史上最猛概念！指数3天暴涨30% 原创 辣笔小强 东方财富网
The biggest concept in history! The index surged by 30% in three days.
这几天，元宇宙概念突然火爆，概念指数3天暴涨30%，现在更是到了随便一句话就能促发股价飙涨的地步。有机构表示，元宇宙仍在雏形期，相关产品距离实现还有很长的距离，要警惕概念炒作，毕竟过往一地鸡毛的情况太多了。
In the last few days, the concept of the meta-cosmos has suddenly burst and the concept index has risen by 30% over three days, and it has now reached a point where stock prices can be boosted by one word or another. There are institutions that say that the meta-cosmos is still in its infancy, that there is still a long way to go from the product to the product, and that caution should be exercised about the concept, after all, that there are too many cases of chicken hair in the past.
01
元宇宙概念持续火爆
The concept of the Won-Cosmos continues to explode.
要说现在什么概念最火，元宇宙说第二，那绝对没人敢说第一。就在今天，元宇宙概念继续爆发，全天指数大涨14.7%，堪称创造历史，毕竟印象中此前再火爆的概念，也难见单日涨幅超过10%的情况。
To say what's the hottest concept, Yuan cosmos says second, and no one dares to say first. Today, the concept of Yuan cosmos continues to erupt, with an all-day index rise of 14.7%, which is what makes history. After all, it is hard to imagine that the concept of a single increase of more than 10% per day.
此外，随着元宇宙的爆发，今天涨幅靠前的概念中，云游戏、手游概念、网络游戏、增强现实、虚拟现实等相关概念也是集体爆发。
In addition, with the eruption of the meta-cosmos, the concepts of cloud games, hand-walking concepts, network games, enhancing reality, virtual reality and so on are among the concepts that are on the rise today.
事实上，自本周一开始，元宇宙概念已连续暴涨3天，概念指数累计涨幅高达30.46%，除今天大涨14.7%外，周一指数大涨6.52%，周二也大涨6.78%。个股而言，当前的17家概念股，今天有6家公司是涨停的，其中5家是20CM大号涨停，另有5家公司则涨超10%。
In fact, since the beginning of this week, the concept of the meta-cosmos has risen three days in a row, with a cumulative increase of 30.46 per cent in the concept index, with a sharp increase of 6.52 per cent on Monday and 6.78 per cent on Tuesday, in addition to today’s 14.7 per cent increase. In terms of shares, the current 17 concept units, with six companies today, five of them 20CM, have risen by more than 10 per cent.
02
一个回复
A reply.
20CM涨停
20CM up and down.
随着元宇宙概念的爆发，市场惯有的“蹭热点”戏码也再次上演，而且效果奇佳。
As the concept of the meta-cosmos broke out, the usual “hot spots” of the market appeared again, with remarkable results.
好比创业板公司汤姆猫（主营“会说话的汤姆猫家族”IP相关业务），在今天下午1点17分左右，在互动平台回复投资者提问时表示，公司坚定看好元宇宙发展方向，已经成立了元宇宙方向的专项工作组，协调境内外的研发团队，对特定品类的产品进行概念开发与立项工作。
In response to investors' questions this afternoon at around 1.17 p.m., the Enterprise's Tom Cat, “The Talking Tom Cat Family” business, stated that the company was firmly committed to the direction of the meta-cosmos and had set up a dedicated working group on the direction of the meta-cosmos to coordinate research and development teams both within and outside the country and to conceptualize and project specific products.
受此影响，汤姆猫今天本来平淡无奇的走势，突然就是直线拉升，很快便封死涨停板，一度有超过100万手封单封死涨停，至收盘时仍有34.1万手封单封死涨停，按最新收盘价4.06元计算，约合1.39亿元资金。
As a result of this, Tom's cat is on a flat course today. Suddenly, it's on a straight upward spiral. It quickly closes and closes. At one point, more than 1 million hand seals were sealed and stopped. At the time of the closing, 341,000 hand seals were closed and suspended, amounting to approximately $139 million at the latest collection price of $4.06.
盘后龙虎榜数据显示，今天深股通净买入了3039.72万元，居买二席位。买一是财通证券杭州上塘路，净买入金额为4404.39万元。
According to the list, 30,397.2 million dollars is bought for two seats today by deep equity companies. One is on Humpton Road in Hangzhou, with 444,439 million dollars in net purchases.
而盘后，深交所也对汤姆猫下发了关注函，要求公司就主营业务、主要产品与元宇宙概念的关联性等问题进行说明。
At the end of the round, a letter of concern was sent to Tom's cat, requesting clarification from the company on the relevance of the main business, the main product and the meta-cosm concept.
03
有个股走了倒V
One of the shares went down to V.
和汤姆猫相似的还有星辉娱乐（主营游戏、足球俱乐部和玩具业务，控股西班牙人足球俱乐部），公司在下午2点半前不久在互动平台回复投资者提问时表示，融合VR、AR、云计算等新技术的元宇宙游戏，能实现实体世界与虚拟世界的深度联通，给玩家带来沉浸式的游戏体验，是游戏发展的新阶段。
Similar to Tom's cat, Starfleet Entertainment (principal games, football clubs and toy business, holding Spanish football clubs), the company, responding to investors' questions on interactive platforms shortly before 2:30 p.m., said that a meta-cosm game combining new technologies, such as VR, AR, cloud computing, would bring the physical world to the depth of the virtual world, bringing players a immersional game experience and a new stage in game development.
首次影响，星辉娱乐的股价也是快速拉升，一度涨超19%，最高触及3.96元，离涨停价3.97元只相差1分钱。不过此后，星辉娱乐的股价快速走低，至收盘时只上涨11.48%。
For the first time, the share price of Starfleet entertainment also rose rapidly, rising by over 19 per cent at a time, reaching a maximum of $3.96, which is only one cent off the price of $3.97. Since then, however, the share price of Starfleet entertainment has fallen rapidly, rising by only 11.48 per cent at the time of the cut-off.
04
龙头连续2天涨停
Two days in a row.
至于本轮元宇宙概念的龙头，中青宝继昨日涨停后，今天直接一字板涨停，最新市值31.09亿元。
With regard to the long line of ideas on the universe of the current round, the Chinese Qingbao had risen and stopped today, with a new market value of $3,309 million.
资料显示，中青宝是国内最早从事网络游戏开发、运营及发行为一体游戏公司之一，也是中国首支A股上市游戏公司，以爱国题材红色网游、手游以及云游戏为支柱。
According to the data, Qingbao is one of the country's first players in the development, operation and conduct of online games. It is also one of China's first A-stock listed game companies, which is underpinned by patriotic red net, hand-to-hand and cloud games.
而中青宝连续两天的涨停，市场人士普遍认为和周一的一则消息有关。当天，中青宝在其官方微信号上表示，公司将推出虚拟与现实梦幻联动模拟经营类的元宇宙游戏《酿酒大师》。
For two days in a row, the marketers generally agree with Monday’s news. On the same day, China said on its official microscopic signal that the company would launch a meta-cosmographer, a virtual-real-dream simulation-type meta-cosmos game.
而至今天收盘的时候，仍有14.3万手封单封死涨停，按最新收盘价11.81元计算，约合资金1.69亿元。
At the time of the closing today, there were still 143,000 hand seals, amounting to approximately $169 million at the latest collection price of $11.81.
不过，从盘后龙虎榜数据来看，买卖中青宝的都是营业部席位，净买入最多的是财通证券杭州上塘路，3日净买入6258.3万元。
However, based on the data from the top of the list, Singbao was bought and sold by the Ministry of Commerce, with the largest net buy-in in Hangzhou, a treasury security, and a net buy-in of $6,6583,000 for three days.
05
歌尔股份创历史新高
Gale's shares are at an all-time high.
此外，在目前的元宇宙概念股中，还有歌尔股份这一家千亿巨头。今天，歌尔股份也是强势涨停，股价则是再创历史新高。不过从盘后龙虎榜数据来看，深股通净卖出6.84亿元，是日内上榜龙虎榜个股中，外资净卖出最多的公司。
Today, Gore shares are also strong and flat, and the stock price is at an all-time high. But, based on data from the bottom of the list, deep shares sold 684 million dollars, the largest single stock in Japan.
06
提及元宇宙超过500次
It's more than 500 times in the universe.
除了这种概念股股价的直观感受外，近来沪深交易所的互动平台上，关于元宇宙的问答也是相当热闹。
In addition to this intuitive sense of the conceptual share price, the question-and-answer session on the meta-cosmos has been quite lively on the interactive platform of the deep exchange in recent times.
搜索发现，至截稿时，9月6日以来的不到三天时间，在投资者问答中，“元宇宙”这三个字在两市互动平台上合计出现502次，其中深交所互动易464次，上交所e互动38次。
The search found that in less than three days since 6 September at the time of the deadline, the words “metacos” appeared together 502 times on the interactive platform of the two cities, of which 464 were easy to interact with and 38 were handed over to the e.
07
元宇宙到底是啥？
What the hell is Yuan cosmos?
对于部门股民来讲，可能光知道元宇宙概念十分火爆，但元宇宙到底是个啥，可能还不太清楚。
For sector shareholders, the concept of the meta-cosm may be hot, but what the universe is, it may not be clear.
百度百科显示，元宇宙即metaverse，其中meta表示超越，verse是宇宙universe的意思， 合起来通常表示，互联网的下一个阶段， 由AR（增强现实），VR（虚拟现实），3D等技术支持的虚拟现实的网络世界。
The encyclopedia shows that the metaverse is the metaverse, in which Meta means beyond what the universe means, and the verse is the universerse, which together usually means that the next phase of the Internet is a virtual reality world supported by AR (enhanced reality), VR (virtual reality), 3D, etc.
资料显示，元宇宙（metaverse）这个概念最早由美国科幻作家尼尔·斯蒂文森在1992年的小说《雪崩》中创造。根据小说的描述，未来的人们在一个沉浸式数字世界中，以虚拟替身的形式相互交流。
The data show that the concept of metaverse was first created by the American science fiction writer Neil Stevenson in the 1992 novel Avalanche. According to the novel, people of the future interact in a immersed digital world, in the form of virtual doubles.
而三年前，斯皮尔博格执导的《头号玩家》，就为观众呈现出一个惊艳的虚拟世界：未来的人们通过头盔等外设，将自身意识与平行于现实世界的虚拟空间相连接，也就是游戏“绿洲”，视觉、听觉、触觉、嗅觉、味觉甚至性刺激，都可以在游戏中体会到。
And three years ago, Spillberg's number-one player presented the audience with an amazing virtual world: people in the future connected their consciousness to virtual space parallel to the real world, the game “Oasis”, where vision, hearing, touch, smell, taste and even sexual stimuli can be seen in the game.
从最新市场炒作的方向，以及业内人士的表述来看，“绿洲”这个虚拟空间完全符合元宇宙的标准。
The “Oasis” virtual space is fully in line with the standards of the meta-cosmos, based on the direction of the latest market booms and the representations of practitioners.
08
谨防概念炒作
I'm not afraid of the concept.
那么，当下爆炒的元宇宙概念，未来的前景究竟如何呢？还是像区块链、网红直播等概念一样，在经过一轮疯狂炒作后，最终是一地鸡毛。
So, what is the future of the now-exploited meta-cosm idea? Or, like block chains, web-red broadcasts and so on, it turns out to be a rooster, after a frenzy of frenzy.
首先，技术更加成熟。东吴证券指出， AR/VR等技术日趋成熟，搭建元宇宙的进出通道：AR/VR从技术上解决了虚拟世界与现实世界交互进出的问题，技术的成熟伴随着价格下调和市场普及，AR/VR将变得更加容易获得和使用，技术的提升也使得用户体验不断完善，5G、云计算、区块链等技术的发展也为搭建元宇宙虚拟世界提供了支持。
First of all, the technology is more mature. According to East Wu Securities, technologies such as AR/VR are becoming more sophisticated, providing access to the meta-cosm: AR/VR technically solves the problem of the interface between the virtual world and the real world, technological maturity is accompanied by price belows and market penetration, AR/VR will become easier to access and use, technology upgrades will also enable users to experience and technological developments such as 5G, cloud computing, block chains and so forth support the creation of the meta-cosm virtual world.
其次，发展进入快车道。天风证券认为，2020-2021年将成为虚拟现实驶入产业发展快车道的关键发力时窗，目前全球处于部分沉浸/ 成长培育期。Metaverse概念以虚拟现实硬件段及内容端作为技术基础，有助于实现虚拟现实产业两端协同发展。
The Skywind Securities believe that the period 2020-2021 will be a critical time window for virtual reality moving into the fast track of industrial development, and that the world is now partially immersed in/emerging. The Metaverse concept, based on virtual reality hardware and content, will help to create synergies between the two ends of the virtual reality industry.
据天风证券计算，全球虚拟显示市场规模近千亿，AR与内容应用成为首要增长点。20年全球虚拟现实市场规模约 为900亿元人民币，其中VR市场620 亿元，AR市场280亿元，预计2020- 2024五年期间虚拟现实产业规模年均 增长率约为54%，其中VR增速约45%、 AR增速约66%，2024年两者份额均为 2400亿元人民币。
According to Skywind Securities, global virtuals show a market size of nearly 100 billion, and AR and content applications become the primary growth point. The global virtual real market size for 20 years is about RMB 90 billion, of which the VR market is 62 billion, the AR market is 28 billion, and the average annual growth rate of the virtual real industry is expected to be about 54 per cent for the five-year period 2020-2024, with an increase of about 45 per cent in VR, an increase of about 66 per cent in AR and a share of RMB 240 billion in 2024.
不过也有业内人士提醒，元宇宙仍在雏形期，目前市场上的相关产品距离实现这一概念还很远，警惕概念炒作。华安证券发布的研报也指出，目前AR和VR设备仍然存在缺陷，在当前的5G技术下，一旦设备运行时间过长，世界过于宏大，就会出现视觉上的纱窗效应和眩晕感。
However, industry also warns that the meta-cosmos is still in its infancy, and that the relevant products on the market are still far from realizing the concept and are wary of the concept. According to a paper published by Hwa'an, the AR and VR devices are still defective and, under the current 5G technology, the world is too big to see, once the equipment is running for too long, there is a visual window effect and a sense of dizziness.
仅供投资者参考，不构成投资建议
For investors only and does not constitute an investment proposal
原标题：《史上最猛概念！指数3天暴涨30%》
Original title: The greatest concept in history! The index surged by 30% in three days.
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