元宇宙时代：投资于交付、基础架构和内容(英)-汇丰-2021.12-74页.pdf.pdf

                    Disruptive Technology ● Equities
December 2021

Contents
Infrastructure stocks

36

Hon Hai

38

Wiwynn

38

The metaverse metrics that matter 4

Quanta

39

Disruptive tech research

5

Content stocks

40

Summary of stocks to play the
metaverse theme

6

Meta Platforms

40

Tencent

43

Making sense of the metaverse

7

Dassault Systèmes

48

Ubisoft

52

7

CD Projekt

52

10

Pearl Abyss

53

ESG and other potential issues for
the metaverse
12

Perfect World

54

Mango Excellent Media

55

Stocks that enable the metaverse
today
15

Kering

57

HYBE Corp

58

Disclosure appendix

68

Disclaimer

72

CIO tearsheet

1

Playing the metaverse theme

3

Where is the metaverse in our
HSBC Disruption Framework?
What is the metaverse?

2

Delivery stocks

18

Goertek

21

Sunny Optical

22

Will Semi

23

BOE Technology

24

TSMC

25

Win Semi

26

LandMark

27

Largan

28

Samsung Electronics

29

SK Hynix

31

LG Display

32

LG Innotek

34