一、元宇宙推动Web3.0：过去一年，Web 3.0 概念火爆出圈，走进大众视野。今年8月世界5G大会前瞻论坛上，中国工程院院士谭建荣发表《元宇宙：从概念到产业关键技术与发现趋势》的主题演讲时表示，元宇宙将推动进入第三代互联网，从PC互联网到移动互联网，再到元宇宙互联网，元宇宙将推动互联网进入3.0时代。
二、什么是web3.0：Web3.0是新一代价值互联网，Web1.0为“可读”，Web2.0为“可读 可写”，而Web3.0将是“可读 可写 拥有”。Web3.0以强调数据价值归属为核心，具备去中心化、数据自有、数据互联、保障隐私、高度智能和永久保存的特征。
II, what is Web3.0:Web3.0 is a new generation of value Internet, Web1.0 is “readable”, Web 2.0 is “readable and writeable”, and Web3.0 will be “readable and writeable”. Web3.0 has at its core features decentralizing, data ownership, data interconnection, privacy, high intelligence and permanent preservation.
1）1）在Web1.0和2.0时代用户虽然可以免费使用服务，但用户数据会被互联网平台占有，用户作为生态的重要参与者和贡献者无法从中获益，而Web3.0将重构互联网经济的组织形式和商业模式。打破Web 2.0 平台垄断，解决平台价值分配问题。Web3.0赋予了用户真正的数据自主权，个人信息将成为用户自主掌控的数据资产，用户可以在数据流转和交易中真正获益，使自己的数据不再是互联网平台的免费资源。
1) While users have access to services free of charge in the Web1.0 and 2.0 eras, user data will be taken over by Internet platforms, and users will not benefit from it as important ecological players and contributors, while Web3.0 will reshape the organizational and business model of the Internet economy. Break the Web 2.0 platform monopoly and address the distribution of platform values. Web3.0 gives users real data autonomy, personal information will become a user-controlled data asset, and users will benefit effectively from data flows and transactions, making their data no longer a free resource of Internet platforms.
三、Web3.0涉及技术：Web3.0将不仅是智能互联网，而且是立体全息互联网：其一，Web3.0需要包括沉浸式AR/VR终端、脑机接口、触觉手套、触觉紧身衣等先进设备，以及虚拟化身（Avatar）、动作捕捉、手势识别、空间感知、数字孪生等相关技术。相比之下，Web1.0和2.0仅能传递视觉和听觉。其二，还要包括5G、边缘计算、云计算、AI、图像渲染等技术。为了传达同现实一样的交互感受，Web3.0需要先进的高带宽网络通信技术，以便使各种终端能随时随地、低延迟接入网络。
综合来看，技术方面，Web 3.0不仅是过往技术迭代，更是多项科技的集成，包括5G、VR、AR、区块链、云计算、芯片、边缘计算等。具体地来看，Web3.0技术可分为基础层技术、平台层技术、交互层技术。相较于Web2.0时代，Web3.0涉及细分技术类别更多、范围更广，其中区块链技术由于其去中心化的特征，成为Web3.0核心底层基础技术。
In terms of technology, Web 3.0 is not just an iterative, but also an integration of many technologies, including 5G, VR, AR, block chains, cloud computing, chips, edge computing, etc. Specifically, Web3.0 technology can be divided into basic layer technologies, platform layer technology, interactive layer technology. Compared to the Web 2.0 era, Web3.0 involves a much larger and broader breakdown of technology categories, in which block chain technology becomes the basic technology at the bottom of the Web3.0 core because of its decentralized characteristics.
据甲子光年智库分析称，未来泛娱乐领域（包括影视、游戏、虚拟人等）都将受益于Web3.0。
According to the A-ray think tank, the future general entertainment area (including video, games, virtuals, etc.) will benefit from Web3.0.
四、元宇宙与Web3.0：元宇宙是上层建筑，Web3.0是基础设施，元宇宙和Web3.0均代表互联网的未来，Web3.0是技术发展方向的未来，元宇宙是应用场景和生活方式的未来，二者之间是相辅相成、一体两面的依存关系。Web3.0技术方向包含了区块链、人工智能、大数据等技术创新和DAO（即用户共识社区）网络组织模式创新。在元宇宙中，AR/VR解决元宇宙前端的技术需要，而Web3.0在后端提供强有力的技术支撑。华鑫证券预计到2025年Web3.0下元宇宙商业模式及市场规模有望达到1.25~1.3万亿美元。
1）从用户数的指标衡量，Web 3.0可对标1990年代Web1.0的早期阶段。第一批可行的Web3.0应用有望在2025年实现落地。此后，当这些应用慢慢开始从消费者和企业身上获得经济价值，从而产生真实、可持续的现金流，将逐步推动 Web3.0行业超越现有的逐利生态，走上真正良性、健康的发展路径。
1) By the number of users, Web 3.0 can measure the early stages of the target of Web1.0 in the 1990s. The first viable Web3.0 applications are expected to land in 2025. Since then, when these applications slowly begin to derive economic value from consumers and businesses, resulting in real and sustainable cash flows, the Web3.0 industry will gradually move beyond the existing pro-economy path to a truly benign and healthy development path.
五、相关个股：
天地在线002995：涨停，公司专注于Web3.0时代数字化转型，实现Web3.0时代下的品牌价值升级。
力盛体育002858：涨停，与西虹桥等公司共同探索打造基于体育运动的Web3.0应用场景。
Sports with power 002858: Stopping, exploring with companies such as the West Rainbow Bridge the creation of a sports-based Web3.0 application.
榕基软件002474：涨停，加大在WEB3.0区块链安全、数据安全、漏洞检测的产品研发投入。
宣亚国际300612：在研WebGL边缘计算VR交互系统,正为跨入web3.0做技术储备。
科蓝软件300663：web2.0技术完善，进一步探索web3.0等相关的新技术在银行互联网领域的应用与升级
Scorran software 300663:web2.0 technological refinements to further explore the application and upgrading of new technologies such as web3.0 in the banking Internet field
目前个人持仓
其他个股简要点评
上面批复组建石墨烯创新中心、虚拟现实创新中心、超高清视频创新中心等3家制造业创新中心。其中虚拟现实创新中心花落南昌虚拟现实研究院，欧菲光参股20%，所以上午欧菲光直线拉起封涨停板，带动板块再度走强，元宇审主题在是近会有较多事件刺激，今天信创走出分离，能否升级为主线，还需要看能否扛住大盘一次分歧，并能够共账走一波，当前阶段还是属于情绪博弈阶段，需要走一只中军票出来。
Three manufacturing innovation centres, the Virtual Reality Innovation Centre, and the Ultra-Chancer Video Innovation Centre, have been set up. The Virtual Reality Innovation Centre has fallen on the Nanchang Virtual Reality Institute, . Effie Light shares 20%. So the morning of Opheline Light , which has led to a re-enhancement of the plate, the theme of which is nearer events, and today's break-up, whether it can be upgraded to the main line, whether it can withstand a big deal and be able to go a wave together, and whether the current phase is still an emotional phase requiring a Chinese military vote.
上面批复组建国家虚拟现实创新中心。引发了今天虚拟现实、元宇宙等概念股走强，中文在线出现20CM，华灿光电涨、欧菲光、荣联科技、天娱数科、湖北广电、天威视讯等多股涨停，这个板块上周已经开始炒作，元宇宙有取代信创活跃的趋势，但不建议追涨，反正近期炒作上还不错。总的来说，市场做多的情绪还是很积极的，有利于后面行情的走势。不过，考虑到当前市场有些过快上涨，短期内有回调的需求，控制下节奏。
The creation of the National Virtual Reality Innovation Centre (NCI) was launched above. Today's virtual reality, metaspace, etc., was triggered by the emergence of 20CM at , > < http://hree.ute.stem23.html > > >, which recently added a few new but not new items 医药这波老大，今天拉板正好在停牌边缘，明天随便涨一点就5次异动，5次异动就有可能会停，虽然不是绝对，但是这个态度足以。至于华森制药的预期，就是天然的小药箱了。每一波妖股都会伴随一个医药股跟风来回血用，这波基本就是华森制药。所以明天最关键的，是华森制药敢不敢主动试探停牌，敢的话，情绪回归，利好整体题材，而不是单单医药。 The drug boss, today's plaque, is on the edge of the stop, and it can be stopped five times tomorrow, and five times, although not absolutely, is enough. As for , it's a natural little medicine box. Each demon's unit will be accompanied by a medical unit running back and forth with blood, basically 最近这种市场，高标就当风向标看看了。从盘面上的反馈也是非常优秀的，这种以供销社为核心的，还是能够继续拓展高度。正常来讲，明日天鹅股份就要断板，供销社还是没能扩散到乡村振兴，虽然天鹅股份打开了空间，但是这个板块广度有所不足，整体来说不太好做。 Recently, this market has been marked by high marks. The feedback from the plate is also excellent, and the core of the distribution agency is still able to continue to expand. As a rule, tomorrow Swan shares will be cut off, and sales outlets will not be able to spread to rural revitalization, although Swan shares /a> will be opened, but the size of the plate as a whole will not be easy to do. 本质也是博弈高标的品种，连板高度一直都在坑人，好在明天情绪有回暖预期+今天带了板块，溢价应该不低，只是接力要谨慎。虚拟现实板块强度还行7个涨停，目前算稍微强势一点的板块，之前一直与指数共振，加上普遍不看好所以预期差一直都存在，板块没走完，总龙头是天地在线，今天一日龙头是卓翼科技。现在低位试错期，自己看好哪个方向就做哪个方向的前排股。天地在线开盘之后留出较长进场时间，随后拉板，已经给了进场的机会，后续关注类似天地在线的小市值地位启动品种。 It's also a high-value variety, and it's always been in the pit at the height of the board, so that tomorrow's mood is warm + it's got the plate today, and the premium should be not low, but it should be cautious. The virtual real-world plate is still seven times strong, and it is now a slightly more powerful plate, which has been associated with the index, and it's generally not good, so there's always a gap. It's not finished. It's a front row where you look at which direction you want to go. After the sky's online drive is opened, it's a long way to pull the plate. Today's tap is 写在结尾：朋友们如果如有什么问题想问可以下面留言，必将一一回复。点赞加关注，炒股不迷路。 ends with a reply from friends if they want to ask any questions.
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