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Jackychua

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- JackychuaJackychua
  ·2023-04-12
  Very good for the share[Great]
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- JackychuaJackychua
  ·2022-11-13
  Gd
  3.76K Comment
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- JackychuaJackychua
  ·2022-11-06
  Gd
  Sorry, this post has been deleted
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- JackychuaJackychua
  ·2022-11-06
  👍
  3 Stocks That Warren Buffett, Cathie Wood, and Wall Street All Like Right Now
  This unlikely trio usually aren't on the same page. But they are with these three stocks.
  3 Stocks That Warren Buffett, Cathie Wood, and Wall Street All Like Right Now
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- JackychuaJackychua
  ·2022-09-13
  Yes
  Grab’s Share Price Has Tumbled 70% Since its IPO: Is it Poised for a Rebound?
  It’s been a rough time for growth stocks this past year, and Grab Holdings(NASDAQ: GRAB) has not esc
  Grab’s Share Price Has Tumbled 70% Since its IPO: Is it Poised for a Rebound?
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- JackychuaJackychua
  ·2021-07-31
  Gd!
  Liquidity Madness! Fed's reverse repo tool usage exceeds $1 trillion for the first time
  国金融系统内的流动性过剩有多严重？看一看刚刚创历史新高的美联储逆回购工具用量。纽约联储数据显示，美东时间7月30日周五，共有86名对手方在美联储的隔夜固定利率逆回购中接纳了总计1.039394万亿美
  Liquidity Madness! Fed's reverse repo tool usage exceeds $1 trillion for the first time
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- JackychuaJackychua
  ·2021-06-17
  ?
  WSB concept stocks rallied during trading, with AMC Cinemas rising over 10%.
  6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。
  WSB concept stocks rallied during trading, with AMC Cinemas rising over 10%.
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- JackychuaJackychua
  ·2021-04-27
  Gd.
  Is SAIC, WM Motor, and others focusing on SOA a "leapfrog development" under the shift in dimensions?
  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。是什么成就苹果超2万亿美元的市值？凯文·凯利曾在演讲时指出：
  Is SAIC, WM Motor, and others focusing on SOA a "leapfrog development" under the shift in dimensions?
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But they are with these three stocks.","content":"<div>\n<p>Red, white, and turquoise. Sausage, egg, and chocolate. Mickey Mouse, Donald Duck, and Wolverine. All three are unlikely trios.I'll add another to the mix: Warren Buffett, Cathie Wood, and Wall Street...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/05/3-stocks-that-warren-buffett-cathie-wood-and-wall/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>3 Stocks That Warren Buffett, Cathie Wood, and Wall Street All Like Right Now</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n3 Stocks That Warren Buffett, Cathie Wood, and Wall Street All Like Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-06 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/05/3-stocks-that-warren-buffett-cathie-wood-and-wall/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Red, white, and turquoise. Sausage, egg, and chocolate. Mickey Mouse, Donald Duck, and Wolverine. All three are unlikely trios.I'll add another to the mix: Warren Buffett, Cathie Wood, and Wall Street...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/05/3-stocks-that-warren-buffett-cathie-wood-and-wall/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR","GM":"通用汽车","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/11/05/3-stocks-that-warren-buffett-cathie-wood-and-wall/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281651091","content_text":"Red, white, and turquoise. Sausage, egg, and chocolate. Mickey Mouse, Donald Duck, and Wolverine. All three are unlikely trios.I'll add another to the mix: Warren Buffett, Cathie Wood, and Wall Street analysts. They aren't on the same page very often. But that doesn't mean they don't have any areas of agreement. Here are three stocks that Buffett, Wood, and Wall Street all like right now.1. AmazonBerkshire Hathaway (BRK.A 0.75%) (BRK.B 1.27%) opened a position in Amazon (AMZN 1.88%) in 2019. Granted, it was other investment managers doing the buying rather than Buffett himself. However, Buffett clearly likes Amazon, referring to himself as an \"idiot\" for not buying the stock sooner.Wood seems to be a budding admirer of Amazon as well. The stock ranks No. 15 among the holdings of her ARK Space Exploration & Innovation ETF (ARKX 1.25%). And Wall Street still loves Amazon. 43 of the 47 analysts surveyed by Refinitiv think the stock is either a buy or a strong buy.However, many other investors appear to have soured on the e-commerce and cloud giant. Amazon's shares have plunged more than 40% year to date, with the company's weak fourth-quarter guidance especially causing concerns.But there were several positives with Amazon's disappointing third-quarter update. The company's long-term prospects remain bright. Don't be surprised if Buffett, Wood, and Wall Street all prove to be right about the beaten-down stock.2. BYDBerkshire owns an 18.9% stake in Chinese electric vehicle (EV) maker BYD (BYDDY -0.49%). Wood's ARK Autonomous Technology & Robotics ETF (ARKQ 0.57%) owns a sizable position in the stock as well. And the average 12-month price target for BYD among analysts surveyed by Refinitiv reflects an upside potential of around 50%.To be sure, Buffett's and Wood's enthusiasm levels about BYD appear to have waned somewhat. Berkshire and ARKQ have sold shares in recent months.They're not alone. After rising more than 20% year to date by early July, BYD's shares have been in a virtual freefall, sinking over 40% from the peak.The company should still have tremendous growth opportunities in the EV market. However, investors definitely have reasons to be leery about Chinese stocks right now.3. General MotorsBYD isn't the only automotive stock that Buffett, Wood, and Wall Street like. General Motors (GM 1.27%) also appears to be in favor with the unlikely trio.Berkshire currently owns around 3.7% of GM. Wood's ARKQ ETF owns more than 250,000 shares of the auto giant and added to its position in September. Only two of the 24 Wall Street analysts surveyed by Refinitiv think the stock will underperform. The consensus 12-month price target for GM is around 23% higher than the current share price.The bad news for GM is that there's a lot of economic uncertainty. Inflation remains high. Interest rates continue to rise. Many expect that a recession is on the way. That's not a great picture for an automaker that depends on consumers' willingness and ability to make high-dollar purchases.But there's a solid argument that now is a good time to buy GM stock. The company plans to aggressively ramp up its production of electric vehicles over the next several years. The current headwinds won't last forever. With GM's shares trading at only 6.4 times expected earnings, Buffett, Wood, and Wall Street just might have found a diamond in the rough.","news_type":1,"symbols_score_info":{"AMZN":0.9,"GM":0.9,"BYDDY":0.9}},"isVote":1,"tweetType":1,"viewCount":4978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935350434,"gmtCreate":1663035396429,"gmtModify":1676537188254,"author":{"id":"3582021985778477","authorId":"3582021985778477","name":"Jackychua","avatar":"https://static.tigerbbs.com/da85c2e9479860997fd43352bd76a7d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582021985778477","idStr":"3582021985778477"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935350434","repostId":"1101966294","repostType":4,"repost":{"id":"1101966294","kind":"news","pubTimestamp":1663034206,"share":"https://ttm.financial/m/news/1101966294?lang=en_US&edition=fundamental","pubTime":"2022-09-13 09:56","market":"us","language":"en","title":"Grab’s Share Price Has Tumbled 70% Since its IPO: Is it Poised for a Rebound?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101966294","media":"The Smart Investor","summary":"It’s been a rough time for growth stocks this past year, and Grab Holdings(NASDAQ: GRAB) has not esc","content":"<div>\n<p>It’s been a rough time for growth stocks this past year, and Grab Holdings(NASDAQ: GRAB) has not escaped the carnage.The high-profile ride-hailing cum food delivery company’s share price has skidded ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/grabs-share-price-has-tumbled-70-since-its-ipo-is-it-poised-for-a-rebound/\">Source Link</a>\n\n</div>\n","source":"lsy1602567310727","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>Grab’s Share Price Has Tumbled 70% Since its IPO: Is it Poised for a Rebound?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nGrab’s Share Price Has Tumbled 70% Since its IPO: Is it Poised for a Rebound?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/grabs-share-price-has-tumbled-70-since-its-ipo-is-it-poised-for-a-rebound/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a rough time for growth stocks this past year, and Grab Holdings(NASDAQ: GRAB) has not escaped the carnage.The high-profile ride-hailing cum food delivery company’s share price has skidded ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/grabs-share-price-has-tumbled-70-since-its-ipo-is-it-poised-for-a-rebound/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://thesmartinvestor.com.sg/grabs-share-price-has-tumbled-70-since-its-ipo-is-it-poised-for-a-rebound/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101966294","content_text":"It’s been a rough time for growth stocks this past year, and Grab Holdings(NASDAQ: GRAB) has not escaped the carnage.The high-profile ride-hailing cum food delivery company’s share price has skidded nearly 70% since it went public via a combination with a special purpose acquisition company(SPAC) in early December last year.Grab’s super app offers a variety of services but the company continues to struggle to turn a profit.The digital services company released its 2022’s second quarter (2Q2022) earnings recently and disclosed that it was also going into advertising (GrabAds) and mapping and location-based services (GrabMaps).Blue-chip telco Singtel(SGX: Z74) has also partnered with Grab to launch a digital bank, GXS Bank, after clinching the Singaporedigital full bank licence in December 2020.With so much going on, could shares of the company be poised for a rebound?A mixed set of financials2Q2022 saw Grab’s revenue surge 79% year on year to US$321 million as the company enjoyed broad-based revenue growth across all its divisions.Its Deliveries segment saw revenue soar nearly three-fold year on year from US$45 million to US$134 million due to contributions from Jaya Grocer, a mass-premium supermarket chain in Malaysia, that Grab acquired a majority stake in January this year.For its Mobility division, revenue rose 37% year on year to US$161 million in line with a surge in domestic and international travel and easing restrictions for offices and leisure commutes.Together, both divisions make up close to 92% of Grab’s total revenue.However, Grab continued to report losses for the quarter, though the loss had reduced by 29% year on year from US$801 million to US$572 million.It didn’t help that the ride-hailing company continued to burn cash.The first half of 2022 (1H2022) saw negative free cash flow (FCF) of US$744 million, more than double the US$325 million negative FCF in the prior year.Improved operating metricsAlthough Grab’s financial numbers were weak, it managed to report encouraging operating statistics.Gross merchandise value (GMV) for the company rose 30% year on year to US$5.1 billion.Monthly transacting users (MTUs) increased by 12% year on year to 32.6 million, and around a third of these MTUs used three or more offerings in 2Q2022.The Deliveries division saw GMV rise 19% year on year to US$2.5 billion while the Mobility segment’s GMV jumped 51% year on year to US$1 billion.Grab’s Financial Services division saw total payments volume (TPV) climb 31% year on year to US$3.8 billion as loan disbursements grew and more users took up the division’s Buy Now, Pay Later products.Fingers in (too) many piesWhile it seems that Grab is gaining traction in growing its GMV and TPV, investors are increasingly focusing more on profitability than a “growth at all costs” model.CFO Peter Oey is cognisant of this and has commented that management is accelerating Grab’s efforts to become profitable.The problem is that the company seems to have its fingers in too many pies.Mobility and food deliveries are both capital and manpower intensive, and both divisions have thus far not managed to break even.There was also recent news that Grab’s competitor in Singapore, Foodpanda, had laid off around 5% of its staff to stay competitive.Grab’s food delivery division could come under further pressure as demand tapers off when more people dine out in tandem with easing restrictions.The company also has to shift capital to its Singapore digital bank initiative and has plans to also launch GXS Bank in Malaysia as a consortium comprising Malaysian investors, Singtel and Grab had clinched the Malaysian digital banking licences in April.Aside from hiring new roles for GXS Bank, Grab is also dabbling in advertisements and location-mapping services.Get Smart: Profitability seems elusive for nowGrab is intent on developing a regional super-app that encompasses a wide variety of useful services.However, with its attention spread out over so many strategic initiatives, investors can expect profitability to be elusive for now.Unless the company can demonstrate that its scale and improved operating numbers can translate into profitability, investors may be in for a long wait.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806424582,"gmtCreate":1627690280246,"gmtModify":1703494654394,"author":{"id":"3582021985778477","authorId":"3582021985778477","name":"Jackychua","avatar":"https://static.tigerbbs.com/da85c2e9479860997fd43352bd76a7d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582021985778477","idStr":"3582021985778477"},"themes":[],"title":"","htmlText":"Gd!","listText":"Gd!","text":"Gd!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806424582","repostId":"1133150500","repostType":4,"repost":{"id":"1133150500","kind":"news","pubTimestamp":1627689547,"share":"https://ttm.financial/m/news/1133150500?lang=en_US&edition=fundamental","pubTime":"2021-07-31 07:59","market":"us","language":"zh","title":"Liquidity Madness! Fed's reverse repo tool usage exceeds $1 trillion for the first time","url":"https://stock-news.laohu8.com/highlight/detail?id=1133150500","media":"华尔街见闻","summary":"国金融系统内的流动性过剩有多严重？看一看刚刚创历史新高的美联储逆回购工具用量。\n纽约联储数据显示，美东时间7月30日周五，共有86名对手方在美联储的隔夜固定利率逆回购中接纳了总计1.039394万亿美","content":"<p>How serious is the excess liquidity in China's financial system? Take a look at the Fed's reverse repo tool usage that just hit a record high.</p><p>According to the data of the New York Fed, on Friday, July 30th, Eastern Time, a total of 86 counterparties accepted a total of $1.039394 trillion in the Fed's overnight fixed interest rate reverse repurchase, which exceeded $1 trillion for the first time in history, setting a new record of $991.939 billion set on June 30th. That means that even at 0.05% interest rates, a record amount of short-term income-chasing money is willing to lie on the Fed's books.</p><p><img src=\"https://static.tigerbbs.com/0ee9d45b40d982646f0bc0512a8937a1\" tg-width=\"512\" tg-height=\"295\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Contrary to the open market operations of the People's Bank of China, the Fed releases liquidity through positive repurchases and recovers liquidity through reverse repurchases.<b>Overnight reverse repo is a market funding shelter in times of excess liquidity</b>，<b>The overnight reverse repo rate (ON RRP) acts as the lower bound of the Fed's policy Interest Rate Corridor. The surge in overnight reverse repurchase demand and reception is a reflection of the excess liquidity in the market caused by unlimited QE bond purchase and fiscal stimulus after the epidemic</b>。</p><p>Before the Federal Reserve raised the two managed interest rates of ON RRP and Excess Reserve Rate (IOER) in June, the interest rate of ON RRP, which used the overnight reverse repo tool, still attracted a large amount of funds, although it was only zero. This represents that money chasing short-term yields simply has nowhere to go but to the Fed without interest.</p><p>Wall Street noticed that on June 9th this year, the single-day usage of the Federal Reserve's reverse repurchase tool exceeded USD 500 billion for the first time in history, while the Federal Reserve announced on June 16th that it would raise it by 5 basis points, from zero to 0.05%. The next day, the usage of reverse repurchase tool surged by 45% in one day, exceeding USD 700 billion for the first time.</p><p>That is to say,<b>Record use of reverse repo vehicles has doubled in nearly eight weeks. Only six weeks after the Federal Reserve raised the ON RRP, record use of reverse repo vehicles has soared by nearly 43%</b>。</p><p>At present, the Federal Reserve continues to inject liquidity into the market with a monthly bond purchase program of $120 billion, and then circulates the liquidity back to the Federal Reserve through reverse repurchase.</p><p>On Thursday, after the use of the Federal Reserve's reverse repurchase tool approached the highest level, the Wall Street article mentioned that,</p><p>The Fed's overnight reverse repo usage has been increasing since March of this year. That increased by $49 billion in April, $296 billion in May, $362 billion in June and $124 billion in July.<b>If the use of reverse repurchase continues to grow by $200 billion per month, this figure will reach $2 trillion, or even $2.5 trillion, by the end of this year.</b>Considering the window decoration effect of adjusting positions at the end of the year to cater to investors, by the end of this year, the amount of reverse repurchase tools may be close to or even exceed 3 trillion USD.</p><p><img src=\"https://static.tigerbbs.com/2ba0b9ae6b0e3338e4c0b16785565adb\" tg-width=\"629\" tg-height=\"479\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>It is actually not an accident that the amount of reverse repurchase tools exploded.</p><p>Wall Street News previously mentioned that before the federal government's statutory debt ceiling came into effect in August this year, the U.S. Treasury Department was committed to reducing the balance of the cash account TGA to $450 billion by the end of July, which is equivalent to the need to reduce the balance of the cash account TGA to $450 billion.<b>\"Flood Discharge\" Up to 250 Billion Dollars in Ten Days in July</b>。</p><p>The most effective way to reduce the TGA balance is to further scale back the U.S. Treasury Bond auction. The risk of such a move is that it will exacerbate the supply-demand imbalance that is already weighing on long-term yields, and in turn threaten the Fed's grip on key interest rate metrics. Then the next question that should come to mind is whether the Fed will adjust the managed interest rate including ON RRP again.</p>","source":"highlight_wallstreetcn","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>Liquidity Madness! Fed's reverse repo tool usage exceeds $1 trillion for the first time</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\">\nLiquidity Madness! Fed's reverse repo tool usage exceeds $1 trillion for the first time\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-31 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>How serious is the excess liquidity in China's financial system? Take a look at the Fed's reverse repo tool usage that just hit a record high.</p><p>According to the data of the New York Fed, on Friday, July 30th, Eastern Time, a total of 86 counterparties accepted a total of $1.039394 trillion in the Fed's overnight fixed interest rate reverse repurchase, which exceeded $1 trillion for the first time in history, setting a new record of $991.939 billion set on June 30th. That means that even at 0.05% interest rates, a record amount of short-term income-chasing money is willing to lie on the Fed's books.</p><p><img src=\"https://static.tigerbbs.com/0ee9d45b40d982646f0bc0512a8937a1\" tg-width=\"512\" tg-height=\"295\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Contrary to the open market operations of the People's Bank of China, the Fed releases liquidity through positive repurchases and recovers liquidity through reverse repurchases.<b>Overnight reverse repo is a market funding shelter in times of excess liquidity</b>，<b>The overnight reverse repo rate (ON RRP) acts as the lower bound of the Fed's policy Interest Rate Corridor. The surge in overnight reverse repurchase demand and reception is a reflection of the excess liquidity in the market caused by unlimited QE bond purchase and fiscal stimulus after the epidemic</b>。</p><p>Before the Federal Reserve raised the two managed interest rates of ON RRP and Excess Reserve Rate (IOER) in June, the interest rate of ON RRP, which used the overnight reverse repo tool, still attracted a large amount of funds, although it was only zero. This represents that money chasing short-term yields simply has nowhere to go but to the Fed without interest.</p><p>Wall Street noticed that on June 9th this year, the single-day usage of the Federal Reserve's reverse repurchase tool exceeded USD 500 billion for the first time in history, while the Federal Reserve announced on June 16th that it would raise it by 5 basis points, from zero to 0.05%. The next day, the usage of reverse repurchase tool surged by 45% in one day, exceeding USD 700 billion for the first time.</p><p>That is to say,<b>Record use of reverse repo vehicles has doubled in nearly eight weeks. Only six weeks after the Federal Reserve raised the ON RRP, record use of reverse repo vehicles has soared by nearly 43%</b>。</p><p>At present, the Federal Reserve continues to inject liquidity into the market with a monthly bond purchase program of $120 billion, and then circulates the liquidity back to the Federal Reserve through reverse repurchase.</p><p>On Thursday, after the use of the Federal Reserve's reverse repurchase tool approached the highest level, the Wall Street article mentioned that,</p><p>The Fed's overnight reverse repo usage has been increasing since March of this year. That increased by $49 billion in April, $296 billion in May, $362 billion in June and $124 billion in July.<b>If the use of reverse repurchase continues to grow by $200 billion per month, this figure will reach $2 trillion, or even $2.5 trillion, by the end of this year.</b>Considering the window decoration effect of adjusting positions at the end of the year to cater to investors, by the end of this year, the amount of reverse repurchase tools may be close to or even exceed 3 trillion USD.</p><p><img src=\"https://static.tigerbbs.com/2ba0b9ae6b0e3338e4c0b16785565adb\" tg-width=\"629\" tg-height=\"479\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>It is actually not an accident that the amount of reverse repurchase tools exploded.</p><p>Wall Street News previously mentioned that before the federal government's statutory debt ceiling came into effect in August this year, the U.S. Treasury Department was committed to reducing the balance of the cash account TGA to $450 billion by the end of July, which is equivalent to the need to reduce the balance of the cash account TGA to $450 billion.<b>\"Flood Discharge\" Up to 250 Billion Dollars in Ten Days in July</b>。</p><p>The most effective way to reduce the TGA balance is to further scale back the U.S. Treasury Bond auction. The risk of such a move is that it will exacerbate the supply-demand imbalance that is already weighing on long-term yields, and in turn threaten the Fed's grip on key interest rate metrics. Then the next question that should come to mind is whether the Fed will adjust the managed interest rate including ON RRP again.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3636794\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3636794","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1133150500","content_text":"国金融系统内的流动性过剩有多严重？看一看刚刚创历史新高的美联储逆回购工具用量。\n纽约联储数据显示，美东时间7月30日周五，共有86名对手方在美联储的隔夜固定利率逆回购中接纳了总计1.039394万亿美元，史上首次规模突破1万亿美元，刷新了6月30日所创的最高纪录9919.39亿美元。这意味着，哪怕利率只有0.05%，创纪录规模的追逐短期收益资金也情愿趴在美联储的账上。\n\n与中国央行的公开市场操作相反，美联储通过正回购释放流动性、逆回购回收流动性。隔夜逆回购是流动性过剩时期的市场资金庇护所，隔夜逆回购利率（ON RRP）充当美联储政策利率走廊的下限。隔夜逆回购需求和接收量激增，正是疫情后无限量QE买债和财政刺激导致的市场流动性过剩体现。\n美联储6月上调ON RRP和超额准备金利率（IOER） 两大管理利率以前，动用隔夜逆回购工具的利率ON RRP尽管只有零，仍然吸引了大批资金。这代表追逐短期收益率的资金根本无处可去，只能无息放入美联储。\n华尔街见闻注意到，今年6月9日，美联储逆回购工具的单日用量史上首次突破5000亿美元，而美联储6月16日才宣布，将上调5个基点，从零升至0.05%，次日逆回购工具的用量一日激增45%，首次超过7000亿美元。\n也就是说，逆回购工具用量的最高纪录将近八周翻了一倍，美联储上调ON RRP才六周，逆回购工具用量的最高纪录就猛增了将近43%。\n目前美联储仍以每月1200亿美元的债券购买计划持续向市场注入流动性，然后通过逆回购将流动性循环回美联储。\n本周四，美联储逆回购工具用量逼近最高水平后，华尔街见闻文章提到，\n\n 自今年3月以来，美联储的隔夜逆回购使用量一直在增加。4月增加了490亿美元，5月增加了2960亿美元，6月增加了3620亿美元，7月增加了1240亿美元。\n 若逆回购使用量继续保持每月2000亿美元的规模增长，今年底这一数字将达2万亿美元，甚至是2.5万亿美元。\n\n而考虑到年末调整仓位迎合投资者的橱窗装饰效应，到今年底，逆回购工具用量可能接近、甚至超过3万亿美元。\n\n逆回购工具用量爆表其实不算意外。\n华尔街见闻此前文章提到，在美国联邦政府的法定债务上限今年8月重新生效前，美国财政部致力于到7月底将现金账户TGA的账户余额降低至4500亿美元，相当于需要在7月十几天内“泄洪”高达2500亿美元。\n减少TGA余额最有效的方法是进一步缩减美国国债标售的规模。此举的风险在于，它将激化本已压制长端收益率的供需失衡，进而威胁美联储对关键利率指标的掌控。那么接下来应该会想到的问题就是，美联储会不会再次调整包括ON RRP在内的管理利率。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168055127,"gmtCreate":1623945157369,"gmtModify":1703824332530,"author":{"id":"3582021985778477","authorId":"3582021985778477","name":"Jackychua","avatar":"https://static.tigerbbs.com/da85c2e9479860997fd43352bd76a7d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582021985778477","idStr":"3582021985778477"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168055127","repostId":"1118107542","repostType":4,"repost":{"id":"1118107542","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623943021,"share":"https://ttm.financial/m/news/1118107542?lang=en_US&edition=fundamental","pubTime":"2021-06-17 23:17","market":"other","language":"zh","title":"WSB concept stocks rallied during trading, with AMC Cinemas rising over 10%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1118107542","media":"老虎资讯综合","summary":"6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。","content":"<p>On June 17, WSB concept stocks strengthened during trading.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>It rose more than 10%.<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>、<a href=\"https://laohu8.com/S/KOSS\">Gaussian electronics</a>、<a href=\"https://laohu8.com/S/GME\">Game Station</a>It rose more than 4%.</p><p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>WSB concept stocks rallied during trading, with AMC Cinemas rising over 10%.</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; 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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\">\nWSB concept stocks rallied during trading, with AMC Cinemas rising over 10%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-17 23:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 17, WSB concept stocks strengthened during trading.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>It rose more than 10%.<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>、<a href=\"https://laohu8.com/S/KOSS\">Gaussian electronics</a>、<a href=\"https://laohu8.com/S/GME\">Game Station</a>It rose more than 4%.</p><p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"KOSS":"高斯电子","GME":"游戏驿站","BB":"黑莓","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118107542","content_text":"6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。","news_type":1,"symbols_score_info":{"BB":0.9,"GME":0.9,"KOSS":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377358534,"gmtCreate":1619499251828,"gmtModify":1704724974693,"author":{"id":"3582021985778477","authorId":"3582021985778477","name":"Jackychua","avatar":"https://static.tigerbbs.com/da85c2e9479860997fd43352bd76a7d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582021985778477","idStr":"3582021985778477"},"themes":[],"title":"","htmlText":"Gd.","listText":"Gd.","text":"Gd.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377358534","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":"Is SAIC, WM Motor, and others focusing on SOA a \"leapfrog development\" under the shift in dimensions?","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>The SOA concept may be the vanguard of this transformation, making it more natural. Starting this year, SAIC, WM Motor, Voyah, Nezha, and others have all mentioned SOA architecture when discussing intelligent vehicles. What enabled Apple to achieve a market capitalization of over $2 trillion?</p><p>Kevin Kelly once pointed out in a speech: \"The future of technological innovation lies on the fringes outside the mainstream. For example, when your tractor gets better and better, cars may make a comeback on another technological level. That's the future.\" This statement not only interprets Apple's innovation as a breakthrough in a different dimension, but also implicitly reveals a possible transformative approach for the automotive industry.</p><p>In the post-pandemic era, SDV (Software-Defined Vehicle) has become a buzzword used by automakers, and the term \"user-defined vehicle\" has subsequently emerged. However, automakers mostly want to make it easy for users to understand. When change involves technological research and development, they must consider what concepts to use to design the architecture to support the software and realize the true value of SDV.</p><p>The SOA concept may be the vanguard of this transformation, making it more natural. Starting this year, SAIC, WM Motor, Voyah, Nezha, and others have all mentioned SOA architecture when discussing intelligent vehicles. This month, SAIC also held the Global SOA Platform Developer Conference. What signals does the introduction of SOA architecture into automobiles reveal to the industry?</p><p><b>SOA sets the stage for a revolution in the automotive industry similar to Apple apps.</b></p><p>SOA is not a new term; it has been tried in the automotive industry for a long time. Nio and XPeng are already trying to apply some SOA architecture designs. For example, the relatively mature OTA functions and remote diagnostic functions are all within the scope of SOA architecture applications.</p><p>Taking smartphones as an analogy, Apple iPhones have a similar architecture, manifested in the form of the App Store, a platform open to developers. SOA is to cars what Apple's App Store is to the iPhone; it opens up the car's hardware capabilities for software developers to use to achieve corresponding functions.</p><p>From the release of the iPhone 3G and the opening of the Apple Store to third-party developers, to the fact that there are now more than 5 million apps on the Apple Store, Apple has thus gained a world-leading software ecosystem. With the few sensors and actuators supported by Apple phones, iOS is already capable of providing millions of applications, while the hardware complexity of cars far exceeds that of mobile phones. Incorporating the SOA platform into it has enormous potential.</p><p>An ordinary user who doesn't know how to write code can generate personalized scenarios that meet user needs by integrating the triggers of various modules such as car windows, audio systems, and ambient lighting into their own APP. The APP is uploaded to the APP store and then downloaded to the car, allowing users to use it.</p><p>For example, when the car needs ventilation, the driver wants to open the car's external circulation, while two passengers want to open the window and sunroof respectively. This creates three different needs, which can be fully customized by the user. This is just the simplest way to play. Through a combination of various functions, a massive number of brand-new applications can theoretically be generated, ultimately expanding the capabilities of intelligent vehicles.</p><p>Similar to the App Store, developers can use SOA platforms to provide services to users on a buy-out or subscription basis. Developers can gain commercial revenue, and automakers can also make profits. However, SOA platforms are still in their early stages, and it is unclear how to develop a business model.</p><p>Currently, SAIC Zero Beam and WM Motor are among the few companies that have chosen to build their entire vehicles on SOA platforms, while Nezha and HiPhi have mentioned introducing SOA concepts, but their products have not yet been implemented.</p><p>SAIC Zero Beam has worked with the first batch of developers to develop dozens of exclusive application scenarios for intelligent vehicles, hundreds of user-specific \"personalized\" modes, and some typical automotive intelligent applications. Currently, the platform's software can be used on SAIC's R Auto and Zhiji Auto.</p><p>WM Motor applies the SOA platform in the WM W6 car, launching custom programming functions with over 100 custom scenarios, and synchronizing the mobile device with the in-vehicle infotainment system. The Nezha S will also base its entire system on an SOA architecture, but the product may be officially launched in the second half of 2022.</p><p>Compared to these companies, SAIC and WM Motor have achieved product implementation in their exploration of SOA platforms. SAIC's open process has been faster, while WM Motor's implementation time, that is, its car release time, has been slightly earlier. Nezha, on the other hand, has the slowest progress because the complete vehicle has not been announced.</p><p>Even so, there is still significant room for improvement in the openness of SAIC Zero Beam SOA platform. According to \"Intelligent Relativity\", its platform is divided into three modes. Two versions for ordinary users and third-party developers have been released to the outside world, while the version for OEMs and suppliers has not been specifically shown.</p><p>As a key part of moving towards openness, it is most difficult for automakers to achieve cross-brand and cross-model success. This not only places high demands on the R&D engineering team, but also involves balancing interests with Tier 1 and other OEMs. This also makes people see many difficulties and challenges when looking forward to SOA platforms.</p><p><b>Building a \"stage\" is not easy, and there's also the fear that \"no one will sing opera and no one will support them.\"</b></p><p>Another advantage of using an SOA architecture is that the leadership in software development will return to automakers. As a result, automakers need a lot of research and development work, as well as talent.</p><p>Industry insiders told \"Intelligent Relativity\", \"Architecture engineers are paid very high salaries, but they can't be hired just by offering a high salary, because this position has extremely high requirements for people. They need to have a professional understanding of both cars and software.\"</p><p>In the early stages of defining vehicle functions, the entire SOA team must be involved, which requires a lot of money from SAIC Zero Beam, WM Motor, Nezha, and other automakers. However, apart from the technical aspects, there are still many practical problems, such as how car companies can attract developers to join the platform.</p><p>Taking the above-mentioned auto parts bundle SOA platform as an example, in order to achieve the original intention of encouraging more developers and even ordinary users to continuously participate in software development, it is necessary to lower the entry threshold to expand the user base and help the platform atmosphere become more active. After building good services and features, we can then drive the improvement of the overall platform quality to attract new developers and ultimately feed back into the SOA platform. Once it starts operating, it will have a \"flywheel effect\" and form a scale.</p><p>Many internet phenomena are similar, such as food delivery, group-buying e-commerce, and ride-hailing platforms. The number of merchants and the number of users are mutually reinforcing and mutually reinforcing. In order to expand the scale of both platforms, throwing money into subsidies is often a common practice in a cold start.</p><p>Indeed, developers cannot always \"generate electricity for love\". Similar to the App Store, developing effective incentive plans is an issue that automakers need to consider. Initial investment by automakers is unavoidable, but how to divide the benefits among users, developers, and automakers afterward is crucial, as it is related to the long-term survival of the platform.</p><p>Another key question is how automakers can break down boundaries. When developing mobile software, developers only need to focus on the Android and iOS operating systems, and then perform simple device model adaptation. When the software is installed, there are countless car models and brands available. Whether it's SAIC Zero Beam or WM Motor, the platform is currently only implemented in their models. To open up new growth space for developers in the future, more competitors will undoubtedly need to integrate into the platform.</p><p>The difficulty in this area lies not in how the platform \"adapts\" to competitors, but rather in how the platform \"absorbs\" competitors. The current trend in the automotive industry is that underlying components such as traditional automotive hardware and intelligent hardware are gradually becoming open, standardized, and supported by industrial scale. The competition among these companies is actually a competition at the software and service levels, both of which are things that \"competitors\" are unwilling to lose.</p><p>In addition, security issues are also a necessary consideration for platform development. There are hundreds of pieces of hardware in a car that can be accessed by software. For driving safety reasons, car software has a much lower fault tolerance (such as crashes and outages) than the App Store.</p><p>This means that some functions involving motorsports and autonomous driving cannot be made available to users and can only be designed by OEMs with strong R&D capabilities. This creates a paradox: \"high-tech entry barriers\" and \"attracting more developers\" cannot be achieved simultaneously, because security must be guaranteed.</p><p>WM Motor stated that W6 users can create their own driving mode through \"WM Express,\" including software and hardware settings such as L2 driver assistance systems, music, air conditioning temperature, and seat adjustments, which can be added and configured according to their preferences. When introducing the platform, SAIC Zero Beam focused more on the functions of its lifestyle and entertainment systems.</p><p>The entertainment system function itself has a lower security level than the requirements of other domains and is the easiest to implement, while the opposite is true in the ADAS domain. Therefore, in the development trend of SOA platforms, the functions need to be promoted and improved step by step by SAIC Zero Beam and WM Motor until they are fully integrated.</p><p><b>Soul-searching question: Everyone wants to do it, so why should you succeed?</b></p><p>The ideal is lofty, but the reality is somewhat harsh. If automakers want to build a competitive advantage on SOA platforms, the difficulties they face should not be underestimated. As mentioned earlier, SAIC and WM Motor are already eyeing its huge potential, while Nezha and HiPhi are also eager to try SOA architecture.</p><p>Of course, these are only the currently known OEMs. More and more tech and internet giants, including Xiaomi and Didi, are beginning to expand into the field of intelligent vehicles. From \"software-defined cars\" to \"user-defined cars\" becoming popular, it's understandable that companies like Xiaomi and Didi value \"SOA\".</p><p>Leveraging its advantages in hardware manufacturing and software operation in its existing business areas, Xiaomi and Didi have made a new strategic extension in car manufacturing. Xiaomi has a larger user base than traditional automakers, which better supports the commercialization of SOA platforms.</p><p>Xiaomi's car manufacturing system architecture is currently unknown, but given its large number of \"Mi Fans,\" Xiaomi will undoubtedly value their opinions and will most likely introduce \"SOA.\" Through the SOA platform, Mi Fans can generate personalized scenarios that match their own car ownership preferences and driving habits, which aligns with its emphasis on \"user engagement\".</p><p>Compared to their competitors, SAIC Zero Beam and WM Motor have the advantage of being \"first-mover\" and will be able to reach a certain scale earlier. Wang Jun, president of Huawei's Intelligent Vehicle Solutions BU, said at the SAIC Developer Conference that the wider the application range of the software platform, the lower the marginal cost. Scale is undoubtedly the most fundamental business logic for achieving profitability.</p><p>Although several technology and internet companies, including Baidu, Tencent, and Huawei, have discussed potential collaborations with SAIC SOA, they and SAIC will likely have a competitive and cooperative relationship in the future, taking control of these matters. Similarly, other automakers will also build their own SOA platforms, with development strategies such as expanding outwards or choosing to use them themselves, but this also means that SAIC and WM Motor's SOA platforms will lose these resources.</p><p>However, smaller automakers will consider whether their user base can support the commercialization of their self-built platforms. If they decide to use the platforms of large automakers, they will weigh which platform ecosystem is better, so that every link in their own industry chain is expected to benefit from it.</p><p>Therefore, attracting these small automakers will be an important direction for large automakers such as SAIC to expand their \"circle of friends\" in the future. In the long run, as SAIC Zero Beam's SOA platform gradually opens up, it will be tested on other brands of vehicles. Regardless of whether small car companies use their own platforms, the first step can be to unify the interface standards to facilitate their integration into the ecosystem.</p><p>Overall, electrification and intelligentization are shaping a new track for the next round of industrial competition, and SOA platforms have become one of the keys for automakers to gain traction. Everyone wants to create an \"App Store,\" but in the end, there may only be one. Currently, automakers such as SAIC Zero Beam and WM Motor are still in the early stages of \"SOA,\" and the future competitive landscape remains unknown. What we need to do is let the automakers' \"bullets\" fly a little longer.</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>Is SAIC, WM Motor, and others focusing on SOA a \"leapfrog development\" under the shift in dimensions?</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\">\nIs SAIC, WM Motor, and others focusing on SOA a \"leapfrog development\" under the shift in dimensions?\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>The SOA concept may be the vanguard of this transformation, making it more natural. Starting this year, SAIC, WM Motor, Voyah, Nezha, and others have all mentioned SOA architecture when discussing intelligent vehicles. What enabled Apple to achieve a market capitalization of over $2 trillion?</p><p>Kevin Kelly once pointed out in a speech: \"The future of technological innovation lies on the fringes outside the mainstream. For example, when your tractor gets better and better, cars may make a comeback on another technological level. That's the future.\" This statement not only interprets Apple's innovation as a breakthrough in a different dimension, but also implicitly reveals a possible transformative approach for the automotive industry.</p><p>In the post-pandemic era, SDV (Software-Defined Vehicle) has become a buzzword used by automakers, and the term \"user-defined vehicle\" has subsequently emerged. However, automakers mostly want to make it easy for users to understand. When change involves technological research and development, they must consider what concepts to use to design the architecture to support the software and realize the true value of SDV.</p><p>The SOA concept may be the vanguard of this transformation, making it more natural. Starting this year, SAIC, WM Motor, Voyah, Nezha, and others have all mentioned SOA architecture when discussing intelligent vehicles. This month, SAIC also held the Global SOA Platform Developer Conference. What signals does the introduction of SOA architecture into automobiles reveal to the industry?</p><p><b>SOA sets the stage for a revolution in the automotive industry similar to Apple apps.</b></p><p>SOA is not a new term; it has been tried in the automotive industry for a long time. Nio and XPeng are already trying to apply some SOA architecture designs. For example, the relatively mature OTA functions and remote diagnostic functions are all within the scope of SOA architecture applications.</p><p>Taking smartphones as an analogy, Apple iPhones have a similar architecture, manifested in the form of the App Store, a platform open to developers. SOA is to cars what Apple's App Store is to the iPhone; it opens up the car's hardware capabilities for software developers to use to achieve corresponding functions.</p><p>From the release of the iPhone 3G and the opening of the Apple Store to third-party developers, to the fact that there are now more than 5 million apps on the Apple Store, Apple has thus gained a world-leading software ecosystem. With the few sensors and actuators supported by Apple phones, iOS is already capable of providing millions of applications, while the hardware complexity of cars far exceeds that of mobile phones. Incorporating the SOA platform into it has enormous potential.</p><p>An ordinary user who doesn't know how to write code can generate personalized scenarios that meet user needs by integrating the triggers of various modules such as car windows, audio systems, and ambient lighting into their own APP. The APP is uploaded to the APP store and then downloaded to the car, allowing users to use it.</p><p>For example, when the car needs ventilation, the driver wants to open the car's external circulation, while two passengers want to open the window and sunroof respectively. This creates three different needs, which can be fully customized by the user. This is just the simplest way to play. Through a combination of various functions, a massive number of brand-new applications can theoretically be generated, ultimately expanding the capabilities of intelligent vehicles.</p><p>Similar to the App Store, developers can use SOA platforms to provide services to users on a buy-out or subscription basis. Developers can gain commercial revenue, and automakers can also make profits. However, SOA platforms are still in their early stages, and it is unclear how to develop a business model.</p><p>Currently, SAIC Zero Beam and WM Motor are among the few companies that have chosen to build their entire vehicles on SOA platforms, while Nezha and HiPhi have mentioned introducing SOA concepts, but their products have not yet been implemented.</p><p>SAIC Zero Beam has worked with the first batch of developers to develop dozens of exclusive application scenarios for intelligent vehicles, hundreds of user-specific \"personalized\" modes, and some typical automotive intelligent applications. Currently, the platform's software can be used on SAIC's R Auto and Zhiji Auto.</p><p>WM Motor applies the SOA platform in the WM W6 car, launching custom programming functions with over 100 custom scenarios, and synchronizing the mobile device with the in-vehicle infotainment system. The Nezha S will also base its entire system on an SOA architecture, but the product may be officially launched in the second half of 2022.</p><p>Compared to these companies, SAIC and WM Motor have achieved product implementation in their exploration of SOA platforms. SAIC's open process has been faster, while WM Motor's implementation time, that is, its car release time, has been slightly earlier. Nezha, on the other hand, has the slowest progress because the complete vehicle has not been announced.</p><p>Even so, there is still significant room for improvement in the openness of SAIC Zero Beam SOA platform. According to \"Intelligent Relativity\", its platform is divided into three modes. Two versions for ordinary users and third-party developers have been released to the outside world, while the version for OEMs and suppliers has not been specifically shown.</p><p>As a key part of moving towards openness, it is most difficult for automakers to achieve cross-brand and cross-model success. This not only places high demands on the R&D engineering team, but also involves balancing interests with Tier 1 and other OEMs. This also makes people see many difficulties and challenges when looking forward to SOA platforms.</p><p><b>Building a \"stage\" is not easy, and there's also the fear that \"no one will sing opera and no one will support them.\"</b></p><p>Another advantage of using an SOA architecture is that the leadership in software development will return to automakers. As a result, automakers need a lot of research and development work, as well as talent.</p><p>Industry insiders told \"Intelligent Relativity\", \"Architecture engineers are paid very high salaries, but they can't be hired just by offering a high salary, because this position has extremely high requirements for people. They need to have a professional understanding of both cars and software.\"</p><p>In the early stages of defining vehicle functions, the entire SOA team must be involved, which requires a lot of money from SAIC Zero Beam, WM Motor, Nezha, and other automakers. However, apart from the technical aspects, there are still many practical problems, such as how car companies can attract developers to join the platform.</p><p>Taking the above-mentioned auto parts bundle SOA platform as an example, in order to achieve the original intention of encouraging more developers and even ordinary users to continuously participate in software development, it is necessary to lower the entry threshold to expand the user base and help the platform atmosphere become more active. After building good services and features, we can then drive the improvement of the overall platform quality to attract new developers and ultimately feed back into the SOA platform. Once it starts operating, it will have a \"flywheel effect\" and form a scale.</p><p>Many internet phenomena are similar, such as food delivery, group-buying e-commerce, and ride-hailing platforms. The number of merchants and the number of users are mutually reinforcing and mutually reinforcing. In order to expand the scale of both platforms, throwing money into subsidies is often a common practice in a cold start.</p><p>Indeed, developers cannot always \"generate electricity for love\". Similar to the App Store, developing effective incentive plans is an issue that automakers need to consider. Initial investment by automakers is unavoidable, but how to divide the benefits among users, developers, and automakers afterward is crucial, as it is related to the long-term survival of the platform.</p><p>Another key question is how automakers can break down boundaries. When developing mobile software, developers only need to focus on the Android and iOS operating systems, and then perform simple device model adaptation. When the software is installed, there are countless car models and brands available. Whether it's SAIC Zero Beam or WM Motor, the platform is currently only implemented in their models. To open up new growth space for developers in the future, more competitors will undoubtedly need to integrate into the platform.</p><p>The difficulty in this area lies not in how the platform \"adapts\" to competitors, but rather in how the platform \"absorbs\" competitors. The current trend in the automotive industry is that underlying components such as traditional automotive hardware and intelligent hardware are gradually becoming open, standardized, and supported by industrial scale. The competition among these companies is actually a competition at the software and service levels, both of which are things that \"competitors\" are unwilling to lose.</p><p>In addition, security issues are also a necessary consideration for platform development. There are hundreds of pieces of hardware in a car that can be accessed by software. For driving safety reasons, car software has a much lower fault tolerance (such as crashes and outages) than the App Store.</p><p>This means that some functions involving motorsports and autonomous driving cannot be made available to users and can only be designed by OEMs with strong R&D capabilities. This creates a paradox: \"high-tech entry barriers\" and \"attracting more developers\" cannot be achieved simultaneously, because security must be guaranteed.</p><p>WM Motor stated that W6 users can create their own driving mode through \"WM Express,\" including software and hardware settings such as L2 driver assistance systems, music, air conditioning temperature, and seat adjustments, which can be added and configured according to their preferences. When introducing the platform, SAIC Zero Beam focused more on the functions of its lifestyle and entertainment systems.</p><p>The entertainment system function itself has a lower security level than the requirements of other domains and is the easiest to implement, while the opposite is true in the ADAS domain. Therefore, in the development trend of SOA platforms, the functions need to be promoted and improved step by step by SAIC Zero Beam and WM Motor until they are fully integrated.</p><p><b>Soul-searching question: Everyone wants to do it, so why should you succeed?</b></p><p>The ideal is lofty, but the reality is somewhat harsh. If automakers want to build a competitive advantage on SOA platforms, the difficulties they face should not be underestimated. As mentioned earlier, SAIC and WM Motor are already eyeing its huge potential, while Nezha and HiPhi are also eager to try SOA architecture.</p><p>Of course, these are only the currently known OEMs. More and more tech and internet giants, including Xiaomi and Didi, are beginning to expand into the field of intelligent vehicles. From \"software-defined cars\" to \"user-defined cars\" becoming popular, it's understandable that companies like Xiaomi and Didi value \"SOA\".</p><p>Leveraging its advantages in hardware manufacturing and software operation in its existing business areas, Xiaomi and Didi have made a new strategic extension in car manufacturing. Xiaomi has a larger user base than traditional automakers, which better supports the commercialization of SOA platforms.</p><p>Xiaomi's car manufacturing system architecture is currently unknown, but given its large number of \"Mi Fans,\" Xiaomi will undoubtedly value their opinions and will most likely introduce \"SOA.\" Through the SOA platform, Mi Fans can generate personalized scenarios that match their own car ownership preferences and driving habits, which aligns with its emphasis on \"user engagement\".</p><p>Compared to their competitors, SAIC Zero Beam and WM Motor have the advantage of being \"first-mover\" and will be able to reach a certain scale earlier. Wang Jun, president of Huawei's Intelligent Vehicle Solutions BU, said at the SAIC Developer Conference that the wider the application range of the software platform, the lower the marginal cost. Scale is undoubtedly the most fundamental business logic for achieving profitability.</p><p>Although several technology and internet companies, including Baidu, Tencent, and Huawei, have discussed potential collaborations with SAIC SOA, they and SAIC will likely have a competitive and cooperative relationship in the future, taking control of these matters. Similarly, other automakers will also build their own SOA platforms, with development strategies such as expanding outwards or choosing to use them themselves, but this also means that SAIC and WM Motor's SOA platforms will lose these resources.</p><p>However, smaller automakers will consider whether their user base can support the commercialization of their self-built platforms. If they decide to use the platforms of large automakers, they will weigh which platform ecosystem is better, so that every link in their own industry chain is expected to benefit from it.</p><p>Therefore, attracting these small automakers will be an important direction for large automakers such as SAIC to expand their \"circle of friends\" in the future. In the long run, as SAIC Zero Beam's SOA platform gradually opens up, it will be tested on other brands of vehicles. Regardless of whether small car companies use their own platforms, the first step can be to unify the interface standards to facilitate their integration into the ecosystem.</p><p>Overall, electrification and intelligentization are shaping a new track for the next round of industrial competition, and SOA platforms have become one of the keys for automakers to gain traction. Everyone wants to create an \"App Store,\" but in the end, there may only be one. Currently, automakers such as SAIC Zero Beam and WM Motor are still in the early stages of \"SOA,\" and the future competitive landscape remains unknown. What we need to do is let the automakers' \"bullets\" fly a little longer.</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":3567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}