美国元宇宙股票涨幅美国元宇宙股票走势

2022-04-23 04:12:02

① 美股元宇宙股票涨了多少

美股元宇宙概念股罗布乐思公司（RBLX）上市以来市值涨到509亿美元，合折人民币3300亿。
【拓展资料】
一、巨头早已涌入，元宇宙刚刚拉起序幕。
其实早在Roblox上市前，在Roblox的投资人列表中就可以看到腾讯的影子。Roblox的官方新闻稿中写有“Roblox将与腾讯携手，助力下一代中国创作者释放创意和想象潜能”。
在元宇宙的布局上，腾讯算是国内的领头羊。
公开资料显示，近年来，腾讯已持续投资Roblox、WaveVR、Avakin Life元宇宙概念相关的公司和产品。
2020年年底，腾讯公司董事会主席马化腾曾在年度特刊《三观》中写道：“现在，一个令人兴奋的机会正在到来，移动互联网十年发展，即将迎来下一波升级，我们称之为‘全真互联网’。虚拟世界和真实世界的大门已经打开，无论是从虚到实，还是由实入虚，都在致力于帮助用户实现更真实的体验。”
二、游戏板块受益最直观。
尊嘉金融港美股分析师称，元宇宙概念的出现，也带动了一些股票的快速拉涨。
比如VR、AR相关。但是受益最明显的就要数游戏板块了。
汤姆猫（300459.SZ）因公司改名叠加元宇宙概念股价大幅上涨。
2021年上半年，汤姆猫的主要收入是依靠《会说话的汤姆猫》这一IP获得流量，以取得广告收入。在回复交易所的关注函中，汤姆猫方也表示，元宇宙是一个非常宏大而遥远的愿景，公司当前的游戏产品与理论上的元宇宙存在很大差距。”但这依然难挡其股价上涨，9月13日依旧上涨17.45%。
业内人士表示，游戏板块此前受政策影响大幅下跌，现在防沉迷新规落地，行业发展的不确定性消除，这或许是网络游戏板块再加上虚拟现实、云计算、区块链等组成的元宇宙概念被市场追捧的原因所在。
尊嘉金融港美股分析师也表示，通过对用户港股美股交易数据的分析，发现近半个月AR、VR、以及相关游戏股票的交易量有大幅度提高。
三、元宇宙的未来。
9月13日，某机构在媒体上表示，终极的元宇宙联通物理世界和数字世界，将成为20年之后人类的生活方式，重塑数字经济体系。
未来3-5年，元宇宙将进入雏形探索期，VR/AR、NFT、AI、云、PUGC游戏平台、数字人、数字孪生城市等领域渐进式技术突破和商业模式创新将层出不穷。
目前“元宇宙”已有211个相关商标，其中单2021年申请注册的就有193个商标，国际分类涵盖办公用品、医药、家具、金融物管、材料加工和广告销售等，其中大部分处于“等待实质审查”阶段。
虽然元宇宙还只是一个概念，但是可以预见的是，它更是一个趋势，一个必然事件。

② 元宇宙是什么，为什么最近那么火

准确地说，元宇宙不是一个新的概念，它更像是一个经典概念的重生。1992年，美国著名科幻大师尼尔·斯蒂芬森在其小说《雪崩》中这样描述元宇宙：“戴上耳机和目镜，找到连接终端，就能够以虚拟分身的方式进入由计算机模拟、与真实世界平行的虚拟空间。”
今年3月，元宇宙概念第一股罗布乐思（Roblox）在美国纽约证券交易所正式上市；5月，Facebook表示将在5年内转型成一家元宇宙公司；8月，字节跳动斥巨资收购VR创业公司Pico……今年，元宇宙无疑成为了科技领域最火爆的概念之一。
那么，元宇宙到底是什么？为何各大数字科技巨头纷纷入局元宇宙？我国元宇宙产业又该如何布局与发展？
元宇宙目前尚无公认定义
准确地说，元宇宙不是一个新的概念，它更像是一个经典概念的重生，是在扩展现实（XR）、区块链、云计算、数字孪生等新技术下的概念具化。
1992年，美国著名科幻大师尼尔·斯蒂芬森在其小说《雪崩》中这样描述元宇宙：“戴上耳机和目镜，找到连接终端，就能够以虚拟分身的方式进入由计算机模拟、与真实世界平行的虚拟空间。”
当然，核心概念缺乏公认的定义是前沿科技领域的一个普遍现象。元宇宙虽然备受各方关注和期待，但同样没有一个公认的定义。回归概念本质，可以认为元宇宙是在传统网络空间基础上，伴随多种数字技术成熟度的提升，构建形成的既映射于、又独立于现实世界的虚拟世界。同时，元宇宙并非一个简单的虚拟空间，而是把网络、硬件终端和用户囊括进一个永续的、广覆盖的虚拟现实系统之中，系统中既有现实世界的数字化复制物，也有虚拟世界的创造物。
当前，关于元宇宙的一切都还在争论中，从不同视角去分析会得到差异性极大的结论，但元宇宙所具有的基本特征则已得到业界的普遍认可。
其基本特征包括：沉浸式体验，低延迟和拟真感让用户具有身临其境的感官体验；虚拟化分身，现实世界的用户将在数字世界中拥有一个或多个ID身份；开放式创造，用户通过终端进入数字世界，可利用海量资源展开创造活动；强社交属性，现实社交关系链将在数字世界发生转移和重组；稳定化系统，具有安全、稳定、有序的经济运行系统。
受到科技巨头、政府部门的青睐
8月以来，元宇宙概念更加炙手可热，日本社交巨头GREE宣布将开展元宇宙业务、英伟达发布会上出场了十几秒的“数字替身”、微软在Inspire全球合作伙伴大会上宣布了企业元宇宙解决方案……事实上，不仅是各大科技巨头在争相布局元宇宙赛道，一些国家的政府相关部门也积极参与其中。5月18日，韩国科学技术和信息通信部发起成立了“元宇宙联盟”，该联盟包括现代、SK集团、LG集团等200多家韩国本土企业和组织，其目标是打造国家级增强现实平台，并在未来向社会提供公共虚拟服务；7月13日，日本经济产业省发布了《关于虚拟空间行业未来可能性与课题的调查报告》，归纳总结了日本虚拟空间行业亟须解决的问题，以期能在全球虚拟空间行业中占据主导地位；8月31日，韩国财政部发布2022年预算，计划斥资2000万美元用于元宇宙平台开发。
元宇宙为何能受到科技巨头、风险投资企业、初创企业，甚至政府部门的青睐？
从企业来看，目前元宇宙仍处于行业发展的初级阶段，无论是底层技术还是应用场景，与未来的成熟形态相比仍有较大差距，但这也意味着
元宇宙相关产业可拓展的空间巨大。因此，拥有多重优势的数字科技巨头想要守住市场，数字科技领域初创企业要获得弯道超车的机会，就必须提前布局，甚至加码元宇宙赛道。
从政府来看，元宇宙不仅是重要的新兴产业，也是需要重视的社会治理领域。伴随着元宇宙产业的快速发展，随之而来的将是一系列新的问题和挑战。元宇宙资深研究专家马修·鲍尔提出：“元宇宙是一个和移动互联网同等级别的概念。”以移动互联网去类比元宇宙，就可以更好地理解政府部门对其关注的内在逻辑。政府希望通过参与元宇宙的形成和发展过程，以便前瞻性考虑和解决其发展所带来的相关问题。
在技术、标准等方面做好前瞻性布局
元宇宙是一个极致开放、复杂、巨大的系统，它涵盖了整个网络空间以及众多硬件设备和现实条件，是由多类型建设者共同构建的超大型数字应用生态。为了加快推动元宇宙从概念走向现实，并在未来的全球竞争中抢占先机，我国应在技术、标准、法律3个方面做好前瞻性布局。
从技术方面来看，技术局限性是元宇宙目前发展的最大瓶颈，XR、区块链、人工智能等相应底层技术距离元宇宙落地应用的需求仍有较大差距。元宇宙产业的成熟，需要大量的基础研究做支撑。对此，要谨防元宇宙成为一些企业的炒作噱头，应鼓励相关企业加强基础研究，增强技术创新能力，稳步提高相关产业技术的成熟度。
从行业标准方面来看，只有像互联网那样通过一系列标准和协议来定义元宇宙，才能实现元宇宙不同生态系统的大连接。对此，应加强元宇宙标准统筹规划，引导和鼓励科技巨头之间展开标准化合作，支持企事业单位进行技术、硬件、软件、服务、内容等行业标准的研制工作，积极地参与制定元宇宙的全球性标准。
从法律方面来看，随着元宇宙的发展，以及逐步走向成熟，平台垄断、税收征管、监管审查、数据安全等一系列问题也将随之产生，提前思考如何防止和解决元宇宙所产生的法律问题成为必不可少的环节。对此，应加强数字科技领域立法工作，在数据、算法、交易等方面及时跟进，研究元宇宙相关法律制度。
可以肯定的是，在技术演进和人类需求的共同推动下，元宇宙场景的实现，元宇宙产业的成熟，只是一个时间问题。作为真实世界的延伸与拓展，元宇宙所带来的巨大机遇和革命性作用是值得期待的，但正因如此，我们更需要理性看待当前的元宇宙热潮，推动元宇宙产业健康发展。
（作者系中国社会科学院数量经济与技术经济研究所副研究员）
来源：科技日报

③ 元宇宙已经火了一年多了，它现在的发展趋势如何

元宇宙现在的发展趋势可以说是逐步下滑，直至消失了。这其中主要是因为两点原因，一是资本不看好，二是为时过早。接下来，我们就仔细看一下这个问题吧。

总的来说，我个人认为元宇宙的发展趋势就是消亡，因为这个时代的技术还不足以满足不了元宇宙的设想。

④ 美股元宇宙实时行情

截止2021年12月9日，美股元宇宙股票价格最高：1252.88，今开：1229.06，成交量：3061.12万手，换手：4.30%，最低：1228.63，昨收：1228.80，成交额：423.98亿，量比：1.20，52周最高：1330.35
上涨：49，振幅：0.02%，平盘：4，52周最低：867.07，下跌：25，总市值：1.38万亿，流通值：1.13万亿，货币单位：CNY。
一、元宇宙
元宇宙（Metaverse）是利用科技手段进行链接与创造的，与现实世界映射与交互的虚拟世界，具备新型社会体系的数字生活空间。
它整合了多种新技术而产生的新型虚实相融的互联网应用和社会形态，它基于扩展现实技术提供沉浸式体验，基于数字孪生技术生成现实世界的镜像，基于区块链技术搭建经济体系，将虚拟世界与现实世界在经济系统、社交系统、身份系统上密切融合，并且允许每个用户进行内容生产和世界编辑。
二、股票投资注意事项
1、股票价格。购买股票时要观察的第一件事是每只股票的价格。这不仅决定了自己是否负担得起该股票投资，还决定了购买每种证券的数量。如果自己是通过经纪人购买股票，则平均每购买一股股票就需要支付一定的佣金。如果自己认为股价可能会下跌，则可以与经纪人订立限价单以减少可能的损失。
2、收益。即使自己负担得起某只股票，也不意味着该证券值得购买。因为如果自己认为该企业将来会获得高利润，则100元的股票可能会显得便宜。相反，如果每股2元的股票是来自预期收入的，那么预期影响变化就会受到影响到公司，那么成本就可能太高。当自己购买股票时，是希望分享公司所赚取的利润。股票的表现与这些收益以及公司是否产生所期望的利润有关。
3、股利。当自己购买股票时应该先查找这些公司是否有向投资者支付股息的历史。这是公司在有足够现金储备的前提下可以选择向股东支付现金。即使股票下跌一段时间，股息也可以为自己提供一定的收益。并且需要注意公司是否有提高股息金额的历史。
4、股票风险。如果自己要购买大量股票，应该要俩接公司交易所在行业的市场风险。例如，当股票市场红火并且经济发展时，所有股票可能看起来都在赚钱。当经济发生变化时，消费者延迟消费，或者技术公司的产品未达到预期的效果时，公司就可能会面临收入损失的风险，这会导致该公司股价下跌。所以在大量购买某只股票时需要了解该股票的潜在风险。
5、股票走势。自己可以通过在金融网站上输入股票相关的股票代码了解股票的当前价格，还可以观察其过去52周的最高和最低点。

⑤ 指数呈现震荡分化，元宇宙概念股大涨

一、财经新闻精选

什么信号？“央妈”年底频频祭出这一工具，可能有“大项目”马上要来

自12月20日以来，央行重启并连续开展14天期逆回购操作。业内人士指出，作为跨季跨节“专用工具”，14天期逆回购的现身，表明了货币当局稳定年末流动性的意图。根据往年经验，12月末可能还有近万亿元财政资金集中投放。前有万亿级降准，后有大额财政资金投放，加上央行公开市场操作起到衔接配合的作用，年末资金面应无忧。据统计，截至12月22日，2021年以来央行共开展公开市场逆回购操作78190亿元，其中11200亿元为14天期，其余均为7天期，占比分别为14%、86%，14天期逆回购仅间歇性使用。数据显示，今年以来央行只在3个时段开展了14天期逆回购操作：春节前、三季度末和目前所处的年末，维护跨季跨节流动性平稳为其主要用途。

北京、广东、江苏要求明星主播自查涉税问题，自查自纠不彻底将依法依规严肃处理

北京市税务局、广东省税务局、江苏省税务局12月22日相继发布公告称，对明星艺人、网络主播纳税人发布通告称，为进一步营造依法诚信纳税的良好环境，请此前尚未关注自身涉税问题或自查整改不到位的明星艺人、网络主播等，抓紧对照税法及有关通知要求进行自查，并于2021年12月31日前向税务部门主动报告和纠正涉税问题，税务部门将依通知要求从轻、减轻或者免予税务处罚。对仍拒不自查自纠或者自查自纠不彻底的，税务部门将依法依规严肃处理。

经济日报：长租房市场将迎来快速发展期

经济日报刊文，前不久召开的中央经济工作会议在部署房地产市场相关工作时再次强调，加快发展长租房市场。在坚持“房住不炒”“租购并举”的背景之下，长租房市场将迎来长足发展。发展长租房市场，是加快补齐住房租赁短板的必由之路。我国房地产市场长期“售卖一条腿长，租赁一条腿短”，发展租赁住房的支持政策不足。旨在解决新市民、青年人住房困难问题的保障性租赁住房正在加快推进。发展长租房市场，关键是加快培育专业化、规模化的住房租赁企业。

交通部：深化高速公路电子不停车收费系统（ETC）应用

据交通部22日消息，交通运输部近日印发《数字交通“十四五”发展规划》。发展规划指出，完善公路感知网络，推进公路基础设施全要素全周期数字化，发展车路协同和自动驾驶，推动重点路段开展恶劣天气行车诱导，缓解交通拥堵、提升运行效率。深化高速公路电子不停车收费系统（ETC）应用，建设监测、调度、管控、应急、服务一体的智慧路网平台。推动公路建设施工及养护智能化。推进公路智慧服务区建设。

交通运输部：部署北斗、5G等信息基础设施应用网络

交通运输部印发《数字交通“十四五”发展规划》。规划提出，完善部、省两级综合交通运输信息平台架构，推进综合交通大数据中心体系建设，加强数据资源的整合共享、综合开发和智能应用，打造综合交通运输“数据大脑”。深入推动北斗行业应用。在铁路、公路、水运、民航、邮政等领域推广应用北斗三号终端。深化交通运输领域北斗系统高精度导航与位置服务应用。推进物流枢纽智能化升级。推进智能仓储配送设施建设，推广仓储数字管理、安全生产预警、车辆货物自动匹配、园区智能调度等应用。推动物流园区间信息共享和业务协作。

中央网信办等公布国家区块链创新应用试点入选名单

据中央网信办22日消息，中央网信办、中央宣传部等17个部门和单位发布关于国家区块链创新应用试点入选名单的公示。公示期为2021年12月22日至2021年12月28日。名单中各试点单位（地区）应遵循诚实信用原则，严禁弄虚作假，严禁借区块链创新名义进行炒币、挖矿、非法集资、洗钱、传销和炒作宣传。

（投资顾问：林旭锐，执业证书号S0260615100004）

二、市场热点聚焦

市场点评: 指数呈现震荡分化，元宇宙概念股大涨

周三A股各大指数震荡分化涨跌不一，截止收盘，沪指收盘下跌0.07%，收报3622.62点；深证成指上涨0.70%，收报14791.33点；创业板指上涨0.55%，收报3368.70点。市场成交额达1.06万亿元。盘面观察：医药、电信运营、互联网涨幅居前；船舶、地产、水务跌幅靠前，行业板块涨跌互现，全天元宇宙题材概念股大涨。当前在基本面和流动性稳定背景下，市场有望呈现进二退一震荡盘升走势，操作建议灵活把握节奏波段参与，建议可重点关注金融、地产、风电、元宇宙概念等板块。股市有风险，投资需谨慎。

（投资顾问古志雄注册投资顾问证书编号：S02606611020066）

宏观视点：华为正式发布iData平台，数字化管理千亿级市场有待掘金

事件：华为近期正式发布了iData智能数据集成平台，以“1+N+5”生态合作理念，打造行业通用的全栈、全生命周期数据工具链解决方案，构筑千行百业数据基座，支撑行业数字化转型。据了解，本次发布的iData版本包含五统一管控、数据集成流程管理等特性，并已在全国60多个重点项目中推广，如国家电网四川省电力公司、北京市首都公路发展集团等。

来源：财联社

点评：中国企业的数字化管理水平还是比较低的，在企业管理的数字化运用上，我国目前的普及程度和应用水平只相当于十年前的美国。美国在2010年之后保持了连续十年非常稳定的增长，整个市场每年的增速达到30%-40%，中国企业数字化管理也必将呈现类似的趋势，未来中国数字化管理市场是一个千亿规模的大市场，建议可积极关注把握相关投资机会。

（投资顾问古志雄注册投资顾问证书编号：S02606611020066）

新能源行业：广东打造海上风电基地，海上风电需求加快释放

事件：广东省人民政府办公厅印发《广东省海洋经济发展“十四五“规划》,对“十四五“期间省内海洋经济发展作出部署。其中,规划明确提出,“十四五”期间要培育壮大海洋新兴产业,打造海上风电产业集群。

来源：安信国际研报

点评：“十四五“期间广东省将推动海上风电项目规模化开发,力争到2025年底累计建成投产装机容量达到1800万千瓦,推动海上风电产业集群发展,政策扶持风电行业有望进入高速成长期，建议可适度积极关注配置。

（投资顾问古志雄注册投资顾问证书编号：S02606611020066)

三、新股申购提示

2021-12-23暂无新股申购

四、重点个股推荐

参见《早盘视点》完整版（按月定制路径：发现-资讯-付费资讯-早盘视点；单篇定制路径：发现-金牌鉴股-早盘视点）

⑥ “元宇宙”概念个股业绩到底如何

答：您好，成熟的元宇宙产品需要5-10年的技术以及用户数量上的沉淀。因此，在基础设施尚未普及之前，元宇宙目前很难从业绩上直观体现。从“A股元宇宙游戏第一股”中青宝公司股价随着市场情绪推动，十天内股价翻倍。业绩方面，公司前三季度营业收入为2.57亿元，同比增长28.5%；归属上市公司股东净利润1356.5万元，同比增长730.2%。
看似不错的成绩单其实暗藏玄机。中青宝第三季度净利润为201.8万元，同比增长127.9%，分季度看，公司每个季度净利都呈下降趋势，高增速其实是2020年的低基数造成。

一、汤姆猫业绩：
与中青宝情况相似的还有汤姆猫。自元宇宙概念炒作以来，公司股价已累计上涨37.85%。公司三季报业绩同样表现不错，前三季度营业收入为14.02亿元，同比增长13.23%；归属于上市公司股东扣非净利润为5.88亿元，同比增长8.03%。其中，公司第三季度营业收入4.85亿元，同比增长44.14%；扣非净利润1.8亿元，同比增长70.58%。对于业绩增长原因，汤姆猫认为是源于核心游戏产品矩阵保持了稳定的长线运营。但公司在元宇宙业务方面也仍处于探索阶段未实现盈利，所有有关元宇宙概念的项目还都停留在专项工作室阶段。

二、歌尔股份
歌尔股份营业收入527.89亿元，同比增加52%；净利润33.33亿元，同比增加65.28%；经营性现金流净流入57.59亿元，同比增加112.68%。歌尔股份在第三季度营收以及净利增速略有下降，分别为17.46%、29.61%，不过依然符合市场预期。
2021年前三季度，歌尔股份精密零组件业务收入102.9亿元，同比增长23.86%；智能声学整机业务收入192.0亿元，同比增长25.72%。此外，公司智能硬件业务收入同比增长119.07%至222.3亿元。从细分业务增速上看，歌尔股份正逐渐从“果链”到“元宇宙”方向进行过度，VR/AR硬件块收占比逐年显著提升。

⑦ 元宇宙的发展前景

关于元宇宙有这么八大要素。对于想要体验虚拟现实的朋友来说，最看重的，或许是身份、朋友、沉浸感以及低延迟。
除了这些之外，还有多元化、随时随地、经济系统与文明的四大要素。
而这八大要素是roblox给出来的定义。关于roblox，其实就是一个大型的游戏，特别之处在于这是全世界最大的多人在线创作游戏，全世界各地的玩家在这里开发了大量的3D和VR等数字内容，同时这款游戏兼容休闲游戏、虚拟世界以及自建内容。并且这款游戏还拥有两种虚拟货币。分别是robux和Tix，现在Tix已经没有了，玩家主要用的是robux。
综合这八大要素来说，我们可以从四个方面对宇宙进行一个交叉定义。那就是独立性，连接性以及时空性和真实性。
元宇宙独立于我们的宇宙之外，但是与外部的真实世界紧密相连，我们可以把宇宙看作是一个平行空间，元宇宙的时间维度和我们的现实宇宙一样，都是真实的，但是元宇宙没有自己的实体空间，它只存在于网络之上，是一个将用户和网络统一的有机整体，元宇宙之中包罗万千，实现了多方面高度的覆盖。但是元宇宙的开发任重而道远，我们的技术尚不成熟。然而，毕竟元宇宙代表了未来互联网科技发展的大方向，多家公司也因此而赚得盆满钵满，就比如开发了会说话的汤姆猫的公司汤姆猫，仅仅因为公司方面，关于是否开发元宇宙进行了回复，就导致公司股票狂涨。

⑧ 什么是元宇宙，元宇宙基金有哪些

元宇宙（Metaverse）是利用科技手段进行链接与创造的，与现实世界映射与交互的虚拟世界，具备新型社会体系的数字生活空间。元宇宙本质上是对现实世界的虚拟化、数字化过程，需要对内容生产、经济系统、用户体验以及实体世界内容等进行大量改造。国际市场上共有六只元宇宙ETF，其中美国两只，韩国的4只。从基金规模和发展程度来说，以美国为主。国内尚无元宇宙ETF，多种产业指数受益元宇宙产业链。
国际市场上共有六只元宇宙ETF，其中美国两只，韩国的4只。从基金规模和发展程度来说，以美国为主。国内尚无元宇宙ETF，多种产业指数受益元宇宙产业链。
美国的元宇宙基金情况
美国是元宇宙的先行者，相比于国内许多大厂的观望，美国互联网巨头似乎更快的达成了共识。Rolox、Facebook（Meta）、苹果以及其他科技巨头都在积极布局元宇宙，推出自己的元宇宙概念产品。
美国已发行两只元宇宙概念ETF，分别是圆山投资的Roundhill Ball Metaverse ETF（META）和10月由Fount发行的Fount Metaverse ETF（MTVR）。
2021年6月30日，Roundhill Ball Metaverse ETF发行时规模仅有150万美元，而后受到元宇宙概念爆发、Facebook改名Meta、元宇宙概念电影《失控玩家》上映等消息刺激，掀起了美国元宇宙的投资热潮，截至2021年11月15日，Meta ETF规模快速扩张到3.85亿美元，暴增257倍，热度空前高涨，近一月涨幅达12.91%。
从持仓标的来看，META主要投资于硬件和虚拟平台等领域。根据三季报信息，持仓41家布局元宇宙的公司，包括英伟达、微软、Roblox和Facebook等，2021年三季报前十大重仓股集中度54.62%。
而 MTVR其投资目标更偏向于增强现实和虚拟世界等领域的公司，截至2021年11月12日，MTVR重仓持有了苹果、Meta平台和字母表等公司，其前十大重仓股集中度39.39%。
来看，美国的这两只ETF，持仓标的较为优质，上市后反响热烈，投资者热情高涨，整体处于快速发展的状态。
国内元宇宙基金情况
反观国内，并没有直接推出元宇宙的公募基金或者ETF。这和国内市场对元宇宙相关概念的认识稍慢有关。除了字节跳动豪掷90亿元收购Pico公司之外，其他的几大互联网巨头似乎对元宇宙有些后知后觉，国内尚未出现如Facebook（Meta）这种大型的元宇宙平台。但是产业链相关概念的板块ETF，例如跟踪中证动漫游戏指数、中证传媒指数和中证虚拟现实主题指数的ETF受到元宇宙概念带动上涨较多。
其中特别值得一提的是，选取涉及动漫、游戏等相关娱乐产业公司作为成分股的中证动漫游戏指数和跟踪虚拟现实指数的银华中证虚拟现实主题ETF近期表现都不错。前者是因为游戏是元宇宙主要的表现形式，后者则是重仓了元宇宙重要支持技术——VR/AR的上下游供应链的相关企业。
长期来看，元宇宙基金可投资标的并不少。国内现有的基金中，和元宇宙相关主动权益基金已超过300只，而包含元宇宙相关概念，如游戏、虚拟现实等的ETF接近400只。这些基金都为元宇宙未来投资提供了广泛的基金池，与此同时，部分基金经理也在积极布局相关领域。例如，市场已有3只私募产品以元宇宙命名，分别是正圆元宇宙、正圆元宇宙1号，以及上海高频-元宇宙1号。元宇宙或将成为基金未来布局方向之一。

⑨ 美股元宇宙概念股

美国知名投行伯恩斯坦表示，尽管目前仍难以准确定义“元宇宙概念股”，但部分相关公司有望从这一概念中获益。伯恩斯坦予谷歌(GOOG.US)、Meta(FB.US)、微软(MSFT.US)、高通(QCOM.US)、英伟达(NVDA.US)、Snap Inc(SNAP.US)、T-Mobile US(TMUS.US)、腾讯(TCEHY.US)“跑赢大盘”评级。伯恩斯坦还予AMD(AMD.US)、苹果(AAPL.US)、AT&T(T.US)、迪士尼(DIS.US)和威瑞森(VZ.US)“中性”评级。值得注意的是，长期以来，伯恩斯坦给予英特尔(INTC.US)“跑输大盘”评级。
拓展资料
伯恩斯坦的观点
1、伯恩斯坦表示，尽管Facebook计划成为“顶级元宇宙公司”，并将自己更名为Meta，但元宇宙仍是“一个模糊的术语”。但无论如何，受这一概念影响的最相关市场的年运营总额为2万亿美元，而且还在增长。伯恩斯坦承认，很难解决关于什么是元宇宙的困惑，但定义“元宇宙不是什么”可能更容易：它不是虚拟现实(VR)，但“虚拟现实肯定是其中的一部分”。诗意的解释可能是：“元宇宙是数字连接的一种进化，我们赋予‘数字生活’的价值超过了‘物质生活’的价值。”
2、伯恩斯坦认为，至少就目前而言，元宇宙是一种“进化，而不是变革”，而且一些设备已经到位：如Meta的Quest VR头盔、微软的HoloLens以及苹果手表等硬件都提供了移动网络以外的应用。实现元宇宙所需的“堆栈”包括网络、半导体、硬件、网络即服务(NaaS)、应用程序和软件即服务(SaaS)以及操作系统等，亚马逊、苹果、谷歌、微软、英伟达、高通、腾讯等公司在这些领域发挥重要作用。
3、伯恩斯坦认为，消费者和企业最终都会采用这项技术。从历史来看，企业有可能会引领这一潮流。从投资赢家和输家的角度来看，这一切意味着什么？传统的FAANG(Facebook、亚马逊、苹果、奈飞(NFLX.US) 和谷歌母公司Alphabet)是否仍是守门人，还是MMAANG将取代FAANG(即微软加入，英伟达取代奈飞)？
4、伯恩斯坦认为，“鉴于所需的技术创新和规模，小公司可能很难与科技巨头进行广泛的竞争。例如，苹果多年来对扩展现实 (XR)的投资、在消费硬件领域的专业知识以及其品牌的信誉，可能会以某种方式在元宇宙中获得回报。”

① How much have U.S. Metaverse stocks increased?

Since its listing, the market value of U.S. Metaverse concept stock Roblox Corporation (RBLX) has risen to US$50.9 billion, equivalent to RMB 330 billion.
[Extended Information]
1. The giants have already poured in, and the metaverse has just begun.
In fact, even before Roblox went public, Tencent’s shadow could be seen in Roblox’s investor list. Roblox's official press release reads, "Roblox will join hands with Tencent to help the next generation of Chinese creators unleash their creative and imaginative potential."
In terms of the layout of the Metaverse, Tencent is considered the domestic leader.
Public information shows that in recent years, Tencent has continued to invest in companies and products related to the concept of Roblox, WaveVR, and Avakin Life.
At the end of 2020, Ma Huateng, chairman of the board of directors of Tencent, wrote in the annual special issue "Three Views": "Now, an exciting opportunity is coming. The mobile Internet has developed for ten years and is about to usher in the next wave of upgrades. We call it the 'Full Truth Internet'. The door to the virtual world and the real world has been opened. Whether it is from virtual to real or from real to virtual, we are committed to helping users achieve a more realistic experience."
II , the game sector benefits most intuitively.
A US stock analyst from Zunjia Financial Hong Kong said that the emergence of the concept of the metaverse has also led to the rapid rise of some stocks.
For example, VR and AR related. But the most obvious benefit is the gaming sector.
Tom Cat (300459.SZ)’s stock price rose sharply due to the company’s name change and the superimposed metaverse concept.
In the first half of 2021, Tom Cat’s main income is to rely on the IP of “Talking Tom Cat” to obtain traffic and obtain advertising revenue. In reply to the exchange’s letter of concern, Tomcat Fang also stated that the Metaverse is a very grand and distant vision, and there is a big gap between the company’s current game products and the theoretical Metaverse. "But this still cannot stop its stock price from rising, and it still rose by 17.45% on September 13.
Industry insiders said that the game sector had fallen sharply due to the impact of policies. Now that new anti-addiction regulations have been implemented, the uncertainty of industry development has been eliminated. This may be the reason why the concept of the metaverse composed of the online game sector, virtual reality, cloud computing, blockchain, etc. is sought after by the market.
Zunjia Financial Hong Kong and US stock analysts also said that through user Hong Kong and US stock trading Analysis of the data found that the trading volume of AR, VR, and related game stocks has increased significantly in the past half month.
3. The future of the Metaverse.
On September 13, an organization stated in the media, The ultimate metaverse connects the physical world and the digital world, and will become the way of life for mankind in 20 years, reshaping the digital economic system.
In the next 3-5 years, the metaverse will enter the embryonic exploration period, VR/AR, NFT, Progressive technological breakthroughs and business model innovations in fields such as AI, cloud, PUGC game platform, digital people, and digital twin cities will emerge one after another.poverty.
At present, "Yuanshi" has 211 related trademarks, of which 193 trademarks have been applied for registration in 2021 alone. The international classification covers office supplies, medicine, furniture, financial property management, material processing and advertising sales, among which Most of them are in the “waiting for substantive review” stage.
Although the metaverse is still just a concept, it is foreseeable that it is a trend and an inevitable event.

② What is the metaverse and why is it so popular recently

To be precise, the metaverse is not a new concept, it is more like the rebirth of a classic concept. In 1992, the famous American science fiction master Neal Stephenson described the metaverse in his novel "Snow Crash": "Put on the headphones and eyepieces, find the connection terminal, and you can enter the computer simulation and the real world as a virtual avatar. A parallel virtual space."
In March this year, Roblox, the first stock in the Metaverse concept, was officially listed on the New York Stock Exchange; in May, Facebook stated that it would transform into a Metaverse company within five years. ; In August, ByteDance spent a huge amount of money to acquire the VR startup Pico... This year, the Metaverse has undoubtedly become one of the most popular concepts in the technology field.
So, what exactly is the Metaverse? Why are major digital technology giants entering the Metaverse? How should my country’s metaverse industry be laid out and developed?
There is currently no generally accepted definition of the metaverse
To be precise, the metaverse is not a new concept. It is more like the rebirth of a classic concept, which is based on extended reality (XR), blockchain, and cloud. Conceptualization under new technologies such as computing and digital twins.
In 1992, the famous American science fiction master Neal Stephenson described the metaverse in his novel "Avalanche": "Put on the headphones and eyepieces, find the connection terminal, and you can enter the computer simulation as a virtual clone. , a virtual space parallel to the real world.”
Of course, the lack of generally accepted definitions of core concepts is a common phenomenon in the field of cutting-edge technology. Although the Metaverse has attracted much attention and expectations from all parties, it also does not have a generally accepted definition. Returning to the essence of the concept, it can be considered that the metaverse is a virtual world that is both mapped on and independent of the real world, built on the basis of traditional cyberspace and with the improvement of the maturity of various digital technologies. At the same time, the metaverse is not a simple virtual space, but includes networks, hardware terminals and users into a sustainable and wide-coverage virtual reality system. The system includes both digital replicas of the real world and virtual worlds. of creation.
Currently, everything about the Metaverse is still under debate. Analysis from different perspectives will lead to very different conclusions, but the basic characteristics of the Metaverse have been generally recognized by the industry.
Its basic features include: immersive experience, low latency and immersion, allowing users to have an immersive sensory experience; virtual clones, real-world users will have one or more ID identities in the digital world ; openCreation, users enter the digital world through terminals and can use massive resources to carry out creative activities; strong social attributes, real social relationship chains will be transferred and reorganized in the digital world; Stabilization system, with a safe, stable and orderly economic operation system.
Favored by technology giants and government departments
Since August, the concept of the metaverse has become even more popular. Japanese social giant GREE announced that it will launch metaverse business, and NVIDIA’s “digital avatar” appeared for more than ten seconds at the press conference. ", Microsoft announced the enterprise Metaverse solution at the Inspire Global Partner Conference... In fact, not only the major technology giants are vying to lay out the Metaverse track, but also relevant government departments in some countries are also actively participating. On May 18, the Ministry of Science, Technology, Information and Communications of South Korea initiated the establishment of the "Metaverse Alliance", which includes more than 200 local Korean companies and organizations such as Hyundai, SK Group, and LG Group. Its goal is to build a national-level augmented reality platform. , and provide public virtual services to the society in the future; on July 13, the Ministry of Economy, Trade and Industry of Japan released the "Survey Report on Future Possibilities and Issues of the Virtual Space Industry", which summarized the problems that the Japanese virtual space industry needs to solve urgently. In order to occupy a dominant position in the global virtual space industry; on August 31, South Korea’s Ministry of Finance released the 2022 budget, planning to spend US$20 million on the development of the Yuanverse platform.
Why is the Yuanverse favored by technology giants, venture capital companies, start-ups, and even government departments?
From an enterprise perspective, the Metaverse is still in the initial stage of industry development. Whether it is the underlying technology or application scenarios, there is still a big gap compared with the mature form in the future, but this also means
There is huge room for expansion in Metaverse-related industries. Therefore, if digital technology giants with multiple advantages want to hold on to the market, and if start-ups in the digital technology field want to gain the opportunity to overtake in corners, they must plan in advance or even increase their investment in the metaverse track.
From the government’s perspective, the Metaverse is not only an important emerging industry, but also an area of social governance that needs attention. With the rapid development of the Metaverse industry, a series of new problems and challenges will follow. Matthew Ball, a senior research expert on the Metaverse, put forward: “The Metaverse is a concept on the same level as the mobile Internet.” Using the mobile Internet as an analogy to the Metaverse, we can better understand the internal logic of government departments’ attention to it. The government hopes that by participating in the formation and development process of the metaverse, it can proactively consider and solve related problems brought about by its development.
Make forward-looking plans in terms of technology and standards
The Metaverse is an extremely open, complex, and huge system. It covers the entire network space and many hardware devices and real-life conditions. It is composed of many types of A super-large digital application ecosystem built by builders. In order to accelerate the advancement of the Metaverse from concept to reality and seize the opportunity in future global competition, our country should make forward-looking plans in three aspects: technology, standards, and laws.
TechnologyFrom a technical perspective, technical limitations are the biggest bottleneck in the current development of the Metaverse. The corresponding underlying technologies such as XR, blockchain, and artificial intelligence are still far behind the needs of the metaverse's practical applications. The maturity of the Metaverse industry requires a large amount of basic research to support it. In this regard, we must be careful to prevent the Metaverse from becoming a hype gimmick for some companies. Relevant companies should be encouraged to strengthen basic research, enhance technological innovation capabilities, and steadily improve the maturity of related industrial technologies.
From the perspective of industry standards, only by defining the Metaverse through a series of standards and protocols like the Internet can a large-scale connection of different ecosystems in the Metaverse be achieved. In this regard, the overall planning of Metaverse standards should be strengthened, guide and encourage standardization cooperation among technology giants, support enterprises and institutions in the development of industry standards such as technology, hardware, software, services, and content, and actively participate in the formulation of Metaverse standards. Global standards.
From a legal perspective, as the Metaverse develops and gradually matures, a series of issues such as platform monopoly, tax collection and management, regulatory review, and data security will also arise. Think in advance on how to prevent and solve the Metaverse. Legal issues arising from the universe become an essential part. In this regard, legislative work in the field of digital technology should be strengthened, timely follow-up in aspects such as data, algorithms, and transactions should be conducted, and relevant legal systems of the Metaverse should be studied.
What is certain is that, driven by technological evolution and human needs, the realization of the Metaverse scenario and the maturity of the Metaverse industry is only a matter of time. As an extension and expansion of the real world, the huge opportunities and revolutionary effects brought by the Metaverse are worth looking forward to. However, because of this, we need to look at the current Metaverse craze rationally and promote the healthy development of the Metaverse industry.
(The author is an associate researcher at the Institute of Quantitative and Technical Economics, Chinese Academy of Social Sciences)
Source: Science and Technology Daily

③ The Metaverse has been popular for more than a year. Its current development What is the trend?

The current development trend of the Metaverse can be said to be gradually declining until it disappears. This is mainly due to two reasons, one is that capital is not optimistic, and the other is that it is too early. Next, let’s take a closer look at this issue.

In general, I personally believe that the development trend of the Metaverse is its demise, because the technology of this era is not enough to meet the vision of the Metaverse.

④ Real-time market price of U.S. stock Metaverse

As of December 9, 2021, the highest stock price of U.S. stock Metaverse is: 1252.88, today’s opening: 1229.06, trading volume: 30.6112 million lots, exchanged Lots: 4.30%, lowest: 1228.63, yesterday's closing: 1228.80, turnover: 42.398 billion, volume ratio: 1.20, 52-week highest: 1330.35
Rise: 49, amplitude: 0.02%, flat: 4, 52-week lowest : 867.07, down: 25, total market value: 1.38 trillion, circulation value: 1.13 trillion, currency unit: CNY.
1. Metaverse
Metaverse is a virtual world that is linked and created using scientific and technological means to map and interact with the real world. It is a digital living space with a new social system.
It integrates a variety of new technologies to create new Internet applications and social forms that integrate reality and reality. It provides an immersive experience based on extended reality technology, generates a mirror of the real world based on digital twin technology, and is built based on blockchain technology. The economic system closely integrates the virtual world and the real world in the economic system, social system, and identity system, and allows each user to produce content and edit the world.
2. Notes on stock investment
1. Stock price. The first thing to look at when buying stocks is the price of each stock. This determines not only whether you can afford to invest in the stock, but also how much of each security to buy. If you purchase stocks through a broker, you will need to pay a commission for each share purchased. If you think the stock price may fall, you can place a limit order with your broker to reduce possible losses.
2. Income. Even if you can afford a stock, that doesn't mean the security is worth buying. Because if you think that the company will earn high profits in the future, a stock of 100 yuan may appear cheap. On the contrary, if the $2 per share of stock is derived from expected revenue, then the expected impact changes will be affected by the company, then the cost may be too high. When you buy stocks, you hope to share in the profits earned by the company. A stock's performance is tied to those earnings and whether the company generates the desired profits.
3. Dividends. When buying stocks yourself, you should first look to see if the company has a history of paying dividends to investors. This is the company's option to pay cash to shareholders if it has sufficient cash reserves. Even if a stock declines for a while, dividends can provide some income of their own. And you need to pay attention to whether the company has a history of increasing the amount of its dividend.
4. Stock risk. If you want to buy a large number of stocks, you should be aware of the market risks of the industry in which the company trades. For example, when the stock market is booming and the economy is growing, all stocks may appear to be making money. When the economy changes, consumers delay spending, or a technology company's products don't perform as expected, companies risk losing revenue, which can cause the company's stock price to fall. So you need to understand the potential risks of a stock before buying large amounts of it.
5. Stock trend. You can find out the current price of a stock by entering the ticker symbol associated with the stock on a financial website, and you can also observe its high and low points over the past 52 weeks.

⑤ The index showed shock and differentiation, and Metaverse concept stocks surged

1. Selected financial news

What signal? The "Central Bank" frequently uses this tool at the end of the year, and there may be "big projects" coming soon

Since December 20, the central bank has restarted and continuously carried out 14-day reverse repurchase operations. Industry insiders pointed out that as a cross-seasonThe emergence of the 14-day reverse repurchase, a cross-holiday "special tool", demonstrates the monetary authorities' intention to stabilize liquidity at the end of the year. Based on the experience of previous years, nearly one trillion yuan of fiscal funds may be concentrated at the end of December. There was a trillion-level reserve requirement ratio cut before, and a large amount of fiscal funds were invested later. In addition, the central bank's open market operations played a coordinating role, so there will be no worries about funding at the end of the year. According to statistics, as of December 22, the central bank has carried out a total of 7.819 billion yuan in open market reverse repurchase operations since 2021, of which 1.120 billion yuan is 14-day and the rest are 7-day, accounting for 14% and 86% respectively. , the 14-day reverse repo is only used intermittently. Data shows that the central bank has only carried out 14-day reverse repurchase operations in three periods this year: before the Spring Festival, at the end of the third quarter and at the end of the current year. Its main purpose is to maintain stable liquidity across seasons and holidays.

Beijing, Guangdong, and Jiangsu require celebrity anchors to self-examine tax-related issues. Failure to conduct thorough self-examination and self-correction will be severely punished in accordance with laws and regulations

Beijing Taxation The Bureau of Taxation, the Guangdong Provincial Taxation Bureau, and the Jiangsu Provincial Taxation Bureau successively issued announcements on December 22, saying that in order to further create a good environment for paying taxes in good faith according to law, taxpayers who have not paid attention to their own tax-related issues before are advised to Celebrities, artists, network anchors, etc. who have failed to conduct self-examination and rectification should promptly conduct self-examination according to the tax laws and relevant notice requirements, and proactively report and correct tax-related issues to the tax department before December 31, 2021. The tax department will follow the notice requirements Tax penalties are lightened, reduced or exempted. Those who still refuse to conduct self-examination and self-correction or who fail to conduct thorough self-inspection and self-rectification will be severely dealt with by the tax authorities in accordance with laws and regulations.

Economic Daily: The long-term rental housing market will usher in a period of rapid development

The Economic Daily published an article stating that the Central Economic Work Conference held not long ago was planning the real estate market. In related work, it was once again emphasized to accelerate the development of the long-term rental housing market. Under the background of adhering to "housing for living, not speculation" and "promoting both rental and purchase", the long-term rental housing market will usher in substantial development. Developing the long-term rental housing market is the only way to speed up the filling of shortcomings in housing rentals. my country's real estate market has long been "sold with a long leg and leasing with a short leg", and the supporting policies for the development of rental housing are insufficient. The development of affordable rental housing aimed at solving the housing difficulties of new citizens and young people is accelerating. The key to developing the long-term rental housing market is to accelerate the cultivation of professional and large-scale housing rental enterprises.

Ministry of Transport: Deepening the application of electronic toll collection (ETC) on highways

According to news from the Ministry of Transport on the 22nd, the Ministry of Transport recently issued the "Digital Toll Collection System" Transportation “14th Five-Year Plan” Development Plan. The development plan points out that the highway sensing network will be improved, the full-cycle digitization of all elements of highway infrastructure will be promoted, vehicle-road coordination and autonomous driving will be developed, and severe weather driving guidance will be promoted on key road sections to alleviate traffic congestion and improve operating efficiency. Deepen the application of highway electronic toll collection (ETC) and build monitoring, dispatching, management and control, and emergency response, a smart road network platform with integrated services. Promote intelligent highway construction and maintenance. Promote the construction of highway smart service areas.

Ministry of Transport: Deploying Beidou, 5G and other information infrastructure application networks

The Ministry of Transport issued the "Digital Transportation "14th Five-Year Plan" Development Plan" . The plan proposes to improve the comprehensive transportation information platform structure at the ministry and provincial levels, promote the construction of a comprehensive transportation big data center system, strengthen the integration and sharing, comprehensive development and intelligent application of data resources, and create a comprehensive transportation "data brain". Deeply promote Beidou industry applications. Promote the application of Beidou-3 terminals in railways, highways, water transportation, civil aviation, postal services and other fields. Deepen the application of high-precision navigation and location services of the Beidou system in the field of transportation. Promote the intelligent upgrading of logistics hubs. Promote the construction of intelligent warehousing and distribution facilities, and promote applications such as digital warehousing management, safety production early warning, automatic matching of vehicles and goods, and intelligent scheduling in the park. Promote information sharing and business collaboration among logistics parks.

The Cyberspace Administration of China and others announced the list of candidates for the national blockchain innovative application pilot program

According to news from the Cyberspace Administration of China on the 22nd, the Cyberspace Administration of China, Seventeen departments and units including the Central Propaganda Department released an announcement on the list of candidates for the national blockchain innovative application pilot. The publicity period is from December 22, 2021 to December 28, 2021. Each pilot unit (region) on the list should abide by the principle of good faith, and it is strictly prohibited to engage in fraud, and it is strictly prohibited to use the name of blockchain innovation to engage in currency speculation, mining, illegal fund-raising, money laundering, pyramid schemes, and hype.

(Investment Advisor: Lin Xurui, Practice Certificate No. S0260615100004)

II. Market Hot Spots

Market Comments: The index is volatile Divergence, Metaverse concept stocks soared

The major A-share indexes fluctuated on Wednesday with mixed gains and losses. As of the close, the Shanghai Composite Index closed down 0.07% to close at 3622.62 points; the Shenzhen Stock Exchange Component Index rose 0.70% to close at 3622.62 points. 14791.33 points; the GEM index rose 0.55% to close at 3368.70 points. The market turnover reached 1.06 trillion yuan. Disk observation: Medicine, telecommunications operations, and the Internet were among the top gainers; shipping, real estate, and water services were among the top losers. Industry sectors had mixed gains and losses, and concept stocks with Yuan Universe themes rose sharply throughout the day. Currently, against the background of stable fundamentals and liquidity, the market is expected to show a trend of advance, retreat, and shock. Operations are recommended to flexibly grasp the rhythm band to participate. It is recommended to focus on finance, real estate, wind power, Yuanverse concept and other sectors. There are risks in the stock market, so investment needs to be cautious.

(Investment consultant Gu Zhixiong registered investment consultant certificate number: S02606611020066)

Macro perspective: Huawei officially releases iData platform, digital management of hundreds of billions of market waiting to be tapped

Event: Huawei recently officially released the iData intelligent data integration platform, using the "1+N+5" ecological cooperation concept to create an industry-wide full stack , full life cycle data tool chain solutions, build a data base for thousands of industries, and support the digital transformation of industries. It is understood that the iData version released this time includes five unified control, data integration process management and other features, and has been promoted in more than 60 key projects across the country, such as State Grid Sichuan Electric Power Company, Beijing Capital Highway Development Group, etc.

Source: Financial Associated Press

Comment: The level of digital management of Chinese enterprises is still relatively low. In terms of digital application of enterprise management, the current popularity and application level in our country are only about the same. in the United States ten years ago. The United States has maintained very stable growth for ten consecutive years since 2010, with the entire market growing at an annual rate of 30%-40%. The digital management of Chinese enterprises will also show a similar trend. In the future, China's digital management market will be worth hundreds of billions. It is a large market, and it is recommended that you actively pay attention to and seize relevant investment opportunities. < /p>

Event: The General Office of the Guangdong Provincial People's Government issued the "14th Five-Year Plan for Marine Economic Development in Guangdong Province" to make arrangements for the development of the marine economy in the province during the "14th Five-Year Plan" period. Among them, the plan clearly states that during the "14th Five-Year Plan" period, emerging marine industries should be cultivated and expanded and offshore wind power industry clusters should be created.

Source: Anxin International Research Report

Comment: During the "14th Five-Year Plan" period, Guangdong Province will promote the large-scale development of offshore wind power projects and strive to achieve a cumulative installed capacity of 1,800 by the end of 2025. Thousands of kilowatts will promote the development of offshore wind power industry clusters. With policy support, the wind power industry is expected to enter a period of rapid growth. It is recommended that appropriate and active attention be paid to allocation.

(Investment consultant Gu Zhixiong registered investment consultant certificate number: S02606611020066)

3. New share subscription tips

2021-12- 23 No new stock subscription

4. Recommendation of key stocks

See the full version of "Early Trading Viewpoint" (monthly customization path: Discovery - Information - Paid Information - Early trading perspective; Single article customization path: Discovery - Gold Medal Appraisal - Early trading perspective)

⑥ What is the performance of the "Metaverse" concept stocks

Answer: Hello, mature Yuan Universe products require 5-10 years of technology and accumulation of user numbers. Therefore, before the infrastructure is popularized, it is currently difficult to intuitively reflect the performance of the Metaverse. From "A-Share Metaverse Game"The share price of the first "Zhongqingbao Company" was driven by market sentiment, and the share price doubled within ten days. In terms of performance, the company's operating income in the first three quarters was 257 million yuan, a year-on-year increase of 28.5%; the net profit attributable to shareholders of the listed company was 13.565 million yuan, A year-on-year increase of 730.2%.
The seemingly good report card actually hides a mystery. Zhongqingbao’s net profit in the third quarter was 2.018 million yuan, a year-on-year increase of 127.9%. Looking at the quarterly analysis, the company’s net profit showed a downward trend in each quarter. The high growth rate is actually caused by the low base in 2020.

1. Tom Cat performance:
Similar to Zhongqingbao, there is also Tom Cat. Since the hype of the Metaverse concept, the company’s stock price has accumulated rose 37.85%. The company's third quarter results also performed well. Operating income in the first three quarters was 1.402 billion yuan, a year-on-year increase of 13.23%; non-net profit attributable to shareholders of listed companies after deducting non-net profits was 588 million yuan, a year-on-year increase of 8.03%. Among them, the company's first Operating income in the third quarter was 485 million yuan, a year-on-year increase of 44.14%; non-net profit after deduction was 180 million yuan, a year-on-year increase of 70.58%. As for the reason for the performance growth, Tom Cat believes that it is due to the core game product matrix maintaining stable long-term operations. But the company The Metaverse business is still in the exploratory stage and has not yet achieved profitability, and all projects related to the Metaverse concept are still in the special studio stage.

2. Goertek
Goertek’s operating income is 527.89 billion, a year-on-year increase of 52%; net profit was 3.333 billion yuan, a year-on-year increase of 65.28%; operating cash flow net inflow was 5.759 billion yuan, a year-on-year increase of 112.68%. Goertek's revenue and net profit growth rate declined slightly in the third quarter , 17.46% and 29.61% respectively, but still in line with market expectations.
In the first three quarters of 2021, Goertek’s precision components business revenue was 10.29 billion yuan, a year-on-year increase of 23.86%; the intelligent acoustic machine business revenue was 19.20 billion yuan , a year-on-year increase of 25.72%. In addition, the company's intelligent hardware business revenue increased by 119.07% year-on-year to 22.23 billion yuan. From the perspective of segmented business growth rate, Goertek is gradually transitioning from the "fruit chain" to the "metaverse" direction. The revenue share of VR/AR hardware blocks has increased significantly year by year.

⑦ The development prospects of the Metaverse

There are eight major elements about the Metaverse. For those who want to experience virtual reality For friends, perhaps the most important things are identity, friends, immersion and low latency.
In addition to these, there are four major elements: diversification, anytime, anywhere, economic system and civilization.
These eight elements are the definition given by roblox. Regarding roblox, it is actually a large-scale game. What is special is that it is the largest multiplayer online creation game in the world. Players from all over the world have developed a large number of 3D and Digital content such as VR, and this game is compatible with casual games, virtual worlds and self-created content. AndThe game also features two virtual currencies. They are robux and Tix respectively. Now that Tix is gone, players mainly use robux.
Based on these eight elements, we can make a cross-definition of the universe from four aspects. That is independence, connectivity and time and space and authenticity.
The Metaverse is independent of our universe, but is closely connected to the external real world. We can regard the universe as a parallel space. The time dimension of the Metaverse is as real as our real universe. , but the Metaverse does not have its own physical space. It only exists on the network. It is an organic whole that unifies users and the network. The Metaverse encompasses everything and achieves a high degree of coverage in many aspects. However, the development of the Metaverse has a long way to go, and our technology is not yet mature. However, after all, the Metaverse represents the general direction of future Internet technology development, and many companies have made a lot of money from it. For example, the company that developed Talking Tom Cat, Tom Cat, simply because the company has no idea whether to develop Talking Tom Cat. Metaverse responded, causing the company's stock to skyrocket.

⑧ What is the Metaverse and what are the Metaverse funds?

The Metaverse is a virtual world that is linked and created using scientific and technological means to map and interact with the real world. A digital living space with a new social system. The Metaverse is essentially a process of virtualization and digitization of the real world, which requires extensive transformation of content production, economic systems, user experience, and physical world content. There are six Metaverse ETFs in the international market, including two in the United States and four in South Korea. In terms of fund size and development level, the United States is the main focus. There is no Metaverse ETF in China, and various industry indexes benefit from the Metaverse industry chain.
There are six Yuanverse ETFs in the international market, including two in the United States and four in South Korea. In terms of fund size and development level, the United States is the main focus. There is no Metaverse ETF in China, and various industry indexes benefit from the Metaverse industry chain.
The situation of the Metaverse Fund in the United States
The United States is the forerunner of the Metaverse. Compared with the wait-and-see of many major domestic companies, the American Internet giants seem to have reached a consensus faster. Rolox, Facebook (Meta), Apple and other technology giants are actively deploying the Metaverse and launching their own Metaverse concept products.
Two metaverse concept ETFs have been issued in the United States, namely the Roundhill Ball Metaverse ETF (META) by Grand Mountain Investment and the Fount Metaverse ETF (MTVR) issued by Fount in October.
On June 30, 2021, the Roundhill Ball Metaverse ETF was issued with a scale of only US$1.5 million. It was then stimulated by the explosion of the Metaverse concept, Facebook changed its name to Meta, and the release of the Metaverse concept movie "The Runaway Player", which caused a stir in the United States. Investment in the MetaverseAs of November 15, 2021, the size of Meta ETF has rapidly expanded to US$385 million, a surge of 257 times. The popularity is unprecedentedly high, with an increase of 12.91% in the past month.
From the perspective of position targets, META mainly invests in areas such as hardware and virtual platforms. According to the third quarterly report information, there are 41 companies holding positions in the Yuanverse, including Nvidia, Microsoft, Roblox and Facebook, etc. The concentration ratio of the top ten heavy holdings in the third quarterly report of 2021 is 54.62%.
The investment goals of MTVR are more inclined to companies in fields such as augmented reality and virtual worlds. As of November 12, 2021, MTVR holds heavy positions in companies such as Apple, Meta Platform and Alphabet, among its top ten holdings. The concentration rate is 39.39%.
Judging from the above, these two ETFs in the United States have relatively high-quality holdings. After their listing, the response has been enthusiastic, investors are enthusiastic, and the overall situation is in a state of rapid development.
Domestic Metaverse Fund Situation
Looking at China, there is no direct launch of Metaverse public funds or ETFs. This is related to the domestic market’s slow understanding of concepts related to the Metaverse. In addition to ByteDance spending 9 billion yuan to acquire Pico, several other major Internet giants seem to be somewhat late-minded about the Metaverse. There has not yet been a large-scale Metaverse platform such as Facebook (Meta) in China. However, sector ETFs with concepts related to the industrial chain, such as ETFs tracking the CSI Animation and Game Index, CSI Media Index and CSI Virtual Reality Theme Index, have seen higher gains driven by the concept of the Metaverse.
It is particularly worth mentioning that the CSI Animation and Game Index, which selects companies involved in animation, games and other related entertainment industries as constituent stocks, and the Yinhua CSI Virtual Reality Theme ETF, which tracks the Virtual Reality Index, have performed well recently. The former is because games are the main form of expression of the Metaverse, and the latter is related to the upstream and downstream supply chains of VR/AR, an important supporting technology of the Metaverse.
In the long term, there are many investment targets for Yuanverse Fund. Among the existing domestic funds, there are more than 300 active equity funds related to the Metaverse, and there are nearly 400 ETFs that include Metaverse-related concepts, such as games, virtual reality, etc. These funds provide a broad fund pool for the future investment of Yuanverse. At the same time, some fund managers are also actively investing in related fields. For example, there are already three private equity products in the market named after Yuanshi, namely Zhengyuan Yuanshi, Zhengyuan Yuanshi No. 1, and Shanghai High Frequency-Yuanshi No. 1. The Metaverse may become one of the future layout directions of the fund.

⑨ U.S. stocks Metaverse concept stocks

Bernstein, a well-known American investment bank, said that although it is still difficult to accurately define "Metaverse concept stocks", some related companies are expected to learn from this concept. benefit from. Bernstein serves Google (GOOG.US), Meta (FB.US), Microsoft (MSFT.US), Qualcomm (QCOM.US), Nvidia (NVDA.US), Snap Inc (SNAP.US), T-Mobile US (TMUS.US), and Tencent (TCEHY.US) have "outperform" ratings. Bernstein also gave AMD (AMD.US), Apple (AAPL.US), AT&T (T.US), Disney (DIS.US) and Verizon (VZ.US) a "neutral" rating. It’s worth noting that Bernstein has long given Intel (INTC) an “underperform” rating.
Extended information
Bernstein's point of view
1. Bernstein said that although Facebook plans to become a "top Metaverse company" and renamed itself Meta, the Metaverse is still "a vague the term". But regardless, the most relevant markets affected by this concept have a combined annual operating volume of $2 trillion and growing. Bernstein admitted that it's difficult to resolve the confusion about what the Metaverse is, but it might be easier to define "what it isn't": It's not virtual reality (VR), but "VR is certainly part of it." A poetic explanation might be: "The metaverse is an evolution of digital connectivity, and the value we give to 'digital life' exceeds the value of 'material life'."
2. Bernstein believes that, at least for now , the Metaverse is an "evolution, not a revolution," and some devices are already in place: hardware such as Meta's Quest VR headset, Microsoft's HoloLens, and the Apple Watch all offer applications beyond the mobile web. The "stack" required to realize the Metaverse includes networks, semiconductors, hardware, Network as a Service (NaaS), applications and Software as a Service (SaaS), operating systems, etc. Amazon, Apple, Google, Microsoft, Nvidia, Qualcomm, Tencent Companies such as these play an important role in these areas.
3. Bernstein believes that consumers and businesses will eventually adopt this technology. Historically, companies are likely to lead the charge. What does this all mean from the perspective of investing winners and losers? Will the traditional FAANGs (Facebook, Amazon, Apple, Netflix (NFLX) and Google parent Alphabet) remain the gatekeepers, or will MMAANG replace FAANG (i.e. Microsoft joins and Nvidia replaces Netflix)?
4. Bernstein believes that “given the technological innovation and scale required, it may be difficult for small companies to compete extensively with technology giants. For example, Apple’s investment in extended reality (XR) over the years, its investment in consumer hardware Domain expertise, and the credibility of their brand, may be rewarded in the metaverse in some way."