Investment summary:
Talk every Monday
Inspur released the industry's first meta universe server: on March 17, at the Inspur Electronic Information Industry Co.Ltd(000977) ecological Partner Conference, Inspur Electronic Information Industry Co.Ltd(000977) released the industry's first meta universe server meta engine, injecting strong impetus into the concept of meta universe again.
Guangzhou yuancosmos innovation alliance was established: on March 25, Guangzhou yuancosmos innovation alliance was established in Nansha chuangxiang Bay, jointly sponsored by chenjing technology, Netease intelligent enterprise, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) and other units.
Qualcomm set up a $100 million fund to invest in metauniverse: on March 22, Qualcomm announced the establishment of Xiaolong metauniverse fund with a total amount of up to $100 million to invest in developers and enterprises building unique immersive XR experience and related core AR and AI technologies. The fund application will be officially opened in June this year.
Brain computer interface is expected to become the entrance to the next generation of meta universe: on March 22, according to a neuroscience research displayed in the British journal Nature communication, a team of European scientists unlocked the brain signals of patients in complete locked state through the method of decoding letters from brain signals by computers, so as to realize communication. This indicates that patients with complete atresia may be expected to use brain computer interface (BCI) for language communication.
Market review:
The performance of the computer industry is relatively weak this week. The market showed structural differentiation as a whole this week, with the decline of the computer section of - 0.85%. The rise and fall range ranked 23 / 31 in the shenwanyi industry, down 10 from the ranking of the previous week.
The top ten stocks in the computer industry fell sharply. The top ten computer stocks fell sharply this week, with poor performance in both software and hardware.
The top ten gains in the computer sector mainly focus on Internet of vehicles it, smart city and financial it. The top ten stocks in the computer sector this week include Internet of vehicles it, smart city, financial it and education informatization.
Investment strategy:
Based on the above information, we believe that the targets related to the virtual real interface of the subsequent meta universe will benefit. Recommendations: Hanwei Electronics Group Corporation(300007) ( Hanwei Electronics Group Corporation(300007) ), Goertek Inc(002241) ( Luxshare Precision Industry Co.Ltd(002475) ), Silkroad Visual Technology Co.Ltd(300556) ( Silkroad Visual Technology Co.Ltd(300556) ), Thunder Software Technology Co.Ltd(300496) ( Thunder Software Technology Co.Ltd(300496) ).
Risk tip: the development and application of metacosmic technology are not as expected; Policy support was less than expected.
