Investment opportunities in the meta universe era from the renaming of Facebook meta

Ostrich blockchain 2021-11-22 17:25:18 阅读数:46

investment opportunities meta universe era

author : Chen Xiaohei

Produce : Ostrich blockchain

10 month 28 Japan ,Facebook The current CEO Mark Zuckerberg is Facebook Connect It was announced at the meeting that ,Facebook Renamed Meta, Cause netizens' ridicule and capital market attention .


source :Telegram


source :Twitter

in fact ,Facebook Renamed Meta Behind the , It shows Facebook Turn to the meta universe (Metaverse) Our ambition . Zuckerberg points out ,Meta See the metauniverse as the next frontier of Technology , People will live there 、 Work and play , But this will require 5 - 10 It takes years to become the mainstream .

Zuckerberg's meta universe is a technical concept , It refers to the use of digitization to build a network world parallel to the real world . Simply speaking , The meta universe is a multidimensional Internet space . As netizens say , With the blessing of the meta universe , You can do what you can't do in the real world .

The development of the universe

Meta universe The germination of can be traced back to 1992 year . That year , Neil Stevenson, a famous American science fiction writer, wrote in his own novel 《 An avalanche 》 The concept of element boundary is proposed in , This is the prototype of the meta universe evolved from this .

Because of this novel , The meta universe first came into the sight of the general public , But eventually drowned in the long river of history . However , The concept of the meta universe has experienced nearly 30 After years of silence , Finally in the 2020 Attention was paid again in .

2020 year ,《 No. 1 player 》、《 Out of control players 》 And other movies depicting the ultimate form of the meta universe , Let the general public have a preliminary understanding of the concept of the meta universe . meanwhile ,《 Fort night 》 Virtual concert on the game line 、 At Nintendo 《 Animal forest friends 》 Academic seminars and other activities held at , It provides an opportunity for the general public to experience the meta space , It also lays a foundation for the development of the meta universe at home and abroad .

From abroad ,2021 year 3 month ,“ The first strand of the meta universe ”Roblox Listed on the New York Stock Exchange .Roblox Just a few months after listing , from 40 $100 million valuation , Soar to 500 Billion dollars , In less than half a year 10 Double the increase .

What's more amazing , With 5G、AI、VR/AR And other technologies , The technical support of the yuan universe is becoming more and more stable . here , The popularity of the yuan universe seems to be that everything is ready, only due to the east wind . and Facebook renamed Meta Turning to the meta universe itself , It is regarded as the east wind that detonates the upsurge of the meta universe , Microsoft and other technology giants have announced plans for meta universe related products , Scramble to seize the commanding height of meta space .

Domestic perspective , since 2021 year 9 month 1 Since then ,“ Meta universe ” The relevant trademark is applied for 2939 Pieces of , tencent 、 Chinese online and several Netease affiliated companies and other domestic enterprises are also scrambling to register yuanuniverse related trademarks .

The reason for the popularity of the meta universe

In addition to the maturity of relevant technologies , There are three main reasons why the yuan universe was detonated .

The first reason is that capital drives .Roblox Just a few months after listing on the New York Stock Exchange , The valuation has risen by more than 450 Billion dollars . Behind such an amazing rise , If there is no capital participation of Wall Street, no one will believe it , After all, it is impossible for retail investors in the United States to burst out so much energy .

The second reason is the global epidemic . The global epidemic has led to the whole 2020 Years and 2021 People's production in the first half of the year 、 life 、 The way of entertainment has changed greatly . People find meeting in a non-contact virtual environment 、 Work 、 shopping 、 Entertainment is more important .

The third reason is psychological needs .11 month 1 Japan , The Ministry of Commerce issued a document , Encourage families to store a certain amount of necessities according to their needs , Meet the needs of daily life and emergencies , Under the over interpretation of some we media , Caused panic among citizens . in fact , This is the country's response to high inflation expectations 、 The epidemic rebounded 、 Preventive measures against abnormal weather , It also reflects that young people in real conditions , Disappointments that cannot be improved through efforts , And the desire to seek self realization in the virtual space , The meta universe is such a space that can give these people psychological comfort .

The investment opportunities of yuancosmos

at present , More and more domestic and foreign enterprises have entered the meta universe , so to speak , The era we live in is bound to be the era of meta universe . that , In the race track competition in the early development of the metauniverse , What areas of business will benefit first ?

From the perspective of investment, there are mainly 4 Large plate , They are the underlying architecture 、 Back end infrastructure 、 Front end devices and scene content . among , The underlying architecture is mainly blockchain 、NFT、 Virtual currency ; The back-end infrastructure includes 5G、GPU、AI; The front-end device is undoubtedly AR/VR, And sensors 、 Display panel, etc ; The scene content is based on the game 、 Medical care 、 Industry 、 education 、 Meetings, etc. are most likely .

Citic securities pointed out that , At the current time , It is difficult for us to give the short-term beneficial investment target of metauniverse , But in the medium and long term , We are optimistic about the investment opportunities in related fields , Such as : Ying Wei Da 、Epic、Unity、 tesla 、 tencent 、 Bytes to beat 、 MIHA Tour 、Facebook、 Apple 、 Microsoft 、 Amazon 、 Google 、 Alibaba 、Roblox、 Baidu 、 Xiaomi and other companies .

Yuan universe's investment risk

First , The development of yuancosmos depends on the attitude of supervision . When it comes to the regulation of the meta universe ,Facebook front CEO Eric · Said Schmidt :“ We need to understand the regulation of the metauniverse , But now I don't think we know how to regulate this field , I don't think today's regulators have the right statement , Not even how to discuss the problem .”

secondly , Limited by the current underlying infrastructure problems and technical security defects of the blockchain , Under the current conditions, it is really difficult for the meta universe project to have a large space .


from FaceBook To Meta: It's not just Facebook Name change , More right 20-30 The vision of digital survival after . Although the metauniverse is currently in the stage of conceptual hype , But there is a trend of future certainty , Cross industry technology integration , Plus DeFi、NFT、GameFi Ecological development can be realized .

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