What are the digital economy meta-universe stocks for 2023
The meta-universe is known as the Internet of the future, or the third generation of the Internet. As we know, the first generation of the Internet is the PC era, while the second generation is the mobile Internet, and the third generation of the Internet, is a collection of these things with big data, the Internet of Things, cloud computing, artificial intelligence, virtual and augmented reality, blockchain and other things at the core of the content of the Internet, what are the digital economy meta-universe stocks in 2023.
Future development trend of the meta-universe
With the development of the meta-universe, digital avatars have become a hot spot. For example, digital people are gradually popularized in the field of media production, while media AI technology will further reduce the threshold of digital people creation and application. The meta-universe may become the next wind mouth of communication applications.
The future meta-universe will become an important pillar for the development of digital economy in various countries and cities. Accelerate the development of meta-universe, accelerate the independent innovation of core technology, now each city is actively laying out the meta-universe, meta-universe change will also bring new challenges to many industries.
AI and XR will be the core elements of the meta-universe that will drive the transformation
PwC is looking forward to the development of the VR (virtual reality) sector. Currently, PwC is now using it for onboarding, training, workplace collaboration, customer experience and more. However, there are many ways to enter the meta-universe beyond VR, such as from AR (augmented reality) devices to laptops and smartphones.
Meanwhile, PwC believes that AI (Artificial Intelligence) will be the foundational, but still transformative, technology. ai can be trained from vast amounts of data and simulations, such as how a digital body transacts, entertains or works, and interacts with a brand, etc., and ai can even allow those with no tech experience to create immersive experiences virtual worlds.
Just as users don't need to be programmers to design web pages, they don't need to be specialized technicians to create metaverse spaces, and AI could go even further in the future by empowering the "digital human (12.490,-0.31,-2.42%)" industry, and even by allowing The "digital person" to realize the interactive experience similar to the real person.
It's undeniable that AI is also creating new problems as it develops, including potential bias, deep fakery and misuse of the experience. They will raise new compliance challenges, and as a strategy to deal with them, the relevant authorities will also appear to introduce new regulations for AI.
The way forward for AI in the age of the meta-universe lies in the development of safer and more compliant technologies, where AI will do things according to set rules, and become a benign lever between escalating data strategy and governance more generally. After all, most companies are not only unprepared to use AI to take full advantage of the meta-universe's data opportunities, they also don't fully realize the potential value they can find in their existing data.
China Unicom: unveils meta-universe strategy
A few days ago, at the 2023 China Unicom Partner Conference China Unicom unveiled its meta-universe strategy, set up the Meta-universe Innovation Industry Alliance, and released the Meta-universe Science and Technology Innovation and Industrial Application White Paper.
It is understood that China Unicom's meta-universe strategy mainly covers three levels: strong base, big platform, and gathering ecology. Strong foundation and solid foundation, hammering seven engines to build a meta-universe base, build a good digital information infrastructure operation national team. Keeping the right and innovation, building the platform of the meta-universe, driving the development of the industry, and doing a good job as the main force in the construction of the network power, digital China, and the intelligent society. Integration and openness, convergence of industrial alliances, to create a new industrial ecosystem, as a good digital technology integration and innovation of the vanguard.
China Unicom said that in the future, it will rely on the computing network to build the network, arithmetic, AI, data, digital identity, 3D, XR seven engine base, to build an integrated platform from the base to the application, to fully realize the deep coupling of the cloud network capacity, platform capacity, X application capacity, to drive the overall development of the industry.
At the same time, it will also provide five major open capabilities based on platform capabilities and industry alliances, namely, Smart Computing Center, Smart OS, Smart Image, Smart Creation, and Content Crowdsourcing, which will help the meta-universe industry to develop rapidly. Based on the platform and engine technology capabilities, it will launch full-scene meta-universe products and services of full-fidelity 3D, digital split, XR interaction, and digital space.
In addition, at the application level, China Unicom focuses on scenario-based landing, and focuses on creating a series of meta-universe product applications and solutions: in the field of communication meta-universe, meta-universe call, meta-universe meeting, digital person customer service, digital person secretary and other applications were launched; in the field of Internet meta-universe, intelligent Internet, 3D Internet, virtual space, IPstore and other applications were launched; in the field of digital culture meta-universe field, it has launched scenario-based solutions for cultural tourism, culture and sports, culture and education, culture and blogging, and cultural creation; in the industry meta-universe field, it has launched solutions for government affairs, party building, and military affairs.
China Mobile: led the establishment of the meta-universe alliance
In the past 2023 China Mobile Global Partner Conference, China Mobile Chairman Yang Jie mentioned the meta-universe many times, and he said that China Mobile will make big cloud XR, financial technology, big data, security and other products, and explore the innovation of the virtual number of intelligent people, immersive entertainment and other meta-universe applications. It will take the lead in building the Arithmetic Terminal Industry Alliance and Meta-Universe Alliance to enrich the Arithmetic Terminal and Meta-Universe applications.
Previously, Dong Xin, executive director and CEO of China Mobile, revealed that China Mobile has laid out the core areas and key links of the meta-universe in advance, and positioned itself in the new industrial layers and key hubs. "In terms of the arithmetic layer, the arithmetic network constructed by China Mobile will become an important cornerstone for the construction of the meta-universe, supporting massive access, realistic modeling and interaction, and large-scale virtual content creation and experience. As for the capability layer, China Mobile has actively laid out artificial intelligence, blockchain, intelligent interaction and other technology fields, increased the independent construction of core capabilities, embraced industrial chain partners, and cultivated high-quality capability services. As for the application layer, China Mobile focuses on the direction of Migu video, video color bell, cloud game, cloud VR, cloud AR, etc., and accelerates the layout of meta-universe content and application areas."
In terms of landing, the 2023 Qatar World Cup, which ended soon, China Mobile, as the rights-holding broadcaster, launched the meta-universe products Star Plaza and Constellation-M around the World Cup IP, and applied leading technologies such as Digital Intelligence Man, XR Studio, 3D Viewing, VR Viewing, Cloud Game, AVS3 Ultra HD codecs and other technologies to the World Cup viewing interactions.
China Telecom: building digital people
China Telecom early announced the meta-universe strategic layout, if the meta-universe of new infrastructure builders as the positioning, to build the meta-universe of platforms and content ecology. Specifically by its listed company new state pulse manipulation. It is reported that the new national pulse relying on China Telecom cloud to digital turn strategy, around the product development, content convergence, application innovation, increase 5G business and terminal innovation, promote Tianyi ultra-high-definition, cloud AR, cloud games and other ecological cooperation, help meta-universe scene fast landing.
In June 2023, the "Meta-universe Industrial Competence Base" led by China Telecom Guangdong Branch held an awarding ceremony in Guangzhou, marking the official completion of the first operator-led meta-universe industrial competence base in China.
With the rapid development of 5G, artificial intelligence, virtual reality and other digital technologies, virtual digital people will be more and more active in the public's field of vision, releasing more diversified market value and broadening the new track of digital economic development. Just concluded the 2023 Tianyi digital technology ecological conference, China Telecom to create the first virtual digital host Xiaoyi wonderful appearance and participate in the conference host. The birth of Xiaoyi behind the 3D modeling, hair production, bone binding, fabric solving, dynamics computing and other multiple technology fusion and birth.
As an important part of the meta-universe industry chain, the emerging business of assisting government and enterprises to develop the meta-universe will also become more and more popular. For example, Tao Ding provides one-stop services such as meta-universe, digital people, NFT and other net computing data platform for government enterprises. Relying on the blockchain underlying application development experience, a strong technical team and a strong capital background, it aims to provide complete blockchain application and featured product digitization solutions for the B-side, and help IP-side brands enter the meta-universe.
Technology stocks collectively soared
Today's technology stocks, represented by the digital economy, collectively soared, and the market's earning benefits exploded. From the industry performance point of view, mainly media, computers, communications and electronics (semiconductor) TMT industry; from the conceptual point of view, ChatGPT, AIGC, meta-universe, Xinchuang, east counting and western counting, information security, artificial intelligence, cloud games and other pan-digital economy field performance is the most bright.
The collective surge in the digital economy is mainly stimulated by the constant good news. Previously, the author of the review article on March 1, 23 made it clear that 2023 is the most certain main line, there is no one.
For the digital economy as why it can become the most certain main line of the market, there are three major momentum to support the market digital economy.
First of all, from the internal dynamic point of view: according to the China Academy of Information and Communication Research data show that from 16 years to 2023, the scale of China's digital economy grew from 22.6 trillion yuan to more than 45.5 trillion yuan, accounting for the proportion of GDP reached 39.8%. It is expected that by 2025, the scale of China's digital economy will exceed 60 trillion yuan. By 2032, it will exceed 100 trillion yuan. In the context of the gradual fall of the real estate era, the supporting role of the digital economy in the national economy is more obvious.
Secondly, the policy momentum to promote: February 27, digital China top planning landing, digital economic development rose to the national strategy; March 7 in the heavy meeting put forward the formation of national data, responsible for coordinating and promoting the construction of the data base system, coordinating the integration of data resources **** enjoyment and development and utilization, and coordinating and promoting the digital China, the digital economy, the digital society planning and construction, and so on. From the policy and institutional level to implement the development of the digital economy.
The third is the external kinetic energy: the ChatGPT application of OpenAI is rapidly bursting into flames, and as of March 8, the daily active users exceeded 100 million, and the domestic companies also have layout. This is one of the emerging products representative of the 5G era as well as the era of the digital economy, is following the Internet of Things, the Internet of cars, the industrial Internet and other large particles of application scenarios subsequent to the explosion of another scenario, will bring the development of artificial intelligence, but also to pull the investment in infrastructure construction in the digital era.
The current digital economy is, frankly speaking, the artificial intelligence, industrial Internet, Internet of cars, Internet of things, meta-universe and other such application scenarios require massive data processing arithmetic construction of perfect, and arithmetic will need computer software, communications, semiconductor chips and other basic hardware and software to help.
So, the current market capital favor is to computer, communications, semiconductor, media and other TMT industry to build the development of the digital economy infrastructure and application scenarios to improve.
Then what is the meta-universe?
The bottom layer of the meta-universe consists of infrastructure and terminal hardware equipment, which involves the support of many cutting-edge technologies such as artificial intelligence, big data, cloud computing, blockchain, virtual reality, augmented reality and so on.
The biggest difference between meta-universe and traditional internet is the establishment of mutual trust mechanism, which leads to the fact that everyone can work, live and make money in the strange network world, expanding and connecting everyone's credibility. Your virtual asset inside the metaverse is just as valuable when you bring it to my world, and it won't be changed by me because there are millions of computers deciding together that it's trustworthy.
So what are the current meta-universe concept leading stocks, meta-universe concept leading stocks ranked top 10 list? Next let's take a look at the meta-universe leading stocks of leading companies in detail:
Meta-universe concept leading stocks ranked top 10 list (the following rankings are not in any particular order)
01, Misheng culture (stock code: 002699)
Misheng Culture and Creativity Co., Ltd. is an eco-friendly cultural enterprise, was founded in June 02, and in 12 years Ltd. is an ecological cultural enterprise, founded in June 02, and listed on the Shenzhen Stock Exchange in September 12, mainly involved in IP derivatives design, R&D and production, animation, publicity, games, film and television and other fields. Headquartered in Hangzhou, Zhejiang Province, the company has more than 30 subsidiary companies in Europe, the United States, Hong Kong, Beijing, Shanghai, Shenzhen and other places, with more than 3,000 employees.
Mason Culture is committed to becoming a globally recognized cultural and creative company. In recent years, the company has been focusing on the development of cultural industry, taking IP derivatives as the support, expanding to other business segments of cultural industry and perfecting the layout of industrial chain. At present, the company has formed a cultural ecosystem of "own IP + content production + content distribution and operation + new media operation + derivatives development and design + online and offline retail channels".
October 21 disclosed that the company in 15, 16 years began to layout AR / VR industry, yuan universe (Shenzhen) Industrial Group Co.
02, Fengshang culture (stock code: 300860)
Beijing Fengshang Century Culture Media Co., Ltd (Fengshang culture, stock code: 300860), was established on July 30, 02, by Mr. Sha Xiaolan as chairman and chief designer. As an innovative cultural and technological performing arts industry cluster, Fengshang Culture always adheres to the corporate philosophy of "creativity, presenting the beauty of China", and tells the story of China with all its heart.
The main business covers large-scale cultural performing arts activities, cultural tourism performing arts, landscape art lighting and performing arts in three major areas, to realize the whole chain from project investment, planning, design, production to operation of the business model.
21 November disclosure, the company has laid out the augmented reality, the point of the proposed reality content production technology, complete digital content and scene construction; has a full range of performing arts production genes, in the "meta-universe" to build the stage, such as virtual scenes have a first mover advantage
03, Huali Science and Technology (Stock Code: 301011)
Huali Science and Technology (Stock Code: 301011)
Huali Science and Technology has a set of design, design, and manufacturing of cultural tourism, performing arts, lighting and operation of the whole chain of business model. p>HUALI TECHNOLOGY integrates design, research and development, manufacturing, distribution, operation and service, and is one of the largest comprehensive service providers of commercial amusement ride distribution and operation in China, and a high-tech enterprise. The company's products cover more than 10,000 high-level amusement parks in China and around the world, and it is committed to providing diversified offline amusement experiences and one-stop solutions for indoor amusement parks.
Huali Technology has always been adhering to the R & D guide, and constantly promote the integration of cultural creativity and technological innovation, through the use of AI, VR, AR, 5G, big data and other latest technologies, to build a set of planning and design, content production, hardware and software development, such as a complete design and development system, with more than one hundred copyrights, patents, every year, there are new products to win the industry's highest representative awards, and to ensure that the high-quality, The company has a complete design and development system with more than 100 copyrights and patents, and every year its new products win the industry's highest awards.
October 21 disclosed that the company continues to pay attention to and actively explore the concept and mode of "meta-universe", the company has a number of VR.AR works, providing consumers with immersive amusement experience, the company will dig deep into the market demand, and continue to explore more extended function of the VR works.
04, Aoya Design (stock code: 300949)
Shenzhen Aoya Design Co., Ltd. (stock abbreviation: Aoya Design, stock code: 300949) was founded in Shekou, Shenzhen, the frontiers of reform and opening up in 01 years, the company's predecessor was established in 1999 in Hong Kong, Aoya (Hong Kong) landscape architects, listed on the Shenzhen Stock Exchange in 21 years.
At present, with Shenzhen as the headquarter, there are 21 molecular companies in Hong Kong, Shanghai, Beijing, Xi'an, Qingdao, Chengdu, Changsha, Zhengzhou, Wuhan, Guangzhou, Chongqing, Hangzhou, Tianjin, Dongguan, Jinan, Haikou, Suzhou, Shenyang, with an internationalized team of professionals consisting of more than 1500 industry elites. It owns a number of professional sub-brands, such as LaV-onderland and Floral Fairyland, and has completed nearly 4,000 projects in 31 provinces, cities and autonomous regions across China.
21 November disclosure, the company's equity investment in bloom culture and innovation for many years immersed in specializing in digital visual interactive art; bloom science and technology is actively building the project as a "bloom digital art museum - meta-universe space", the project is positioned as a world-class cutting-edge digital art card mecca and the meta-universe space; bloom science and technology will be responsible for the entire value of the factory space to create, and provide it with global quality digital art museums and digital art museums. The project is positioned as a world-class, cutting-edge digital art punch card mecca and meta-universe space; Bloom Technology will be responsible for creating the entire value factory space and providing global high-quality digital interactive experience and content creative services as its operator to create the overall space
05, Tian Shen Entertainment (stock code: 002354)
Dalian Tian Shen Entertainment Company Limited was formerly known as Beijing Tian Shen Interactive Technology Company Limited. Tian Shen Interactive was founded in March 10, and in July 14 was approved by the Securities and Futures Commission for listing. Stock code 002354, stock abbreviation Tian Shen Entertainment.
The company always adheres to the user as the core, and constantly innovates and develops. On the one hand, it continues to give full play to and optimize the advantages of research and development, distribution and operation in the field of webpage online games and mobile online games; in terms of product research and development, it has produced a number of popular webpage online game products such as Aojian, Flying Ascension, Cangdao Chang, Dream Q Xian and other representative mobile online game products such as All Destroyers and Cangdao Chang, which are well received by players;
The company has always insisted on user-oriented, innovative and development.
06, Tom Cat (stock code: 300459)
Zhejiang Jinko Tom Cat Culture Industry Co., Ltd. was founded in June 07 and listed on the GEM Board of the Shenzhen Stock Exchange in May 15, with the stock code of 300459, which is an all-inclusive company centered on the "talking Tom Cat family". The company is an all-round IP operator with "Talking Tomcat Family" as its core, and is an Internet ecological enterprise with the synergistic development of online and offline, entertainment and education, derivatives and authorization, and parks and specialty stores.
The company owns a number of mobile Internet high-tech enterprises, including four national high-tech enterprises and Outfit7, a globally renowned Internet high-tech enterprise, which is the creator of the globally renowned IP "Talking Tom Cat Family", the creator of the world's most popular TV series, and the creator of the world's most popular TV series, "Talking Tom Cat Family". Outfit7 is the creator of the world famous IP "Talking Tom Cat Family", a global developer of advertisement distribution and Internet early childhood education applications, a Top3 global super developer of Google, and an important strategic partner of Facebook, Apple, Unity and other international companies.
It integrates big data advertising distribution and Internet family entertainment and education, and its business covers most countries and regions around the world, such as the European Union, the United States, China, Russia, Brazil and India. Its APP products have been downloaded more than 15 billion times globally, with more than 410 million monthly active users; and its "Talking Tom Cat Family" series of animated cartoons have been viewed more than 72 billion times on video websites around the world.
September 21 disclosed that the company has a meta-universe product development of the user base; firmly optimistic about the direction of the development of the meta-universe, has set up a meta-universe direction of the special working group, coordination of domestic and foreign R & D team, the concept of a specific category of products for the development of the development and project work.
Disclosed in September, the company's casual game platform launched the "backwave" developer support program, to provide support for developers, to help developers play to create the conditions to help developers in the meta-universe and other areas to gradually realize breakthroughs