WiMi Hologram Cloud Inc (WIMI)

[StockpickerCAPC]

Meta Universe has once again set off a wave, the five major levels of the industry chain are sorted out, and the opportunity for WIMI holographic is here.

source
https://inf.news/en/economy/15b94aeead4df056727d2bdad2cdeafe.html

Since the beginning of this year, the slurred term Meta Universe has been out of circles frequently and has become the target of start-ups, technology giants and venture capital. Facebook's high-profile entry announcement has pushed the popularity of Metaverse to a new high. Many media even call 2021 the "first year of Metaverse."

On August 29, ByteDance plans to invest 9 billion yuan to acquire Pico VR, which is much higher than the previously estimated 5 billion yuan by the media.


The new goal of the tech giants.
In addition to ByteDance, other large companies have also deployed on the meta-universe track. Tencent is Roblox's Chinese strategic partner and holds 40% of Epic Games' shares. ByteDance has invested nearly 100 million yuan in the "Chinese version of Roblox" code Qiankun this year ; within five years, it has transformed into a "Meta Universe" company Facebook that is separated from the mobile Internet;

As the first part of the "meta universe" holographic AR concept, WiMi Hologram also opened the exploration in the field of meta universe. WiMi Hologram was listed on Nasdaq in 2020, stock code: WiMi, and recently established the Holographic Meta Universe Division. Its active layout lies in the research and development of the software and hardware of the underlying holographic technology, and further expands the application of holographic technology in the Meta Universe.

On Wall Street, it's not surprising that the underlying logic of stories being more important than products makes the meta-universe concept grow wild. Whether it is a foreign Metaverse or Tencent's True Internet, although the name is different, it describes a possible future-real life and online life will be deeply interactive and integrated. In terms of Unreal Engine technology, Tencent invested in Epic Games holding 48%, and Tencent held 12% of Snap on AR. For Tencent, perhaps it is not pursuing Metaverse or Quanzhen Internet, but the commonality of its business form points to this. A new concept that is more acceptable to the public. Therefore, Tencent is also happy to contribute to the meta-universe, even if it is only a default, regardless of whether its business will eventually be connected to form a meta-universe, the joint promotion of the entire industry or even multiple industries is beneficial to Tencent. Unlike Tencent's initiative to promote the meta universe, Bytedance is more like a chariot tied to the "meta universe". The investment code Qiankun is considered to be the layout of the "virtual world", and the acquisition of Pico is to build a bridge between meta-universe reality and virtuality.

Sorting out the five major levels of the "meta universe".
Although the meta-universe and brain-computer interconnection are still not mature enough at the technical level, the exploration of these concepts by human beings is endless. Between the fictitious and the real, science and technology have developed tangibly in certain fields. The journey of human exploration is the journey of realizing nothingness again and again.

According to the China Merchants Securities Research Report, the "meta universe" is a collection of virtual time and space, composed of a series of augmented reality (AR), virtual reality (VR) and the Internet (Internet). Generally speaking, the "meta universe" is a virtual world parallel to the real world and highly interoperable. With the continuous development of AR/VR, cloud computing, AI, 5G and other technologies and the listing of ROBLOX, the first stock of "Meta Universe", "Meta Universe" is turning from a concept into a reality.

West China Securities stated that Metaverse has six characteristics:
- continuity,
- real-time,
- compatibility,
- economic attributes,
- connectivity, and
- creativity.
The talents that meet these six characteristics are called meta-universes, especially economic attributes, connectability, and creativity. Currently, the operability of realizing them is low.

West China Securities pointed out that the meta-universe industry has a certain degree of forward-looking and is still in the early stage of development, and is optimistic about the vast future.
Sort out the five major levels of investment targets in A-shares and U.S. stocks:

1. Entry:
Goertek is expected to be the first to benefit from Yuan Cosmos' heavy volume, OEM of several high-end VR products worldwide (such as Facebook's Oculus Quest 2), 2020Q4's independent brand Pico's Chinese market share will reach 37.8%.

3. Cloud and infrastructure:
Sangfor, Ziguang, Alibaba, Tencent and other companies that provide cloud computing will be the first to benefit. In addition, cloud service companies such as Digital China will also benefit from the growth of cloud computing space brought about by the development of the metaverse industry. Alibaba Cloud IDST is committed to building core artificial intelligence technologies covering image and video, voice interaction, natural language understanding, decision-making, etc., and is committed to providing computing and data processing capabilities in the form of online public services. Enterprises, developers and government agencies provide the Internet of Things , New finance, energy, big game, big manufacturing and other fields.

4. GaaS:
Game design tool side. Tencent, NetEase and other big companies have self-developed game engines (NetEase's NeoX, Tencent's Quicksilver), and the technology is relatively mature, and the same will also prepare for the entry of the meta universe. In addition, Roblox, as a representative stock of Metaverse , has done a good job of avatars and IPs to create a sense of interaction between virtual and reality. These are the areas that will be focused on, and will also improve VR and possible AR technologies. Roblox conforms to all the attributes in the meta-universe, so it is easier to make this thing.

5. Platforms:
Tencent, Alibaba, Baidu, WiMi Hologram and other large company platforms, with traffic + algorithm advantages, are expected to build a convergent meta-universe platform. With the recent wave of Metaverse, WiMi Hologram has a leading holographic platform. After 6 years of development, WiMi Hologram has capabilities covering multiple links from computer vision production, service platform construction, to cloud software development and technical support. WIMI holographic computer vision AI synthesis, top-level visual AI production + professional visual presentation, promote the gradual evolution of the "meta universe" into a high-precision restoration of the "real world" in the virtual environment.

In short, Meta Universe has not only ignited people's imagination at the conceptual level, but with the preemptive deployment and promotion of Internet giants, Meta Universe will surely become a hot spot in the investment market for a period of time.