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虛擬現實板塊走高 華為5G+AR峯會即將召開
格隆匯6月15日丨虛擬現實板塊開盤走高,佳創視訊漲超12%,利亞德、藍特光學漲超8%,數碼視訊漲超7%,湖北廣電、全志科技、領益智造等跟漲。隨着5G生態逐步成熟,AR與行業應用的融合正在進入爆發期,華為將於2021年6月17日舉辦共贏未來5G+AR全球線上+線下峯會。機構指出,VR/AR行業進入發展拐點,逐步進入產業化發展快車道。2020年疫情環境下VR設備銷售量增速明顯,國內產業鏈各環節元器件及整機生產線發展趨於完備,關鍵技術持續突破帶動國內市場需求擴大。國內企業在VR/AR行業的研發項目及資本投入增長明顯,且均形成一定的經濟效應,行業已步入快速增長階段,長期看好VR/AR產業鏈公司。

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