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行业报告行业深度研究证券研究报告2024年01月28日机械设备MR:VisionPro上市前夜,空间计算开启iphone时刻?蓝海市场开启,设备投资先行作者:SAC执业证书编号:S1110522080001分析师朱晔行业评级:强于大市(维...
行业研究[2T0ab2le4_年Re0p2or月tda0te8]日[table_invest][VTaibsle_iNoewnTitPle]ro首销已出货超20万台,关注MR产业链主题投资机会行标配业——电子行业简评简评[证Ta券b分le析_A师uthors][table_main]方霁S0630...
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XR头显应用场景单一制约了硬件出货和应用繁荣。近两年XR头显性能提升,但出货量下滑,据WellsennXR数据,23年全球VR设备出货量同比-20%以上,海外和中国VR出货量分别自3Q22、1Q23开始同比下滑。我们认为,重要...