随着信息技术不断发展,各种新兴网络概念也开始兴起,其中就包括已经备受大家重视的元宇宙;在元宇宙中,现实世界和虚拟世界能够交互映射,这一具有未来性和科技性的产业吸引了许多公司进行研究;那么目前比较有名的元宇宙概念股龙头有哪些呢?下面的文章将对此进行简单介绍。
As information technology continues to evolve, new and emerging network concepts have emerged, including the meta-cosmos, which has received much attention; in the meta-cosmos, where the real and virtual worlds can be interactively mapd, a future and technological industry that attracts many companies to carry out research; and what is the leader of the more famous meta-cosm concept now?
2022元宇宙产业链
$2022 cosmopolitan industrial chain
最新的元宇宙产业链包括基础设施、硬件/操作系统、底层构架、人工智能和内容场景五个部分。
The latest meta-cosmos industry chain of
基础设施:元宇宙将包含大量的数据,同时低时延的特性导致其需要强大的算力和数据通讯设施支持。具体应用为IDC、算力和通讯。IDC相关企业包括数据港、科华据、佳力图等;算力相关企业包括NVDIA、AMD、INTEL、 ARM、TESLA、 AMAZON、 GOOGLE、 阿里、腾讯等;通讯相关企业包括中兴通讯、华为、中国移动、中国电信、亨通光电、中天科技等。
Infrastructure: The meta-cosm will contain a large amount of data, while low-time properties will require strong computing and data communication facilities to support them. This will be applied to IDCs, arithmetic and communications.
硬件/操作系统:用户链接元宇宙的硬件入口,类似于上一代的智能手机和上上代的电脑,目前以AR、VR眼镜为主。具体应用包括科技巨头、芯片、显示模组、光学器件和其他领域。芯片的相关企业有NVIDIA、AMD、QUALCOM、 华为、台积电、全志科技、瑞芯微等;显示模组的相关企业包括LG、 京东方、TCL科技、歌尔股份等;光学器件的相关企业包括舜宇光学、韦尔股份、格科微、兰特光学、联创电子、水晶光电、高伟电子等。
底层构架:是通过引擎、区块链等技术,为创作者提供设计工具,创作平台,为元宇宙提供稳定的经济系统。具体应用体现在3D引擎/开发平台、区块链和数字孪生。3D引擎/开发平台相关的企业有UNITY、EPIC、 OMNIVERSE、HAVOK、VISE、 CRYENGI NE3、RAGE ENG INE等;区块链相关企业包括AMAZON、1BM、 ORAVLE、 MENLO ONE、 COINBASE、 恒生电子、新晨科技、海联金汇、神州信息等;数字孪生相关企业有赛摩智能、今天国际、能科股份、东方国信等。
bottom structure: provides creators with design tools and creative platforms to provide stable economic systems for the meta-coastal universe through technology such as engines and block chains. The applications are found in 3D engines/development platforms, block chains and digital symmetry . 3D engines/development platforms are associated with UITY, EPIC, OMNIVERSE, HAVOK, VISE, CRYENGINENE, RAGE ENNE, etc.
人工智能:AI正从“感知”到“认知”过度,元宇宙时代,AI将代替人发挥关键的生产要素作用。具体应用包括视觉识别、语言处理、智能交互和开源平台。视觉识别的相关企业包括商汤科技、旷视科技、云从科技、大华股份、科创信息、神思电子等;语言处理的相关企业包括依图科技、搜狗、思必驰、云知声、拓尔思、神州泰岳、SOUNDHOUND等。智能交互的相关企业有科大讯飞、百度和小米等。开源平台的相关企业有GOOGLE、F ACEBOOK、百度等。
artificial intelligence
内容场景:即元宇宙终端应用,抢夺用户时长的C端娱乐、社交先行,未来将包含如办公、工业、医疗等更广泛的B端应用场景。具体应用领域包括游戏、视效内容、社交和To B端。游戏的相关企业包括SONY、NINTENDO、MICROSOFT、 VALVE、网易、米哈游、完美世界、宝通科技等。视效内容的相关企业有爱奇艺、芒果超媒、恒信东方等。社交的相关企业包括FACEBOOK、腾讯、ROBLOX、 ALTSPACE、 字节跳动、哔哩哔哩等。To B端的企业包括视觉中国、丝路视觉、风语筑等。
content scenes: is a metaspace terminal application that takes advantage of users' time-consuming C-side entertainment, socialization, etc. The future will include wider B-side applications such as office, industry, medical, etc. The fields of application include games, visual content, socialization, and To-B end. The games include SONY, NINTENDO, MICROSFOFT, VALVE, Web-E, Miharai, Perfect World, Trench Technology, etc. The companies involved in visual content include Aichi, Mango super-macer, Heinto-Oriental, etc. The companies involved in social life include FACEBOOK, tethers, ROBLOX, ALTSPE, dictionals, ticking, etc. The businesses at To-B end include visual China, silk visuals, wind-building, etc.
元宇宙产群中的龙头股
(1)底层技术:算力:云计算上市龙头有紫光股份、浪潮信息、;算力龙头有飞数据、光环新网、IDC;边缘计算龙头有中科创达、当虹科技等。 通讯:5G网络上市龙头有中兴通讯、中国联通;物联网上市龙头有和而泰和移远通信等。
区块链:NFT的上市龙头有OpenSea、腾讯、阿里等;支付类上市龙头有Paypal、Coinbasc。
Block chains: NFT has access to OpenSea, tungsten, Ali, etc. and payment categories to paypal, Coinbasc, etc.
(2)硬件端:零部件:芯片上市龙头有瑞芯微、全志科技;PCB上市龙头有鹏鼎控股、东山精密;传感器上市龙头有德州仪器、霍尼韦尔;光/声学器件上市龙头有歌尔股份、水晶光电;结构件上市龙头有安洁科技、达瑞电子。
(2) Hardware end: parts: chips on the market have Swig micro, entourage technology; PCB is on the market with a porcelain holding stock, a sophisticated Dongshan; sensors are on the market with a Texas instrument, Hornewell; optical/sound instruments are on the market with Gol shares, crystal light power; and structures are on the market with angelic technology, Darret electronics.
交互设备:显示屏上市龙头有京东方、长信科技;摄像头上市龙头包括舜宇光学、联创电子;语音识别上市龙头有科大讯飞、NUANCE。
Interactive devices: displaying on screens are Kyodong, Changshin technology; on camera, the taps include Sunwoo Optics, Soccer Electronics; and on voice recognition, the taps are high-profile, NUANCE.
输出设备:XR设备上市龙头有Meta、革果、Pico;组装与代工上市龙头有立讯精密、欣旺达。
Output equipment: The XR equipment is listed at the top of the market: Meta, Gago, Pico, and the assembly and substitute are well-informed and Hinwanda.
(3)软件端:虚拟平台上市龙头有Roblor、Unity、超图软件;交换工具与标准上市龙头有英伟达、Adobe、Autodesk。
(3) Software end: Roblor, Unitity, Supercharter; exchange tools and standards listed in Vida, Adobe, Autodesk.
(4)内容、服务与资产方面:游戏领域上市龙头有完美世界、三七互娱;办公教育上市龙头有会畅通讯、虹软科技;直播媒体上市龙头包括天下秀和芒果超媒;虚拟体验上市龙头包括风语筑和恒信东方;数字资产领域的上市龙头有视觉中国和中文在线。
(4) Content, services and assets: field of play has a perfect world and thirty-seven fun; office education has a well-connected, soft technology; live media outlets include skyscraper and mango super-manufacturing; virtual experience includes wind-speaking and Hispanic east; and digital assets have a visual Chinese and Chinese-language online.
海外元宇宙巨头企业情况介绍
底层构架公司及其与元宇宙相关业务:(1)引擎/开发平台:UNITY公司元宇宙相关业务包括游戏引擎、买量变现平台;Epic Games相关业务包括Unreal游戏引擎、游戏商店、游戏开发;Roblox相关业务包括全球UGC游戏创作平台及互动社区;英伟达相关业务包括Omniverse通用设计平台;亚马逊相关业务为AWS区块链。
Bottom Architecture and its business associated with the meta-cosm: (1) Engine/Development platform: UNITY's business related to the meta-cosmos includes a game engine, a buy-down platform; Epic Games'business includes an Unreal engine, a game shop, a game development; Roblox related business includes a global UGC creative platform and an interactive community; British Weida related business includes an Omniverse universal design platform; and Amazon related business is an AWS block chain.
(2)区块链:以太坊相关业务为智能合约与去中心化应用的平台,加密货币ETH;BIock相关业务为数字支付和金融科技平台;Coinbase相关业务为加密货币交易所。
(2) Block chains: encryption currency ETH for smart contracts and decentralised applications, Brock-related operations for digital payments and financial science platforms, Coinbase-related operations for encrypted currency exchanges.
人工智能公司及其与元宇宙相关业务:Google,相关业务为Google Al;Meta,相关业务为Facebook人工智能研究院;微软,相关业务为微软人工智能研发中心。
Artificial Intelligence Corporation and its business related to the meta-cosm: Google, related to Google Al; Meta, related to Facebook Institute of Artificial Intelligence; Microsoft, related to Microsoft Centre for Artificial Intelligence Research and Development.
内容和场景公司及其与元宇宙相关业务:游戏内容:Sony,相关业务为Sony PS系列、VR系列和游戏;Nintendo,相关业务是任天堂Switch掌机和游戏;动视暴雪,相关业务是游戏开发和发行;EA,相关业务为电子游戏开发、出版及销售;Nexon,是韩国电脑游戏公司;育碧Ubisoft,相关业务为游戏制作、发行和代销;微软,相关业务为Xbo家用游戏机系列。
Content and scene companies and their business associated with the meta-cosmos: game content: Sony, related business is the Sony PS series, VR series and games; Nintendo, related business is the Nintendo Switch hands-on and game; stormy, related business is game development and distribution; EA, related business is the development, publication and sale of video games; Lexon, a Korean computer game company; Bibisoft, related business is the production, distribution and sales of games; Microsoft, related business is the Xbo home game series.
后端基建公司及其与元宇宙相关业务:高通,相关业务为手机芯片、XR芯片;AMD,相关业务为PC微处理器;英伟达,相关业务为可编程图形处理技术、GPU、 AI芯片;亚马逊相关业务有云计算等。
Back-end infrastructure companies and their meta-cosm-related operations: high access, related operations are cellular chips, XR chips; AMD, related operations are PC microprocessors; British Weida, related operations are programmed graphic processing techniques, GPU, AI chips; Amazon-related operations include cloud computing, etc.
以上就是有关2022元宇宙产业链及概念股龙头的相关介绍,如果还想了解更多元宇宙的相关内容,敬请关注三个皮匠报告的行业知识栏目。
This is a related introduction to the 2022 dollar cosmopolitan industry chain and conceptual confluence, which
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