苹果Vision Pro预售火爆 MR概念股表现活跃 机构看好这些方向

作者: 第一财经   日期:2024-01-22 16:01 阅读:0  来源:第一财经  
分享到:
邮箱:

据第一财经报道

1月22日早盘,MR概念股表现活跃,截至发稿,华如科技涨停,易天股份涨超10%,联建光电、丝路视觉、奥拓电子等多股跟涨。

Vision Pro开订18分钟后库存售罄

消息面,据证券时报报道,美国时间1月19日,苹果Vision Pro正式开启预订。苹果美国官网显示,在预订开售5分钟内,Vision Pro的预订服务器就被挤爆,很多订单都无法处理。开订18分钟后库存就已售罄。

苹果美国官网显示,256G、512G、1T的Vision Pro分别售价3499美元(约2.5万元人民币)、3699美元(约2.66万元人民币)、3899美元(约2.8万元人民币)。

此外,配置蔡司普通镜片还要另付99美元(约合人民币720元),处方镜片则需要支付149美元(约合人民币1066元)。配件方面,Vision Pro的包装盒内标配了双环带、抛光布、外接电池组和30W的USB-C充电器等。

机构称MR产业有望迎来“iPhone4时刻”

国盛证券认为,AI投资将从逻辑映射阶段进入应用落地数据驱动阶段,而以XR为代表的新硬件落地也提升市场对产业链关注度,苹果Vision Pro预售爆火也验证这一产业趋势。继续维持对以AI及MR为代表的新产业方向的推荐,看好相关公司表现。

民生证券表示,苹果VR相较其他产品具有广大的潜在用户群和完备的体验设计,MR产业有望迎来“iPhone4时刻”,MR设备作为新新渠道,交互性内容作为新形态,有望开启应用侧的新成长路径,建议高度重视新渠道+新内容的全新发展场景构建。建议沿着以下进行布局:重视内容/IP方,关注影视、游戏、教育、社交、展览展示方向有所布局的公司;此外当前内容生产仍为PGC为主,关注新形态内容创制的“卖铲人”,关注XR虚拟拍摄公司、3D内容引擎、建模和渲染公司。

光大证券表示,看好MR内容产业方向的发展潜力,有望受益于苹果VisionPro的正式推出与迭代实现突破。AppleVisionPro发布预售热度高,一方面引起广泛讨论和尝试体验,若有体验完整度、创新性高的应用涌现,有望借力热度实现破圈,实现VisionPro的销售量、应用用户体量超预期,从而推动MR内容行业的快速成长。另一方面长期VisionPro的持续迭代,有望开启空间计算时代,助力全球MR内容生态建设,抬高MR内容行业的长期发展天花板。

文章作者

FreeMarker template error (DEBUG mode; use RETHROW in production!): The following has evaluated to null or missing: ==> info.copyRight [in template "1/default/newsDetail.html" at line 717, column 30] ---- Tip: It's the step after the last dot that caused this error, not those before it. ---- Tip: If the failing expression is known to legally refer to something that's sometimes null or missing, either specify a default value like myOptionalVar!myDefault, or use [#if myOptionalVar??]when-present[#else]when-missing[/#if]. (These only cover the last step of the expression; to cover the whole expression, use parenthesis: (myOptionalVar.foo)!myDefault, (myOptionalVar.foo)?? ---- ---- FTL stack trace ("~" means nesting-related): - Failed at: ${info.copyRight.content!""} [in template "1/default/newsDetail.html" at line 717, column 28] ---- Java stack trace (for programmers): ---- freemarker.core.InvalidReferenceException: [... Exception message was already printed; see it above ...] at freemarker.core.InvalidReferenceException.getInstance(InvalidReferenceException.java:134) at freemarker.core.UnexpectedTypeException.newDesciptionBuilder(UnexpectedTypeException.java:85) at freemarker.core.UnexpectedTypeException.(UnexpectedTypeException.java:48) at freemarker.core.NonHashException.(NonHashException.java:49) at freemarker.core.Dot._eval(Dot.java:48) at freemarker.core.Expression.eval(Expression.java:83) at freemarker.core.DefaultToExpression._eval(DefaultToExpression.java:88) at freemarker.core.Expression.eval(Expression.java:83) at freemarker.core.DollarVariable.calculateInterpolatedStringOrMarkup(DollarVariable.java:100) at freemarker.core.DollarVariable.accept(DollarVariable.java:63) at freemarker.core.Environment.visit(Environment.java:330) at freemarker.core.Environment.visit(Environment.java:336) at freemarker.core.Environment.visit(Environment.java:336) at freemarker.core.Environment.process(Environment.java:309) at freemarker.template.Template.process(Template.java:384) at com.jspxcms.common.file.FtpFileHandler$11.doInFtp(FtpFileHandler.java:270) at com.jspxcms.common.file.FtpTemplate.execute(FtpTemplate.java:58) at com.jspxcms.common.file.FtpFileHandler.storeFile(FtpFileHandler.java:257) at com.jspxcms.core.html.PInfo.doMakeHtml(PInfo.java:105) at com.jspxcms.core.html.PInfo.makeHtml(PInfo.java:48) at com.jspxcms.core.html.HtmlServiceImpl.makeInfo(HtmlServiceImpl.java:56) at com.jspxcms.core.html.HtmlServiceImpl$$FastClassBySpringCGLIB$$ca793f53.invoke() at org.springframework.cglib.proxy.MethodProxy.invoke(MethodProxy.java:204) at org.springframework.aop.framework.CglibAopProxy$CglibMethodInvocation.invokeJoinpoint(CglibAopProxy.java:736) at org.springframework.aop.framework.ReflectiveMethodInvocation.proceed(ReflectiveMethodInvocation.java:157) at org.springframework.transaction.interceptor.TransactionInterceptor$1.proceedWithInvocation(TransactionInterceptor.java:99) at org.springframework.transaction.interceptor.TransactionAspectSupport.invokeWithinTransaction(TransactionAspectSupport.java:283) at org.springframework.transaction.interceptor.TransactionInterceptor.invoke(TransactionInterceptor.java:96) at org.springframework.aop.framework.ReflectiveMethodInvocation.proceed(ReflectiveMethodInvocation.java:179) at org.springframework.aop.framework.CglibAopProxy$DynamicAdvisedInterceptor.intercept(CglibAopProxy.java:671) at com.jspxcms.core.html.HtmlServiceImpl$$EnhancerBySpringCGLIB$$24b34a51.makeInfo() at com.jspxcms.core.service.impl.InfoServiceImpl.updateHtml(InfoServiceImpl.java:879) at com.jspxcms.core.service.impl.InfoServiceImpl.pass(InfoServiceImpl.java:526) at com.jspxcms.core.service.impl.InfoServiceImpl$$FastClassBySpringCGLIB$$3b2ee07e.invoke() at org.springframework.cglib.proxy.MethodProxy.invoke(MethodProxy.java:204) at org.springframework.aop.framework.CglibAopProxy$CglibMethodInvocation.invokeJoinpoint(CglibAopProxy.java:736) at org.springframework.aop.framework.ReflectiveMethodInvocation.proceed(ReflectiveMethodInvocation.java:157) at org.springframework.transaction.interceptor.TransactionInterceptor$1.proceedWithInvocation(TransactionInterceptor.java:99) at org.springframework.transaction.interceptor.TransactionAspectSupport.invokeWithinTransaction(TransactionAspectSupport.java:283) at org.springframework.transaction.interceptor.TransactionInterceptor.invoke(TransactionInterceptor.java:96) at org.springframework.aop.framework.ReflectiveMethodInvocation.proceed(ReflectiveMethodInvocation.java:179) at org.springframework.aop.framework.CglibAopProxy$DynamicAdvisedInterceptor.intercept(CglibAopProxy.java:671) at com.jspxcms.core.service.impl.InfoServiceImpl$$EnhancerBySpringCGLIB$$2c00c0b2.pass() at com.jspxcms.core.web.back.InfoController.auditPass(InfoController.java:614) at com.jspxcms.core.web.back.InfoController$$FastClassBySpringCGLIB$$6206d7eb.invoke() at org.springframework.cglib.proxy.MethodProxy.invoke(MethodProxy.java:204) at org.springframework.aop.framework.CglibAopProxy$CglibMethodInvocation.invokeJoinpoint(CglibAopProxy.java:736) at org.springframework.aop.framework.ReflectiveMethodInvocation.proceed(ReflectiveMethodInvocation.java:157) at org.apache.shiro.spring.security.interceptor.AopAllianceAnnotationsAuthorizingMethodInterceptor$1.proceed(AopAllianceAnnotationsAuthorizingMethodInterceptor.java:82) at org.apache.shiro.authz.aop.AuthorizingMethodInterceptor.invoke(AuthorizingMethodInterceptor.java:39) at org.apache.shiro.spring.security.interceptor.AopAllianceAnnotationsAuthorizingMethodInterceptor.invoke(AopAllianceAnnotationsAuthorizingMethodInterceptor.java:115) at org.springframework.aop.framework.ReflectiveMethodInvocation.proceed(ReflectiveMethodInvocation.java:179) at org.springframework.aop.framework.CglibAopProxy$DynamicAdvisedInterceptor.intercept(CglibAopProxy.java:671) at com.jspxcms.core.web.back.InfoController$$EnhancerBySpringCGLIB$$5a4b906f.auditPass() at sun.reflect.GeneratedMethodAccessor1413.invoke(Unknown Source) at sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:43) at java.lang.reflect.Method.invoke(Method.java:498) at org.springframework.web.method.support.InvocableHandlerMethod.doInvoke(InvocableHandlerMethod.java:205) at org.springframework.web.method.support.InvocableHandlerMethod.invokeForRequest(InvocableHandlerMethod.java:133) at org.springframework.web.servlet.mvc.method.annotation.ServletInvocableHandlerMethod.invokeAndHandle(ServletInvocableHandlerMethod.java:97) at org.springframework.web.servlet.mvc.method.annotation.RequestMappingHandlerAdapter.invokeHandlerMethod(RequestMappingHandlerAdapter.java:854) at org.springframework.web.servlet.mvc.method.annotation.RequestMappingHandlerAdapter.handleInternal(RequestMappingHandlerAdapter.java:765) at org.springframework.web.servlet.mvc.method.AbstractHandlerMethodAdapter.handle(AbstractHandlerMethodAdapter.java:85) at org.springframework.web.servlet.DispatcherServlet.doDispatch(DispatcherServlet.java:967) at org.springframework.web.servlet.DispatcherServlet.doService(DispatcherServlet.java:901) at org.springframework.web.servlet.FrameworkServlet.processRequest(FrameworkServlet.java:970) at org.springframework.web.servlet.FrameworkServlet.doPost(FrameworkServlet.java:872) at javax.servlet.http.HttpServlet.service(HttpServlet.java:681) at org.springframework.web.servlet.FrameworkServlet.service(FrameworkServlet.java:846) at javax.servlet.http.HttpServlet.service(HttpServlet.java:764) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:231) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.apache.tomcat.websocket.server.WsFilter.doFilter(WsFilter.java:52) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.apache.shiro.web.servlet.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:112) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.apache.shiro.web.servlet.ProxiedFilterChain.doFilter(ProxiedFilterChain.java:61) at org.apache.shiro.web.servlet.AdviceFilter.executeChain(AdviceFilter.java:108) at org.apache.shiro.web.servlet.AdviceFilter.doFilterInternal(AdviceFilter.java:137) at org.apache.shiro.web.servlet.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:125) at org.apache.shiro.web.servlet.ProxiedFilterChain.doFilter(ProxiedFilterChain.java:66) at com.jspxcms.core.support.BackSiteFilter.doFilter(BackSiteFilter.java:50) at org.apache.shiro.web.servlet.ProxiedFilterChain.doFilter(ProxiedFilterChain.java:66) at org.apache.shiro.web.servlet.AdviceFilter.executeChain(AdviceFilter.java:108) at org.apache.shiro.web.servlet.AdviceFilter.doFilterInternal(AdviceFilter.java:137) at org.apache.shiro.web.servlet.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:125) at org.apache.shiro.web.servlet.ProxiedFilterChain.doFilter(ProxiedFilterChain.java:66) at org.apache.shiro.web.servlet.AbstractShiroFilter.executeChain(AbstractShiroFilter.java:450) at org.apache.shiro.web.servlet.AbstractShiroFilter$1.call(AbstractShiroFilter.java:365) at org.apache.shiro.subject.support.SubjectCallable.doCall(SubjectCallable.java:90) at org.apache.shiro.subject.support.SubjectCallable.call(SubjectCallable.java:83) at org.apache.shiro.subject.support.DelegatingSubject.execute(DelegatingSubject.java:387) at org.apache.shiro.web.servlet.AbstractShiroFilter.doFilterInternal(AbstractShiroFilter.java:362) at org.apache.shiro.web.servlet.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:125) at org.springframework.web.filter.DelegatingFilterProxy.invokeDelegate(DelegatingFilterProxy.java:347) at org.springframework.web.filter.DelegatingFilterProxy.doFilter(DelegatingFilterProxy.java:263) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.springframework.orm.jpa.support.OpenEntityManagerInViewFilter.doFilterInternal(OpenEntityManagerInViewFilter.java:178) at org.springframework.web.filter.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:107) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at com.jspxcms.core.support.CsrfFilter.doFilterInternal(CsrfFilter.java:47) at org.springframework.web.filter.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:107) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.springframework.web.filter.RequestContextFilter.doFilterInternal(RequestContextFilter.java:99) at org.springframework.web.filter.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:107) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.springframework.web.filter.HttpPutFormContentFilter.doFilterInternal(HttpPutFormContentFilter.java:109) at org.springframework.web.filter.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:107) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.springframework.web.filter.HiddenHttpMethodFilter.doFilterInternal(HiddenHttpMethodFilter.java:93) at org.springframework.web.filter.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:107) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.springframework.web.filter.CharacterEncodingFilter.doFilterInternal(CharacterEncodingFilter.java:197) at org.springframework.web.filter.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:107) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.springframework.boot.web.support.ErrorPageFilter.doFilter(ErrorPageFilter.java:128) at org.springframework.boot.web.support.ErrorPageFilter.access$000(ErrorPageFilter.java:66) at org.springframework.boot.web.support.ErrorPageFilter$1.doFilterInternal(ErrorPageFilter.java:103) at org.springframework.web.filter.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:107) at org.springframework.boot.web.support.ErrorPageFilter.doFilter(ErrorPageFilter.java:121) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166) at org.apache.catalina.core.StandardWrapperValve.invoke(StandardWrapperValve.java:197) at org.apache.catalina.core.StandardContextValve.invoke(StandardContextValve.java:97) at org.apache.catalina.authenticator.AuthenticatorBase.invoke(AuthenticatorBase.java:543) at org.apache.catalina.core.StandardHostValve.invoke(StandardHostValve.java:135) at org.apache.catalina.valves.ErrorReportValve.invoke(ErrorReportValve.java:92) at org.apache.catalina.valves.AbstractAccessLogValve.invoke(AbstractAccessLogValve.java:698) at org.apache.catalina.core.StandardEngineValve.invoke(StandardEngineValve.java:78) at org.apache.catalina.connector.CoyoteAdapter.service(CoyoteAdapter.java:367) at org.apache.coyote.http11.Http11Processor.service(Http11Processor.java:639) at org.apache.coyote.AbstractProcessorLight.process(AbstractProcessorLight.java:65) at org.apache.coyote.AbstractProtocol$ConnectionHandler.process(AbstractProtocol.java:882) at org.apache.tomcat.util.net.NioEndpoint$SocketProcessor.doRun(NioEndpoint.java:1647) at org.apache.tomcat.util.net.SocketProcessorBase.run(SocketProcessorBase.java:49) at org.apache.tomcat.util.threads.ThreadPoolExecutor.runWorker(ThreadPoolExecutor.java:1191) at org.apache.tomcat.util.threads.ThreadPoolExecutor$Worker.run(ThreadPoolExecutor.java:659) at org.apache.tomcat.util.threads.TaskThread$WrappingRunnable.run(TaskThread.java:61) at java.lang.Thread.run(Thread.java:750)