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zhitaophd
2021-11-16
哇
抱歉，原内容已删除
zhitaophd
2021-11-11
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zhitaophd
2021-05-11
The whole tech stocks all drops a lot~ [捂脸]
3 Cathie Wood Stocks That Could Deliver Bigger Gains Than Dogecoin
zhitaophd
2021-05-09
ok
Three Chinese telecom companies to be delisted by NYSE
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whole tech stocks all drops a lot~ [捂脸] ","listText":"The whole tech stocks all drops a lot~ [捂脸] ","text":"The whole tech stocks all drops a lot~ [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199787276","repostId":"2134763656","repostType":2,"repost":{"id":"2134763656","kind":"highlight","pubTimestamp":1620701100,"share":"https://www.laohu8.com/m/news/2134763656?lang=&edition=full","pubTime":"2021-05-11 10:45","market":"us","language":"en","title":"3 Cathie Wood Stocks That Could Deliver Bigger Gains Than Dogecoin","url":"https://stock-news.laohu8.com/highlight/detail?id=2134763656","media":"Motley Fool","summary":"Each of these stocks is poised to profit from major trends.","content":"<p>Brace yourself for an even greater buzz for <b>Dogecoin</b> (CRYPTO:DOGE) after Elon Musk hosted <i>Saturday Night Live</i> over the weekend. Musk is <a href=\"https://laohu8.com/S/AONE\">one</a> of the most visible -- and vocal -- fans of the cryptocurrency.</p><p>So far this year, Dogecoin's price has skyrocketed by nearly 9,600%. By comparison, widely followed investor Cathie Wood has seen most of her usually high-flying ARK exchange-traded funds (ETFs) sink into negative territory year to date.</p><p>Is Dogecoin destined to leave Wood in the dust? Not necessarily. Here are three of her favorite stocks that could deliver bigger gains than Dogecoin.</p><h2>Sea Limited</h2><p>Many Americans aren't familiar with <b>Sea Limited </b>(NYSE:SE). But if you live in Southeast Asia or Latin America, chances are you're a fan of the company's <i>Free Fire</i> mobile game. It's the highest-grossing mobile game in the fast-growing regions.</p><p>Sea Limited is a gaming stock with a killer advantage. Free Fire doesn't cost anything to download. However, players pay to buy additional weapons or enhance their characters. That personal investment makes them more likely to keep playing. And it generated over $2 billion in revenue for Sea Limited last year.</p><p>The stock ranks as the No. 10 holding in Wood's <b><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> and is No. 18 in her flagship <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b>. But Sea Limited isn't just an internet gaming stock; it's also a fast-growing fintech stock. It claims the No. 2 spot in the <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b>.</p><p>Sea Limited's e-commerce revenue more than doubled in 2020. The company's Shopee platform is the largest e-commerce site in Indonesia. Thanks to Shopee's success, the SeaMoney digital wallet is gaining momentum in Southeast Asia.</p><p>No, I don't think that Sea Limited is going to generate a 9,600% return over the next few months or even the next few years. However, I doubt that Dogecoin will be able to do so either. With its strong gaming, e-commerce, and digital payments businesses, though, I wouldn't be surprised in the least for Sea Limited to be a bigger winner than Musk's favorite cryptocurrency over the next decade.</p><h2>Square</h2><p>If you want to invest in a stock that's benefiting from the increased adoption of cryptocurrency, <b>Square</b> (NYSE:SQ) is a great pick. The company just announced fantastic Q1 results. Its revenue soared more than 260% in large part because of Square's support for a rival to Dogecoin -- the even more popular cryptocurrency <b>Bitcoin</b>.</p><p>Wood has liked Square for quite a while, although she's sold some shares in recent months. However, the stock remains the top holding in the ARK Fintech Innovation ETF. It's also No. 4 in both the ARK Next Generation Internet ETF and the ARK Innovation ETF.</p><p>My view is that Square is only scratching the surface of its potential. The company continues to make its seller ecosystem stickier (and more profitable) by rolling out new products and services. I'm especially optimistic about Square's entrance into the banking arena.</p><p>There's arguably an even greater opportunity with Cash App. The app's support for Bitcoin has been a huge growth driver. Look for Square to keep adding to the features for Cash App. Who knows, it might even include Dogecoin in the mix in the not-too-distant future. Even that's not in the cards, I expect that Square will make a lot of money for investors who buy and hold the stock.</p><h2>Teladoc Health</h2><p><b>Teladoc Health</b> (NYSE:TDOC) has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Wood's biggest losers of 2021 so far. But she's continued to add to her positions in the virtual care leader in several of her ETFs. Teladoc ranks as the top position in the <b>ARK Genomics Revolution ETF</b>. It's No. 2 in the ARK Innovation ETF and No. 3 in the ARK Next Generation Internet ETF. Teladoc even ranks No. 32 in the ARK Fintech Innovation ETF.</p><p>Why is Wood such a big believer in the beaten-down stock? She fully expects that virtual care will be much bigger in the future than it is today. And she's convinced that Teladoc will remain the top player in this market. I suspect Wood is right.</p><p>She and I aren't the only ones that think the virtual care market will grow significantly. Global consulting firm McKinsey & Company projects that the U.S. virtual care market will reach $250 billion annually after the pandemic ends. To put that figure into perspective, Teladoc projects revenue of around $500 million this year -- and it's the biggest virtual care provider.</p><p>While Dogecoin started out as a joke, Teladoc has focused on the serious task of improving healthcare from its early days. Maybe the virtual care stock won't outperform Dogecoin over the long run, but I wouldn't bet against it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Stocks That Could Deliver Bigger Gains Than Dogecoin</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n3 Cathie Wood Stocks That Could Deliver Bigger Gains Than Dogecoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 10:45 GMT+8 <a href=https://www.fool.com/investing/2021/05/10/3-cathie-wood-stocks-that-could-deliver-bigger-gai/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Brace yourself for an even greater buzz for Dogecoin (CRYPTO:DOGE) after Elon Musk hosted Saturday Night Live over the weekend. Musk is one of the most visible -- and vocal -- fans of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/10/3-cathie-wood-stocks-that-could-deliver-bigger-gai/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","TDOC":"Teladoc Health Inc.","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/05/10/3-cathie-wood-stocks-that-could-deliver-bigger-gai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134763656","content_text":"Brace yourself for an even greater buzz for Dogecoin (CRYPTO:DOGE) after Elon Musk hosted Saturday Night Live over the weekend. Musk is one of the most visible -- and vocal -- fans of the cryptocurrency.So far this year, Dogecoin's price has skyrocketed by nearly 9,600%. By comparison, widely followed investor Cathie Wood has seen most of her usually high-flying ARK exchange-traded funds (ETFs) sink into negative territory year to date.Is Dogecoin destined to leave Wood in the dust? Not necessarily. Here are three of her favorite stocks that could deliver bigger gains than Dogecoin.Sea LimitedMany Americans aren't familiar with Sea Limited (NYSE:SE). But if you live in Southeast Asia or Latin America, chances are you're a fan of the company's Free Fire mobile game. It's the highest-grossing mobile game in the fast-growing regions.Sea Limited is a gaming stock with a killer advantage. Free Fire doesn't cost anything to download. However, players pay to buy additional weapons or enhance their characters. That personal investment makes them more likely to keep playing. And it generated over $2 billion in revenue for Sea Limited last year.The stock ranks as the No. 10 holding in Wood's ARK Next Generation Internet ETF and is No. 18 in her flagship ARK Innovation ETF. But Sea Limited isn't just an internet gaming stock; it's also a fast-growing fintech stock. It claims the No. 2 spot in the ARK Fintech Innovation ETF.Sea Limited's e-commerce revenue more than doubled in 2020. The company's Shopee platform is the largest e-commerce site in Indonesia. Thanks to Shopee's success, the SeaMoney digital wallet is gaining momentum in Southeast Asia.No, I don't think that Sea Limited is going to generate a 9,600% return over the next few months or even the next few years. However, I doubt that Dogecoin will be able to do so either. With its strong gaming, e-commerce, and digital payments businesses, though, I wouldn't be surprised in the least for Sea Limited to be a bigger winner than Musk's favorite cryptocurrency over the next decade.SquareIf you want to invest in a stock that's benefiting from the increased adoption of cryptocurrency, Square (NYSE:SQ) is a great pick. The company just announced fantastic Q1 results. Its revenue soared more than 260% in large part because of Square's support for a rival to Dogecoin -- the even more popular cryptocurrency Bitcoin.Wood has liked Square for quite a while, although she's sold some shares in recent months. However, the stock remains the top holding in the ARK Fintech Innovation ETF. It's also No. 4 in both the ARK Next Generation Internet ETF and the ARK Innovation ETF.My view is that Square is only scratching the surface of its potential. The company continues to make its seller ecosystem stickier (and more profitable) by rolling out new products and services. I'm especially optimistic about Square's entrance into the banking arena.There's arguably an even greater opportunity with Cash App. The app's support for Bitcoin has been a huge growth driver. Look for Square to keep adding to the features for Cash App. Who knows, it might even include Dogecoin in the mix in the not-too-distant future. Even that's not in the cards, I expect that Square will make a lot of money for investors who buy and hold the stock.Teladoc HealthTeladoc Health (NYSE:TDOC) has been one of Wood's biggest losers of 2021 so far. But she's continued to add to her positions in the virtual care leader in several of her ETFs. Teladoc ranks as the top position in the ARK Genomics Revolution ETF. It's No. 2 in the ARK Innovation ETF and No. 3 in the ARK Next Generation Internet ETF. Teladoc even ranks No. 32 in the ARK Fintech Innovation ETF.Why is Wood such a big believer in the beaten-down stock? She fully expects that virtual care will be much bigger in the future than it is today. And she's convinced that Teladoc will remain the top player in this market. I suspect Wood is right.She and I aren't the only ones that think the virtual care market will grow significantly. Global consulting firm McKinsey & Company projects that the U.S. virtual care market will reach $250 billion annually after the pandemic ends. To put that figure into perspective, Teladoc projects revenue of around $500 million this year -- and it's the biggest virtual care provider.While Dogecoin started out as a joke, Teladoc has focused on the serious task of improving healthcare from its early days. Maybe the virtual care stock won't outperform Dogecoin over the long run, but I wouldn't bet against it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107791901,"gmtCreate":1620535997103,"gmtModify":1634198169652,"author":{"id":"3583623640057816","authorId":"3583623640057816","name":"zhitaophd","avatar":"https://static.tigerbbs.com/172e2ea6fc20083c281fb2fe26b8a43a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623640057816","idStr":"3583623640057816"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107791901","repostId":"2133837186","repostType":4,"repost":{"id":"2133837186","kind":"news","pubTimestamp":1620465600,"share":"https://www.laohu8.com/m/news/2133837186?lang=&edition=full","pubTime":"2021-05-08 17:20","market":"us","language":"en","title":"Three Chinese telecom companies to be delisted by NYSE","url":"https://stock-news.laohu8.com/highlight/detail?id=2133837186","media":"StreetInsider","summary":" - Three Chinese telecommunications companies said on Friday they will be delisted by the New York Stock Exchange in line with U.S. investment restrictions dating to last year.In separate announcements earlier on Friday, China Mobile Ltd; China Unicom and China Telecom Corp said they expect the NYSE to notify regulators of their delistings after the companies unsuccessfully appealed the move.The companies said their delistings will be effective 10 days after the exchange files a Form 25 to the U","content":"<p>(Reuters) - Three Chinese telecommunications companies said on Friday they will be delisted by the New York Stock Exchange in line with U.S. investment restrictions dating to last year.</p><p>In separate announcements earlier on Friday, China Mobile Ltd; China Unicom and China Telecom Corp said they expect the NYSE to notify regulators of their delistings after the companies unsuccessfully appealed the move.</p><p>A NYSE spokesman declined to comment.</p><p>The companies said their delistings will be effective 10 days after the exchange files a Form 25 to the U.S. Securities and Exchange Commission.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Three Chinese telecom companies to be delisted by NYSE</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nThree Chinese telecom companies to be delisted by NYSE\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 17:20 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18388385><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Three Chinese telecommunications companies said on Friday they will be delisted by the New York Stock Exchange in line with U.S. investment restrictions dating to last year.In separate ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18388385\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHU":"中国联通(香港)"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18388385","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133837186","content_text":"(Reuters) - Three Chinese telecommunications companies said on Friday they will be delisted by the New York Stock Exchange in line with U.S. investment restrictions dating to last year.In separate announcements earlier on Friday, China Mobile Ltd; China Unicom and China Telecom Corp said they expect the NYSE to notify regulators of their delistings after the companies unsuccessfully appealed the move.A NYSE spokesman declined to comment.The companies said their delistings will be effective 10 days after the exchange files a Form 25 to the U.S. Securities and Exchange Commission.","news_type":1},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":871251175,"gmtCreate":1637075667241,"gmtModify":1637075667334,"author":{"id":"3583623640057816","authorId":"3583623640057816","name":"zhitaophd","avatar":"https://static.tigerbbs.com/172e2ea6fc20083c281fb2fe26b8a43a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623640057816","idStr":"3583623640057816"},"themes":[],"htmlText":"哇","listText":"哇","text":"哇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871251175","repostId":"1194923202","repostType":2,"repost":{"id":"1194923202","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637074582,"share":"https://www.laohu8.com/m/news/1194923202?lang=&edition=full","pubTime":"2021-11-16 22:56","market":"us","language":"zh","title":"昂跑暴涨超20%，公司新晋为高瓴旗下基金第四大重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=1194923202","media":"老虎资讯综合","summary":"昂跑专注于跑步这个细分市场，公司愿景是“为世界带来革新性的跑步体验”。","content":"<p>周二，来自瑞士的热门跑鞋品牌<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>（昂跑）盘中大涨超20%，创历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/ef0fe80ada5a877977c095c45f95f702\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了2021年三季度美股持仓数据。据了解，HHLR Advisors由高瓴独立的二级市场投资团队负责投资决策。</p>\n<p>值得注意的是，<b>该基金三季度新进昂跑（On），直接跻身第四大重仓，除了HHLR Advisors最爱的生物药企之外，就是这家2010年成立的瑞士运动品牌。</b></p>\n<p>据悉，昂跑专注于跑步这个细分市场，公司愿景是“为世界带来革新性的跑步体验”， 通过创新的跑鞋设计，以及用有限的产品来满足大多数消费者需求的理念，成为市场上成长最快的品牌之一，并吸引了包括比尔·盖茨、威尔·史密斯、费德勒等一众富豪大佬在内的铁杆粉丝。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ce937f4a7a6456a8445702666c0029b\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"><span>On登录纽交所；图片来源：<a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昂跑暴涨超20%，公司新晋为高瓴旗下基金第四大重仓股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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8px;line-height:1.3;color:#ddd; }\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\">\n昂跑暴涨超20%，公司新晋为高瓴旗下基金第四大重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-16 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，来自瑞士的热门跑鞋品牌<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>（昂跑）盘中大涨超20%，创历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/ef0fe80ada5a877977c095c45f95f702\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了2021年三季度美股持仓数据。据了解，HHLR Advisors由高瓴独立的二级市场投资团队负责投资决策。</p>\n<p>值得注意的是，<b>该基金三季度新进昂跑（On），直接跻身第四大重仓，除了HHLR Advisors最爱的生物药企之外，就是这家2010年成立的瑞士运动品牌。</b></p>\n<p>据悉，昂跑专注于跑步这个细分市场，公司愿景是“为世界带来革新性的跑步体验”， 通过创新的跑鞋设计，以及用有限的产品来满足大多数消费者需求的理念，成为市场上成长最快的品牌之一，并吸引了包括比尔·盖茨、威尔·史密斯、费德勒等一众富豪大佬在内的铁杆粉丝。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ce937f4a7a6456a8445702666c0029b\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"><span>On登录纽交所；图片来源：<a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1827d9aa4149043643516a223eb8661","relate_stocks":{"ONON":"On Holding AG"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194923202","content_text":"周二，来自瑞士的热门跑鞋品牌On Holding AG（昂跑）盘中大涨超20%，创历史新高。\n\n高瓴旗下专注于二级市场投资的基金管理人主体HHLR Advisors公布了2021年三季度美股持仓数据。据了解，HHLR Advisors由高瓴独立的二级市场投资团队负责投资决策。\n值得注意的是，该基金三季度新进昂跑（On），直接跻身第四大重仓，除了HHLR Advisors最爱的生物药企之外，就是这家2010年成立的瑞士运动品牌。\n据悉，昂跑专注于跑步这个细分市场，公司愿景是“为世界带来革新性的跑步体验”， 通过创新的跑鞋设计，以及用有限的产品来满足大多数消费者需求的理念，成为市场上成长最快的品牌之一，并吸引了包括比尔·盖茨、威尔·史密斯、费德勒等一众富豪大佬在内的铁杆粉丝。\nOn登录纽交所；图片来源：谷歌","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107791901,"gmtCreate":1620535997103,"gmtModify":1634198169652,"author":{"id":"3583623640057816","authorId":"3583623640057816","name":"zhitaophd","avatar":"https://static.tigerbbs.com/172e2ea6fc20083c281fb2fe26b8a43a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623640057816","idStr":"3583623640057816"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107791901","repostId":"2133837186","repostType":4,"repost":{"id":"2133837186","kind":"news","pubTimestamp":1620465600,"share":"https://www.laohu8.com/m/news/2133837186?lang=&edition=full","pubTime":"2021-05-08 17:20","market":"us","language":"en","title":"Three Chinese telecom companies to be delisted by NYSE","url":"https://stock-news.laohu8.com/highlight/detail?id=2133837186","media":"StreetInsider","summary":" - Three Chinese telecommunications companies said on Friday they will be delisted by the New York Stock Exchange in line with U.S. investment restrictions dating to last year.In separate announcements earlier on Friday, China Mobile Ltd; China Unicom and China Telecom Corp said they expect the NYSE to notify regulators of their delistings after the companies unsuccessfully appealed the move.The companies said their delistings will be effective 10 days after the exchange files a Form 25 to the U","content":"<p>(Reuters) - Three Chinese telecommunications companies said on Friday they will be delisted by the New York Stock Exchange in line with U.S. investment restrictions dating to last year.</p><p>In separate announcements earlier on Friday, China Mobile Ltd; China Unicom and China Telecom Corp said they expect the NYSE to notify regulators of their delistings after the companies unsuccessfully appealed the move.</p><p>A NYSE spokesman declined to comment.</p><p>The companies said their delistings will be effective 10 days after the exchange files a Form 25 to the U.S. Securities and Exchange Commission.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Three Chinese telecom companies to be delisted by NYSE</title>\n<style 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href=\"https://www.streetinsider.com/dr/news.php?id=18388385\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHU":"中国联通(香港)"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18388385","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133837186","content_text":"(Reuters) - Three Chinese telecommunications companies said on Friday they will be delisted by the New York Stock Exchange in line with U.S. investment restrictions dating to last year.In separate announcements earlier on Friday, China Mobile Ltd; China Unicom and China Telecom Corp said they expect the NYSE to notify regulators of their delistings after the companies unsuccessfully appealed the move.A NYSE spokesman declined to comment.The companies said their delistings will be effective 10 days after the exchange files a Form 25 to the U.S. Securities and Exchange Commission.","news_type":1},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":870583807,"gmtCreate":1636633771964,"gmtModify":1636633772066,"author":{"id":"3583623640057816","authorId":"3583623640057816","name":"zhitaophd","avatar":"https://static.tigerbbs.com/172e2ea6fc20083c281fb2fe26b8a43a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623640057816","idStr":"3583623640057816"},"themes":[],"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870583807","repostId":"1146506301","repostType":4,"repost":{"id":"1146506301","kind":"news","pubTimestamp":1636629784,"share":"https://www.laohu8.com/m/news/1146506301?lang=&edition=full","pubTime":"2021-11-11 19:23","market":"sh","language":"zh","title":"一文盘点国内元宇宙创业公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1146506301","media":"互联网怪盗团 ","summary":"排序不代表排名\n1、MetaApp\nMetaApp目前是C轮的明星创业公司，估值近10亿美金，旗下产品233乐园是国内最大的安卓游戏平台，注册用户过2亿，日活过千万。目前在做虚拟世界 - 全年龄的Ro","content":"<p>排序不代表排名</p>\n<p>1、MetaApp</p>\n<p>MetaApp目前是C轮的明星创业公司，估值近10亿美金，旗下产品233乐园是国内最大的安卓游戏平台，注册用户过2亿，日活过千万。目前在做虚拟世界 - 全年龄的Roblox，让中小个人开发者都可以基于我们的平台和编辑器创造有意思的游戏。</p>\n<p>SIG、DST、云九等优秀美元资本投资，创始团队耶鲁、清华、中科大少年班、硅谷背景，CEO入选《财富》中国40位40岁以下商业精英、中国及亚洲《福布斯》30u30。</p>\n<ul>\n <li><p>注册用户过2亿，累计分发量过10亿；</p></li>\n <li><p>总时长超过行业第二名到第十名的总和；</p></li>\n <li><p>用户爆发式增长，长期留存率8倍于行业；</p></li>\n <li><p>日时长10倍于行业；</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/af420c3e9c0c7a2588e3f08fa035dcf6\" tg-width=\"1080\" tg-height=\"1004\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>自有平台流量给了我们造梦的机会，我们已经在研发全年龄段的虚拟世界Metaverse，希望给用户提供更多元化的人生追求和更丰富的人生体验。</p>\n<p>图形学先驱卡马克（John Carmack）有一句名言：“每个人都有无法实现的梦想。或许是那梦想需要太多时间和金钱，譬如开跑车驰骋，驾飞机翱翔；或许是那梦想太过于离谱，譬如与异形进行星球大战，与吸血鬼拼个刺刀见红。不管能否实现，它们总盘旋在你脑海里，每一天，让你浮想联翩。这就是为什么会有一个上亿美元的产业来帮助人们实现各种光怪陆离的白日梦”。</p>\n<p>Metaverse是娱乐和社交的终极形态，虚拟世界中的新身份，你可以做任何人，过一百种人生，创造/参与游戏，建造梦想家园，交朋友...这里面会有不止一个宇宙，多个宇宙和游戏间是互通互联的，甚至你可以在里面几分钟就轻轻松创造一个互动内容/游戏，是远超越现在任何一种游戏本身的体验。</p>\n<p><img src=\"https://static.tigerbbs.com/cf1d6654d9505af0e89b1b7481fd50f4\" tg-width=\"1080\" tg-height=\"806\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>MetaApp应该是第一家正式宣告从互联网世界跃升到元宇宙世界的创业公司，在meta以及metaverse这个词被用烂了的今天，我们可以为这家公司正个名：MetaApp是公司至少从几年前起就开始使用的名字，在这一点上其实并没有蹭元宇宙的热度。</p>\n<p>MetaApp在最早，大概是在做一种应该跟云端技术有关的“黑科技”，想要将移动互联网世界的App软件应用收束于一个大App内，即MetaApp，就像现在包含了衣食住行的微信和支付宝。不过最后，这家公司起家与立足的，是一个藏匿于主流互联网世界的产品，叫233乐园、233小游戏，简单来形容，可以说这是移动互联网的4399。</p>\n<p>由于233乐园抓住了一些流量红利，用户获取成本极低，所以在千万级DAU的大规模用户量下，一点点的广告商业化，就足以做到break even。</p>\n<p>在SIG刚对这家公司投出1亿美金的时候，市场一片哗然，毕竟SIG在字节跳动上赚太多钱了，偶尔甚至经常性任性一下，也是可以理解的。但站在现在的市场条件下看，SIG这笔钱投的太值了，交易很划算，毕竟这家公司还有着1000万日活的用户底子。</p>\n<p>MetaApp作为一家准独角兽元宇宙公司，愿景和故事很大，希望用户能通过公司开发的引擎/编辑器，低成本快速开发出平行或镜像于现实世界，但又比现实世界多了很多便利与创造性娱乐性玩法的数字世界出来。</p>\n<p>MaxZhou从公司CTO转作负责公司的增长和战略，研发由从完美世界加入公司的另一位联创负责，也体现了公司正从一家互联网公司进化到一家互联网融合游戏的公司。另外公司新引入的合伙人Grace，有着非常强的做2C产品的基因，而且作为一名非常优秀的女性创业者，管理公司的人事行政体系，真的非常棒。</p>\n<p>2、迷你世界</p>\n<p>迷你创想(MINOVATE)成立于2015年，员工近千人，以“激发想象、创造快乐”为宗旨，通过自研引擎技术和沙盒内容创作平台，搭建并持续探索未来线上虚拟互动场景。公司业务涵盖沙盒UGC平台、IP文创、少儿编程等，旗下产品《迷你世界》是国内用户体量最大的沙盒平台，月活跃用户超过1亿。</p>\n<p>《迷你世界》是一款自主C++引擎开发、以功能性游戏为发展目标的沙盒游戏创作平台。这是一款寓教于乐的沙盒创意游戏，游戏内变化无穷的方块组合让玩家能够自由创造，在这里，不管是摩登大楼，还是传统风格建筑，抑或是巨型怪物，还是微缩模型，都能结合创新的电路、生物等知识性功能，最大化实现孩子们的创意，对于锻炼三维空间思维、激发青少年想象力和创造力有着极强的启迪作用。</p>\n<p>目前《迷你世界》已斩获了GooglePlay“最具创新力游戏”、黑石奖“最佳独立游戏”等多项行业知名奖项。《迷你世界》以益智、健康、开放、创造的风格受到广大青少年的喜爱和监护人群体的认可；同时，游戏提倡正能量、热心公益，对于青少年群体形成强烈影响力。</p>\n<p><img src=\"https://static.tigerbbs.com/b892eebf0361dd41a526f9f3931924b1\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/cbca123d2bff6611fc99dd40fbe32d28\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/95f6e605fd089235a7b0287068796a6a\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>在迷你世界的官方口径中，我们并没有看到公司的元宇宙设想，可能这并不需要，毕竟该公司对标的Minecraft早在2014年还没有彻底大火的时候就能以25亿美元价格卖给微软，放到现在，公司也应该值几百亿美元了。而作为中文互联网世界的Minecraft，也可以值这个价。</p>\n<p>迷你世界的“本地化”要做得更好，公司瞄准了青少年儿童用户，通过在产品上的适应低龄人群，成功占有了其在国内的市场。</p>\n<p><img src=\"https://static.tigerbbs.com/203baaa8d40fd91b84a7ded576f8df56\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这张图是我的实拍，</p>\n<p>我当时问：“你们玩的是迷你世界吗？”</p>\n<p>回答说：“是。”</p>\n<p>我又问：“为什么不玩王者荣耀或者吃鸡？”</p>\n<p>答曰：“不好玩。”</p>\n<p>当然，因为迷你世界的主要用户群体是小朋友，所以其在对未成年人的保护和引导教育上，下了很大的功夫和努力。也因为其平台的UGC能力很强，所以遇到过一些问题，这些都是没法避免的，也是平台未来会加大力度去预防和解决的。</p>\n<p>其中从某种意义上来说，迷你世界和Minecraft都已经是元宇宙了，尤其是上图，小朋友已经能将自己带入沉浸到迷你世界这个全新的数字世界中，去认可和享受这个世界里的竞技与生活，在这一点上，摩尔庄园也是一样的。</p>\n<p>3、Yahaha</p>\n<p><b>愿景</b></p>\n<p>Yahaha正在为3D互动内容建立一个开创性的世界级UGC平台。</p>\n<p>我们很高兴能够创建数字社交场景来增强用户的沉浸式虚拟世界体验。</p>\n<p><b>团队</b></p>\n<p>我们公司成立于2020 年，现已在芬兰、韩国和中国开设了办事处。我们拥有强大的工程文化，超过 80% 的团队成员都是工程师。凭借开放的文化，我们拥抱多样性、创新性和包容性。</p>\n<p>我们创造跨平台体验并通过平稳的平台转换来实现用户自主权。</p>\n<p>Yahaha 是一个平台，用户可以在这里参与 Yahaha Studio 制作的所有游戏、互动内容、创作和多元化社区。它是一个虚拟世界，倡导前卫科技的新生活方式。</p>\n<p><b>无需编码即可设计游戏</b></p>\n<p>要成为Yahaha的创造者，有创意的头脑就足够了！借助 Yahaha Studio，创作者无需掌握任何技术技能，例如编码、服务器开发或具有任何先前的游戏设计经验，即可轻松构建多人在线游戏世界。</p>\n<p><b>快速便捷地创建</b></p>\n<p>借助我们的尖端引擎，创作者可以快速方便地生成多人互动内容。使用 Yahaha Studio，通过我们平台中的 3D 资产，将各种创新想法实现并传达为高质量的作品。</p>\n<p><img src=\"https://static.tigerbbs.com/5cc01c08ea756c15b55cf1d0f2554df8\" tg-width=\"1080\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>Yahaha是一家非常年轻的创业公司，也是国内“最像”Roblox的一家公司。</p>\n<p>说最像，与其创始团队背景有关，出自unity这家知名做游戏引擎的公司，而且还做过教育（Roblox最早是一个编程教育产品）。所以Yahaha的A轮融了3次，因为不断有资金想要进来。回过头看Yahaha的天使是真的便宜，虽然，这也是一个相对标准的美元天使价格。</p>\n<p>4、BUD</p>\n<p>BUD App是国内最大的元宇宙UGC社交平台，注册用户近千万，最高苹果社交总榜前3，拥有数百万原创UGC沉浸式3D作品和高度活跃的创作者生态。</p>\n<p>愿景：connectpeople through 3D experiences</p>\n<p><img src=\"https://static.tigerbbs.com/f28a98d78574ea89899c33b167abd285\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>BUD是国内第一大元宇宙UGC社交平台，让所有用户都可以制作出属于自己的3D沉浸式体验。高画质低门槛的创作工具和年轻超酷的社区调性引发用户自发的口耳相传，仅上线1个月就靠0投放成本做到了苹果社交总榜前3。创始团队来自硅谷Snapchat，Facebook，获得多家一线美元基金多轮投资，目前近60人，预计今年扩张到100人+。</p>\n<hr>\n<p>BUD应该是上一代互联网社交娱乐产品中，奔向元宇宙时代最成功的产品了。在去年年末使用BUD时，其还是一个带有北美漫画风格的二维小游戏娱乐产品，而现在已经是一个美轮美奂的3D用户UGC创作平台了。</p>\n<p>所有人都说流量贵，流量难寻，那是指传统的所谓“买量”，比如对于Soul、陌陌、探探、爱聊这些产品。而当你的产品有足够亮或者创新的点，甚至是满足了一些特定需求下，互联网2C的网络效应还是很强大的。比如popi小纸条，比如霸过榜的甜味陪伴。</p>\n<p>BUD有点像十年寒窗无人晓，一朝成名天下知，这个大招憋得真漂亮。放出大招后，BUD应该是成功抓到了小红书上小朋友用户的流量红利，迅速崛起，一跃成为元宇宙赛道上的当红炸子鸡公司。</p>\n<p>5、Litmatch</p>\n<p>通过交互技术满足人们的情感需求。</p>\n<p>Construct（litmatch母公司名称）成立于2019年，我们一直在努力实现我们创业之初的愿景。迄今为止，我们已为全球超过1000万用户提供在线连接和互动服务。我们希望为更多的用户带来情感价值的满足。</p>\n<p>我们致力于将人们联系起来。通过将在线互动场景与智能匹配引擎相结合，人们可以舒适自然地与其他感兴趣的人互动，满足他们的情感需求，让每个用户都感受到被爱、被信任和被理解。</p>\n<p><img src=\"https://static.tigerbbs.com/fc1524ace0be61d59fbe001b21726e50\" tg-width=\"1080\" tg-height=\"686\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>这个公司就不评论了，不是因为了解的少，或者不看好，原因反倒是恰恰相反。</p>\n<p>我之前所写文章中，一篇关于在线互动娱乐的，一篇关于互联网与游戏行业相融合的，都已算介绍过这家公司。</p>\n<p>6、好说</p>\n<p>好说是一款即时社交App，主要面向热爱游戏的玩家，以及喜欢和玩家沟通和交流的开发者。</p>\n<p>我们会和开发者一起为游戏建立独立的聊天房间，房间中会有不同主题的“频道”，你可以在好说的游戏房间里，找到志同道合的伙伴一起畅所欲言，在聊天频道中深度探讨某一话题。</p>\n<p>好说是为游戏玩家打造的社区，这里可以找到所有游戏的聊天室，寻找志同道合的游戏队友或伙伴。好说独特的有趣玩法——emoji轻回应，话题可“跟帖”，聚合游戏热点话题，支持多端登录，来好说，一起和伙伴们聊聊游戏和生活。</p>\n<p><img src=\"https://static.tigerbbs.com/9780a0c7e49c8e6b3f2d23699e2f8986\" tg-width=\"1080\" tg-height=\"653\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>一句话，这是中国最有discord之像的公司。当然，前提是中国能有discord。</p>\n<p>所以如果要讨论，就并不是讨论好说做得怎么样问题，而是中国能不能和怎样能有discord的问题。而这个问题又太长，所以我们不妨换个话题，“好说”考不考虑做成一个多用户随时参与随时退出的互动游戏平台？</p>\n<p>用户可以创建不同种类的游戏房间在里面进行PVE，其他用户可进入房间成为观众，更可以直接点击参与到房间的游戏中，与房主成为队友共同进行PVE或者与房主对战成为PVP。好说的创始团队作为前taptap的创始团队，相信有很多游戏的独立游戏开发者愿意与好说来合作开发定制这类社交互动游戏的。</p>\n<p>7、MEW</p>\n<p><img src=\"https://static.tigerbbs.com/bc8a521d7955bfe8b5b40fa25247b5dc\" tg-width=\"1080\" tg-height=\"765\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Mew 是一个分布式社交网络</p>\n<p>通过社区这一形式对互联网最底层的意义进行探索与还原</p>\n<p>我们坚信互联网的本质是人与人的连接</p>\n<p>是互通有无、是现实世界的解构与重塑</p>\n<p>当我们回归这一本质</p>\n<p>虚拟将获得实感，社区将注入生命，而群体也将拥有姓名</p>\n<p><b>TROPH</b></p>\n<p>北京时代传浮科技有限公司（Troph, Inc.）于2019年在北京成立</p>\n<p>是一家年轻的虚拟社交网络公司</p>\n<p>我们为了制作出具有革新性与社会价值的虚拟社交产品而相聚于此</p>\n<p>希望将创意与热情倾注到已在发生的未来中 ——构建出独一无二的虚拟世界</p>\n<p>Troph专注于为泛二次元和游戏玩家群体提供优质的社交服务</p>\n<p>致力于为每一位用户提供最优质的的使用体验</p>\n<p>使用先进的实时通讯技术为产品提供丰富而强大的功能</p>\n<p>目前通过去中心化的理念打造了独一无二的产品体验</p>\n<p>同时Troph也是一家非常重视技术开放的公司</p>\n<p>未来将会面向开发者提供更多技术服务，打造智能化的社交平台</p>\n<hr>\n<p>这是家隔着屏幕都能嗅到一股浓厚二次元味道的创业公司。产品上，有点复杂，我很难找到一个产品或一种概念去描述Mew。</p>\n<p>有wiki产品的味道，有贴吧Reddit的感觉，很早前Google还投过一家美国的二次元动漫社区，也有点类似，也有discord的东西在里面。</p>\n<p>能对Mew有这么多感受，说明我并不是它的核心用户，get不到它直击灵魂的点。也许是我没有加入到产品真正的用户群体中，就像现在如果是一个新用户去使用discord，也是一头雾水，不明白也不知道产品该怎么用怎么玩，这是需要人带的。</p>\n<p>8、Soul</p>\n<p>年轻人的社交元宇宙</p>\n<p>Soul是基于兴趣图谱和游戏化玩法的产品设计，属于新一代年轻人的虚拟社交网络。成立于2016年，Soul 致力于打造一个“年轻人的社交元宇宙”，最终愿景是“让天下没有孤独的人”。在Soul，用户可以无顾虑地表达自己，认知他人，探索世界，交流兴趣和观点，获得精神共鸣和认同感, 在交流中获取信息，并获得有质量的新关系。</p>\n<p>在Z世代带来的社交新浪潮下，Soul展现真实、有趣、温暖的社交面貌，不断满足年轻人的精神追求。</p>\n<p>Soul App用现实世界中不相识的用户在平台上的关系沉淀和留存为正样本，基于用户的社交画像和兴趣图谱，通过机器学习来推荐用户可能会产生的高质量的新关系。让每一个来到Soul的个体都可以被快速推荐到一些高维空间距离自己最近的人和内容，低成本地开启交流，获得高质量的关系。</p>\n<p><img src=\"https://static.tigerbbs.com/47681e03610e3b7127235fc202501394\" tg-width=\"1080\" tg-height=\"689\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>Soul在筹备美国IPO之际，临时到让人感觉就非常仓促的，把公司向着元宇宙概念去定义。所以Soul被很多人吐槽是最离谱的元宇宙概念公司，特别是Soul在喊出了元宇宙故事后，并没有向市场去解释Soul将如何探索实现社交元宇宙的方式，在产品上也没有看到一定的动作。当然，这跟产品用户规模已经很大了，产品基调很难改变也有关，但是总归要给市场一个合理的解释。</p>\n<p>比如对于主产品，最简单的，是在个人主页上设置一个avatar形象，毕竟这也算是“元宇宙入口”。或是至少，可以做一个什么新产品，去主打元宇宙的故事。</p>\n<p>陌陌开创了将IM即时聊天功能作为陌生人交友的主要产品手段，Soul是陌陌的继承者。但我们越发觉得，一是IM已经不适合陌生人交友了，效果和效率都很差，二是陌生人交友的形式需要进化和迭代，比如像是王者荣耀，比如剑网三。当然，这并不是说下一代的社交交友形式就一定非得是游戏。</p>\n<p>9、绿洲Oasis</p>\n<p>开启你的第二人生</p>\n<p>上海唯二网络科技有限公司，主打产品为“我的绿洲”。</p>\n<p>我的绿洲，是基于虚拟世界的社交网络，覆盖移动端、PC端、VR端，结合Unity、VR、AI等技术，专注打造一个“自由开放的VR世界”。</p>\n<p>核心团队为连续创业者，是一群为了梦想用于超越和挑战的人。目前团队已有几十人，并正在朝着海外市场进军，去建立遍布全球、具有世界眼界的超一流团队。</p>\n<p>即使没有编程基础，用户也可以自由的创建属于自己的角色和地图，甚至设计一个独立的游戏世界。</p>\n<p><img src=\"https://static.tigerbbs.com/a38d63c14f324cad0770c3f9511c5d59\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>绿洲Oasis真是一家强大的从VR时代活到了元宇宙时代的公司，而且如果再追溯的话，还有O2O时代。</p>\n<p>如果绿洲将来能做成用户一起在线欢聚开party，替代了线下KTV聚会场景，那绿洲Oasis真是完成了当年做一起唱的遗憾，还蛮具有传奇色彩的。</p>\n<p>新的绿洲Oasis主打市场是移动端，重点在做海外，好像有巴西还有北美什么的。这条路上还有很多优秀的其他公司，希望绿洲能够取得革命的成功。</p>\n<p>10、奇妙派对</p>\n<p><img src=\"https://static.tigerbbs.com/97aabd0fb949e9a7f73994d3c14c74cb\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/fe2261a106e32f61a769d9b8e0a35f05\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>之前写互联网与游戏行业融合的文章里有写过奇妙派对，这里也不赘述了。</p>\n<p>11、Vyou</p>\n<p>突破次元壁</p>\n<p>连接虚拟世界和现实世界</p>\n<p>波粒子PoliQ 是一家专注于二次元虚拟社交世界的互联网创业公司，已经获得顶级风投的千万级天使轮投资。</p>\n<p>我们的核心技术是一套二次元虚拟人物形象自定义系统，以及虚拟人物脸部与身体动作驱动系统，我们正在基于这些技术打造一款虚拟Avatar的虚拟社交产品，先从轻量级手机App单点切入，最终成长为一个跨越Mobile/PC/VR/AR的多平台虚拟世界。</p>\n<p>我们认为虚拟世界有着积极的社会意义，同时也蕴含着巨大的商业机会，我们希望成为连接虚拟世界与现实世界的桥梁，让虚拟世界成为人们的一种生活方式。</p>\n<p>欢迎你来与我们一起构建这个有趣的虚拟世界。</p>\n<p><img src=\"https://static.tigerbbs.com/2cfbef56e6e1c2331debccdb5977d322\" tg-width=\"1080\" tg-height=\"632\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>我们的团队</b></p>\n<p>我们团队来自小米、网易、完美世界、有妖气、360、HTC Vive、Virtuos等知名科技公司，在其中担任中高层管理岗位和资深研发岗位，平均10年的丰富从业经验。在教育经历上，我们团队来自北京大学、北京航空航天大学、GeorgeMason University、University of Calgary等国内外知名高校。此外，我们还有二次元社区以及二次元游戏的创业经验，没错，我们是由一群热爱二次元、动漫、游戏、VR的人所组成的团队。</p>\n<hr>\n<p>如果说Vyou，就是一家用户可以DIY创造个人avatar形象的公司，那感觉没什么好说的，avatar/捏脸已经几乎是元宇宙标配了。但上图的展示，简直是太棒了。如果说上图只是某个游戏中的人物建模截图，那确实没什么，但这几张图片，是普通用户可以通过Vyou提供的平台工具引擎自己生成的，这简直太漂亮了。</p>\n<p>与其他一登场就要做一个大而全、广而美的元宇宙世界公司不同，Vyou先切入了avatar形象这个刚需和所谓元宇宙入口，无论是未来跟其他公司合作还是自己建设平台与生态，都是很好的，二次元宅男（虽然我不确定Vyou的管理团队是否是这个属性）的审美还是在线的。</p>\n<p>特别是，具公开可查的报道资料，Vyou的创始人曾任小米VR/AR产品总监，在VR等领域有很深的工作经验与研究探索，这给Vyou这家公司带来更多无限的可能，如果大家体验过quest2，大家相信扎克伯格的话。</p>\n<p>12、随时online</p>\n<p>一起打造实时互动生态随时迈入全真互联网时代</p>\n<p><b>关于产品</b></p>\n<p>随时Online是一个让用户能够随时随地发起和参与社交活动的产品，我们致力于松建下一代互联网的基础设施，让每个用户都可以和亲朋好友随时见面、一起生活</p>\n<p><b>VR(虚拟现实)将会触手可及</b></p>\n<p>随着近年来实时音视频、3D内容生成、 VR/AR等领域的突破性进展，体验的线上化有了更多的可能性--办公、招聘、相亲、健身......大量原本线下才能进行的活动，都在线上得到了还原。随着物理和地理限制被打破，大量超现实的体验得以实现，云原生的虚拟生活将不再是幻想</p>\n<p><b>实时音视频是2D版本的VR</b></p>\n<p>基于技术成熟的曲线，我们的产品方案也制定了相应的路线图。目前团队着重聚焦于通过“地图”、“实时音视频”和“系列互动工具”打造更吸引用户的实时互动，完整地映射线下体验，提供更好的临场感。在未来，我们将基于虚拟现实的整体发展，通过高效的3D内容生成和实时互动打造更好的产品</p>\n<p>我们希望成为全真互联网时代的社交网络，通过数字化大量线下生活场景切入，逐步构建出超越现实的场景和体验。在这个产品中，我们能随时发现自己的朋友和新朋友，一起参与彼此的生活</p>\n<p><b>关于团队</b></p>\n<p>创始人&产品负责人：前阿里巴巴集团淘系高级产品专家、前美股上市公司BlueCity的业务负责人/副总裁</p>\n<p>联合创始人&技术负责人：前VaultDragon CTO、前ModelKu创始人兼CEO，曾就职于Uber等多家硅谷知名互联网公司，在3D图形图像领域有丰富的技术创业经验</p>\n<p>我们的团队背景多元：有人来自于QQ、Facebook、华为鸿蒙、拼多多、TikTok等知名互联网公司和团队，也有人来自于最右、音遇等新锐创业公司;有人毕业于 Yale、UC Berkeley、北京大学等世界顶级学府，也有人双非毕业、本科肄业、连续创业;有人从算法工程师转型产品，也有金融专业毕业的工程师</p>\n<hr>\n<p>我最近有想一个问题，做中国版Hopin的公司在哪，中国会有Hopin类的公司存在吗。</p>\n<p>刚刚在百度上用“虚拟活动平台”和“实时在线活动平台”作为关键词搜索了下，抓取到的几家公司，都不是Hopin这类公司。</p>\n<p><img src=\"https://static.tigerbbs.com/4cdea5405fc6a2e329ba8a7bd0e8e79d\" tg-width=\"553\" tg-height=\"307\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Hopin成立于2019年，兴起于疫情之下的2020~2021年。简单来说，Hopin希望做的和在解决的是将一切线下活动还原到线上，通过实时在线方式解决。</p>\n<p>企业级直播公司，跟Hopin的概念很像，但前者是将活动通过直播的形式展现给观众，甚至观众也能互动，但后者是真正将线下的活动搬到了线上来举办，不需要线下，这是根本性上的不同。</p>\n<p>Hopin尽管自己没有去向元宇宙方向去靠拢，但这是最有所谓元宇宙感觉的业务模式之一，从根本上改变了未来人们的工作/生活方式，将人类进一步向线上迁徙。</p>\n<p>14、超参数科技</p>\n<p>打造有生命的AI，重新定义AI与人的关系</p>\n<p>我们坚信通用人工智能（AGI）诞生于AI与高智能虚拟世界的不断交互中。超参数科技依托在深度学习、强化学习、大系统工程领域的领先能力和丰富经验，致力于构建高智能虚拟世界，加速AI在其中学习与进化的过程，并将成果反哺于现实世界。</p>\n<p>超参数科技成立于2019年初，我们致力于构建高智能虚拟世界，加速AI在其中学习与进化的过程，并将成果反哺于现实世界。</p>\n<p>通过使AI具备复杂环境感知、博弈与决策、合作与竞争、生存与进化、理解与创造等多方位能力，我们已经为数十家行业客户或机构带来巨大商业价值。</p>\n<p>超参数科技获得五源资本、高榕资本千万美元A轮投资。</p>\n<p>创始人 刘永升</p>\n<p>原腾讯AILab总经理、T4技术专家</p>\n<p>围棋AI“绝艺”、王者荣耀AI“绝悟”团队负责人</p>\n<p>团队成员</p>\n<p>核心成员来自腾讯、百度、商汤、网易、IBM等知名科技企业，在深度学习、强化学习、大系统工程领域积累了丰富经验，同时也持续吸引来自北京大学、中科院、复旦大学、香港大学、宾夕法尼亚大学、俄勒冈州立大学等顶尖学府的学生。</p>\n<p><img src=\"https://static.tigerbbs.com/29cc832a8ecda8969b65049a017d63c1\" tg-width=\"1080\" tg-height=\"622\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>技术驱动的创业公司真的很酷，当然，对于超参数的挑战也有很多。比如说超参数到底是成为一家纯粹的技术公司，给其他游戏公司提供服务，还是未来会成为一家技术驱动的游戏公司，开发和经营自己的游戏与生态。</p>\n<p>目前来看，AI在游戏上应用最成功的领域其实是棋牌类游戏，比如playtika实际上就是一家以AI技术能力为核心优势的游戏公司。</p>\n<p>14、元象唯思</p>\n<p>一元复始，万象更新。</p>\n<p>我们从一个新的故事开始，并坚信在未来的故事，大千万象由你定义。</p>\n<p>元象（XVerse）将前沿科技，特别是人工智能、云渲染、视频编解码与大系统工程等，引入数字世界生成的过程中，在线上线下为消费者提供前所未有的交互体验。</p>\n<p>我们相信下一代数字世界将是逼真、沉浸、智能和开放的，将打破文字、图片和视频等传统内容交互的束缚。我们需要创新的方法和路径，才能到达未来。</p>\n<p>元象创始人为前腾讯高管，团队来自腾讯游戏、Adobe、微软、IBM、麦肯锡等公司。我们正在开发三维重建、数字人、虚拟现实引擎、沙盒游戏平台等创新产品与解决方案，帮助设计师和开发者创造面向未来的交互体验，期待志同道合的伙伴加入。</p>\n<p>一元到万象，即将由你开创。</p>\n<p><img src=\"https://static.tigerbbs.com/c94bd1330a2e1a7384098ea8e2669f06\" tg-width=\"1080\" tg-height=\"818\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<hr>\n<p>这也是非常技术驱动的创业公司，创始人作为腾讯集团原副总裁、AI LAB院长，凭团队就获得了4000万美元天使投资，这在互联网投资领域是很少见的。</p>\n<p>不过让我意外和注意的是，打开公司的官网，出现了如下的提示图：</p>\n<p><img src=\"https://static.tigerbbs.com/8924e9888a794fc714013cd662325f2a\" tg-width=\"1080\" tg-height=\"725\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>下一代交互，这个概念在最近看到的关于元宇宙的内容中，很少有提及，所以会意外。不过昨天，刚有一家做新一代操作系统研发的公司，宣布连续获得金沙江和源码近亿元的A及A+轮融资。</p>\n<p>我们现在，无论是跟PC计算机还是跟手机，交互方式太原始了，一直没有进化，而这理应有所改变。罗永浩的TNT虽然是个笑话，但这只是一个脚步。据说锤子科技要做TNT，是张一鸣随口说的一句觉得现在硬件产品的交互体验太差了，要是有个TNT这样的产品就好。</p>\n<p>15、一起doing</p>\n<p>元宇宙是高度沉浸式的用户在线上完成某些行为，但高度沉浸是有难度的，所以若是作为过渡，找一个中间态，让用户在线上某个什么平台一起做点什么，便可能是一个解。</p>\n<p>最早做一起doing这种行为的，应该属于直播公司，用户一起在线上观看某些内容，包括唱歌跳舞、打游戏、和看电影。后来有个叫微光App的产品，将用户一起在线上看视频这个场景单独抽离出来，并且加强了产品的社交属性。</p>\n<p>元宇宙概念兴起之下，real time communication的概念开始得到广泛传播，就有一些照着微光抄的产品（借鉴）开始叫实时在线活动平台了，甚至有的还叫视频版ZOOM。真正视频版的ZOOM，在美国多家公司确实在做了，而且发展很快，但这些公司是真正的视频化ZOOM，而非套概念公司。</p>\n<hr>\n<p><b>总结1</b></p>\n<p>数字世界与现实世界早已在融合，元宇宙概念的提出其实并不意外。</p>\n<p>特别是把元宇宙，看做是O2O到OMO，再到更进一步的升级。</p>\n<p>20年前，我们需要“去上网”（指去网吧），上网=聊QQ和打游戏。</p>\n<p>现在，PC尤其是手机和4G普及，我们随时即时在线。</p>\n<p>未来，“我们就在那个世界”。</p>\n<p>从用户端看，元宇宙是10/15/20后人类的“产品应用”。</p>\n<p>在现在的我们看来，微信替代短信，网购替代线下购物，</p>\n<p>而在未来，新人类的互联网化或者说数字化会更强，比如虚拟见面大规模替代线下见面。</p>\n<p>那种完全的沉浸式的头号玩家世界，或者雪崩里的数字世界，暂时来看一种愿景。</p>\n<p>就像人类航空航天技术的发展，虽然距离星际移民还很远，但也在发展着。</p>\n<p>最近很多媒体拿刘慈欣早年写的一篇科幻短文来讽刺扎克伯格的元宇宙计划，对真实世界真实宇宙的航行与征服是星辰大海，向元宇宙虚拟精神世界去钻营，是一种人类的退化。</p>\n<p>先不论哪种观点更伟大，在虚拟精神世界给人类创造繁荣就真的比飞向太空要差吗，尤其是对于普通人，所有人。什么是真实，什么是虚拟，现实世界不也是一段信号传导到大脑进行模拟吗？如果有梦境中的完美世界可以不用醒来，醒来就要面对现实生活的苦难与险恶，那为什么还要醒来？当然，电影或小说或游戏中的解释是现实中你不是一个人，你还有亲情、友情和爱情，但假如这所有的一切羁绊也完全都转移到虚拟的世界，而且这些羁绊的背后不是NPC就是其他现实人类，那还要醒来吗？</p>\n<p>刘慈欣是挺伟大的，但大刘只是小说家，甚至算不上哲学家、社会学家吧，而扎克伯格，是企业家。虽然资本家是毒害，是恶棍，但我们不能抹杀这些伟大的科技公司给人类提供了或便利或美好的生活，虽然这其中它们博取了巨大的超额利益或者是从中有一定的作恶行为。</p>\n<p>所以用一位小说家的观点去讽刺和抗争一位企业家准备全身心去all-in的一件事情，这种社会现象还蛮有趣的。</p>\n<p><b>总结2</b></p>\n<p>有两个跟元宇宙概念相关的重要行业我没有写，一个是硬件及相关产业，二个是区块链行业，因为了解不深，所以就不展开写了。但不是不看好，相反认为其很重要，所以在这里解释说明下。</p>\n<p>关于元宇宙，我分了互联网元宇宙与游戏元宇宙。</p>\n<p>互联网元宇宙，可以再分三类，虚拟活动平台、实时在线平台、远程办公/通讯协作工具。</p>\n<p>游戏元宇宙，主要满足UGC/AIGC、低代码开发等主要特点。</p>\n<p>所以在以上分类下，对文章提及的公司做了如下分类：</p>\n<p><img src=\"https://static.tigerbbs.com/f022bac8e1361e17f6a0a0fa88a8549f\" tg-width=\"1080\" tg-height=\"784\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>疫情之下，海外兴起了一批定义未来人类工作和生活方式的平台，尤其是在远程办公/通讯协作工具上。</p>","source":"lsy1590637062545","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一文盘点国内元宇宙创业公司</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n一文盘点国内元宇宙创业公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 19:23 北京时间 <a href=https://mp.weixin.qq.com/s/U-DgqGfo2KSCKrtpMNJqQA><strong>互联网怪盗团 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>排序不代表排名\n1、MetaApp\nMetaApp目前是C轮的明星创业公司，估值近10亿美金，旗下产品233乐园是国内最大的安卓游戏平台，注册用户过2亿，日活过千万。目前在做虚拟世界 - 全年龄的Roblox，让中小个人开发者都可以基于我们的平台和编辑器创造有意思的游戏。\nSIG、DST、云九等优秀美元资本投资，创始团队耶鲁、清华、中科大少年班、硅谷背景，CEO入选《财富》中国40位40岁以下商业...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/U-DgqGfo2KSCKrtpMNJqQA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/abc50f8e9e287e2f39bac1f7bc5312c3","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/U-DgqGfo2KSCKrtpMNJqQA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146506301","content_text":"排序不代表排名\n1、MetaApp\nMetaApp目前是C轮的明星创业公司，估值近10亿美金，旗下产品233乐园是国内最大的安卓游戏平台，注册用户过2亿，日活过千万。目前在做虚拟世界 - 全年龄的Roblox，让中小个人开发者都可以基于我们的平台和编辑器创造有意思的游戏。\nSIG、DST、云九等优秀美元资本投资，创始团队耶鲁、清华、中科大少年班、硅谷背景，CEO入选《财富》中国40位40岁以下商业精英、中国及亚洲《福布斯》30u30。\n\n注册用户过2亿，累计分发量过10亿；\n总时长超过行业第二名到第十名的总和；\n用户爆发式增长，长期留存率8倍于行业；\n日时长10倍于行业；\n\n\n自有平台流量给了我们造梦的机会，我们已经在研发全年龄段的虚拟世界Metaverse，希望给用户提供更多元化的人生追求和更丰富的人生体验。\n图形学先驱卡马克（John Carmack）有一句名言：“每个人都有无法实现的梦想。或许是那梦想需要太多时间和金钱，譬如开跑车驰骋，驾飞机翱翔；或许是那梦想太过于离谱，譬如与异形进行星球大战，与吸血鬼拼个刺刀见红。不管能否实现，它们总盘旋在你脑海里，每一天，让你浮想联翩。这就是为什么会有一个上亿美元的产业来帮助人们实现各种光怪陆离的白日梦”。\nMetaverse是娱乐和社交的终极形态，虚拟世界中的新身份，你可以做任何人，过一百种人生，创造/参与游戏，建造梦想家园，交朋友...这里面会有不止一个宇宙，多个宇宙和游戏间是互通互联的，甚至你可以在里面几分钟就轻轻松创造一个互动内容/游戏，是远超越现在任何一种游戏本身的体验。\n\n\nMetaApp应该是第一家正式宣告从互联网世界跃升到元宇宙世界的创业公司，在meta以及metaverse这个词被用烂了的今天，我们可以为这家公司正个名：MetaApp是公司至少从几年前起就开始使用的名字，在这一点上其实并没有蹭元宇宙的热度。\nMetaApp在最早，大概是在做一种应该跟云端技术有关的“黑科技”，想要将移动互联网世界的App软件应用收束于一个大App内，即MetaApp，就像现在包含了衣食住行的微信和支付宝。不过最后，这家公司起家与立足的，是一个藏匿于主流互联网世界的产品，叫233乐园、233小游戏，简单来形容，可以说这是移动互联网的4399。\n由于233乐园抓住了一些流量红利，用户获取成本极低，所以在千万级DAU的大规模用户量下，一点点的广告商业化，就足以做到break even。\n在SIG刚对这家公司投出1亿美金的时候，市场一片哗然，毕竟SIG在字节跳动上赚太多钱了，偶尔甚至经常性任性一下，也是可以理解的。但站在现在的市场条件下看，SIG这笔钱投的太值了，交易很划算，毕竟这家公司还有着1000万日活的用户底子。\nMetaApp作为一家准独角兽元宇宙公司，愿景和故事很大，希望用户能通过公司开发的引擎/编辑器，低成本快速开发出平行或镜像于现实世界，但又比现实世界多了很多便利与创造性娱乐性玩法的数字世界出来。\nMaxZhou从公司CTO转作负责公司的增长和战略，研发由从完美世界加入公司的另一位联创负责，也体现了公司正从一家互联网公司进化到一家互联网融合游戏的公司。另外公司新引入的合伙人Grace，有着非常强的做2C产品的基因，而且作为一名非常优秀的女性创业者，管理公司的人事行政体系，真的非常棒。\n2、迷你世界\n迷你创想(MINOVATE)成立于2015年，员工近千人，以“激发想象、创造快乐”为宗旨，通过自研引擎技术和沙盒内容创作平台，搭建并持续探索未来线上虚拟互动场景。公司业务涵盖沙盒UGC平台、IP文创、少儿编程等，旗下产品《迷你世界》是国内用户体量最大的沙盒平台，月活跃用户超过1亿。\n《迷你世界》是一款自主C++引擎开发、以功能性游戏为发展目标的沙盒游戏创作平台。这是一款寓教于乐的沙盒创意游戏，游戏内变化无穷的方块组合让玩家能够自由创造，在这里，不管是摩登大楼，还是传统风格建筑，抑或是巨型怪物，还是微缩模型，都能结合创新的电路、生物等知识性功能，最大化实现孩子们的创意，对于锻炼三维空间思维、激发青少年想象力和创造力有着极强的启迪作用。\n目前《迷你世界》已斩获了GooglePlay“最具创新力游戏”、黑石奖“最佳独立游戏”等多项行业知名奖项。《迷你世界》以益智、健康、开放、创造的风格受到广大青少年的喜爱和监护人群体的认可；同时，游戏提倡正能量、热心公益，对于青少年群体形成强烈影响力。\n\n\n\n\n在迷你世界的官方口径中，我们并没有看到公司的元宇宙设想，可能这并不需要，毕竟该公司对标的Minecraft早在2014年还没有彻底大火的时候就能以25亿美元价格卖给微软，放到现在，公司也应该值几百亿美元了。而作为中文互联网世界的Minecraft，也可以值这个价。\n迷你世界的“本地化”要做得更好，公司瞄准了青少年儿童用户，通过在产品上的适应低龄人群，成功占有了其在国内的市场。\n\n这张图是我的实拍，\n我当时问：“你们玩的是迷你世界吗？”\n回答说：“是。”\n我又问：“为什么不玩王者荣耀或者吃鸡？”\n答曰：“不好玩。”\n当然，因为迷你世界的主要用户群体是小朋友，所以其在对未成年人的保护和引导教育上，下了很大的功夫和努力。也因为其平台的UGC能力很强，所以遇到过一些问题，这些都是没法避免的，也是平台未来会加大力度去预防和解决的。\n其中从某种意义上来说，迷你世界和Minecraft都已经是元宇宙了，尤其是上图，小朋友已经能将自己带入沉浸到迷你世界这个全新的数字世界中，去认可和享受这个世界里的竞技与生活，在这一点上，摩尔庄园也是一样的。\n3、Yahaha\n愿景\nYahaha正在为3D互动内容建立一个开创性的世界级UGC平台。\n我们很高兴能够创建数字社交场景来增强用户的沉浸式虚拟世界体验。\n团队\n我们公司成立于2020 年，现已在芬兰、韩国和中国开设了办事处。我们拥有强大的工程文化，超过 80% 的团队成员都是工程师。凭借开放的文化，我们拥抱多样性、创新性和包容性。\n我们创造跨平台体验并通过平稳的平台转换来实现用户自主权。\nYahaha 是一个平台，用户可以在这里参与 Yahaha Studio 制作的所有游戏、互动内容、创作和多元化社区。它是一个虚拟世界，倡导前卫科技的新生活方式。\n无需编码即可设计游戏\n要成为Yahaha的创造者，有创意的头脑就足够了！借助 Yahaha Studio，创作者无需掌握任何技术技能，例如编码、服务器开发或具有任何先前的游戏设计经验，即可轻松构建多人在线游戏世界。\n快速便捷地创建\n借助我们的尖端引擎，创作者可以快速方便地生成多人互动内容。使用 Yahaha Studio，通过我们平台中的 3D 资产，将各种创新想法实现并传达为高质量的作品。\n\n\nYahaha是一家非常年轻的创业公司，也是国内“最像”Roblox的一家公司。\n说最像，与其创始团队背景有关，出自unity这家知名做游戏引擎的公司，而且还做过教育（Roblox最早是一个编程教育产品）。所以Yahaha的A轮融了3次，因为不断有资金想要进来。回过头看Yahaha的天使是真的便宜，虽然，这也是一个相对标准的美元天使价格。\n4、BUD\nBUD App是国内最大的元宇宙UGC社交平台，注册用户近千万，最高苹果社交总榜前3，拥有数百万原创UGC沉浸式3D作品和高度活跃的创作者生态。\n愿景：connectpeople through 3D experiences\n\nBUD是国内第一大元宇宙UGC社交平台，让所有用户都可以制作出属于自己的3D沉浸式体验。高画质低门槛的创作工具和年轻超酷的社区调性引发用户自发的口耳相传，仅上线1个月就靠0投放成本做到了苹果社交总榜前3。创始团队来自硅谷Snapchat，Facebook，获得多家一线美元基金多轮投资，目前近60人，预计今年扩张到100人+。\n\nBUD应该是上一代互联网社交娱乐产品中，奔向元宇宙时代最成功的产品了。在去年年末使用BUD时，其还是一个带有北美漫画风格的二维小游戏娱乐产品，而现在已经是一个美轮美奂的3D用户UGC创作平台了。\n所有人都说流量贵，流量难寻，那是指传统的所谓“买量”，比如对于Soul、陌陌、探探、爱聊这些产品。而当你的产品有足够亮或者创新的点，甚至是满足了一些特定需求下，互联网2C的网络效应还是很强大的。比如popi小纸条，比如霸过榜的甜味陪伴。\nBUD有点像十年寒窗无人晓，一朝成名天下知，这个大招憋得真漂亮。放出大招后，BUD应该是成功抓到了小红书上小朋友用户的流量红利，迅速崛起，一跃成为元宇宙赛道上的当红炸子鸡公司。\n5、Litmatch\n通过交互技术满足人们的情感需求。\nConstruct（litmatch母公司名称）成立于2019年，我们一直在努力实现我们创业之初的愿景。迄今为止，我们已为全球超过1000万用户提供在线连接和互动服务。我们希望为更多的用户带来情感价值的满足。\n我们致力于将人们联系起来。通过将在线互动场景与智能匹配引擎相结合，人们可以舒适自然地与其他感兴趣的人互动，满足他们的情感需求，让每个用户都感受到被爱、被信任和被理解。\n\n\n这个公司就不评论了，不是因为了解的少，或者不看好，原因反倒是恰恰相反。\n我之前所写文章中，一篇关于在线互动娱乐的，一篇关于互联网与游戏行业相融合的，都已算介绍过这家公司。\n6、好说\n好说是一款即时社交App，主要面向热爱游戏的玩家，以及喜欢和玩家沟通和交流的开发者。\n我们会和开发者一起为游戏建立独立的聊天房间，房间中会有不同主题的“频道”，你可以在好说的游戏房间里，找到志同道合的伙伴一起畅所欲言，在聊天频道中深度探讨某一话题。\n好说是为游戏玩家打造的社区，这里可以找到所有游戏的聊天室，寻找志同道合的游戏队友或伙伴。好说独特的有趣玩法——emoji轻回应，话题可“跟帖”，聚合游戏热点话题，支持多端登录，来好说，一起和伙伴们聊聊游戏和生活。\n\n\n一句话，这是中国最有discord之像的公司。当然，前提是中国能有discord。\n所以如果要讨论，就并不是讨论好说做得怎么样问题，而是中国能不能和怎样能有discord的问题。而这个问题又太长，所以我们不妨换个话题，“好说”考不考虑做成一个多用户随时参与随时退出的互动游戏平台？\n用户可以创建不同种类的游戏房间在里面进行PVE，其他用户可进入房间成为观众，更可以直接点击参与到房间的游戏中，与房主成为队友共同进行PVE或者与房主对战成为PVP。好说的创始团队作为前taptap的创始团队，相信有很多游戏的独立游戏开发者愿意与好说来合作开发定制这类社交互动游戏的。\n7、MEW\n\nMew 是一个分布式社交网络\n通过社区这一形式对互联网最底层的意义进行探索与还原\n我们坚信互联网的本质是人与人的连接\n是互通有无、是现实世界的解构与重塑\n当我们回归这一本质\n虚拟将获得实感，社区将注入生命，而群体也将拥有姓名\nTROPH\n北京时代传浮科技有限公司（Troph, Inc.）于2019年在北京成立\n是一家年轻的虚拟社交网络公司\n我们为了制作出具有革新性与社会价值的虚拟社交产品而相聚于此\n希望将创意与热情倾注到已在发生的未来中 ——构建出独一无二的虚拟世界\nTroph专注于为泛二次元和游戏玩家群体提供优质的社交服务\n致力于为每一位用户提供最优质的的使用体验\n使用先进的实时通讯技术为产品提供丰富而强大的功能\n目前通过去中心化的理念打造了独一无二的产品体验\n同时Troph也是一家非常重视技术开放的公司\n未来将会面向开发者提供更多技术服务，打造智能化的社交平台\n\n这是家隔着屏幕都能嗅到一股浓厚二次元味道的创业公司。产品上，有点复杂，我很难找到一个产品或一种概念去描述Mew。\n有wiki产品的味道，有贴吧Reddit的感觉，很早前Google还投过一家美国的二次元动漫社区，也有点类似，也有discord的东西在里面。\n能对Mew有这么多感受，说明我并不是它的核心用户，get不到它直击灵魂的点。也许是我没有加入到产品真正的用户群体中，就像现在如果是一个新用户去使用discord，也是一头雾水，不明白也不知道产品该怎么用怎么玩，这是需要人带的。\n8、Soul\n年轻人的社交元宇宙\nSoul是基于兴趣图谱和游戏化玩法的产品设计，属于新一代年轻人的虚拟社交网络。成立于2016年，Soul 致力于打造一个“年轻人的社交元宇宙”，最终愿景是“让天下没有孤独的人”。在Soul，用户可以无顾虑地表达自己，认知他人，探索世界，交流兴趣和观点，获得精神共鸣和认同感, 在交流中获取信息，并获得有质量的新关系。\n在Z世代带来的社交新浪潮下，Soul展现真实、有趣、温暖的社交面貌，不断满足年轻人的精神追求。\nSoul App用现实世界中不相识的用户在平台上的关系沉淀和留存为正样本，基于用户的社交画像和兴趣图谱，通过机器学习来推荐用户可能会产生的高质量的新关系。让每一个来到Soul的个体都可以被快速推荐到一些高维空间距离自己最近的人和内容，低成本地开启交流，获得高质量的关系。\n\n\nSoul在筹备美国IPO之际，临时到让人感觉就非常仓促的，把公司向着元宇宙概念去定义。所以Soul被很多人吐槽是最离谱的元宇宙概念公司，特别是Soul在喊出了元宇宙故事后，并没有向市场去解释Soul将如何探索实现社交元宇宙的方式，在产品上也没有看到一定的动作。当然，这跟产品用户规模已经很大了，产品基调很难改变也有关，但是总归要给市场一个合理的解释。\n比如对于主产品，最简单的，是在个人主页上设置一个avatar形象，毕竟这也算是“元宇宙入口”。或是至少，可以做一个什么新产品，去主打元宇宙的故事。\n陌陌开创了将IM即时聊天功能作为陌生人交友的主要产品手段，Soul是陌陌的继承者。但我们越发觉得，一是IM已经不适合陌生人交友了，效果和效率都很差，二是陌生人交友的形式需要进化和迭代，比如像是王者荣耀，比如剑网三。当然，这并不是说下一代的社交交友形式就一定非得是游戏。\n9、绿洲Oasis\n开启你的第二人生\n上海唯二网络科技有限公司，主打产品为“我的绿洲”。\n我的绿洲，是基于虚拟世界的社交网络，覆盖移动端、PC端、VR端，结合Unity、VR、AI等技术，专注打造一个“自由开放的VR世界”。\n核心团队为连续创业者，是一群为了梦想用于超越和挑战的人。目前团队已有几十人，并正在朝着海外市场进军，去建立遍布全球、具有世界眼界的超一流团队。\n即使没有编程基础，用户也可以自由的创建属于自己的角色和地图，甚至设计一个独立的游戏世界。\n\n\n绿洲Oasis真是一家强大的从VR时代活到了元宇宙时代的公司，而且如果再追溯的话，还有O2O时代。\n如果绿洲将来能做成用户一起在线欢聚开party，替代了线下KTV聚会场景，那绿洲Oasis真是完成了当年做一起唱的遗憾，还蛮具有传奇色彩的。\n新的绿洲Oasis主打市场是移动端，重点在做海外，好像有巴西还有北美什么的。这条路上还有很多优秀的其他公司，希望绿洲能够取得革命的成功。\n10、奇妙派对\n\n\n之前写互联网与游戏行业融合的文章里有写过奇妙派对，这里也不赘述了。\n11、Vyou\n突破次元壁\n连接虚拟世界和现实世界\n波粒子PoliQ 是一家专注于二次元虚拟社交世界的互联网创业公司，已经获得顶级风投的千万级天使轮投资。\n我们的核心技术是一套二次元虚拟人物形象自定义系统，以及虚拟人物脸部与身体动作驱动系统，我们正在基于这些技术打造一款虚拟Avatar的虚拟社交产品，先从轻量级手机App单点切入，最终成长为一个跨越Mobile/PC/VR/AR的多平台虚拟世界。\n我们认为虚拟世界有着积极的社会意义，同时也蕴含着巨大的商业机会，我们希望成为连接虚拟世界与现实世界的桥梁，让虚拟世界成为人们的一种生活方式。\n欢迎你来与我们一起构建这个有趣的虚拟世界。\n\n我们的团队\n我们团队来自小米、网易、完美世界、有妖气、360、HTC Vive、Virtuos等知名科技公司，在其中担任中高层管理岗位和资深研发岗位，平均10年的丰富从业经验。在教育经历上，我们团队来自北京大学、北京航空航天大学、GeorgeMason University、University of Calgary等国内外知名高校。此外，我们还有二次元社区以及二次元游戏的创业经验，没错，我们是由一群热爱二次元、动漫、游戏、VR的人所组成的团队。\n\n如果说Vyou，就是一家用户可以DIY创造个人avatar形象的公司，那感觉没什么好说的，avatar/捏脸已经几乎是元宇宙标配了。但上图的展示，简直是太棒了。如果说上图只是某个游戏中的人物建模截图，那确实没什么，但这几张图片，是普通用户可以通过Vyou提供的平台工具引擎自己生成的，这简直太漂亮了。\n与其他一登场就要做一个大而全、广而美的元宇宙世界公司不同，Vyou先切入了avatar形象这个刚需和所谓元宇宙入口，无论是未来跟其他公司合作还是自己建设平台与生态，都是很好的，二次元宅男（虽然我不确定Vyou的管理团队是否是这个属性）的审美还是在线的。\n特别是，具公开可查的报道资料，Vyou的创始人曾任小米VR/AR产品总监，在VR等领域有很深的工作经验与研究探索，这给Vyou这家公司带来更多无限的可能，如果大家体验过quest2，大家相信扎克伯格的话。\n12、随时online\n一起打造实时互动生态随时迈入全真互联网时代\n关于产品\n随时Online是一个让用户能够随时随地发起和参与社交活动的产品，我们致力于松建下一代互联网的基础设施，让每个用户都可以和亲朋好友随时见面、一起生活\nVR(虚拟现实)将会触手可及\n随着近年来实时音视频、3D内容生成、 VR/AR等领域的突破性进展，体验的线上化有了更多的可能性--办公、招聘、相亲、健身......大量原本线下才能进行的活动，都在线上得到了还原。随着物理和地理限制被打破，大量超现实的体验得以实现，云原生的虚拟生活将不再是幻想\n实时音视频是2D版本的VR\n基于技术成熟的曲线，我们的产品方案也制定了相应的路线图。目前团队着重聚焦于通过“地图”、“实时音视频”和“系列互动工具”打造更吸引用户的实时互动，完整地映射线下体验，提供更好的临场感。在未来，我们将基于虚拟现实的整体发展，通过高效的3D内容生成和实时互动打造更好的产品\n我们希望成为全真互联网时代的社交网络，通过数字化大量线下生活场景切入，逐步构建出超越现实的场景和体验。在这个产品中，我们能随时发现自己的朋友和新朋友，一起参与彼此的生活\n关于团队\n创始人&产品负责人：前阿里巴巴集团淘系高级产品专家、前美股上市公司BlueCity的业务负责人/副总裁\n联合创始人&技术负责人：前VaultDragon CTO、前ModelKu创始人兼CEO，曾就职于Uber等多家硅谷知名互联网公司，在3D图形图像领域有丰富的技术创业经验\n我们的团队背景多元：有人来自于QQ、Facebook、华为鸿蒙、拼多多、TikTok等知名互联网公司和团队，也有人来自于最右、音遇等新锐创业公司;有人毕业于 Yale、UC Berkeley、北京大学等世界顶级学府，也有人双非毕业、本科肄业、连续创业;有人从算法工程师转型产品，也有金融专业毕业的工程师\n\n我最近有想一个问题，做中国版Hopin的公司在哪，中国会有Hopin类的公司存在吗。\n刚刚在百度上用“虚拟活动平台”和“实时在线活动平台”作为关键词搜索了下，抓取到的几家公司，都不是Hopin这类公司。\n\nHopin成立于2019年，兴起于疫情之下的2020~2021年。简单来说，Hopin希望做的和在解决的是将一切线下活动还原到线上，通过实时在线方式解决。\n企业级直播公司，跟Hopin的概念很像，但前者是将活动通过直播的形式展现给观众，甚至观众也能互动，但后者是真正将线下的活动搬到了线上来举办，不需要线下，这是根本性上的不同。\nHopin尽管自己没有去向元宇宙方向去靠拢，但这是最有所谓元宇宙感觉的业务模式之一，从根本上改变了未来人们的工作/生活方式，将人类进一步向线上迁徙。\n14、超参数科技\n打造有生命的AI，重新定义AI与人的关系\n我们坚信通用人工智能（AGI）诞生于AI与高智能虚拟世界的不断交互中。超参数科技依托在深度学习、强化学习、大系统工程领域的领先能力和丰富经验，致力于构建高智能虚拟世界，加速AI在其中学习与进化的过程，并将成果反哺于现实世界。\n超参数科技成立于2019年初，我们致力于构建高智能虚拟世界，加速AI在其中学习与进化的过程，并将成果反哺于现实世界。\n通过使AI具备复杂环境感知、博弈与决策、合作与竞争、生存与进化、理解与创造等多方位能力，我们已经为数十家行业客户或机构带来巨大商业价值。\n超参数科技获得五源资本、高榕资本千万美元A轮投资。\n创始人 刘永升\n原腾讯AILab总经理、T4技术专家\n围棋AI“绝艺”、王者荣耀AI“绝悟”团队负责人\n团队成员\n核心成员来自腾讯、百度、商汤、网易、IBM等知名科技企业，在深度学习、强化学习、大系统工程领域积累了丰富经验，同时也持续吸引来自北京大学、中科院、复旦大学、香港大学、宾夕法尼亚大学、俄勒冈州立大学等顶尖学府的学生。\n\n\n技术驱动的创业公司真的很酷，当然，对于超参数的挑战也有很多。比如说超参数到底是成为一家纯粹的技术公司，给其他游戏公司提供服务，还是未来会成为一家技术驱动的游戏公司，开发和经营自己的游戏与生态。\n目前来看，AI在游戏上应用最成功的领域其实是棋牌类游戏，比如playtika实际上就是一家以AI技术能力为核心优势的游戏公司。\n14、元象唯思\n一元复始，万象更新。\n我们从一个新的故事开始，并坚信在未来的故事，大千万象由你定义。\n元象（XVerse）将前沿科技，特别是人工智能、云渲染、视频编解码与大系统工程等，引入数字世界生成的过程中，在线上线下为消费者提供前所未有的交互体验。\n我们相信下一代数字世界将是逼真、沉浸、智能和开放的，将打破文字、图片和视频等传统内容交互的束缚。我们需要创新的方法和路径，才能到达未来。\n元象创始人为前腾讯高管，团队来自腾讯游戏、Adobe、微软、IBM、麦肯锡等公司。我们正在开发三维重建、数字人、虚拟现实引擎、沙盒游戏平台等创新产品与解决方案，帮助设计师和开发者创造面向未来的交互体验，期待志同道合的伙伴加入。\n一元到万象，即将由你开创。\n\n\n这也是非常技术驱动的创业公司，创始人作为腾讯集团原副总裁、AI LAB院长，凭团队就获得了4000万美元天使投资，这在互联网投资领域是很少见的。\n不过让我意外和注意的是，打开公司的官网，出现了如下的提示图：\n\n下一代交互，这个概念在最近看到的关于元宇宙的内容中，很少有提及，所以会意外。不过昨天，刚有一家做新一代操作系统研发的公司，宣布连续获得金沙江和源码近亿元的A及A+轮融资。\n我们现在，无论是跟PC计算机还是跟手机，交互方式太原始了，一直没有进化，而这理应有所改变。罗永浩的TNT虽然是个笑话，但这只是一个脚步。据说锤子科技要做TNT，是张一鸣随口说的一句觉得现在硬件产品的交互体验太差了，要是有个TNT这样的产品就好。\n15、一起doing\n元宇宙是高度沉浸式的用户在线上完成某些行为，但高度沉浸是有难度的，所以若是作为过渡，找一个中间态，让用户在线上某个什么平台一起做点什么，便可能是一个解。\n最早做一起doing这种行为的，应该属于直播公司，用户一起在线上观看某些内容，包括唱歌跳舞、打游戏、和看电影。后来有个叫微光App的产品，将用户一起在线上看视频这个场景单独抽离出来，并且加强了产品的社交属性。\n元宇宙概念兴起之下，real time communication的概念开始得到广泛传播，就有一些照着微光抄的产品（借鉴）开始叫实时在线活动平台了，甚至有的还叫视频版ZOOM。真正视频版的ZOOM，在美国多家公司确实在做了，而且发展很快，但这些公司是真正的视频化ZOOM，而非套概念公司。\n\n总结1\n数字世界与现实世界早已在融合，元宇宙概念的提出其实并不意外。\n特别是把元宇宙，看做是O2O到OMO，再到更进一步的升级。\n20年前，我们需要“去上网”（指去网吧），上网=聊QQ和打游戏。\n现在，PC尤其是手机和4G普及，我们随时即时在线。\n未来，“我们就在那个世界”。\n从用户端看，元宇宙是10/15/20后人类的“产品应用”。\n在现在的我们看来，微信替代短信，网购替代线下购物，\n而在未来，新人类的互联网化或者说数字化会更强，比如虚拟见面大规模替代线下见面。\n那种完全的沉浸式的头号玩家世界，或者雪崩里的数字世界，暂时来看一种愿景。\n就像人类航空航天技术的发展，虽然距离星际移民还很远，但也在发展着。\n最近很多媒体拿刘慈欣早年写的一篇科幻短文来讽刺扎克伯格的元宇宙计划，对真实世界真实宇宙的航行与征服是星辰大海，向元宇宙虚拟精神世界去钻营，是一种人类的退化。\n先不论哪种观点更伟大，在虚拟精神世界给人类创造繁荣就真的比飞向太空要差吗，尤其是对于普通人，所有人。什么是真实，什么是虚拟，现实世界不也是一段信号传导到大脑进行模拟吗？如果有梦境中的完美世界可以不用醒来，醒来就要面对现实生活的苦难与险恶，那为什么还要醒来？当然，电影或小说或游戏中的解释是现实中你不是一个人，你还有亲情、友情和爱情，但假如这所有的一切羁绊也完全都转移到虚拟的世界，而且这些羁绊的背后不是NPC就是其他现实人类，那还要醒来吗？\n刘慈欣是挺伟大的，但大刘只是小说家，甚至算不上哲学家、社会学家吧，而扎克伯格，是企业家。虽然资本家是毒害，是恶棍，但我们不能抹杀这些伟大的科技公司给人类提供了或便利或美好的生活，虽然这其中它们博取了巨大的超额利益或者是从中有一定的作恶行为。\n所以用一位小说家的观点去讽刺和抗争一位企业家准备全身心去all-in的一件事情，这种社会现象还蛮有趣的。\n总结2\n有两个跟元宇宙概念相关的重要行业我没有写，一个是硬件及相关产业，二个是区块链行业，因为了解不深，所以就不展开写了。但不是不看好，相反认为其很重要，所以在这里解释说明下。\n关于元宇宙，我分了互联网元宇宙与游戏元宇宙。\n互联网元宇宙，可以再分三类，虚拟活动平台、实时在线平台、远程办公/通讯协作工具。\n游戏元宇宙，主要满足UGC/AIGC、低代码开发等主要特点。\n所以在以上分类下，对文章提及的公司做了如下分类：\n\n疫情之下，海外兴起了一批定义未来人类工作和生活方式的平台，尤其是在远程办公/通讯协作工具上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199787276,"gmtCreate":1620734653395,"gmtModify":1634196750665,"author":{"id":"3583623640057816","authorId":"3583623640057816","name":"zhitaophd","avatar":"https://static.tigerbbs.com/172e2ea6fc20083c281fb2fe26b8a43a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623640057816","idStr":"3583623640057816"},"themes":[],"htmlText":"The whole tech stocks all drops a lot~ [捂脸] ","listText":"The whole tech stocks all drops a lot~ [捂脸] ","text":"The whole tech stocks all drops a lot~ [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199787276","repostId":"2134763656","repostType":2,"repost":{"id":"2134763656","kind":"highlight","pubTimestamp":1620701100,"share":"https://www.laohu8.com/m/news/2134763656?lang=&edition=full","pubTime":"2021-05-11 10:45","market":"us","language":"en","title":"3 Cathie Wood Stocks That Could Deliver Bigger Gains Than Dogecoin","url":"https://stock-news.laohu8.com/highlight/detail?id=2134763656","media":"Motley Fool","summary":"Each of these stocks is poised to profit from major trends.","content":"<p>Brace yourself for an even greater buzz for <b>Dogecoin</b> (CRYPTO:DOGE) after Elon Musk hosted <i>Saturday Night Live</i> over the weekend. Musk is <a href=\"https://laohu8.com/S/AONE\">one</a> of the most visible -- and vocal -- fans of the cryptocurrency.</p><p>So far this year, Dogecoin's price has skyrocketed by nearly 9,600%. By comparison, widely followed investor Cathie Wood has seen most of her usually high-flying ARK exchange-traded funds (ETFs) sink into negative territory year to date.</p><p>Is Dogecoin destined to leave Wood in the dust? Not necessarily. Here are three of her favorite stocks that could deliver bigger gains than Dogecoin.</p><h2>Sea Limited</h2><p>Many Americans aren't familiar with <b>Sea Limited </b>(NYSE:SE). But if you live in Southeast Asia or Latin America, chances are you're a fan of the company's <i>Free Fire</i> mobile game. It's the highest-grossing mobile game in the fast-growing regions.</p><p>Sea Limited is a gaming stock with a killer advantage. Free Fire doesn't cost anything to download. However, players pay to buy additional weapons or enhance their characters. That personal investment makes them more likely to keep playing. And it generated over $2 billion in revenue for Sea Limited last year.</p><p>The stock ranks as the No. 10 holding in Wood's <b><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> and is No. 18 in her flagship <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b>. But Sea Limited isn't just an internet gaming stock; it's also a fast-growing fintech stock. It claims the No. 2 spot in the <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b>.</p><p>Sea Limited's e-commerce revenue more than doubled in 2020. The company's Shopee platform is the largest e-commerce site in Indonesia. Thanks to Shopee's success, the SeaMoney digital wallet is gaining momentum in Southeast Asia.</p><p>No, I don't think that Sea Limited is going to generate a 9,600% return over the next few months or even the next few years. However, I doubt that Dogecoin will be able to do so either. With its strong gaming, e-commerce, and digital payments businesses, though, I wouldn't be surprised in the least for Sea Limited to be a bigger winner than Musk's favorite cryptocurrency over the next decade.</p><h2>Square</h2><p>If you want to invest in a stock that's benefiting from the increased adoption of cryptocurrency, <b>Square</b> (NYSE:SQ) is a great pick. The company just announced fantastic Q1 results. Its revenue soared more than 260% in large part because of Square's support for a rival to Dogecoin -- the even more popular cryptocurrency <b>Bitcoin</b>.</p><p>Wood has liked Square for quite a while, although she's sold some shares in recent months. However, the stock remains the top holding in the ARK Fintech Innovation ETF. It's also No. 4 in both the ARK Next Generation Internet ETF and the ARK Innovation ETF.</p><p>My view is that Square is only scratching the surface of its potential. The company continues to make its seller ecosystem stickier (and more profitable) by rolling out new products and services. I'm especially optimistic about Square's entrance into the banking arena.</p><p>There's arguably an even greater opportunity with Cash App. The app's support for Bitcoin has been a huge growth driver. Look for Square to keep adding to the features for Cash App. Who knows, it might even include Dogecoin in the mix in the not-too-distant future. Even that's not in the cards, I expect that Square will make a lot of money for investors who buy and hold the stock.</p><h2>Teladoc Health</h2><p><b>Teladoc Health</b> (NYSE:TDOC) has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Wood's biggest losers of 2021 so far. But she's continued to add to her positions in the virtual care leader in several of her ETFs. Teladoc ranks as the top position in the <b>ARK Genomics Revolution ETF</b>. It's No. 2 in the ARK Innovation ETF and No. 3 in the ARK Next Generation Internet ETF. Teladoc even ranks No. 32 in the ARK Fintech Innovation ETF.</p><p>Why is Wood such a big believer in the beaten-down stock? She fully expects that virtual care will be much bigger in the future than it is today. And she's convinced that Teladoc will remain the top player in this market. I suspect Wood is right.</p><p>She and I aren't the only ones that think the virtual care market will grow significantly. Global consulting firm McKinsey & Company projects that the U.S. virtual care market will reach $250 billion annually after the pandemic ends. To put that figure into perspective, Teladoc projects revenue of around $500 million this year -- and it's the biggest virtual care provider.</p><p>While Dogecoin started out as a joke, Teladoc has focused on the serious task of improving healthcare from its early days. Maybe the virtual care stock won't outperform Dogecoin over the long run, but I wouldn't bet against it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Stocks That Could Deliver Bigger Gains Than Dogecoin</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n3 Cathie Wood Stocks That Could Deliver Bigger Gains Than Dogecoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 10:45 GMT+8 <a href=https://www.fool.com/investing/2021/05/10/3-cathie-wood-stocks-that-could-deliver-bigger-gai/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Brace yourself for an even greater buzz for Dogecoin (CRYPTO:DOGE) after Elon Musk hosted Saturday Night Live over the weekend. Musk is one of the most visible -- and vocal -- fans of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/10/3-cathie-wood-stocks-that-could-deliver-bigger-gai/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","TDOC":"Teladoc Health Inc.","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/05/10/3-cathie-wood-stocks-that-could-deliver-bigger-gai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134763656","content_text":"Brace yourself for an even greater buzz for Dogecoin (CRYPTO:DOGE) after Elon Musk hosted Saturday Night Live over the weekend. Musk is one of the most visible -- and vocal -- fans of the cryptocurrency.So far this year, Dogecoin's price has skyrocketed by nearly 9,600%. By comparison, widely followed investor Cathie Wood has seen most of her usually high-flying ARK exchange-traded funds (ETFs) sink into negative territory year to date.Is Dogecoin destined to leave Wood in the dust? Not necessarily. Here are three of her favorite stocks that could deliver bigger gains than Dogecoin.Sea LimitedMany Americans aren't familiar with Sea Limited (NYSE:SE). But if you live in Southeast Asia or Latin America, chances are you're a fan of the company's Free Fire mobile game. It's the highest-grossing mobile game in the fast-growing regions.Sea Limited is a gaming stock with a killer advantage. Free Fire doesn't cost anything to download. However, players pay to buy additional weapons or enhance their characters. That personal investment makes them more likely to keep playing. And it generated over $2 billion in revenue for Sea Limited last year.The stock ranks as the No. 10 holding in Wood's ARK Next Generation Internet ETF and is No. 18 in her flagship ARK Innovation ETF. But Sea Limited isn't just an internet gaming stock; it's also a fast-growing fintech stock. It claims the No. 2 spot in the ARK Fintech Innovation ETF.Sea Limited's e-commerce revenue more than doubled in 2020. The company's Shopee platform is the largest e-commerce site in Indonesia. Thanks to Shopee's success, the SeaMoney digital wallet is gaining momentum in Southeast Asia.No, I don't think that Sea Limited is going to generate a 9,600% return over the next few months or even the next few years. However, I doubt that Dogecoin will be able to do so either. With its strong gaming, e-commerce, and digital payments businesses, though, I wouldn't be surprised in the least for Sea Limited to be a bigger winner than Musk's favorite cryptocurrency over the next decade.SquareIf you want to invest in a stock that's benefiting from the increased adoption of cryptocurrency, Square (NYSE:SQ) is a great pick. The company just announced fantastic Q1 results. Its revenue soared more than 260% in large part because of Square's support for a rival to Dogecoin -- the even more popular cryptocurrency Bitcoin.Wood has liked Square for quite a while, although she's sold some shares in recent months. However, the stock remains the top holding in the ARK Fintech Innovation ETF. It's also No. 4 in both the ARK Next Generation Internet ETF and the ARK Innovation ETF.My view is that Square is only scratching the surface of its potential. The company continues to make its seller ecosystem stickier (and more profitable) by rolling out new products and services. I'm especially optimistic about Square's entrance into the banking arena.There's arguably an even greater opportunity with Cash App. The app's support for Bitcoin has been a huge growth driver. Look for Square to keep adding to the features for Cash App. Who knows, it might even include Dogecoin in the mix in the not-too-distant future. Even that's not in the cards, I expect that Square will make a lot of money for investors who buy and hold the stock.Teladoc HealthTeladoc Health (NYSE:TDOC) has been one of Wood's biggest losers of 2021 so far. But she's continued to add to her positions in the virtual care leader in several of her ETFs. Teladoc ranks as the top position in the ARK Genomics Revolution ETF. It's No. 2 in the ARK Innovation ETF and No. 3 in the ARK Next Generation Internet ETF. Teladoc even ranks No. 32 in the ARK Fintech Innovation ETF.Why is Wood such a big believer in the beaten-down stock? She fully expects that virtual care will be much bigger in the future than it is today. And she's convinced that Teladoc will remain the top player in this market. I suspect Wood is right.She and I aren't the only ones that think the virtual care market will grow significantly. Global consulting firm McKinsey & Company projects that the U.S. virtual care market will reach $250 billion annually after the pandemic ends. To put that figure into perspective, Teladoc projects revenue of around $500 million this year -- and it's the biggest virtual care provider.While Dogecoin started out as a joke, Teladoc has focused on the serious task of improving healthcare from its early days. Maybe the virtual care stock won't outperform Dogecoin over the long run, but I wouldn't bet against it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
