2025 Metaverse-related stocks recommendation: Key stocks selection and investment opportunity analysis

What Are Metaverse-Related Stocks?

Metaverse-related stocks refer to shares of companies that are directly or indirectly involved in the construction and operation of virtual worlds. As virtual spaces blur the boundaries with the real world, companies across various industries are participating in this ecosystem. From semiconductor manufacturers to content developers and communication infrastructure providers, all companies necessary for the expansion of the metaverse can be investment targets.

The metaverse is an environment where physical reality and digital virtual spaces merge, providing a platform where users can interact in real-time and perform various activities. This concept was first mentioned in Neil Stephenson’s 1992 novel, and today it is becoming a reality through advancements in augmented reality(AR), virtual reality(VR), and high-speed internet technologies.

The Current and Future of the Metaverse Industry

According to Grand View Research, the global metaverse market size is projected to reach $105.4 billion by 2024, with an expected compound annual growth rate (CAGR) of 46.4% from 2025 to 2030. This indicates that the metaverse is evolving beyond a simple gaming platform into a real economic space where economic activities, social interactions, and commerce take place.

The metaverse industry is broadly divided into four core sectors. First, the hardware sector involves devices such as VR headsets, AR glasses, and haptic feedback devices. Second, the software sector develops platforms, game engines, and interaction technologies that run virtual environments. Third, content creation fills the metaverse with games, virtual concerts, and entertainment. Fourth, infrastructure supports all activities through cloud services, 5G networks, and data centers.

Korea’s Companies Leading the Metaverse Industry

South Korea holds a strategically important position in the metaverse ecosystem. Its advanced semiconductor technology, robust 5G networks, and excellent content development capabilities are leading the industry.

Companies like Samsung Electronics and SK Hynix supply high-performance semiconductors that drive the metaverse, while telecom companies such as SK Telecom provide ultra-fast network infrastructure. Naver’s Zepeto is a major metaverse platform with over 300 million global users, especially serving as a hub for virtual fashion, social networking, and content creation in the Asian market.

Analysis of Major Investment Targets

Domestic Companies

Samsung Electronics(005930.KS) - As a global leader in electronics, Samsung is leading the development of VR/AR devices based on its display technology and semiconductor expertise. Continuous investment in next-generation technologies positions it to play a key role in hardware.

SK Hynix(000660.KS) - A world-class semiconductor company supplying high-performance memory and processing chips required by the metaverse. Its position in infrastructure is expected to strengthen.

Naver(035420.KS) - Focused on metaverse content creation and social networking through the Zepeto platform, strengthening its leading position in the Asian region.

Major Overseas Companies

Meta Platforms(META) - Leading both hardware and software sectors with Oculus VR headsets and Horizon Worlds platform. Continually investing substantial capital into metaverse technology development.

NVIDIA(NVDA) - Enables high-quality graphics rendering and interaction within the metaverse through GPU and AI technologies. A key infrastructure company providing the technological foundation for the metaverse.

Roblox(RBLX) - An online platform based on user-generated content, with approximately 80 million daily active users as of 2024. A leading company in metaverse content creation.

Opportunities and Risks of Investing in Metaverse-Related Stocks

( Advantages of Investment

The metaverse is expected to grow exponentially as technological innovation continues. As the market matures, related companies could lead the global economy, offering investors significant profit opportunities.

Investing in metaverse-related stocks also provides exposure to various industries such as technology, entertainment, communications, and gaming. This diversification helps spread investment risk and capitalize on growth opportunities across multiple sectors.

) Risks of Investment

The metaverse industry is still in its early stages, with rapid changes in technology development and consumer preferences. This can lead to significant volatility in the stock prices of related companies, making it challenging for risk-averse investors.

Regulatory uncertainties also exist. As the metaverse grows, regulations around data privacy, digital asset ownership, and online interactions may tighten, directly impacting company profitability and stock performance.

How to Invest in Metaverse-Related Stocks

Direct Stock Trading

The most straightforward method is to open a stock account through a domestic securities firm and purchase stocks listed on the Korea Exchange or KOSDAQ, or exchange dollars for overseas stocks on international exchanges. This approach is suitable for investors seeking long-term investment through actual stock ownership.

CFD Trading

Contracts for Difference (CFD) allow profit from price movements without owning the actual stocks. Gains can be made from both rising and falling prices, and leverage enables larger trades with less capital. However, high profitability comes with increased risk of loss, so careful risk management is essential.

Conclusion

Metaverse-related stocks offer an opportunity to invest in the growth of next-generation technologies connecting reality and virtual worlds. South Korea, with its semiconductor technology, network infrastructure, and content development capabilities, plays a leading role in this industry, with domestic companies like Samsung Electronics, SK Hynix, and Naver competing on the global stage.

As the metaverse market continues to grow, metaverse-related stocks hold limitless potential. However, due to market volatility and regulatory uncertainties, it is crucial to carefully select stocks and investment strategies aligned with your goals and risk tolerance. Staying informed about the latest market developments and proactively responding can help generate long-term profits.