表现强势的Web3.0概念到底是什么？
What is the concept of a strong Web3.0?
近期，Web3.0概念颇受市场关注。11月10日，Web3.0概念股掀起涨停潮。天地在线获10天8板，榕基软件4连板。
Recently, the Web3.0 concept received considerable market attention. On 10 November, the Web3.0 concept unit stagnated.
那么，表现强势的Web3.0概念到底是什么？
So, what is the strong Web3.0 concept?
Web3.0是什么?
What's Web3.0?
2014年，以太坊联合创始人加文·伍德（Gavin Wood）提出Web 3.0概念，将其描述为一种全新的互联网运行模式：用户自己发布、保管信息，不可追溯并且永不被泄露，即“去中心化的网络”。
In 2014, Gavin Wood, a co-founder of Tails, introduced the concept of Web 3.0 and described it as a completely new Internet mode of operation: users themselves publish and keep information untraceable and undisclosed, i.e., “decentralized networks”.
如今，这个出现了好多年的词，依然在被定义和讨论着。以下为多家机构关于Web3.0的论述：
This term, which has emerged for many years, is still being defined and discussed. The following is the discussion of Web3.0 by several agencies:
?中信证券：Web3是以区块链等技术为核心的下一代互联网形态，被看作是未来互联网重要发展方向之一。
? CS: Web3 is the next generation of Internet patterns centred on technologies such as block chains, and is seen as one of the important future directions of the Internet.
?东吴证券：Web3.0致力打造一个基于区块链技术、用户主导、去中心化的网络生态。在Web3.0中，用户为满足自身需求进行交互操作，并在交互中利用区块链技术，从而实现价值的创造、分配与流通。这样的整个用户交互、价值流通的过程就形成了Web3.0生态。
Web3.0 aims to create a network ecology based on block chain technology, user-led and decentralised. In Web3.0, users interact to meet their own needs and use block chain technology interactively to create, distribute and circulate value.
?银河证券：目前 Web3.0 仍然是一个雏形概念，大多数区块链项目都涵盖在Web3.0范畴内，未来Web3.0将为互联网时代带来更好的体验和更高的用户权限。
Galaxy securities: Currently, Web3.0 remains an embryonic concept, most block chain projects are covered in the context of Web3.0, and the future Web3.0 will bring better experience and higher user privileges in the Internet age.
?头豹研究院：Web3.0是基于区块链技术建立起来的互联网生态系统，具备区块链去中心化、分布式、共享共建的特点。
Web3.0 is an Internet ecosystem based on block chain technology with the characteristics of block chain decentralisation, distribution and shared co-construction.
综合多方论述，Web3.0是一种生态网络，关键词是“去中心化”、“基于区块链”。
Comprehensively, Web3.0 is an ecological network with the key words “decentralized” and “block-based chain”.
研究机构Messari的研究员进一步归纳了Web三个发展阶段的特点，即Web1.0为“可读”，Web2.0为“可读+可写”，Web3.0则是“可读+可写+拥有”。
Researcher Messari further summarized the characteristics of the three stages of Web development, namely, Web1.0 as readable, Web 2.0 as readable + writeable and Web 3.0 as read + write + own.
Web 3.0发展到什么程度了？
How far did Web 3.0 go?
综合多方观点，Web 3.0发展处于早期阶段、技术上存在限制。
With an integrated multidimensional perspective, Web 3.0 development is in its early stages and technically limited.
?华泰证券：Web 3.0尚处早期阶段。由于技术和资金上仍存在限制，Web 3.0尚未做到真正的去中心化。第一批可行的Web 3.0应用有望在2025年实现落地。
Web 3.0 is still in its early stages. Owing to technical and financial constraints, Web 3.0 has not yet been decentralised. The first viable Web 3.0 applications are expected to be in place by 2025.
?中信证券：基础设施不断完善，应用层仍处萌芽阶段。从Web3技术栈来看，根据Web3Foundation，Web3主要由基础设施与网络层（Layer0）、协议层（Layer1）、中间件层（Layer2&3）及用户接入层（Layer4）构成。随着L1多链并存生态发展、以太坊共识机制的变迁、侧链及Layer2的扩展，Web3基础设施的可拓展性正不断增强，以支撑繁荣发展的上层生态。应用方面，尽管NFT、GameFi等领域不断有明星项目出圈，但对稳定的商业模式、经济系统的探索仍处于早期阶段。
Middle-trust securities: Infrastructure is improving, and the application layer is still in its infancy. According to Web3Foundation, Web3 is composed mainly of infrastructure and network layers (Layer0), protocol layers (Layer1), intermediate layers (Layer2&3) and user access layers (Layer4). With the expansion of the L1 multi-chain ecological development, the evolution of the Ether Consensus, the side chain, and Layer2, the expansion of the Web3 infrastructure is increasing to support the prosperity of upper ecosystems.
?东吴证券：行业当前仍然处于早期阶段，在投资确定性上一定程度上仍受到发展阶段的限制。
♪ East Wu Securities: The industry is still at an early stage and is somewhat constrained in terms of investment certainty by the development phase.
值得注意的是，多家上市公司近期相继表示已布局Web3.0业务。
It is noteworthy that several listed companies have recently indicated that Web3.0 operations have been deployed.
东方国信：目前Web3.0的概念尚不明晰，还处在应用场景探索阶段。公司有Web3.0底层技术栈储备，包括区块链、云计算、人工智能、数字孪生/元宇宙。
Eastern State Trust: The concept of Web3.0 is not yet clear and is still at the stage of exploration of the application landscape. The company has a reserve of Web3.0 floors of technology, including block chains, cloud computing, artificial intelligence, digital twin/megaspace.
中文在线：公司在web3.0领域持续关注全球各个国家和地区的最新政策动态，与行业内优质公司充分交流沟通，在符合各地区政策前提下开展相关业务布局，目前公司已在新加坡设立COL WEB全资子公司。
Chinese Online: In the area of web3.0, the company is continuously following the latest policy developments in various countries and regions around the world, communicating fully with high-quality companies in the industry, and developing relevant business layouts in line with regional policies, and currently has COL WEB fully-owned subsidiaries in Singapore.
超图软件：Web3.0作为下一代互联网技术，超图在相关的技术与GIS结合方面进行了布局。包括空间区块链技术、人工智能GIS技术、大数据GIS技术、融合AR与VR的新一代三维GIS技术等。
Supercharting software: Web3.0 is the next generation of Internet technology, which is configured in terms of the integration of relevant technologies with GIS. These include space block chain technology, artificial intelligence GIS technology, big data GIS technology, and a new generation of three-dimensional GIS technology that integrates AR with VR.
东港股份：公司目前已经在开展web3.0相关技术的研究，未来计划在数字金融、智慧办税等相关业务领域结合Web3.0有关技术进行产品化的应用与推广。
East Harbour shares: The company is currently conducting research on technologies related to Web3.0 and plans to introduce and disseminate them in the future in the relevant areas of business such as digital finance, smart taxation, etc., in conjunction with Web3.0 related technologies.
机构建议关注相关产业机遇
市场前景方面，据GrandView报告，到2030年，全球Web3.0区块链市场规模预计将达到335.3亿美元，从2022年到2030年的复合年增长率为44.9%。
In terms of market prospects, GrandView reports that the global market size of the Web 3.0 block chain is expected to reach $33.53 billion by 2030, with a compound annual growth rate of 44.9 per cent from 2022 to 2030.
东方证券观点是，现阶段Web3.0处于发展初期，底层基础设施的搭建尤为重要，建议关注提供区块链技术服务的运营商、分布式存储服务供应商。
The view of Eastern securities is that, at this stage, Web3.0 is at an early stage of development and that the infrastructure infrastructure at the bottom is particularly important, and it is recommended that attention be given to operators and distributed storage service providers providing block chain technical services.
中信证券认为，Web3仍处于探索阶段，在技术及全球监管环境仍不成熟的背景下，依然面对较多的不确定性及风险，建议更多关注Web3技术创新带来的产业机遇，以及相关互联网公司的布局及发展。
The Sino-Portfolio believes that Web3 is still at an exploratory stage and that it continues to face more uncertainty and risks in a context where technology and the global regulatory environment remain immature, and recommends that more attention be paid to the industrial opportunities offered by technological innovations in Web3 and the layout and development of related Internet companies.
东吴证券则表示，依然对未来的变化保持积极乐观的态度，政策的持续出台也有助于行业健康发展。
On the other hand, the East Wu Securities Agency stated that it remained positive and optimistic about future changes, and that the continued introduction of policies would also contribute to the development of health in the industry.
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论