🌻
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/
同時也有275部Youtube影片,追蹤數超過15萬的網紅pennyccw,也在其Youtube影片中提到,Stephon Marbury dominated early. Allen Iverson struck late. Iverson scored 14 of his 38 points in the final nine minutes as the Philadelphia 76ers ra...
「three quarter」的推薦目錄:
- 關於three quarter 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於three quarter 在 最愛小金韓國商品代購 Facebook 的最讚貼文
- 關於three quarter 在 Focus Taiwan Facebook 的最讚貼文
- 關於three quarter 在 pennyccw Youtube 的最讚貼文
- 關於three quarter 在 pennyccw Youtube 的最佳貼文
- 關於three quarter 在 pennyccw Youtube 的精選貼文
- 關於three quarter 在 Irish Three Quarter Marathon - Home | Facebook 的評價
- 關於three quarter 在 "Three quarters" vs. "three fourths" - English Stack Exchange 的評價
three quarter 在 最愛小金韓國商品代購 Facebook 的最讚貼文
韓劇《月刊家》庭沼珉同款設計師品牌 BAU by Bride And You ODETTE Square neck Three-quarter Sleeve H-line midi dress 方領設計7分袖中長洋裝/連衣裙代購中‼️‼️
🍎🍎尺吋~0-3號
🍊🍊三色可選
⭐️⭐️洋裝合身的剪裁,穿起來身形更顯得修長比例佳,很適合上班或是參考一些重要的場合(婚禮/尾牙)穿😁😁
有想買的親估請儘快私訊向小金登記😃😃
➡️➡️付款完成後約2週至一個月左右到貨,若有提早到會再通知,想要早點到貨(2週內)需另外加錢單獨寄送哦‼️‼️
🌼🌼因粉絲專頁觸及率低,很多親估反映看不到新發的貼文😅😅
可加入LINE群組或是加入小金新開的社團
https://www.facebook.com/groups/754718342079964
即可FOLLOW最新商品或折扣資訊哦😎😎
🌈🌈匯款/填單等相關問題請參考👇👇
https://www.facebook.com/notes/%E6%9C%80%E6%84%9B%E5%B0%8F%E9%87%91%E9%9F%93%E5%9C%8B%E5%95%86%E5%93%81%E4%BB%A3%E8%B3%BC/%E9%9F%93%E5%9C%8B%E4%BB%A3%E8%B3%BC%E9%9C%80%E7%9F%A5%E6%B3%A8%E6%84%8F%E4%BA%8B%E9%A0%85/2569731476626116/?av=1402986163300659&eav=AfYPfvN7CW0FwSqAhe9BEvklgrQVTbucY99cY7sE44NYOkikUwKsZM1vNS2zUma56cKcqbumRq66ZVC_EvWZW0k8
three quarter 在 Focus Taiwan Facebook 的最讚貼文
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker, said on Thursday it posted a 3.8 percent quarter-on-quarter decline in net profit in the second quarter of this year, while its sales for the three-month period hit a new high.
https://focustaiwan.tw/business/202107150013
three quarter 在 pennyccw Youtube 的最讚貼文
Stephon Marbury dominated early. Allen Iverson struck late.
Iverson scored 14 of his 38 points in the final nine minutes as the Philadelphia 76ers rallied for a 102-94 victory over Marbury and the New Jersey Nets.
The NBA's leading scorer, Iverson fell a bucket shy of his 16th 40-point game of the season. He took over in the fourth quarter, giving the 76ers their first lead since the opening minute with a fadeaway jumper with 8:22 remaining and made sure they never trailed again.
Iverson was just 12-of-32 from the field but made 13-of-14 free throws and added seven assists and four steals. He scored 14 of Philadelphia's final 19 points, then skipped the media to nurse bruised ribs and a fat lip, products of a somewhat chippy game.
Marbury collected 20 points and 14 assists. He scored 16 points in the first half, when the Nets controlled play. But he went scoreless over the final 7 1/2 minutes, when the Sixers trapped him to force the ball out of his hands.
Forced to become a playmaker rather than a scorer, Marbury was let down a bit by his teammates. The Nets scored just 15 points in the fourth quarter and lost for the 12th time in their last 13 road games.
Last month, Iverson and Marbury teamed up to rally the Eastern Conference from a 21-point fourth-quarter deficit to victory in the All-Star Game. In this one, Iverson hounded Marbury down the stretch. Marbury shot 8-of-24 and committed seven turnovers.
"They went big, and we tried to trap him and get it out of his hands," Sixers coach Larry Brown said. "Then we tried to keep him from getting it. Our big guys did a good job of trapping and then Allen did a terrific job of denying."
"He was getting fouled and he wasn't getting calls," Nets coach Byron Scott said. "He goes to the line two times tonight. That's ridiculous. They say he is creating all the contact, but that other little guy (Iverson) that is pretty (darn) good does the same thing and he goes to the line 14 times. Tell me the difference."
Tyrone Hill had 13 points and 14 rebounds for the Sixers, who have won three in a row and eight of 10. They are 4-2 since acquiring All-Star center Dikembe Mutombo, although he was not on the floor when the Sixers made their surge.
"Tyrone Hill just killed us on the boards," Scott said. "That was the difference."
The league-leading Sixers (45-16) dominated the boards, 41-28, and avenged a 96-89 loss at New Jersey on February 4 in which they blew a 15-point third-quarter lead.
"We have a bull's-eye," Hill said. "Every team that we play wants to play hard and wants to beat us. ... They feel if they can beat the No. 1 team twice in one year, that it shows you what kind of talent they have."
The Sixers trailed 79-75 entering the fourth quarter but began the period with a 10-4 run that Iverson capped with his go-ahead jumper. It was Philadelphia's first lead since 2-0.
Marbury answered with a layup for his final points and the teams traded a pair of points before Iverson made two free throws and a jumper that followed a dive to the floor that kept possession for the Sixers and gave them a 91-87 lead with 4:49 left.
"Allen made an unbelievable hustle play among a lot of great plays," Brown said. "Defensively, I thought he's improved a lot, but that was by far for a whole game his best defense. He played against a great player."
A free throw and dunk by Aaron Williams got the Nets within one before Iverson struck again. He came around a screen for a jumper and added two free throws for a 95-90 bulge with 2:57 to go.
Williams made two more free throws, but Mutombo powered for a three-point play after Hill kept possession with by hustling for a rebound. Iverson answered rookie Kenyon Martin's jumper with one of his own and Eric Snow's jumper sealed it at 102-94 with 35 seconds remaining.
"They were hitting some shots in the first half, but we kind of tightened it up in the second half and it was hard for them to make the shots they were making in the first half," Hill said.
three quarter 在 pennyccw Youtube 的最佳貼文
Allen Iverson converted a four-point play in overtime as the Philadelphia 76ers pulled out a 95-90 victory over the host Vancouver Grizzlies on Wednesday night.
Iverson finished with 34 points -- 18 in a dominating third quarter and seven in the extra period -- as the 76ers snapped a four-game road losing streak and beat the Grizzlies for the sixth straight time.
With the game tied 86-86, Iverson, while falling backwards, hit a 3-point shot and was fouled by Vancouver's Shareef Abdur-Rahim with 2:50 left in the overtime. Iverson, who had gone scoreless in the fourth quarter, completed the four-point play and the 76ers never relinquished the lead.
Harvey Grant blocked Abdur-Rahim's 10-foot shot to preserve Philadelphia's lead at 90-88 with 34 seconds remaining.
Iverson was fouled on the ensuing play and made one of two free throws.
Trailing 93-90, the Grizzlies' last chance to tie the game failed when Vancouver guard Mike Bibby missed a 3-point shot with three seconds remaining.
Philadelphia's Theo Ratliff finished with 16 points, eight rebounds and nine blocks.
three quarter 在 pennyccw Youtube 的精選貼文
The Philadelphia 76ers played such dismal defence against the second-worst team in the NBA that even reformed bad boy Allen Iverson chimed in about the need for practice time.
"Any practice would be good right now," said Iverson, who scored 41 points as the Philadelphia 76ers held off the Washington Wizards 107-102 Friday night. "If we get our chemistry together, we'll be OK."
The Sixers have had very little practice time since the all-star break, which has been especially evident as they try to incorporate Dikembe Mutombo, acquired a week ago from Atlanta.
Mutombo had 16 rebounds and 14 points, including three key free throws in the final minute after Washington tied the game twice in the fourth quarter and closed to 102-100 with 1:19 left.
Coach Larry Brown wasn't too critical of his team, but said he looked forward to four days of practice before Wednesday night's home game against New Jersey.
"Guys have been either sick or hurt," Brown said. "Tomorrow we will walk through some stuff and hopefully iron some things out. I think that it will be helpful for us."
Richard Hamilton scored a career-high 34 points for Washington, which lost its sixth in a row. Mitch Richmond and Courtney Alexander added 17 points each.
The Sixers led by as many as 16 in the third quarter but struggled with poor shooting, bad passes and turnovers.
The crowd turned on the 76ers midway through the fourth, booing as Matt Geiger replaced Mutombo and fouled Christian Laettner, who hit both free throws during a 12-2 run. More boos followed when Hamilton drove for a layup with 8:56 left to tie the game at 86-86, the first time the game was tied since early in the second quarter.
Iverson kept the Sixers in the game, scoring all his team's points for the first seven minutes and making all but one of the Sixers' fourth-quarter field goals. It was Iverson's 15th game this season scoring 40 or more points.
"They shot very well and we made some mistakes down the stretch," said Mutombo, who had three of the team's 14 turnovers. "They had very good views of the basket."
The Wizards closed to 102-100 after a three-pointer by Alexander with 1:50 left.
The Sixers scored nine of their final 14 points on foul shots. Mutombo made one of two free throws with 51 seconds left after Laettner was called for an offensive foul. Mutombo hit both foul shots 15 seconds later after Laettner missed a layup.
"I was proud of the fact that we fought back to put ourselves in a position where we had a chance to win the game," Wizards coach Leonard Hamilton said.
Snow had 15 points and 11 assists, notching his first double-double since returning Feb. 13 from ankle surgery. Snow scored in double figures 11 of 15 games before going on the injured list Dec. 9, but averaged just over five points in the nine games he's been back.
three quarter 在 "Three quarters" vs. "three fourths" - English Stack Exchange 的推薦與評價
I did the obligatory Ngram, and found two things: three-fourths was found less often than three-quarters, and; that difference was more pronounced in the ... ... <看更多>
three quarter 在 Irish Three Quarter Marathon - Home | Facebook 的推薦與評價
Irish Three Quarter Marathon, Enfield, Meath, Ireland. 4804 likes · 2 talking about this. Ireland's original, biggest and best 3/4 marathon (19.344... ... <看更多>