關於 double click意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻
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/

🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment　(此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間９點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)

🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition

https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook

🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.

"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."

全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.

We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.

And we're still standing, yeah, yeah, yeah.

Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.

There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.

When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.

You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.

I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.

So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .

I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.

Here's some that I have been telling people I like:

First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.

Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.

The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.

I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.

So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.

Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.

Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.

There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.

So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.

https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051

Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.

【搬家完成正式告別舊Blog｜長文慎入，感性幾句🚬】

有眼利讀者發現，我多返舊Blog嘅文，事關我決心要正正式式搬家，唔淨係得個新Blog 2015年後文章，既然有個自己Domain，就攞返曬2008年起舊文同相返嚟。

早前都有講過，Sina無啦啦執Blog，雖然我由2015年尾開始，已經用緊依家你見到新Blog，但一直都有用Sina做Backup，直至舊年9月無啦啦執咗，舊文都拎唔返；兩個舊Blog由2008年寫到2015年，足足有七年半文章，一下子冇曬。所以，當佢開得返Domain俾人Backup時，我即刻「做嘢」。

不過，Sina後台都幾智障，只係俾咗一堆Backup code我，真心一句hea到咁不如唔好俾，一睇都知冇咩可能就咁Plug落Wordpress，所以我要手動搬，但一開始就知道難度。

事關我本身文章有好多內置連結，全部都係連返去Sina，所以我手動搬Blog並唔係就咁Copy and paste，再加上入面有好多舊相死link我又順手執一執，估唔到「搬Blog」咁艱巨，最後，我用咗足足近兩個月時間，接近1,300篇文章，成功搬曬。

好喇，我正式可以同Sina講byebye喇。學《#無痛斷捨離》咁都要講句「多謝」，Sina，冇你，冇今日嘅我。

睇返舊Blog，感覺都幾有趣。唔敢話自己依家寫得極好，睇返12年前嘅文章，的確好稚嫩，好多都言語句法不通，都曾經年少無知，感覺寫出嚟都幾扮嘢，唔怪得當時確有發生過唔少公關災難。睇住由以前毫無standard，想寫乜就乜，到開始喺行文上有返既定嘅格式，又有過唔同層面上嘅更改，甚至自己都唔記得當年原來曾經寫過一啲咁柒咁MK說話，估唔到，可以睇到自己嘅成長過程。

Sinablog最原形，係好多年前Xanga嘅進化版，係因為我由私人Xanga寫寫吓，不如開個公開Blog－－暴露年齡系列，唔知咩係Xanga自己查吓。所以，初期我仲有少少當個日記咁寫，文章都紀錄咗好多當時無聊嘅生活花邊（之所以曾經俾人鬧過太Personal，部份內容同電影唔太關事，雖然我依家都唔明做乜要咁屌，但我理解），一邊搬Blog一邊就好似日記咁，睇返當年往事。由大學一直到出嚟社會做嘢、由曾經做到份好鍾意嘅工作，返工同時Work-life balance，到之後變成廢青得Life想Work都冇得Work，然後繼續係廢青，最後，變成廢中，依然想Work都冇得Work。學《反斗奇兵4》Forky話齋：我係垃圾。

呀原來，呢套戲曾經同一班好朋友睇，今日大家已各散東西、果套戲係同那些年我追不到的女孩睇，今日人哋婚都結埋，仲有更多戲喺已經消失嘅戲院睇，今日已變成第樣嘢－－如果大家記得，我以前係寫埋自己咩戲院睇幾點場，但之後有癡線佬聲稱戲院做，要搵CCTV起我底後，我就冇再寫，而舊Blog都經歷咗我人生最美好階段，例如去美國迪士尼實習，喺如今唔知幾時先開得返嘅AMC院線狂睇戲、去澳洲Working Holiday喺公路邊戲院度過好多個寫意Day-off、去東歐Backpack遊喺一間間特色戲院睇戲... 由呢段時間開始，養成去每個地方都要睇次戲嘅習慣。

好似由2008年開始嘅日記咁，一直睇到2015年，呢啲回憶，珍貴度不下於每一篇Blog。

以前我唔係認真咁寫，所以都有幾多錯字，加上當年寫完唔會Proof-read，甚至果陣根本唔知係錯字。如果唔係太過份變成第二個意思，我見到都保留返，當係個集體回憶。我知道，呢度好多認字特警會情緒極度不安，事但啦，反正都係舊文。

近期經歷咗一啲事，講真想用個Blog去試啲嘢，雖然依家咁嘅情況，試乜都死，但既然冇嘢做R腳指，有備無患，Build返個底先，第時正常返可以試吓。

唔知舊文對大家有冇用，好多讀者成日話想搵某某類型片、某某國家戲搵唔到，我都盡我諗到嘅，開咗一啲tag，簡單如愛情片、驚慄片、恐怖片，仲有我成日大推嘅「恥笑片」－－我相信坊間冇一個Blog或電影網站出現「恥笑片」呢個Tag，你可以由Tag連返唔同種類同地方嘅電影、唔同國家嘅遊記，當然一下子我加唔曬2015年後成個Blog，稍後會陸陸續續加返。

轉眼間，今年六月，就踏入「晞。觀影記事」第12週年。的確因為疫情，老老實實我個Blog係難咗有電影文章更新，一來唔好入咁多戲院，二來呢期就算入都真係伏片居多，對上真係超鍾意嘅，已經係《隱形客》同《瘋狂紳士幫》－－當然我諗到有其他方向Keep到寫，就係我想轉個版面原因。

喺度有樣嘢最感激嘅係，由疫情前幾乎一日一篇文，到如今一星期都未必有一篇文，Click rate依然冇乜跌過，而部份舊戲唔知點解Click rate會突然急升，莫非大家搵緊舊戲睇？估唔到係，呢期捐款同科金，都升咗好多，幾乎好似新年前咁。大家嘅「抗疫鼓勵」句子，我係收到的，可能我唔知你邊位，但你科金時每句鼓勵說話，甚至打到成篇文咁長，我全部都有睇嘅。

成日都話，下套大片已經係六月嘅《神奇女俠1984》，我當然希望《神奇女俠1984》真係如期上得到，我都希望可以同大家一齊再傾新戲，唔再係傾邊套延期、邊個明星中招、邊個明星又做柒事，甚至連舊年六月開始出現嘅政治抽水／正面屌鳩Post，都唔駛再出現。同埋，已經年幾都冇搞個分享會同聚會，希望今年內可以唔駛再擔驚受怕唔知出唔出到街、唔知會唔會食TG、唔知會唔會被扑頭，而係可以搞得返，再同大家分享電影同旅遊故事，事後再飲杯咖啡。今日唔知聽日事，12週年都冇咩想大搞、咁樣情況都唔知可以搞啲咩，或者，呢個算係今年嘅小小希望啦。

Sina server據聞四月頭會Close，喺我Double check所有文章都拎曬去新Blog後，我交叉果一刻，正式同呢個令人又愛又恨嘅朋友道別喇👋🏻

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