ETF Wednesday's rise was more than 8%, But at night there was a ladle of cold water ！
According to the Xinhua News Agency 9 month 8 Reported Wednesday , On the day , Publicity department of the CPC central committee 、 The relevant person in charge of the State Press and Publication Administration will work with the central network information office 、 Departments such as the Ministry of culture and Tourism , Yes tencent 、 Netease and other key online game enterprises and game account rental and sales platforms 、 Interview on the live game platform . Interview highlights , To strengthen “ Krypton gold ” Control and control , Do not change the game content without authorization 、 Illegal operation of games and other acts , Resolutely curb “ Money only ”“ Only traffic ” Equal error tendency , Be determined to change all kinds of rules and game design that induce players to indulge .
The last two days , To play 、VR MainlineThe concept suddenly burst into flames , game ETF It soared on Wednesday 8%. However , This interview is for the game , It's definitely a bad thing . Besides , Tom cat, a listed company, received a letter of concern because of yuanuniverse , continuity 20CM The trading of zhongqingbao also suggests risk .8 Sunday night , Us open , Chinese game stocks fell sharply , By 23:45, Netease fell sharply 5.84%、 Bleep, bleep, bleep 7.35%.
that , Whether the universe is going to be cold ？ Many market participants believe that , In fact, many people don't understand what the meta universe is , Started to stir fry . at present , Metauniverse is basically a speculation game , The game doesn't work , Metauniverse may only fry VR 了 . Another professional pointed out , For some companies , The yuan universe may just follow baijiu 、 It's just another money tree behind the blockchain . This is a big game , But it may be from a small factory “ cheap trick ”.
9 month 8 Japan , Publicity department of the CPC central committee 、 The relevant person in charge of the State Press and Publication Administration will work with the central network information office 、 Departments such as the Ministry of culture and Tourism , Yes、 Netease and other key online game enterprises and game account rental and sales platforms 、 Interview on the live game platform .
The interview pointed out that , Recently , Publicity department of the CPC central committee 、 The State Press and publication administration has successively issued 《 Notice on further strict management to effectively prevent minors from indulging in online games 》《 Notice on carrying out comprehensive management in the field of culture and entertainment 》, Cultivate new people based on the times , Adhere to the people's position and the views of the masses , Introduce a series of important management measures , It has received warm response and active support from all sectors of society , It fully reflects the concern and care of the party and the government for the healthy growth of minors . Online game enterprises 、 Game account rental and sale platform 、 The live game platform should improve its political position 、 Strengthen responsibility , Deep understanding and strict management 、 The importance and urgency of preventing minors from indulging in online games , Resolutely implement the relevant requirements , Effectively protect the physical and mental health of minors .
Interview highlights , All online game enterprises and platforms shall strictly implement the requirements of the notice , Strictly enforce the time limit for providing online games to minors , It is not allowed to provide online game account rental and sale trading services to minors in any form . We should strengthen the audit of online game content , It is strictly prohibited to contain wrong value orientation 、 Pornographic 、 Bloody terror and other illegal contents , Resolutely resist money worship 、“ Newhalf ”、“ tanbi ” And other bad cultures . We should consciously resist unfair competition , Prevent excessive concentration and even monopoly , Focus on promoting scientific and technological innovation 、 Better meet the new expectations of the people's spiritual and cultural life . To strengthen “ Krypton gold ” Control and control , Do not change the game content without authorization 、 Illegal operation of games and other acts , Resolutely curb “ Money only ”“ Only traffic ” Equal error tendency , Be determined to change all kinds of rules and game design that induce players to indulge . We should strictly manage the game publicity and promotion , Regulate and restrict star endorsement of game advertising , Do not provide promotion channels for illegal games . We should strengthen the management of game live broadcast , High reward is prohibited 、 Reward for minors, etc .
Publicity department of the CPC central committee 、 The State Press and Publication Administration will work with relevant departments and local governments to strengthen supervision , Carry out special inspection , Seriously deal with violations ; Recently, it will launch a reporting platform to prevent minors from indulging in online games , Timely accept and handle problem clues , Enterprises that fail to implement , Find a strict place together , Ensure that the anti addiction work is implemented 、 Get results .
Regarding this , Tencent responded that , Tencent will seriously study the interview spirit , Under the guidance of relevant competent authorities , Strictly implement the relevant norms and requirements for the prevention of addiction of minors , Strengthen content security and compliance , Adhere to the correct value orientation , Earnestly protect the physical and mental health and healthy growth of minors .
Chinese game stocks fell
Affected by the above information , After the opening of zhonggai game stocks, they quickly fell . After Netease opened at a low price , The intraday price fell quickly , By 23:45, Netease fell sharply 5.84%, newspaper 90.14 dollar / stocks .
Let's look at this Wednesday ,A Game stocks in the stock market , That is “ Gongs and drums lift the sky , The red flag beckons ”, Full screen 20CM harden , even ETF It's all up 8%+.
The rise of game stocks on Wednesday has something to do with the sudden outbreak of metauniverse . As early as this year 3 month , A game company with the concept of metauniverse Roblox Go to the New York Stock Exchange , On the first day, the stock price soared 54.4%, Market value of more than 400 Billion dollars , Arouse the high attention of the market . The recent meta cosmic explosion , Maybe with Facebook It has something to do with your actions .
Tuesday, Beijing time ,Facebook be responsible for AR and VR Andrew, vice president of - Bosworth (AndrewBosworth) On vacation with Zuckerberg , It shows a function of smart glasses that looks like video recording , In order to predict the emergence of smart glasses .
Wednesday , Ray Ban's official website published a date of “09/09/2021” Notice of , It is suggested that you will get more details about smart glasses on Thursday . We can see from the picture that the probability is the silhouette of smart glasses , But beyond that , Almost no details . Foreign media have speculated that the company will join hands with social media giants Facebook Launch a special smart glasses .
And before that 7 month 29 Japan , Zuckerberg announced on the earnings conference call ,Facebook Will transform into... Within five years “ Meta universe (Metaverse)” company , And transfer competent personnel from various business departments to promote the implementation of . There are indications that , The powerful driver of the meta universe will be Facebook, So his every move will affect the direction of the market .
Whether the universe will be cold ？
9 month 8 Sunday night , Zhongqingbao, a leading concept stock of yuanuniverse, disclosed abnormal stock price fluctuations and announced that , The board confirmed that , The company has no basis at present 《 Shenzhen Stock Exchange GEM Listing Rules 》 And other matters that should be disclosed but not disclosed or matters related to the matter 、 discuss 、 Intention 、 Agreements, etc . The company also warned of risks, saying , The official account of the recent games is related to “ Meta universe ” Concept and forwarded by the media , Cause the stock price of the company to fluctuate abnormally . The meta universe is a huge concept and model , The company is still in the preliminary exploration stage , The concept is relatively shallow , The corresponding products are still under development . At present, the online time and region of the new game are affected by many factors , There is uncertainty .
In addition to zhongqingbao , Tom cat, a listed company, received a letter of concern from Shenzhen Stock Exchange , Be asked to explain the company's existing main business 、 The relationship between the main products and the concept of meta universe , call “ Have the user base of meta universe product development ” Why 、 According to the situation . Tom the cat in 9 month 8 At noon, I interact with the meta universe 、VR When you ask questions about concepts, you say , company “ Have a user base for meta universe product development ”“ A special working group on the direction of the meta universe has been established . The company's share price rose by the daily limit .
that , Next, will the concept of meta universe be cool ？ Many market participants said , I don't know what the meta universe is , I don't know why I was suddenly fired , Maybe it's the concept of speculation .
Titanium media a professional pointed out , On the track of metauniverse ,VR Just one side . As the underlying hardware , It can bring immediate experience improvement to users . But to build a mature metauniverse , We also need to rely on richer content Ecology , And social platforms that can build virtual networks . That's the only way , The nature of the meta universe —— Avatars 、 social connections 、 A sense of presence comparable to reality 、 Super openness and complete economic system and rules —— To be able to fully show . For some companies , The yuan universe may just follow baijiu 、 Another money tree behind the blockchain . Metauniverse may be a big game , But it may be from a small factory “ cheap trick ”.
According to the IDC forecast ,2020-2024 Five year period ,VR/AR The growth rate of terminal shipment will reach about 86%, The average annual growth rate of the global virtual reality industry will reach about 54%. China VR The market scale of the industry is 2020 Reach the 413.5 RMB 100 million ,2023 It is expected to reach 1051.6 One hundred million yuan . With the continuous development of new technologies , Virtual reality + Meta universe related industries may usher in an explosion . stay 5G In the background , The metauniverse may explode as an application scenario . But because it involves games ,VR/AR There may be some limitations on the application side , There are also uncertainties in the future development prospects .
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