武汉元宇宙投资咨询有限公司 元宇宙 投资

A. “元宇宙”概念大火,会诞生一批怎样的岗位

“元宇宙”概念大火,会诞生一批怎样的岗位?

时代发展一直是一个火热的问题,人类社会离不开科技进步。从一开始人类学会使用工具到现在人们的科技发展到达一定的高度。这些科技的进步都保障着人们的生活同时便利着人们的生活方式。在前几年还是一个新鲜词的AI,AR等等近几年已经走进人们的视野中。虚拟现实技术的普及让人们知道科技带来的是另一种生活方式。

前一段时间,元宇宙出现在人们视野中,这是一种全新的概念。简单来说就是通过现在社会的各种科技在另一个虚拟时空创造出一个虚拟环境。人们可以在这些虚拟环境中扮演一个角色,在这种环境中人们可以有着类似于现实社会的文明,科技。甚至还有可能会出现一些现实社会无法出现的事物。这一概念的出现一时间爆火。这些都得益于科技的进步,与此同时这个概念的提出就意味着在未来,会有一批新的岗位出现服务于元宇宙。那么让我们一起来看一看都有哪些岗位吧。

B. 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

C. 所谓的元宇宙到底可以用来做什么

所谓的元宇宙到底可以用来做什么?

时代在发展科技在进步,科技的飞速发展一直影响着人类社会的进程。现如今网络时代以及进入5g时代,与此同时各种虚拟现实技术的成熟标志人类社会进入了一个新的时代。前一阵网络特别火的元宇宙一时登上了热搜,许多人不知道元宇宙到底是干什么的,现在让我们一起来看看吧。

D. 什么是“元宇宙”,“元宇宙”真的是个骗局吗

“元宇宙”并不是骗局,指的是一个与现实世界平行,同时又是一个独立的虚拟空间,换句话来说,就是真实的数字虚拟世界。

“元宇宙”是非常热门的话题,许多商业巨头纷纷加入相关的领域,纷纷开始加入 “元宇宙”的行业。这么一个看似虚幻的世界,只要假以时日,相信在不久的将来会实现“元宇宙”场景出现。

一、“元宇宙”究竟是什么,是一个虚拟的空间

“元宇宙”是一个由许多个新技术组合而成的新型网络空间和社会形态,利用数字技术产生的现实世界的镜像,将区块链技术创建出一个经济体系,把虚幻和现实相结合,并允许所有用户对其内容进行编辑。“元宇宙”这个词最先出现在斯蒂芬森的一本科幻小说《雪崩》当中,小说中描述了一个与现关世界平行的另一个数字世界,每个现实世界的人在这个数字世界中都有另一个虚拟的自己。

总结

“元宇宙”不仅不是骗局,并且推动着互联网发展,通过虚拟现实设备让人们真正感受到数字化时代的奇妙。人们只要戴上设备就可以进入虚拟的空间跟同事来一场社交,甚至可以利用“元宇宙”来创造一个虚拟的世界,从此人类将成为现实与虚拟世界的“两栖动物”。

E. 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。

F. 元宇宙怎么投资多少钱

我们目前处于元宇宙的启动期,距离爆发期至少还有5年
。爆发期的标志有2点:

1.身份系统
必须有全球一半人通过一款杀手级应用进入元宇宙。成为大家日常消费、社交、甚至工作的主要场所。

2.价值系统
区块链数字货币的交易规模(NFT)。在元宇宙中,数字物品和数字货币都是以NFT流转来计算,目前NFT 市场规模有200亿美元,到爆发期临界点,元宇宙GDP需达到万亿级美元。估算至少需要5年

进入元宇宙的四个焦点问题
1.进入元宇宙门槛高吗?
一个早期的“加密朋克”可能售价1000万美元,比特币也6.6万美元。但购买未来可能成为元宇宙的身份标识的NFT头像,并不需要那么多钱。推测需要千元、百元成本可以体验元宇宙。

另外区块链技术的成熟,会大大降低交易成本的记账费用,不远的将来记账费用会将为0。也就是数字货币交易过程中,不会过多地被平台抽佣。

2.我的资金安全吗?
在2017年有很多区块链游戏 -炒虚拟币:如加密猫,曾炒到几百万美元。但不久之后,没有像元宇宙这样巨大的应用场景,泡沫破灭,导致很多人血本无归。

虽然元宇宙有巨大的应用场景和潜力,更需各入局的供应商的交易法则完善。如Facebook就对未来的电子钱包制定了严格的交易规则,佳士得拍卖公司也对数字拍卖品的电子版权做了更多的规范。

也就是须保证,虚拟币有足够完善的应用场景和交易规范。资金才能安全有保证。

千万不要盲目追逐过度炒作的数字商品

G. 多家元宇宙概念公司被监管部门问询,我们应该如何理性看待元宇宙

理性看待投资和理性看待行业不一样。

现阶段表现好的一些上市公司,和元宇宙相关基本面好不好,没什么关系。

主要是。。。。前期跌得多,里面成势力的机构少,拉升比较容易,砸盘的力量比较小。

这和我之前说氢能源一个意思,长远的发展方向在当下突然概念火爆了,涨得好和基本面关系不大。不要试图用基本面去选择投资目标,也不要在行情到顶的时候自己真的相信业务逻辑。

是不是重要发展方向?是

元宇宙于投资和产业的意义是将过去几年比较零散的投资概念进行了“统合”。

数字孪生、AR/VR/MR硬件、数字货币,等等等等。

在元宇宙这个大的理念下,很多事情做起来就更有逻辑。

基本面如何?不怎么样

上述这些行业在过去几个月内,没什么显著变化,也就更谈不上业绩。

双十一谁也没去有意识地采购AR/VR/MR设备对吧,苹果说了很久,现在预计也是明年上半年才出。(做硬件逻辑投资的倒是值得思考一下这个逻辑)

数字孪生了真么久,还是To B收入模型;

数字货币。。。。。。。不提了

H. 央视警惕“元宇宙”新型骗局,关于“元宇宙”的骗局有哪些

有很多骗局,有很多区域链游戏,都是页面游戏,背后有特别严重产业链,在玩游戏的时候,需要将手里的钱转换成虚拟货币,平常会抽取抽成。

I. 元宇宙为什么值得我们反复关注

盘面观察

周三指数深强沪弱,两市成交额合计10624.67亿。盘面观察,传媒、电子、农林牧渔等行业涨幅居前,房地产、建筑装饰、钢铁等行业跌幅居前。两市涨停99家,跌停13家,北向资金流出17.45亿。沪指跌0.07%,报3622.62点,深成指涨0.7%,报14791.33点,创指涨0.55%,报3368.7点。

 

后市展望

12月21日,上海市委经济工作会议中提到“积极抢占数字经济赛道,全面推动城市数字化转型。抓紧部署绿色低碳赛道,有针对性地安排特色园区攻坚突破。引导企业加紧研究未来虚拟世界与现实社会相交互的重要平台,适时布局切入。”市场普遍认为“虚拟世界与现实社会相交互”最好的落地场景就是元宇宙,这相当于上海为元宇宙的发展进行了一次官方肯定。从盘面来看,今日涨幅靠前的行业板块均离不开元宇宙。

其实从元宇宙概念诞生开始,就有两个代表性观点。一方认为元宇宙会世界变得更加内卷,还有让人在虚拟世界中彻底躺平。而另一方则认为元宇宙能够让世界变得更美好,元宇宙不会让人彻底躺平。我个人更加认可后者。首先我们进入元宇宙并不是无成本的,仍然需要努力工作维持我们进入元宇宙的身份系统。而且从过往经验来看,游戏与高清视频这种娱乐项目反而会推进半导体产业发展,元宇宙也不会例外。元宇宙专家陈序在其《元宇宙12讲》里面就提到一个通过元宇宙事前拟真减少在城市建设中后续拆除改造成本的例子。其实元宇宙的应用场景绝不限于游戏与娱乐,它也可能赋能管理、教育与工作等各个行业。我们认为元宇宙应用可以媲美前几年的“互联网+”,在现阶段其对于社会效率有提升作用,其利大于弊。

不过,目前元宇宙仍然处于发展初期,机会与风险并存。我们可以从以下三方面着手布局元宇宙概念。首先是“网络层”,这是元宇宙的基础,包括通讯基础设备公司;第二是“应用层”,负责实现元宇宙的身份识别与价值交换功能,主要包括NFT为基础的区块链技术公司;最后是“感知层”,负责完成虚拟与人体感官感知的连接,包括传感器、虚拟现实与增强现实设备的公司。

 

操作策略

短期来看,指数仍需震荡整固,结构性行情特征明显。其中低估与中小市值品种在股性上仍然占优。建议利用12月震荡过程布局明年初行情,并关注昨日稳增长逻辑主线的新老基建行业,还有今日提到的元宇宙行业机会。

【广发 证券高级投资顾问 黎衍军,执业证书编号:S0260612110012】


J. 元宇宙在未来的发展趋势如何值得普通人去投资吗

元宇宙在未来的发展趋势相对比较复杂,多数普通人会比较相信元宇宙,甚至会认为元宇宙是以后的科技发展方向。少数理智的人不太看好元宇宙,同时也对元宇宙持负面观点,我个人相对比较支持后者。

至于普通人,我个人认为普通人不适合去投资元宇宙,因为这个世界上根本没有任何人可以正确解释元宇宙,元宇宙是一种资本炒作的概念,多数元宇宙的产品也根本没有落实到实处。对于我们普通人来讲,我觉得普通人需要正确看待投资的风险问题,千万不要去盲目跟风。

一、元宇宙的发展趋势比较复杂。

如果我们用现在的眼光来看待元宇宙的话,多数人会认为元宇宙的发展前景非常好,有人表示愿意都会直接引领第4次科技革命。然而事实上,元宇宙所代表的虚拟概念根本就没有得到社会主流的支持,元宇宙很有可能是社会发展停滞下的产物。


A. What kind of jobs will be created if the concept of "Metaverse" becomes popular?

What kind of jobs will be created if the concept of "Metaverse" becomes popular?

The development of the times has always been a hot issue, and human society cannot do without scientific and technological progress. From the beginning when humans learned to use tools to now, people's technological development has reached a certain height. These technological advancements protect people's lives and facilitate people's lifestyles. AI, AR, etc., which were still new words in the past few years, have entered people's field of vision in recent years. The popularity of virtual reality technology lets people know that technology brings another way of life.

Some time ago, the metaverse appeared in people's field of vision. It is a brand new concept. To put it simply, it is to create a virtual environment in another virtual time and space through various technologies in today's society. People can play a role in these virtual environments. In this environment, people can have civilization and technology similar to real society. There may even be things that cannot appear in real society. The emergence of this concept became an instant hit. These are all due to the advancement of science and technology. At the same time, the introduction of this concept means that in the future, a number of new positions will appear to serve the Metaverse. So let’s take a look at what positions are available.

B. 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, there is also no onegenerally 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 ; Open creation, 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; Stabilized system, with a safe, stable and orderly economy Run the 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 Yuanverse industry,With rapid development, 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.
From 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

C. What can the so-called metaverse be used for?

What exactly can the so-called Metaverse be used for?

Times are developing and science and technology are advancing. The rapid development of science and technology has always affected the process of human society. In today's Internet era and entering the 5g era, andAt the same time, the maturity of various virtual reality technologies marks that human society has entered a new era. The Metaverse, which was very popular on the Internet a while ago, was on the hot search list. Many people don’t know what the Metaverse is about. Now let’s take a look.

D. What is the "Metaverse" and is the "Metaverse" really a scam?

The "Metaverse" is not a scam. It refers to a world parallel to the real world and at the same time It is an independent virtual space. In other words, it is a real digital virtual world.

"Metaverse" is a very hot topic. Many business giants have joined related fields and have begun to join the "Metaverse" industry. In such a seemingly illusory world, as long as time passes, I believe that the "metaverse" scene will appear in the near future.

1. What exactly is the "Metaverse"? It is a virtual space

The "Metaverse" is a new cyberspace and social form composed of many new technologies. It uses digital technology to create reality. Mirror of the World uses blockchain technology to create an economic system that combines fantasy and reality and allows all users to edit its content. The term "metaverse" first appeared in Stephenson's science fiction novel "Snow Crash". The novel describes another digital world parallel to the current world. There is another virtual self.

Summary

The "Metaverse" is not only not a scam, but also promotes the development of the Internet, allowing people to truly feel the wonder of the digital age through virtual reality devices. As long as people put on the device, they can enter the virtual space to socialize with colleagues, and they can even use the "metaverse" to create a virtual world. From then on, humans will become "amphibians" between the real and virtual worlds.

E. The development prospects of the Metaverse

There are eight major elements about the Metaverse. For those who want to experience virtual reality, 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 definitions given by roblox. Regarding roblox, it is actually a large-scale game. What is special is that it is the largest multiplayer online creative game in the world. Players from all over the world have developed a large number of digital content such as 3D and VR here. At the same time, this game is compatible with casual games. Games, virtual worlds, and self-created content. And the game also has 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 the same as our real universe. However, 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 contains Thousands, achieving 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.

F. How to invest in the Metaverse and how much money

We are currently in the start-up period of the Metaverse, and there are at least 5 years left before the explosion
. There are two signs of the outbreak period:

1. Identity system
Half of the world’s population must enter the Metaverse through a killer app. It has become the main place for everyone’s daily consumption, social interaction, and even work.

2. Value system
The transaction scale of blockchain digital currency (NFT). In the Metaverse, digital items and digital currencies are calculated based on NFT circulation. The current NFT market size is US$20 billion. By the critical point of the outbreak, the GDP of the Metaverse needs to reach trillions of US dollars. It is estimated that it will take at least 5 years

Four focus issues on entering the Metaverse
1. Is the threshold for entering the Metaverse high?
An early “cryptopunk” might sell for $10 million, and Bitcoin would cost $66,000. But you don’t need that much money to buy an NFT avatar that may become the identity of the Metaverse in the future. It is speculated that it costs a thousand or a hundred yuan to experience the Metaverse.

In addition, the maturity of blockchain technology will greatly reduce the accounting fees of transaction costs, and the accounting fees will be 0 in the near future. That is to say, during the digital currency transaction process, you will not be charged too much commission by the platform.

2. Are my funds safe?
In 2017, there were many blockchain games - speculating on virtual currencies: such as CryptoKitties, which once made millions of dollars. But soon after, there were no huge application scenarios like the Metaverse, and the bubble burst, causing many people to lose their money.

Although the Metaverse has huge application scenarios and potential, it also needs to improve the transaction rules of each supplier entering the game. For example, Facebook has formulated strict transaction rules for future electronic wallets, and Christie's auction company has also made more regulations on the electronic copyright of digital auction items.

That is, it must be ensured that the virtual currency has sufficiently complete application scenarios and transaction specifications. Funds can be safe and guaranteed.

Never blindly chase over-hyped digital commodities

G. Many metaverse concept companies have been asked by regulatory authorities about how we should view the metaverse rationally

Looking at investment rationally is different from looking at the industry rationally.

Some listed companies that are performing well at this stage have nothing to do with whether the fundamentals related to the Metaverse are good or not.

Mostly. . . . If the price falls a lot in the early stage, there will be fewer influential institutions, so it will be easier to pull it up, and the power to smash the market will be smaller.

This has the same meaning as what I said about hydrogen energy before. The long-term development direction is suddenly a popular concept at the moment, and good growth has little to do with fundamentals. Don't try to use fundamentals to choose investment targets, and don't really believe in business logic when the market reaches its peak.

Is it an important development direction? Yes

The significance of Yuanshi to investment and industry is to "unify" the relatively scattered investment concepts in the past few years.

Digital twins, AR/VR/MR hardware, digital currency, etc.

Under the big concept of the metaverse, many things can be done more logically.

How are the fundamentals? Not so good

There have been no significant changes in the above-mentioned industries in the past few months, let alone performance.

No one consciously purchased AR/VR/MR equipment during Double Eleven, right? Apple has been talking about it for a long time, and it is now expected to be launched in the first half of next year. (Those who invest in hardware logic should think about this logic.)

Digital twins have been around for a long time, but they are still To B income models;

Digital currency. . . . . . . Not to mention

H. CCTV is wary of new scams in the "Metaverse". What are the scams about the "Metaverse"

There are many scams and many blockchain games, all of which are pages Games have a very serious industrial chain behind them. When playing games, you need to convert the money in your hand into virtual currency, and you will usually take a commission.

I. Why Yuanverse deserves our repeated attention

Disk observation

On Wednesday, the index was strong in Shenzhen and weak in Shanghai, with the total turnover of the two cities being 1.062467 billion. Looking at the market, the media, electronics, agriculture, forestry, animal husbandry and fishery industries were among the top gainers, while real estate, construction and decoration, steel and other industries were among the top losers. There were 99 companies in the two cities with daily limit and 13 companies with daily limit, and northbound capital outflows amounted to 1.745 billion. The Shanghai Composite Index fell 0.07% to 3,622.62 points, the Shenzhen Component Index rose 0.7% to 14,791.33 points, and the Chuang Index rose 0.55% to 3,368.7 points.

Outlook

On December 21, the Shanghai Municipal Party Committee’s Economic Work Conference mentioned “actively seize the digital economy track and comprehensively promote the city’s digital transformation. We should seize the opportunity to deploy green and low-carbon tracks and arrange characteristic parks in a targeted manner to make breakthroughs. Guide enterprises to step up research on important platforms for the interaction between the virtual world and the real society in the future, and make timely arrangements for entry." The market generally believes that "the virtual world and the real society interact “The best landing scenario is the Metaverse, which is equivalent to Shanghai’s official affirmation of the development of the Metaverse. From a disk perspective, todayThe industry sectors with the highest growth rates are all inseparable from the Metaverse.

In fact, since the birth of the concept of the metaverse, there have been two representative views. One side believes that the metaverse will make the world more involute and make people completely flat in the virtual world. The other side believes that the Metaverse can make the world a better place, but the Metaverse will not completely make people lie down. I personally agree more with the latter. First of all, our entry into the metaverse is not cost-free. We still need to work hard to maintain our identity system when we enter the metaverse. And judging from past experience, entertainment projects such as games and high-definition videos will promote the development of the semiconductor industry, and the Metaverse will be no exception. Metaverse expert Chen Xu mentioned in his "12 Lectures on the Metaverse" an example of reducing the cost of subsequent demolition and renovation in urban construction through pre-simulation of the Metaverse. In fact, the application scenarios of the Metaverse are by no means limited to games and entertainment. It may also empower various industries such as management, education, and work. We believe that the Metaverse application is comparable to the "Internet+" of previous years. At this stage, it can improve social efficiency and its advantages outweigh its disadvantages.

However, the Metaverse is still in its early stages of development, and opportunities and risks coexist. We can lay out the concept of the Metaverse from the following three aspects. The first is the "network layer", which is the foundation of the Metaverse, including communication infrastructure equipment companies; the second is the "application layer", which is responsible for realizing the identity recognition and value exchange functions of the Metaverse, mainly including NFT-based blockchain technology company; and finally, the "perception layer", which is responsible for completing the connection between virtual and human sensory perception, including sensors, virtual reality and augmented reality equipment.

Operational strategy

In the short term, the index still needs to fluctuate and consolidate, and the structural market characteristics are obvious. Among them, undervalued and small and medium-sized market capitalization varieties still dominate in terms of equity. It is recommended to use the shock process in December to lay out the market situation at the beginning of next year, and pay attention to the new and old infrastructure industries that were the main line of stable growth logic yesterday, as well as the opportunities in the Metaverse industry mentioned today.

[Li Yanjun, Senior Investment Advisor of GF Securities, Practice Certificate No.: S0260612110012]


J. Yuan Universe What is the future development trend and is it worthy of investment by ordinary people?

The future development trend of the Metaverse is relatively complicated. Most ordinary people will believe in the Metaverse and even think that the Metaverse is the future direction of technological development. . A few rational people are not very optimistic about the Metaverse, and they also hold a negative view on the Metaverse. Personally, I relatively support the latter.

As for ordinary people, I personally think that ordinary people are not suitable to invest in the Metaverse, because no one in this world can correctly explain the Metaverse. The Metaverse is a concept of capital speculation. Most Metaverses The products have not been implemented at all. For us ordinary people, I think ordinary people need to correctly view the risk issues of investment and never blindly follow the trend.

1. The development trend of the Metaverse is relatively complex.

If we look at the Metaverse from the current perspective, most people will think that the development prospects of the Metaverse are very good, and some people who express their willingness will directly lead the fourth technological revolution. However, in fact, the virtual concept represented by the Metaverse has not received support from the mainstream of society at all. The Metaverse is likely to be a product of stagnant social development.

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