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Oculus火了!元宇宙或继续成为华尔街2022年最火爆投资主题?

Oculus is hot! Will the metaverse continue to be Wall Street's hottest investment theme in 2022?

英為財情 ·  Dec 28, 2021 18:21

Source: British financial situation

Around Christmas every year, people activate their new devices one after another, and at this time, Apple Inc's ranking of App Store software downloads has become a good opportunity to learn about new technology trends.

According to the iOS ranking in the United States, before the holiday, the application software "Oculus" used to activate Oculus VR headset display devices was still outside the top 10, but after December 24 ("Christmas Eve"), the application directly jumped to the first place, which proves from the side that many people bought Oculus VR headset display devices during the Christmas period.

This VR helmet is from not long ago renamed to$Meta Platforms (FB.US) $Shares of Facebook Inc, the global social media giant, soared 3.26% on Monday after the virtual reality product became so popular during the Christmas holiday. Analysts at KeyBanc pointed out that Meta's virtual reality devices were very popular this holiday season, which may have benefited from a shortage of game consoles.

Since Facebook Inc changed his name to Meta Platforms and announced that he would focus on "meta-universe", the enthusiasm for the concept of "meta-universe" in the market has soared and a groundbreaking new Internet era is about to emerge.

So, will meta-universe continue to explode in 2022?

First of all, although the concept of "meta-universe" still seems to be far away from us, some of them are already on the way to implementation, including Meta's Quest,$Microsoft Corp (MSFT.US) $Hardware such as HoloLens helmets, as well as "Fortnite" and$Roblox (RBLX.US) $And other game platforms have existed for a long time, and are very popular with players.

According to Meta's Oculus helmet, because Facebook Inc is a global social media giant, the company's huge user base allows the company to collect more data about the use of virtual reality by ordinary people and further customize users' favorite virtual devices based on that data.

And although the company has yet to release helmet sales figures, the new VR user base could further help Meta and other companies engaged in similar technologies optimize their products after the device is sold this year. The technology does hope to reach a turning point that attracts consumers and software developers like smartphones and computers.

It may be controversial to think that Amazon.Com Inc, Alphabet Inc-CL C and Fitbit have been popular at Christmas with similar VR products in the past few years, but they failed to change the rules of the game with VR, but the success of Meta sales during the Christmas season alone is enough to take it as a strong signal that Meta's "meta-universe" path seems to be on the right track.

It should also be noted that with the exception of Meta, American technology giants are following up on meta-universe investments.

After Meta CEO Zuckerberg was determined to spend $10 billion on meta-universe research and development, Apple Inc had expected to launch an augmented reality (augmented reality) headset sometime next year, which market analysts believe could be a catalyst for people to further accept the "meta-universe" world.

In addition, Sony Group Corp will also release PSVR2 in 2022. Previous news showed that the PSVR2 will provide a resolution of 4000 × 2080 pixels (2000 × 2040 per eye). In addition, the PSVR2 will include gaze tracking for concave rendering, lens separation adjustment dials, and vibrating motors that allow developers to provide direct tactile feedback. In short, the system will make Sony Group Corp's PS5 platform a "huge leap" in performance and interaction.

Before that,$NVIDIA Corp (NVDA.US) $Also put forward their own meta-universe-OmniVerse, which is a powerful real-time collaborative simulation platform, which allows artists to work seamlessly between software, locally or anywhere in the world through the cloud. Omniverse can be used in many fields, such as construction engineering, autopilot, media entertainment, manufacturing and so on. As artists, designers, engineers and researchers integrate global lighting, real-time ray tracing, AI, computing and engineering Simulation and other technologies into daily workflows, the production process of heavy 3D is becoming more and more complex. Using the Omniverse stack can improve the flexibility and scalability of the industry workflow.

Wall Street's layout of meta-universe will not stall in 2022.

Although it has experienced a surge in 2021, Wall Street investors are still keeping a close eye on investment opportunities in meta-universe.

Simon Powell, a securities strategist at Jefferies, believes that the biggest subversion in human history will be meta-universe, and this subversion will lead to attractive investment opportunities. Although a single meta-universe may take more than a decade, as it develops, it has the potential to subvert almost everything in human life that has not been subverted.

In the mainstream of investment on Wall Street, including NVIDIA Corp,$Qualcomm Inc (QCOM.US) $$Advanced Micro Devices Inc (AMD.US) $Chip companies such as VR/AR hardware / software and application scenarios include Meta,$WiMi Hologram Cloud Inc (WIMI.US) $$Vuzix (VUZI.US) $Individual stocks, including companies, are hot targets for meta-cosmic-related investments.

Edit / lydia

The translation is provided by third-party software.


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