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大摩爲元宇宙“站臺”,還一圖揭祕背後潛在贏家!

摩根士丹利(大摩)週四在一份報告中說,元宇宙是下一個重大投資主題,一些股票板塊已經從中受益。

Metaverse是一個虛擬世界,世界各地的人們可以身在其中進行社交、工作、娛樂、健身、教育等沉浸式互動。在Meta $FB  (前身爲Facebook)和微軟 $MSFT 等大公司將注意力轉向 “第三代互聯網”之後,元宇宙今年也備受關注。

大摩股票策略師Edward Stanley說:“它可以從根本上改變我們與他人交往的媒介,到目前爲止,很多公司都在建立自己的元宇宙版本。但只有在所有公司之間的互操作性成爲可能的情況下,真正的元宇宙才能實現,而這將需要多年的時間和跨公司合作,讓用戶在數百萬種體驗中無縫移動,並隨身攜帶他們的數字形象和財產。”

Stanley列舉了一些可以從元宇宙中獲益的公司,包括科技和遊戲類股,並補充說,Roblox $RBLX 的股票已經在朝着這個趨勢前進。下面,Stanley詳細介紹了元宇宙的潛在市場。

圖片來源:MarketWatch

Stanley表示:“關於元宇宙概念的新聞很多,越來越多的公司正在接受這個概念,公司和分析師目前對元宇宙的興趣超過其他任何的投資主題。全世界多個地區元宇宙企業都在迅速增長,比如美國、中國和韓國,其中韓國的公司在加速元宇宙的互操作性方面表現比較出色。

Stanley還表示,遊戲的目標用戶主要是年輕玩家,其中大多數都在17歲以下,不過平均年齡正在穩步上升。

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