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研究生： 卓玲如
Lin-Ju Cho (Lynn Cho)
論文名稱： 元宇宙產業鏈的投資價值
The Investment Opportunity of Metaverse
指導教授： 蔡政憲
Tsai, Jason
口試委員: 黃孝慈
Huang, Hsiao-Tzu
曾毓英
Tzeng, Yu-Ying
學位類別： 碩士
Master
系所名稱： 商學院 - 國際經營管理英語碩士學位學程(IMBA)
International MBA Program College of Commerce(IMBA)
論文出版年： 2022
畢業學年度： 110
語文別： 英文
論文頁數： 69
中文關鍵詞： 元宇宙 、擴增實境 、虛擬實境 、指數股票型基金 、投資
外文關鍵詞： Metaverse, AR, VR, ETF, Investment
DOI URL： http://doi.org/10.6814/NCCU202201150
相關次數： 點閱：158  下載：34 
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    • 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.

    1. Introduction 1
    1.1. How Metaverse Change People’s life? 1
    1.2. Why People Talk About “Metaverse” Since in 2021? 2
    1.2.1. Roblox IPO 2
    1.2.2. Facebook Rename to Meta in 2021 6
    1.2.3. Meta’s Oculus Quest 2 VR Headset 7
    1.2.4. Meta and Ray-Ban Stories Smart Glasses 8
    1.2.5. Microsoft’s Metaverse 9
    1.2.6. Microsoft’s HoloLens 10
    1.2.7. Microsoft Acquire Activision Blizzard in 2022 11
    2. The Metaverse Market Opportunities 13
    2.1. The Concept of Metaverse - Seven Layers of the Metaverse 13
    2.1.1. Metaverse Surround People’s Daily Life 14
    2.1.2. Metaverse’s Infrastructure 14
    3. The Development of AR Glasses and VR Headset 16
    3.1.1. The birth of Google Cupboard 16
    3.1.2. Google Daydreamer 17
    3.2. Market Trend - Cycle for Emerging Technologies 18
    3.2.1. Hype Cycle for Emerging Technologies, 2016 18
    3.2.2. Hype Cycle for Emerging Technologies Intelligence, 2021. 20
    3.3. The Elements of Metaverse 21
    3.4. The Application of VR and AR in Business 22
    3.4.1. Current VR and AR Market Share 22
    3.4.2. Blend VR Technology in Museum 23
    3.4.3. The Positive Sales Performance of AR/VR Headsets 25
    3.4.4. The Potential Revenue from Virtual Worlds 28
    3.4.5. Augmented Reality (AR) is Going to Big 29
    4. Enterprises Related to Metaverse 30
    4.1. The Metaverse Market Map 30
    4.2. The Important Companies of Metaverse 31
    4.2.1. Roblox 32
    4.2.2. Epic Games – Unreal Engine 5 34
    4.2.3. Unity Software – Saas Company 36
    4.2.4. Google – Next Generation AR Glasses 37
    4.2.5. Apple – Future Apple Glasses 39
    4.2.6. Nvidia - Omniverse Platform 41
    5. Metaverse Investment Opportunity 43
    5.1. The Nasdaq Yewno Metaverse Index (NYMETA) 44
    5.2. The Metaverse ETFs 45
    5.2.1. Roundhill Ball Metaverse ETF 46
    5.2.2. Subversive Metaverse ETF 48
    5.2.3. Fount Metaverse ETF 50
    5.2.4. Proshares Metaverse ETF 51
    5.2.5. Fidelity Metaverse ETF 53
    5.2.6. Hong Kong CSOP Metaverse Concept ETF 54
    5.2.7. Comparison of Canada’s Metaverse ETFs 55
    5.2.8. Comparison of KODEX Nasdaq and China Metaverse ETF 56
    5.2.9. Comparison of Taiwan Fubon and UOB Metaverse ETFs 56
    5.3. The Conclusion of Metaverse ETFs 57
    5.3.1. Performance of Metaverse ETF vs Nasdaq 58
    5.3.2. Metaverse ETFs: Breakdown by Countries 59
    6. Conclusion in Metaverse Investment Opportunity 60
    6.1. Metaverse is a Good Investment 60
    6.2. The Biggest Challenges of Metaverse 61
    6.3. Recommendations for Future Research 61
    7. Reference 62

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