If you want to say that the hottest plate in the near future, it is "meta-universe".

The stock prices of related stocks will soar once they are touched by the words "meta universe". For example, Zhongqingbao has soared for several months; Xuanya International has pulled out the 20CM limit for several trading days in a row; and Meisheng culture can still get a number of limit boards after a thunderstorm.

Today, the concept of meta-universe continues to be hot. Among them, Capital online, Tianzhou Culture, Roman shares, Ofeiguang and other trading, Xuanya International, Baoying shares, Hengxin Oriental, Chaotu software, Changxin Technology have followed up.

It is worth mentioning that those who participate in this meta-universe concept speculation are mostly hot money or retail investors, and those head funds are less involved. Therefore, at a time when the meta-universe is hot, it is also thought-provoking: how long can the concept of meta-universe be popular?

　　Hot money comes one after another

It is worth mentioning that VR and chip track companies are often fund heavy stocks. And the game stock Qingbao shareholder list, almost do not see the active public offering fund figure.

When the concept of meta-universe is hot to the stock market, it starts from the game, and the representative stock among them is Zhongqingbao. Just when Zhongqingbao was confirmed as a meta-universe concept stock, Shangtang Road bid for the roof to buy 62.58 million, Huaxin Shanghai bought 25.46 million, the list is basically short-term funds.

What is more worth mentioning is that on September 8, when the concept of meta-universe broke out in A-shares, Caitong Securities Hangzhou Shangtang Road Business Department listed a number of Yuan Universe shares, reproducing the previous grand occasion of market brokerage stocks, a single company bought Shengtian Network 53.56 million, Tom Cat 45.13 million, and Vision China 50.9415 million yuan.

In fact, Caitong Securities Hangzhou Shangtang Road Business Department is a regular customer of the Dragon and Tiger list in recent years. Statistics show that in the past year alone, Shangtang Road has been on the list as many as 745 times, and the turnover is as high as 21.493 billion yuan.

Recently, what is even more bizarre is that Meisheng Culture has many problems, such as the controlling shareholder has occupied funds for many times, the acquisition of the same uncle has not been announced in time, the illegal use of raised funds, and the large performance "changed face" has not been corrected in time, and so on. It can be called "suffering from many difficult and miscellaneous diseases."

Although there are all kinds of problems, Meisheng culture, which is based on the concept of meta-universe, is still skyrocketing.

According to the data of the Dragon and Tiger list of Meisheng Culture on December 13th, Dongcai Lhasa Business Department ranked four and five, buying a total of 28.99 million yuan, the first venture (Beijing Xinjiekou North Street ranked No. 1, selling 50.25 million yuan, all on the list are hot money and retail seats, no institutional participation.

　　Now the phenomenon of "one family is dominant"

Even in some meta-universe concept stocks, there is a "dominant" phenomenon, that is, the number of purchases in the first place is more than the sum of the purchases from the second to the fifth. For example, on November 9, Huaxin Securities Huzhou Labor Road, the business department of the financial center in northern Zhejiang bought Zhongqingbao for as much as 140 million yuan.

In addition, it has successively appeared in the hype upsurge of Universe concept companies such as Jiachuang Video, Chinese online, Tian Xiu, Heng New Oriental Education & Technology Group and so on, and the capital purchases are all at the level of tens of millions of yuan.

There is also Caitong Securities Hangzhou Shangtang Road Business Department at the beginning of the outbreak of meta-universe concept in A shares, on the list of many meta-universe concept stocks in one day.

In fact, the situation of "one dominant company" in the A-share market is rare, mainly because this phenomenon often puts pressure on other funds entering the market, and is not conducive to the prying of these hot money.

Therefore, a lot of hot money is multi-account and multi-seat, and even if you want to buy a lot of chips, you will also buy seats by account to form a linkage, reducing the panic caused by a dominant company, and so on.

However, the meta-universe concept stock has appeared the phenomenon of "one dominant" many times, which also represents the optimism of the market to the meta-cosmos hype, thinking that its concept is far from flameout.

　　Play the game of "minimum resistance"

As we all know, once there is a certain market in the market, then the major funds will frequently investigate or increase their positions. Just like the consumption and liquor market in the second half of last year, when there is an overall market on the market, the main funds are holding together liquor stocks. And this hugging is based on the fundamentals of the operation, but also great minds think alike, will form a centralized hugging phenomenon.

On the other hand, although the current concept of meta-universe is hot, most of the investors are hot money, retail investors and so on, and few related concept stocks are heavily held by funds. The characteristics of hot money are hot spots, high turnover rate, do not pay attention to the fundamentals of individual stocks and other issues, which means that the current hot meta-universe is more hot money in guiding the market for hot speculation.

According to the market, meta-universe is the ultimate form of the next generation Internet, and the ultimate form of meta-universe should be real interaction, that is, breaking boundaries to form the integration of a universe from multiple meta-universes.

Then it will be considered mature only after the complete completion of the three stages of the birth of the new species: the conceptual level, the product end, and the complete completion of industrialization. If you want to play in the rotational universe, the most inseparable is the block chain technology, such as distributed storage, intelligent contract, data transmission and verification mechanism and so on.

In addition, interactive technology composed of VR, AR, sensor technology and hologram technology, electronic game technology such as 3D modeling, network and computing technology composed of AI and 5G, cloud computing and edge computing are all important supports of meta-universe.

In contrast, the current meta-universe market is in games, VR, and even related to education, advertising, electronic devices and other concepts, which only exist in a basic downstream application, while the core concepts of those meta-universe concepts such as block chain technology have not been mentioned.

And this may have something to do with the company's equity structure. The meta-universe concept stocks represented by Zhongqingbao, Tom Cat and Meisheng Culture are not only small, but also almost no active public offering funds can be seen in the list of the top 10 shareholders of these stocks, which are just conducive to the prying of hot money.

And those blockchain, chips and other stocks in circulation are fund hugs. Take North Huachuang as an example, as of November this year, the top 10 shareholders of the company included not only Noan growth mixed securities investment funds, Galaxy innovation growth hybrid securities investment funds, but also national integrated circuit industry investment funds and northward funds.

These already clustered or heavy positions of individual stocks, undoubtedly increased the hot money of the relevant concept stocks to pull up the difficulty. Obviously, the market of this round universe is only caused by the concept, and the hype of the concept of the meta-universe is actually a "minimum resistance" game staged by hot money.

Generally speaking, the current market in Yuan Universe is hot, and more hot money is speculating in it. The hype in the A-share market has always been "not about martial arts morality". The money swarmed into a frenzy of speculation, and finally cashed out, leaving a place full of chicken feathers.