The meta-universe concept stocks exploded collectively, and Internet giants rushed into the game
After "Property", Meta Universe focused on "Conferences"
Since the concept of "meta universe" became popular, the popularity has continued to remain high.
The Red Star Capital Bureau noticed that the daily limit of A shares on December 13 was almost dominated by the concept of Meta Universe.
As of the close, the sector has 4 stocks with 20cm daily limit, 6 stocks with 10cm daily limit, and Meisheng Culture (002699.SZ) has 4 consecutive daily limits.
On the news, Baidu (09888.HK; BIDU.US) announced that it will release the Meta Universe product "Hirong" on December 27; on the other hand, the "Real Estate Group" entered the Meta Universe, with industry leaders throwing 3200 Ten thousand yuan to buy a piece of virtual land.
On December 9, the People's Daily published a comment on Yuan universe real estate speculation, "The risk of scalding hot to the point of prevention" pointed out that whether it is speculation or investment, bubble or wind, hype or trend, still need to raise a big question mark.
Under the hustle and bustle, it is not all gimmicks. Nowadays, remote conferences are being watched by practitioners in the metaverse, and some analysts believe that this is the fastest scene to achieve landing.
A number of meta universe concept stocks "20cm" strong daily limit
On December 13, the concept of Meta universe continued to rise, and related stocks set off a wave of daily limit.
Snowball data shows that the total market value of the meta universe sector is 1.46 trillion yuan.
As of the close, Hengxin Oriental (300081.SZ), Huichang Communication (300578.SZ), Fengshang Culture (300860.SZ), Aoya Design (300949.SZ) have strong 20cm daily limit; Meisheng Culture, Tianxia Show (600556.SZ) SH), Fengyuzhu (603466.SH), Roman shares (605289.SH) and other 6 stocks 10cm daily limit; Blue cursor (300058.SZ), Wanxing Technology (300624.SZ) rose more than 14%.
Legg Mason Culture has even 4 consecutive daily limit.
It is worth noting that despite the multiple bad news released by Legg Mason Culture last weekend, the market's enthusiasm for speculation remained unabated, and there were still more than 220,000 hands at the close of the daily limit.
According to the announcement of Legg Mason Culture on the evening of December 10, the company was warned by the Shenzhen Stock Exchange that the controlling shareholder Legg Mason Holding Group Co., Ltd. took up huge amounts of funds and the major shareholder’s reduction of holdings was not disclosed in advance. Therefore, the company may be "ST".
A private equity fund manager told reporters that looking at the market performance, the concept of meta universe is close to crazy, and investors need to beware of changing styles after overheating of funds, leading to chasing highs.
On December 9th, People’s Daily also commented on the craze for real estate speculation in Meta Universe, “The risk of scalding hot to the point of prevention” pointed out that whether it is speculation or investment, a bubble or an outlet, hype or a trend, still needs a big question mark. , "Come to think twice, beware of the risk of getting burned from the heat."
Internet giants have entered the meta-universe video conference and began to land
The meta-universe concept stocks are sought after by funds, which stems from the recent continuous good news.
On December 10th, Baidu announced that it would release the meta-universe product "Hiron" on December 27th, creating a permanent multi-person interactive space that spans virtual and reality.
At that time, Baidu Create 2021 (Baidu AI Developer Conference) will be held in "Greece".
This is the first domestic conference held in Metaverse, which can accommodate 100,000 people interacting on the same screen at the same time.
On December 6, the media reported that station B (ie, Bilibili, 09626.HK; BILI.US) is testing the Metaverse-related business "Energy Chain" and has launched a block browser tool, which can be queried on the chain information.
It is reported that there are three application scenarios for the high-energy chain at station B, namely "digital collection" (ie NFT), "digital identity" and "digital world".
On December 9, Facebook (now renamed Meta) announced that the company's VR world "Horizon Worlds" was officially open to people over 18 years old in the United States and Canada.
With immediate effect, users will no longer need to be invited to enter the beta version of Horizon Worlds.
Microsoft founder Bill Gates stated in a recent year-end letter that in the next two to three years, virtual meetings will shift from two-dimensional images to meta-universes.
He said that the rise of the meta universe will greatly change future work.
Prior to this, Meta and Microsoft reached a cooperation, and both launched a series of actions in the virtual office scene.
According to brokerage predictions, by 2025, Metaverse will have a total domestic market space of about 340-640 billion yuan in social, gaming, short video, mobile office and other fields. By 2030, it will bring broad growth space for the whole society.
According to brokerage predictions, by 2025, Meta Universe will have a total domestic market space of about 340 billion to 640 billion yuan in social, gaming, short video, mobile office and other fields. By 2030, it will bring broad growth space for the entire society.
Why is it a remote meeting?
Improving productivity is the most needed scenario
The global spread of the new crown epidemic has ushered in a major outbreak in the teleconference market, and has also given birth to upstarts in technology like Zoom.
But even now, there is still a gap that cannot be ignored between the effects of remote meetings and on-site meetings. The most obvious one is the lack of presence and immersion in remote meetings.
In this way, it will greatly reduce the experience of participants, thereby affecting the overall effect of the meeting, and even business innovation.
Nicole Herskowitz, general manager of Microsoft Microsoft Teams, also said in an interview with foreign media The Verge: "We often feel tired in remote meetings."
Some people in the industry believe that in the context of the rise of Metaverse, virtual reality and remote conferences have a natural integration point.
For example, you can use your own "avatar" (that is, the more popular digital person) to speak at the conference, and you can also use body language and micro-expressions to convey information.
Similarly, a report published by the Mate Research Institute also pointed out that virtual meetings using avatars are closer to human communication under natural conditions.
He Lizhong and Han Yang, analysts in the electronics industry of Beijing Capital Securities, believe that although the player base under Metaverse games is huge, from the perspective of macro development, improving the gaming experience is not a top priority, and productivity-enhancing video conferencing is currently the scene where Metaverse is most needed. .
We can imagine that when we participate in a remote meeting, everyone uses a virtual character that fits their own image to sit around a table in the virtual meeting room for a meeting and interact.
Compared with Zoom’s standard web conference mode that places participants in a video grid, “Meta Universe” is obviously more creative and more communicative.
Chengdu Commercial Daily-Red Star News Reporter Yu Yao Tao Yueyang Comprehensive News