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2022-01-27
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2 Monster Metaverse Stocks to Buy and Hold for the Next Decade<blockquote>未来十年值得购买并持有的2只元宇宙怪物股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":639872442,"tweetId":"639872442","gmtCreate":1643264432331,"gmtModify":1643264432583,"author":{"id":4089878444731060,"idStr":"4089878444731060","authorId":4089878444731060,"authorIdStr":"4089878444731060","name":"Adrian88","avatar":"https://static.tigerbbs.com/e6c821844139b158ef20aa398c55abd1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Oo</p></body></html>","htmlText":"<html><head></head><body><p>Oo</p></body></html>","text":"Oo","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/639872442","repostId":1170425667,"repostType":4,"repost":{"id":"1170425667","kind":"news","pubTimestamp":1643246196,"share":"https://www.laohu8.com/m/news/1170425667?lang=zh_CN&edition=full","pubTime":"2022-01-27 09:16","market":"us","language":"en","title":"2 Monster Metaverse Stocks to Buy and Hold for the Next Decade<blockquote>未来十年值得购买并持有的2只元宇宙怪物股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170425667","media":"Motley Fool","summary":"Microsoft and Adobe are well-positioned to benefit dramatically from the metaverse.","content":"<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>Many of Microsoft's hardware and software offerings have multiple applications in the metaverse.</li><li>Adobe's cloud-based software tools are expected to play a major role in the evolution of the metaverse.</li></ul>The metaverse is undoubtedly one of the hottest tech trends today. It refers to a network of persistent, real-time, seamless, and immersive 3D virtual reality or mixed reality worlds and simulations, wherein humans can interact with digital-world objects through a range of devices. The metaverse is expected to enable people to shift more and more activities done currently in the physical world to the virtual world.</p><p><blockquote><ul><li>微软的许多硬件和软件产品在元宇宙中都有多种应用。</li><li>Adobe基于云的软件工具预计将在元宇宙的发展中发挥重要作用。</li></ul>元宇宙无疑是当今最热门的科技趋势之一。它指的是持久、实时、无缝和沉浸式3D虚拟现实或混合现实世界和模拟的网络，其中人类可以通过一系列设备与数字世界对象进行交互。元宇宙有望使人们能够将目前在物理世界中完成的越来越多的活动转移到虚拟世界。</blockquote></p><p>Bloomberg estimates the global metaverse market opportunity to be around $800 billion by 2024. While the metaverse is an exciting opportunity, it is not yet monetized. Hence, it would make more sense for retail investors to opt only for financially stable and technologically sound companies (that are not over-reliant on success in the metaverse) that are preparing to grab a significant share of the metaverse.</p><p><blockquote>彭博社估计，到2024年，全球元宇宙市场机会约为8000亿美元。虽然元宇宙是一个令人兴奋的机会，但它尚未货币化。因此，对于散户投资者来说，只选择财务稳定、技术健全、准备抢占元宇宙重要份额的公司（不过度依赖元宇宙的成功）更有意义。</blockquote></p><p>Against this backdrop,<b>Microsoft</b> (NASDAQ:MSFT) and <b>AdobeSystems</b> (NASDAQ:ADBE) seem to be two such blue chip companies that can prove to be solid metaverse stocks in the long run.</p><p><blockquote>在此背景下，<b>微软</b>（纳斯达克：MSFT）和<b>AdobeSystems</b>（纳斯达克：ADBE）似乎是两家这样的蓝筹公司，从长远来看可以被证明是可靠的元宇宙股票。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0112d9c030159189781fd28154b27525\" tg-width=\"2000\" tg-height=\"1335\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>1. Microsoft</b></p><p><blockquote><b>1.微软</b></blockquote></p><p>On Jan. 18, enterprise giant Microsoft announced plans to acquire leading pure-play video game developer <b>Activision Blizzard</b> (NASDAQ:ATVI) in an all-cash $75 billion deal. This is the largest-ever deal in Microsoft's history and is expected to spur the growth of its mobile, desktop, console, and cloud gaming businesses. Activision's gaming portfolio coupled with Microsoft's technology expertise (Azure cloud platform, gaming infrastructure, HoloLens, and mixed reality devices, Microsoft Mesh) will emerge as a one-stop shop for all the key components (content, customer base, collaboration software, augmented reality and virtual reality hardware, and cloud infrastructure) required for the evolution of metaverse platforms.</p><p><blockquote>1月18日，企业巨头微软宣布计划收购领先的纯视频游戏开发商<b>动视暴雪</b>（纳斯达克：ATVI）以750亿美元的全现金交易。这是微软历史上最大的一笔交易，预计将刺激其移动、桌面、主机和云游戏业务的增长。动视的游戏产品组合加上微软的技术专业知识（Azure云平台、游戏基础设施、HoloLens和混合现实设备、微软Mesh）将成为元宇宙平台发展所需的所有关键组件（内容、客户群、协作软件、增强现实和虚拟现实硬件以及云基础设施）的一站式商店。</blockquote></p><p>Bernstein analyst Mark Moerdler also believes that Microsoft is "best positioned to be a big winner from the metaverse." The company is also focused on the enterprise use cases in the metaverse. To leverage this opportunity, it has introduced Microsoft Mesh for Teams, which enables remote virtual collaboration in an immersive mixed-reality environment between employees with the help of customized avatars.</p><p><blockquote>Bernstein分析师Mark Moerdler也认为，微软“最有可能成为元宇宙的大赢家”。该公司还专注于元宇宙的企业用例。为了利用这一机会，它推出了微软Mesh for Teams，它可以在定制化身的帮助下，在沉浸式混合现实环境中实现员工之间的远程虚拟协作。</blockquote></p><p>While the metaverse is a big future growth opportunity for Microsoft, the company'sintelligent cloudand business productivity tools are the major top-line drivers. Currently, Azure accounts for 21% of the global cloud infrastructure services market, behind <b>Amazon</b>'s AWS (32% market share). However, Bessemer Venture Partners expects Azure to surpass AWS in market share in the next two years. Microsoft has also positioned itself as a developer-first company by acquiring GitHub, which can play a major role in boosting enterprise adoption of Azure.</p><p><blockquote>虽然元宇宙是微软未来的一个巨大增长机会，但该公司的智能云和业务生产力工具是主要的营收驱动因素。目前，Azure占据全球云基础设施服务市场21%的份额，落后于<b>亚马逊</b>的AWS（32%的市场份额）。不过，Bessemer Venture Partners预计Azure的市场份额将在未来两年内超过AWS。微软还通过收购GitHub将自己定位为开发者优先的公司，这可以在推动企业采用Azure方面发挥重要作用。</blockquote></p><p>Analysts are now estimating Microsoft's revenue and earnings to grow year over year by 17.2% and 14.5%, respectively, in fiscal 2022. The company has a strong balance sheet, with a cash balance of $130.6 billion and debt of $78.9 billion.</p><p><blockquote>分析师目前预计微软2022财年的收入和盈利将分别同比增长17.2%和14.5%。该公司拥有强大的资产负债表，现金余额为1306亿美元，债务为789亿美元。</blockquote></p><p>In the context of a strong existing business, robust financials, and the now-evolving metaverse opportunity, I consider Microsoft as a safe long-term pick for retail investors.</p><p><blockquote>在强大的现有业务、稳健的财务状况以及当前不断发展的虚拟宇宙机会的背景下，我认为微软是散户投资者安全的长期选择。</blockquote></p><p><b>2. Adobe Systems</b></p><p><blockquote><b>2.Adobe系统</b></blockquote></p><p>Once known mainly for inventing the portable document format (PDF), Adobe Systems is now a leading software-as-a-service (SaaS) digital media player in the world. The company has three major cloud-based offerings: Creative Cloud, Document Cloud, and Experience Cloud.</p><p><blockquote>Adobe Systems曾经主要以发明可移植文档格式（PDF）而闻名，现在是世界上领先的软件即服务（SaaS）数字媒体播放器。该公司拥有三大基于云的产品：创意云、文档云和体验云。</blockquote></p><p>Creative Cloud involves several creator economy-focused software products such as Photoshop, Adobe Spark, Illustrator, Adobe Premiere Pro, Adobe XD, and Adobe Substance 3D. Many of these software products have wide applications in the metaverse. Adobe Substance 3D reported a 100% year-over-year jump in revenue in the fourth quarter (ending Dec. 3, 2021), thanks to robust demand for creating 3D objects and from emerging metaverse platforms. Substance 3D is used for designing realistic 3D objects and for rendering and staging virtual scenes in a time and resource optimal manner. Adobe Aero is used by creators to develop immersive augmented reality experiences.</p><p><blockquote>Creative Cloud涉及多个专注于创作者经济的软件产品，如Photoshop、Adobe Spark、Illustrator、Adobe Premiere Pro、Adobe XD和Adobe Substance 3D。其中许多软件产品在元宇宙中具有广泛的应用。Adobe Substance 3D报告称，由于对创建3D对象和新兴元宇宙平台的强劲需求，第四季度（截至2021年12月3日）收入同比增长100%。Substance 3D用于设计逼真的3D对象，并以时间和资源最优的方式渲染和上演虚拟场景。创作者使用Adobe Aero来开发身临其境的增强现实体验。</blockquote></p><p></p><p>Adobe is also launching a Photoshop feature called Content Credentials, which will help verify the credibility and authenticity of non-fungible token (NFT) art. Virtual goods need to have ownership and monetary value associated with them in the metaverse. Hence, NFTs (digital certificates representing ownership of digital assets) will be used extensively for facilitating financial transactions in the metaverse. Content Credentials will help reduce the possibility of fraud and scams in the metaverse.</p><p><blockquote>Adobe还推出了一项名为Content Credentials的Photoshop功能，该功能将有助于验证不可替代令牌（NFT）艺术的可信度和真实性。虚拟商品需要在元宇宙中具有与之相关的所有权和货币价值。因此，NFTs（代表数字资产所有权的数字证书）将被广泛用于促进元宇宙中的金融交易。内容凭证将有助于减少元宇宙中欺诈和诈骗的可能性。</blockquote></p><p>Finally, these software tools are compatible with a range of operating systems. Against this backdrop,<b>Jefferies</b> tech analyst Brent Thill seems to be rightfully claiming that "Adobe is the best software play for the metaverse -- its creative tools will enable the next generation of the internet."</p><p><blockquote>最后，这些软件工具与一系列操作系统兼容。在此背景下，<b>杰弗里斯</b>科技分析师Brent Thill似乎正确地声称，“Adobe是元宇宙最好的软件公司——它的创意工具将支持下一代互联网。”</blockquote></p><p>In fiscal 2021 (ending Dec. 3, 2021), Adobe's revenue was up by 23% year over year to $15.79 billion. Of this, over 92% was subscription-based recurring revenue. This highlights the company's high revenue visibility, a characteristic that usually results in premium valuations. The company generated over $7 billion in operating cash flows, making it well-positioned to invest capital in any future growth opportunities.</p><p><blockquote>2021财年（截至2021年12月3日），Adobe的收入同比增长23%，达到157.9亿美元。其中，超过92%是基于订阅的经常性收入。这凸显了该公司的高收入知名度，这一特征通常会导致溢价估值。该公司产生了超过70亿美元的运营现金流，使其处于有利地位，可以将资本投资于任何未来的增长机会。</blockquote></p><p>Hence, considering Adobe's established leadership in enabling the development of creative content and its formidable financial position, the company is well-poised to be an attractive metaverse pick for the next decade.</p><p><blockquote>因此，考虑到Adobe在创意内容开发方面的既定领导地位及其强大的财务状况，该公司有望成为未来十年有吸引力的元宇宙选择。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Monster Metaverse Stocks to Buy and Hold for the Next Decade<blockquote>未来十年值得购买并持有的2只元宇宙怪物股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Monster Metaverse Stocks to Buy and Hold for the Next Decade<blockquote>未来十年值得购买并持有的2只元宇宙怪物股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-27 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>Many of Microsoft's hardware and software offerings have multiple applications in the metaverse.</li><li>Adobe's cloud-based software tools are expected to play a major role in the evolution of the metaverse.</li></ul>The metaverse is undoubtedly one of the hottest tech trends today. It refers to a network of persistent, real-time, seamless, and immersive 3D virtual reality or mixed reality worlds and simulations, wherein humans can interact with digital-world objects through a range of devices. The metaverse is expected to enable people to shift more and more activities done currently in the physical world to the virtual world.</p><p><blockquote><ul><li>微软的许多硬件和软件产品在元宇宙中都有多种应用。</li><li>Adobe基于云的软件工具预计将在元宇宙的发展中发挥重要作用。</li></ul>元宇宙无疑是当今最热门的科技趋势之一。它指的是持久、实时、无缝和沉浸式3D虚拟现实或混合现实世界和模拟的网络，其中人类可以通过一系列设备与数字世界对象进行交互。元宇宙有望使人们能够将目前在物理世界中完成的越来越多的活动转移到虚拟世界。</blockquote></p><p>Bloomberg estimates the global metaverse market opportunity to be around $800 billion by 2024. While the metaverse is an exciting opportunity, it is not yet monetized. Hence, it would make more sense for retail investors to opt only for financially stable and technologically sound companies (that are not over-reliant on success in the metaverse) that are preparing to grab a significant share of the metaverse.</p><p><blockquote>彭博社估计，到2024年，全球元宇宙市场机会约为8000亿美元。虽然元宇宙是一个令人兴奋的机会，但它尚未货币化。因此，对于散户投资者来说，只选择财务稳定、技术健全、准备抢占元宇宙重要份额的公司（不过度依赖元宇宙的成功）更有意义。</blockquote></p><p>Against this backdrop,<b>Microsoft</b> (NASDAQ:MSFT) and <b>AdobeSystems</b> (NASDAQ:ADBE) seem to be two such blue chip companies that can prove to be solid metaverse stocks in the long run.</p><p><blockquote>在此背景下，<b>微软</b>（纳斯达克：MSFT）和<b>AdobeSystems</b>（纳斯达克：ADBE）似乎是两家这样的蓝筹公司，从长远来看可以被证明是可靠的元宇宙股票。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0112d9c030159189781fd28154b27525\" tg-width=\"2000\" tg-height=\"1335\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>1. Microsoft</b></p><p><blockquote><b>1.微软</b></blockquote></p><p>On Jan. 18, enterprise giant Microsoft announced plans to acquire leading pure-play video game developer <b>Activision Blizzard</b> (NASDAQ:ATVI) in an all-cash $75 billion deal. This is the largest-ever deal in Microsoft's history and is expected to spur the growth of its mobile, desktop, console, and cloud gaming businesses. Activision's gaming portfolio coupled with Microsoft's technology expertise (Azure cloud platform, gaming infrastructure, HoloLens, and mixed reality devices, Microsoft Mesh) will emerge as a one-stop shop for all the key components (content, customer base, collaboration software, augmented reality and virtual reality hardware, and cloud infrastructure) required for the evolution of metaverse platforms.</p><p><blockquote>1月18日，企业巨头微软宣布计划收购领先的纯视频游戏开发商<b>动视暴雪</b>（纳斯达克：ATVI）以750亿美元的全现金交易。这是微软历史上最大的一笔交易，预计将刺激其移动、桌面、主机和云游戏业务的增长。动视的游戏产品组合加上微软的技术专业知识（Azure云平台、游戏基础设施、HoloLens和混合现实设备、微软Mesh）将成为元宇宙平台发展所需的所有关键组件（内容、客户群、协作软件、增强现实和虚拟现实硬件以及云基础设施）的一站式商店。</blockquote></p><p>Bernstein analyst Mark Moerdler also believes that Microsoft is "best positioned to be a big winner from the metaverse." The company is also focused on the enterprise use cases in the metaverse. To leverage this opportunity, it has introduced Microsoft Mesh for Teams, which enables remote virtual collaboration in an immersive mixed-reality environment between employees with the help of customized avatars.</p><p><blockquote>Bernstein分析师Mark Moerdler也认为，微软“最有可能成为元宇宙的大赢家”。该公司还专注于元宇宙的企业用例。为了利用这一机会，它推出了微软Mesh for Teams，它可以在定制化身的帮助下，在沉浸式混合现实环境中实现员工之间的远程虚拟协作。</blockquote></p><p>While the metaverse is a big future growth opportunity for Microsoft, the company'sintelligent cloudand business productivity tools are the major top-line drivers. Currently, Azure accounts for 21% of the global cloud infrastructure services market, behind <b>Amazon</b>'s AWS (32% market share). However, Bessemer Venture Partners expects Azure to surpass AWS in market share in the next two years. Microsoft has also positioned itself as a developer-first company by acquiring GitHub, which can play a major role in boosting enterprise adoption of Azure.</p><p><blockquote>虽然元宇宙是微软未来的一个巨大增长机会，但该公司的智能云和业务生产力工具是主要的营收驱动因素。目前，Azure占据全球云基础设施服务市场21%的份额，落后于<b>亚马逊</b>的AWS（32%的市场份额）。不过，Bessemer Venture Partners预计Azure的市场份额将在未来两年内超过AWS。微软还通过收购GitHub将自己定位为开发者优先的公司，这可以在推动企业采用Azure方面发挥重要作用。</blockquote></p><p>Analysts are now estimating Microsoft's revenue and earnings to grow year over year by 17.2% and 14.5%, respectively, in fiscal 2022. The company has a strong balance sheet, with a cash balance of $130.6 billion and debt of $78.9 billion.</p><p><blockquote>分析师目前预计微软2022财年的收入和盈利将分别同比增长17.2%和14.5%。该公司拥有强大的资产负债表，现金余额为1306亿美元，债务为789亿美元。</blockquote></p><p>In the context of a strong existing business, robust financials, and the now-evolving metaverse opportunity, I consider Microsoft as a safe long-term pick for retail investors.</p><p><blockquote>在强大的现有业务、稳健的财务状况以及当前不断发展的虚拟宇宙机会的背景下，我认为微软是散户投资者安全的长期选择。</blockquote></p><p><b>2. Adobe Systems</b></p><p><blockquote><b>2.Adobe系统</b></blockquote></p><p>Once known mainly for inventing the portable document format (PDF), Adobe Systems is now a leading software-as-a-service (SaaS) digital media player in the world. The company has three major cloud-based offerings: Creative Cloud, Document Cloud, and Experience Cloud.</p><p><blockquote>Adobe Systems曾经主要以发明可移植文档格式（PDF）而闻名，现在是世界上领先的软件即服务（SaaS）数字媒体播放器。该公司拥有三大基于云的产品：创意云、文档云和体验云。</blockquote></p><p>Creative Cloud involves several creator economy-focused software products such as Photoshop, Adobe Spark, Illustrator, Adobe Premiere Pro, Adobe XD, and Adobe Substance 3D. Many of these software products have wide applications in the metaverse. Adobe Substance 3D reported a 100% year-over-year jump in revenue in the fourth quarter (ending Dec. 3, 2021), thanks to robust demand for creating 3D objects and from emerging metaverse platforms. Substance 3D is used for designing realistic 3D objects and for rendering and staging virtual scenes in a time and resource optimal manner. Adobe Aero is used by creators to develop immersive augmented reality experiences.</p><p><blockquote>Creative Cloud涉及多个专注于创作者经济的软件产品，如Photoshop、Adobe Spark、Illustrator、Adobe Premiere Pro、Adobe XD和Adobe Substance 3D。其中许多软件产品在元宇宙中具有广泛的应用。Adobe Substance 3D报告称，由于对创建3D对象和新兴元宇宙平台的强劲需求，第四季度（截至2021年12月3日）收入同比增长100%。Substance 3D用于设计逼真的3D对象，并以时间和资源最优的方式渲染和上演虚拟场景。创作者使用Adobe Aero来开发身临其境的增强现实体验。</blockquote></p><p></p><p>Adobe is also launching a Photoshop feature called Content Credentials, which will help verify the credibility and authenticity of non-fungible token (NFT) art. Virtual goods need to have ownership and monetary value associated with them in the metaverse. Hence, NFTs (digital certificates representing ownership of digital assets) will be used extensively for facilitating financial transactions in the metaverse. Content Credentials will help reduce the possibility of fraud and scams in the metaverse.</p><p><blockquote>Adobe还推出了一项名为Content Credentials的Photoshop功能，该功能将有助于验证不可替代令牌（NFT）艺术的可信度和真实性。虚拟商品需要在元宇宙中具有与之相关的所有权和货币价值。因此，NFTs（代表数字资产所有权的数字证书）将被广泛用于促进元宇宙中的金融交易。内容凭证将有助于减少元宇宙中欺诈和诈骗的可能性。</blockquote></p><p>Finally, these software tools are compatible with a range of operating systems. Against this backdrop,<b>Jefferies</b> tech analyst Brent Thill seems to be rightfully claiming that "Adobe is the best software play for the metaverse -- its creative tools will enable the next generation of the internet."</p><p><blockquote>最后，这些软件工具与一系列操作系统兼容。在此背景下，<b>杰弗里斯</b>科技分析师Brent Thill似乎正确地声称，“Adobe是元宇宙最好的软件公司——它的创意工具将支持下一代互联网。”</blockquote></p><p>In fiscal 2021 (ending Dec. 3, 2021), Adobe's revenue was up by 23% year over year to $15.79 billion. Of this, over 92% was subscription-based recurring revenue. This highlights the company's high revenue visibility, a characteristic that usually results in premium valuations. The company generated over $7 billion in operating cash flows, making it well-positioned to invest capital in any future growth opportunities.</p><p><blockquote>2021财年（截至2021年12月3日），Adobe的收入同比增长23%，达到157.9亿美元。其中，超过92%是基于订阅的经常性收入。这凸显了该公司的高收入知名度，这一特征通常会导致溢价估值。该公司产生了超过70亿美元的运营现金流，使其处于有利地位，可以将资本投资于任何未来的增长机会。</blockquote></p><p>Hence, considering Adobe's established leadership in enabling the development of creative content and its formidable financial position, the company is well-poised to be an attractive metaverse pick for the next decade.</p><p><blockquote>因此，考虑到Adobe在创意内容开发方面的既定领导地位及其强大的财务状况，该公司有望成为未来十年有吸引力的元宇宙选择。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/01/26/2-monster-metaverse-stocks-to-buy-and-hold-for-the/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ADBE":"Adobe"},"source_url":"https://www.fool.com/investing/2022/01/26/2-monster-metaverse-stocks-to-buy-and-hold-for-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170425667","content_text":"Key PointsMany of Microsoft's hardware and software offerings have multiple applications in the metaverse.Adobe's cloud-based software tools are expected to play a major role in the evolution of the metaverse.The metaverse is undoubtedly one of the hottest tech trends today. It refers to a network of persistent, real-time, seamless, and immersive 3D virtual reality or mixed reality worlds and simulations, wherein humans can interact with digital-world objects through a range of devices. The metaverse is expected to enable people to shift more and more activities done currently in the physical world to the virtual world.Bloomberg estimates the global metaverse market opportunity to be around $800 billion by 2024. While the metaverse is an exciting opportunity, it is not yet monetized. Hence, it would make more sense for retail investors to opt only for financially stable and technologically sound companies (that are not over-reliant on success in the metaverse) that are preparing to grab a significant share of the metaverse.Against this backdrop,Microsoft (NASDAQ:MSFT) and AdobeSystems (NASDAQ:ADBE) seem to be two such blue chip companies that can prove to be solid metaverse stocks in the long run.IMAGE SOURCE: GETTY IMAGES.1. MicrosoftOn Jan. 18, enterprise giant Microsoft announced plans to acquire leading pure-play video game developer Activision Blizzard (NASDAQ:ATVI) in an all-cash $75 billion deal. This is the largest-ever deal in Microsoft's history and is expected to spur the growth of its mobile, desktop, console, and cloud gaming businesses. Activision's gaming portfolio coupled with Microsoft's technology expertise (Azure cloud platform, gaming infrastructure, HoloLens, and mixed reality devices, Microsoft Mesh) will emerge as a one-stop shop for all the key components (content, customer base, collaboration software, augmented reality and virtual reality hardware, and cloud infrastructure) required for the evolution of metaverse platforms.Bernstein analyst Mark Moerdler also believes that Microsoft is \"best positioned to be a big winner from the metaverse.\" The company is also focused on the enterprise use cases in the metaverse. To leverage this opportunity, it has introduced Microsoft Mesh for Teams, which enables remote virtual collaboration in an immersive mixed-reality environment between employees with the help of customized avatars.While the metaverse is a big future growth opportunity for Microsoft, the company'sintelligent cloudand business productivity tools are the major top-line drivers. Currently, Azure accounts for 21% of the global cloud infrastructure services market, behind Amazon's AWS (32% market share). However, Bessemer Venture Partners expects Azure to surpass AWS in market share in the next two years. Microsoft has also positioned itself as a developer-first company by acquiring GitHub, which can play a major role in boosting enterprise adoption of Azure.Analysts are now estimating Microsoft's revenue and earnings to grow year over year by 17.2% and 14.5%, respectively, in fiscal 2022. The company has a strong balance sheet, with a cash balance of $130.6 billion and debt of $78.9 billion.In the context of a strong existing business, robust financials, and the now-evolving metaverse opportunity, I consider Microsoft as a safe long-term pick for retail investors.2. Adobe SystemsOnce known mainly for inventing the portable document format (PDF), Adobe Systems is now a leading software-as-a-service (SaaS) digital media player in the world. The company has three major cloud-based offerings: Creative Cloud, Document Cloud, and Experience Cloud.Creative Cloud involves several creator economy-focused software products such as Photoshop, Adobe Spark, Illustrator, Adobe Premiere Pro, Adobe XD, and Adobe Substance 3D. Many of these software products have wide applications in the metaverse. Adobe Substance 3D reported a 100% year-over-year jump in revenue in the fourth quarter (ending Dec. 3, 2021), thanks to robust demand for creating 3D objects and from emerging metaverse platforms. Substance 3D is used for designing realistic 3D objects and for rendering and staging virtual scenes in a time and resource optimal manner. Adobe Aero is used by creators to develop immersive augmented reality experiences.Adobe is also launching a Photoshop feature called Content Credentials, which will help verify the credibility and authenticity of non-fungible token (NFT) art. Virtual goods need to have ownership and monetary value associated with them in the metaverse. Hence, NFTs (digital certificates representing ownership of digital assets) will be used extensively for facilitating financial transactions in the metaverse. Content Credentials will help reduce the possibility of fraud and scams in the metaverse.Finally, these software tools are compatible with a range of operating systems. Against this backdrop,Jefferies tech analyst Brent Thill seems to be rightfully claiming that \"Adobe is the best software play for the metaverse -- its creative tools will enable the next generation of the internet.\"In fiscal 2021 (ending Dec. 3, 2021), Adobe's revenue was up by 23% year over year to $15.79 billion. Of this, over 92% was subscription-based recurring revenue. This highlights the company's high revenue visibility, a characteristic that usually results in premium valuations. The company generated over $7 billion in operating cash flows, making it well-positioned to invest capital in any future growth opportunities.Hence, considering Adobe's established leadership in enabling the development of creative content and its formidable financial position, the company is well-poised to be an attractive metaverse pick for the next decade.","news_type":1,"symbols_score_info":{"MSFT":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":3259,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/639872442"}
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