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Guo Minggui: The MR/XR specifications and software equipped with Vision Pro significantly exceed the industry average level, and the short-term stock price of the supply chain remains to be observed. Guo Minggui, an analyst at Tianfeng International Securities, announced in an X post on the 9th that Apple announced the release date of Vision Pro as February 2nd. With the demand of Apple's core fans and heavy users, Vision Pro has started pre ordering or post sales, and should soon be sold out and display a longer shipping time. If not, it means that Vision Pro may take longer to succeed, which is detrimental to the short-term stock price performance of Apple and related supply chains. The MR/XR specifications and software equipped with Vision Pro significantly exceed the industry average level, so users should have a stunning first impression of this product. Therefore, it is expected that high praise for the Vision Pro user experience will be widely seen on the internet after its release. However, whether the demand for freshness can continue to be more important after its decline depends on whether the product positioning and key applications of Vision Pro are clear and correct.
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