私募激辯元宇宙:全市場爆發節點仍未到來
格隆匯12月6日丨近期,一些上市公司爭先恐後地宣佈涉足元宇宙產業鏈。最近對相關公告梳理後發現,截至目前,已有超70家上市公司被列入元宇宙概念股。多傢俬募機構表示,元宇宙目前處於萌芽階段,全市場爆發節點仍未到來。A股市場的元宇宙概念板塊仍以炒作爲主,部分公司未有基本面支撐,純粹是“蹭概念”。從投資角度來看,現階段投機性很強,投資機會並不多。元宇宙概念股未來的投資機會有望出現在硬件和軟件端,硬件以VR、AR爲主,軟件以“社交+娛樂”爲主。
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