我只是新歌還沒發
我一夕爆紅 現在每個人都想告我
你們叫我Nas 但我家鄉的人叫我Doobie

[Jack Harlow]
My track record so clean, they couldn't wait to just bash meI must be gettin' too flashy, y'all shouldn't have let the world gas me
我沒拿什麼獎 他們等不及就說我沒實力
我肯定是太招搖了 你們不該讓全世界噴爆我
It's too late 'cause I'm here to stay and these girls know that I'm nastyI sent her back to her boyfriend with my handprint on her ass cheek
太遲了 因為老子我已經要在這裡待下
妹子們都愛我
讓我在她的翹臀上留下紅紅的掌印
再回去找她男朋友

City talkin', we takin' notesTell 'em all to keep makin' postsWish he could, but he can't get close
OG so proud of me that he chokin' up while he makin' toasts
I'm the type that you can't control, said I would, then I made it so
謠言四起 我們做著筆記
告訴大家繼續po文吧
他只是羨慕 但他永遠趕不上我
嘻哈大老們為我驕傲 他敬酒的時候還在哽咽
我完全不受控 我就是說到做到

I don't clear up rumors, where's y'all sense of humor?
I'm done makin' jokes 'cause they got old like baby boomers
Turned my haters to consumers, I make vets feel like they juniors
Say your time is comin' soon, but just like Oklahoma
我從來沒在闢謠的 你們難道都沒幽默感嗎
我也不想在開玩笑了 不然怎麼講都是老梗
把我的酸民變粉絲 讓老兵變年輕
你說你的時代已經要來了
Mine is comin' sooner, I'm just a late bloomerI didn't peak in high school, I'm still out here gettin' cuter
All these social networks and computersGot these pussies walkin' 'round like they ain't losers
但我的時代來的更快 我是大器晚成
我在高中不受歡迎 但現在我越來越討喜
這些鍵盤戰士 總是故意說著妹子怎樣 顯得自己比較不魯

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0:00 歌曲背景
3:59 歌詞解析
11:34 Industry Plants爭議
13:59 總結