Apple has big news, AR glasses are on the rise.
Fumio Kishida will resign as Prime Minister
According to Global Times citing the Japan Broadcasting Corporation, Fumio Kishida told party members that he plans to give up participating in the upcoming Liberal Democratic Party presidential election in September. The Japan Broadcasting Corporation reported that this means that after the election of the new president of the Liberal Democratic Party, Fumio Kishida will resign as prime minister.
Kyodo News also reported this news. Tokyo Television reporter Yumei Shimohara said that it is reported that Kishida will hold an emergency press conference at 11:30 am local time on the 14th to announce this decision.
This sudden news quickly flooded the screen and ranked first on Baidu's hot search list. Perhaps influenced by the above news, the Japanese stock market, which had been continuously rebounding, plunged to a high this morning, and the Nikkei 225 index turned green after rising more than 1%.
AR glasses stand on the air vent
The A-share market performed poorly this morning, with the Shanghai Composite Index falling 0.35% as of the morning close. In terms of sectors, only six Shen Yi level indices, including media, public utilities, building decoration, and communication, rose, while basic chemicals, agriculture, forestry, animal husbandry, fisheries, pharmaceuticals, and biology all fell by more than 1%.
Recently, the concept of AR glasses has performed well, with Doctor's glasses hitting the daily limit up by 20cm, and rising nearly 18% in early trading today.
On the news front, well-known technology journalist Mark Gurman revealed in "Power On" that Apple's Vision team, which focuses on AR technology, is continuously experimenting and developing multiple products, including an AR glasses, an "affordable version of Vision Pro" planned to be launched next year, and the second generation Vision Pro with more complete functions but unknown release date.
Huafu Securities believes that in the long run, smart glasses are an ideal carrier for AI agents. The AI agent of the glasses terminal has the first timeliness of information input and output. Smart glasses have a hardware foundation for long-term wearing. Glasses products can obtain information from sensing units that are closer to humans. Due to its proximity to the human face, smart glasses are able to "see what people see" and "hear what people hear", providing more learning materials for users than other smart terminals.
Western Securities also stated that AR glasses are expected to become the optimal solution for the landing of end-to-end AI. Currently, leading companies at home and abroad such as Meta, Apple, Google, and Huawei 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 functionality into its Vision Pro products.
Western Securities believes that with the active layout of the industrial chain and the gradual maturity of the technological path, coupled with the empowerment of end-to-end AI, the shipment of AR glasses is expected to accelerate. According to Wellsenn's prediction, global AR sales are expected to reach 650000 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 released
In terms of the concept of AR glasses in the A-share market, Doctor Glasses and Thunderbird Innovation reached a strategic cooperation in May 2022, establishing a joint laboratory. At the same time, the offline debut of Thunderbird AirXR smart glasses was held simultaneously. The two sides will cooperate in various aspects such as ergonomics and optical waveguide myopia solutions.
Jiahe Intelligent stated that the company's intelligent acoustic solution can be used in the AR/VR/MR field; The AR glasses INMOGO produced by the company have applications.
In September 2015, Autu Technology, a joint venture company of Fenda Technology, released China's first augmented reality smart glasses, "Kujing", and announced at a press conference the product it is currently developing - Xuanjing, which belongs to the VR virtual helmet category.
Lumus, a company in which Crystal Optoelectronics holds a stake, is a globally leading provider of core components and technical services for penetrable video glasses, particularly with outstanding technological advantages in polarized waveguide technology and field of view angle.
According to Securities Times Data Treasure statistics, in terms of growth, among VR/AR glasses concept stocks rated by 5 or more institutions, 19 institutions unanimously predict that their net profit growth rate will exceed 20% this year, next year, and 2026.
Among them, institutions such as Hengxuan Technology, Wanxing Technology, BOE A, TCL Technology, Hongruan Technology, OBI Zhongguang, and Sanlipu unanimously predict that the net profit growth rate will exceed 30% in the next three years.
Disclaimer: All information provided by Data Treasure does not constitute investment advice. The stock market carries risks and investments should be made with caution.
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