The revolutionary node has not yet arrived and blockchain is one of our major investments.

通证经济 view 36 2021-12-6 14:26
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Recently, some companies were quick to announce their involvement in the meta-globalization industry. A Securities Daily reporter recently looked at the related announcements and found that more than 70 companies are now listed under the concept of a meta-universe.

A number of private equity firms have told reporters at Securities Daily that the Meta Universe is now in its infancy and the market explosion has not yet arrived. . The market A integration meta-world concept is still driven by speculation, and some companies lack support, which is a clear “artistic” concept. From an investment point of view, the current level is very desirable and there are not many ways to invest. Future investments in the concept of metauniverses are expected to occur in hardware and software components, with hardware-based VR and AR and “community entertainment” based software.

The stock prices of the Meta Universe concept are inflated.

Since November, the A-share market meta-space strategy sector has continued to grow and related strategies have shown significant growth. According to data published by Tonglian Datayes, from November 1 to December 3, meta-global content increased by an average of almost 20%. Among them, the China Online stock price rose nearly 99% to become the first place, Jiachuang Video rose 88.72%, and nine Chinese products including Hengxin Oriental, Dafu Technology, Hanwei Technology and Zhongqingbao have also increased by more than 30%.

As commodity prices rise, market interest in conceptual meta-universe stocks continues. Recently, several listed companies such as Perfect World, BlueFocus and Aofei Entertainment have announced or responded to the development of the meta-universe world via interactive platforms.

On December 4, World Best announced that through a series of consultations, the company is optimistic about the future of the Metaverse and continues to explore further. The capability in the Metaverse realm combines existing strengths with future technology, and is already in the process of improving performance. . We look forward to providing players with more knowledge and experience by sharing the key points of the meta world.

At the end of November, BlueFocus announced that among its interactive chat, virtual human IP and other tech-related business information, XR technology, virtual space and the metaverse are the tracks the company will focus on and market. in the future. The company can raise more than one billion yuan to invest in metaverse-related leads and successfully develop its own intellectual property, technology and key features. BlueFocus also announced the formation of a joint venture, Blue Universe Digital Technology Co., Ltd., focused on investment research and marketing businesses related to Meta Universe.

It should be noted that some companies have received management notices due to the concept of metaverse. The concern letter wants listed companies to explain whether this has an impact, such as the stock price estimates of the Cengyuan Universe concept gold and the metaverse process.

“As market demand increases, capital is rapidly gaining ground in the realm of meta-global content represented by games. Some home gaming companies have sprung up. to improve self-sufficiency using a meta-holistic strategy in terms of continuous data collection, lower business costs and lower performance compared to last year. At this point, the conceptual stock of the A-share market meta-universe is very speculative, but there isn't much investment potential. " three. Further and further, it must be developed from materials that are more recyclable, more interactive and more energy efficient. You also need Super Support. Reliability, reliability and low cost performance are still a long way from mature applications.

Liu Cunxin, chief financial officer of a private equity firm, told the Securities Daily reporter that it was unacceptable that Metaverse had become more entrenched in people's lives in all aspects of life, relationships and work. . And it could be a general guide for future improvements. . However, the current changes are still in the early stages of development and most technologies will still take a long time to correct and modify. Traders are advised to beware of products from the meta-universe.

The meta world has three major investments.

From a private equity perspective, there are three main investments in metaglobal products: hardware products such as VR / AR, software such as content design, and processes such as third party investments. With cloud computing and blockchain.

Yang Ziyi, chief investment officer of China Ruihe Bank, told Securities Daily that on the hardware side, virtual reality and augmented reality are the key to entering the metaverse which can create access to the metaverse's need. Investments in single-brand VR hardware have exploded since the start of this year, and the Oculus quest2 meta-design has shipped nearly 10 million units. Large-scale home builders are expected to actively research and develop hardware, and hardware upgrades and upgrades to be possible more quickly. Next year Apple, Sony and Meta are expected to announce new products with high results. While AR may not reach its end state in the near future, large companies have started to experiment with simpler functionality and will still be able to capitalize on it in the years to come.

On the software side, mature "platform building engines" such as Unity and Roblox have emerged. Unity is a global 3D content design platform, providing design tools for sports, automotive, film, construction engineering and more. Over 50% of the world's video games are produced by Unity powered by a 3D engine. Since there are a lot of things needed to create the Metaverse, it's also worth noting the investment in the production platform.

In terms of infrastructure, the underlying technologies include 5G, AI, cloud computing and blockchain, as well as supporting data transfer, computing, data production and development. .

Yang Ziyi said that by considering investments, it has become easier to find investments directly related to the hardware and software metaverse. Mainly hardware based on virtual reality and augmented reality and software based on "social entertainment". However, all investments must be backed by principle. From the current perspective, Metaverse is still in the early stages of its economic development and few listed companies are supporting these investments. Although the concept of A-market meta-localization is very hot, and the world's leading internet companies have also entered the market, public consensus testing can promote a sense of the market and promote the hype between content and content. , but investors must do this. pay attention to the choice. , to avoid the danger.

Liu Yan said: "The main entry into the meta world now is gaming, but the key link supporting the development of the future of global meta-strategy is the basis of technological advancements, such as device iteration. higher interactive, virtual reality., increased reality technology, and other improvements, etc., so on the one hand., we should focus on the development of foreign technology enterprises, and on the other hand, we should strengthen research on the NFT virtual idol anchor., Liu Yexi's "virtual character" A good example is virtual human technology that changes every minute, virtual idols can easily live in the world of ordinary people's knowledge and help promote landing on the meta-world in real life. "

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