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在數位資產量化交易中的應用初探

在數位資產量化交易中的應用初探

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For what I remember, I was always more afraid than anyone else. What happened? Almost nothing - I just had the bout. Are there any spasms of something wrong? Maybe he's afraid he's contagious. And then why are 在數位資產量化交易中的應用初探 you talking about the devil? Why a prison? I had a piece of bread. It was fresh and fragrant. Yesterday I made him his own hand. I have to say that I really did this time. Suddenly my bite began to bang in my throat. Somewhere near the window, he sat down and began to sneak around his changing trills around. He whispers and leaves for a moment where he likes. Everywhere he finds something in his beak . I've been trying to be in his place .

在數位資產量化交易中的應用初探

自网际网路兴起至今,以改变人类资讯传讯的方式,颠覆了传统的交易行为,而在其变化过程间产生之商机造就了无数的网路新贵。然而在可预见的未来,由于电脑软硬体的长足进步、各项支援技术的​​成熟、资金不断的涌入、以及企业对这方面的认知而产生的急迫感,将会使得环绕网际网路的各项业务蓬勃发展。尤其以企业对企业虚拟电子交易市集(B2B Marketplace)为主流之发展最受瞩目。Aberdeen Group, Inc.分析预测,B2B电子商务年成长率评估为200%强,而于西元2003年透过网际网路进行B2B的交易额将超过2兆美金。根据Gartner Group,西元2004年全球线上交易金额将达73兆美金,而透过虚拟电子交易市集的交易将占超过50%。

现今之所以能演进至企业对企业虚拟电子交易市集,是由于其所须整合之必要技术,举凡硬体及网路基础建设(Infrastructure)、软体之建构平台(Plateform、Framework)、网路上之交易行为[如电子目录(e-Catalog)、拍卖议价(Auction)、反向拍卖议价(Reverse Auction)]、后端B2B Collaboration(资讯流,金流,物流之整合)及安全机制已渐趋成熟,才可能架构出成功的虚拟电子交易市集。

目前全球Marketplace中较具规模者已超过600个,且平均以每月50个新市集的速度增加中(Aberdeen Group, 在數位資產量化交易中的應用初探 Inc. 提供)。其中较知名者包括:Auto-Xchange、VerticalNet.com、GlobalNetXchange、RetailersMarketXchange、GTX (Global Transport exchange)、OracleExchange.com 在數位資產量化交易中的應用初探 等。就企业面而言,加入B-to-B eMarketplace可连带整合企业本身资源,提升供应链运作效率,进而强化顾客关系管理,不论从企业经营效率的提升和成本的降低乃至调整企业文化以适应网际网路带来之冲击,均为企业主可直接感受及获得之效益。自交易市集面而言,企业若不自行研发解决方案,通常必须寻求解决方案提供者(Solution providers)的协助。国内由于Marketplace起步较迟,人才取得不易,通常均采用现成之解决方案,经过详细评估后,即进行市集之建立。

解决方案之技术基础架构 (Platform) 多为 N-tier, Component-based Architecture,采用最新之 Java 2 Enterprise Edition (J2EE) 和 Enterprise JavaBean (EJB) 者为大多数,另则采用 C++ 和CORBA 架构。

资料传递之格式主要采用网际网路资料交换的标准格式- Extended Markup Language(XML),使用RosettaNet做为虚拟电子交易市集的标准流程及资讯应用协定。讯息沟通的传送格式,则多可与ICE、cXML、bizTalk等不同格式互相转换,或与传统之EDI进行资讯交换。前端作业之网路伺服器(Web Server),须能传回各种格式,如HTML、Java Applications、WML等,以供显示于电脑之显示器、手机、PDA等。兹将各解决方案整理如下:

CommerceOne - 着重非直接物料性之采购自动化 (Indirect procurement automation) 且可连结各市集形成一全球性市集,但缺点为尚未本土化。此解决方案可适用于大中小企业,台湾之Com2B即与CommerceOne结盟。

Oracle Exchange - 甲骨文公司之技术与虚拟电子交易市集(Exchange)结合,可提供完整的解决方案。此解决方案与供应链管理系统之串联即将完成,将有助于其产品之推广。 Auto-Xchange,RetailersMarketXchange和其本身之OracleExchange.com均是由Oracle Exchange开发而成。

Extricity 在數位資產量化交易中的應用初探 Alliance - 其Public Process之Business Objects可将标准化之资讯在Hub间传递,亦可与Satellite的Private Processes进行传输,而各企业内之系统可不需再做任何更改,只需与Private Process进行串联即完成了与虚拟电子交易市集之建构。

WebMethods - 着重机器对机器与系统对系统之资料交换,并可结合多处来源之资讯,整合成单一文件,对报表之形成及特殊文件内容管控 (Content management) 有极大助益。此解决方案适用于大中型企业。

Intershop Enfinity - 其所提供之市集,除了经由电脑,更可经由手机或PDAs进行交易;可管理远端相关网站之交易,并提供所谓Silence Commerce - 直接由电脑自动与其他电脑做资讯交流,完全无须人员介入。最大优点是可无限扩展其系统 (Infinite Scalability)。

另外还有 i2 (HighTech Matrix)、EdgeWave (Nettrader)、IBM、Vitria的解决方案。

从The Extended Enterprise到 B-to-B e Marketplace

对单一企业而言(图一),如能善加利用企业软体整合工具,进而实际将企业内的企业资源规划系统(ERP "The Backbone")在數位資產量化交易中的應用初探 、客户关系管理系统(CRM)及供应链管理系统(SCM)整合成一体,则可达成所谓电子化之企业体。但进行电子化转移的企业体,都遭遇到资讯整合困难的问题,包括本身系统和前端网路以及本身系统和外部企业伙伴,甚至企业本身内部多项资讯系统亦有整合困难的问题,Marketplace则为目前整合问题的最佳解决方案。

自网路服务提供者(Internet Service Provider) -- 美国线上(American On Line),到搜寻引擎(Search Engine)及入口网站(Portal) -- 在數位資產量化交易中的應用初探 雅虎(Yahoo)的兴起,以及企业对顾客的电子商务(B2C e-Commerce) -- 亚玛逊书店(Amazon.com)及E*Trade等,至今日的企业对企业虚拟电子交易市集(B-to-B eMarketplace),网际网路已渐趋成熟,惟未来仍然有无限发展的空间。尤以后端资讯流的整合,应超脱旧有的架构,向供应链虚拟整合及企业间之系统对系统整合(System to System Integration)推进。如此国内之产业才有能力直接挑战国际,再行创造出另一波经济奇迹。

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