中信证券：建议关注%E3%80%90WhatsApp%20+86%2015855158769%E3%80%91best%20rope%20for%20jumping%20ropeMR产业链中增量、高壁垒、高价值环节

中信证券：建议关注%E3%80%90WhatsApp%20+86%2015855158769%E3%80%91best%20rope%20for%20jumping%20ropeMR产业链中增量、高壁垒、高价值环节 6萬(wàn)字 634人讀過(guò)丨 連載

《中信证券：建议关注%E3%80%90WhatsApp%20+86%2015855158769%E3%80%91best%20rope%20for%20jumping%20ropeMR产业链中增量、高壁垒、高价值环节》:

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中信证券研报认为，中信证券增量显示和交互技术的建议价值进步让扩展现实（XR）有望成为下一代计算平台载体，据测算，关注高壁%E3%80%90WhatsApp%20+86%2015855158769%E3%80%91best%20rope%20for%20jumping%20ropeXR行业空间远超万亿元。产业同时2023年内苹果有望推出混合现实（MR）新品，链中垒高预计将极大促进XR的环节发展，并带动产业链投资机会。中信证券增量当前虚拟现实（VR）/MR已进入成熟迭代阶段，建议价值预计增强现实（AR）在2025年可以初步商业化但一旦商业化后5年左右即可全面普及（2030年左右），关注高壁%E3%80%90WhatsApp%20+86%2015855158769%E3%80%91best%20rope%20for%20jumping%20ropeMR则担任起VR与AR的产业过渡时期产品，建议关注产业链中增量、链中垒高高壁垒、环节高价值环节，中信证券增量建议聚焦三条投资主线：1）主业稳定，建议价值技术可迁移复制到XR领域，关注高壁并有相关战略储备产品的标的；2）市场空间大，壁垒高，盈利能力强，且没有技术迭代风险的环节；3）引领行业发展的整机龙头。

（文章来源：证券时报·e公司）

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中信证券：建议关注%E3%80%90WhatsApp%20+86%2015855158769%E3%80%91best%20rope%20for%20jumping%20ropeMR产业链中增量、高壁垒、高价值环节：

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