The concept of metacosmity continues to explode, individual stocks soar, how to view its investment opportunities?

Recently, the meta-universe plate has continued to strengthen, the news surface, Facebook previously announced that it will fully turn to the meta-universe strategy, the news boosted the trend of the plate and individual stocks, the world show three days in a row, China Qingbao rose more than 15% this morning after the 20cm limit on Friday. The concept of metacosmity continues to explode, individual stocks soar, how to view its investment opportunities? Mo Yanjun invited Moore Big V to analyze in depth.

01

@Yuetong Yu

It is recommended to strengthen the configuration of the game section

The reason why the concept of the metacosm is hot is mainly due to the formation of a virtual economic system. First, in terms of technology, blockchain can realize the virtual world and the real world one by one. Second, people are gradually forming a consensus on the value of the virtual economy. The more enterprises that inject the real economy into the virtual economy, the greater the value of the metacosm. This is a bit like Bitcoin, the more people who believe it, the higher its value. Essentially, the metaverse is still a game of drumming, but the battlefield has become bigger. In addition, with the paving of Bitcoin, the development path of the metacosmity also has a foreseeable future. The key to the formation of the metacosm is the economic system, and its economic system is based on people's consensus on the value of virtual currencies. If the virtual currency collapses one day, the virtual "civilization" envisaged by the metacosm will also become the flower in the mirror of the moon in the water. From the perspective of A-share investment, the most direct impact may lie in the game sector. As it is still in the stage of valuation bottom repair brought about by the expected heating of version issuance and the marginal improvement of performance brought about by the launch of new games, the development of related fields in the meta-universe may become an important catalyst for increasing valuation in 2022, and it is recommended that the allocation of the game sector can be enhanced.

02

@Yuan Qingshan people

Further fermentation is expected

Market sentiment has been suppressed for nearly a month and has recently shown signs of improvement. The metacosm took the lead last week, and there have been three plate height targets in the plate, which provides some support for the subject. As emotions warm further, the metacosm is expected to ferment further.

03

@Kezhong

Low suction is the mainstay, do not chase high

The entire direction of the meta-universe is still temporarily speculative, but the imagination of this direction is indeed very large, and it is estimated that the future will be repeatedly hyped in half a year, and it is possible to consider the low suction of short-term fast-forward and fast-out, do not chase high.

04

@Moda

Just hype the concept

Zuckerberg is a troublesome guy, and renaming Facebook to Meta has the meaning of rubbing hot spots, which also fully exposes Facebook's intention to seek a breakthrough in new concepts in a state of stagnant revenue. This kind of artificial intelligence-based network technology may cause subversive changes in social ethics. This is not compatible with the society of our country. I don't think it's the mainstream direction of the future of the internet. But I admit that if it succeeds, it will really attract the attention of a new generation of teenagers in society and profit from it. The one-word difference between Meta and Mara may also imply The future end of Facebook. To be honest, I'm not bullish on this concept and won't get involved in the hype. The sharp rise in the "meta-concept" stocks in the domestic A-share market is actually only the middle of the market adjustment period, and it is necessary to have a new concept to maintain the popularity of the bulls. This kind of thing is still illusory, and it cannot be called by the value of investment at all. It's in the Gartner new technology investment curve, just the hype of the early days of the concept explosion. Investment hype is hype, talk about investment opportunities? It's kind of ridiculous.

05

@Jia Yuzhen

Raise awareness of the risks of hype concepts

The conceptual theme of the metaverse has reached a climax. The real realization of the metacosm is a long process, just like science and technology, new energy. Earlier, electric power has been the concept of advance, but it has taken a hundred years, and electric power is still being perfected. At present, the metacosm is purely the theme of hype, and carbon neutrality, we must improve the awareness of risk at the moment, rather than in the case of a weak market, to chase the rise of individual themes, so it is very easy to suffer big losses!