业内人士:元宇宙概念尚不分明,仍需理性务实投入基建】多数业内人士指出,元宇宙的产业链非常长,是一个极其复杂的产业结构。这一方面表明能够参与其中的绝非仅有游戏等浅层行业,目前资本市场的认知与这个事实存在偏离;另一方面也表明元宇宙的完善需要众多技术环节的长期建设,尤其需要参与主体理性而务实地投入到基础设施的建设中去。倘若基础设施、市场培育、软硬件发展、内容建设等环节“爽约”,就不得不警惕未来一到两年内“元宇宙”泡沫破灭的可能。(证券时报)
Industry: The concept of the meta-cosmos is not clear, and most of the industry that still needs rational and pragmatic input into the infrastructure points out that the universe’s industrial chain is very long and is an extremely complex industrial structure. This shows that not only the shallow industries such as the Strung game are involved , but that the current understanding of capital markets deviates from this fact; on the other hand, it also shows that the refinement of the meta-coast requires the long-term construction of many of the `strang' technical links , especially the rational and pragmatic investment in infrastructure.
投资机构:去伪存真把握“元宇宙”机会】11月3日,元宇宙板块站上市场“C位”。超高的市场关注度背后,引发机构一片热议:元宇宙能否成为中长期热门赛道?有机构认为,元宇宙是人类未来的数字化生存,将对经济社会产生深远影响,带来极大的产业终极机遇。不过,短期内相关概念股大涨,更多是市场情绪推动。(中国证券报)
Investment agencies: On November 3rd, to fake the chance of a “mass universe”, the meta-cosmos block went to the market. Behind the super-high market attention, there was an intense debate about whether the meta-cosmos could become a medium- to long-term popular track. Some argued that the meta-cosmos was the digital survival of the future of mankind, with profound implications for the economy and society, and would offer great industrial opportunities.
, 特别中青宝,高位长上影,空间基本到位了,底部起来也差不多4倍了。 Especially 日内龙头佳创视讯和易尚展示炒作的虚拟现实VR分支 官媒批评游戏是浅层行业,更强调了技术环节的重要性,当然元宇宙现在说清楚的人不是很多,非常抽象,是未来5-10年炒作方向。 The official-level criticism of the game is a shallow industry that emphasizes the importance of the technical link. Of course, there are not many people in the universe who speak clearly now, very abstractly and in the direction of the next 5 to 10 years. 先看一图 Let's look at one first. 技术支柱分层,这样容易理解,就是全息技术+虚拟现实增强现实 The technology pillar is layered so that it can be understood that holographic technology plus virtual reality enhances reality. 进一步说,元界所需要的基本功涵盖了很多方面。网络和计算技术可以随时随地解决低延迟问题交互技术(VR/AR/MR/XR)和物联网技术是沉浸式视频游戏技术(游戏引擎、游戏代码、多媒体资源)、人工智能技术解决朋友、多样性和文明的问题,区块链技术可以解决身份和经济的问题。它们一起形成了一个完整的元宇宙解决方案。 Further, the basic functions required by the meta-cities cover a number of areas. Networks and computing technologies can address low-delay interactive technologies (VR/AR/MR/XR) and object networking technologies at any time and place, which are immersed video game technologies (game engines, game codes, multimedia resources), artificial intelligence technologies that solve friends, diversity, and civilization, and block-chain technologies that solve identity and economic problems. Together, they form a complete meta-cosm solution. 那么现在炒作VR虚拟现实确实是正确方向,这是回归技术面炒作。那么AR呢,AR也是元宇宙的物理入口,作为增强现实AR的高新兴,明显被低估了,市场人士很多模糊的认为虚拟现实和增强现实一样,其实不然,高新兴的官方微信公众号已经连续三天谈元宇宙,越来越露骨了 So it's true that the VR virtual reality is now in the right direction. It's back to the technology. So AR, too, is the physical portal to the metacosm, as a means to enhance the reality, 公司通过AR,人工智能,5g“加码”元宇宙! The company passes through AR, AI, 5g "plus" dollar cosmos!
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