百度元宇宙产品“希壤”曝光，网民吐槽游戏品质粗糙、画质远不如页游

　　巨头布局元宇宙： 一场事先张扬的高调防御战

The Big Bang set up the universe: a pre-opened, high-profile defense.

　　作者： 吕倩

Author: Lu Xing

　　[ 1月18日，微软宣布以687亿美元全现金方式收购动视暴雪，每股95美元的价格较动视暴雪1月14日的股价溢价45%。 ]

[On 18 January, Microsoft announced a total cash acquisition of $68.7 billion for the storm, at a price of $95 per share compared with the share premium of 14 January for the storm.]

　　1月18日，微软宣布以687亿美元全现金方式收购动视暴雪，每股95美元的价格较动视暴雪1月14日的股价溢价45%，较2021年2月动视暴雪股价最高点103.81美元要低。

On 18 January, Microsoft announced a total cash acquisition of $68.7 billion for storm snowstorms, at a price of $95 per share compared to a 45 per cent equity premium on 14 January and a lower share price of $103.81 compared to the high value of snowstorms in February 2021.

　　微软CEO萨提亚·纳德拉在内部邮件中将游戏描述为在“元宇宙平台的发展中发挥关键作用”，但“元宇宙”这股洪流究竟去向何方，似乎并没有人明确地知道。

Microsoft CEO Satya Nadra describes the game in his internal e-mail as “a key role in the development of the meta-cosmos platform”, but it does not seem clear where the flood is going.

　　在这场怪异的、以“元宇宙”概念本身为主导的技术时代革新浪潮中，裹挟着一众厂商与创始人：有自身业务增长衰弱倒逼业务创新者、有在热点到来时卡位防御者，尚且虚无缥缈的“元宇宙”概念反成最大赢家——“天下英雄尽入吾彀中矣”。

In this grotesque wave of technological innovation, dominated by the concept of the meta-cosmos itself, many manufacturers and founders are held hostage: those with weak business growth of their own, those with default defensives when the hotspots arrive, and the vanity of the concept of the meta-cosmos becomes the biggest winner — “the heroes of the world are in our hands”.

　　巨头抢滩卡位

The giant's taking the beach position.

　　交易完成后，微软将成为仅次于腾讯和索尼的全球第三大游戏公司，同时，包括《使命召唤》《魔兽世界》《糖果传奇》等知名游戏品牌未来会纳入微软旗下。与动视暴雪一起，纳德拉表示会将游戏和社交带给地球上的每一个人，为游戏玩家创造最好的内容、社交和云端。

With the end of the deal, Microsoft will be the third largest global game company after Tsing and Sony, while brands of famous games, such as the World of the Worms, the Candy Legend, will be included under the Microsoft flag in the future. Together with the storm, Nadera has indicated that it will bring games and socialization to everyone on Earth, creating the best content, socialization, and cloud for game players.

　　如果微软不再做融资动作的话，易观分析互娱行业分析师廖旭华对第一财经记者表示，这笔收购将花费微软近一半的现金资产，这将是一场豪赌。

If Microsoft were to stop financing, it would be a big bet that Leu Xuhua, an opportunist who analyses the entertainment industry, told the first financial journalist that the acquisition would cost nearly half of Microsoft's cash assets.

　　对于动视暴雪而言，理应分开来看——动视、暴雪、King，其中动视的COD新作口碑已然输给微软343《光环》，下一代必然赶工，在动视公司整体陷入信任危机与疫情导致的效率低下等问题影响下，动视出现问题的可能性非常大。其次，暴雪方面新作持续未出，且暴雪核心IP对主机价值并没有那么大。最后，King目前只有现金流，对微软主机的战略价值也非常小。

For blizzards, it is appropriate to see them separately — sight, snow, King, where the new COD slogan has been lost to Microsoft 343 Halo, and the next generation will have to rush to work, with the potential for problems arising from the crisis of trust in the company as a whole and the inefficiency caused by the epidemic. Secondly, snowstorms are persistent, and snow core IPs are not so valuable to the mainframe. Finally, King currently has only cash flow and has very little strategic value to the Microsoft mainframe.

　　在廖旭华看来，在自家产品具备追赶迹象的时候高价收购对家产品，有些灭自己威风。虽然微软CEO在内部信提及了游戏对元宇宙的意义，但微软这笔收购买卖主要是为了XBox与XGP。

According to Liao Xuhua, when there are signs of catching up with their own products, the purchase of their products at a high price is a little self-destructive. Although Microsoft CEO mentions in his internal letter the significance of the game for the meta-cosmos, Microsoft's purchase is mainly for XBox and XGP.

　　元宇宙热始于2021年10月扎克伯格将Facebook改名为Meta，并宣布构建“元宇宙”生态系统。一位相关从业者对第一财经记者表示，并不认可Facebook更名Meta对行业是正向的引导意义。此前试图带队全球数字货币的举措失败之后，搭建在社交场景之上的元宇宙成为了新选择。

The heat began in October 2021, when Zuckerberg renamed Facebook the Meta and announced the construction of the Metacosm ecosystem. A related practitioner said to the first financial journalist that he did not recognize Facebook as a positive guide for the industry. Following the failure of previous attempts to lead the global digital currency, the metacosystem built on social scenes became a new option.

　　廖旭华认为，扎克伯格是因公司的社交业务、政治正确等原因需要一个新业态来进行自我提振。

According to Liao Xuhua, Zuckerberg needs a new business for self-promotion because of the company's social business, political correctness, etc.

　　但在国内，概念的兴起同样离不开大公司的“捧场”。

At the domestic level, however, the emergence of the concept could not be separated from the “crowding” of large companies.

　　2021年10月，阿里巴巴云栖大会上，阿里巴巴达摩院XR实验室负责人谭平宣布阿里巴巴达摩院成立XR实验室，并对元宇宙的概念进行了解读。他称元宇宙就是AR/VR眼镜上的整个互联网。

In October 2021, the director of the XR laboratory of the Ali Bababa Hotel, Tamping, announced the establishment of the XR laboratory at the Ali Babadam Monastery and interpreted the concept of the meta-cosm. He called the meta-cosmos the entire Internet on the AR/VR glasses.

　　他认为，AR/VR眼镜是即将要普及的下一代移动计算平台，而元宇宙则是互联网行业在这个新平台上面的呈现。从这个角度来看，元宇宙的范畴非常的广泛，包含了社交、电商、教育、游戏、支付，今天熟悉的所有互联网应用在元宇宙上都会有自己的呈现方式。

In his view, AR/VR glasses are the next generation of mobile computing platforms that are about to become popular, and the meta-cosmos industry is present on this new platform. From this perspective, the meta-cosmos has a very broad scope, encompassing socialization, electricity, education, play, payment, and all the Internet applications that are familiar today have their own way of presenting themselves in the meta-cosm.

　　2021年12月，百度宣布2021 AI开发者大会将在自己所开发的元宇宙产品“希壤”中举办，根据百度官方介绍，《希壤》的造型是一个莫比乌斯环星球，并且加入了众多中国元素，可同时容纳10万人同屏互动。

In December 2021, it was announced that the 2021 AI Developer's Congress would be held in the “Hyoma” of the meta-cosm product that it had developed, which, according to the 100-degree official presentation, was a Mobyuss ring planet and included many Chinese elements that could accommodate 100,000 people at the same time to interact with the screen.

　　但伴随“希壤”真实画面的曝光，网民玩家纷纷吐槽游戏品质粗糙，画质远不如页游，而所谓的“模拟现实”也仅仅是3D模型堆砌。

However, with the exposure of the real picture of “Hyoma”, Internet players are ravaging games of rough quality, drawing far below page travel, and the so-called “simulating reality” is merely a 3D model.

　　同期，网易智企表示将聚焦下一代互联网应用，发布IM+RTC+虚拟人解决方案，游戏/VR语音解决方案，虚拟世界数字内容风控解决方案。网易副总裁、网易智企总经理阮良向第一财经提到，元宇宙核心要素一定与现实社会有很大相似性，内部具备社区、城市、朋友等社交关系；其次，一定是平行于现实世界的一个相对比较虚拟的世界。

During the same period, cyber-intellectuals indicated that they would focus on the next generation of Internet applications, publishing IM+RTC+ Virtual Man Solutions, Game/VR Voice Solutions, Virtual World Digital Content Wind Solutions. The Web Vice-President, Nguyen Liang, Director-General of Cyber-intellectual Enterprises, mentioned in his first book that the core elements of the meta-cosm must be very similar to real societies, with social relationships such as communities, cities, friends, etc.; and, secondly, must be a relatively virtual world parallel to the real world.

　　而在腾讯2021年三季度财报业绩电话会上，腾讯总裁刘炽平回答关于元宇宙的问题时表示：“公司拥有大量探索和开发元宇宙的技术和能力。”但相对于元宇宙概念，腾讯内部更多称之为“全真互联网”。

In response to a question about the meta-cosmos, at the third quarter of 2021, Executive Director Liu Tseng said: “The company has a great deal of technology and ability to explore and develop the meta-cosmos.” But, in contrast to the meta-cosm concept, the message is more called the “Full Internet”.

　　防御性布局软硬件

Defensive layout hardware and hardware

　　不论是国外的微软、Meta，还是国内的腾讯、字节、网易，巨头在元宇宙的动作更多以防御性布局为主，技术层面并未看到革命性创新。

Whether Microsoft, Meta, or domestic telecommunications, bytes, web access, giants operate more defensively in the meta-cosmos than they see revolutionary innovations at the technical level.

　　阮良告诉第一财经，目前网易在硬件方面不会过度投入，主要以软件技术投入为主，硬件会与海信等硬件厂商展开合作。“硬件的火热离不开内容生态的跟进，而内容可以是游戏、视频、社交，或娱乐。”

Nguyen Thanh has told the First Money that the network is not currently over-invested in hardware, mainly in software technology, and that hardware works with hardware manufacturers such as HE Xin. "The heat of hardware is linked to the ecological follow-up of content, which can be played, video, social, or entertained."

　　阮良判断，软硬件的临界点将要到来——因为内容越来越多，便需要尝试在硬件上进行创新。

Nguyen Thanh has judged that the threshold for hardware and software will come — because of its increasing content, it will be necessary to try to innovate in hardware.

　　此前有消息称，腾讯准备斥资27亿元收购小米集团旗下黑鲨科技。收购后，黑鲨科技将放弃原有的手机业务，将业务核心转向VR/AR技术。腾讯提供内容，黑鲨提供VR硬件入口。

After the acquisition, black shark technology will abandon its original mobile phone business and turn its core to VR/AR technology.

　　行业人士对第一财经记者表示，该项收购目前尚处于洽谈当中，一方面如果收购落定，黑鲨并入腾讯PCG还是CSIG抑或是其他业务部门尚无定论；另一方面，互联网巨头投融资是否有重大趋势变化还仍需观察。

Industry said to the first financial journalist that the acquisition was currently under negotiation and that, on the one hand, the merger of black sharks into Tung or CSIG or other business sectors had not yet been determined; on the other hand, it remained to be seen whether there had been a significant change in the trend in Internet giant financing.

　　从腾讯对黑鲨的战略考量，以及微软对动视暴雪的收购比较，两家巨头公司分别在从硬件与软件层面进行布局。

From the strategic consideration of black sharks by tweaking, and from the comparison of Microsoft's acquisition of blizzards, the two giant companies arranged from the hardware to the software level.

　　Rokid创始人兼CEO祝铭明对第一财经记者表示，元宇宙领域，提前对软件层面进行布局更为靠谱，硬件距离定型还太早。目前所谓“元宇宙”的技术形态尚不成熟，而腾讯考虑收购黑鲨恰恰说明，眼下不要为产品具体形态纠结，先将硬件综合能力握在手里再说。而作为一向在硬件层面处于劣势的腾讯，不需要马上赌一个具体形态，但的确需要补齐硬件领域的短板了。

Rokid’s founder and CEO stated to the first financial journalist that, in the field of the meta-cosmos, the layout of the software is more robust in advance, and hardware is too early to be fixed. The current technology of the so-called meta-cosmos is not yet mature, and it is precisely the idea to consider the acquisition of black sharks that the combination of hardware should not be blocked for the specific form of the product at this point.

　　行业层面也持有相似观点。一位手机厂商战略负责人表示，对于微软这类软件公司而言，即使暴雪老了，买内容也不会吃亏，可以用于生态或用户订阅等，但买硬件就不一定了。

There is a similar view at the industry level. One strategic manager of a mobile phone manufacturer said that, for software companies like Microsoft, buying content, even if it was old, would not lose and could be used for ecology or subscriptions, but not necessarily for hardware.

　　另一位长期关注VR行业的人士对第一财经记者表示，期待腾讯整体战略向XR倾斜的朋友恐怕短期内要失望，目前腾讯在XR的布局近似于三年前腾讯TenVR团队解散后的延续，暂时不会列入集团优先战略层。

Another long-standing supporter of the VR industry said to the first financial journalist that friends who expected the overall strategy to be oriented towards XR would be disappointed in the short term, and that the current layout of the XR was almost as if the TenVR team had been disbanded three years earlier and would not be included in the group's priority strategy for the time being.

　　2018年，腾讯推出首款VR头显设备——TenVR，由腾讯智能创新业务部（InLab）自主研发，结合腾讯互动娱乐的内容和用户资源优势，负责探索腾讯在智能硬件领域的合作和研发机会。但类似于当年智能音箱火爆时腾讯推出9420音箱后再无声音，TenVR的后续也不了了之。

In 2018, the first VR head display device, TenVR, was developed autonomously by InLab, which explores opportunities for collaboration and research and development in the field of smart hardware, taking into account the content of interactive entertainment and user resource advantages. But similar to the 9420 sound when the smart box exploded in the same year, there was no sound, and there was no follow-up to TenVR.

　　未知的革新时代

An unknown era of innovation

　　针对目前巨头在元宇宙领域的卡位战，代码乾坤创始人邢山虎对第一财经记者表示，巨头公司看好的赛道在早期主要以资金投入为主，并不会立刻亲自下场，因为行业本身并未跑通。等到未来行业热度逐渐普及，烧钱砸市场的事情还会发生。

In response to the current campaign of giants in the realm of the Woncosmos, the founder of the code, Xing Xianxiao-ho, told the first financial reporter that the track that the giants looked at in the early days was largely based on investment and would not immediately end in person, because the industry itself did not run. Until the heat of the future industry became widespread, the burning of money to the market would happen.

　　泛化的布局中，到底哪些技术领域值得投资？光源资本产业合伙人吴健认为，自1995年至2020年的萌芽期，几个方面值得密切关注——头部的3D游戏引擎，如Unreal与Unity等是世界引擎的雏形；构建世界引擎的组件及技术，如物理引擎、渲染技术、社交模块等。

What technological areas are worth investing in in in a generalized layout? From 1995 to the early stages of 2020, the light-source capital industry partner, Oh Jian, argued that several aspects deserved close attention: the 3D engine of the head, such as Unreal and Unity, were the prototypes of the world engine; and the components and technologies that built the world engine, such as physical engines, rendering technology, social modules, etc.

　　2021年之后的探索阶段可关注XR（Extended Reality）、全息等技术的运用；针对单一场景的改造，即以强交互形式展现各类内容的场景，如视频游戏平台Rec Room；入口硬件设备及配套如VR、AR、MR（Mixed Reality）、XR、手势追踪、面部传感、眼球捕捉、全身追踪和全身传感等多维交互技术等；从视频内容到交互内容的升级；以及优质游戏公司都是可考虑标的。

The exploration phase after 2021 could focus on the application of technologies such as XR (Extended Reality), holoity, etc.; the adaptation of a single scenario, that is, the presentation of a variety of content in a powerful interactive format, such as video game platform Rec Room; entry hardware equipment and support such as VR, AR, MR, XR, tracking of gestures, facial, eye catch, whole-body tracking and whole-body sensation; the upgrading of video content to interactive content; and quality play companies.

　　而入门阶段则类似《头号玩家》中的绿洲，或米哈游打造的刀剑神域，要求AI达到新的阶段——核心技术和基础硬件，诸如GPU、CPU等各类芯片；算力技术、云计算、5G、6G、低轨卫星、新能源等基础设施；AI与区块链技术等。

The entry phase, on the other hand, is similar to the oasis of the First Player, or the Sword and Sword Dome created by the Mihall, which requires AI to reach a new stage - core technology and basic hardware such as various chips such as GPU, CPU; arithmetic technology, cloud computing, 5G, 6G, low-orbiting satellites, new energy sources, etc.; AI and block chain technology, etc.

　　而终局的元宇宙在吴健看来不是虚拟世界，也不是现实世界的映射，而是一个现实和虚拟完全交织、全面融合的世界。

And the final meta-cosmos is not a virtual world, nor is it a map of the real world, but a world in which reality and virtuality are fully interwoven and integrated.

　　元宇宙究竟为何物？

What is it in the Woncosmos?

　　多位从业者对第一财经记者表示，元宇宙是一个类似于当年互联网的概念，它代表一个新的时代，而在此基础上承载诸多技术与领域，但显然，它还承载了泡沫与噱头、差价与赌注。

A number of practitioners said to the First Financial Reporter that the Yuan cosmos was a concept similar to that of the Internet, which represented a new era on which a number of technologies and fields were built, but it was clear that it also carried bubbles and bumps, price differentials and bets.

责任编辑：梁斌 SF055

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