股票王者 personal page - To The Moon

股票王者

股票王者

专注美股半导体核心资产与高波动衍生品交易。不喊口号，不搬运新闻，只记录极值行情下的逆向对冲与仓位管理。聪明的交易者不看热闹，看资金效率

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2025-07-22

$OPEN 20250919 4.0 PUT$

2025-07-09

✌🏻✌️✌️✌️✌️

2025-01-28

$三倍做多半导体ETF-Direxion Daily(SOXL)$

2024-08-02

$三倍做多半导体ETF-Direxion Daily(SOXL)$

2021-05-01

$Nano Dimension Ltd.(NNDM)$o no

2021-05-01

$fuboTV Inc.(FUBO)$ gogogo

2021-04-29

nio power

2021-04-27

Nice

SAIC and WM Motor make efforts to SOA, is it "overtaking in corners" under the switching dimension?

2021-04-26

Amd

PC Demand Continues to Be Strong, Can AMD Keep High Growth in First Quarter Results

2021-04-26

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2021-04-26

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2021-04-24

nio power

2021-04-22

Hi hi

2021-04-22

$fuboTV Inc.(FUBO)$Nice

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href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397183094280280","isVote":1,"tweetType":1,"viewCount":2881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334154866651368,"gmtCreate":1722614212459,"gmtModify":1722614215535,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"<a 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12:30","market":"sh","language":"zh","title":"SAIC and WM Motor make efforts to SOA, is it \"overtaking in corners\" under the switching dimension?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171495583","media":"投中网","summary":"SOA理念可能就是这次变革的马前卒，可以让这场变革更加水到渠成。今年开始，上汽、威马、岚图、哪吒等谈及智能汽车时，都有提及SOA架构。\n\n是什么成就苹果超2万亿美元的市值？\n凯文·凯利曾在演讲时指出：","content":"<p>SOA philosophy may be the pawn of this change, which can make this change more natural. Since this year, SAIC, WM Motor, Lantu, Nezha, etc. have all mentioned SOA architecture when talking about smart cars. What made Apple's market cap of over $2 trillion?</p><p>Kevin Kelly once pointed out in his speech: \"The future technological innovation lies on the edge outside the mainstream. For example, when your tractor is getting better and better, the car may counterattack at another technical level. This is where the future lies.\" This sentence not only explains that Apple's innovation is a breakthrough in another dimension, but also invisibly reveals a possible change idea of the automobile industry.</p><p>In the post-epidemic era, SDV (software-defined car) became a bad word spoken by car companies, and then the saying \"user-defined car\" was born. However, car companies still want users to understand more. When the change is related to technology research and development, it is necessary to consider what concept to design the architecture to carry the software and give full play to the real value of SDV.</p><p>The SOA concept may be the pawn of this change, which can make this change more natural. Since this year, SAIC, WM Motor, Lantu, Nezha, etc. have all mentioned SOA architecture when talking about smart cars. This month, SAIC also held the Global SOA Platform Developers Conference. What signals does SOA architecture reveal for the industry when it is introduced into automobiles?</p><p><b>SOA sets up the \"stage\", and cars play the \"Apple APP\" style revolution</b></p><p>SOA is not a new term, and it has been tried in the automotive industry. In fact, Nio and XPeng are already trying to apply some SOA architecture design, such as the mature OTA function and remote diagnosis function, which are all within the application scope of SOA architecture.</p><p>Take the analogy of smart phones. Apple's mobile phones have a similar architecture, which is shown in the form of App Store, a platform open to developers. SOA is to cars what Apple's App Store is to the iPhone. It opens up the hardware capabilities of cars for software developers to call in to achieve corresponding functions.</p><p>From the advent of iPhone 3G and the opening of Apple Store to third-party developers, there are now more than 5 million applications on Apple Store, thus Apple has the world's leading software ecosystem. With the support of a few sensors and actuators on Apple's mobile phone, iOS has been able to provide millions of applications, and the hardware complexity of cars far exceeds that of mobile phones. The imagination behind importing SOA platform into it is huge.</p><p>An ordinary user who doesn't know how to write code can generate personalized scenes that meet the user's needs by integrating the trigger conditions of various modules such as car windows, audio and ambient lights into his own APP. Upload the APP to the APP store and download it to the car, so that users can use it.</p><p>For example, when the car needs ventilation, the driver wants to open the external circulation of the car, and the two passengers wish to open the window and sunroof respectively, so that three different needs appear, and they can be completely realized by user self-customization. This is just the simplest way to play. Through the combination of multiple functions, it can theoretically produce a large number of brand-new applications, and ultimately expand the capabilities of smart cars.</p><p>Similar to the App Store, developers can use buyout or subscription charges when using the SOA platform to provide services to users. Developers make commercial gains, and car companies can also make profits. However, the SOA platform is still in its infancy, and how to formulate a business model is still unclear.</p><p>At present, SAIC Zero Beam and Weima are one of the few companies that choose to build SOA platform for the whole vehicle, while Nezha and Gaohe have mentioned the introduction of SOA concept, but the products have not landed at present.</p><p>Together with the first batch of developers, SAIC Zero Beam has developed dozens of exclusive application scenarios for intelligent cars, hundreds of users'\"thousands of people and thousands of faces\" mode, and some typical intelligent automobile applications. At present, the software of the platform can be used in SAIC's R car and Zhiji car.</p><p>Weimar applied the SOA platform in Weimar W6 vehicle, launched the custom programming function, with over 100 custom scenes, and the mobile phone terminal was synchronized with the vehicle terminal; Nezha S also based the whole system on SOA architecture, but the official launch time of the product may be in the second half of 2022.</p><p>Compared with these companies, SAIC and WM Motor's exploration on the SOA platform has products landing, among which SAIC's opening process runs faster, while WM Motor's landing time, that is, the car release time, is slightly earlier. However, Nezha has the slowest progress because the whole vehicle has not been announced.</p><p>Even so, the openness of SAIC's zero-beam SOA platform still has room for great improvement. \"Intelligent Relativity\" understands that its platform is divided into three modes. Two versions for ordinary users and third-party developers have been announced to the outside world, while the versions for OEMs and suppliers have not been specifically displayed.</p><p>As a key part of opening up, it is most difficult for car companies to achieve cross-brand and cross-model, which not only puts forward high requirements for the R&D engineer team, but also relates to the balance of interests with Tier1 and other OEMs. This also makes everyone look forward to SOA platform, see a lot of difficulties and challenges.</p><p><b>It is not easy to set up a \"stage\", and I am afraid that \"no one will sing or support\"</b></p><p>Another advantage through the SOA architecture is that the leadership of software development will return to car companies. As a result, car companies need a lot of R&D work and talent.</p><p>Insiders told \"Intelligent Relativity\", \"Architectural engineers are paid very highly, but they can't be recruited with a high salary, because this position has extremely high requirements for people, and he needs to have a professional understanding of cars and software.\"</p><p>At the beginning of the definition of the whole vehicle function, the whole SOA team must participate, which will cost a lot of money whether it is SAIC Zero Beam, WM Motor, Nezha or other car companies. However, apart from the technical level, there are still many practical problems, such as how can car companies attract developers to settle in the platform?</p><p>Taking SAIC Zero Beam SOA platform as an example, in order to achieve the original intention of letting more developers and even ordinary users continue to participate in software development, it is necessary to lower the entry threshold to expand the user base and help the platform atmosphere become active. After building services and functions, it will improve the quality of the whole platform to attract new developers, and ultimately feed back the SOA platform. Once it runs, there will be a \"flywheel effect\", forming a scale.</p><p>Many Internet phenomena are similar to this, such as take-out, shopping e-commerce, and online car-hailing platforms. The number of merchants and users are mutually promoted and premised on each other. In order to expand the scale of the two platforms, spending money subsidies is often a common practice of cold start.</p><p>It is indeed so, and developers can't always be \"generating electricity for love\". Similar to the App Store, making an incentive plan is a problem that car companies need to think about. It is difficult to avoid the early investment of car companies, and after that, how to divide the interests of users, developers and car companies is very important, which is related to the long-term survival of the platform.</p><p>Another key question is, how can car companies break the boundary? When developing, mobile phone developers only need to focus on Android and iOS systems, and then simply adapt the models. When the software gets on the bus, there are countless models and brands. Whether it is SAIC Zero Beam or Weima, at present, the platform is only landing on its models. In the future, the scale of developers will open up a new growth space, and there is no doubt that more friends will need to integrate into the platform.</p><p>The difficulty in this piece actually lies not in how the platform \"adapts\" to friends, but also in how the platform \"absorbs\" friends. The current trend of the automobile industry is that the underlying things such as traditional automobile hardware and intelligent hardware are gradually becoming open, standardized and supported by industrial scale. Instead, the competition between each company is the competition between the software layer and the service layer, which are all \"friends\" who don't want to lose.</p><p>In addition, security issues are also necessary considerations for the development of the platform. There are hundreds of hardware available on the car for software invocation, and considering driving safety, the fault tolerance rate of car software (such as crashes, crashes) is far lower than that of the App Store.</p><p>This means that some functions involving automobile sports and autonomous driving can't be opened to users, and can only be designed by OEMs with strong R&D capabilities. This also creates a contradictory fact: \"high-tech entry threshold\" and \"attracting more developers\" can't have both, because security must be guaranteed.</p><p>WM said that W6 users can create their own driving modes through \"WM Express\", including software and hardware settings preferred by users such as L2 driver assistance system, music, air conditioning temperature, seat adjustment, etc., and add and set them according to their own preferences. When SAIC Zero Beam introduced the platform, it talked more about the functions of life and entertainment systems.</p><p>The security level of the entertainment system function itself is lower than the requirements of other domains, which is the easiest to implement, while the opposite is completely the case in ADAS domain. Therefore, in the development trend of SOA platform, the functions need to be pushed and improved step by step by SAIC Zero Beam and Weimar until they are completely opened.</p><p><b>Soul torture: Everyone wants to do it, why do you succeed?</b></p><p>The ideal is full, but the reality is somewhat skinny. If car companies want to build the moat of SOA platform, the difficulty they face should not be underestimated. As mentioned earlier, SAIC, WM Motor, Nezha and Gaohe are also eager to try SOA architecture.</p><p>Of course, these are only currently known OEMs. Including Xiaomi, Didi, etc., more and more technology and Internet giants have begun to lay out the field of smart cars. From \"software-defined car\" to \"user-defined car\" has become a hot topic, and it is conceivable that Xiaomi and Didi attach importance to \"SOA\".</p><p>Xiaomi Didi has made a new related strategic extension by virtue of its advantages in hardware manufacturing and software operation in its original business fields. Among them, Xiaomi has a larger number of users behind it than traditional car companies, which can better support the commercial imagination of SOA platform.</p><p>The architecture of Xiaomi's car building is still unknown, but in the face of its huge number of \"rice noodles\", Xiaomi will undoubtedly attach importance to their opinions, and there is a high probability that \"SOA\" will be introduced. Through the SOA platform, \"rice noodles\" can generate personalized scenes that meet their car ownership preferences and driving habits, which is consistent with its emphasis on \"user participation\".</p><p>Compared with friends and businessmen, the advantage of SAIC Zero Beam and Weima lies in \"first-mover\", which will run out of a certain scale earlier. Wang Jun, president of Huawei Smart Car Solution BU, said at the SAIC Developers Conference that the wider the application range of the software platform, the lower the marginal cost. Scale is the most fundamental business logic to achieve profitability.</p><p>Although Baidu, Tencent, Huawei and many other technology Internet companies have talked about the possible cooperation between themselves and SAIC SOA, they and SAIC will have a competitive relationship in the future, and take these things in their own hands. Similarly, other car companies will also build their own SOA platforms. The development idea can be to expand outward or choose to use themselves, but it also means that SAIC and WM Motor SOA platforms will lose this part of the resources.</p><p>However, for small car companies, they will consider whether the scale of users can support the commercialization of self-built platforms. If they decide to use the platform of large car companies, they will weigh which platform ecology is better, so that every link of their own industrial chain is expected to benefit from it.</p><p>Therefore, absorbing these small car companies will be an important direction for SAIC and other large car companies to expand their \"circle of friends\" in the future. In the long run, SAIC's zero-beam SOA platform will be tested on other brands as it gradually opens up. Regardless of whether small car enterprises adopt their own platform, the first step can be to unify the interface standards, so that small car enterprises can integrate into the ecology.</p><p>Generally speaking, electrification and intelligence are building a new track for the next round of industrial competition, and SOA platform has become one of the keys for many car companies to grab the volume. Everyone wants to be an \"App Store\", but there may only be one in the end. At present, SAIC Zero Beam, WM Motor and other car companies are still in their infancy in the direction of \"SOA\", and the future competition format is still unknown. What we need to do is to let the \"bullets\" of car companies fly for a while.</p>","source":"tzw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SAIC and WM Motor make efforts to SOA, is it \"overtaking in corners\" under the switching dimension?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSAIC and WM Motor make efforts to SOA, is it \"overtaking in corners\" under the switching dimension?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">投中网</strong><span class=\"h-time small\">2021-04-27 12:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SOA philosophy may be the pawn of this change, which can make this change more natural. Since this year, SAIC, WM Motor, Lantu, Nezha, etc. have all mentioned SOA architecture when talking about smart cars. What made Apple's market cap of over $2 trillion?</p><p>Kevin Kelly once pointed out in his speech: \"The future technological innovation lies on the edge outside the mainstream. For example, when your tractor is getting better and better, the car may counterattack at another technical level. This is where the future lies.\" This sentence not only explains that Apple's innovation is a breakthrough in another dimension, but also invisibly reveals a possible change idea of the automobile industry.</p><p>In the post-epidemic era, SDV (software-defined car) became a bad word spoken by car companies, and then the saying \"user-defined car\" was born. However, car companies still want users to understand more. When the change is related to technology research and development, it is necessary to consider what concept to design the architecture to carry the software and give full play to the real value of SDV.</p><p>The SOA concept may be the pawn of this change, which can make this change more natural. Since this year, SAIC, WM Motor, Lantu, Nezha, etc. have all mentioned SOA architecture when talking about smart cars. This month, SAIC also held the Global SOA Platform Developers Conference. What signals does SOA architecture reveal for the industry when it is introduced into automobiles?</p><p><b>SOA sets up the \"stage\", and cars play the \"Apple APP\" style revolution</b></p><p>SOA is not a new term, and it has been tried in the automotive industry. In fact, Nio and XPeng are already trying to apply some SOA architecture design, such as the mature OTA function and remote diagnosis function, which are all within the application scope of SOA architecture.</p><p>Take the analogy of smart phones. Apple's mobile phones have a similar architecture, which is shown in the form of App Store, a platform open to developers. SOA is to cars what Apple's App Store is to the iPhone. It opens up the hardware capabilities of cars for software developers to call in to achieve corresponding functions.</p><p>From the advent of iPhone 3G and the opening of Apple Store to third-party developers, there are now more than 5 million applications on Apple Store, thus Apple has the world's leading software ecosystem. With the support of a few sensors and actuators on Apple's mobile phone, iOS has been able to provide millions of applications, and the hardware complexity of cars far exceeds that of mobile phones. The imagination behind importing SOA platform into it is huge.</p><p>An ordinary user who doesn't know how to write code can generate personalized scenes that meet the user's needs by integrating the trigger conditions of various modules such as car windows, audio and ambient lights into his own APP. Upload the APP to the APP store and download it to the car, so that users can use it.</p><p>For example, when the car needs ventilation, the driver wants to open the external circulation of the car, and the two passengers wish to open the window and sunroof respectively, so that three different needs appear, and they can be completely realized by user self-customization. This is just the simplest way to play. Through the combination of multiple functions, it can theoretically produce a large number of brand-new applications, and ultimately expand the capabilities of smart cars.</p><p>Similar to the App Store, developers can use buyout or subscription charges when using the SOA platform to provide services to users. Developers make commercial gains, and car companies can also make profits. However, the SOA platform is still in its infancy, and how to formulate a business model is still unclear.</p><p>At present, SAIC Zero Beam and Weima are one of the few companies that choose to build SOA platform for the whole vehicle, while Nezha and Gaohe have mentioned the introduction of SOA concept, but the products have not landed at present.</p><p>Together with the first batch of developers, SAIC Zero Beam has developed dozens of exclusive application scenarios for intelligent cars, hundreds of users'\"thousands of people and thousands of faces\" mode, and some typical intelligent automobile applications. At present, the software of the platform can be used in SAIC's R car and Zhiji car.</p><p>Weimar applied the SOA platform in Weimar W6 vehicle, launched the custom programming function, with over 100 custom scenes, and the mobile phone terminal was synchronized with the vehicle terminal; Nezha S also based the whole system on SOA architecture, but the official launch time of the product may be in the second half of 2022.</p><p>Compared with these companies, SAIC and WM Motor's exploration on the SOA platform has products landing, among which SAIC's opening process runs faster, while WM Motor's landing time, that is, the car release time, is slightly earlier. However, Nezha has the slowest progress because the whole vehicle has not been announced.</p><p>Even so, the openness of SAIC's zero-beam SOA platform still has room for great improvement. \"Intelligent Relativity\" understands that its platform is divided into three modes. Two versions for ordinary users and third-party developers have been announced to the outside world, while the versions for OEMs and suppliers have not been specifically displayed.</p><p>As a key part of opening up, it is most difficult for car companies to achieve cross-brand and cross-model, which not only puts forward high requirements for the R&D engineer team, but also relates to the balance of interests with Tier1 and other OEMs. This also makes everyone look forward to SOA platform, see a lot of difficulties and challenges.</p><p><b>It is not easy to set up a \"stage\", and I am afraid that \"no one will sing or support\"</b></p><p>Another advantage through the SOA architecture is that the leadership of software development will return to car companies. As a result, car companies need a lot of R&D work and talent.</p><p>Insiders told \"Intelligent Relativity\", \"Architectural engineers are paid very highly, but they can't be recruited with a high salary, because this position has extremely high requirements for people, and he needs to have a professional understanding of cars and software.\"</p><p>At the beginning of the definition of the whole vehicle function, the whole SOA team must participate, which will cost a lot of money whether it is SAIC Zero Beam, WM Motor, Nezha or other car companies. However, apart from the technical level, there are still many practical problems, such as how can car companies attract developers to settle in the platform?</p><p>Taking SAIC Zero Beam SOA platform as an example, in order to achieve the original intention of letting more developers and even ordinary users continue to participate in software development, it is necessary to lower the entry threshold to expand the user base and help the platform atmosphere become active. After building services and functions, it will improve the quality of the whole platform to attract new developers, and ultimately feed back the SOA platform. Once it runs, there will be a \"flywheel effect\", forming a scale.</p><p>Many Internet phenomena are similar to this, such as take-out, shopping e-commerce, and online car-hailing platforms. The number of merchants and users are mutually promoted and premised on each other. In order to expand the scale of the two platforms, spending money subsidies is often a common practice of cold start.</p><p>It is indeed so, and developers can't always be \"generating electricity for love\". Similar to the App Store, making an incentive plan is a problem that car companies need to think about. It is difficult to avoid the early investment of car companies, and after that, how to divide the interests of users, developers and car companies is very important, which is related to the long-term survival of the platform.</p><p>Another key question is, how can car companies break the boundary? When developing, mobile phone developers only need to focus on Android and iOS systems, and then simply adapt the models. When the software gets on the bus, there are countless models and brands. Whether it is SAIC Zero Beam or Weima, at present, the platform is only landing on its models. In the future, the scale of developers will open up a new growth space, and there is no doubt that more friends will need to integrate into the platform.</p><p>The difficulty in this piece actually lies not in how the platform \"adapts\" to friends, but also in how the platform \"absorbs\" friends. The current trend of the automobile industry is that the underlying things such as traditional automobile hardware and intelligent hardware are gradually becoming open, standardized and supported by industrial scale. Instead, the competition between each company is the competition between the software layer and the service layer, which are all \"friends\" who don't want to lose.</p><p>In addition, security issues are also necessary considerations for the development of the platform. There are hundreds of hardware available on the car for software invocation, and considering driving safety, the fault tolerance rate of car software (such as crashes, crashes) is far lower than that of the App Store.</p><p>This means that some functions involving automobile sports and autonomous driving can't be opened to users, and can only be designed by OEMs with strong R&D capabilities. This also creates a contradictory fact: \"high-tech entry threshold\" and \"attracting more developers\" can't have both, because security must be guaranteed.</p><p>WM said that W6 users can create their own driving modes through \"WM Express\", including software and hardware settings preferred by users such as L2 driver assistance system, music, air conditioning temperature, seat adjustment, etc., and add and set them according to their own preferences. When SAIC Zero Beam introduced the platform, it talked more about the functions of life and entertainment systems.</p><p>The security level of the entertainment system function itself is lower than the requirements of other domains, which is the easiest to implement, while the opposite is completely the case in ADAS domain. Therefore, in the development trend of SOA platform, the functions need to be pushed and improved step by step by SAIC Zero Beam and Weimar until they are completely opened.</p><p><b>Soul torture: Everyone wants to do it, why do you succeed?</b></p><p>The ideal is full, but the reality is somewhat skinny. If car companies want to build the moat of SOA platform, the difficulty they face should not be underestimated. As mentioned earlier, SAIC, WM Motor, Nezha and Gaohe are also eager to try SOA architecture.</p><p>Of course, these are only currently known OEMs. Including Xiaomi, Didi, etc., more and more technology and Internet giants have begun to lay out the field of smart cars. From \"software-defined car\" to \"user-defined car\" has become a hot topic, and it is conceivable that Xiaomi and Didi attach importance to \"SOA\".</p><p>Xiaomi Didi has made a new related strategic extension by virtue of its advantages in hardware manufacturing and software operation in its original business fields. Among them, Xiaomi has a larger number of users behind it than traditional car companies, which can better support the commercial imagination of SOA platform.</p><p>The architecture of Xiaomi's car building is still unknown, but in the face of its huge number of \"rice noodles\", Xiaomi will undoubtedly attach importance to their opinions, and there is a high probability that \"SOA\" will be introduced. Through the SOA platform, \"rice noodles\" can generate personalized scenes that meet their car ownership preferences and driving habits, which is consistent with its emphasis on \"user participation\".</p><p>Compared with friends and businessmen, the advantage of SAIC Zero Beam and Weima lies in \"first-mover\", which will run out of a certain scale earlier. Wang Jun, president of Huawei Smart Car Solution BU, said at the SAIC Developers Conference that the wider the application range of the software platform, the lower the marginal cost. Scale is the most fundamental business logic to achieve profitability.</p><p>Although Baidu, Tencent, Huawei and many other technology Internet companies have talked about the possible cooperation between themselves and SAIC SOA, they and SAIC will have a competitive relationship in the future, and take these things in their own hands. Similarly, other car companies will also build their own SOA platforms. The development idea can be to expand outward or choose to use themselves, but it also means that SAIC and WM Motor SOA platforms will lose this part of the resources.</p><p>However, for small car companies, they will consider whether the scale of users can support the commercialization of self-built platforms. If they decide to use the platform of large car companies, they will weigh which platform ecology is better, so that every link of their own industrial chain is expected to benefit from it.</p><p>Therefore, absorbing these small car companies will be an important direction for SAIC and other large car companies to expand their \"circle of friends\" in the future. In the long run, SAIC's zero-beam SOA platform will be tested on other brands as it gradually opens up. Regardless of whether small car enterprises adopt their own platform, the first step can be to unify the interface standards, so that small car enterprises can integrate into the ecology.</p><p>Generally speaking, electrification and intelligence are building a new track for the next round of industrial competition, and SOA platform has become one of the keys for many car companies to grab the volume. Everyone wants to be an \"App Store\", but there may only be one in the end. At present, SAIC Zero Beam, WM Motor and other car companies are still in their infancy in the direction of \"SOA\", and the future competition format is still unknown. What we need to do is to let the \"bullets\" of car companies fly for a while.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.chinaventure.com.cn/news/78-20210427-361891.html\">投中网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{},"source_url":"https://www.chinaventure.com.cn/news/78-20210427-361891.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171495583","content_text":"SOA理念可能就是这次变革的马前卒，可以让这场变革更加水到渠成。今年开始，上汽、威马、岚图、哪吒等谈及智能汽车时，都有提及SOA架构。\n\n是什么成就苹果超2万亿美元的市值？\n凯文·凯利曾在演讲时指出：“未来技术革新的所在，是在主流之外的边缘地带，比如当你的拖拉机越造越好的时候，汽车也许在另一个技术层面上逆袭。这就是未来的所在。”这句话不仅诠释苹果的创新是换一种维度的突破，也无形中道出汽车产业一种可能的变革思路。\n后疫情时代，SDV（软件定义汽车）成为被车企们讲烂的词汇，随后还诞生出“用户定义汽车”这一说法。但是，车企更多还是想让用户好理解罢了，当变革关乎到技术研发时，必然要考虑用什么理念设计架构以承载软件，发挥SDV的真正价值。\n而SOA理念可能就是这次变革的马前卒，可以让这场变革更加水到渠成。今年开始，上汽、威马、岚图、哪吒等谈及智能汽车时，都有提及SOA架构。这个月，上汽还举办了全球SOA平台开发者大会。SOA架构被引入汽车，透露出行业的哪些信号？\nSOA搭“戏台”，汽车玩起“苹果APP”式革命\nSOA并不是个新名词，在汽车行业也早有尝试。蔚来、小鹏实际上已经在尝试进行一些SOA架构设计的运用，比如目前已经较为成熟的OTA功能以及远程诊断功能，都在SOA架构的运用范畴之内。\n拿智能手机类比，苹果手机就具有相似的架构，表现出来的形式就是向开发者开放的平台——App Store。SOA之于汽车，就好比苹果App Store之于iPhone，它将汽车的硬件能力开放出来，供软件开发者调用，以实现相应的功能。\n从iPhone 3G问世并向第三方开发者开放Apple Store，到如今Apple Store上已经有超过500万应用，苹果由此拥有了全球领先的软件生态。在苹果手机上为数不多的传感器、执行器支持下，iOS已能够提供百万级应用，而汽车的硬件复杂程度远超手机，将SOA平台导入其中，背后的想象空间是巨大的。\n一个不懂编写代码的普通用户，可以通过将车窗、音响、氛围灯等各个模块的触发条件集合到自己的APP中，生成符合用户需求的个性化场景。APP上传到应用商店再下载到车上，用户便可使用。\n比如，车内需要透气时，司机希望打开汽车外循环，同时两位乘客分别希望打开车窗和天窗，这样就出现三个不同的需求，而它们完全可以通过用户自我定制来实现。这只是最简单的玩法，通过多种功能组合，理论上可产生海量全新的应用，最终拓展智能汽车的能力。\n类似于App Store，开发者利用SOA平台向用户提供服务时，可以采用买断式或订阅式收费。开发者取得商业收益，车企也可以获得利润。只是，SOA平台尚在起步阶段，如何制定商业模式还不明朗。\n目前选择将整车搭建SOA平台，上汽零束、威马是为数不多的两家，而哪吒、高合有提及引入SOA理念，不过产品目前没有落地。\n上汽零束已经与首批开发者一起，开发了几十个智能车专属应用场景，几百个用户“千人千面”模式，以及部分典型的汽车智能化应用，目前平台的软件可以在上汽旗下R汽车和智己汽车上通用。\n威马在威马W6汽车中应用SOA平台，上线了自定义编程功能，自定义场景超100个，手机端与车机端同步；哪吒S也将整个系统基于SOA架构，不过产品正式上市时间可能在2022年下半年。\n对比这几家，上汽、威马在SOA平台上的探索是有产品落地的，其中上汽的开放进程跑得更快，威马的落地时间即汽车发布时间则稍早一些。而哪吒因为整车未公布，进度最慢。\n即便如此，上汽零束SOA平台的开放性都仍有大幅提升空间。「智能相对论」了解到，其平台分为三种模式，面向普通用户、第三方开发者的两种版本已对外界公布，而面向OEM和供应商的版本并未具体展示。\n作为走向开放的关键部分，车企想让其实现跨品牌、跨车型是最为困难的，不仅对研发工程师团队提出高要求，而且还要关系到和Tier1、其他OEM的利益权衡。这也让大家期待SOA平台时，看到了很多的困难和挑战。\n搭“戏台”不易，还怕“没人唱戏、没人捧场”\n通过SOA架构，还有一层好处是，软件的开发主导权会回归车企。随之而来的是，车企需要大量研发工作，也需要人才。\n业内人士告诉「智能相对论」，“架构工程师薪酬就很高，可不是开高薪就能招到的，因为这个职位对人的要求极高，他要对车和软件都有专业的理解。”\n在整车功能定义初期，整个SOA团队就必须要参与进来，这个无论是上汽零束、威马、哪吒，还是其他车企都要花费一大笔钱。但除开技术层面，之后还有许多现实问题存在，比如车企如何吸引开发者入驻平台？\n以上汽零束SOA平台为例，若要达到让更多开发者甚至普通用户，持续参与软件开发的初衷，需要降低进入门槛来扩大用户基数，帮助平台氛围活跃起来。打造好服务和功能后，再带动整个平台质量提高以吸引新的开发者，最终反哺SOA平台。一旦运转起来就会有“飞轮效应”，形成规模化。\n许多互联网现象都与此类似，比如外卖、拼购电商、网约车平台，商家量和用户量是相互促进、互为前提的。平台为了扩大两者规模，砸钱补贴往往是冷启动常见的做法。\n事实的确如此，开发者不可能一直是“为爱发电”。类似于App Store，做好激励方案是车企需要思考的问题。车企前期投入难以避免，而之后，用户、开发者、车企三者之间的利益如何划分十分重要，这关乎到平台的长期生存。\n还有一个关键问题是，车企如何打破边界？手机软件开发者在开发时，只需要围绕安卓和iOS两个系统，再简单进行机型适配即可。而软件上车时，有着数不清的车型、品牌。无论是上汽零束还是威马，目前平台还只是落地在旗下车型，未来开发者规模要打开新的增长空间，无疑需要更多友商融入平台。\n这一块的困难其实不在于平台如何“适配”友商，更在于平台如何“吸纳”友商。汽车行业当下的趋势是，传统汽车硬件、智能化硬件这类底层的东西逐渐变成开放的、标准化、有产业规模支撑的。各家的竞争反而是软件层和服务层的竞争，它们都是“友商”不愿失去的。\n此外，安全问题也是平台发展的必要考量。汽车上有数百个硬件可供软件调用，考虑到驾驶安全，因此汽车软件的容错率（如闪退、崩溃）要远远低于App Store。\n这就意味着，一些涉及汽车运动、自动驾驶的功能无法开放给用户，只能交由研发能力强的OEM自己设计。这也就产生一个矛盾的事实：“高技术准入门槛”和“吸引更多开发者”不可兼得，因为安全必须得到保证。\n威马表示，W6用户可以通过“威马快捷”，创建属于自己的驾驶模式，包括L2驾驶辅助系统、音乐、空调温度、座椅调整等用户偏好的软硬件设置，按照自己的喜好进行添加和设置。而上汽零束在介绍平台时，具体谈的更多也是生活、娱乐系统功能。\n娱乐系统功能本身的安全等级低于其他域的要求，是最为容易实现的，而ADAS域内则完全相反。所以在SOA平台发展趋势中，功能需要上汽零束、威马一步一步去推、去完善，直至完全打通。\n灵魂拷问：大家都想做，凭什么你成功？\n理想很丰满，现实却有些骨感。车企若想建立起SOA平台这条护城河，其面临的难度不可小觑。此前提及到，盯住其巨大潜能的车企已有上汽、威马，哪吒、高合也对SOA架构跃跃欲试。\n当然，这些只是目前已知的主机厂。包括小米、滴滴等在内，愈多科技互联网巨头开始布局智能汽车领域。从“软件定义汽车”到“用户定义汽车”成为热门，小米、滴滴们重视“SOA”是可以想象的。\n小米滴滴凭借在原有业务领域的硬件制造、软件运营等优势，造车算是做了一次新相关战略延伸。其中小米背后有着比传统车企更庞大的用户量，更能够支撑起SOA平台的商业化想象。\n小米造车的体系架构目前尚不可知，但面对其数量庞大的“米粉”们，小米无疑会重视他们的意见，很大概率会引入“SOA”。通过SOA平台，“米粉”可以生成符合自己拥车偏好及驾驶习惯的个性化场景，这与其强调“用户参与感”是相契合的。\n相比于友商们，上汽零束、威马的优势在于“先发”，会更早地跑出一定规模。华为智能汽车解决方案BU总裁王军在上汽开发者大会就表示，软件平台应用范围越广，边际成本越低。规模化俨然是实现盈利最根本的商业逻辑。\n尽管百度、腾讯、华为等多家科技互联网公司都谈到自身与上汽SOA之间的可能性合作，但它们和上汽未来更会是竞合关系，把这些东西掌握在自己手里。同样地，其他车企也会搭建自己的SOA平台，发展思路可以是向外扩张或者选择自用，但也意味着上汽、威马SOA平台失去这部分资源。\n可是对于小车企而言，它们会去考虑用户规模能否支撑自建平台做好商业化。若决定使用大型车企的平台，它们会去权衡哪个平台生态做得更好，这样自身产业链每一环都有望从中受益。\n因此，吸纳这部分小车企会是将来上汽等大型车企扩大“朋友圈”的重要方向。长期来看，随着上汽零束SOA平台逐步开放，其将会在其他品牌车上测试。无论小车企是否采用自己的平台，第一步可以先把接口标准统一，便于小车企融入生态。\n总的来看，电动化、智能化正在构筑起下一轮产业竞争的新赛道，而SOA平台成为一众车企抢夺声量的关键之一。人人都想做“App Store”，可最后可能只会有一个，目前上汽零束、威马等车企在“SOA”方向尚处起步阶段，未来竞争业态仍是未知。而我们需要做的则是，让车企的“子弹”再飞一会儿。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374297687,"gmtCreate":1619447401349,"gmtModify":1704724071825,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"Amd","listText":"Amd","text":"Amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/374297687","repostId":"1118351228","repostType":4,"repost":{"id":"1118351228","kind":"news","pubTimestamp":1619446237,"share":"https://ttm.financial/m/news/1118351228?lang=en_US&edition=fundamental","pubTime":"2021-04-26 22:10","market":"us","language":"zh","title":"PC Demand Continues to Be Strong, Can AMD Keep High Growth in First Quarter Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1118351228","media":"智通财经","summary":"市场预期AMD第一季度营收为32亿美元，同比增长62%。","content":"<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>The first quarter results of fiscal 2021 will be announced on April 27th after the U.S. stock market bell (early morning on April 28th, Beijing time).</p><p>Performance Expectations</p><p>The market expects AMD to report revenue of $3.2 billion in the first quarter, up 62% year over year, and forecast earnings of $0.44 per share, up 143% year over year.</p><p>Continue to benefit from increased demand for PCs</p><p>Personal computers are growing at 55% and 32% annually, respectively, according to IDC and Gartner. Deutsche Bank analyst Ross Seymore believes that AMD's C&G (computing and graphics) business may bring surprises, \"although its growth will be constrained by continued foundry supply.\"</p><p>According to Seymore<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>Looking at the reported earnings (both companies' earnings beat market expectations), AMD will continue to benefit from the continued strong demand for server CPUs, game consoles, notebook/desktop CPUs, and bulk graphics cards. Over the past year, AMD has benefited from the trend of working from home. Any fear that this push will fade with reopening is clearly misguided.</p><p>Semi-custom processors to drive company performance</p><p>Researcher Zacks expects AMD's Q1 results to benefit from the strong performance of its EPYC processors. EPYC processors have been widely used in cloud computing, enterprise, and high performance computing (HPC) customers. The strength of its EPYC processors may have had a positive impact on server revenue growth for the upcoming quarter.</p><p>In the EESC (Enterprise, Embedded and Semi-Custom) business, AMD expects revenue from the Semi-Custom business to benefit from increased production due to strong demand for Xbox Series X, Xbox Series S and PlayStation 5 consoles.</p><p>Additionally, AMD could also benefit from the steady momentum of Ryzen, Radeon, and semi-custom processors. Driven by trends in working from home and online education, these processors are being heavily used in the cloud, gaming, PC, and data center verticals.</p><p>Zacks notes that increased product development expenses could adversely affect profit margin growth in the first quarter due to increasing competition from Nvidia (NVDA.US) and Intel (INTC.US).</p><p>What Wall Street Says About AMD</p><p>Analyst Chris Caso at Raymond James has a \"stronger than market\" rating and $100 price target on AMD. The analyst believes the latest technology roadmap shows that AMD and its foundry partners, at least through 2024<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The production process will be ahead of Intel.</p><p>Gus Richard, an analyst at investment bank Northland, reiterated AMD's \"overweight\" rating and target price of $96. He believes TSMC's technology will solidify AMD's leading position in x86 process technology for the foreseeable future.</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PC Demand Continues to Be Strong, Can AMD Keep High Growth in First Quarter Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPC Demand Continues to Be Strong, Can AMD Keep High Growth in First Quarter Results\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-04-26 22:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>The first quarter results of fiscal 2021 will be announced on April 27th after the U.S. stock market bell (early morning on April 28th, Beijing time).</p><p>Performance Expectations</p><p>The market expects AMD to report revenue of $3.2 billion in the first quarter, up 62% year over year, and forecast earnings of $0.44 per share, up 143% year over year.</p><p>Continue to benefit from increased demand for PCs</p><p>Personal computers are growing at 55% and 32% annually, respectively, according to IDC and Gartner. Deutsche Bank analyst Ross Seymore believes that AMD's C&G (computing and graphics) business may bring surprises, \"although its growth will be constrained by continued foundry supply.\"</p><p>According to Seymore<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>Looking at the reported earnings (both companies' earnings beat market expectations), AMD will continue to benefit from the continued strong demand for server CPUs, game consoles, notebook/desktop CPUs, and bulk graphics cards. Over the past year, AMD has benefited from the trend of working from home. Any fear that this push will fade with reopening is clearly misguided.</p><p>Semi-custom processors to drive company performance</p><p>Researcher Zacks expects AMD's Q1 results to benefit from the strong performance of its EPYC processors. EPYC processors have been widely used in cloud computing, enterprise, and high performance computing (HPC) customers. The strength of its EPYC processors may have had a positive impact on server revenue growth for the upcoming quarter.</p><p>In the EESC (Enterprise, Embedded and Semi-Custom) business, AMD expects revenue from the Semi-Custom business to benefit from increased production due to strong demand for Xbox Series X, Xbox Series S and PlayStation 5 consoles.</p><p>Additionally, AMD could also benefit from the steady momentum of Ryzen, Radeon, and semi-custom processors. Driven by trends in working from home and online education, these processors are being heavily used in the cloud, gaming, PC, and data center verticals.</p><p>Zacks notes that increased product development expenses could adversely affect profit margin growth in the first quarter due to increasing competition from Nvidia (NVDA.US) and Intel (INTC.US).</p><p>What Wall Street Says About AMD</p><p>Analyst Chris Caso at Raymond James has a \"stronger than market\" rating and $100 price target on AMD. The analyst believes the latest technology roadmap shows that AMD and its foundry partners, at least through 2024<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The production process will be ahead of Intel.</p><p>Gus Richard, an analyst at investment bank Northland, reiterated AMD's \"overweight\" rating and target price of $96. He believes TSMC's technology will solidify AMD's leading position in x86 process technology for the foreseeable future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/457706.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.zhitongcaijing.com/content/detail/457706.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1118351228","content_text":"AMD将于4月27日美股盘后（北京时间4月28日清晨）公布2021财年第一季度业绩。\n业绩预期\n市场预期AMD第一季度营收为32亿美元，同比增长62%，预计每股收益为0.44美元，同比增长143%。\n继续受益于PC的需求增长\nIDC和Gartner的数据显示，个人电脑的年增长率分别为55%和32%。德银分析师Ross Seymore认为，AMD的C&G(计算和图形)业务可能会带来惊喜，“尽管其增长会受到持续的代工供应限制。”\nSeymore表示，根据英伟达和英特尔公布的财报来看（两家公司的财报都超出了市场预期），AMD将继续从服务器CPU、游戏机、笔记本/台式机CPU和散装显卡的持续强劲需求中受益。在过去的一年里，AMD从居家办公的趋势中受益。任何担心随着重新开放，这股推动力会消退的想法显然是错误的。\n半定制处理器将推动公司业绩\n研究机构Zacks预计AMD Q1的业绩将受益于其EPYC处理器的强劲表现。EPYC处理器已经在云计算、企业和高性能计算(HPC)客户中得到了广泛的应用。其EPYC处理器的强势可能对即将公布的季度服务器收入增长产生了积极影响。\n在EESC(企业、嵌入式和半定制)业务方面，AMD预计，由于对Xbox系列X、Xbox系列S和PlayStation 5游戏机的强劲需求导致产量增加，半定制业务的收入将从中受益。\n此外，AMD还可能从Ryzen、Radeon和半定制处理器的稳定势头中获益。受在家办公和在线教育趋势的推动，这些处理器正在云、游戏、PC和数据中心垂直领域大量使用。\nZacks指出，由于来自英伟达(NVDA.US)和英特尔(INTC.US)竞争的日益激烈，产品开发费用的增加可能会对一季度的利润率的增长产生不利影响。\n华尔街对AMD的看法\nRaymond James的分析师Chris Caso给予AMD“强于大市”评级和目标价100美元。该分析师认为最新的技术路线图显示，至少到2024年，AMD和其代工合作伙伴台积电的生产工艺都将领先英特尔。\n投行Northland分析师Gus Richard则重申AMD了的“增持”评级和目标价96美元。他认为台积电的技术在可预见的未来将巩固AMD在x86工艺技术的领先地位。","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374378219,"gmtCreate":1619424935531,"gmtModify":1704723618354,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"Facebook","listText":"Facebook","text":"Facebook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374378219","repostId":"2130390532","repostType":4,"isVote":1,"tweetType":1,"viewCount":3201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374371974,"gmtCreate":1619424827498,"gmtModify":1704723616573,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"Facebook&nbsp;","listText":"Facebook&nbsp;","text":"Facebook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374371974","repostId":"2130390532","repostType":4,"isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372753844,"gmtCreate":1619246784688,"gmtModify":1704721816011,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"nio power","listText":"nio power","text":"nio power","images":[{"img":"https://static.tigerbbs.com/db5739fcde2383f08b2a8d9706de024b","width":"1080","height":"3244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372753844","isVote":1,"tweetType":1,"viewCount":1896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":376152381,"gmtCreate":1619099417643,"gmtModify":1704719637428,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"Hi hi","listText":"Hi hi","text":"Hi 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Inc.(FUBO)$Nice","images":[{"img":"https://static.tigerbbs.com/f7e9894e316cb883b0cd5b63fb2952a2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376124820","isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559273327530556","authorId":"3559273327530556","name":"Kelten","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3559273327530556","idStr":"3559273327530556"},"content":"That's a good copy, ?","text":"That's a good copy, ?","html":"That's a good copy, 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Inc.(FUBO)$Nice","images":[{"img":"https://static.tigerbbs.com/f7e9894e316cb883b0cd5b63fb2952a2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376124820","isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559273327530556","authorId":"3559273327530556","name":"Kelten","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3559273327530556","idStr":"3559273327530556"},"content":"That's a good copy, ?","text":"That's a good copy, ?","html":"That's a good copy, 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22:10","market":"us","language":"zh","title":"PC Demand Continues to Be Strong, Can AMD Keep High Growth in First Quarter Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1118351228","media":"智通财经","summary":"市场预期AMD第一季度营收为32亿美元，同比增长62%。","content":"<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>The first quarter results of fiscal 2021 will be announced on April 27th after the U.S. stock market bell (early morning on April 28th, Beijing time).</p><p>Performance Expectations</p><p>The market expects AMD to report revenue of $3.2 billion in the first quarter, up 62% year over year, and forecast earnings of $0.44 per share, up 143% year over year.</p><p>Continue to benefit from increased demand for PCs</p><p>Personal computers are growing at 55% and 32% annually, respectively, according to IDC and Gartner. Deutsche Bank analyst Ross Seymore believes that AMD's C&G (computing and graphics) business may bring surprises, \"although its growth will be constrained by continued foundry supply.\"</p><p>According to Seymore<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>Looking at the reported earnings (both companies' earnings beat market expectations), AMD will continue to benefit from the continued strong demand for server CPUs, game consoles, notebook/desktop CPUs, and bulk graphics cards. Over the past year, AMD has benefited from the trend of working from home. Any fear that this push will fade with reopening is clearly misguided.</p><p>Semi-custom processors to drive company performance</p><p>Researcher Zacks expects AMD's Q1 results to benefit from the strong performance of its EPYC processors. EPYC processors have been widely used in cloud computing, enterprise, and high performance computing (HPC) customers. The strength of its EPYC processors may have had a positive impact on server revenue growth for the upcoming quarter.</p><p>In the EESC (Enterprise, Embedded and Semi-Custom) business, AMD expects revenue from the Semi-Custom business to benefit from increased production due to strong demand for Xbox Series X, Xbox Series S and PlayStation 5 consoles.</p><p>Additionally, AMD could also benefit from the steady momentum of Ryzen, Radeon, and semi-custom processors. Driven by trends in working from home and online education, these processors are being heavily used in the cloud, gaming, PC, and data center verticals.</p><p>Zacks notes that increased product development expenses could adversely affect profit margin growth in the first quarter due to increasing competition from Nvidia (NVDA.US) and Intel (INTC.US).</p><p>What Wall Street Says About AMD</p><p>Analyst Chris Caso at Raymond James has a \"stronger than market\" rating and $100 price target on AMD. The analyst believes the latest technology roadmap shows that AMD and its foundry partners, at least through 2024<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The production process will be ahead of Intel.</p><p>Gus Richard, an analyst at investment bank Northland, reiterated AMD's \"overweight\" rating and target price of $96. He believes TSMC's technology will solidify AMD's leading position in x86 process technology for the foreseeable future.</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PC Demand Continues to Be Strong, Can AMD Keep High Growth in First Quarter Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPC Demand Continues to Be Strong, Can AMD Keep High Growth in First Quarter Results\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-04-26 22:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>The first quarter results of fiscal 2021 will be announced on April 27th after the U.S. stock market bell (early morning on April 28th, Beijing time).</p><p>Performance Expectations</p><p>The market expects AMD to report revenue of $3.2 billion in the first quarter, up 62% year over year, and forecast earnings of $0.44 per share, up 143% year over year.</p><p>Continue to benefit from increased demand for PCs</p><p>Personal computers are growing at 55% and 32% annually, respectively, according to IDC and Gartner. Deutsche Bank analyst Ross Seymore believes that AMD's C&G (computing and graphics) business may bring surprises, \"although its growth will be constrained by continued foundry supply.\"</p><p>According to Seymore<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>Looking at the reported earnings (both companies' earnings beat market expectations), AMD will continue to benefit from the continued strong demand for server CPUs, game consoles, notebook/desktop CPUs, and bulk graphics cards. Over the past year, AMD has benefited from the trend of working from home. Any fear that this push will fade with reopening is clearly misguided.</p><p>Semi-custom processors to drive company performance</p><p>Researcher Zacks expects AMD's Q1 results to benefit from the strong performance of its EPYC processors. EPYC processors have been widely used in cloud computing, enterprise, and high performance computing (HPC) customers. The strength of its EPYC processors may have had a positive impact on server revenue growth for the upcoming quarter.</p><p>In the EESC (Enterprise, Embedded and Semi-Custom) business, AMD expects revenue from the Semi-Custom business to benefit from increased production due to strong demand for Xbox Series X, Xbox Series S and PlayStation 5 consoles.</p><p>Additionally, AMD could also benefit from the steady momentum of Ryzen, Radeon, and semi-custom processors. Driven by trends in working from home and online education, these processors are being heavily used in the cloud, gaming, PC, and data center verticals.</p><p>Zacks notes that increased product development expenses could adversely affect profit margin growth in the first quarter due to increasing competition from Nvidia (NVDA.US) and Intel (INTC.US).</p><p>What Wall Street Says About AMD</p><p>Analyst Chris Caso at Raymond James has a \"stronger than market\" rating and $100 price target on AMD. The analyst believes the latest technology roadmap shows that AMD and its foundry partners, at least through 2024<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The production process will be ahead of Intel.</p><p>Gus Richard, an analyst at investment bank Northland, reiterated AMD's \"overweight\" rating and target price of $96. He believes TSMC's technology will solidify AMD's leading position in x86 process technology for the foreseeable future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/457706.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.zhitongcaijing.com/content/detail/457706.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1118351228","content_text":"AMD将于4月27日美股盘后（北京时间4月28日清晨）公布2021财年第一季度业绩。\n业绩预期\n市场预期AMD第一季度营收为32亿美元，同比增长62%，预计每股收益为0.44美元，同比增长143%。\n继续受益于PC的需求增长\nIDC和Gartner的数据显示，个人电脑的年增长率分别为55%和32%。德银分析师Ross Seymore认为，AMD的C&G(计算和图形)业务可能会带来惊喜，“尽管其增长会受到持续的代工供应限制。”\nSeymore表示，根据英伟达和英特尔公布的财报来看（两家公司的财报都超出了市场预期），AMD将继续从服务器CPU、游戏机、笔记本/台式机CPU和散装显卡的持续强劲需求中受益。在过去的一年里，AMD从居家办公的趋势中受益。任何担心随着重新开放，这股推动力会消退的想法显然是错误的。\n半定制处理器将推动公司业绩\n研究机构Zacks预计AMD Q1的业绩将受益于其EPYC处理器的强劲表现。EPYC处理器已经在云计算、企业和高性能计算(HPC)客户中得到了广泛的应用。其EPYC处理器的强势可能对即将公布的季度服务器收入增长产生了积极影响。\n在EESC(企业、嵌入式和半定制)业务方面，AMD预计，由于对Xbox系列X、Xbox系列S和PlayStation 5游戏机的强劲需求导致产量增加，半定制业务的收入将从中受益。\n此外，AMD还可能从Ryzen、Radeon和半定制处理器的稳定势头中获益。受在家办公和在线教育趋势的推动，这些处理器正在云、游戏、PC和数据中心垂直领域大量使用。\nZacks指出，由于来自英伟达(NVDA.US)和英特尔(INTC.US)竞争的日益激烈，产品开发费用的增加可能会对一季度的利润率的增长产生不利影响。\n华尔街对AMD的看法\nRaymond James的分析师Chris Caso给予AMD“强于大市”评级和目标价100美元。该分析师认为最新的技术路线图显示，至少到2024年，AMD和其代工合作伙伴台积电的生产工艺都将领先英特尔。\n投行Northland分析师Gus Richard则重申AMD了的“增持”评级和目标价96美元。他认为台积电的技术在可预见的未来将巩固AMD在x86工艺技术的领先地位。","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459337666658472,"gmtCreate":1753149866621,"gmtModify":1753149868520,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/OPEN 20250919 4.0 PUT\">$OPEN 20250919 4.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/OPEN 20250919 4.0 PUT\">$OPEN 20250919 4.0 PUT$</a>&nbsp;","text":"$OPEN 20250919 4.0 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gogogo","images":[{"img":"https://static.tigerbbs.com/e7be8d95bd47550a294363103982625f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103443812","isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":397183094280280,"gmtCreate":1737993939423,"gmtModify":1737993941248,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397183094280280","isVote":1,"tweetType":1,"viewCount":2881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334154866651368,"gmtCreate":1722614212459,"gmtModify":1722614215535,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334154866651368","isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109872093,"gmtCreate":1619686614612,"gmtModify":1704728005570,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"nio power","listText":"nio power","text":"nio power","images":[{"img":"https://static.tigerbbs.com/b475bcdeb82d4c05821aebdb214b9d4a","width":"1080","height":"3244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109872093","isVote":1,"tweetType":1,"viewCount":3130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377362223,"gmtCreate":1619497863562,"gmtModify":1704724948585,"author":{"id":"3578184756684851","authorId":"3578184756684851","name":"股票王者","avatar":"https://community-static.tradeup.com/news/711321091942172fa2cd608fec84af12","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578184756684851","idStr":"3578184756684851"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377362223","repostId":"1171495583","repostType":4,"repost":{"id":"1171495583","kind":"news","pubTimestamp":1619497808,"share":"https://ttm.financial/m/news/1171495583?lang=en_US&edition=fundamental","pubTime":"2021-04-27 12:30","market":"sh","language":"zh","title":"SAIC and WM Motor make efforts to SOA, is it \"overtaking in corners\" under the switching dimension?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171495583","media":"投中网","summary":"SOA理念可能就是这次变革的马前卒，可以让这场变革更加水到渠成。今年开始，上汽、威马、岚图、哪吒等谈及智能汽车时，都有提及SOA架构。\n\n是什么成就苹果超2万亿美元的市值？\n凯文·凯利曾在演讲时指出：","content":"<p>SOA philosophy may be the pawn of this change, which can make this change more natural. Since this year, SAIC, WM Motor, Lantu, Nezha, etc. have all mentioned SOA architecture when talking about smart cars. What made Apple's market cap of over $2 trillion?</p><p>Kevin Kelly once pointed out in his speech: \"The future technological innovation lies on the edge outside the mainstream. For example, when your tractor is getting better and better, the car may counterattack at another technical level. This is where the future lies.\" This sentence not only explains that Apple's innovation is a breakthrough in another dimension, but also invisibly reveals a possible change idea of the automobile industry.</p><p>In the post-epidemic era, SDV (software-defined car) became a bad word spoken by car companies, and then the saying \"user-defined car\" was born. However, car companies still want users to understand more. When the change is related to technology research and development, it is necessary to consider what concept to design the architecture to carry the software and give full play to the real value of SDV.</p><p>The SOA concept may be the pawn of this change, which can make this change more natural. Since this year, SAIC, WM Motor, Lantu, Nezha, etc. have all mentioned SOA architecture when talking about smart cars. This month, SAIC also held the Global SOA Platform Developers Conference. What signals does SOA architecture reveal for the industry when it is introduced into automobiles?</p><p><b>SOA sets up the \"stage\", and cars play the \"Apple APP\" style revolution</b></p><p>SOA is not a new term, and it has been tried in the automotive industry. In fact, Nio and XPeng are already trying to apply some SOA architecture design, such as the mature OTA function and remote diagnosis function, which are all within the application scope of SOA architecture.</p><p>Take the analogy of smart phones. Apple's mobile phones have a similar architecture, which is shown in the form of App Store, a platform open to developers. SOA is to cars what Apple's App Store is to the iPhone. It opens up the hardware capabilities of cars for software developers to call in to achieve corresponding functions.</p><p>From the advent of iPhone 3G and the opening of Apple Store to third-party developers, there are now more than 5 million applications on Apple Store, thus Apple has the world's leading software ecosystem. With the support of a few sensors and actuators on Apple's mobile phone, iOS has been able to provide millions of applications, and the hardware complexity of cars far exceeds that of mobile phones. The imagination behind importing SOA platform into it is huge.</p><p>An ordinary user who doesn't know how to write code can generate personalized scenes that meet the user's needs by integrating the trigger conditions of various modules such as car windows, audio and ambient lights into his own APP. Upload the APP to the APP store and download it to the car, so that users can use it.</p><p>For example, when the car needs ventilation, the driver wants to open the external circulation of the car, and the two passengers wish to open the window and sunroof respectively, so that three different needs appear, and they can be completely realized by user self-customization. This is just the simplest way to play. Through the combination of multiple functions, it can theoretically produce a large number of brand-new applications, and ultimately expand the capabilities of smart cars.</p><p>Similar to the App Store, developers can use buyout or subscription charges when using the SOA platform to provide services to users. Developers make commercial gains, and car companies can also make profits. However, the SOA platform is still in its infancy, and how to formulate a business model is still unclear.</p><p>At present, SAIC Zero Beam and Weima are one of the few companies that choose to build SOA platform for the whole vehicle, while Nezha and Gaohe have mentioned the introduction of SOA concept, but the products have not landed at present.</p><p>Together with the first batch of developers, SAIC Zero Beam has developed dozens of exclusive application scenarios for intelligent cars, hundreds of users'\"thousands of people and thousands of faces\" mode, and some typical intelligent automobile applications. At present, the software of the platform can be used in SAIC's R car and Zhiji car.</p><p>Weimar applied the SOA platform in Weimar W6 vehicle, launched the custom programming function, with over 100 custom scenes, and the mobile phone terminal was synchronized with the vehicle terminal; Nezha S also based the whole system on SOA architecture, but the official launch time of the product may be in the second half of 2022.</p><p>Compared with these companies, SAIC and WM Motor's exploration on the SOA platform has products landing, among which SAIC's opening process runs faster, while WM Motor's landing time, that is, the car release time, is slightly earlier. However, Nezha has the slowest progress because the whole vehicle has not been announced.</p><p>Even so, the openness of SAIC's zero-beam SOA platform still has room for great improvement. \"Intelligent Relativity\" understands that its platform is divided into three modes. Two versions for ordinary users and third-party developers have been announced to the outside world, while the versions for OEMs and suppliers have not been specifically displayed.</p><p>As a key part of opening up, it is most difficult for car companies to achieve cross-brand and cross-model, which not only puts forward high requirements for the R&D engineer team, but also relates to the balance of interests with Tier1 and other OEMs. This also makes everyone look forward to SOA platform, see a lot of difficulties and challenges.</p><p><b>It is not easy to set up a \"stage\", and I am afraid that \"no one will sing or support\"</b></p><p>Another advantage through the SOA architecture is that the leadership of software development will return to car companies. As a result, car companies need a lot of R&D work and talent.</p><p>Insiders told \"Intelligent Relativity\", \"Architectural engineers are paid very highly, but they can't be recruited with a high salary, because this position has extremely high requirements for people, and he needs to have a professional understanding of cars and software.\"</p><p>At the beginning of the definition of the whole vehicle function, the whole SOA team must participate, which will cost a lot of money whether it is SAIC Zero Beam, WM Motor, Nezha or other car companies. However, apart from the technical level, there are still many practical problems, such as how can car companies attract developers to settle in the platform?</p><p>Taking SAIC Zero Beam SOA platform as an example, in order to achieve the original intention of letting more developers and even ordinary users continue to participate in software development, it is necessary to lower the entry threshold to expand the user base and help the platform atmosphere become active. After building services and functions, it will improve the quality of the whole platform to attract new developers, and ultimately feed back the SOA platform. Once it runs, there will be a \"flywheel effect\", forming a scale.</p><p>Many Internet phenomena are similar to this, such as take-out, shopping e-commerce, and online car-hailing platforms. The number of merchants and users are mutually promoted and premised on each other. In order to expand the scale of the two platforms, spending money subsidies is often a common practice of cold start.</p><p>It is indeed so, and developers can't always be \"generating electricity for love\". Similar to the App Store, making an incentive plan is a problem that car companies need to think about. It is difficult to avoid the early investment of car companies, and after that, how to divide the interests of users, developers and car companies is very important, which is related to the long-term survival of the platform.</p><p>Another key question is, how can car companies break the boundary? When developing, mobile phone developers only need to focus on Android and iOS systems, and then simply adapt the models. When the software gets on the bus, there are countless models and brands. Whether it is SAIC Zero Beam or Weima, at present, the platform is only landing on its models. In the future, the scale of developers will open up a new growth space, and there is no doubt that more friends will need to integrate into the platform.</p><p>The difficulty in this piece actually lies not in how the platform \"adapts\" to friends, but also in how the platform \"absorbs\" friends. The current trend of the automobile industry is that the underlying things such as traditional automobile hardware and intelligent hardware are gradually becoming open, standardized and supported by industrial scale. Instead, the competition between each company is the competition between the software layer and the service layer, which are all \"friends\" who don't want to lose.</p><p>In addition, security issues are also necessary considerations for the development of the platform. There are hundreds of hardware available on the car for software invocation, and considering driving safety, the fault tolerance rate of car software (such as crashes, crashes) is far lower than that of the App Store.</p><p>This means that some functions involving automobile sports and autonomous driving can't be opened to users, and can only be designed by OEMs with strong R&D capabilities. This also creates a contradictory fact: \"high-tech entry threshold\" and \"attracting more developers\" can't have both, because security must be guaranteed.</p><p>WM said that W6 users can create their own driving modes through \"WM Express\", including software and hardware settings preferred by users such as L2 driver assistance system, music, air conditioning temperature, seat adjustment, etc., and add and set them according to their own preferences. When SAIC Zero Beam introduced the platform, it talked more about the functions of life and entertainment systems.</p><p>The security level of the entertainment system function itself is lower than the requirements of other domains, which is the easiest to implement, while the opposite is completely the case in ADAS domain. Therefore, in the development trend of SOA platform, the functions need to be pushed and improved step by step by SAIC Zero Beam and Weimar until they are completely opened.</p><p><b>Soul torture: Everyone wants to do it, why do you succeed?</b></p><p>The ideal is full, but the reality is somewhat skinny. If car companies want to build the moat of SOA platform, the difficulty they face should not be underestimated. As mentioned earlier, SAIC, WM Motor, Nezha and Gaohe are also eager to try SOA architecture.</p><p>Of course, these are only currently known OEMs. Including Xiaomi, Didi, etc., more and more technology and Internet giants have begun to lay out the field of smart cars. From \"software-defined car\" to \"user-defined car\" has become a hot topic, and it is conceivable that Xiaomi and Didi attach importance to \"SOA\".</p><p>Xiaomi Didi has made a new related strategic extension by virtue of its advantages in hardware manufacturing and software operation in its original business fields. Among them, Xiaomi has a larger number of users behind it than traditional car companies, which can better support the commercial imagination of SOA platform.</p><p>The architecture of Xiaomi's car building is still unknown, but in the face of its huge number of \"rice noodles\", Xiaomi will undoubtedly attach importance to their opinions, and there is a high probability that \"SOA\" will be introduced. Through the SOA platform, \"rice noodles\" can generate personalized scenes that meet their car ownership preferences and driving habits, which is consistent with its emphasis on \"user participation\".</p><p>Compared with friends and businessmen, the advantage of SAIC Zero Beam and Weima lies in \"first-mover\", which will run out of a certain scale earlier. Wang Jun, president of Huawei Smart Car Solution BU, said at the SAIC Developers Conference that the wider the application range of the software platform, the lower the marginal cost. Scale is the most fundamental business logic to achieve profitability.</p><p>Although Baidu, Tencent, Huawei and many other technology Internet companies have talked about the possible cooperation between themselves and SAIC SOA, they and SAIC will have a competitive relationship in the future, and take these things in their own hands. Similarly, other car companies will also build their own SOA platforms. The development idea can be to expand outward or choose to use themselves, but it also means that SAIC and WM Motor SOA platforms will lose this part of the resources.</p><p>However, for small car companies, they will consider whether the scale of users can support the commercialization of self-built platforms. If they decide to use the platform of large car companies, they will weigh which platform ecology is better, so that every link of their own industrial chain is expected to benefit from it.</p><p>Therefore, absorbing these small car companies will be an important direction for SAIC and other large car companies to expand their \"circle of friends\" in the future. In the long run, SAIC's zero-beam SOA platform will be tested on other brands as it gradually opens up. Regardless of whether small car enterprises adopt their own platform, the first step can be to unify the interface standards, so that small car enterprises can integrate into the ecology.</p><p>Generally speaking, electrification and intelligence are building a new track for the next round of industrial competition, and SOA platform has become one of the keys for many car companies to grab the volume. Everyone wants to be an \"App Store\", but there may only be one in the end. At present, SAIC Zero Beam, WM Motor and other car companies are still in their infancy in the direction of \"SOA\", and the future competition format is still unknown. What we need to do is to let the \"bullets\" of car companies fly for a while.</p>","source":"tzw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SAIC and WM Motor make efforts to SOA, is it \"overtaking in corners\" under the switching dimension?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSAIC and WM Motor make efforts to SOA, is it \"overtaking in corners\" under the switching dimension?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">投中网</strong><span class=\"h-time small\">2021-04-27 12:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SOA philosophy may be the pawn of this change, which can make this change more natural. Since this year, SAIC, WM Motor, Lantu, Nezha, etc. have all mentioned SOA architecture when talking about smart cars. What made Apple's market cap of over $2 trillion?</p><p>Kevin Kelly once pointed out in his speech: \"The future technological innovation lies on the edge outside the mainstream. For example, when your tractor is getting better and better, the car may counterattack at another technical level. This is where the future lies.\" This sentence not only explains that Apple's innovation is a breakthrough in another dimension, but also invisibly reveals a possible change idea of the automobile industry.</p><p>In the post-epidemic era, SDV (software-defined car) became a bad word spoken by car companies, and then the saying \"user-defined car\" was born. However, car companies still want users to understand more. When the change is related to technology research and development, it is necessary to consider what concept to design the architecture to carry the software and give full play to the real value of SDV.</p><p>The SOA concept may be the pawn of this change, which can make this change more natural. Since this year, SAIC, WM Motor, Lantu, Nezha, etc. have all mentioned SOA architecture when talking about smart cars. This month, SAIC also held the Global SOA Platform Developers Conference. What signals does SOA architecture reveal for the industry when it is introduced into automobiles?</p><p><b>SOA sets up the \"stage\", and cars play the \"Apple APP\" style revolution</b></p><p>SOA is not a new term, and it has been tried in the automotive industry. In fact, Nio and XPeng are already trying to apply some SOA architecture design, such as the mature OTA function and remote diagnosis function, which are all within the application scope of SOA architecture.</p><p>Take the analogy of smart phones. Apple's mobile phones have a similar architecture, which is shown in the form of App Store, a platform open to developers. SOA is to cars what Apple's App Store is to the iPhone. It opens up the hardware capabilities of cars for software developers to call in to achieve corresponding functions.</p><p>From the advent of iPhone 3G and the opening of Apple Store to third-party developers, there are now more than 5 million applications on Apple Store, thus Apple has the world's leading software ecosystem. With the support of a few sensors and actuators on Apple's mobile phone, iOS has been able to provide millions of applications, and the hardware complexity of cars far exceeds that of mobile phones. The imagination behind importing SOA platform into it is huge.</p><p>An ordinary user who doesn't know how to write code can generate personalized scenes that meet the user's needs by integrating the trigger conditions of various modules such as car windows, audio and ambient lights into his own APP. Upload the APP to the APP store and download it to the car, so that users can use it.</p><p>For example, when the car needs ventilation, the driver wants to open the external circulation of the car, and the two passengers wish to open the window and sunroof respectively, so that three different needs appear, and they can be completely realized by user self-customization. This is just the simplest way to play. Through the combination of multiple functions, it can theoretically produce a large number of brand-new applications, and ultimately expand the capabilities of smart cars.</p><p>Similar to the App Store, developers can use buyout or subscription charges when using the SOA platform to provide services to users. Developers make commercial gains, and car companies can also make profits. However, the SOA platform is still in its infancy, and how to formulate a business model is still unclear.</p><p>At present, SAIC Zero Beam and Weima are one of the few companies that choose to build SOA platform for the whole vehicle, while Nezha and Gaohe have mentioned the introduction of SOA concept, but the products have not landed at present.</p><p>Together with the first batch of developers, SAIC Zero Beam has developed dozens of exclusive application scenarios for intelligent cars, hundreds of users'\"thousands of people and thousands of faces\" mode, and some typical intelligent automobile applications. At present, the software of the platform can be used in SAIC's R car and Zhiji car.</p><p>Weimar applied the SOA platform in Weimar W6 vehicle, launched the custom programming function, with over 100 custom scenes, and the mobile phone terminal was synchronized with the vehicle terminal; Nezha S also based the whole system on SOA architecture, but the official launch time of the product may be in the second half of 2022.</p><p>Compared with these companies, SAIC and WM Motor's exploration on the SOA platform has products landing, among which SAIC's opening process runs faster, while WM Motor's landing time, that is, the car release time, is slightly earlier. However, Nezha has the slowest progress because the whole vehicle has not been announced.</p><p>Even so, the openness of SAIC's zero-beam SOA platform still has room for great improvement. \"Intelligent Relativity\" understands that its platform is divided into three modes. Two versions for ordinary users and third-party developers have been announced to the outside world, while the versions for OEMs and suppliers have not been specifically displayed.</p><p>As a key part of opening up, it is most difficult for car companies to achieve cross-brand and cross-model, which not only puts forward high requirements for the R&D engineer team, but also relates to the balance of interests with Tier1 and other OEMs. This also makes everyone look forward to SOA platform, see a lot of difficulties and challenges.</p><p><b>It is not easy to set up a \"stage\", and I am afraid that \"no one will sing or support\"</b></p><p>Another advantage through the SOA architecture is that the leadership of software development will return to car companies. As a result, car companies need a lot of R&D work and talent.</p><p>Insiders told \"Intelligent Relativity\", \"Architectural engineers are paid very highly, but they can't be recruited with a high salary, because this position has extremely high requirements for people, and he needs to have a professional understanding of cars and software.\"</p><p>At the beginning of the definition of the whole vehicle function, the whole SOA team must participate, which will cost a lot of money whether it is SAIC Zero Beam, WM Motor, Nezha or other car companies. However, apart from the technical level, there are still many practical problems, such as how can car companies attract developers to settle in the platform?</p><p>Taking SAIC Zero Beam SOA platform as an example, in order to achieve the original intention of letting more developers and even ordinary users continue to participate in software development, it is necessary to lower the entry threshold to expand the user base and help the platform atmosphere become active. After building services and functions, it will improve the quality of the whole platform to attract new developers, and ultimately feed back the SOA platform. Once it runs, there will be a \"flywheel effect\", forming a scale.</p><p>Many Internet phenomena are similar to this, such as take-out, shopping e-commerce, and online car-hailing platforms. The number of merchants and users are mutually promoted and premised on each other. In order to expand the scale of the two platforms, spending money subsidies is often a common practice of cold start.</p><p>It is indeed so, and developers can't always be \"generating electricity for love\". Similar to the App Store, making an incentive plan is a problem that car companies need to think about. It is difficult to avoid the early investment of car companies, and after that, how to divide the interests of users, developers and car companies is very important, which is related to the long-term survival of the platform.</p><p>Another key question is, how can car companies break the boundary? When developing, mobile phone developers only need to focus on Android and iOS systems, and then simply adapt the models. When the software gets on the bus, there are countless models and brands. Whether it is SAIC Zero Beam or Weima, at present, the platform is only landing on its models. In the future, the scale of developers will open up a new growth space, and there is no doubt that more friends will need to integrate into the platform.</p><p>The difficulty in this piece actually lies not in how the platform \"adapts\" to friends, but also in how the platform \"absorbs\" friends. The current trend of the automobile industry is that the underlying things such as traditional automobile hardware and intelligent hardware are gradually becoming open, standardized and supported by industrial scale. Instead, the competition between each company is the competition between the software layer and the service layer, which are all \"friends\" who don't want to lose.</p><p>In addition, security issues are also necessary considerations for the development of the platform. There are hundreds of hardware available on the car for software invocation, and considering driving safety, the fault tolerance rate of car software (such as crashes, crashes) is far lower than that of the App Store.</p><p>This means that some functions involving automobile sports and autonomous driving can't be opened to users, and can only be designed by OEMs with strong R&D capabilities. This also creates a contradictory fact: \"high-tech entry threshold\" and \"attracting more developers\" can't have both, because security must be guaranteed.</p><p>WM said that W6 users can create their own driving modes through \"WM Express\", including software and hardware settings preferred by users such as L2 driver assistance system, music, air conditioning temperature, seat adjustment, etc., and add and set them according to their own preferences. When SAIC Zero Beam introduced the platform, it talked more about the functions of life and entertainment systems.</p><p>The security level of the entertainment system function itself is lower than the requirements of other domains, which is the easiest to implement, while the opposite is completely the case in ADAS domain. Therefore, in the development trend of SOA platform, the functions need to be pushed and improved step by step by SAIC Zero Beam and Weimar until they are completely opened.</p><p><b>Soul torture: Everyone wants to do it, why do you succeed?</b></p><p>The ideal is full, but the reality is somewhat skinny. If car companies want to build the moat of SOA platform, the difficulty they face should not be underestimated. As mentioned earlier, SAIC, WM Motor, Nezha and Gaohe are also eager to try SOA architecture.</p><p>Of course, these are only currently known OEMs. Including Xiaomi, Didi, etc., more and more technology and Internet giants have begun to lay out the field of smart cars. From \"software-defined car\" to \"user-defined car\" has become a hot topic, and it is conceivable that Xiaomi and Didi attach importance to \"SOA\".</p><p>Xiaomi Didi has made a new related strategic extension by virtue of its advantages in hardware manufacturing and software operation in its original business fields. Among them, Xiaomi has a larger number of users behind it than traditional car companies, which can better support the commercial imagination of SOA platform.</p><p>The architecture of Xiaomi's car building is still unknown, but in the face of its huge number of \"rice noodles\", Xiaomi will undoubtedly attach importance to their opinions, and there is a high probability that \"SOA\" will be introduced. Through the SOA platform, \"rice noodles\" can generate personalized scenes that meet their car ownership preferences and driving habits, which is consistent with its emphasis on \"user participation\".</p><p>Compared with friends and businessmen, the advantage of SAIC Zero Beam and Weima lies in \"first-mover\", which will run out of a certain scale earlier. Wang Jun, president of Huawei Smart Car Solution BU, said at the SAIC Developers Conference that the wider the application range of the software platform, the lower the marginal cost. Scale is the most fundamental business logic to achieve profitability.</p><p>Although Baidu, Tencent, Huawei and many other technology Internet companies have talked about the possible cooperation between themselves and SAIC SOA, they and SAIC will have a competitive relationship in the future, and take these things in their own hands. Similarly, other car companies will also build their own SOA platforms. The development idea can be to expand outward or choose to use themselves, but it also means that SAIC and WM Motor SOA platforms will lose this part of the resources.</p><p>However, for small car companies, they will consider whether the scale of users can support the commercialization of self-built platforms. If they decide to use the platform of large car companies, they will weigh which platform ecology is better, so that every link of their own industrial chain is expected to benefit from it.</p><p>Therefore, absorbing these small car companies will be an important direction for SAIC and other large car companies to expand their \"circle of friends\" in the future. In the long run, SAIC's zero-beam SOA platform will be tested on other brands as it gradually opens up. Regardless of whether small car enterprises adopt their own platform, the first step can be to unify the interface standards, so that small car enterprises can integrate into the ecology.</p><p>Generally speaking, electrification and intelligence are building a new track for the next round of industrial competition, and SOA platform has become one of the keys for many car companies to grab the volume. Everyone wants to be an \"App Store\", but there may only be one in the end. At present, SAIC Zero Beam, WM Motor and other car companies are still in their infancy in the direction of \"SOA\", and the future competition format is still unknown. What we need to do is to let the \"bullets\" of car companies fly for a while.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.chinaventure.com.cn/news/78-20210427-361891.html\">投中网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{},"source_url":"https://www.chinaventure.com.cn/news/78-20210427-361891.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171495583","content_text":"SOA理念可能就是这次变革的马前卒，可以让这场变革更加水到渠成。今年开始，上汽、威马、岚图、哪吒等谈及智能汽车时，都有提及SOA架构。\n\n是什么成就苹果超2万亿美元的市值？\n凯文·凯利曾在演讲时指出：“未来技术革新的所在，是在主流之外的边缘地带，比如当你的拖拉机越造越好的时候，汽车也许在另一个技术层面上逆袭。这就是未来的所在。”这句话不仅诠释苹果的创新是换一种维度的突破，也无形中道出汽车产业一种可能的变革思路。\n后疫情时代，SDV（软件定义汽车）成为被车企们讲烂的词汇，随后还诞生出“用户定义汽车”这一说法。但是，车企更多还是想让用户好理解罢了，当变革关乎到技术研发时，必然要考虑用什么理念设计架构以承载软件，发挥SDV的真正价值。\n而SOA理念可能就是这次变革的马前卒，可以让这场变革更加水到渠成。今年开始，上汽、威马、岚图、哪吒等谈及智能汽车时，都有提及SOA架构。这个月，上汽还举办了全球SOA平台开发者大会。SOA架构被引入汽车，透露出行业的哪些信号？\nSOA搭“戏台”，汽车玩起“苹果APP”式革命\nSOA并不是个新名词，在汽车行业也早有尝试。蔚来、小鹏实际上已经在尝试进行一些SOA架构设计的运用，比如目前已经较为成熟的OTA功能以及远程诊断功能，都在SOA架构的运用范畴之内。\n拿智能手机类比，苹果手机就具有相似的架构，表现出来的形式就是向开发者开放的平台——App Store。SOA之于汽车，就好比苹果App Store之于iPhone，它将汽车的硬件能力开放出来，供软件开发者调用，以实现相应的功能。\n从iPhone 3G问世并向第三方开发者开放Apple Store，到如今Apple Store上已经有超过500万应用，苹果由此拥有了全球领先的软件生态。在苹果手机上为数不多的传感器、执行器支持下，iOS已能够提供百万级应用，而汽车的硬件复杂程度远超手机，将SOA平台导入其中，背后的想象空间是巨大的。\n一个不懂编写代码的普通用户，可以通过将车窗、音响、氛围灯等各个模块的触发条件集合到自己的APP中，生成符合用户需求的个性化场景。APP上传到应用商店再下载到车上，用户便可使用。\n比如，车内需要透气时，司机希望打开汽车外循环，同时两位乘客分别希望打开车窗和天窗，这样就出现三个不同的需求，而它们完全可以通过用户自我定制来实现。这只是最简单的玩法，通过多种功能组合，理论上可产生海量全新的应用，最终拓展智能汽车的能力。\n类似于App Store，开发者利用SOA平台向用户提供服务时，可以采用买断式或订阅式收费。开发者取得商业收益，车企也可以获得利润。只是，SOA平台尚在起步阶段，如何制定商业模式还不明朗。\n目前选择将整车搭建SOA平台，上汽零束、威马是为数不多的两家，而哪吒、高合有提及引入SOA理念，不过产品目前没有落地。\n上汽零束已经与首批开发者一起，开发了几十个智能车专属应用场景，几百个用户“千人千面”模式，以及部分典型的汽车智能化应用，目前平台的软件可以在上汽旗下R汽车和智己汽车上通用。\n威马在威马W6汽车中应用SOA平台，上线了自定义编程功能，自定义场景超100个，手机端与车机端同步；哪吒S也将整个系统基于SOA架构，不过产品正式上市时间可能在2022年下半年。\n对比这几家，上汽、威马在SOA平台上的探索是有产品落地的，其中上汽的开放进程跑得更快，威马的落地时间即汽车发布时间则稍早一些。而哪吒因为整车未公布，进度最慢。\n即便如此，上汽零束SOA平台的开放性都仍有大幅提升空间。「智能相对论」了解到，其平台分为三种模式，面向普通用户、第三方开发者的两种版本已对外界公布，而面向OEM和供应商的版本并未具体展示。\n作为走向开放的关键部分，车企想让其实现跨品牌、跨车型是最为困难的，不仅对研发工程师团队提出高要求，而且还要关系到和Tier1、其他OEM的利益权衡。这也让大家期待SOA平台时，看到了很多的困难和挑战。\n搭“戏台”不易，还怕“没人唱戏、没人捧场”\n通过SOA架构，还有一层好处是，软件的开发主导权会回归车企。随之而来的是，车企需要大量研发工作，也需要人才。\n业内人士告诉「智能相对论」，“架构工程师薪酬就很高，可不是开高薪就能招到的，因为这个职位对人的要求极高，他要对车和软件都有专业的理解。”\n在整车功能定义初期，整个SOA团队就必须要参与进来，这个无论是上汽零束、威马、哪吒，还是其他车企都要花费一大笔钱。但除开技术层面，之后还有许多现实问题存在，比如车企如何吸引开发者入驻平台？\n以上汽零束SOA平台为例，若要达到让更多开发者甚至普通用户，持续参与软件开发的初衷，需要降低进入门槛来扩大用户基数，帮助平台氛围活跃起来。打造好服务和功能后，再带动整个平台质量提高以吸引新的开发者，最终反哺SOA平台。一旦运转起来就会有“飞轮效应”，形成规模化。\n许多互联网现象都与此类似，比如外卖、拼购电商、网约车平台，商家量和用户量是相互促进、互为前提的。平台为了扩大两者规模，砸钱补贴往往是冷启动常见的做法。\n事实的确如此，开发者不可能一直是“为爱发电”。类似于App Store，做好激励方案是车企需要思考的问题。车企前期投入难以避免，而之后，用户、开发者、车企三者之间的利益如何划分十分重要，这关乎到平台的长期生存。\n还有一个关键问题是，车企如何打破边界？手机软件开发者在开发时，只需要围绕安卓和iOS两个系统，再简单进行机型适配即可。而软件上车时，有着数不清的车型、品牌。无论是上汽零束还是威马，目前平台还只是落地在旗下车型，未来开发者规模要打开新的增长空间，无疑需要更多友商融入平台。\n这一块的困难其实不在于平台如何“适配”友商，更在于平台如何“吸纳”友商。汽车行业当下的趋势是，传统汽车硬件、智能化硬件这类底层的东西逐渐变成开放的、标准化、有产业规模支撑的。各家的竞争反而是软件层和服务层的竞争，它们都是“友商”不愿失去的。\n此外，安全问题也是平台发展的必要考量。汽车上有数百个硬件可供软件调用，考虑到驾驶安全，因此汽车软件的容错率（如闪退、崩溃）要远远低于App Store。\n这就意味着，一些涉及汽车运动、自动驾驶的功能无法开放给用户，只能交由研发能力强的OEM自己设计。这也就产生一个矛盾的事实：“高技术准入门槛”和“吸引更多开发者”不可兼得，因为安全必须得到保证。\n威马表示，W6用户可以通过“威马快捷”，创建属于自己的驾驶模式，包括L2驾驶辅助系统、音乐、空调温度、座椅调整等用户偏好的软硬件设置，按照自己的喜好进行添加和设置。而上汽零束在介绍平台时，具体谈的更多也是生活、娱乐系统功能。\n娱乐系统功能本身的安全等级低于其他域的要求，是最为容易实现的，而ADAS域内则完全相反。所以在SOA平台发展趋势中，功能需要上汽零束、威马一步一步去推、去完善，直至完全打通。\n灵魂拷问：大家都想做，凭什么你成功？\n理想很丰满，现实却有些骨感。车企若想建立起SOA平台这条护城河，其面临的难度不可小觑。此前提及到，盯住其巨大潜能的车企已有上汽、威马，哪吒、高合也对SOA架构跃跃欲试。\n当然，这些只是目前已知的主机厂。包括小米、滴滴等在内，愈多科技互联网巨头开始布局智能汽车领域。从“软件定义汽车”到“用户定义汽车”成为热门，小米、滴滴们重视“SOA”是可以想象的。\n小米滴滴凭借在原有业务领域的硬件制造、软件运营等优势，造车算是做了一次新相关战略延伸。其中小米背后有着比传统车企更庞大的用户量，更能够支撑起SOA平台的商业化想象。\n小米造车的体系架构目前尚不可知，但面对其数量庞大的“米粉”们，小米无疑会重视他们的意见，很大概率会引入“SOA”。通过SOA平台，“米粉”可以生成符合自己拥车偏好及驾驶习惯的个性化场景，这与其强调“用户参与感”是相契合的。\n相比于友商们，上汽零束、威马的优势在于“先发”，会更早地跑出一定规模。华为智能汽车解决方案BU总裁王军在上汽开发者大会就表示，软件平台应用范围越广，边际成本越低。规模化俨然是实现盈利最根本的商业逻辑。\n尽管百度、腾讯、华为等多家科技互联网公司都谈到自身与上汽SOA之间的可能性合作，但它们和上汽未来更会是竞合关系，把这些东西掌握在自己手里。同样地，其他车企也会搭建自己的SOA平台，发展思路可以是向外扩张或者选择自用，但也意味着上汽、威马SOA平台失去这部分资源。\n可是对于小车企而言，它们会去考虑用户规模能否支撑自建平台做好商业化。若决定使用大型车企的平台，它们会去权衡哪个平台生态做得更好，这样自身产业链每一环都有望从中受益。\n因此，吸纳这部分小车企会是将来上汽等大型车企扩大“朋友圈”的重要方向。长期来看，随着上汽零束SOA平台逐步开放，其将会在其他品牌车上测试。无论小车企是否采用自己的平台，第一步可以先把接口标准统一，便于小车企融入生态。\n总的来看，电动化、智能化正在构筑起下一轮产业竞争的新赛道，而SOA平台成为一众车企抢夺声量的关键之一。人人都想做“App Store”，可最后可能只会有一个，目前上汽零束、威马等车企在“SOA”方向尚处起步阶段，未来竞争业态仍是未知。而我们需要做的则是，让车企的“子弹”再飞一会儿。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}