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郭明錤:Meta(META.US)将第四季Quest 3出货量下调5%至10% 料明年首季按季跌最少七成
阿思达克 10-30 10:07
天风国际证券分析师郭明錤表示,据最新调查显示,Meta(META.US)已下调头戴装置Quest 3今年第四季出货量约5%至10%;因市场需求低於预期,预期明年首季出货量将按季显着衰退约70%至80%。 他又指,在技术方面,苹果(APPL.US)Vision Pro领先Meta的头戴装置至少约两至三年时间,故在Vision Pro於明年初发售後,虽然会因为售价明显较高,与Quest的目标客户不同,但Vison Pro拥有显着的体验优势,将影响消费者采购Quest的意欲。
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