On January 19, the metaverse and game sectors performed strongly. Flush data shows that the Metaverse sector index rose by 1.35% that day, and the game sector ushered in a big explosion. The concepts of cloud games, e-sports, online games and mobile games have all achieved sharp increases, with increases of 4.23%, 2.98%, and 3.03% respectively. and 2.81%. Most stocks in the Metaverse and game sectors are in the red, Starlight Entertainment, Xunyou Technology, Qujiang Culture and Tourism, Hubei Radio and Television, etc. have daily limit, Yinjiang Technology has risen by more than 16.08%, Shengtian Network has risen by more than 10%, Tom Cat, Mosaic Several other stocks rose more than 5%. Since October 18 last year, the cumulative increase in the metaverse sector has exceeded 62%, and the cumulative increase in the game sector has exceeded 30%.
In terms of news, following the meta company (formerly the US Facebook company), Microsoft has also made a heavy layout in the metaverse field. On the evening of January 18, Beijing time, Microsoft announced that it will spend $68.7 billion to acquire the gaming giant Activision Blizzard in an all-cash manner. Microsoft said that after the transaction is completed, Microsoft will become the third largest game company in the world after Tencent and Sony.
It is worth noting that this large acquisition is also a key step in Microsoft's layout of the Metaverse. Microsoft said that the acquisition will accelerate the growth of Microsoft's game business in the mobile, PC (computer), console and cloud fields, and will provide the building block for the Metaverse. "Games are the most dynamic and exciting category of entertainment on all platforms today, and will play a key role in the development of the Metaverse platform," said Satya Nadella, chairman and CEO of Microsoft.
As the first landing scene of the Metaverse, the game industry is regarded by the industry as the "bridgehead" of the Metaverse. The reporter learned that at present, many domestic game companies have entered the metaverse, and many technology giants are also deploying the metaverse through the acquisition of the game industry. Last year, ByteDance announced the acquisition of Pico, a VR (virtual reality) hardware manufacturer. It is reported that Tencent also plans to acquire Black Shark Technology, a game mobile phone maker, to add Code Yuan Universe from the field of game hardware. Huatai Securities said that global giants are continuing to absorb high-quality assets and the layout of the metaverse, and the scarce boutique game content developers are expected to play the role of the cornerstone of the metaverse construction.
The good news from the policy level in the metaverse field is also constant. Recently, the Metaverse has been written into the "14th Five-Year Plan" or government work reports in many places. Guosen Securities believes that the metaverse industry, which integrates new technologies such as VR/AR (virtual reality/augmented reality), AI (artificial intelligence), big data, and blockchain, is expected to usher in important opportunities for development. As the first landing scene of the Metaverse, the game is expected to continue to increase in valuation and performance. Industrial Securities said that the Metaverse is expected to become the main line of investment throughout 2022, and the influx of companies and capital will trigger resonance and accelerate the development of the Metaverse industry.
Around the Metaverse, Kaiyuan Securities believes that technological innovation, application implementation and commercial realization may be gradual. Based on the progress of commercialization, it is recommended to increase the layout of four main lines, namely virtual human, NFT (non-fungible token), open game/UGC (User-generated content) Game platform, VR/AR/MR (Virtual Reality/Augmented Reality/Mixed Reality), preferably with a higher valuation safety margin, and the metaverse-related layout is expected to be realized faster to the target of performance. Times Securities recommends grasping several major directions, including new hardware terminals, new operating systems or operating platforms built on AR/VR devices, etc. Early investment should focus on digital entertainment content that has the most performance support and is most likely to be transferred to the Metaverse , such as digital games, virtual people, exhibitions, etc.
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