Nuggets Yuan Universe, which tech company is better?

With a long-term view, the meta-world is a great place to learn, think, and not end quickly in the short term. However, the growth of industries such as chips, networking, storage, and electronics is fundamental to the reality of the metaverse. Traders should beware of the exchange.

The fact that can no longer be ignored is that the concept of the "meta universe" in the novel shines brightly through the study of reality, spawning new gold.

Although there is no consensus on this change, the industry has succeeded in recognizing that Chinese intellectual property, video, network and energy, Internet of Things, blockchain and communication created the support of the metaverse.

Fans have seen many ways to market the above technologies such as the software and hardware needed to enter the meta-edge.

From an industry expert perspective, the long-term view is that the metaverse is a good concept, there is a lot of room for thinking, and it cannot be achieved in a short period of time. However, the growth of industries such as chips, networking, storage, and electronics is fundamental to the reality of the metaverse. Traders should beware of the exchange.

Tech giants leap into the arena

Facebook founder and CEO Mark Zuckerberg announced at the end of June this year that he wanted to make Facebook a meta-global business within the next five years. Since then $ 50 million has been invested in developing the role of "Meta Universe", with plans to hire 10,000 people in the EU over the next 5 years to support the development of "Meta" Universe "until 'to have the name updated - Everyone in Meta Universe A series of actions that show ambition.

With the change of Facebook's name to "meta" as a negative impact, tech companies around the world are now stepping into the meta world.

At the recent Ignite conference, Microsoft executives shared their focus on creating workplaces and collaborations that connect to multiple meta-worlds. Starting in the first half of 2022, the Mesh virtual networking platform will introduce into the Teams desktop collaboration software, allowing users to collaborate further and in a more immersive way.

The combination of chipmaker NVIDIA and Metaverse via the global “Omniverse” platform opens the door to software development. With NVIDIA processor, CUDA, optical tracking and other technological software and hardware, Omniverse brings the world to life in real life, giving birth to digital twins.

The best example in the home business arena was when ByteDance acquired Pico, the No. Company. Subsequently, the companies involved directly or indirectly present their plans on the Metaverse.

Meanwhile, according to data from Tianyancha, Alibaba, Tencent, Baidu, NetEase and other companies, they registered the "Meta Universe" brand series. The product has potential in the Meta Universe area. .

Meanwhile, in a meeting called in the recent 3rd Quarterly Report, internet company executives shared their thoughts on the meta global for some.

Chen Rui of Station B said the exchange is a long-term strategy, not a commodity, and Station B is a worthy business.

Ding Lei of NetEase said NetEase is committed to technology and policy, and believes that when the metaverse comes true, NetEase could run out of steam quickly.

Tencent Liu Chiping also said that the company has a lot of talent and ability to explore and develop the "meta universe".

Compared to foreign companies 'metaverse entry into the metaverse with software and hardware technology, domestic workers' words seem somewhat limited and generous, but they secretly compete against the idea of ​​“I can do it”. ".

Unlike passionate internet companies, the type of technology companies in China is unclear. But this time, you can't outrun the operator.

Recently, China Mobile announced its MIGU and Nreal Air evolution roadmap, the first consumer augmented reality glasses, China Telecom announced the strategic layout of "Metaverse" managed by the Xin Guomai subsidiary, and China Unicom launched Yunchuang digital personality creation. I did. The system, in the future, will create content to script for the world. At that time, our main dealer used all the facilities on the circuit.

New generation Internet?

Tianfeng Securities Research Report estimates that the distribution of consumer money in the mobile Internet age will become increasingly fragile as global Internet penetration soars. The result of the meta-edge concept is the human vision of accomplishment in the mobile internet, the next stage of the new age internet and traffic.

According to the "48th China Internet Development Statistics Report" recently released by the China Internet Information Center (CNNIC), in the home business sector, Internet users in Korea have reaches 1.11 billion in June 2021., and the number of mobile internet users reaches 1.07 billion.

your apple,In terms of large users, China's mobile Internet development space has almost reached its peak.

These models can also be seen in the ad of "Queen of the Internet" Mary Meeker. According to the "2020 Internet Trends Report" published by, examining user growth, the growth of mobile Internet users increased in 2007 and peaked in 2020, after experiencing an overall decline, but declined year on year. the other since 2016. years. As Mary Mikel points out, it is still difficult to find new and growing content with access to more than 50% of Internet users worldwide.

From the standpoint of technological advancement, since Tim Berners-Lee created the World Wide Web in 1989, the Internet, be it Web1.0 or Web2.0, has been designed to be the language and communication of the website since over 30 years. year. Current network platforms, interactive methods, etc. is "two-dimensional" and does not have a long breakthrough. andThe metaverse values ​​of "virtual 3D", "immersive" and "interactive", "new concepts" and relationships in technology have opened the door to human perception of the future ahead of the Internet.

Xiong Li, IT market analyst at Guosen Securities, believes revenue will be a key driver of the next generation of the mobile Internet age. The next generation of the Internet can be called the meta-world, that is, the knowledge of the Internet. That's why big companies are concentrating there.

In the case of domestic and foreign internet companies such as Facebook and BAT, which have enjoyed high-speed traffic sharing in the age of Web1.0 and Web2.0, it is impossible for all internet companies to to do so in a situation where the number of users is growing. and traffic distribution is slow. No problems were encountered in finding new growth points.

According to "Digital Economy Infrastructure Builders", NVIDIA is not only a powerhouse, but also a software developer. The process requirements for the "meta-edge" are always consistent with the development process.

This is expressed directly in the cost of sharing. As of November 22, Nvidia stock has risen more than 60% in the past three months, and its current market value exceeds $ 820 billion, four times its previous assets. Semiconductors compete with Intel.

NVIDIA quote / Data source: Cua (August 25 to November 25)

For mobile operators, the lowest level of the meta-universe plays an important role in creating a digital space.

The Trade Director of the China Blockchain Industry Association's Blockchain Special Committee advised reporters of "Blockchain Daily" as follows:Employees of 5G or 6G networks, cloud computing, Internet of Things and other infrastructure must all use the key conditions, otherwise the investment will be wasted. For mobile operators, the Meta Universe has a lot to offer going forward.

Investments should also be careful

Internet revenues have increased and users are excited about new technologies, “accessibility”, virtualization and the next generation of the Internet. All of the thought descriptions of metaverse descriptions are now plagued by tech companies. The term "long-suffering global investment" favors investor interest.

This is not only due to the fact that the Chinese A-share industry has developed a meta-global strategy since September, but has grown steadily as the economy grew by almost 30% last month, and many brands have hats every day. during consecutive trading days.

Metauniverse Marketing Ideas / Source of information: Wind (September 2 to November 25)

When the concept of metaverse was first introduced to the US stock market, Yuanshan Investment launched the first metaverse ETF "Round Hill Ball Metaverse ETF (META)" in June which almost included Roblox, Nvidia, Meta. , and Microsoft. edge.

Roundhill Ball Metaverse ETF function / Data source: Futu Securities

The recent ETF Round Hill Ball Metaverse was also very strong, posting a seventh week high on the line, and the gain was over 20%. After Facebook changed its name to META, the ETF generated new funding. The Round Hill Ball Metaverse ETF, which was only $ 142 million at the time, rose $ 12.5 million on October 28, the largest single-day increase since September.

However, the recipe for personalized products has different marketing levels.

Unlike the strong Nvidia market, the meat, the most active of the company, since the release of All In Metaverse, with its share price "came back early and caught up."

Facebook data source: Cua (August 25 - November 25)

Bu Rixin, thought expert at Whale Platform and partner at InnoPath Consulting, believes that the concept of Metaverse is "the right to count energy". Currently, the hype is mainly focused on "rules", which are used to promote Internet use, including games and chatting. , entertainment, commerce, etc. and "computing power" are the primary growth drivers of the metaverse industry and are simple industries that include chips, networking, storage, and computing power. The development of these industries is the basis for the true realization of the metaverse.

This is also the main reason for the difference in stock prices between NVIDIA and Meta.Meta has compiled meta-universal resources such as AR / VR hardware, intelligence, and game companies through its own research and investment, but the resources mentioned above are subject to change.

Some market analysts told the Blockchain Daily reporter, "What the meta is doing now, others can do."

It also means that companies that know about high-end and low-end technologies such as chips and rely on power on their way to the metaverse will be more likely to raise capital in the long run.

Bu Rixin said that finding ideas in the capital market depends on the long-term outlook and there will be uncertainty in the long term. short term.

Traders should be wary of the transition The country is still far from being reached and can only be seen as a vision for the future of the Internet, and of more united endurance. Therefore, the meta-global strategy at this point is designed for speculation rather than capital.

Companies registered with the idea of ​​a global meta will alter market prices in the short term, but will not affect their content in the long term.