Create the Digital Scene: "Building Infrastructure" in the Metaverse

Since digital situations where the digital and reality are merged are metaverse locations and geometric concepts, the meaning of digital images is the mere location and location of the metaverse. The construction of digital events can be compared to the "construction" of the metaverse, which should pave the way for improvements in the digital and metaverse business wave. We believe that computing power, game engine and creative digital content are the three main components of the digital image, and recommend focusing on the digital business scene in three stages.

With the high quality and versatility of digital imagery separated by the support of mere computing power, it is recommended to carefully monitor companies with R&D capabilities in semiconductors, 5G/6G communication, cloud and edge computing, IDC, etc. .

As a tool for creating digital scenes, the game engine constantly improves the accuracy and understanding of digital images, at the same time, the game is the first application of digital scenes, enables sports enterprises to create digital images. Pay attention to engine manufacturers and companies with R&D capabilities.

Content creativity is an art of composition scenes, and it is worth paying attention to the platform-based IP companies with various boutique IP providers, and digital vision technology companies are actively involved in creative display .

Building a digital scene can be compared to "building buildings" in the metaverse. In the wave of digital business and metaverse, digital development must make a difference in the future.

Since digital situations where the digital and reality are merged are metaverse locations and geometric concepts, the meaning of digital images is the mere location and location of the metaverse. Digital devices have been widely used in games, film and television, home design, design and other industries, including software and hardware development, development of digital twins and In the real Internet, the country supports and supports digital marketing, such as VR / Based on augmented reality With the popularity of new terminal digital scenes, the demand for digital home scenes will further increase. In the long term, the digital scene will become a meta-temporal process, expanding the development space in the process of digital and physical communication.

Counting power, game engines and digital development are three key elements of digital imagery.

Power computing is a new commodity in the age of digital business.Counting the power required to create virtual images is expected to increase in the future due to user integration, versatility, high performance, and changes in design patterns.

The game machine is a tool for setting up digital images.Rich design, functionality, algorithmic functionality, tools, and data can be collected, repurposed, and repurposed across the platform, helping to improve the performance of digital images in a variety of contexts.

Conceptual content is an art form for mixing digital images.PGC and UGC will greatly contribute to the creative thinking of digital content, among them, PGC's expertise will be a major force in digital events. Knowing the different aspects of digital stage design, developers can create a colorful virtual space inspired by real-world culture and classic IP.

Over time, the application of digital imaging continues to grow.

As the development of technology, the rapid development of technology, the rapid development of intelligence, and the continuous transformation of the human-computer model, digital business is changing now, and the virtual world and the real world. daily sharing. Digital image development continues to delve into new applications such as gaming entertainment, AR/VR, and virtual real estate, as well as changes in technology and content creation processes. At the same time, with the development of the digital industry becoming the focus of national development, the development of the digital environment will continue to promote the transformation of the economy and further development as an integral part of models such as digital twins . . And the Internet is really the future of the extended development space.

report incidents

New developments under digital building sites remain immature and there is a risk that the application does not meet the requirements. The rapid pace of investment and growth in the technology industry is not as fast as expected. Risks related to stricter management, increased competition in the industry, etc.

investment ideas

We believe digital power, game engine and creative digital content are our core values ​​of digital imaging.

①The advantages and disadvantages of digital devices are separated by the large computing power support, it is worth paying for companies with R&D capabilities in semiconductors, 5G/6G communications, cloud and advanced computing, IDC and other industry advantages.

② As a toolkit for creating digital scenes, the game machine continuously improves the accuracy and understanding of digital events, at the same time as the ease of use of digital scenes, game makers can create digital images. Dedication to game companies such as Unity (UN), Epic Games (anonymous) and game companies Tencent Holdings (00700.HK), NetEase (NTES.O), Roblox (RBLX.N) and Xinxin with strong ability to R&D (02400.HK), Three Seven Chat Fun (002555.SZ), Global Best (002624.SZ), Gigabit (603444.SH), etc.

③ Creative content is the fuse of digital image creation. Chinese Literature Group (00772.HK), Bilibili (BILI.O), Mango Super Media (300413.SZ), Chinese Online (300364.SZ) and Fengyuzhu (603466.SH) are involved in digital graphic design. Additionally, we have divided some of the companies involved in the digital scene building industry chain.