智通财经获悉，11月10日，元宇宙板块表现强势，近期大火的Web3.0概念股再度爆发，龙头股天地在线(002995.SZ)已经走出10天8板，近12个交易日已累计大涨约124%。作为时下热门科技赛道元宇宙的分支之一，Web3.0可为元宇宙提供底层的技术支撑，是以区块链等技术为核心的下一代互联网形态。中信证券指出，当前，Web 3.0仍处于探索阶段，在技术仍不成熟的背景下，依然面对较多的不确定性及风险，建议更多关注Web 3.0技术创新带来的产业机遇，以及相关互联网公司的布局及发展。
Intelligent finance has been informed that, on 10 November, the meta-coastal plate was strong, that the recent fire’s Web 3.0 concept unit had re-emerged, that the pioneer stock market (002995.SZ) had gone out of 10 days, and that nearly 12 trading days had accumulated a significant increase of about 124%. As one of the branches of the time-hot technology track meta-cosm, Web3.0 could provide the underlying technological support for the meta-cosm, with the next generation of Internet shapes centred on technologies such as block chains.
据中国工程院院士邬贺铨介绍，搜狐、新浪等门户网站是“Web1.0”的典型代表。“Web2.0”对应的是移动互联网，用户不再只是内容接收方，可以在线阅读、点评、制造内容，成为内容的提供方，还可以与其他用户进行交流沟通。提供服务的网络平台成为中心和主导，聚集起海量网络数据，造就了腾讯、抖音等中国大型互联网平台企业。
“Web 2.0” corresponds to mobile Internet. Users are no longer merely content receivers, can read, measure, manufacture content online, become content providers, and can communicate with other users.
在Web3.0环境下，用户不必在不同中心化的平台创建多种身份，而是能打造一个去中心化的通用数字身份体系，通行各个平台。通过区块链、数字水印和数字货币等，用户既可以对提交到上网的作品确定权属，还能够实现其价值，实现数字资产与实物资产的关联，获得与网络平台分享利益的机会。
In the Web3.0 environment, users do not have to create multiple identities in different centralized platforms, but rather create a decentralised universal digital identity system that allows access to all platforms. Through block chains, digital watermarks, digital money, etc., users can identify titles to the works they submit to the Internet, and can realize their value, link digital assets to physical assets, and have access to network platforms for benefit-sharing.
专业人士分析认为，Web3.0有望大幅改进现有的互联网生态系统,有效解决Web2.0存在的垄断、隐私保护缺失、算法作恶等问题,使互联网更加开放、普惠和安全,向更高阶的可信互联网、价值互联网、智能互联网、全息互联网创新发展。
Professional analysis suggests that Web3.0 is expected to significantly improve the existing Internet ecosystem, effectively address the problems of Web 2.0 monopoly, lack of privacy protection, arithmetic malpractice, make the Internet more open, inclusive and secure, and develop innovatively towards higher levels of credible Internet, value Internet, smart Internet, all-interest Internet.
6月14日，红杉资本旗下 Sequoia India and Southeast Asia宣布推出两支新基金，分别是红杉资本印度早期风险和成长基金(规模约20亿美元)与红杉资本东南亚专属基金(规模约8.5亿美元)。 据悉，Sequoia India和Southeast Asia两只基金除了继续专注于SaaS和金融科技等领域外，还将进一步扩大投资范围，包括Web3等领域，此前已经投资了Coin Switch Kuber和Polygon等Web3初创公司。
On 14 June, Sequoia India and Southeast Asia, under the rubric of Redwood capital, announced the launch of two new funds, the Indian Early Risk and Growth Fund for Redwood Capital (approximately $2 billion) and the South East Asia Capital Fund for Redwood Capital (approximately $850 million), both of which are known to have continued focus on areas such as SaaS and financial science and technology, and will further expand the scope of their investment, including areas such as Web3, which have already invested in the first three companies, Coin Switch Kuber and Web, such as Polygon.
10月31日，香港财政司正式发布《有关香港虚拟资产发展的政策宣言》表示，香港政府认为Web 3.0有潜力成为金融和商贸未来发展的趋势，依托于香港世界级的金融基础设施，Web 3.0将能够提升效率和透明度，从而减少甚或解决目前在结算和支付等方面出现的问题，积极拥抱下一个50年。
On 31 October, the Hong Kong Department of Finance officially issued a Policy Declaration on the Development of Virtual Assets in Hong Kong, stating that the Government of Hong Kong believes that Web 3.0 has the potential to become a trend in the future of finance and commerce. Building on the world-class financial infrastructure in Hong Kong, Web 3.0 will be able to improve efficiency and transparency, thereby reducing or even resolving current problems in terms of settlements and payments, and actively embraces the next 50 years.
据GrandView报告数据，到2030年，全球Web3.0区块链市场规模预计将达到335.3亿美元，从2022年到2030年的复合年增长率为44.9%。
According to GrandView, the global market size of the Web 3.0 block chain is expected to reach $33.53 billion by 2030, with a complex annual growth rate of 44.9 per cent from 2022 to 2030.
值得注意的是，Web3.0概念大火，多家上市公司回应相关业务：
It is worth noting that
飞利信表示，公司具备WEB3.0的研发能力和技术储备。
The company has a research and development capacity and a technological reserve of WEB 3.0, as stated by Flik.
中文在线表示，公司在web3.0领域持续关注全球各个国家和地区的最新政策动态，与行业内优质公司充分交流沟通，在符合各地区政策前提下开展相关业务布局，目前公司已在新加坡设立COL WEB全资子公司。
According to Chinese Online, in the area of web3.0, the company is continuously following the latest policy developments in various countries and regions around the world, communicating fully with high-quality companies in the industry, and developing business profiles consistent with regional policies, and currently has COL WEB wholly-owned subsidiaries in Singapore.
二六三介绍，Web3.0是互联网的一次新的迭代，是一个运行在区块链技术之上的去中心化的互联网，公司产品“263云通信”是基于Web3.0理念构建的核心视频技术，在3D虚拟视频、MR视频合成、AI音视频等视频类产品功能里使用。
Two hundred and sixty-three described Web3.0 as a new overlap of the Internet, a decentralized Internet operating on block chain technology, and the corporate product “263 Cloud Communications” is a core video technology based on the Web3.0 concept, used in the functions of video products such as 3D virtual video, MR video synthesis and AI audio video.
超图软件指出，Web3.0作为下一代互联网技术，超图在相关的技术与GIS结合方面进行了布局。包括空间区块链技术、人工智能GIS技术、大数据GIS技术、融合AR与VR的新一代三维GIS技术等。
According to Hyperchart, Web3.0 is the next generation of Internet technology, which is configured in terms of the integration of relevant technologies with GIS. These include spatial block chain technology, artificial intelligence GIS technology, big data GIS technology, and a new generation of three-dimensional GIS technology that integrates AR with VR.
科蓝软件表示，2021年12月，公司已启动面向未来的“新一代金融数字化发展战略规划”，进一步探索人工智能、区块链、web3.0、元宇宙等相关的新技术在银行互联网领域的应用与升级。
According to the software, in December 2021, the company launched a “Strategic Plan for the Digital Development of a New Generation of Finance” to further explore the application and upgrading of new technologies related to artificial intelligence, block chains, web3.0 and meta-cosm in the banking Internet.
东方国信表示，目前Web3.0的概念尚不明晰，还处在应用场景探索阶段。公司有Web3.0底层技术栈储备，包括区块链、云计算、人工智能、数字孪生/元宇宙。
The Eastern State letter states that the concept of Web3.0 is not yet clear and is still at the stage of exploration of the application landscape. The company has a stock of Web3.0 bottom technology stacks, including block chains, cloud computing, artificial intelligence, digital twin/megaspace.
东港股份表示，公司目前已经在开展web3.0相关技术的研究，未来计划在数字金融、智慧办税等相关业务领域结合Web3.0有关技术进行产品化的应用与推广，如项目有实质性进展，将根据信息披露规则进行公告。
East Harbour shares indicate that the company is currently conducting research on relevant technologies in web3.0 and that future plans for the application and diffusion of the relevant technologies in conjunction with Web3.0 in related business areas such as digital finance, smart tax, etc., will be announced in accordance with the rules on disclosure of information if there is substantial progress on the project.
易点天下表示，公司非常关注Web3.0相关的机会，仍然会围绕广告行业去探索。
It was easy to say that the company was very concerned about the opportunities associated with Web3.0 and would continue to explore them around the advertising industry.
国盛证券研报指出，Web 3.0域名以NFT为载体，解决了以往域名流转的诸多问题，使域名流动性变得更强。同时，由于开放生态的特点，任何平台和用户都可以搭建自己的二级交易应用。传统域名二级市场只占一级市场的四分之一左右，而NFT生态里二级的重要性要更高，无论是创业或投资，Web 3.0域名的二次交易非常值得关注。
At the same time, because of open ecology, any platform and user can build their own secondary trading applications. The traditional secondary market for domain names is only about one-quarter of the first market, while the second-tier is more important in the NFT ecology, whether it be entrepreneurship or investment, and the secondary transaction of Web 3.0 domain names is of great concern.
东方证券表示，目前Web3.0最大的投资机遇便在于分布式储存这一环，分布式存储是一种数据存储技术通过网络使用企业中的每台机器上的磁盘空间，并将这些分散的存储资源构成一个虚拟的存储设备，数据被分散地存储在企业的各个角落。“云计算”一定程度上包含了分布式储存的含义，AWS、微软、阿里、腾讯、Google 等云厂商均已布局分布式存储技术，中兴通讯、紫光股份子公司新华三、浪潮信息等也为各厂商提供分布式存储通信设备。
Eastern securities indicate that the largest investment opportunity for
相关概念股：
中文在线(300364.SZ)：公司持续关注Web30的动态，并积极开展与NFTicon平台合作、用户运营模式创新和头部IP的跨领域传播等各个方向的探索。Web3.0是公司决胜IP战略的重大机遇。
Chinese Online (300364.SZ): The company continues to follow the dynamics of Web30 and is actively pursuing various directions, such as collaboration with the NFTicon platform, innovation in user business models and cross-cutting dissemination of head IPs. Web3.0 is a major opportunity for the company to win the IP strategy.
宣亚国际(300612.SZ)：公司称在研WebGL边缘计算iconVR交互系统，正为跨入 Web3.0做技术储备。蓝色光标全资子公司icon蓝色宇宙与暗物智能科技进行战略合作。此次合作，双方将共同推动新一代认知人工智能技术在Web30营销领域的产业实践与商业应用。
Sanya International (300612.SZ): The company claims to be developing the iconVR interactive system on the edge of WebGL, which is in the process of making a technological reserve for entering Web3.0. The blue cursor fully funded company, the icon blue universe, works strategically with dark matter intelligence technology. The partnership will jointly promote the industrial practices and commercial applications of a new generation of cognitive artificial intelligence technologies in the area of Web30 marketing.
蓝色光标(300058 .SZ)：全资子公司蓝色宇宙与暗物智能科技进行战略合作。此次合作，双方将共同推动新一代认知人工智能技术在Web30营销领域的产业实践与商业应用。
Blue Cursor (300058.SZ): A fully-owned company, the Blue Universe, collaborates strategically with dark intelligence technology. The partnership will jointly promote the industrial practices and commercial applications of a new generation of cognitive artificial intelligence technologies in Web30 marketing.
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