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虛擬現實板塊走高 數碼視訊拉昇封板
格隆匯7月5日丨虛擬現實板塊走高,數碼視訊拉昇封板,聞泰科技大漲近9%,佳創視訊漲超8%,利亞德、藍特光學、聯創電子等跟漲。中信證券研報認為,2020年以來,VR產業回暖,隨着硬件技術創新的邊際穩定,硬件滲透率提升的核心驅動要素已經全面轉向爆款內容的出現和新商業場景落地。遊戲作為目前VR核心使用場景,強社交屬性的爆點內容已出現研發埋點,同時線下社交遊戲有望成為新動力,為中期VR產業增長帶來較高的確定性,硬件中期投資機會明確。

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