消費電子：怎麼看Vision Pro應用潛力？

China Consumer Electronics怎麼看Vision Pro應用潛力？Not just a device upgrade: we discuss Apple Vision Pro’s key potential applications for the VRAR/MR marketsOUTPERFORM(maintain)投资要点/Investment Thesis投资要点/Investment ThesisVision Pro產品屬性可以理解是①AR/VR/MR設備產品形態的升級；②空間計算時代的PC，是繼智能手機、平板電腦之後出現的唯一可以承載龐大應用生態的消費電子終端設備。產品力提升&新功能出現有助於打開其應用潛力，我們認爲Vision Pro產品應用潛力主要包括：A game changer with vast potential for VRAR/MR application marketsWe view Apple Vision Pro’s key attributes to be: •a device upgrade for the virtual reality, augmented reality and mixed reality markets; •and a personal computer for the VRAR/MR computing era, the only consumer electronic terminal capable of carrying an enormous application ecosystem after smartphones and tablets.Subsequent product enh ………………………………