關於 one buy one 中文，我們在網路上蒐集到這些相關的討論、資訊與評價

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關於one buy one 中文在 Jacky 玩具匣 Facebook 的最讚貼文
關於one buy one 中文在貓的成長美股異想世界 Facebook 的最佳貼文
關於one buy one 中文在貓的成長美股異想世界 Facebook 的精選貼文

關於one buy one 中文在家庭兄弟 Familybros Youtube 的最佳貼文
關於one buy one 中文在 Lukas Engström Youtube 的最讚貼文
關於one buy one 中文在 13N Youtube 的精選貼文

one buy one 中文在 Jacky 玩具匣 Facebook 的最讚貼文

2021-09-26 21:31:58 有 28 人按讚

Share form muff toys ig

Just toys new ， other I don’t know 🤷‍♀️

行ig 見到 muff toys 會出superman 應該係1/12 。因為有標 one :12

應該是內地廠，會中文的。

不過我都唔知係那兒可以買呀

I don’t even know where i can buy it😂😂😂

Tags: one buy one 中文

Jacky 玩具匣

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歡喜玩具和攝影 follow me photo facebook: Jacky Chung photography /videography www.facebook.com/sleepfreedom toys photo facebook: Jacky 玩具匣 https://www.facebook.com/jackytoysbox/ photo instagram:jackychungphotography https://www.instagram.com/jackychungphotography/ toys photo instagram:jackytoysbox https://www.instagram.com/jackytoysbox/

I am Toys photographer ,like shooting toys Toy information,toys photography, open the box in there copy right for the 鍾騎 and jackytoysbox I I am not a toy store ,

one buy one 中文在貓的成長美股異想世界 Facebook 的最佳貼文

By 貓的成長美股異想世界

2021-09-23 07:57:19 有 59 人按讚

🌻
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/

Tags: one buy one 中文

貓的成長美股異想世界

About author

旅美Cat談趨勢, 談企業經營管理, 談自己做的[美股, 人生]功課, 也談美國所見所聞. 希望我的內容能夠帶給您知識, 讓您增廣見聞, 讓您有所啟發, 甚至在財富上有成長. 也歡迎大家分享與交流.

one buy one 中文在貓的成長美股異想世界 Facebook 的精選貼文

By 貓的成長美股異想世界

2021-08-09 08:08:44 有 56 人按讚

🌻台灣時間昨天(08/08)是父親節. 在這邊祝各位父親佳節愉快. 也希望大家珍惜與家人相處的時光. 對家人表達愛意, 也不需要特別等到這一天.

🌻美國生活
Lockdown後, 請小心腰圍..........

前幾天去了醫院. 醫生也說, 疫情後, 她大約有1/4的孩童客戶是過重(還是肥胖). 也有些孩子還得了憂鬱症.

這篇文章介紹了跟減重有關的公司:
3 Stocks to Buy That Should Get a Boost From Pandemic-Driven Consumer Weight Gain
https://finance.yahoo.com/m/4cde2823-fb4e-3438-98dc-db880586fad6/3-stocks-to-buy-that-should.html

🌻18位共和黨議員倒戈　1.2兆美元基建案參院程序表決過關
https://www.bcc.com.tw/newsView.6879676

🌻"Guidance (財測) is the product of both operational insight (營運的洞悉) and expectation management(預期的管理)."
https://www.wsj.com/articles/how-long-can-bmw-resist-teslas-pull-11628005314

上面那句話說的挺好. 財測是高層對未來營運做預估的一種方法. 之前放掉一家公司, 就是因為公司的營收預估一直做得不好, 加上也還有比它更好的公司.

🌻上週做的功課與閱讀
上週花比較多的時間在看公司的財報結果. 功課反而有些亂掉了. 不過還是整理了一下看到的一些資訊:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post.html

🌻PayPal(PYPL)Q3 2021財報的電話會議內容已經整理好:
https://drive.google.com/file/d/1N64aPdl4fVybdNL5F1tFsj_YKWBnywaC/view?usp=sharing

🌻前幾天分享了一些基金經理人挑股的邏輯: 看趨勢, 找產業insight, 看商業模式, 把公司拿來跟產業其他對手相比, 看飛輪效應, 看高層&執行力. 有興趣的可以看看.

🌻新冠疫情反撲導致好萊塢影視製作中斷
https://on.wsj.com/3ClUHCx
中文稿中並沒有提到的是, 演藝圈其實跟餐飲業很像, 是人與人間需要近距離相處的產業.
"Hollywood movie and TV sets differ from typical office environments as people are often forced to work in close proximity with one another. Masks and social distancing are sometimes unrealistic, and cast and crew members frequently enter and leave filming locations."
https://www.wsj.com/articles/hollywood-productions-halted-as-covid-19-emerges-on-sets-again-11627551001

🌻美國這幾天目前最紅的亞裔Sunisa Lee.......苗族人(Hmong).
https://www.youtube.com/watch?v=4Qn49CBmd9M

中西部真的挺多. 都有在Wisonsin, Minnesota碰到過.

苗族人定居美國的故事: https://bit.ly/3yxYA50
"大批苗族人在70年代以難民身份來美定居，至今美國苗族人口約有26萬。他們集中在美國中西部地區生活，明尼蘇達州正是苗族社群的最大聚居地，人口逾6.6萬人，蘇妮莎正是出生於該州首府聖保羅巿（Saint Paul）。蘇妮莎的父母正是來美的難民之一，然而雖然成功逃避戰亂，但至今六成美國苗族人屬於低收入階層，超過四分一更屬貧窮階層。"

The only thing our parents knew was to push us to go to school, get an education and go to college. They never thought that us as Asians could do any extracurricular activities without being judged,” said Amy Vang, owner of Little Luxuries Nail Lounge, where Lee got her nails done ahead of the Olympics. “That’s why Suni’s story has touched so many people…It has opened eyes in the Hmong community, to parents, that you can support your children in whatever they want to do and they can become successful.”
https://www.wsj.com/articles/sunisa-lee-tokyo-olympics-nails-11627737076

🌻Apple TV+的"Schmigadoon"這部片挺不錯........有興趣的話可以看看(尤其是喜歡歌舞劇的讀者).
劇裡面的這首歌我也很喜歡. 與大家分享.
"With All of Your Heart"
https://www.youtube.com/watch?v=39UCSfQwO8E

Pictures: Sleeping Bear Dunes National Lakeshore; 本周發表財報的公司一覽表

Tags: one buy one 中文

貓的成長美股異想世界

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one buy one 中文在家庭兄弟 Familybros Youtube 的最佳貼文

By 家庭兄弟 Familybros

2021-03-20 21:59:14 有 3,521 人看過有 209 人喜歡

家庭兄弟 Familybros

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你是超想了解「服飾穿搭概念、不同造型風格」但又苦無頭緒的朋友嗎！那趕快訂閱千萬不要錯過！希望因為我們的分享，讓大家對於「穿搭」有更多容易入手的認識！讓每個在意穿著的朋友都可以穿出「更屬於自己風格」的樣子！喔對了對了我們是親兄弟喔不要懷疑哈哈 __歡迎來這邊找我們聊穿搭__ Facebook ► https://www.fb.com/wwwfamilybroscom Instagram ►https://www.instagram.com/fmbs.wear Website ►http://www.familybros.com/ Instagram家►https://www.instagram.com/onuswc/ Instagram庭►https://www.instagram.com/yeahkwt/ Wear家 ►https://wear.jp/onus/ Wear庭 ►https://wear.jp/waitingk/ Dappei家 ►https://dappei.com/user/familybros Dappei庭 ►https://dappei.com/user/familybrosWT Email ►[email protected] _

one buy one 中文在 Lukas Engström Youtube 的最讚貼文

By Lukas Engström

2020-12-11 19:00:24 有 61,491 人看過有 4,762 人喜歡

This week in Taiwanese related international news:
00:00 Intro
00:59 Americans to wear masks for 100 days
01:33 Tsai, the Covid Crusher
02:09 Stricter mask requirements in Taiwan
03:12 Taiwan ❤️ Beer
04:06 Buy Australian wine
04:37 Guadalajara Book Fair
05:05 Traveling reporter@Xiaofei小飛 's English sign
06:27 Taiwan airline China Airlines
07:32 Taipei 101 is really 101 floors!
08:23 Please subscribe ❤️

Do you want to see MORE videos like this one? Please consider supporting me on Patreon as all my income will go directly back into the channel and cover either future travels or other resources: https://www.patreon.com/LukasEngstrom

Please follow me on:
Facebook: www.facebook.com/LukasTaiwan
Instagram: www.instagram.com/LukasEngstrom

If you want to send my something that might be shown in a future video, please send it to:

ATT: Lukas
RM. 2, 6F., NO.201, FUHE RD.,
YONGHE DIST., NEW TAIPEI CITY 23450,
TAIWAN (R.O.C.)

Business inquiries:
中文/English
創作者經紀人/Contact person: - Maggie
Line ID: @redi
Email: contact@lukasengstrom.com

The following is the gear I’m using when making my videos. I’m part of Amazon Services LLC Associates Program which means that I will get a small commission if you purchase anything via my links. Any commission I’ll be getting will go straight back into buying new gear for my future videos, so any kind of support is highly appreciated!

Cameras:
Canon EOS R (main camera): https://amzn.to/3fCbINR
Canon M50 (B-cam): https://amzn.to/2Tf998r
Insta360 One X (Best 360 camera): https://amzn.to/2KfwBjd
Insta 360 One X R (Best 360/action cam combo): https://amzn.to/3maHqE9

Lenses:
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

Lukas Engström

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你好! ? 我是盧卡斯. 十年前從瑞典(不是瑞士喔!) 搬來台灣. 我的YouTube頻道的目的就是介紹台灣, 希望更多外國人會發現台灣多漂亮, 台灣的生活多方便! 也期望所有的台灣人也會幫我分享我的頻道和影片給大家看!❤️?? Hi there, My name is Lukas! 10 years ago I decided to move from Sweden (no, not Switzerland) to Taiwan. Currently busy trying to make interesting enough videos about my life in Taiwan so other foreigners come over here and join me! 合作或新聞授權歡迎直接跟我的經紀人聯絡: Business inquiries: 中文/English 創作者經紀人/Contact person: - Maggie Line ID: @redi Email: [email protected] Want to see photos from our adventures before everyone else and/or suggest what I should check out next?! Please follow me on: Facebook: www.facebook.com/LukasTaiwan Instagram: www.instagram.com/LukasEngstrom YouTube Channel art from: may day PNG Designed By 588ku from https://pngtree.com

one buy one 中文在 13N Youtube 的精選貼文

By 13N

2020-09-04 22:30:10 有 153,039 人看過有 5,272 人喜歡

賣掉了忍300，就換這台。自己的車從沒想過要這樣改，不過入手後的確覺得好實用啊！Sold my Ninja 300 for this. Never thought I'd buy a grocery getter, lol.
IG: moto13n

MotoVlog 224 摩托日記第兩百二十四篇

Outro Music: Trixtor - Just This Once

討論和使用的影片器材 Video equipment as used and discussed:
Insta 360 One R: https://bit.ly/30EwU01
Insta 360 One X: https://bit.ly/338kigg
GoPro Hero 7: https://amzn.to/2PFHRZZ

中文及英文翻譯字幕贊助商：創作者俱樂部 https://creator-club.org/

13N

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我是13N ! 超級愛騎車，大小車都玩！在這邊分享騎車經驗，定期分享摩托車影片，馬上訂閱不要錯過！13N here! I love motorcycles. Sharing my 2 wheels adventures here on YouTube! (English caption available sometimes) Subscribe to see more. 有問題可以在頻道上留言或是寄email : Moto13n at gmail.com Keywords: Sportbikes, Supermoto, Motorcycles, Track Day, MotoVlog, #13N, 13N.tv 關鍵字：重型機車，檔車，摩托車，輕檔，賽道，檔車教學，部落格！

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關於 one buy one 中文，我們在網路上蒐集到這些相關的討論、資訊與評價

one buy one 中文在 Jacky 玩具匣 Facebook 的最讚貼文

one buy one 中文在貓的成長美股異想世界 Facebook 的最佳貼文

one buy one 中文在貓的成長美股異想世界 Facebook 的精選貼文

one buy one 中文在家庭兄弟 Familybros Youtube 的最佳貼文

one buy one 中文在 Lukas Engström Youtube 的最讚貼文

one buy one 中文在 13N Youtube 的精選貼文