元宇宙是風口，還是泡沫？

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2021 年，元宇宙話題甚囂塵上："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"3 月，遊戲公司 Roblox 在美國紐交所上市，首日市值突破 380 億美金，元宇宙第一股誕生；"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"7 月，Facebook 宣佈五年內轉型成爲元宇宙公司；"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"8 月，字節跳動耗資 15 億美元收購 VR 軟硬件公司 Pico，正式進軍元宇宙；"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"10 月，阿里成立 XR 實驗室，主要做基於 AR、VR 相關的技術研究。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/infoq\/02\/02ffee56655819dd10bb3c79497b0829.webp","alt":null,"title":null,"style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":null,"fromPaste":true,"pastePass":true}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"最近，Facebook 在 Connect 年度大會上宣佈公司改名爲“Meta”，寓意包涵萬物無所不連。緊隨 Facebook，11 月 2 日，微軟在 Ignite 2021 發佈“Mesh for Teams”，成爲第二家搭上元宇宙的科技巨頭。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"從年初到年末，元宇宙概念持續升溫，巨頭紛紛佈局，資本不斷追捧"},{"type":"text","text":"。同時，人們用各種方法嘗試接近它，推動其落地，比如美國歌手 Travis Scott 在遊戲《堡壘之夜》舉辦虛擬演唱會，1230 萬遊戲玩家成爲虛擬演唱會觀衆；家長們在《我的世界》和 Roblox 上爲孩子舉辦生日派對；全球頂級 AI 學術會議 ACAI 在《動物森友會》上成功舉辦，效果絲毫不遜於線下論壇。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"熱度持續攀升，元宇宙終成年度風口，引發全民關注。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據清華大學新媒體研究中心發佈的《2020-2021 元宇宙發展研究報告》顯示，彭博行業研究報告預計元宇宙將在 2024 年達到 "},{"type":"text","marks":[{"type":"strong"}],"text":"8000 億美元市場規模。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"元宇宙火熱的同時，人們對它的態度也比較複雜：有人瘋狂，有人嚮往，有人懷疑，有人警惕，但困惑一直縈繞在人們心頭——"},{"type":"text","marks":[{"type":"strong"}],"text":"元宇宙是不是僞命題？元宇宙是新瓶裝舊酒嗎？元宇宙會改變什麼？又會重塑哪些行業？......"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/infoq\/a5\/a507c67e4d9b0ec3b77d117146e0d976.webp","alt":null,"title":null,"style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":null,"fromPaste":true,"pastePass":true}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"面對元宇宙，網上衆說紛紜，各種觀點不斷湧現。而這些觀點往往僅來自一個視角，容易讓人們陷入“只見樹葉，不見森林”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"11 月 27 日，InfoQ、華爲雲、清華大學新媒體研究中心，將聯合舉辦一場超前的元宇宙高端論壇，以“你好，元宇宙”爲主題，邀請學術界、科技界、投資界和產業界的大咖，從多維度、多視角全面剖析元宇宙，共同探討元宇宙的價值。"}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","text":"分享一：國內學界第一份元宇宙研究報告解讀"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"今年 9 月，清華大學新媒體研究中心瀋陽教授團隊發佈國內學界首份關於元宇宙的研究報告——《2020-2021 年元宇宙發展研究報告》（簡稱《報告》）。據悉，《報告》分《理念篇》《產業篇》《風險篇》三個篇章，通過概念梳理、理論構建、行業分析等視角，全面解讀互聯網發展新階段——“元宇宙”的深刻意義，並研判其發展趨勢和潛在風險。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"這一次，元宇宙高峯論壇邀請到瀋陽教授，他將基於該報告全方位解讀元宇宙，從源起和發展看元宇宙的過去、現在和未來。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享嘉賓："},{"type":"text","text":"清華大學新聞學院教授、博導 瀋陽"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享亮點："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"bulletedlist","content":[{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"站在過去看未來，元宇宙能否成爲下一次科技文明的革命？"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"元宇宙時代下，產業生態版圖將如何變遷？"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"資本風口、產業內卷、算法壓力...... 元宇宙是否能如期而至？"}]}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"過去 20 年，從 PC 網絡到移動時代，互聯網改變了人類生活。而當下，互聯網在內容載體、交互方式、參與感以及互動性上長期缺乏突破，導致“沒有發展的增長”，內卷化的平臺形態成爲互聯網產業的主要瓶頸。與此同時，技術渴望新產品、資本尋找新風口、用戶期待新體驗，多重因素疊加，元宇宙被寄予厚望，成爲下一代互聯網。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"元宇宙通過聯通現實世界和虛擬世界，驅動產品創新和商業模式創新，把人和社會的關係數字化，對人類社會產生深遠影響。從“現在”到“未來”，元宇宙如何演進？我們相信技術與商業始終是核心。"}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","text":"分享二：技術與文明·探索元宇宙背後的關鍵技術"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"元宇宙被視爲一場新革命，是下一代互聯網。元宇宙的出現必然離不開創新性技術的突破。因爲一直以來，創新性技術都是社會進步的驅動力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"雖然我們目前距離元宇宙還很遠，但它的到來幾乎是確定性趨勢。科技對元宇宙的發展會起到何種作用？元宇宙的實現依賴哪些關鍵技術？科技創新又會顛覆哪些傳統想象？它又會如何衝破枷鎖，重塑未來？"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享嘉賓："},{"type":"text","text":"華爲雲架構與技術創新部高級專家 尹青"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享亮點："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"bulletedlist","content":[{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"實現元宇宙的三個必要因素（人、空間、交互）以及如何相互作用"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"從計算、AI 和媒體網絡三大方向看元宇宙的關鍵技術佈局"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"探祕那些接近元宇宙背後的“黑科技”"}]}]}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","text":"分享三：商業與創新·遊戲“預”見元宇宙"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"技術創新與市場需求相輔相成：市場需求驅動技術創新的快速發展，同時，創新應用是商業落地的關鍵要素，二者相互作用，相互推動。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"元宇宙的火熱反映出全球市場對現實世界和虛擬世界超強交互的期待與需求。元宇宙會如何落地？它是否會顛覆既有商業模式和業務需求？對於元宇宙的興起，各行各業究竟持何種態度並如何佈局？我們以遊戲行業爲例，試圖“窺一斑而知全豹”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享嘉賓："},{"type":"text","text":"Unity 大中華區技術總監 孫志鵬"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享亮點："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"bulletedlist","content":[{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"從小說到風口，遊戲行業爲何帶火元宇宙"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"從概念到實踐，元宇宙如何在遊戲行業率先落地"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"從用戶、技術與商業三個維度探究元宇宙重塑遊戲行業"}]}]}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","text":"分享四：投資、技術和行業應用視角下的元宇宙"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"元宇宙被稱爲互聯網的終極形態，是人類未來的數字化生存遷移的載體。從現在到未來，元宇宙的發展需要較長時間，存在諸多不確定性。放眼當下，元宇宙正處於“百家爭鳴”階段，諸多話題尚無準確定論，值得進一步探討。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"活動邀請了投資、行業應用和技術支持，三個領域 4 位專業人士進行分享，跟隨他們的視角，領略不同行業和領域人士對元宇宙的思考。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享主題"},{"type":"text","text":"：元宇宙下的機遇與風險"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享嘉賓"},{"type":"text","text":"：明勢資本技術 VP\/ 副總裁 徐之浩"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享主題"},{"type":"text","text":"：元宇宙時代，互聯網形態的變革"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享嘉賓"},{"type":"text","text":"：艾迪普傳媒技術總監黃河"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享主題"},{"type":"text","text":"：從“現在”到“未來”，元宇宙的技術滲透路徑"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享嘉賓"},{"type":"text","text":"：中國信通院雲計算與大數據研究所云計算部副主任 陳屹力"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享主題"},{"type":"text","text":"：對話系統：元宇宙生態的應用基礎設施"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"分享嘉賓"},{"type":"text","text":"：薄言 RSVP.ai 聯合創始人 崔安欣"}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"凜冽寒冬，讓我們趕赴一場元宇宙高峯論壇，撥開層層迷霧，探尋元宇宙的本質和價值。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"11 月 27 日下午，元宇宙思想盛宴正式開啓，我們等您來！"}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","text":"活動議程"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/infoq\/8b\/8bcfe665d43880ceb7ed866f666473a2.webp","alt":null,"title":null,"style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":null,"fromPaste":true,"pastePass":true}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}}]}