云游戏元宇宙股票元宇宙云游戏

2022-01-24 08:19:53

A. 元宇宙概念股是什么意思

元宇宙概念股就是指与元宇宙概念相关的股票。
元宇宙（metaverse）这个概念最早由美国科幻作家尼尔·斯蒂文森在1992年的小说《雪崩》中创造。元宇宙就是指虚拟世界的空间，会为用户提供丰富的消费内容和交互体验等等，对应国内云游戏、VR等产业，是互联网的终极形态。
一. 元宇宙概念股有：
1、天舟文化：2021年第二季度显示，公司总营收1.57亿元，净利率14.43%，毛利率47.44%。收购游爱网络，投资开发AR，VR互动游戏和应用项目。
2、中青宝：2021年第二季度显示，公司总营收8433万元，净利率8.58%，毛利率55.54%。公司专注从事网络游戏，加大以5G云游戏技术和VR/AR虚拟与现实技术投入。
3、金马游乐：2021年第二季度季报显示，金马游乐营业总收入同比增长-4.31%至1.23亿元，毛利率40.58%，净利率-16.72%。公司已开发出包括VR系列在内的八大系列影视类产品，其中VR动感影院产品已交付并投入使用。
4、顺网科技：2021年第二季度显示，公司总营收2.55亿元，净利率17.34%，毛利率62.04%。并在互联网侧向超过80万用户提供云电脑服务，利用优势的技术和创新赋能元宇宙Metaverse。
5、隆利科技：2021年第二季度，公司营收同比增长-15.76%至4.52亿元，毛利率0.91%，净利率-12%。公司的Mini-LED技术在VR领域已经实现了研发突破，目前VR产品已经实现了批量交付，进入全球知名企业供应链，终端客户包括华为、三星等。
6、华策影视：2021年第二季度季报显示，华策影视营业总收入同比增长131.02%至8.13亿元，净利率11.89%。参股的兰亭数字是华为全球VR合作伙伴及联合运营商，公司在VR影像软、硬件研发及制作实力上领先行业，至今已完成200多部优质原创作品，并打造了中国首部VR电影《活到最后》，首部VR格斗赛事《昆仑决》。

B. 元宇宙概念股是什么意思

元宇宙概念股是什么意思？
元宇宙这个概念最早由美国科幻作家尼尔·斯蒂文森在1992年的小说《雪崩》中创造。元宇宙就是指虚拟世界的空间，会为用户提供丰富的消费内容和交互体验等等，对应国内云游戏、VR 等产业，是互联网的终极形态。而元宇宙概念股就是指与元宇宙概念相关的股票。
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。
通过对元宇宙构思和概念的“考古”，可以从时空性、真实性、独立性、连接性四个方面去交叉定义元宇宙。从时空性来看，元宇宙是一个空间维度上虚拟而时间维度上真实的数字世界；从真实性来看，元宇宙中既有现实世界的数字化复制物，也有虚拟世界的创造物；从独立性来看，元宇宙是一个与外部真实世界既紧密相连，又高度独立的平行空间；从连接性来看，元宇宙是一个把网络、硬件终端和用户囊括进来的一个永续的、广覆盖的虚拟现实系统。
1、元宇宙第一股——Roblox（RBLX.N）
元宇宙概念股第一大股，游戏UGC平台；作为一个UGC平台，Roblox向玩家提供游戏，同时，还提供创作游戏的开发者编辑器，允许玩家自行制作游戏上传，并与平台分成。
之所以说这个平台是元宇宙概念第一股，是因为实现元宇宙的畅想，一个公司、一个研发团队必然是力不能及的。而当游戏参与者也是游戏研发者，游戏平台由所有参与者共同搭建，游戏才能真正拥有海量内容，趋近于真实世界。
2、Unity（U.N）
一家世界领先的游戏引擎公司，在苹果和谷歌商店，排名前1000名有超过50%的游戏用Unity制作；
可用于创作、运营和变现任何实时互动的2D和3D内容，支持平台包括手机、平板电脑、PC、游戏主机、增强现实和虚拟现实设备。
3、动视暴雪（ATVI.O）
动视暴雪是全世界最大的游戏开发商和发行商，拥有魔兽世界、守望先锋等一系列顶级游戏IP；
4、腾讯控股
5、网易
布局包括《蛋仔派对》等元宇宙概念游戏
6、心动公司
taptap云玩平台

实现真正意义上的元宇宙需要什么技术条件？
1.基础条件必须满足，量子计算机，又或者算力更强的计算机技术，才能模拟辉煌庞大的宇宙数据并不会出现卡顿。
2.必须普及vr、ar、脑机接口设备，能够提供元宇宙概念的客户端口。
3.VR、AR、脑机接口的技术一定要做到能够模拟体感、直觉等必要的生理反应，其次是能够做到完全沉浸式的体验形式。
脑机接口可以做到控制大脑神经，发送电信号以达到模拟梦境的感觉，并以此打造沉浸式的元宇宙环境。这样的脑机接口技术，才能够算是真正的元宇宙概念，也是元宇宙实现的完美解决方案。
然而VR、AR的缺点便是无法通过设备模拟真实的知觉、体感，需要借助外界的设备，如沉浸式的VR体验舱，能够模拟和实现相应的水的感受，肢体接触的感受，但不能做到100%，且无比的笨重，需要现实的物质模拟，对此只会在元宇宙初级的阶段出现。

C. 元宇宙概念是哪几只股

元宇宙概念股有以下：
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。

(3)云游戏元宇宙扩展阅读：
一、元宇宙概念股的定义
元宇宙(metaverse)这个概念最早由美国科幻作家尼尔·斯蒂文森在1992年的小说《雪崩》中创造。元宇宙就是指虚拟世界的空间，会为用户提供丰富的消费内容和交互体验等等，对应国内云游戏、VR 等产业，是互联网的终极形态。而元宇宙概念股就是指与元宇宙概念相关的股票。

二、元宇宙上市公司所属行业：
1、元宇宙就是指虚拟世界的空间，会为用户提供丰富的消费内容和交互体验等等，国内的元宇宙的上市公司主要是做云游戏、VR 、5G、GPU、云计算、AI、算力与网络等一系列专业技术的公司，元宇宙是互联网的终极形态。
2、元宇宙是整合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，以及数字孪生技术生成现实世界的镜像，通过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编辑。

D. 股票元宇宙板块是什么意思

元宇宙（metaverse）这个概念最早由美国科幻作家尼尔·斯蒂文森在1992年的小说《雪崩》中创造。元宇宙就是指虚拟世界的空间，会为用户提供丰富的消费内容和交互体验等等，对应国内云游戏、VR 等产业，是互联网的终极形态。而元宇宙概念股就是指与元宇宙概念相关的股票。元宇宙概念股有：

1、天舟文化： 2021年第二季度显示，公司总营收1.57亿元，净利率14.43%，毛利率47.44%。

2、中青宝： 2021年第二季度显示，公司总营收8433万元，净利率8.58%，毛利率55.54%。

元宇宙对股票市场的影响

从元宇宙的概念可以看到，其基础设施部分其实是随着技术的发展，自动达到的，特别是5G的普及为其提供了土壤，但是因为是自动达到的所以也不存在具体的利好；而人机交互层暂时是对市场影响最大的。

可以预见的是，未来穿戴设备会像过去的智能手机一样，一代一代的推出，并且每一代都能拥有突破性的技术，随着带来用户体验的急剧上升和消费量的快速爆发，因为这将是一个高成长性的赛道，而这个赛道相关的行业主要就是消费电子、芯片等。

因此未来实质性参与到其中的企业也会享受到高成长性，而这对相应公司的影响就是价值重估，从一个市场容量几近见顶的消费电子、芯片赛道，变成高成长性赛道，这将带来数倍乃至更高的增长空间！

E. 元宇宙是什么梗

指沉浸式的虚拟世界，英文Metaverse。这个虚拟世界由VR（虚拟现实）、AR（增强现实）等3D技术和互联网组成。用户可以在元宇宙中感受不一样的人生，或是体验与真实世界完全不同的世界。与现有网络游戏不同的是，元宇宙能给玩家带来更真实的感受，让玩家可以仿佛置身于虚拟世界当中，甚至可以做到无法区分真实与虚拟世界。元宇宙也被吹捧成了互联网的终极形态。电影《黑客帝国》和《头号玩家》就是元宇宙概念。元宇宙一词最早出自美国科幻小说《雪崩》。小说中描绘了一个与现实世界平行的虚拟世界，元界（Metaverse）。

F. a股元宇宙概念是什么意思

、 “元宇宙”到底是什么？

“元宇宙”是一个3D的全新流量环境，在这个新的流量生态下、或者说深度数字化的趋势下，被赋能的不仅是社交游戏娱乐，很多产业/工业也会得到革新。“元宇宙”的出现对于社会经济发展的影响，可以参考过去从PC互联网静态流量环境向移动互联网动态流量环境（视频为主）的转变。“元宇宙”在提供更为极致的拟真、沉浸、交互体验的基础上，其核心意义是对社会、工业、科研的降本提效。

2、元宇宙和A股有关系吗？

Facebook、微软、英伟达等巨头加码“元宇宙”，标志着数字世界将进一步升维。融合区块链、虚拟游戏、AR/VR、5G等技术的元宇宙将承载娱乐、社交、教育以及更多经济活动，逐步为Z世代所接受。“元宇宙”的发展有望成为5G流量的引爆点，同时对通信、计算、显示及存储提出更高要求，注定是个漫长的演进过程，如边缘算力不足、AR内容成本过高、分布式存储效率偏低等都是需要面对的问题。因此，短期内所见的“元宇宙”DEMO尚不能支持大范围应用，A股仍以主题投资为主，主要涉及游戏、版权等赛道。

G. 最近股票市场里的元宇宙概念相对应的基金主题有哪些

一是游戏：Roblox、Unity、腾讯控股、动视暴雪、网易、心动公司；
二是显示技术：Facebook、Sony、Snap、微美全息、舜宇光学、歌尔股份、京东方A、维信诺、蓝特光学、联创电子；
三是网络：声网、中兴通讯、新易盛、光环新网、中际旭创、广和通、宝信软件。
拓展资料
除了元宇宙概念股，8日被元宇宙概念带火的还有云游戏主题基金。对于云游戏，据华西证券解释是以云计算为基础的游戏方式，在云游戏的运行模式下，所有游戏都在服务器端运行，并将渲染完毕后的游戏画面压缩后通过网络传送给用户。在华西证券公布的云游戏概念股中，截至9月9日云游戏概念股共27只，其中亦包括着诸如中青宝、浙江金科文化产业股份有限公司（下称“汤姆猫”）等元宇宙概念股。
在天天基金网分类的主题基金中，8日以云游戏为主题的基金成为全天最“红”的主题基金，全天涨幅9.84%。除此之外，游戏概念的电子竞技、网络游戏主题基金全天涨幅紧随其后，分别为5.42%和5.39%。
而在天天基金网分类的云游戏主题基金中仅有一只基金即富国中证体育产业（161030），该只基金成立于2015年6月25日，目前在管规模2.61亿元，基金经理张圣贤。
其前十大持仓股分别为完美世界、游族网络、比音勒芬、金达威、吉比特、奥瑞金、中体产业、汤臣倍健、巨人网络及掌趣科技。从前十大持仓股来看游戏及软件服务领域企业占比较多。
业绩方面，富国中证体育产业今年以来整体收益表现一般，收益率为2.05%。9月8日，受元宇宙概念影响，基金收益率达12.56%。事实上，自8月末，字节跳动收购Pico消息坐实起，富国中证体育产业的收益率便一路上扬。
换手率方面，该只基金则一直维持在较高水平，而其较高的换手率多少与其投资类型有关。据同花顺显示，富国中证体育产业为一只被动指数型股票基金。按照投资风格指数基金可分为被动型基金和主动型基金，而被动型指数基金则以特定指数为标的，并以该指数的成分股为投资对象，使投资组合的变动趋势与标的指数相一致，以取得与标的指数大致相同的收益率。

H. 什么是元宇宙,举例说明

元宇宙是一个平行于现实世界又独立于现实世界的虚拟空间，是映射现实世界的在线虚拟世界，是越来越真实的数字虚拟世界。人们利用脑机接口、VR等科学技术，进入沉浸式体验的数据世界，切换另一种身份，体验第二种生活。元宇宙概念起源于尼尔·斯蒂芬森的科幻小说《雪崩》，小说描绘了一个平行于现实世界的虚拟数字世界，现实世界中的人在这个虚拟世界中都有一个虚拟分身，人们通过控制这个虚拟分身来相互竞争以提高自己的地位。
元宇宙对应国内云游戏、VR等产业，是互联网的终极形态。当前元宇宙产业整体处于早期阶段，具有新兴产业不成熟、不稳定的特征。在技术升级与需求升级的合力作用下，元宇宙的场景实现只是时间问题，也代表着未来的大方向。

I. 元宇宙在中国合法吗

合法。元宇宙为用户提供更加实时、高度自主沉浸和多元化的体验。这一特征使游戏成为其天然载体。而一旦更多生产力进入元宇宙，用户的日常消费均可形成对应的闭环。除了游戏玩家热衷于为游戏角色购买的皮肤和装备，购买家具、汽车等较高的消费在虚拟世界都会成为可能。
1、一些中国游戏厂商及时尚品牌也在做出类似尝试。阿里巴巴云游戏事业部副总经理朱国政认为，虽然游戏普适的共性非常重要，但在元宇宙时代，还应该进一步把中国文化融入产品中，让中国文化润物细无声的体现更有效果。腾讯游戏学堂专家南杉则认为，对于中国游戏业的发展，不仅要关注元宇宙本身，更要关注这中间的每一步路径，“我们要去思考，在探索元宇宙的过程中，中国的游戏企业有没有机会代表中国的行业形象、代表中国整个经济高度、代表中国未来科学技术所处的位置，在每一个步骤中抢到优势的位置。在产业角度来看，这将是更重要的发展”。
2、“元宇宙可能成为下一代互联网”。扎克伯格表示，短期来看，元宇宙将带来游戏、社交和沉浸式内容。长期看，则可能催生一种线上线下一体的新型社会关系。根据业内人士的定义，任何人都可以在元宇宙中拥有一个“网络分身”，并获得身临其境的体验。一旦技术成熟，现实和虚拟世界的物质信息甚至可以互通。比如，你在路边买汉堡，可以用游戏中的虚拟币来支付。你也可以在元宇宙中认识新朋友，逛街试衣服。
3、“进入元宇宙时代，传统的资源概念和生产模式都将被颠覆，在虚拟世界里的经济活动最稀缺的就是生产者的想象力”。中坤集团创始人、北大教育基金会理事黄怒波在接受《环球时报》记者采访时表示，在元宇宙时代，教育模式也将被颠覆。他以其创办的丹曾文化为例称，“我们的线上课程会使用元宇宙技术让学生在虚拟世界里身临其境。比如，在《世界神话鉴赏》课中，当讲到女娲补天的时候，学生就可以通过元宇宙技术亲身体验女娲补天的过程。在这个意义上，每一部教程都可以成为一个增强版的虚拟世界”。

J. “元宇宙”是什么是游戏吗还是什么奇怪的东西

很多喜欢玩游戏的小伙伴们，都认为元宇宙就是一个虚拟的游戏场景，只不过比较真实而已。其实沉浸式的游戏场景体验，只是元宇宙当中微不足道的一点而已。就比如马路只是现实世界当中的一种建筑组成而已。
元宇宙是一个无比庞大的，平行于现实世界的虚拟宇宙，可以包含现实世界当中的一切，绝不仅仅只是游戏场景。我们就以游戏来说。在元宇宙当中的游戏，我们可以体验与对面玩家面对面碰撞的触感，可以感受各种枪械或者是各种道具最真实的感觉。如果是图书馆，我们可以在宇宙当中，以自己的意识分身随意翻阅，并且拉开在元宇宙图书馆当中的椅子，坐下来慢慢阅读，没错，在元宇宙中的感受，与现实世界的差距并不大，或者说超越了现实世界。
元宇宙最开始的来源是1992年的一部科幻小说，那是对于未来互联网发展的畅想，当时间跨越到现代，元宇宙距离我们越来越近。在未来的几十年，元宇宙很有可能就会就会普及我们的生活，只不过技术难度比较大而已。
在元宇宙当中，我们每个人都将拥有一个属于我们自己的身份id，我们可以进行各种社交，各种消费，并且体验各种不同的场景。比如将全世界各地的景点浓缩在元宇宙当中，你可以和来自其他国家的游客，在元宇宙当中的景点握手交谈。
现在关于元宇宙，各个国家都开始布局。各个与元宇宙相关的公司，其股票基本也是飞涨。甚至包括咱们国内的腾讯，也在元宇宙方面大胆尝试。元宇宙未来可期。

A. What does Metaverse Concept Stock mean?

Metaverse Concept Stock refers to stocks related to the Metaverse concept.
The concept of metaverse was first created by American science fiction writer Neil Stevenson in the 1992 novel "Snow Crash". Metaverse refers to the space of the virtual world, which will provide users with rich consumer content and interactive experiences, etc. It corresponds to domestic cloud gaming, VR and other industries and is the ultimate form of the Internet.
1. Metaverse concept stocks include:
1. Tianzhou Culture: The second quarter of 2021 showed that the company’s total revenue was 157 million yuan, with a net profit margin of 14.43% and a gross profit margin of 47.44%. Acquired Youai Network and invested in the development of AR and VR interactive games and application projects.
2. Zhongqingbao: The second quarter of 2021 shows that the company’s total revenue was 84.33 million yuan, with a net profit margin of 8.58% and a gross profit margin of 55.54%. The company focuses on online games and increases investment in 5G cloud gaming technology and VR/AR virtual and reality technology.
3. Jinma Amusement: The quarterly report for the second quarter of 2021 shows that Jinma Amusement’s total operating revenue increased by -4.31% year-on-year to 123 million yuan, with a gross profit margin of 40.58% and a net profit margin of -16.72%. The company has developed eight series of film and television products, including VR series, among which VR dynamic theater products have been delivered and put into use.
4. Shunwang Technology: The second quarter of 2021 showed that the company’s total revenue was 255 million yuan, with a net profit margin of 17.34% and a gross profit margin of 62.04%. It also provides cloud computer services to more than 800,000 users on the Internet side, using superior technology and innovation to empower the Metaverse.
5. Longli Technology: In the second quarter of 2021, the company's revenue increased by -15.76% year-on-year to 452 million yuan, with a gross profit margin of 0.91% and a net profit margin of -12%. The company's Mini-LED technology has achieved research and development breakthroughs in the field of VR. Currently, VR products have been delivered in batches and have entered the supply chain of well-known global companies. End customers include Huawei, Samsung, etc.
6. Huace Film and Television: The quarterly report for the second quarter of 2021 shows that Huace Film and Television’s total operating income increased by 131.02% year-on-year to 813 million yuan, with a net profit rate of 11.89%. Lanting Digital, in which it holds shares, is Huawei's global VR partner and joint operator. The company leads the industry in VR imaging software and hardware R&D and production capabilities. It has completed more than 200 high-quality original works and created China's first VR movie "Live to Live". "Finally", the first VR fighting event "Kunlun Showdown".

B. What does Metaverse Concept Stock mean?

What does Metaverse Concept Stock mean?
The concept of the metaverse was first created by American science fiction writer Neil Stevenson in the 1992 novel "Snow Crash". Metaverse refers to the space of the virtual world, which will provide users with rich consumer content and interactive experiences, etc., corresponding to domestic cloud games, VR and other industries are the ultimate form of the Internet. Metaverse concept stocks refer to stocks related to the concept of the metaverse.
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.
Through the "archaeology" of the ideas and concepts of the metaverse, the metaverse can be cross-defined from the four aspects of time and space, authenticity, independence, and connectivity. From the perspective of time and space, the metaverse is a digital world that is virtual in the space dimension and real in the time dimension; from the perspective of authenticity, there are both digital replicas of the real world and creations of the virtual world; from the perspective of independence From the perspective of connectivity, the Metaverse is a parallel space that is closely connected to the external real world and yet highly independent; from the perspective of connectivity, the Metaverse is a sustainable, wide-coverage space that includes networks, hardware terminals, and users. virtual reality system.
1. The first stock in the Metaverse - Roblox (RBLX.N)
The largest concept stock in the Metaverse, a game UGC platform; as a UGC platform, Roblox provides games to players, and at the same time, it also provides creation The game developer editor allows players to create their own games, upload them, and share them with the platform.
The reason why this platform is the first concept of the Metaverse is because realizing the imagination of the Metaverse is bound to be beyond the capabilities of one company and one R&D team. When game participants are also game developers and the game platform is jointly built by all participants, the game can truly have massive content and be closer to the real world.
2. Unity (U.N)
A world-leading game engine company, more than 50% of the top 1000 games in Apple and Google stores are made with Unity;
can be used for creation, operation and monetization Any real-time interactive 2D and 3D content, supported platforms include mobile phones, tablets, PCs, game consoles, augmented reality and virtual reality devices.
3. Activision Blizzard (ATVI.O)
Activivision Blizzard is the world's largest game developer and publisher, owning a series of top game IPs such as World of Warcraft and Overwatch;
4. Tencent Holdings
5. NetEase
The layout includes metaverse concept games such as "Eggboy Party"
6. Xindong Company
taptap cloud play platform

Achieving a true sense of What technical conditions are needed for the Metaverse?
1. The basic conditions must be met. Quantum computers, or computer technology with stronger computing power, can simulate the brilliant and huge cosmic data without lagging.
2. VR, AR, and brain-computer interface equipment must be popularized and be able to provide customer ports for the concept of the metaverse.
3. VR, AR, and brain-computer interface technologies must be able to simulate necessary physiological reactions such as somatosensory and intuition. Secondly, they must be able toAchieve a completely immersive experience.
Brain-computer interface can control brain nerves, send electrical signals to simulate the feeling of dreams, and create an immersive metaverse environment. Such brain-computer interface technology can be regarded as the true concept of the metaverse and the perfect solution for the realization of the metaverse.
However, the disadvantage of VR and AR is that they cannot simulate real perception and body sensation through equipment. They need to use external equipment, such as immersive VR experience cabins, to simulate and realize the corresponding feeling of water and physical contact. But it cannot be 100% achieved, and it is extremely bulky and requires realistic material simulation, which will only appear in the primary stage of the metaverse.

C. Which stocks are in the Metaverse concept?

The Metaverse concept stocks are as follows:
1. Chips: Quanzhi Technology, Rockchip, Beijing Junzheng.
2. Display: BOE A, Shentianma A, Visionox.
3. Optics: Lant Optical, Lianchuang Electronics, Crystal Optoelectronics, OFILM, Lens Technology, Sunny Optical, United Optoelectronics, China Optical, Fujing Technology, 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: Zhongke 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.

(3) Extended reading of the metaverse of cloud games:
1. The definition of metaverse concept stocks
The concept of metaverse was first coined by American science fiction writer Neil Stevenson in Created in the 1992 novel "Snow Crash". The Metaverse refers to the space of the virtual world, which will provide users with rich consumer content and interactive experiences, etc. It corresponds to domestic cloud gaming, VR and other industries and is the ultimate form of the Internet. Metaverse concept stocks refer to stocks related to the concept of the metaverse.

2. The industries of Yuanverse listed companies:
1. Metaverse refers to the space of the virtual world, which will provide users with rich consumer content and interactive experiences, etc. Domestic listed companies of Yuanverse It is mainly a company that specializes in a series of professional technologies such as cloud games, VR, 5G, GPU, cloud computing, AI, computing power and network. Metaverse is the ultimate form of the Internet.
2. The Metaverse is a new Internet application and social form that integrates virtual and real technologies and is created by integrating multiple new technologies. It provides an immersive experience based on extended reality technology and digital twin technology to generate a mirror of the real world through blocks. 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 toContent production and editing.

D. What does the stock metaverse sector mean?

The concept of metaverse was first introduced by American science fiction writer Neil Stevenson in the 1992 novel "Snow Crash" in creation. The Metaverse refers to the space of the virtual world, which will provide users with rich consumer content and interactive experiences, etc. It corresponds to domestic cloud gaming, VR and other industries and is the ultimate form of the Internet. Metaverse concept stocks refer to stocks related to the concept of the metaverse. Yuanverse concept stocks include:

1. Tianzhou Culture: The second quarter of 2021 showed that the company’s total revenue was 157 million yuan, with a net profit margin of 14.43% and a gross profit margin of 47.44%.

2. Zhongqingbao: The second quarter of 2021 shows that the company’s total revenue was 84.33 million yuan, with a net profit margin of 8.58% and a gross profit margin of 55.54%.

The impact of the Metaverse on the stock market

From the concept of the Metaverse, we can see that its infrastructure part is actually automated with the development of technology. It can be achieved, especially the popularization of 5G, which provides the soil for it, but because it is achieved automatically, there are no specific benefits; and the human-computer interaction layer has the greatest impact on the market for the time being.

It is foreseeable that in the future, wearable devices will be launched one generation after another, just like smartphones in the past, and each generation will have breakthrough technology. With the rapid increase in user experience and consumption The volume will explode rapidly because this will be a high-growth track, and the industries related to this track are mainly consumer electronics, chips, etc.

Therefore, companies that substantially participate in it will also enjoy high growth in the future, and the impact this will have on the corresponding companies is revaluation. From a consumer electronics and chip competition whose market capacity has almost peaked, The road has become a high-growth track, which will bring several times or even higher growth space!

E. What is the Metaverse

Refers to the immersive virtual world, the English Metaverse. This virtual world is composed of 3D technologies such as VR (Virtual Reality), AR (Augmented Reality) and the Internet. Users can experience a different life in the metaverse, or experience a world completely different from the real world. Different from existing online games, the Metaverse can bring players a more realistic experience, allowing players to feel as if they are in a virtual world, and even make it impossible to distinguish between the real and virtual worlds. The Metaverse has also been touted as the ultimate form of the Internet. The movies "The Matrix" and "Ready Player One" are concepts of the Metaverse. The term metaverse first came from the American science fiction novel "Snow Crash". The novel depicts a virtual world parallel to the real world, the Metaverse.

F. What does the concept of a-share metaverse mean?

What exactly is the "metaverse"?

"Metaverse" is a new 3D streamIn the quantitative environment, under this new traffic ecology, or the trend of deep digitization, not only social games and entertainment will be empowered, but many industries/industries will also be innovated. The impact of the emergence of the "Metaverse" on social and economic development can be seen in the past transition from a static traffic environment on the PC Internet to a dynamic traffic environment on the mobile Internet (mainly video). On the basis of providing more extreme simulation, immersion, and interactive experience, the core significance of "Metaverse" is to reduce costs and improve efficiency for society, industry, and scientific research.

2. Is there any relationship between the Metaverse and A-shares?

Giants such as Facebook, Microsoft, and NVIDIA are adding more resources to the “metaverse”, marking a further upgrading of the digital world. The Metaverse, which integrates blockchain, virtual games, AR/VR, 5G and other technologies, will carry entertainment, social networking, education and more economic activities, and will gradually be accepted by Generation Z. The development of the "Metaverse" is expected to become the tipping point of 5G traffic. At the same time, it puts forward higher requirements for communication, computing, display and storage. It is destined to be a long evolution process, such as insufficient edge computing power, excessive cost of AR content, distributed storage Low efficiency is a problem that needs to be faced. Therefore, the "Metaverse" DEMO seen in the short term cannot yet support large-scale applications, and A-shares are still dominated by thematic investments, mainly involving games, copyrights and other tracks.

G. What are the fund themes corresponding to the metaverse concept in the stock market recently?

First, games: Roblox, Unity, Tencent Holdings, Activision Blizzard, NetEase, Xindong Company ;
The second is display technology: Facebook, Sony, Snap, WIMI Hologram, Sunny Optical, Goertek, BOE A, Visionox, Lant Optical, Lianchuang Electronics;
The third is network: sound Net, ZTE, Xinyi Sheng, Sinnet, Zhongji InnoLight, Fibocom, and Baosight Software.
Extended information
In addition to the Metaverse concept stocks, the concept of Metaverse also became popular on the 8th, including cloud game theme funds. For cloud games, according to West China Securities, it is a game method based on cloud computing. In the operating mode of cloud games, all games are run on the server side, and the rendered game images are compressed and transmitted to users through the network. Among the cloud game concept stocks announced by West China Securities, there are 27 cloud game concept stocks as of September 9, including Zhongqingbao, Zhejiang Jinke Cultural Industry Co., Ltd. (hereinafter referred to as "Tom Cat"), etc. Metaverse concept stocks.
Among the theme funds classified by Tiantian Fund Network, the cloud game-themed fund on the 8th became the most "red" theme fund throughout the day, with an increase of 9.84% throughout the day. In addition, the game concept's e-sports and online game theme funds followed closely, with gains of 5.42% and 5.39% throughout the day.
There is only one fund among the cloud game themed funds classified by Tiantian Fund Network, namely Wells Fargo CSI Sports Industry (161030). This fund was established on June 25, 2015, and currently has a management scale of 261 million yuan. managerZhang Shengxian.
The top ten holdings are Perfect World, Youzu Networks, Biyinlefen, Jindawei, Gigabit, O.R.G., China Sports Industry, By-Health, Giant Network and Palm Qu Technology. Judging from the top ten holdings, companies in the gaming and software services fields account for a large proportion.
In terms of performance, the overall income performance of Fuguo CSI Sports Industry this year has been average, with a yield of 2.05%. On September 8, influenced by the concept of the metaverse, the fund's return rate reached 12.56%. In fact, since the news of ByteDance’s acquisition of Pico was confirmed at the end of August, the profit rate of the rich country’s CSI sports industry has been rising.
In terms of turnover rate, this fund has been maintained at a high level, and its higher turnover rate is somewhat related to its investment type. According to Flush, Wells Fargo CSI Sports Industry is a passive index stock fund. According to investment style, index funds can be divided into passive funds and active funds. Passive index funds use a specific index as the target and the constituent stocks of the index as investment objects, so that the change trend of the investment portfolio is consistent with the target index. , to obtain roughly the same rate of return as the underlying index.

H. What is the metaverse, with examples

The metaverse is a virtual space that is parallel to and independent of the real world. It is an online virtual world that maps the real world. An increasingly real digital virtual world. People use science and technology such as brain-computer interface and VR to enter the data world of immersive experience, switch to another identity, and experience a second life. The concept of the metaverse originated from Neal Stephenson's science fiction novel "Snow Crash". The novel depicts a virtual digital world parallel to the real world. People in the real world have a virtual avatar in this virtual world. People control this virtual world. Virtual clones compete with each other to improve their status.
The Metaverse corresponds to domestic cloud gaming, VR and other industries and is the ultimate form of the Internet. At present, the Metaverse industry as a whole is in its early stages and has the characteristics of immature and unstable emerging industries. With the combined force of technology upgrades and demand upgrades, it is only a matter of time before the metaverse scenario is realized, and it also represents the general direction of the future.

I. Is the Metaverse legal in China?

Legal. Metaverse provides users with a more real-time, highly autonomous, immersive and diversified experience. This characteristic makes games its natural vehicle. Once more productivity enters the metaverse, users' daily consumption can form a corresponding closed loop. In addition to skins and equipment that gamers are keen to buy for their game characters, higher purchases such as furniture and cars will become possible in the virtual world.
1. Some Chinese game manufacturers and fashion brands are also making similar attempts. Zhu Guozheng, deputy general manager of Alibaba Cloud Gaming Division, believes that although the universal universality of games is very important, in the metaverse era, Chinese culture should be further integrated into products to make the silent expression of Chinese culture more effective. . Nanshan, an expert at Tencent Game School, believes that for the development of China’s game industry, we must not only pay attention to the Metaverse itself, but also pay attention to the middle"We have to think about every step of the way. In the process of exploring the metaverse, do Chinese game companies have the opportunity to represent China's industry image, the height of China's entire economy, and the position of China's future science and technology? Grab an advantageous position in one step. From an industry perspective, this will be a more important development."
2. "The Metaverse may become the next generation of the Internet." Zuckerberg said that in the short term, the Metaverse will bring games, social and immersive content. In the long run, it may give rise to a new social relationship integrating online and offline. According to industry insiders’ definition, anyone can have an “online clone” in the Metaverse and get an immersive experience. Once the technology matures, material information in the real and virtual worlds can even communicate with each other. For example, if you buy a burger on the roadside, you can pay with virtual currency in the game. You can also meet new friends in the metaverse, go shopping and try on clothes.
3. "In the metaverse era, traditional resource concepts and production models will be subverted. The most scarce thing in economic activities in the virtual world is the imagination of producers." Huang Nubo, founder of Zhongkun Group and director of the Peking University Education Foundation, said in an interview with a reporter from the Global Times that in the era of the metaverse, the education model will also be subverted. Taking the Danzeng Culture he founded as an example, he said, "Our online courses will use Metaverse technology to allow students to be immersed in the virtual world. For example, in the "World Myth Appreciation" class, when talking about Nuwa When patching the sky, students can personally experience the process of Nuwa patching the sky through the metaverse technology. In this sense, each tutorial can become an enhanced virtual world."

J. What is the "Metaverse"? Is it a game or something strange?

Many friends who like to play games think that the Metaverse is A virtual game scene, but more real. In fact, the immersive game scene experience is just an insignificant part of the metaverse. For example, the road is just a kind of architectural component in the real world.
The Metaverse is an extremely large virtual universe that is parallel to the real world and can include everything in the real world, not just game scenes. Let’s take games as an example. In games in the metaverse, we can experience the touch of a face-to-face collision with the opposite player, and feel the most realistic feeling of various firearms or various props. If it is a library, we can browse through it at will with our own consciousness in the universe, and pull out a chair in the library of the metaverse, sit down and read slowly. Yes, the feeling in the metaverse is different from the real world. The gap is not big, or it goes beyond the real world.
The original source of the Metaverse was a science fiction novel in 1992, which was an imagination for the future development of the Internet. When time spans to modern times, the Metaverse is getting closer and closer to us. In the next few decades, it is very likely that the metaverse will become popular in our lives, but it will be more technically difficult.
In the metaverseIn the Internet, each of us will have an identity of our own, and we can engage in various social interactions, various consumptions, and experience various different scenarios. For example, attractions from all over the world are condensed into the metaverse. You can shake hands and talk with tourists from other countries at the attractions in the metaverse.
Now regarding the Metaverse, various countries have begun to make plans. The stocks of various companies related to the Metaverse are basically soaring. Even our domestic Tencent is making bold attempts in the Metaverse. The future of the Metaverse is promising.

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