2024-08-14
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Big news came from Apple, AR glasses are on the rise.
Fumio Kishida to resign as prime minister
According to a report by the Global Times, citing the Japan Broadcasting Association, Kishida Fumio told party members that he intends to give up participating in the LDP presidential election to be held in September. The Japan Broadcasting Association reported thatThis means that after the new LDP president is elected, Fumio Kishida will resign as prime minister.
Kyodo News also reported the news. According to Hiroaki Shinohara, a reporter from TV Tokyo, Kishida will hold an emergency press conference at 11:30 a.m. local time on the 14th to announce the decision.
This breaking news quickly swept the screen and ranked first on Baidu's hot search list. Perhaps affected by the above news, Japanese stocks, which had been rebounding, plunged from their highs this morning, and the Nikkei 225 index turned green after rising by more than 1%.
AR glasses are on the rise
The A-share market performed poorly this morning. As of the morning close, the Shanghai Composite Index fell 0.35%. In terms of sectors, only six Shenwan first-level indexes, including media, utilities, construction and decoration, and communications, rose, while basic chemicals, agriculture, forestry, animal husbandry and fishery, and pharmaceuticals and biology all fell by more than 1%.
Recently, the AR glasses concept has performed well.Doctor glassesIt has been hitting the daily limit for 20 consecutive days, and at one point in the morning session today it rose by nearly 18%.
On the news front, well-known technology journalist Mark Gurman broke the news in "Power On" that Apple's Vision team, which focuses on AR technology, is continuing to experiment with and develop a number of products, including:An AR glasses, an "affordable version of Vision Pro" planned to be launched next year, and a second-generation Vision Pro with more complete functions but an unknown release date.
Huafu Securities believes that in the long run, smart glasses are an ideal carrier for AI Agents. AI Agents on glasses terminals have the first timeliness of information input and output. Smart glasses have the hardware foundation for long-term wear. Glasses products can obtain information from sensor units that are closer to people. Because they are close to people's faces, smart glasses can "see what people see" and "hear what people hear", and obtain more learning materials from users than other smart terminals.
Western Securities also said that AR glasses are expected to become the optimal solution for the implementation of edge AI. Currently, Meta, Apple, Google, Huawei and other leading companies at home and abroad are accelerating their layout in the AR field. According to Business Insider, Meta is expected to launch new AR glasses in September 2024. According to Bloomberg, Apple is developing lightweight AR glasses and is committed to introducing Apple Intelligence functions into its Vision Pro products.
Western Securities believes that with the active layout of the industry chain and the gradual maturity of the technology path, coupled with the empowerment of end-side AI, the shipment of AR glasses is expected to accelerate. According to Wellsenn's forecast, global AR sales are expected to reach 650,000 units in 2024, a year-on-year increase of 27%, and are expected to increase to 5 million units in 2027.
Institutions focus on
High-growth concept stocks are released
In terms of the AR glasses concept in the A-share market,Doctor glassesIn May 2022, we reached a strategic cooperation with Thunderbird Innovations and established a joint laboratory. At the same time, the offline launch of Thunderbird AirXR smart glasses was held simultaneously. The two parties will cooperate in many aspects such as human wearing ergonomics and optical waveguide myopia solutions.
Jiahe IntelligenceIt is stated that the company's intelligent acoustic solution can be used in the AR/VR/MR fields; it is applied on the company's AR glasses INMOGO.
Fenda TechnologyIn September 2015, the shareholding company Aotu Technology launched China's first augmented reality smart glasses "Cool Mirror" and announced its product under development - Xuanjing at the press conference. Xuanjing is a VR virtual helmet.
Crystal OptechLumus, in which the company holds a stake, is a world-leading provider of core components and technical services for see-through video glasses, with particularly outstanding technical advantages in polarized waveguide technology and field of view.
According to statistics from Securities Times Databao, in terms of growth, among the VR/AR glasses concept stocks rated by 5 or more institutions, 19 institutions unanimously predicted that the net profit growth rate this year, next year and 2026 will exceed 20%.
in,Hengxuan Technology, Wondershare Technology, BOE A, TCL Technology, ArcSoft, Orbbec, SanlipuInstitutions such as CSOP and CSOP unanimously predict that the net profit growth rate will exceed 30% in the next three years.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.
Editor: He Yu
Proofreading: Wang Wei
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