$Alibaba (BABA.US)$$TENCENT (00700.HK)$$Meta Platforms (FB.U...

It is true that the performance of the Internet sector is not satisfactory this year, and the performance growth rate has been affected. However, the direction of the future transformation has been basically determined, and offline smart city, online meta-universe, games and technology will all benefit. Here, the game has the first-mover advantage, the prototype of virtual community is the game, in view of the long layout period of the meta-universe, long-term configuration may need to consider the stability of cash flow.