2023全球VR/AR產業發展趨勢及投資機遇 | 格隆彙集結令

元宇宙即人工定義的虛擬宇宙,從某種程度上來講,它是互聯網的下一個階段,是由增強現實(AR)、虛擬現實(VR)、三維技術(3D)、人工智能(AI)等技術支持的虛擬現實的網絡世界,在這個“世界”裏有自己獨特的運行機制,人們在元宇宙中可以進行沉浸式體驗,完成高級的交互。
從聞所未聞到驟然爆火,脱胎於科幻小説的元宇宙,在過去的一年時間裏迎來了集中爆發。儘管各路玩家對元宇宙進行了諸多着墨,但時至今日其從概念向實處進發仍然存在現實差距。
(1)芯芯之火從“可以燎原”到“正在燎原”
(1)VR/AR產業何時迎來爆發?關鍵因素是什麼?
(2)VR行業出貨量與投資機會怎麼看?
(3)VR硬件演進趨勢、頭部終端設備結構&供應鏈&成本毛利如何拆解?
(4)VR內容何時破局,不同內容類型成本收益情況?
以上看點,國海證券全球科技首席 陳夢竹女士為您帶來專業的見解。
直播時間:
2022年12月02日(週五)20:00-21:00
直播主題:
2023全球VR/AR產業發展趨勢及投資機遇
直播嘉賓:
陳夢竹 國海證券全球科技首席分析師
嘉賓簡介:
南開大學本科&碩士,6年證券從業經驗,曾獲新財富、水晶球、保險資產管理業最佳分析師,現任國海證券全球科技首席分析師,專注於全球內容&社交互聯網、消費互聯網、科技板塊研究。
直播看點:
(1)VR/AR產業何時迎來爆發?關鍵因素是什麼?
(2)VR行業出貨量與投資機會怎麼看?
(3)VR硬件演進趨勢、頭部終端設備結構&供應鏈&成本毛利如何拆解?
(4)VR內容何時破局,不同內容類型成本收益情況?
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