国泰君安：元宇宙时代序幕即将开启推荐腾讯、B站、Roblox等_老虎社区_美港股上老虎

国泰君安：元宇宙时代序幕即将开启推荐腾讯、B站、Roblox等

国泰君安2021-10-21

VR设备普及在望、NFT加速出圈、Roblox展现了商业化可行性，元宇宙或加速到来。　　元宇宙是基于下一代网络技术搭建的全新生态，终端设备是通向元宇宙的接口，区块链是元宇宙经济体系的核心，创作者是建设元宇宙生态的工程师。基于以下三点，我们认为元宇宙到了爆发期：　　1)终端：Facebook Oculus在提升性能、降低售价后实现强劲增长，字节收购Pico后有望依托资本、内容与运营优势加速国内VR...

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鹿心斯坦森
·2021-10-22
VR喊了有七八年吧，市场也没什么动静[开心]
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