网络投稿

2022-04-02 05:15:16

• 

分享

微信扫一扫：分享

微信里点"发现"，扫一下

二维码便可将本文分享至朋友圈。

『壹』 元宇宙概念股有哪些

答：元宇宙概念股有很多，以下是三支元宇宙概念股的龙头股票：

1、数码视讯：总股本14.29万股，流通A股12.67万股，每股收益0.0541元。公司在视频、压缩及编解码上的积累，可以为元宇宙实现大规模应用提供技术基石；另一方面，公司有能力与平台公司合作、打造平台级应用开发，为元宇宙数字资产交易提供基础设施。

2、天舟文化：总股本8.44万股，流通A股7.62万股，每股收益-1.1000元。收购游爱网络，投资开发AR，VR互动游戏和应用项目。

3、中青宝：总股本2.63万股，流通A股2.61万股，每股收益-0.5200元。公司将推出虚拟与现实梦幻联动模拟经营类的元宇宙游戏《酿酒大师》。

此外，还有一些按照细分领域分类的原宇宙概念股举例：

在芯片方面有，全志科技、瑞芯微、北京君正；在显示方面：京东方A、深天马A、维信诺。在光学方面：蓝特光学、联创电子、水晶光电、欧菲光、蓝思科技、舜宇光学、联合光电、中光学、福晶科技、永新光学。在传感器方面：韦尔股份。在游戏方面：完美世界、宝通科技、盛天网络、中青宝、顺网科技、天神娱乐、吉比特、三七互娱、世纪华通。

拓展知识：

元宇宙一词，诞生于1992年的科幻小说《雪崩》，小说描绘了一个庞大的虚拟现实世界，在这里，人们用数字化身来控制，并相互竞争以提高自己的地位，到现在看来，描述的还是超前的未来世界。关于“元宇宙”，比较认可的思想源头是美国数学家和计算机专家弗诺·文奇教授，在其1981年出版的小说《真名实姓》中，创造性地构思了一个通过脑机接口进入并获得感官体验的虚拟世界。

Roblox给出的定义，包含八大要素：身份、朋友、沉浸感、低延迟、多元化、随时随地、经济系统和文明。要素众多，每个要素背后，还有一连串的解释。总之，一句话说不清楚，这也恰恰说明这一概念的模糊性。

『贰』 元宇宙概念股买那一支比较好，有发展前景么

元宇宙概念股买那一支比较好，有发展前景么

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

『叁』 华为元宇宙概念股有哪些

华为概念股主要是指华为的主要供应商，和华为有业务来往的公司以及公司收入高度依赖华为或者占其重要收入组成部分的公司。
比如说华为手机相关的厂商600260 凯乐科技，002369卓翼科技，600203福日电子；和华为有业务来往的00354中华软件国际，300598诚迈科技，300735光弘科技，300098高新兴以及由华为前员工出去创办002415海康威视等。除此之外还有002194武汉凡谷，002446盛路通信，300134大富科技，300025华星创业，300310宜通世纪，300312邦讯技术，300050世纪鼎利等共计33个股。

一、华为股票的龙头股
1、凯盛科技（600552）：华为龙头。光电显示板块，子公司深圳国显在平板市场总体需求萎缩的大形势下，收缩产品线，苦练内功，降本增效；在维护亚马逊、三星、联想等大客户的同时，成功进入华为手机供应链。
2、北汽蓝谷（600733）：华为龙头。子公司北汽新能源与华为于2019年1月28日在北京签署了《全面业务合作协议》。双方依托各自优势，联合“开发面向下一代智能网联电动汽车技术”。
3、小康股份（601127）：华为龙头。与华为全面合作，主要合作在工业互联网、ICT基础设施、新能源汽车智能化、网联化等领域。

二、国内元宇宙概念股
国内元宇宙概念股有中青宝、宝通科技、汤姆、万兴科技、天下秀、长信科技、风语筑、三七互娱、凯撒文化、完美世界、顺网科技、数码视讯、歌尔股份等公司，此外腾讯、阿里巴巴元宇宙概念股也呈上涨趋势。

三、元宇宙还有自己的闭环经济，元宇宙的经济系统是特有而且独立的，他可以和现实所有的经济系统结合互转，人们可以在元宇宙中创造价值然后再兑换价值实现现实和虚拟的经济穿梭。

『肆』 元宇宙新概念板块有哪些什么是元宇宙概念股

“元宇宙”概念与VR、AR等虚拟现实技术的发展关系密切，国内外大型互联网公司都在加码这一新赛道。

2021年元宇宙概念股有哪些？元宇宙上市公司龙头一览，元宇宙相关上市公司概念股

1.数码视讯，人气龙头-2021年8月31日回复称公司在视频、压缩及编解码上的积累，可以提供超高清视频高倍率无损压缩及编解码为核心的底层基础技术可以为元宇宙实现大规模应用提供技术基石;另一方面，元宇宙领域所形成的大量以NFT为代表的核心数字资产需要流转公司有能力与平台公司合作、打造平台级应用开发，为元宇宙数字资产交易提供基础设施。公司是继微软之后全球第二家具有体感技术全套方案的厂商，拥有多项国内首创技术与专利，所有核心技术均为自主知识产权方案。国内领先的数字电视软件及系统设备提供商，拥有世界上第一个实时360度全景4K解析度的VR视频直播技术，为央视5G网络4K电视传输测试提供设备支撑。公司作为华为战略合作伙伴，负责编码侧设备开发，目前已完成 AVS2，HEVC 格式 8K编码器开发，与华为 8K芯片进行唯一对接适配，并将在 CCBN 展会上公开进行编码效果展示。 公司数字版权目前主要与海思主力芯片做预集成。

2.宝通科技，人气龙头-2021年8月30日公告显示在新技术的布局上公司积极拓展VR、AR、MR领域的新业务，以及结合云计算和元宇宙等创新游戏业务的新模式，围绕着新技术，推进新兴技术在游戏场景的落地。

3.超图软件，人气龙头-2021年8月19日回复称元宇宙需要建立一个虚拟的、孪生的世界而这个世界是需要把真实的地理空间映射到虚拟空间里边，这需要三维GIS实现地理空间映射。超图三维 GIS和游戏引擎(Unity和Unreal)的打通是元宇宙的地理空间映射的一个抓手。

4.万兴科技，2021年8月31日回复称公司建设AI数字创意研发中心加强与视频创意相关的前沿技术研发:对外投资国内3D云平台领先提供商引力波内外合力积极提升公司在创新领域方面的技术实力。未来公司也将持续深耕数字创意不断完善AR/VR领域业务布局，拓展数字创意元宇宙和全新的创意领域。

5.完美世界，2021年8月31日回复称公司在多人在线角色扮演类游戏形成的竞争优势、深厚的在线娱乐内容产出能力、引擎、VR、AR、AI等领域扎实的技术积累以及深刻的用户认知，都为元宇宙等下一代娱乐方式的突破构筑了很好的先发优势。

元宇宙概念目前的股票数量不多，且基本都是创业板的股票，可能后续会有更多的股票加入这个概念板块，这些股票里面我们可以找涨幅比较大的，趋势形态比较好的股票介入，并且叠加概念比较多的过票来做，这样持续上涨的概率就会较大。关注我，持续更新热点板块股票信息。三七互娱、世纪华通。

『伍』 元宇宙概念股有哪些

元宇宙概念股很多：

1、芯片：全志科技、瑞芯微、北京君正。

2、显示：京东方A、深天马A、维信诺。

3、光学：蓝特光学、联创电子、水晶光电、欧菲光、蓝思科技、舜宇光学、联合光电、中光学、福晶科技、永新光学。

4、传感器：韦尔股份。

5、存储：兆易创新。

6、代工（ODM/OEM）：歌尔股份、闻泰科技、欣旺达、领益智造、鹏鼎控股、兆威机电、国光电器、长盈精密。

7、封装：晶方科技、环旭电子。

8、UI/OS：中科创达。

9、技术支持：数码视讯、万兴科技、超图软件。

10、游戏：完美世界、宝通科技、盛天网络、中青宝、顺网科技、天神娱乐、吉比特、三七互娱、世纪华通。

简介：

元宇宙（Metaverse）一词，诞生于1992年的科幻小说《雪崩》，小说描绘了一个庞大的虚拟现实世界，在这里，人们用数字化身来控制，并相互竞争以提高自己的地位，到现在看来，描述的还是超前的未来世界。

『陆』 中国元宇宙概念股龙头

中国元宇宙概念股龙头主要有以下5个，腾讯控股、字节跳动、歌尔股份、全志科技、新易盛

1. 腾讯控股(不过腾讯是港股)，如果说国内有一家公司能够成为元宇宙领导者，那么这家公司毫无疑问，最有可能的是腾讯控股，因为元宇宙它的最初形态就是游戏加社交，终极形态是现实世界的完全映射。

2. 字节跳动，准备在科创板上市，国内目前最受年轻人欢迎的互联网平台抖音，头条，西瓜视频。他们的母公司就是字节跳动，在今年四月份字节跳动花一个亿收购了元宇宙的游戏公司代码乾坤，八月份的时候又花90亿收购了国内市场占比超过50%的vr硬件厂商pico，

3. 歌尔股份在2021到2025年期间，全球vr产品的年均增速是41%，ar产品的年均增速是138%，facebook，字节跳动他们要做元宇宙，他们的vr设备代工商都应该逃不过歌尔，因为歌尔在代工领域的市占率超过了80%，上半年歌尔的智能硬件收入已经是达到了112亿，收入占比达到了37%，这也意味着歌尔目前是a股最纯正的虚拟现实元宇宙设备供应商。

4. 全志科技，全志科技是国内唯一的低端vr芯片概念股，它推出的vr虚拟现实专用芯片vr9能够达到70帧每秒的速度，vr 的芯片概念股非常的稀有，高端芯片只有高通和苹果能够做，而中国未来如果想要做山寨版的vr，那么它的芯片就（大概率）由全志科技来进行提供。

5. 新易盛，元宇宙最基础的设施就是算力，为什么现在元宇宙的模型都是乐高模型？因为他们的算力不足，还只能支持简单的这种二维卡通式的图像，未来伴随着算力的提升，支撑虚拟现实内容的创造和体验会有更加真实的建模和交互，那这一块就会让元宇宙的技术，让更多的成年人也能够接受，而在这一块美国的算力龙头是英伟达，中国这一块，我选择的是电信和数通的双市场龙头，新易胜，他是国内少数可攻破800g数据中心，光模块的企业，而且正在打算新建285万只高速光模块的产能，2021年上半年营收同比增长超过了70%.

『柒』 元宇宙概念股有哪些股票

“元宇宙”概念股主要是一些游戏公司的股票。1、近期，国外大型互联网公司为应对流量见顶的现实问题，纷纷表示将建设一个更加真实的虚拟世界以吸引客群，并抛出“元宇宙”概念。 客观来说，“元宇宙”概念确实画了一张行业发展的“大饼”，其将整合多种新技术而产生新型虚实相融的互联网应用和社会形态，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，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，可能带来长期投资机会。
2、反观国内被热炒的“元宇宙”概念股，却发现公司多为游戏软件公司，与国外互联网公司的“元宇宙”概念相去甚远。让人侧目的是，当A股中某上市公司表示将推出一款“元宇宙”概念游戏后，其股价随之大幅度拉升。难道国内资本对“元宇宙”概念的认识仅停留在游戏层面？一个让游戏更加真实的“元宇宙”恐难以吸引资金的持续流入。
3、个人投资者应对当前被热炒的“元宇宙”概念股保持清醒认识，切莫贸然为一个刚刚兴起且不成熟的概念买单。判断行业的成长性，首先要看应用终端是否普及，能否建立虚拟和现实的联系。其次要有真实的内容建设和落地场景。当“元宇宙”终端产品的销量提升，带动终端厂商、代工厂需求提升；内容公司开始提供出其他具有社交属性的内容产品；不断有新技术和公司对“元宇宙”的各个组成部分进行优化时，这个行业才真正开始走向成熟。 “元宇宙”离进入寻常百姓家还很遥远。过多的资金炒作题材概念，不利于资本市场健康发展。监管部门应密切关注市场动态、关注账户联动、关注异常交易，依法依规严肃查处操纵市场行为，净化市场生态。

『捌』 元宇宙概念股龙头有哪些

元宇宙概念股龙头主要分成以下几个，比如易尚展示，当虹科技，万兴科技，平治信息以及芒果超煤等等。至于哪一个值得投资，这还需要结合实际的情况，并非是每一个都值得选择，还需要综合性的分析。
1、易尚展示
公司主要是提供展览的服务，业务是由三个部分组成，分别是品牌终端展示服务，虚拟展示服务。向用户宣传的是企业文化，展示的是品牌形象，为客户创造出价值，有效促进产品的销售。
2、当虹科技
公司主要是专注智能视频的研究，在经过多年的技术累积之后，就会提供高质量的编码，全平台播放，智能人像识别，还有视频云服务等等。这本身就是面向公共安全领域以及传媒文化领域的项目，也同样是一个国家高新技术企业，是值得大家关注。
3、万兴科技
消费类的软件主要是围绕着家庭消费者，还有围绕着个人所推出的一些软件，都和娱乐工作以及生活有一定的关系。公司自主开发的软件目前已经超过百余款，主要就是数字文档类，多媒体类，还有跨端数据管理类等等。可以广泛的作用于平板电脑，个人电脑以及智能手机适用的操作系统，有windows，安卓，iOS。
4、芒果超媒
公司在经过资产重组之后，就得到了多个公司，分别是上海天娱传媒公司，芒果影视文化有限公司，还有上海芒果互娱科技有限公司。这些公司主要为大家带来的业务都和新媒体有一些关系，所涉及到的就是媒体娱乐互动内容以及媒体零售的产业。
5、平治信息
这家公司主营的业务是数字阅读公司会拥有着优质的文字内容，还有有声阅读内容，可以通过车载，平板电脑，智能手机，PC端还有电子阅读器来有效给用户带来高质量的阅读服务。里面内容会涵盖许多，比如出版书籍，报纸，杂志，网络文学局艺杂谈，电台广播，还有教育培训等等，可以全方位的满足各个用户的阅读需求。
只是在投资的时候到底应该选择哪一个，只能够结合实际的情况并非是100%的。

『玖』 什么是元宇宙概念股，其中包含有哪些股票

元宇宙概念股指的就是一些涉及元宇宙技术或生产相关硬件的股票，其商业模式主要将应用在社交、游戏、消费等领域，会带来商业模式的升级更迭甚至颠覆。这也意味着这类概念股未来潜力巨大，但是想要彻底实现还有较远的距离。

包括1、芯片：全志科技、瑞芯微、北京君正。

2、显示：京东方A、深天马A、维信诺。

3、光学：蓝特光学、联创电子、水晶光电、欧菲光、蓝思科技、舜宇光学、联合光电、中光学、福晶科技、永新光学。

4、传感器：韦尔股份。

5、代工（ODM/OEM）：歌尔股份、闻泰科技、欣旺达、领益智造、鹏鼎控股、兆威机电、国光电器、长盈精密。

6、存储：兆易创新。

7、封装：晶方科技、环旭电子。

8、UI/OS：中科创达。

9、技术支持：数码视讯、万兴科技、超图软件。

10、游戏：完美世界、宝通科技、盛天网络、中青宝、顺网科技、天神娱乐、吉比特、三七互娱、世纪华通。

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。

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。但元宇宙的发展是循序渐进的，是在共享的基础设施、标准及协议的支撑下，由众多工具、平台不断融合、进化而最终成形。

『一』 What are the metaverse concept stocks?

Answer: There are many metaverse concept stocks. The following are the three leading stocks of metaverse concept stocks:

1 , Digital Video: Total share capital is 142,900 shares, 126,700 A shares are in circulation, and earnings per share are 0.0541 yuan. The company's accumulation in video, compression and codec can provide the technical foundation for the Yuanverse to realize large-scale applications; on the other hand, the company has the ability to cooperate with platform companies to create platform-level application development, providing a foundation for the digital asset trading of the Yuanverse facility.

2. Tianzhou Culture: Total share capital is 84,400 shares, 76,200 A shares are in circulation, and earnings per share are -1.1000 yuan. Acquired Youai Network and invested in the development of AR and VR interactive games and application projects.

3. Zhongqingbao: Total share capital is 26,300 shares, 26,100 A shares are in circulation, and earnings per share are -0.5200 yuan. The company will launch the Metaverse game "Brew Master", a fantasy-linked virtual and reality simulation business game.

In addition, there are some examples of original universe concept stocks classified according to subdivisions:

In terms of chips, there are Quanzhi Technology, Rockchip Micro, and Beijing Ingenic; in terms of displays: BOE A, Shentianma A, Visionox. In terms of optics: Lant Optical, Lianchuang Electronics, Crystal Optoelectronics, OFILM, Lens Technology, Sunny Optical, United Optoelectronics, China Optics, Fujing Technology, and Yongxin Optics. On the sensor side: Weir shares. In terms of games: Perfect World, Baotong Technology, Shengtian Network, Zhongqingbao, Shunwang Technology, Tianshen Entertainment, Gigabyte, Sanqi Interactive Entertainment, and Century Huatong.

Expand knowledge:

The term metaverse was born in the 1992 science fiction novel "Snow Crash". The novel depicts a huge virtual reality world, where people use digital avatars to control , and compete with each other to improve their status. Up to now, it seems that the description is still an advanced future world. Regarding the "Metaverse", the more recognized source of thought is the American mathematician and computer expert Professor Verno Vinci. In his novel "Real Names" published in 1981, he creatively conceived a system that enters and enters the world through a brain-computer interface. A virtual world for sensory experience.

The definition given by Roblox includes eight major elements: identity, friends, immersion, low latency, diversification, anytime, anywhere, economic system and civilization. There are many elements, and behind each element, there is a series of explanations. In short, it cannot be explained clearly in one sentence, which just shows the ambiguity of this concept.

『二』Which Metaverse concept stock is better to buy? Does it have development prospects?

Which Metaverse concept stock is better to buy? OK, are there any development prospects?

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

『三』What are the concept stocks of Huawei Metaverse

Huawei concept stocks mainly refer to Huawei's major suppliers, companies that have business dealings with Huawei, and companies whose revenue is highly dependent on Huawei or accounts for an important part of its revenue.
For example, Huawei mobile phone related manufacturers 600260 Kaile Technology, 002369 Zhuoyi Technology, 600203 Furi Electronics; 00354 China Software International, 300598 ArcherMind Technology, 300735 Guanghong Technology, 300098 Gosuncn and others that have business dealings with Huawei Former Huawei employees went out to start 002415 Hikvision and so on. In addition, there are 002194 Wuhan Fangu, 002446 Shenglu Communications, 300134 Dafu Technology, 300025 Huaxing Venture, 300310 Yitong Century, 300312 Bangxun Technology, 300050 Century Dingli, etc., a total of 33 stocks.

1. The leading stocks of Huawei stocks
1. Triumph Technology (600552): the leading stock of Huawei. In the optoelectronic display sector, the subsidiary Shenzhen Guoxian has shrunk its product line under the general situation of shrinking overall demand in the tablet market, worked hard to improve its internal skills, reduced costs and increased efficiency; while maintaining major customers such as Amazon, Samsung, and Lenovo, it successfully entered the Huawei mobile phone market supply chain.
2. BAIC Blue Valley (600733): Huawei’s leader. Subsidiary BAIC New Energy and Huawei signed a "Comprehensive Business Cooperation Agreement" in Beijing on January 28, 2019. The two parties will rely on their respective advantages to jointly "develop technology for the next generation of intelligent connected electric vehicles."
3. Xiaokang Co., Ltd. (601127): Huawei’s leader. Comprehensive cooperation with Huawei, mainly in the fields of industrial Internet, ICT infrastructure, new energy vehicle intelligence, and connectivity.

2. Domestic Metaverse concept stocks
Domestic Metaverse concept stocks include Zhongqingbao, Baotong Technology, Tom, Wanxing Technology, Tianxiaxiu, Changxin Technology, Fengyuzhu, and Sanqi Mutual Entertainment, Caesars Culture, Perfect World, Shunwang Technology, Digital Video, Goertek and other companies. In addition, Tencent and Alibaba Metaverse concept stocks are also on the rise.

3. The Metaverse also has its own closed-loop economy. The economic system of the Metaverse is unique and independent. It can be combined with and interoperable with all economic systems in reality. People can create value in the Metaverse and then The exchange value realizes the economic shuttle between reality and virtuality.

『四』 What are the new concept sectors of the Metaverse and what are Metaverse concept stocks

The concept of "Metaverse" is closely related to the development of virtual reality technologies such as VR and AR. , large domestic and foreign Internet companies are investing in this new track.

What are the Metaverse concept stocks in 2021? List of leading listed companies in the Yuanverse, concept stocks of listed companies related to the Yuanverse

1. Digital video, popular leader-A reply on August 31, 2021 stated that the company’s accumulation in video, compression and codec can provide The underlying basic technology of high-magnification lossless compression and encoding and decoding of ultra-high-definition video can provide the technical foundation for the large-scale application of the Metaverse;On the other hand, the large number of core digital assets represented by NFTs formed in the Yuanverse field require circulation companies to have the ability to cooperate with platform companies to create platform-level application development and provide infrastructure for Yuanverse digital asset transactions. The company is the second manufacturer in the world after Microsoft to have a complete solution for somatosensory technology. It has a number of domestic first-of-its-kind technologies and patents, and all core technologies are independent intellectual property solutions. China's leading digital TV software and system equipment provider has the world's first real-time 360-degree panoramic 4K resolution VR video live broadcast technology, providing equipment support for CCTV's 5G network 4K TV transmission test. As a strategic partner of Huawei, the company is responsible for the development of encoding-side equipment. It has currently completed the development of AVS2 and HEVC format 8K encoders, and has carried out the only docking and adaptation with Huawei 8K chips, and will publicly demonstrate the encoding effects at the CCBN exhibition. The company's digital copyright is currently mainly pre-integrated with HiSilicon's main chips.

2. Baotong Technology, a popular leader - The announcement on August 30, 2021 shows that in terms of new technology layout, the company is actively expanding new businesses in the fields of VR, AR, and MR, as well as integrating cloud computing and the Metaverse. Innovate new models of game business, revolve around new technologies, and promote the implementation of emerging technologies in game scenarios.

3. SuperGraph Software, the most popular one - Replied on August 19, 2021, saying that the Metaverse needs to build a virtual, twin world, and this world needs to map the real geographical space into the virtual space. This requires three-dimensional GIS to implement geospatial mapping. The integration of Hypergraph 3D GIS and game engines (Unity and Unreal) is a starting point for geospatial mapping of the Metaverse.

4. Wanxing Technology responded on August 31, 2021 that the company has built an AI digital creative R&D center to strengthen the research and development of cutting-edge technologies related to video creativity: foreign investment, domestic 3D cloud platform leading provider Gravity Wave, internal and external cooperation Actively improve the company's technical strength in the field of innovation. In the future, the company will continue to delve into digital creativity, continuously improve its business layout in the AR/VR field, and expand the digital creative universe and new creative fields.

5. Perfect World, responded on August 31, 2021, stating that the company’s competitive advantages in multiplayer online role-playing games, deep online entertainment content production capabilities, engines, VR, AR, AI, etc. Solid technology accumulation in the field and profound user understanding have built a good first-mover advantage for breakthroughs in next-generation entertainment methods such as the Metaverse.

Yuanverse Concept currently has a small number of stocks, and they are basically GEM stocks. More stocks may join this concept sector in the future. Among these stocks, we can find those with larger increases and trends. Intervene stocks with better shape and do it with more overlay concepts, so the probability of continued rise will be greater. Follow me and continue to update hot sector stock information. Sanqi Interactive Entertainment and Century Huatong.

『五』What are the metaverse concept stocks?

There are many Yuanverse concept stocks:

1. Chips: Allwinner Technology, Rockchip, and Beijing Ingenic.

2. Display: BOE A, Shentianma A, Visionox.

3. Optics: Lant Optical, Lianchuang Electronics, Crystal Optoelectronics, OFILM, Lens Technology, Sunny Optical, United Optoelectronics, China Optics, Fujing Technology, and Yongxin Optics.

4. Sensor: Weir Co., Ltd.

5. Storage: GigaDevice Innovation.

6. OEM (ODM/OEM): Goertek, Wingtech Technology, Xinwangda, Lingyi Intelligent Manufacturing, Pengding Holdings, Zhaowei Electromechanical, Guoguang Electric, Changying Precision.

7. Packaging: Jingfang Technology, USI.

8. UI/OS: Chuangda.

9. Technical support: Digital Video, Wondershare Technology, SuperMap Software.

10. Games: Perfect World, Baotong Technology, Shengtian Network, Zhongqingbao, Shunwang Technology, Tianshen Entertainment, Gigabit, Sanqi Interactive Entertainment, Century Huatong.

Introduction:

The term Metaverse was born in the 1992 science fiction novel "Snow Crash". The novel depicts a huge virtual reality The world, where people use digital avatars to control and compete with each other to improve their status, still seems to describe a future world that is ahead of its time.

『Lu』 China’s leading Yuanverse concept stocks

There are mainly the following five leading Chinese Yuanverse concept stocks, Tencent Holdings, ByteDance, Goertek, Quanzhi Technology, Xin Yisheng

1. Tencent Holdings (but Tencent is a Hong Kong stock), if there is a domestic company that can become the leader of the Yuanverse, then this company is undoubtedly Tencent Holdings, because The original form of the metaverse is games plus social interaction, and its ultimate form is a complete reflection of the real world.

2. Bytedance is preparing to be listed on the Science and Technology Innovation Board. Douyin, Toutiao and Xigua Video are currently the most popular Internet platforms among young people in China. Their parent company is ByteDance. In April this year, ByteDance spent 100 million to acquire the game company Code Qiankun of Metaverse. In August, it spent 9 billion to acquire a VR hardware manufacturer that accounts for more than 50% of the domestic market. pico,

3. From 2021 to 2025, the average annual growth rate of global VR products is 41%, and the average annual growth rate of ar products is 138%. Facebook, ByteDance, they want In the Yuanverse, their VR equipment OEMs should not be able to escape Goertek, because Goertek’s market share in the OEM field exceeds 80%. In the first half of the year, Goertek’s smart hardware revenue has reached 11.2 billion, accounting for The ratio has reached 37%, which also means that Goertek is currently the purest supplier of virtual reality metaverse equipment in the A-share market.

4. Quanzhi Technology, Quanzhi Technology is the only low-end VR chip concept in ChinaNianqua, the VR virtual reality dedicated chip VR9 it launched can reach a speed of 70 frames per second. VR chip concept stocks are very rare. Only Qualcomm and Apple can make high-end chips. If China wants to make a copycat version of VR in the future , then its chips will (with a high probability) be provided by Quanzhi Technology.

5. Xin Yisheng, the most basic facility of the Metaverse is computing power. Why are the models of the Metaverse now all Lego models? Because their computing power is insufficient, they can only support simple two-dimensional cartoon-like images. In the future, with the improvement of computing power, the creation and experience of virtual reality content will be supported by more realistic modeling and interaction. Then this Together, the technology of Yuanverse will be accepted by more adults. In this area, the computing power leader in the United States is Nvidia. In China, I chose the dual-market leader of Telecom and Datacom, Xinyi Victory, he is one of the few domestic companies that can break through 800g data centers and optical modules, and is planning to build a new production capacity of 2.85 million high-speed optical modules. In the first half of 2021, revenue increased by more than 70% year-on-year.

『撒』 What stocks are there in the Metaverse concept stocks?

The "Metaverse" concept stocks are mainly the stocks of some game companies. 1. Recently, in order to deal with the real problem of peak traffic, large foreign Internet companies have stated that they will build a more realistic virtual world to attract customer groups, and have launched the concept of "metaverse". Objectively speaking, the "Metaverse" concept does draw a "big pie" for industry development. It will integrate a variety of new technologies to produce new Internet applications and social forms that blend reality and reality, and provide immersive experiences based on extended reality technology. , based on digital twin technology, generates a mirror of the real world and closely integrates the virtual world and the real world in the economic system, social system, and identity system, which may bring long-term investment opportunities.
2. Looking back at the "Metaverse" concept stocks that have been hotly speculated in China, we find that most of the companies are game software companies, which are far from the "Metaverse" concept of foreign Internet companies. What is surprising is that when a listed company in the A-share market said it would launch a "Metaverse" concept game, its stock price rose sharply. Could it be that domestic capital’s understanding of the concept of the “Metaverse” is only at the gaming level? A "metaverse" that makes games more realistic may not be able to attract a continued inflow of funds.
3. Individual investors should keep a clear understanding of the currently hotly speculated "Metaverse" concept stocks, and should not rush to pay for a newly emerging and immature concept. To judge the growth of the industry, we must first see whether application terminals are popular and whether the connection between virtual and reality can be established. Secondly, there must be real content construction and landing scenarios. When the sales of "Yuanverse" terminal products increase, the demand for terminal manufacturers and foundries increases; content companies begin to provide other content products with social attributes; new technologies and companies continue to optimize various components of the "Yuanverse" At that time, the industry really began to mature. The "Yuan Universe" is still far away from entering the homes of ordinary people. Too much money is used to speculate on themes and concepts,It is not conducive to the healthy development of the capital market. Regulatory authorities should pay close attention to market dynamics, account linkage, and abnormal transactions, seriously investigate and deal with market manipulation behaviors in accordance with laws and regulations, and purify the market ecology.

『8』 What are the leading Yuanverse concept stocks?

The leading Yuanverse concept stocks are mainly divided into the following ones, such as Yishang Display, Danghong Technology, Wanxing Technology, and Pingzhi Information And mango super coal and so on. As for which one is worth investing in, this still needs to be combined with the actual situation. Not every one is worth choosing, and a comprehensive analysis is required.
1. Yishang Display
The company mainly provides exhibition services. The business consists of three parts, namely brand terminal display services and virtual display services. What is promoted to users is corporate culture, what is displayed is brand image, creates value for customers, and effectively promotes product sales.
2. Danghong Technology
The company mainly focuses on the research of intelligent video. After years of technology accumulation, it will provide high-quality encoding, full-platform playback, intelligent portrait recognition, and video cloud services, etc. wait. This itself is a project oriented to the field of public security and media culture. It is also a national high-tech enterprise and deserves everyone's attention.
3. Wondershare Technology
Consumer software is mainly focused on family consumers, and there are also some software launched around individuals, all of which have a certain relationship with entertainment, work and life. The company has independently developed more than a hundred types of software, mainly digital documents, multimedia, cross-end data management, etc. It can be widely used on tablets, personal computers and smartphones with applicable operating systems, including Windows, Android, and iOS.
4. Mango Super Media
After the asset reorganization, the company acquired multiple companies, including Shanghai Tianyu Media Company, Mango Film and Television Culture Co., Ltd., and Shanghai Mango Interactive Entertainment Technology Co., Ltd. The main business these companies bring to everyone has something to do with new media, which involves the media, entertainment, interactive content and media retail industries.
5. Pingzhi Information
The main business of this company is digital reading. The company will have high-quality text content, as well as audio reading content, which can be accessed through cars, tablets, smartphones, PCs and electronic devices. Reader to effectively bring high-quality reading services to users. It will cover a lot of content, such as published books, newspapers, magazines, online literature bureau art talks, radio broadcasts, education and training, etc., which can fully meet the reading needs of various users.
It’s just that which one should be chosen when investing can only be combined with the actual situation and is not 100% sure.

『九』What are Metaverse concept stocks and what stocks are included in them

Metaverse concept stocks refer to stocks involving Metaverse technology or production-related hardware, and their business models It will be mainly used in social networking, games, consumption and other fields, which will bring upgrades, changes and even subversion of business models. This also means that such conceptsThe stock has great potential in the future, but there is still a long way to go before it can be fully realized.

Including 1. Chips: Allwinner Technology, Rockchip, and Beijing Ingenic.

2. Display: BOE A, Shentianma A, Visionox.

3. Optics: Lant Optical, Lianchuang Electronics, Crystal Optoelectronics, OFILM, Lens Technology, Sunny Optical, United Optoelectronics, China Optics, Fujing Technology, and Yongxin Optics.

4. Sensor: Weir Co., Ltd.

5. OEM (ODM/OEM): Goertek, Wingtech Technology, Xinwangda, Lingyi Intelligent Manufacturing, Pengding Holdings, Zhaowei Electromechanical, Guoguang Electric, Changying Precision.

6. Storage: GigaDevice Innovation.

7. Packaging: Jingfang Technology, USI.

8. UI/OS: Chuangda.

9. Technical support: Digital Video, Wondershare Technology, SuperMap Software.

10. Games: Perfect World, Baotong Technology, Shengtian Network, Zhongqingbao, Shunwang Technology, Tianshen Entertainment, Gigabit, Sanqi Interactive Entertainment, Century Huatong.

Metaverse
Metaverse is a virtual world that uses technological means to link and create, to map and interact with the real world, and to be 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 based on block technology. Chain technology builds an 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.

The Metaverse is essentially a process of virtualization and digitization of the real world, which requires a large number of transformations in content production, economic systems, user experience, and physical world content. However, the development of the Metaverse is gradual. It is finally formed by the continuous integration and evolution of many tools and platforms under the support of shared infrastructure, standards and protocols.