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    题名: 元宇宙產業鏈的投資價值
    The Investment Opportunity of Metaverse
    作者: 卓玲如
    Cho), Lin-Ju Cho (Lynn
    贡献者: 蔡政憲
    Tsai, Jason
    卓玲如
    Lin-Ju Cho (Lynn Cho)
    关键词: 元宇宙
    擴增實境
    虛擬實境
    指數股票型基金
    投資
    Metaverse
    AR
    VR
    ETF
    Investment
    日期: 2022
    上传时间: 2022-09-02 14:56:48 (UTC+8)
    摘要: 
    I used to work for Retail industry for more than ten year. During that time, I faced the digital transformations period, offline to online (O2O) since 2015, and online merge offline (OMO) since in 2019. I realized that information technologies are not only changed the way people worked, it could also change consumers’ behaviors. One innovation product may lead people’s life become different, just like Apple launched the first smart phone in the world. It changed how people use the cell phone and open a door for thousands of applications. I also see the possibility in Metaverse industry. To awareness that the next hero item may hide in the Metaverse industry; therefore, I start my journey to write down this thesis.
    Metaverse is a popular searching key word from 2020. The article separates two parts. The first part is trying to explore the business concept and the companies which involved in the Metaverse, such us Meta, Microsoft, and Roblox. These enterprises play an important role in the shaping the Metaverse industry and help to invite more users to take participate in the virtual space. The second part collected several Metaverse ETFs from North American and Asia markets, to prove that investment market is interested in the concept of Metaverse. Although the developing of Metaverse is in the very early stage currently, these investors are excited about the new technologies revolution and would like to seize the opportunities to invest in the Metaverse.
    參考文獻: Ark Investment, 2021. Big Issue 2021.
    https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK%E2%80%93Invest_BigIdeas_2021.pdf?hsCtaTracking=4e1a031b-7ed7-4fb2-929c-072267eda5fc%7Cee55057a-bc7b-441e-8b96-452ec1efe34c Accessed April 10, 2022.

    Bloomberg. 2021. Metaverse Stocks Buzzing in Korea With Multiple ETF Launches.
    https://www.bloomberg.com/news/articles/2021-11-17/metaverse-stocks-buzzing-in-korea-with-multiple-etf-launches Access June 19, 2022.

    CSOP南方精英.2022. CSOP Metaverse Concept ETF.
    https://www.csopasset.com/en/products/hk-metav Access June 20, 2022.

    Deloitte. 2022.A whole new world? The metaverse and what it could mean for you.
    https://www2.deloitte.com/us/en/pages/technology/articles/what-does-the-metaverse-mean.html Access June 11, 2022

    Essilor Luxottica. 2021. Ray‑Ban and Meta introduce Ray‑Ban Stories, next generation smart
    glasses. https://www.essilorluxottica.com/highlights2021/ray-ban-stories Accessed April 8, 2022.

    EY. 2022. TMT Gaming Survey Report (pdf)
    https://www.ey.com/en_us/tmt/what-s-possible-for-the-gaming-industry-in-the-next-dimension/chapter-3-insights-on-the-metaverse-and-the-future-of-gaming Access July 14, 2022.

    Evolve Metaverse ETF. 2022. https://evolveetfs.com/product/mesh/ Access July 15, 2022.

    Factor Research. 2022. Metaverse ETFs: Ready investor one?
    https://www.etfstream.com/features/metaverse-etfs-ready-investor-one/ Access July 11, 2022

    Fidelity. 2022. Fidelity Metaverse ETF.
    https://institutional.fidelity.com/app/funds-and-products/etf/portfoliocomposition/FIIS_ETF_FMET/fidelity-metaverse-etf-fmet.html Access June 18, 2022.

    FORTUNE. 2022. Why Wall Street thinks the metaverse will be worth trillions.
    https://fortune.com/longform/wall-street-metaverse-web3-investors-roblox-meta-platforms-microsoft/ Access June 16, 2022.

    Fount. 2021. Fount Metaverse ETF. https://www.fountetfs.com/product/mtvr
    Access June 18, 2022

    Fubon. 2022. Fubon Metaverse ETF.
    https://etrade.fsit.com.tw/homelink/report/95.pdf Access May 18, 2022.

    Futureiot. 2022. Google’s new AR glasses translate language in real time.
    https://futureiot.tech/googles-new-ar-glasses-translate-language-in-real-time/ Access May 16, 2022.

    Gartner. 2016. Gartner`s 2016 Hype Cycle for Emerging Technologies Identifies Three Key
    Trends That Organizations Must Track to Gain Competitive Advantage.
    https://www.gartner.com/en/newsroom/press-releases/2016-08-16-gartners-2016-hype-cycle-for-emerging-technologies-identifies-three-key-trends-that-organizations-must-track-to-gain-competitive-advantage Access April 11, 2022.

    Gartner. 2021. Hype Cycle for Emerging Technologies, 2021.
    https://www.gartner.com/en/newsroom/press-releases/2021-08-23-gartner-identifies-key-emerging-technologies-spurring-innovation-through-trust-growth-and-change
    Access April 12, 2022.

    Gartner. 2021. What is a Metaverse?
    https://www.gartner.com/en/articles/what-is-a-metaverse Access April 13, 2022.

    Global Asset Management. 2022. What is the Metaverse, and How Can You Invest? https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/what-is-the-metaverse-and-how-can-you-invest.html Accessed May 1, 2022.

    Horizons ETF. 2022. Horizons Global Metaverse Index ETF.
    https://horizonsetfs.com/ETF/mtav/ Accessed May 2, 2022.

    IDC. 2022. AR/VR Headset Shipments Grew Dramatically in 2021.
    Thanks Largely to Meta`s Strong Quest 2 Volumes, with Growth Forecast to Continue, According to IDC. https://www.idc.com/getdoc.jsp?containerId=prUS48969722 Accessed April 10, 2022.

    INSIDE. 2021.【提姆科技觀察】從閱後即焚到 AR:Snapchat 的策略佈局.
    https://www.inside.com.tw/article/24148-snap-and-the-ar-future Access July 10, 2022.

    Jing Culture & Commerce. 2020. V&A Collaborates with HTC for Alice in Wonderland VR Experience.https://jingculturecommerce.com/va-collaborates-with-htc-for-alice-in-wonderland-vr-experience/ Accessed March 5, 2022.

    KODEX. 2022. KODEX US Metaverse Nasdaq Active.
    http://www.eng.kodex.com/ product_view.do?fId=2ETFF9 Access June 22, 2022.

    KODEX. 2022. KODEX China Metaverse Nasdaq Active.
    http://www.eng.kodex.com/ product_view.do?fId=2ETFG7 Access June 23, 2022.

    Microsoft. 2021. Gain a new perspective with Dynamics 365 Connected Spaces.
    https://cloudblogs.microsoft.com/dynamics365/bdm/2021/11/02/gain-a-new-perspective-with-dynamics-365-connected-spaces/ Accessed May 2, 2022.

    Microsoft. 2021. Mesh for Microsoft Teams aims to make collaboration in the ‘metaverse’
    personal and fun.
    https://news.microsoft.com/innovation-stories/mesh-for-microsoft-teams/
    Accessed May 3, 2022.

    Microsoft. 2021. Microsoft Cloud at Ignite 2021: Metaverse, AI and hyperconnectivity in a
    hybrid world.
    https://blogs.microsoft.com/blog/2021/11/02/microsoft-cloud-at-ignite-2021-metaverse-ai-and-hyperconnectivity-in-a-hybrid-world/ Accessed May 3, 2022.

    Medium. 2021. The Metaverse Value-Chain.
    https://medium.com/building-the-metaverse/the-metaverse-value-chain-afcf9e09e3a7
    Accessed March 4, 2022.

    Meta.2022, We`re building the next evolution of digital connection.
    https://about.facebook.com/meta/#smart-glasses Accessed April 10, 2022.

    Morgan Stanley. 2022, Virtual Reality, Augmented Reality and the Metaverse—Opportunities
    in Digital Worlds. https://advisor.morganstanley.com/the-irvin-and-bevack-group/documents/field/i/ir/irvin-and-bevack-group/Vr%20ar%20metaverse%20alphacurrents.pdf Accessed May 1, 2022.

    Nasdaq. 2021. Yewno Metaverse Index NYMETA 2022.
    https://indexes.nasdaqomx.com/Index/Overview/NYMETA Access June 16, 2022.

    Nvidia. 2021. 2021 NVIDIA CORPORATION ANNUAL REVIEW.
    https://s22.q4cdn.com/364334381/files/doc_financials/quarterly_reports/2021/2021-Updates/NVDA-F2Q21-Investor-Presentation-FINAL.pdf Access Aug 1, 2021.

    Nvidia. 2021. NVIDIA, BMW Blend Reality, Virtual Worlds to Demonstrate Factory of the
    Future. https://blogs.nvidia.com/blog/2021/04/13/nvidia-bmw-factory-future/ Access Aug 1, 2021.

    Lifewire Tech for Humans, 2022. Ultralight Headsets Could Finally Make VR Comfortable.
    https://www.lifewire.com/ultralight-headsets-could-finally-make-vr-comfortable-5215578 Accessed April 9, 2022.

    Proshare. 2022. Proshare Metaverse ETF.
    https://www.proshares.com/globalassets/proshares/fact-sheets/q1-2022-fact-sheets/prosharesfactsheetvers.pdf Access June 16, 2022.

    Roundhill Investments. 2022. $METV The Metaverse ETF.
    https://www.roundhillinvestments.com/etf/metv/ Access June 16, 2022.

    TechChunch+. 2022. Spotify becomes first music streamer to launch on Roblox.
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    United States Securities and Exchange Commission. 2020. Roblox Corporation Registration Statement. https://www.sec.gov/Archives/edgar/data/1315098/000119312520298230/d87104ds1.htm Accessed May 2, 2022.

    Unity. 2022. 2D & 3D Game Creation Solutions & Services | Unity.
    https://unity.com/solutions Access June 15, 2022.

    Unreal Engine. 2022. The world’s most open and advanced real-time 3D creation tool.
    https://www.unrealengine.com/en-US Access June 1, 2022.

    UOB Asset Management , 2022. United Metaverse Technology and Services ETF.
    https://www.uobam.com.tw/UploadFile/Fund.file01/202207/1657769247616_9_7%E6%9C%88%E6%9C%88%E5%A0%B1_%E5%A4%A7%E8%8F%AF%E9%8A%80%E5%85%83%E5%AE%87%E5%AE%99%E7%A7%91%E6%8A%80%E8%88%87%E6%9C%8D%E5%8B%99ETF_%E8%B3%87%E6%96%99%E6%88%AA%E8%87%B320220630.pdf Access July 1, 2022.

    Venturebeat. 2022. Craig Donato interview: How Roblox navigates brands, UGC, and the
    Metaverse. https://venturebeat.com/2022/04/23/craig-donato-interview-how-roblox-navigates-brands-ugc-and-the-metaverse/ Access April 13, 2022.

    Victoria and Albert Museum. 2020. Curious Alice: the VR experience.
    https://www.vam.ac.uk/articles/curious-alice-the-vr-experience Accessed March 4, 2022.

    Voicebot.ai. 2022. Google Pixel Opens Door to NBA Metaverse Experience.
    https://voicebot.ai/2022/04/18/google-pixel-opens-door-to-nba-metaverse-experience/ Access June 15, 2022.

    Wikipedia, 2022. Google Cardboard. https://en.wikipedia.org/wiki/Google_Cardboard
    Access April 11, 2022.

    Wikipedia. 2022. Neal Stephenson. https://en.wikipedia.org/wiki/Neal_Stephenson
    Accessed May 1, 2022.

    Yewno Edge. 2021. Yewno Edge. https://edge.yewno.com/ Access June 16, 2022

    Youtube. 2021. Horizon Workrooms - Remote Collaboration Reimagined.
    https://youtu.be/lgj50IxRrKQ Accessed April 5, 2022.

    Youtube. 2021. Watch Microsoft`s Satya Nadella`s vision for the Metaverse (with Teams). https://www.youtube.com/watch?v=xtKn34wYX3k Accessed May 4, 2022.

    Youttube. 2022. Apple Glasses Release Date and Price – How the Glasses work.
    https://www.youtube.com/watch?v=aaPorKHXem8 Access May 15, 2022.
    描述: 碩士
    國立政治大學
    國際經營管理英語碩士學位學程(IMBA)
    106933019
    資料來源: http://thesis.lib.nccu.edu.tw/record/#G0106933019
    数据类型: thesis
    DOI: 10.6814/NCCU202201150
    显示于类别:[國際經營管理英語碩士學程IMBA] 學位論文

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