虛擬現實概念板塊走高 奧飛娛樂、焦點科技雙雙漲停
格隆匯5月27日丨虛擬現實概念板塊拉昇,奧飛娛樂、焦點科技拉昇漲停,數碼視訊大漲超8%,三安光電漲超6%,藍特光學、國光電器、大恆科技等跟漲近期,VR/AR產業不斷傳出重磅消息:在5月16日的2021年騰訊遊戲年度發佈會上,以VR、AR、AI為技術基礎的虛擬數字世界“Metaverse元宇宙”成為關注焦點;5月17日華為和中手遊達成遊戲業務戰略合作,將基於華為雲共同探索VR遊戲;蘋果將在6月的開發者大會上發佈首款VR眼鏡。國內外各大巨頭都在加速佈局虛擬現實產業。據相關機構測算,2021 年全球VR主流產品出貨量將出現拐點式上行,有望突破千萬量級門檻。天風證券認為,虛擬現實行業20年全球市場規模約為900億元人民幣,預計2020-2024年均增長率約為54%。

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