In recent industrial exchanges, we found that the concept of meta universe has been preliminarily popularized, and more enterprises are thinking: how can we rely on our own resources to participate in this new change? How to arrange between the virtual and the real? In this paper, we propose the "Jiugong grid" framework to explore how to land in the meta universe.
Breakthrough -- expectations of big companies after entering the game. Last year, Facebook announced that it would officially transform into metauniverse and change its name to meta. Then, Microsoft bought blizzard, a game giant, for $68.7 billion to lay out the meta universe. NVIDIA not only provides developers with the software to draw the virtual world, but also provides the computing power needed to build the virtual world. It officially launched Omniverse, a tool for building a three-dimensional virtual world. VR, games and graphics processing are all elements of the metauniverse. Recently, musk offered us $43 billion to acquire twitter, which is expected to collide with more sparks. Breakthroughs and subversions are worth looking forward to.
Continuous innovation - NFT and Dao rise one after another. Over the past year, the blockchain industry has made continuous innovation and gradually improved the infrastructure of the protocol layer: defi, which has built a meta universe financial system; NFT, not only as a medium representing the identity of the future meta universe, but also combined with defi to make the financial system closer to the real world; The mode of gamefi and playtoearn blurs the boundary between entertainment and work, and the new occupation is closer to the meta universe; Dao, decentralized governance model changes the traditional governance model, increases the proportion of smart contracts, and is more suitable for organizational governance in the virtual world.
We divide the meta universe into two dimensions: hard and soft. The hardware dimension can be divided into three infrastructures: computing power, communication / storage and optical display. The three levels of software dimension: data, algorithm and incentive are interpreted layer by layer, which constitutes the nine house framework of the meta universe. They are: big data, aigc, digital asset pow, 5g, privacy computing, distributed storage, arvr, digital Twin / 3D display and virtual human / NFT.
Computing power is power, which collides with the three levels of data, algorithm and incentive. Big data: the essence of the meta universe is the continuous generation of data and the transformation of processing paradigm. How to make full use of Beijing Vastdata Technology Co.Ltd(603138) value depends on big data technology. Aigc: stepping into Web3 0. The demand for content consumption is growing rapidly. UGC PGC will be difficult to match the expansion of demand. Aigc will be an autonomous meta universe content generation solution. Digital asset POW: the carrier of the meta universe value.
The evolution of communication / storage technology will consolidate the foundation of meta cosmic network. Here, we combine the three levels of data, algorithm and incentive with communication and storage, which are 5g: the software and hardware of the meta universe and the underlying facilities of applications. Privacy Computing: available invisible, meta cosmic data flow scheme. Distributed storage: a way to store the value of the meta universe.
The display and presentation of content is very important. Optical display is the core to help users get an immersive experience. The maturity of software and hardware technology related to content presentation has opened the door to the meta universe. AR / VR: the interactive medium of the meta universe. Cloud AR / VR is becoming a trend. Digital twinning: mutual mapping between virtual and reality, meta universe interaction scheme. Virtual human / NFT: virtual human can not only bring rich content and immersive experience to the meta universe, but also become a way of identity authentication and right confirmation in the meta universe as an NFT.
Investment suggestion: pay attention to the "Jiugongge" subdivision track of yuancosmos. Yuancosmos not only needs grand narration, but also needs to polish various underlying technologies, and pay attention to the launch of relevant new products of Chinese and foreign giants. US stock targets: Microsoft, roblox, NVIDIA, meta, snap, unity, etc; Subject matter of a shares: Visual China Group Co.Ltd(000681) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Meisheng Cultural & Creative Corp.Ltd(002699) , Trs Information Technology Co.Ltd(300229) , Three'S Company Media Group Co.Ltd(605168) , etc.
Risk warning: policy supervision risk; Infrastructure development is less than expected.
