Huatai Securities released a research report saying that with the gradual clarification of regulatory ideas, the impact of the epidemic is expected to continue to mitigate, and new technology and hardware iterations, the media industry is expected to usher in structured configuration opportunities in 2022, following two lines of thought:
1. Grasp industry leaders with relatively high levels of prosperity and companies with core competitive advantage barriers, covering gaming/short and long videos/industrial internet/building advertising;
2. Actively embrace the big wave of industrial trends under the iteration of technology and technology, and explore investment opportunities related to the metaverse, including VR/AR.
As giants enter the market one after another and hardware continues to spread, Huatai Securities believes that the metaverse will be one of the main investment lines in 2022.