The “balance” will be exhausted in 2021, and it will come in 2022.
The author pays more attention to new things and likes to try to experience new species and new fields. When the metauniverse was not very hot at the beginning, the author quickly learned relevant knowledge and observed the collision of different views. It was not until last week that I wrote the relevant articles on the metauniverse for the first time. The article mentioned: Based on our cognition of the Internet, our understanding of wearable devices and the promotion of technology development by software, we pay more attention to the products and technologies with practical applications, pay attention to the capital attraction brought by new concepts, and take the expected listed companies as the hot carrier of the meta universe, so as to make the investment invincible. Report your attitude and suggestions to readers.
It is worth noting that on the evening of December 23, the Central Commission for Discipline Inspection published an article on the website of the Central Commission for Discipline Inspection, Yuan universe: the development goal of the next generation Internet. Yuan universe how to rewrite human social life. The article pointed out that if we rationally look at the new round of technological revolution and its impact on society brought by Yuan universe, we should not underestimate the opportunities of 5-10 years, nor overestimate the evolution and changes of 1-2 years. At present, some companies hype the concept of meta universe, which is quite different from the real meta universe, and need to eliminate the false and preserve the true and make careful judgment. In the view of the industry, in a long period of time, metauniverse will become the goal of the development of the next generation Internet, which depends on the core technology breakthrough, technology evolution and change at the bottom technology and computing power level.
Another thing also makes the author very excited. The economic work conference of the Shanghai municipal Party committee was held on December 21. Li Qiang, Secretary of the Shanghai municipal Party committee, pointed out that we should accelerate the cultivation, growth and development of new kinetic energy, strive to strengthen the layout of “new track” and strengthen terminal drive. Strengthen the forward-looking research and judgment of new technologies, new business forms and new models, let scientists judge the technology prospect, let enterprises find the market demand and let the market verify the track value. Actively seize the digital economy track and comprehensively promote the digital transformation of cities. Pay close attention to the deployment of green and low-carbon tracks and arrange targeted breakthroughs in characteristic parks. Guide enterprises to step up research on the important platform for the interaction between the virtual world and the real society in the future, and timely layout and cut in. Attach great importance to the leading power of technology iteration, industry standard definition and value pattern distribution of terminal products, accelerate the development of new terminal products directly for individual consumers and household names, strengthen the research and development of new energy intelligent networked vehicles, and strengthen the cultivation and layout of intelligent services Siasun Robot&Automation Co.Ltd(300024) , intelligent Wearable devices, smart homes and other fields.
The economic work meeting of the Shanghai municipal Party committee did not mention the meta universe, but the content of the leaders’ speech was almost consistent with the meta universe mentioned by the current public opinion, indicating that Shanghai was also quite leading in forward-looking research and judgment, and put forward three principles in place: let scientists judge the technical prospect, let enterprises discover the market demand, and let the market verify the value of the track.
First of all, the author is happy to see the above contents. The leadership Department accurately sees that new things will have a great impact on the future of mankind. The article on the website of the Central Commission for Discipline Inspection mentioned that there is no single technology called “meta universe” in the world. Meta universe is the combination and upgrading of various existing technologies, which can be understood as “3D version of the Internet”. In the eyes of a thousand people, there is a thousand yuan universe. I very much agree with this view, and my article last week is the same view. The author believes that the meta universe is a virtual space based on digital technology. It is a virtual world parallel to real life but interacting with each other, and finally establishes its own complete economic and social system. We can give up different definitions in concept and grasp the practical application in the short and medium term. At present, the largest application space is the game sector. In the medium term, investment opportunities will extend to the technological progress of hardware manufacturers, such as the application of VR and sensing equipment. VR at this stage is mainly visual experience, which may be extended to touch, smell, etc. in the future. The future focus must be on software development. China’s Internet has developed for nearly 30 years and is a very mature industry. Compared with traditional industries, the boundary of the Internet is very wide. The development of the industry depends on technological progress and user growth. It is not a linear business, but a divergent business.
The economic work conference of Shanghai municipal Party committee has been guiding enterprises to step up the research on the important platform for the interaction between the future virtual world and the real society, and timely layout and cut in to release a clear signal.
Another thing worth recording and sharing is Huawei’s new winter product launch on December 23. Huawei announced the official launch of AITO’s first model, AITO q-m5, which is positioned as a medium and high-end, and belongs to an intelligent luxury electric drive SUV (medium). It is built by major teams such as Huawei’s consumer business, including system software, industrial design, engineering technology, Hongmeng ecology, etc., with very high autonomy. The author’s previous “three modernizations” of new energy vehicles are becoming more and more realistic: intellectualization, electrification and networking; It is also the embodiment of the three principles put forward at the economic work conference of the Shanghai municipal Party committee, that is, let scientists judge the technology prospect, let enterprises find the market demand, and let the market verify the value of the track. As a long-term observer of the capital market, the author believes that the investment practice of metauniverse can use these three principles, and the practice of new energy vehicles also proves the correctness of these three principles.
This year, the automobile industry has shown a good momentum of rapid growth. In particular, smart cars have become a hot spot in the industry and will change the industry pattern in the next few years. The author believes that this is a certain track that can last for several years. Scientists have confirmed that enterprises also actively participate. The rest is to let the market prove the value of the track.
The annual conference of the game industry was officially held this week. According to the report on China’s game industry in 2021 issued by the game Working Committee of China Digital Association and China Game Industry Research Institute, under the background of high epidemic base and tightened supervision in 2020, the scale of China’s game market will reach 296.513 billion yuan in 2021, with a year-on-year increase of 6.4%; Mobile game revenue reached 225.538 billion yuan, a year-on-year increase of 7.57%; The overseas market revenue of games was US $18.013 billion, a year-on-year increase of 16.59%. The overall game market scale is still stable.
The author believes that the current key game companies are still in the period of valuation and profit restoration. In terms of the theme of meta universe, they still pay attention to the enterprises with products and performance expectations. When bidding farewell to 2021, we still focus on the opportunities brought by technological progress, because the future bull stocks must have the gene of technological progress. No matter how the stock market develops and how the stock goes bull, the development of enterprises is the most basic core. Further in-depth research shows that the trend that can really become strong and the most core value is scientific and technological progress. Looking for bull stocks must look for the connotation of science and technology and technological progress. This is an excellent track.
(Financial Investment Report)
