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Stock prices have soared, Facebook has changed its name, Luo Zhenyu has sold classes, and is the "metacosm" a "bubble"?

The Metaverse is completely on fire!

In fact, as early as September, the metaverse concept was on fire.

This time, Mark Zuckerberg, the founder of the American social media company Facebook, even went so far as to rename the company "Meta" in order to create a metaverse, and the whole concept was on fire again.

Facebook said on the same day that the name change was to cooperate with the company's rebranding, focusing instead on building a virtual reality shared environment.

Stock prices have soared, Facebook has changed its name, Luo Zhenyu has sold classes, and is the "metacosm" a "bubble"?

The company hopes to grow its social media user base (more than 3 billion people worldwide) into an audience for new businesses, enjoying immersive digital experiences through augmented and virtual reality software-powered devices — a business where "Meta" and its competitors are already fiercely competing.

As early as May this year, Facebook said that it would transform into a meta-universe company within 5 years, and recently announced that it would recruit 10,000 engineers in Europe to develop meta-universe, although the industry has not yet clearly defined what a meta-universe is.

The English language for metaverses is Metavorse, a concept that first appeared in the 1992 science fiction novel Avalanche by American writer Neil Stephenson.

The novel depicts a virtual digital world parallel to the real world, the "Metaverse". People in the real world have a virtual doppelganger in the Metaverse, and people compete with each other to improve their status by controlling this virtual doppelganger

In fact, there is no accepted authoritative definition of the metacosm in the current scientific and technological community.

Although the probabilities are unclear and the future prospects are unclear, it does not affect some people to make profits through the concept of metacosm.

Recently, many UP owners have launched meta-universe science videos, and meta-universe-related books have also achieved good sales results on e-commerce platforms and knowledge payment platforms.

Some meta-universe paid courses have a daily income of more than 90,000 yuan, and the cumulative income of the institutions behind them has exceeded one million yuan.

Luo Yonghao said on Weibo, "Our next entrepreneurial project is a so-called meta-universe company", but before Lao Luo, Luo Zhenyu had already begun to make money with "meta-universe". On the APP founded by Luo Zhenyu, the online course "Meta-Universe 6 Lectures" is estimated to have an estimated total revenue of more than 1 million yuan.

In this regard, experts remind that the metacosm is a feast of capital, there is no profession, no expert. This is the typical way the internet has been played in the last two decades.

Needless to say, the metacosm is the hottest concept in the capital market recently.

The game company 300052 deserves it.

At the end of August, ByteDance acquired the VR (virtual reality) startup Pico, and the meta-universe concept entered the A-share vision on a large scale, and Zhongqingbao became the "most beautiful boy" in the concept sector at that time, and the stock price nearly doubled within a week.

At the end of October, social media giant Facebook announced the change of name meta, focusing on the establishment of a "meta-universe", the concept of meta-universe is active again, Zhongqingbao achieved "5 days and 3 boards", only half a month, the stock price doubled again.

On November 11, Zhongqingbao rose sharply again, climbing as high as 42.63 yuan, and as of the close, it was reported at 39.58 yuan, with a market value of more than 10 billion.

Recall that at the end of August, Zhongqingbao's stock price has not yet touched the 10 yuan mark. In more than two months, the company's stock price rose the most by more than 4 times.

Stock prices have soared, Facebook has changed its name, Luo Zhenyu has sold classes, and is the "metacosm" a "bubble"?

Games are considered to be one of the important entrances to the metaverse, and institutional sources believe that the accelerated development of the metaverse may promote the valuation of the overall game sector.

Stock prices have soared, Facebook has changed its name, Luo Zhenyu has sold classes, and is the "metacosm" a "bubble"?

Zhongqingbao's selection by the market stems from a "meta-universe" brewing game it will launch. It is worth mentioning that just when the concept of blockchain was on fire in 2018, Zhongqingbao also said that it would combine blockchain technology with traditional games, which also attracted capital pursuit.

The gravitational pull of the meta-universe this time made the stock price of Zhongqingbao soar, and it repeatedly carried out risk warnings, and received a regulatory inquiry letter on October 25, asking the company to explain the specific content of the game, the relevance to the concept of the meta-universe, the configuration of technical personnel, the mastery of core technology, research and development investment, research and development progress, product landing feasibility, expected launch time, market demand, etc., as well as the specific situation of VR/AR technology.

However, on October 27, just after the company delayed its response to the inquiry letter, Zhongqingbao issued an announcement on the reduction of senior executives, and senior management Zhang Siqun planned to reduce the company's shares by no more than 10,500 shares by means of a centralized auction.

Under the "inquiry + reduction", the stock price of Zhongqingbao has fallen briefly.

But on October 29, with Facebook changing its name to Meta, the meta-universe concept once again swept the A-shares, and Zhongqingbao once again rose and stopped 20CM for two consecutive days, and then rose all the way, and the stock price doubled again. On November 4, Zhongqingbao received another inquiry letter, but it still could not stop the follow-up stock price from rising all the way.

However, many insiders said that the game design ideas of Zhongqingbao do not conform to the core of the meta-universe, and Zhongqingbao does not have VR-related technology accumulation, and even the time of the game listing cannot be determined.

However, unlike the previous speculation of demon stocks, not only does the figure of floating funds appear behind this time, but the institutions cannot withstand the temptation to frequently enter and exit, presenting a situation of three-way scuffle between floating funds, retail investors and institutions.

Since November, institutions have been frequently in and out of Zhongqingbao. Judging from the data of Zhongqingbao's Dragon and Tiger List, the funds in and out of the floating capital seat are very fast, and they have begun to frequently reverse their hands. Although the institution is red-eyed and participates in it, it basically buys and sells, and the profit escapes. Foreign capital left early. On September 8, Zhongqingbao 20CM rose and fell, but dragon and tiger list data showed that QFII seat Shenwan Hongyuan Shanghai Huangpu District Xinchang Road seat sold for 4.26 million yuan.

The current metaverse has not really emerged disruptive products and business models, and related technologies are still in a conventional development track. The experience of VR glasses and helmets is not perfect, and the virtual world created by the game is far from being highly integrated with reality. This area is worth promising in the long run, but in the short term, we must remain rational.

In this regard, the mainstream media also voiced to wake up the public, for the concept of meta-universe, we must beware of excessive speculation, to prevent the "outlet" from becoming the "tiger's mouth" of investors and the "entrance" of scammers. Investors need to rationally bet on the concept of "metacosmity", to be able to see the potential risks behind it, may wish to let the "bullet fly a little longer", beware of the "metacosm" repeating the mistakes of the blockchain bubble.

Liu Cixin, who has created many science fiction masterpieces and is known as "China's first metaverse architect", bluntly said that the metacosm will be an inner volume of the entire human civilization, and will eventually lead mankind to death.

In "Time Migration", Liu Cixin said that people in this era are gradually turning to the invisible world, although there can be a copy of the brain in both worlds, but the life of the invisible world is like a drug, once they have experienced life there, no one can return to the tangible world.

At the Baidu AI Open Day held earlier, Ma Jie, vice president of Baidu, admitted that "there are too many cars, it is difficult to distinguish between true and false", the meta-universe is going to become a reality, and there are three major technical difficulties that need to be broken, including computing power, algorithms and high VR content production costs. He believes that the metacosm is currently in a period of excessive expectations of it, and that the tide will recede probably in the second half of next year or the year after.

When the tide recedes, who will be the final takeover party? The result, of course, is self-evident.

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