Three questions about Metaverse: Is it a hype or a trend?
What can it bring?
Is it suitable for ordinary people to invest?
China-Singapore Jingwei, December 18 (Chang Tao, Zhao Jiaran, Lin Jian) When we talk about the meta universe, what are we talking about?
game?
Virtual real estate?
Or is it the remote meeting that has just been targeted?
Are these the essence of the meta universe?
What kind of virtual fire is hidden in the meta-universe of the great fire?
One question: Is Metaverse a hype or a trend?
The meta universe fires in 2021.
In March, Roblox, a sandbox game platform, went public, detonating the concept of meta universe.
In October, Facebook changed its name to "Meta", which stimulated the market's enthusiasm for Metaverse.
In China, in August, ByteDance acquired a huge amount of money to acquire Pico, a leading VR startup company in China, which triggered heated discussions in the market.
In addition, Huawei, Alibaba, Tencent and other high-tech Internet companies, and the three major operators have also laid out the meta-universe track one after another.
At the same time, the domestic meta-universe market has also shown another scene: everything touches meta-universe, it will be hot.
From the initial meta-universe games, meta-universe training, and meta-universe mining, to the recent concern of meta-universe real estate speculation, it can be said that "meta-universe is a basket, and everything can be loaded into it."
However, at present, the industry is actually not clear about what Metaverse is.
Before that, was the market's eager attention to Metaverse suspected of hype?
Who is the hype?
Sino-Singapore Jingwei noticed that in the secondary market, with investors paying attention to the concept of meta universe, game companies were the first to taste the sweetness. The stock prices of companies such as Tom Cat and Zhongqingbao ushered in a surge.
Subsequently, the meta-universe concept leaped forward and attracted regulatory attention.
For example, the Shenzhen Stock Exchange issued a letter of concern to Tom Cat, questioning the concept of using investors to respond to hot spots and speculation.
In the opinion of Ma Tianyi, chief analyst of the Minsheng Research Institute of Metaverse, the biggest problem of Metaverse at present is the public opinion bubble and capital speculation.
In an interview with Sino-Singapore Jingwei, he said, “irrational public opinion bubbles will lead to irrational stock market volatility, capital speculation will trigger market pursuits and lead to regulatory intervention. There are still many uncertainties in the meta-universe in the embryonic stage, industry and market There is an urgent need to return to rationality."
Zhu Jiaming, chairman of the Academic and Technical Committee of the Digital Chain Digital Finance Research Institute in Zhuhai Hengqin New District, and professor of economics, said in an interview with Sino-Singapore Jingwei that Metaverse has the ability to commercialize, and there are many opportunities and highlights, and it also has ample space. , But we must be wary of this concept being over-hyped by capital or companies that have insufficient knowledge of Metaverse, leading to misunderstandings of Metaverse and negatively affecting its development.
Question 2: What can the metaverse bring us?
Although the meta universe is considered to be the next frontier, as of now, the market has not given an accurate definition of meta universe.
The "Meta Universe Series White Paper: Global XR Industry Insights" released by Deloitte pointed out that the key features of Meta Universe are embodied in six core elements, including immersion, virtual identity, digital assets, real experience, virtual reality and complete social systems.
In the future, the development of Metaverse will move from real to virtual, realizing the digitization of real experience; on the other hand, from virtual to real, realizing the real digital experience.
Zhu Jiaming said, “Metacosm is an important historical event in the process of human being’s transformation from industrialization to informatization. It requires complete and mature scientific and technological support. Specifically, the development of blockchain, big data, energy, etc. is a prerequisite , The support of virtual reality technologies such as VR and AR is also necessary."
CITIC Securities believes that Meta Universe has no standard definition.
Metaverse is the next generation of the Internet in the next 20 years, and the digital existence of mankind in the future.
The ultimate meta universe will include: Internet, Internet of Things, AR/VR, 3D graphics rendering, AI artificial intelligence, high-performance computing, cloud computing and other technologies.
The ultimate meta-universe still needs great technological progress and industrial innovation, and it may not be possible until 20-30 years later.
Regarding the future application space of Metaverse, Zhu Jiaming said that Metaverse should not only be a game of capital, but should be participated by all people and develop towards education, public welfare, and public resources.
"Metacosm and education have a natural fit. At present, game companies have a relatively high level of participation, and education and other fields still have insufficient attention, understanding and popularization of Metaverse. I believe this situation will change in a few years."
Three questions: Is Metaverse suitable for ordinary people to invest?
The popularity of Meta Universe has also spurred the training industry.
China-Singapore Jingwei previously reported that an online course called "The First Lesson of the Metaverse" was online for only about 10 days, and the cumulative income was nearly 1.6 million yuan.
There is also a course called "Frontier Courses: 6 Lectures on Yuan Universe", which has been online for less than a month, and its total income has reached 1.36 million yuan.
Participants of the above-mentioned online courses said that learning Metaverse is not because of interest, but mainly because they want to take the initiative in the current wave of Metaverse fever and "make a handful of gold."
This actually represents the aspirations of most "loyal fans" of the Metaverse.
So, at this stage, is Metaverse suitable for ordinary people to invest?
An interviewed expert said, “Meta Universe is a new Internet concept that is currently sought after by capital. It is okay but not necessary to participate in various Meta Universe trainings." Pan Helin, Executive Dean of the Institute of Digital Economy, Zhongnan University of Economics and Law said Even if you understand Metaverse, you may not understand the capital market.
"Meta Universe is a capital feast, there is no profession, no experts."
For Metaverse, how can investors keep the truth from the fake?
Ma Tianyi believes that in a rational meta-universe industry, value investment is applicable.
"From the perspective of a securities investment analyst, the foreseeable Metaverse is derived from this generation of Internet technology. Therefore, to judge the true value of Metaverse, one must start with the problems faced by Internet products or Internet companies. This has given birth to technology to solve problems. This is a relatively clear path. When studying Metaverse, we must study large Internet companies, because they have the motivation and capital to use Metaverse’s natural attributes to re-establish the platform and market order." Ma Tianyi said.
The investment advice given by CITIC Securities is that there is still a longer development path from the ultimate meta universe, and there are more uncertainties.
At the current time, it is difficult to give a short-term benefit investment target for Meta Universe.
(Zhongxin Jingwei APP)
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