Core view
Media is the most classic industry attribute of “supply determines demand”. For pet view, each round of technology drive will bring new supply (new product form, new content presentation, new content characteristics); From this point of view, whether the four-year clearance from 2018 to 2021 is an inevitable experience for extreme Thailand.
The clearance is completely over, Zha? Regardless of the state-owned fine-grained industries such as Xingdian, publishing and paper media, the collaborators of drama, Film & Cinema and platform economy have experienced the decline of dividends and tightening of policies in the era of mobile Internet; If there is no new technology trigger, clearing is a “long tail”. For example, in the current era of new hardware, the landline is still in use.
As a new computing platform, metauniverse will bring powerful technology trigger elements. On the computing platform of yuancosmos, the future content is unimaginable, but it is expected to have (or even at the same time) four elements: immersive, interactive, new sensory experience and economic system. At present, VR games and chain games are only one of the contents in the very primary stage.
Yuancosmos is in China. The most deterministic thing in 2022 is the virtual digital human NFT, which is located in the two plates of “content, scene and collaborator” that China is good at. In the era of mobile Internet, content is divided into content works and discovery contents from the perspective of discovery. Virtual digital people serve two content works and also serve two discovery contents; NFT is a mechanism for revaluation of digital assets.
Risk warning: Overseas epidemic control is less than expected; Sino US trade friction; Risk of tightening antitrust supervision; The tightening of liquidity environment exceeded expectations; Competition in overseas markets has intensified.
