The metaverse is set to be the biggest disruption society has faced: should you invest?

seekingalpha2021-12-13

Metaverse, metaverse, metaverse. A phrase first coined almost 30 years ago by science fiction writer Neal Stephenson, the idea of integrating virtual reality with everyday life has taken on a new ...

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Troytan
2021-12-13
Troytan
Anything pertaining to Metaverse attract alot of attention.
Bodoh
2021-12-13
Bodoh
No urgency in the last 30 years?

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe metaverse is set to be the biggest disruption society has faced: should you invest?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3778822-how-to-invest-in-the-metaverse><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Metaverse, metaverse, metaverse.\nA phrase first coined almost 30 years ago by science fiction writer Neal Stephenson, the idea of integrating virtual reality with everyday life has taken on a new ...</p>\n\n<a href=\"https://seekingalpha.com/news/3778822-how-to-invest-in-the-metaverse\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://seekingalpha.com/news/3778822-how-to-invest-in-the-metaverse","article_id":"1129996980","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1129996980","pubTimestamp":1639374945,"sourceInfo":{"source_id":"lsy1638401102509","name":"seekingalpha"},"weMediaInfo":null,"summary":"Metaverse, metaverse, metaverse.\nA phrase first coined almost 30 years ago by science fiction writer","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSFT":"微软","RBLX":"Roblox Corporation"},"translate_title":"metaverse将是社会面临的最大混乱：你应该投资吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FB":0.9,"MSFT":0.9,"RBLX":0.9},"content_text":"Metaverse, metaverse, metaverse.\nA phrase first coined almost 30 years ago by science fiction writer Neal Stephenson, the idea of integrating virtual reality with everyday life has taken on a new sense of urgency since Meta Platforms (NASDAQ:FB) Chief Executive Officer Mark Zuckerberg said in July that he wanted to transition his company from one focused on social networks into one thought of primarily for the metaverse.\nSeemingly every company is trying to position themselves for this digital future. But this far-fetched idea is already here and appears poised to get significantly larger in the not-too distant future.\nNintendo (OTCPK:NTDOY) and Roblox (NYSE:RBLX) have essentially been operating metaverse communities for years. Nintendo (OTCPK:NTDOY) has done so via its successful \"Animal Crossing\" game that reached new heights during the early days of the pandemic. Roblox (RBLX) has its virtual world environment that has captured the minds - and wallets - of children and parents across the country. Its monthly active users have jumped to 150 million, up from 35 million in just three short years, according to Business of Apps.\nStephenson coined the metaverse phrase in his 1992 book, \"Snow Crash.\" In the best-selling book, a worldwide economic collapse happens and the U.S. is broken into different regions, all owned by powerful corporations and businessmen who use the different regions for their own purposes.\nAs a result, many members of society spend their free-time in the \"metaverse,\" a virtual multi-player world (similar to Animal Crossing), buying virtual goods and services such as homes, drinks or vacations.\nComing back to the present, companies such as Nike (NYSE:NKE) and others are looking to sell digital goods in the metaverse. But other winners are likely to be hardware companies, such as Apple (NASDAQ:AAPL), Meta (FB), via its Oculus virtual reality headsets, and even Microsoft (NASDAQ:MSFT) with its HoloLens headset.\nIn a note to investors, Bernstein internet analyst Mark Shmulik posited that the metaverse is likely to be \"really big,\" with a combined annual run-rate of most markets at $2 trillion and growing. Timing on when it happens is still being sketched out, but he highlights Apple's (AAPL) years of investment in consumer hardware, consumer brand love and expertise in adjacent areas as \"likely ... to pay off in some way in the metaverse.\"\nShmulik added that the large-cap FAANG names, as well as Microsoft (MSFT) and Nvidia (NASDAQ:NVDA), are likely to benefit from the push into this \"killer app.\"\nWedbush Securities analyst Dan Ives noted that Apple's (AAPL) \"highly anticipated\" AR glasses - set to be released in the latter part of 2022 - could boost the company's value by $20 per share and give the Cupertino, California-based tech giant a strong footing into \"this massive market opportunity and tapping the broader metaverse ecosystem.\"\nNonetheless, Ives notes that metaverse winners won't exclusively be consumer hardware, with Matterport (NASDAQ:MTTR) being the firm's \"favorite metaverse play.\"\nIn November, Wedbush raised its price target on Matterport (MTTR) to $38, saying it is in the \"early innings of a unique growth story,\" as the spatial-data technology company' continues to convert free customers into paid customers and continues to make headway into the real-estate space.\nSpeaking with Seeking Alpha recently, Matterport (MTTR) Chief Executive R.J. Pittman pulled no punches when asked what the company is going after. \"Our target market is every building and every country in the world,\" Pittman said.\nThere is profound excitement in the investment and tech communities about what the metaverse will mean for society, though there are certainly detractors.\nIn a recent op-ed published by Big Think, Louis Rosenberg, a computer scientist who developed the first functional augmented reality system at Air Force Research Laboratory and founded virtual reality-linked Immersion Corporation, said the integration of virtual reality and augmented reality, combined with people interacting in the digital arena for a significant portion of their day could \"alter our sense of reality\" and negatively impact 'how we interpret our direct daily experiences.'\nRoger McNamee, an early investor in Meta's (FB) Facebook, has also heavily criticized the metaverse, telling the BBC that Zuckerberg's metaverse vision is \"dystopian\" and a \"bad idea.\"\nLiverpool Hope University AI and spatial computing professor Dr. David Reid concedes that the metaverse will change all of ours lives in immeasurable ways, just as the internet did, but worries who will police the environment.\n\"And we need a highly robust system in place to police the metaverse,\" Dr. Reid said in a statement. \"We’re clearly in the very early stages of the metaverse but we need to start talking about these problems now before we go down a route we can’t reverse away from. It’s crucial for the future.\"\nDr. Reid added: “People have been talking about how the rise of Artificial Intelligence (NYSE:AI) will significantly change society and everything we do. And that’s true. But the metaverse is at least as big, if not bigger, than the rise of AI.\"\nDespite the concerns, the metaverse is coming and soon, with investment firm Jefferies calling it a \"new platform for the digital age.\" The firm added that the metaverse will be the \"biggest disruption humans have ever experienced.\"\n\"A single metaverse could be more than a decade away, but as it evolves it has the potential to disrupt almost everything in human life that has not yet already been disrupted,\" Jefferies wrote in a note to investors.\nAs such, investors should think of it in a similar manner to how the early internet was built, Jefferies added: focus on the hardware needed to build out the metaverse and then look to the software needed to design and host it, with layers built on top of it.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":604618612,"gmtCreate":1639385665943,"gmtModify":1639385666078,"author":{"id":"3571482048865852","authorId":"3571482048865852","name":"Troytan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3571482048865852","authorIdStr":"3571482048865852"},"htmlText":"Anything pertaining to Metaverse attract&nbsp;alot of &nbsp; attention.","listText":"Anything pertaining to Metaverse attract&nbsp;alot of &nbsp; attention.","text":"Anything pertaining to Metaverse attract alot of attention.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604618612","repostId":1129996980,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604873897,"gmtCreate":1639377476032,"gmtModify":1639377477378,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3559859558754319","authorIdStr":"3559859558754319"},"htmlText":"No urgency in the last 30 years?","listText":"No urgency in the last 30 years?","text":"No urgency in the last 30 years?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604873897","repostId":1129996980,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":35,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1129996980"}