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繁荣景象

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- 繁荣景象繁荣景象
  ·2021-04-28
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- 繁荣景象繁荣景象
  ·2021-04-28
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  JPMorgan to launch blockchain payment platform in partnership with Temasek and others
  摩根大通将与新加坡淡马锡控股和星展集团合作，推出一个名为Partior的基于区块链的支付、贸易和外汇结算平台。　　三家公司周三发表声明称，该平台将利用区块链技术，将M1商业银行货币数字化，以减少当前跨境支付、贸易和货币结算的摩擦和延迟。这将有助于银行克服当前处理全球支付的标准顺序方法所带来的挑战。　　Partior将针对区块链技术的一些最有前途的用例。此外，该平台还将用于补充正在进行的央行数字货币举措和使用案例。
  JPMorgan to launch blockchain payment platform in partnership with Temasek and others
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- 繁荣景象繁荣景象
  ·2021-04-28
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  Frequent investments, giants crossing borders, and the IoT industry is surging
  在经历了2020年历史性转折的一年后，IoT似乎正重新回到资本市场的舞台中心，各领域的IoT投融资事件高度活跃，巨额融资频发。
  Frequent investments, giants crossing borders, and the IoT industry is surging
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- 繁荣景象繁荣景象
  ·2020-06-12
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currency settlements, the three companies said in a statement on Wednesday.</p><p>Partior means \"distribute and share\" in Latin, and according to the statement, the platform is also expected to develop wholesale payment tracks based on digitized commercial bank currencies to enable \"atomic\" (i.e., instant) payment settlements for various financial transactions. This will help banks overcome the challenges presented by the current standard sequential approach to processing global payments.</p><p>Partior will target some of the most promising use cases for blockchain technology. Even in the digital age, processes like cross-border payments tend to be slow and cumbersome, so there is plenty of room for improvement.</p><p>The platform will initially focus primarily on facilitating the flow of USD and SGD between Singapore banks, and will eventually expand the service to other markets and currencies. In addition, the platform will be used to complement ongoing central bank digital currency initiatives and use cases.</p>","source":"sina_us","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>JPMorgan to launch blockchain payment platform in partnership with Temasek and others</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\">\nJPMorgan to launch blockchain payment platform in partnership with Temasek and others\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-04-28 14:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/f542c98f21116410e3737c56a1246b19\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A blockchain-based payment, trade and foreign exchange settlement platform called Partior will be launched in partnership with Singapore's Temasek Holdings and DBS Group.</p><p>The platform will leverage blockchain technology to digitize M1 Commercial Bank currency to reduce current friction and delays in cross-border payments, trade and currency settlements, the three companies said in a statement on Wednesday.</p><p>Partior means \"distribute and share\" in Latin, and according to the statement, the platform is also expected to develop wholesale payment tracks based on digitized commercial bank currencies to enable \"atomic\" (i.e., instant) payment settlements for various financial transactions. This will help banks overcome the challenges presented by the current standard sequential approach to processing global payments.</p><p>Partior will target some of the most promising use cases for blockchain technology. Even in the digital age, processes like cross-border payments tend to be slow and cumbersome, so there is plenty of room for improvement.</p><p>The platform will initially focus primarily on facilitating the flow of USD and SGD between Singapore banks, and will eventually expand the service to other markets and currencies. In addition, the platform will be used to complement ongoing central bank digital currency initiatives and use cases.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/flashnews/2021-04-28/doc-ikmxzfmk9454440.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ffd177b367a0ebb005b955b9ab6599","relate_stocks":{"JPM":"摩根大通"},"source_url":"https://finance.sina.com.cn/flashnews/2021-04-28/doc-ikmxzfmk9454440.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130371811","content_text":"摩根大通将与新加坡淡马锡控股和星展集团合作，推出一个名为Partior的基于区块链的支付、贸易和外汇结算平台。\n三家公司周三发表声明称，该平台将利用区块链技术，将M1商业银行货币数字化，以减少当前跨境支付、贸易和货币结算的摩擦和延迟。\nPartior在拉丁语中的意思是“分发和分享”，根据声明，该平台预计还将开发基于数字化商业银行货币的批发支付轨道，以实现各种金融交易的“原子”（即即时）支付结算。这将有助于银行克服当前处理全球支付的标准顺序方法所带来的挑战。\nPartior将针对区块链技术的一些最有前途的用例。即使在数字时代，像跨境支付这样的流程也往往缓慢而繁琐，因此还有很大的改进空间。\n该平台最初将主要专注于促进新加坡银行之间的美元和新加坡元流动，最终将把服务扩展到其他市场和货币。此外，该平台还将用于补充正在进行的央行数字货币举措和使用案例。","news_type":1,"symbols_score_info":{"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100176130,"gmtCreate":1619595357020,"gmtModify":1704726510615,"author":{"id":"3550402835667717","authorId":"3550402835667717","name":"繁荣景象","avatar":"https://static.tigerbbs.com/d126e3b3c2401183506526735a1a1b56","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550402835667717","idStr":"3550402835667717"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100176130","repostId":"2130737155","repostType":4,"repost":{"id":"2130737155","kind":"highlight","pubTimestamp":1619591364,"share":"https://ttm.financial/m/news/2130737155?lang=en_US&edition=fundamental","pubTime":"2021-04-28 14:29","market":"us","language":"zh","title":"Frequent investments, giants crossing borders, and the IoT industry is surging","url":"https://stock-news.laohu8.com/highlight/detail?id=2130737155","media":"时氪分享","summary":"在经历了2020年历史性转折的一年后，IoT似乎正重新回到资本市场的舞台中心，各领域的IoT投融资事件高度活跃，巨额融资频发。","content":"<p>April 26, IoT Cloud Platform<a href=\"https://laohu8.com/S/TUYA\">Tuya Intelligence</a>Together with Hillhouse, we jointly unveiled the Graffiti IoT Industry Fund at the Global Hard Technology Developers Conference.</p><p>The fund has a capital under management of US$400 million, mainly for investing in IoT enterprises in the global growth stage. Graffiti<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>With Hillhouse, as the head IoT cloud platform and investment institution, both parties will vigorously support potential enterprises and projects in the IoT track, and jointly build a diversified, rich and neutral global intelligent business ecosystem.</p><p>After a historic turning year in 2020, IoT seems to be returning to the center of the capital markets stage. Whether it is in smart home, smart business, smart city, smart industry and agriculture, etc., it plays an increasingly important role. Therefore, IoT investment and financing events in various fields are highly active, and huge financing occurs frequently.</p><p>For example, in May 2020, Samsara, an industrial IoT startup, raised another US$400 million to further expand its industrial IoT business after receiving US$300 million in Series F financing the previous year; On January 21, 2021, Skylo, an IoT startup, stepped out of hidden mode and announced the completion of a US$103 million Series B financing led by SoftBank Group; In China, online education enterprises have announced the launch of intelligent hardware, while shell housing has been laid out in the Internet of Things industry for a long time. Recently, they have made frequent moves in the field of community intelligence.</p><p><b>IoT, the new trend after mobile Internet</b></p><p>This year's IoT track is surging, and the reason behind it is based on the optimistic expectation of the whole industry.</p><p><b>In March this year, Graffiti Intelligence went to the United States for IPO, and Hillhouse became the investor of Graffiti. The unveiling of this graffiti IoT industrial fund means that Gaochun, one of the largest investment institutions in Asia, has added weight to the industry again.</b>Zhang Lei, founder of Hillhouse, once put forward in the book Value: For an investor, it is a very important ability to understand the key industries and enterprises with huge potential energy.</p><p>The IoT industry just has the \"potential energy\" that Hillhouse values.</p><p>From the perspective of policy development, IoT is an industry that our government has focused on supporting in recent years. Technically, artificial intelligence, big data, cloud computing, edge computing and other technologies are constantly developing, and sensors, communication networks, cloud-edge data platforms and various applications are becoming more and more perfect, accelerating the arrival of the climax of IoT development. In terms of demand, intelligence and digitalization have become indispensable guarantees for B-end enterprises in production, management and operation, and consumers' acceptance of smart devices is also constantly improving.</p><p>At present, the penetration rate of IoT market is still not high, and it is on the \"eve\" of the coming wind, and there is huge room for future growth.<a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>It is estimated that a single household needs 50 intelligent modules to complete intelligence, but in 2019, there were only 763 million intelligent modules in the world. Assuming that all of them are for household use, corresponding to about 1 billion households in the world, each household has less than one intelligent module on average. Therefore, the market penetration rate of intelligent modules is less than 2%, and there is still room for 50 times growth. It can be expected that the shipment of intelligent modules will rise rapidly in the next few years, and the global intelligence process will also accelerate.</p><p>After years of gaining momentum, human society has moved from the PC era to the mobile Internet era, and is about to enter the IoT era. It is not difficult to see that IoT may become another blue ocean after the mobile Internet.</p><p><b>The three pillars of the IoT industry</b></p><p>The three roles of cloud giants, To C hardware brands and IoT developer platforms that cut into IoT have become three key forces that cannot be ignored in the IoT industry. Among them, it is worth mentioning the IoT developer platform. If cloud giants and To C hardware brands play the roles of \"infrastructure builders\" and \"intelligent device producers\" respectively, the developer platform will be the linker of IoT ecology and solve the core pain points of the industry.</p><p><a href=\"https://laohu8.com/S/601995\">CICC</a>(CICC) put forward such a view in a recently released report: \"Benchmarking the mobile Internet era 10 years ago, in the outbreak of every generation of new device connection, the birth of giants was to gather upstream and downstream players through unified operating system capabilities, and establish a strong ecosystem and barriers.\"</p><p>In the era of mobile Internet, the rise of Android is a very typical example.</p><p>In 2007,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Developed Android system, and led the establishment of Open Handset Alliance, which included a large number of mobile phone manufacturers, chip manufacturers and operators. At the time, Eric Schmidt, then Google's chairman and CEO, said: \"The powerful platform we announced will power thousands of different models of phones.\" He commented that the strategy was \"more ambitious than any of the' Google phones'speculated in the media over the past few weeks\".</p><p>At the birth of Android, the industry already had the Symbian system that dominated the market, as well as the Windows mobile operating system,<a href=\"https://laohu8.com/S/BB\">Blackberry</a>System and iOS, which has just broken its shell, while the latecomer Android seeks to break the situation by open source. From the beginning, Android adopted the open source system, which quickly gathered loyal developers from all over the world. Then, a steady stream of application products gradually blossomed and gathered in the App store represented by Google Play, attracting more and more end users to enter the App ecosystem of Android system.</p><p><a href=\"https://laohu8.com/S/03908\">CICC</a>It is believed that \"the establishment of Android system ecology is to grasp the bilateral network effect of developers and end users\". Open source labels Android as neutral, which is the entrance for Android ecology to take off. After this, Google provides a large number of SDK developer tools in order to consolidate its ecology on the developer side; In order to consolidate the ecosystem on the user side, the value-added services provided by Google Family Bucket are used to enhance user stickiness.</p><p>After more than ten years of development, Android has become the largest mobile operating system in the world, with a market share of about 75%.</p><p>Looking back at the IoT ecosystem, its core mainly consists of four basic elements, namely, devices, networking layer, application layer and cloud. Because of the extreme diversity of equipment, this industry is destined not to be a \"winner-take-all\" market. Intelligent devices of different brands and categories need to be connected with multiple scenarios and diversified applications, so that brands, OEMs and end users can communicate and interact through various intelligent devices.</p><p>Therefore, the industry also needs an IoT developer platform to create an \"operating system\" that belongs to the IoT industry. Through a unified operating system, upstream and downstream players are gathered, and products of different brands and categories are linked together to build an IoT ecosystem with the Internet of Everything. Compared with the other two business models, in the IoT industry, the number of companies deeply involved in developer platforms is scarce.</p><p><b>\"Ecological Co-Builder\" in the IoT Era</b></p><p>In the IoT era, graffiti intelligence is such an \"ecological co-builder\".</p><p>As of December 31, 2020, the Tuya IoT developer platform has brought together over 262,000 registered developers and linked over 200 million Powered by Tuya devices. Different Powered by Tuya devices can be interconnected across brands and categories.</p><p>In March this year, Graffiti Intelligence successfully landed on the New York Stock Exchange in the United States, becoming the \"first share of the global IoT cloud platform\". The IPO fund-raising scale exceeded 900 million USD, and the market value on the first day of listing was nearly 14 billion USD, which also proved that this business model has great development potential from the perspective of the capital market.</p><p>Moreover, as a neutral and open IoT cloud platform, after helping global enterprises link massive devices together, Tuya Intelligence has a great opportunity to become the central management platform of these devices, and attract more enterprises to join the ecology, thus realizing the continuous \"self-proliferation\" of the ecology.</p><p>This time, Tuya Intelligence and Hillhouse jointly launched the IoT Industry Fund, which was interpreted by the outside world as an extension of its platform ecological strategy.</p><p>If we explore the mobile Internet era, the key to the rise of Android lies in its open and diverse ecology. Similarly, in the IoT era where everything is connected, it is impossible for one platform to complete all industry applications alone. Therefore, Tuya launched the IoT Industry Fund this time, announcing that it will support more developers in the industry, including Android and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>In the early days, in order to encourage developers to join the ecosystem, the shadow of various favorable measures was introduced.</p><p>It is worth noting that this graffiti also announced the \"Klein Plan\" that will empower the \"nine major industries\", which just reflects each other with players from all walks of life who have announced their entry into the IoT industry in recent times.</p><p>It is foreseeable that in the future, the ecology of IoT industry will continue to explode, traditional industries will be gradually upgraded to intelligent commerce, and traditional devices will be gradually upgraded to intelligent devices. In the process of industrial intelligent transformation, platform enterprises may become the mainstay, playing a key role in \"empowering all things to be intelligent\" and leading the wave of intelligent era.</p>","source":"36kr_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>Frequent investments, giants crossing borders, and the IoT industry is surging</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\">\nFrequent investments, giants crossing borders, and the IoT industry is surging\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">时氪分享</strong><span class=\"h-time small\">2021-04-28 14:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>April 26, IoT Cloud Platform<a href=\"https://laohu8.com/S/TUYA\">Tuya Intelligence</a>Together with Hillhouse, we jointly unveiled the Graffiti IoT Industry Fund at the Global Hard Technology Developers Conference.</p><p>The fund has a capital under management of US$400 million, mainly for investing in IoT enterprises in the global growth stage. Graffiti<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>With Hillhouse, as the head IoT cloud platform and investment institution, both parties will vigorously support potential enterprises and projects in the IoT track, and jointly build a diversified, rich and neutral global intelligent business ecosystem.</p><p>After a historic turning year in 2020, IoT seems to be returning to the center of the capital markets stage. Whether it is in smart home, smart business, smart city, smart industry and agriculture, etc., it plays an increasingly important role. Therefore, IoT investment and financing events in various fields are highly active, and huge financing occurs frequently.</p><p>For example, in May 2020, Samsara, an industrial IoT startup, raised another US$400 million to further expand its industrial IoT business after receiving US$300 million in Series F financing the previous year; On January 21, 2021, Skylo, an IoT startup, stepped out of hidden mode and announced the completion of a US$103 million Series B financing led by SoftBank Group; In China, online education enterprises have announced the launch of intelligent hardware, while shell housing has been laid out in the Internet of Things industry for a long time. Recently, they have made frequent moves in the field of community intelligence.</p><p><b>IoT, the new trend after mobile Internet</b></p><p>This year's IoT track is surging, and the reason behind it is based on the optimistic expectation of the whole industry.</p><p><b>In March this year, Graffiti Intelligence went to the United States for IPO, and Hillhouse became the investor of Graffiti. The unveiling of this graffiti IoT industrial fund means that Gaochun, one of the largest investment institutions in Asia, has added weight to the industry again.</b>Zhang Lei, founder of Hillhouse, once put forward in the book Value: For an investor, it is a very important ability to understand the key industries and enterprises with huge potential energy.</p><p>The IoT industry just has the \"potential energy\" that Hillhouse values.</p><p>From the perspective of policy development, IoT is an industry that our government has focused on supporting in recent years. Technically, artificial intelligence, big data, cloud computing, edge computing and other technologies are constantly developing, and sensors, communication networks, cloud-edge data platforms and various applications are becoming more and more perfect, accelerating the arrival of the climax of IoT development. In terms of demand, intelligence and digitalization have become indispensable guarantees for B-end enterprises in production, management and operation, and consumers' acceptance of smart devices is also constantly improving.</p><p>At present, the penetration rate of IoT market is still not high, and it is on the \"eve\" of the coming wind, and there is huge room for future growth.<a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>It is estimated that a single household needs 50 intelligent modules to complete intelligence, but in 2019, there were only 763 million intelligent modules in the world. Assuming that all of them are for household use, corresponding to about 1 billion households in the world, each household has less than one intelligent module on average. Therefore, the market penetration rate of intelligent modules is less than 2%, and there is still room for 50 times growth. It can be expected that the shipment of intelligent modules will rise rapidly in the next few years, and the global intelligence process will also accelerate.</p><p>After years of gaining momentum, human society has moved from the PC era to the mobile Internet era, and is about to enter the IoT era. It is not difficult to see that IoT may become another blue ocean after the mobile Internet.</p><p><b>The three pillars of the IoT industry</b></p><p>The three roles of cloud giants, To C hardware brands and IoT developer platforms that cut into IoT have become three key forces that cannot be ignored in the IoT industry. Among them, it is worth mentioning the IoT developer platform. If cloud giants and To C hardware brands play the roles of \"infrastructure builders\" and \"intelligent device producers\" respectively, the developer platform will be the linker of IoT ecology and solve the core pain points of the industry.</p><p><a href=\"https://laohu8.com/S/601995\">CICC</a>(CICC) put forward such a view in a recently released report: \"Benchmarking the mobile Internet era 10 years ago, in the outbreak of every generation of new device connection, the birth of giants was to gather upstream and downstream players through unified operating system capabilities, and establish a strong ecosystem and barriers.\"</p><p>In the era of mobile Internet, the rise of Android is a very typical example.</p><p>In 2007,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Developed Android system, and led the establishment of Open Handset Alliance, which included a large number of mobile phone manufacturers, chip manufacturers and operators. At the time, Eric Schmidt, then Google's chairman and CEO, said: \"The powerful platform we announced will power thousands of different models of phones.\" He commented that the strategy was \"more ambitious than any of the' Google phones'speculated in the media over the past few weeks\".</p><p>At the birth of Android, the industry already had the Symbian system that dominated the market, as well as the Windows mobile operating system,<a href=\"https://laohu8.com/S/BB\">Blackberry</a>System and iOS, which has just broken its shell, while the latecomer Android seeks to break the situation by open source. From the beginning, Android adopted the open source system, which quickly gathered loyal developers from all over the world. Then, a steady stream of application products gradually blossomed and gathered in the App store represented by Google Play, attracting more and more end users to enter the App ecosystem of Android system.</p><p><a href=\"https://laohu8.com/S/03908\">CICC</a>It is believed that \"the establishment of Android system ecology is to grasp the bilateral network effect of developers and end users\". Open source labels Android as neutral, which is the entrance for Android ecology to take off. After this, Google provides a large number of SDK developer tools in order to consolidate its ecology on the developer side; In order to consolidate the ecosystem on the user side, the value-added services provided by Google Family Bucket are used to enhance user stickiness.</p><p>After more than ten years of development, Android has become the largest mobile operating system in the world, with a market share of about 75%.</p><p>Looking back at the IoT ecosystem, its core mainly consists of four basic elements, namely, devices, networking layer, application layer and cloud. Because of the extreme diversity of equipment, this industry is destined not to be a \"winner-take-all\" market. Intelligent devices of different brands and categories need to be connected with multiple scenarios and diversified applications, so that brands, OEMs and end users can communicate and interact through various intelligent devices.</p><p>Therefore, the industry also needs an IoT developer platform to create an \"operating system\" that belongs to the IoT industry. Through a unified operating system, upstream and downstream players are gathered, and products of different brands and categories are linked together to build an IoT ecosystem with the Internet of Everything. Compared with the other two business models, in the IoT industry, the number of companies deeply involved in developer platforms is scarce.</p><p><b>\"Ecological Co-Builder\" in the IoT Era</b></p><p>In the IoT era, graffiti intelligence is such an \"ecological co-builder\".</p><p>As of December 31, 2020, the Tuya IoT developer platform has brought together over 262,000 registered developers and linked over 200 million Powered by Tuya devices. Different Powered by Tuya devices can be interconnected across brands and categories.</p><p>In March this year, Graffiti Intelligence successfully landed on the New York Stock Exchange in the United States, becoming the \"first share of the global IoT cloud platform\". The IPO fund-raising scale exceeded 900 million USD, and the market value on the first day of listing was nearly 14 billion USD, which also proved that this business model has great development potential from the perspective of the capital market.</p><p>Moreover, as a neutral and open IoT cloud platform, after helping global enterprises link massive devices together, Tuya Intelligence has a great opportunity to become the central management platform of these devices, and attract more enterprises to join the ecology, thus realizing the continuous \"self-proliferation\" of the ecology.</p><p>This time, Tuya Intelligence and Hillhouse jointly launched the IoT Industry Fund, which was interpreted by the outside world as an extension of its platform ecological strategy.</p><p>If we explore the mobile Internet era, the key to the rise of Android lies in its open and diverse ecology. Similarly, in the IoT era where everything is connected, it is impossible for one platform to complete all industry applications alone. Therefore, Tuya launched the IoT Industry Fund this time, announcing that it will support more developers in the industry, including Android and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>In the early days, in order to encourage developers to join the ecosystem, the shadow of various favorable measures was introduced.</p><p>It is worth noting that this graffiti also announced the \"Klein Plan\" that will empower the \"nine major industries\", which just reflects each other with players from all walks of life who have announced their entry into the IoT industry in recent times.</p><p>It is foreseeable that in the future, the ecology of IoT industry will continue to explode, traditional industries will be gradually upgraded to intelligent commerce, and traditional devices will be gradually upgraded to intelligent devices. In the process of industrial intelligent transformation, platform enterprises may become the mainstay, playing a key role in \"empowering all things to be intelligent\" and leading the wave of intelligent era.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1201241384421641\">时氪分享</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/698524fb247d33e97bc29e7edacc3a96","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U","GOOG":"谷歌","TUYA":"涂鸦智能","03086":"华夏纳指","GOOGL":"谷歌A"},"source_url":"https://36kr.com/p/1201241384421641","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130737155","content_text":"4月26日，IoT云平台涂鸦智能携手高瓴，在全球硬科技开发者大会上共同揭幕涂鸦IoT产业基金。\n该基金管理资金规模达4亿美元，主要面向全球处于成长期的IoT企业进行投资。涂鸦智能与高瓴表示，作为头部IoT云平台和投资机构，双方将大力扶持IoT赛道的潜力企业和项目，共同打造多元且丰富中立的全球智能商业生态。\n在经历了2020年历史性转折的一年后，IoT似乎正重新回到资本市场的舞台中心。无论是在智能家居、智慧商业还是在智慧城市、智慧工农业等领域，都扮演愈发重要的角色，各领域的IoT投融资事件也因此高度活跃，巨额融资频发。\n例如2020年5月，工业物联网创企Samsara继前一年获得3亿美元的F轮融资之后，又筹集了4亿美元，进一步扩大其工业物联网业务；2021年1月21日，IoT初创公司Skylo走出隐匿模式，并宣布完成由软银集团领投的1.03亿美元B轮融资；而在国内，在线教育企业纷纷宣布推出智能硬件，贝壳找房则是布局物联网行业已久，近期在社区智能化领域动作频频。\nIoT，移动互联网之后的新风向\n今年IoT赛道热潮汹涌，究其背后原因，是基于对整个行业看好的预期。\n今年3月，涂鸦智能赴美IPO，高瓴成为涂鸦的投资方。而本次涂鸦IoT产业基金的揭幕，则意味着作为亚洲最大投资机构之一的高瓴对该行业的又一次加码。高瓴创始人张磊曾在《价值》一书中提出：对一名投资人而言，理解潜藏在巨大势能的关键行业和企业，是非常重要的能力。\n而IoT行业恰好具备高瓴所看重的“势能”。\n从政策发展的角度而言，IoT是我国政府近年来重点扶持的行业。在技术上，人工智能、大数据、云计算、边缘计算等技术不断发展，传感器、通信网络、云边端数据平台和各种应用愈加完善，加速了IoT发展高潮的到来。在需求上，智慧化、数字化已成为B端企业在生产、管理和运营上不可或缺的保障，消费者对智能设备的接受度也不断提升。\n当前，IoT市场渗透率仍不高，处于风口来临的“前夜”，未来增长空间巨大。天风证券估测，单个家庭需要50个智能模组完成智能化，但2019年全球仅有7.63亿个智能模组，假设其全部为家庭用，对应全球约10亿家庭，平均每个家庭拥有的智能模组不足1个。因此，智能模组市场渗透率不足2%，仍有50倍成长空间。可以预计的是，智能模组出货量将在未来几年内快速上升，全球智能化进程也将加速推进。\n历经多年蓄势，人类社会已经从PC时代走到了移动互联网时代，并即将进入IoT时代。不难看出，IoT或将成为移动互联网之后的又一个蓝海。\nIoT行业的三足鼎立\n切入IoT的云巨头、To C硬件品牌、IoT开发者平台三种角色，已经成为IoT行业内不可忽视的三股关键力量。其中值得一提的是IoT开发者平台，如果说云巨头和To C硬件品牌分别扮演“基础设施建设者”和“智能设备生产者”的角色，开发者平台则会是IoT生态的链接者，解决了行业核心痛点。\n中金公司（CICC）在近日发布的报告中提出了这样一个观点：“对标10年前的移动互联网时代，在每一代新设备连接的爆发期，巨头的诞生都是通过统一的操作系统能力汇聚上下游的玩家，建立起强大的生态体系和壁垒。”\n在移动互联网时代，安卓的崛起是一个非常典型的例子。\n2007年，谷歌研发安卓系统，并牵头成立了开放手机联盟（Open Handset Alliance），将大量手机制造商、芯片制造商、运营商囊括在内。当时，时任谷歌董事长兼首席执行官的埃里克·施密特表示：“我们所公布的强大平台将为数千款不同型号的手机提供动力。”他评论道，这一战略“比过去几周媒体所猜测的任何一款‘谷歌手机’都要雄心勃勃”。\n在安卓诞生之时，行业内已经有了称霸市场的塞班系统，以及Windows手机操作系统、黑莓系统和刚刚破壳的iOS，而后来者安卓寻求破局的途径是——开源。安卓一开始就采用开源系统，迅速汇集了来自全球的忠实开发者，随后源源不断的应用产品逐渐开花结果，汇集在以Google Play为代表的应用商店中，吸引越来越多的终端使用者进入安卓系统的App生态。\n中金公司认为，“安卓系统生态的建立正是把握了开发者、终端使用者的双边网络效应”。开源为安卓打上中立的标签，是安卓生态起飞的入口，在这之后，谷歌为了巩固其在开发者端的生态，提供大量 SDK 开发者工具；为了巩固在用户端的生态，以谷歌全家桶提供的增值服务增强用户粘性。\n历经十余年发展，目前，安卓已成为全球最大的移动操作系统，拥有约75%的市场份额。\n将目光放回IoT生态，其核心主要由四个基本要素组成，即设备、连网层、应用层和云。这个行业由于设备极度多样，注定不会是“赢家通吃”的市场，不同品牌、不同品类的智能设备就需要用多场景、多样化的应用来连接，品牌、OEM及终端用户才得以通过各种各样的智能设备进行交流和互动。\n因此，行业同样需要一个IoT开发者平台，来创造属于IoT行业的“操作系统”，通过统一的操作系统汇聚上下游的玩家并将不同品牌、不同品类的产品链接在一起，构建起万物互联的IoT生态。相比起其他两种商业模式，IoT行业内，深耕开发者平台的公司数量稀缺。\nIoT时代的“生态共建者”\n在IoT时代，涂鸦智能就是一个这样的“生态共建者”。\n截至2020年12月31日，涂鸦IoT开发者平台已经汇集了超过26.2万注册开发者，链接超过2亿台Powered by Tuya设备。而不同的Powered by Tuya设备之间可以实现跨品牌和品类的互联互通。\n今年3月，涂鸦智能顺利登陆美国纽约证券交易所，成为“全球IoT云平台第一股”，IPO募资规模超9亿美元，上市首日市值近140亿美元，也从资本市场的角度佐证了这种商业模式拥有巨大的发展潜力。\n而且，作为中立、开放的IoT云平台，在帮助全球企业把海量设备链接在一起之后，涂鸦智能有很大机会成为这些设备的中心管理平台，并吸引更多企业加入到生态之中，从而实现生态连续不断的“自我增殖”。\n此次涂鸦智能和高瓴共同推出IoT产业基金，外界解读为是其平台生态战略的延伸。\n若探究移动互联网时代，安卓崛起的关键，在于其生态足够开放多元。同理，在万物智联的IoT时代，不可能有一家平台能独力做完所有行业应用。因此，涂鸦此次推出IoT产业基金，宣布要扶植更多行业内的开发者，大有安卓和苹果早期为鼓励开发者加入生态，推出各种利好措施的影子。\n值得关注的是，此次涂鸦还宣布了将赋能“九大行业”的“克莱因计划”，这和近期动作频频，纷纷宣布进军IoT行业的各行各业玩家，正好相互映照。\n可以预见的是，未来，IoT行业生态会继续爆发，传统产业逐步升级为智能商业，传统设备将逐步升级为智能设备。在产业智能化转型的过程中，平台型企业或将会成为中流砥柱，扮演“赋能万物智能”的关键角色，引领智能化时代的浪潮。","news_type":1,"symbols_score_info":{"09086":0.9,"GOOG":0.9,"TUYA":0.9,"GOOGL":0.9,"QNETCN":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":4324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":952897190,"gmtCreate":1591921220310,"gmtModify":1705317255379,"author":{"id":"3550402835667717","authorId":"3550402835667717","name":"繁荣景象","avatar":"https://static.tigerbbs.com/d126e3b3c2401183506526735a1a1b56","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550402835667717","idStr":"3550402835667717"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/952897190","repostId":"1153645979","repostType":2,"isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}