🌻
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/

Shang-Chi Marvel Simu Liu Marvel Studios

Shang-Chi is number ONE at the box-office for the THIRD week in a row! It's made over $300 MILLION worldwide. What a feat in this covid era for any movie, let alone an ASIAN-LED one!

I personally am feeling so inspired from watching Shang-Chi!! I don’t think I’ve ever understood what (Asian) representation feels like until I watched this movie. Being born in and raised in the US, as an Asian-American, I didn’t feel like I belonged. I spent a lot of my childhood living a double life – quiet and reserved at school, and felt much more at home in a Chinese school.

I've trained in Wushu since I was 7 but it wasn’t until I watched Mulan that I got the courage to show people who I really was. I never want my children to feel that way! I love how Shang-Chi the movie represented all of those groups, North American-born Chinese, overseas Chinese, and Asian immigrants as a whole. The characters were so relatable – from the nods to taking off our shoes, to getting scolded about getting married to our most filial friends, to getting scolded about our job choices – and it showed how there is actually someone like me in the writers’ room.

Cheers also for including Indian Americans as Asian-Americans because they are. The action scenes were phenomenal and you could tell the cast really poured their heart into training and preparing for performance. And finally, in the end credits, seeing the first Asian superhero actually stand beside Mr. Wong, Captain Marvel and Dr. Bruce Banner aka The Hulk, just made me realize that, oh man, this is real. This actually happened. Let’s keep these Asian-led blockbusters coming!!

尚氣與十環傳奇已經連續三週票房第一！全球票房收入超過 3 億美元。在新冠病毒的時間點還能有這樣的票房對任何電影來說都是一項壯舉，更不用說是以亞洲文化為主題電影了！

尚氣這部電影讓我受到了很多啟發！！在我看了這部電影之前，我感覺我從來都不知道（亞洲）被再現在大螢幕上的感覺。我在美國出生和長大，作為亞裔美國人，我時常找不到歸屬感。我的童年有很大部分時間都過著雙重生活——在學校安靜又拘謹，而到了中文學校才有家的感覺。我從 7 歲開始練習武術，但直到看到《花木蘭》，我才鼓起勇氣向其他人展現真正的自我。我不希望我的孩子在未來也有這樣的經歷！我喜歡這部電影《尚氣》的原因不只是因為好看，它也代表了所有以下這些群體，北美出生的華人、海外華人和整個亞洲移民。這些角色是如此的具有象徵意義，可以產生共鳴——從點頭到脫鞋、因為嫁給我們最孝順的朋友而被責罵、甚至是被質疑我們的工作選擇——這看得出編劇裡居然也有像我這樣的人，我也為電影將印度裔美國人納入亞裔美國人的一員感到開心。動作場面真的非常壯觀！你可以看出演員們真的全身心地投入到訓練和準備中。最後，可以看到第一個亞洲超級英雄站在王先生、驚奇隊長和布班納博士（綠巨人）旁邊，讓我意識到，天啊，這是真的嗎？我不是在做夢吧。我相信未來一定有更多亞洲文化主導題材的電影！！！

-（中文版本往下滑！）
@inglot_cosmetics freedom system palette
Eyeshadows in the shades 285 283 281
Blush in the shade 126

The palette I use for my last eyelook post!
I love this palette so much! From packaging to the product itself, wow’s me🤩🤩! It has magnets in it. Instead of flipping the case up and down, twist it to open! There’s large amounts of product in it that I think I can never use it up🤣 It’s easy to blend and has great color payoff, and the shades are stunning!!!! You get to choose any shade to fit in the palette, but I highly recommend these eyeshadow shades 💯! The blush is a bit too pigmented so has to be more careful while applying it, but still a pretty rosy shade 🥰

Short story time:
As you can see in the pictures, I had my old account name on🤣 These shots has been shot for awhile, but because I don’t have magnets in my house, I can’t tell what shades are them. And now I finally got to know 😂 That’s why it took me so long to have this post!

Have you tried any of their products before?
Let me know in the comments below:)

Wish you all a lovely day!☺️

More pics👉👉👉
-
今天來介紹前一篇眼妝使用的 #inglot 自組盤！
有3顆單顆眼影 285 283 281
和1個腮紅 126

這盤從外包裝到產品本身都超喜歡💕是磁吸式的開關，用旋轉的方式打開～磨砂的蓋子搭配品牌logo的排列，簡單又好看🥰眼影跟腮紅都超大一顆，感覺完全用不完😂這是自組盤所以眼影跟腮紅的顏色都是可以自選的唷～粉質很細膩、顯色、好沾取也好暈染！顏色都很美～要比較的話腮紅還是容易失手一些！眼影可以更無腦的使用～喜歡這個色系的話真的很推薦！秋天楓葉紅～愛了愛了！

小故事時間：
從照片上的浮水印可以看出來是帳號名稱還在d.a._eye_makeup的時候拍的照片🤣至於為什麼會拖了這麼久才發呢～是因為我家沒磁鐵🧲！🤣🤣因為單顆眼影也是用磁吸的吸在盤裡，所以沒有磁鐵的話拿不出來沒辦法看色號🤣但那麼漂亮的顏色就是要跟你們說是哪些顏色！對吧！大家可以原諒我過了這麼久才發的吧😉

你們有用過inglot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 #popdaily波波黛莉的異想世界 #eyeshadowpalettes #eyeshadowlover #eyeshadowjunkie #eyeshadowoftheday #eyeshadowaddict #eyeshadowpalettecollection #眼影 #眼影盤 #眼影控

背景音樂:影片片尾備註
-----------------------------------------------------------------------------------------------------------
Video Clip Sources:
https://www.reddit.com/r/leagueoflegends/
https://medal.tv/league-of-legends
Fan contribution
music Sources:
youtube.com/user/NoCopyrightSounds
youtube.com/user/MonstercatMedia
youtube.com/user/freemusicwave
-----------------------------------------------------------------------------------------------------------
感謝你的觀看，歡迎分享，也可以訂閱我，隨時追蹤最新影片
剪輯好笑的每周VOD精華及噴笑嗑藥台式翻譯
希望能讓精華更有趣 翻譯並非正統可能有錯或超譯 請見諒
我們也經常剪輯英雄聯盟搞笑爆笑，技術，中文翻譯，實況主選手等的影片，也可以在下方留言，讓我幫你剪輯介紹給大家認識。
諮詢信箱:sgdlolhigh69@gmail.com
投稿信箱:sgdlolhigh69@gmail.com(絕地求生暫時停止投稿，僅接受英雄聯盟)
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Video and music has the player's permission to feature their clip .was shared by the owner and allowed for use or we purchased.
-----------------------------------------------------------------------------------------------------------
COPYRIGHT ISSUES:
We make these videos with the intention of educating LoL players how to increase and improve own skills for better playing in some segments of the game, but to share those in quality compilation with other people.
One of our videos was shared by the owner and allowed for use or we purchased. These videos are made as a montage, consist of fragments from several different LoL matches. The content displayed in the video is recorded within the game, If any owner of clips, used in our compilation, has a copyright issue, feel free to contact us by gmail . We will remove the clip, video or come to an agreement. Thank you.
Using or sharing our compilations is allowed, so feel free to share it anywhere, but it would be nice, to use direct link of video, not of copies.
Thanks !

背景音樂:影片片尾備註
-----------------------------------------------------------------------------------------------------------
Video Clip Sources:
https://www.reddit.com/r/leagueoflegends/
https://medal.tv/league-of-legends
Fan contribution
music Sources:
youtube.com/user/NoCopyrightSounds
youtube.com/user/MonstercatMedia
youtube.com/user/freemusicwave
-----------------------------------------------------------------------------------------------------------
感謝你的觀看，歡迎分享，也可以訂閱我，隨時追蹤最新影片
剪輯好笑的每周VOD精華及噴笑嗑藥台式翻譯
希望能讓精華更有趣 翻譯並非正統可能有錯或超譯 請見諒
我們也經常剪輯英雄聯盟搞笑爆笑，技術，中文翻譯，實況主選手等的影片，也可以在下方留言，讓我幫你剪輯介紹給大家認識。
諮詢信箱:sgdlolhigh69@gmail.com
投稿信箱:sgdlolhigh69@gmail.com(絕地求生暫時停止投稿，僅接受英雄聯盟)
-----------------------------------------------------------------------------------------------------------
Video and music has the player's permission to feature their clip .was shared by the owner and allowed for use or we purchased.
-----------------------------------------------------------------------------------------------------------
COPYRIGHT ISSUES:
We make these videos with the intention of educating LoL players how to increase and improve own skills for better playing in some segments of the game, but to share those in quality compilation with other people.
One of our videos was shared by the owner and allowed for use or we purchased. These videos are made as a montage, consist of fragments from several different LoL matches. The content displayed in the video is recorded within the game, If any owner of clips, used in our compilation, has a copyright issue, feel free to contact us by gmail . We will remove the clip, video or come to an agreement. Thank you.
Using or sharing our compilations is allowed, so feel free to share it anywhere, but it would be nice, to use direct link of video, not of copies.
Thanks !

背景音樂:影片片尾備註
-----------------------------------------------------------------------------------------------------------
Video Clip Sources:
https://www.reddit.com/r/leagueoflegends/
https://medal.tv/league-of-legends
Fan contribution
music Sources:
youtube.com/user/NoCopyrightSounds
youtube.com/user/MonstercatMedia
youtube.com/user/freemusicwave
-----------------------------------------------------------------------------------------------------------
感謝你的觀看，歡迎分享，也可以訂閱我，隨時追蹤最新影片
剪輯好笑的每周VOD精華及噴笑嗑藥台式翻譯
希望能讓精華更有趣 翻譯並非正統可能有錯或超譯 請見諒
我們也經常剪輯英雄聯盟搞笑爆笑，技術，中文翻譯，實況主選手等的影片，也可以在下方留言，讓我幫你剪輯介紹給大家認識。
諮詢信箱:sgdlolhigh69@gmail.com
投稿信箱:sgdlolhigh69@gmail.com(絕地求生暫時停止投稿，僅接受英雄聯盟)
-----------------------------------------------------------------------------------------------------------
Video and music has the player's permission to feature their clip .was shared by the owner and allowed for use or we purchased.
-----------------------------------------------------------------------------------------------------------
COPYRIGHT ISSUES:
We make these videos with the intention of educating LoL players how to increase and improve own skills for better playing in some segments of the game, but to share those in quality compilation with other people.
One of our videos was shared by the owner and allowed for use or we purchased. These videos are made as a montage, consist of fragments from several different LoL matches. The content displayed in the video is recorded within the game, If any owner of clips, used in our compilation, has a copyright issue, feel free to contact us by gmail . We will remove the clip, video or come to an agreement. Thank you.
Using or sharing our compilations is allowed, so feel free to share it anywhere, but it would be nice, to use direct link of video, not of copies.
Thanks !