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[real time news website] Chief Week View: Week 52, 2023

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 (The following content from Dongxing Securities "Chief Week: The 52nd Week 2023" Research Report Attachment Original Excerpts)
Electronics: Quanzhen Internet: computing power set up, XR singing, the future has come
The full -time interconnection is a series of technologies that fully perceived, connect, and interact with the real world through a variety of terminals and forms. As the core development trend of the next generation of Internet, Quanzhen Interconnection is leading the information carrier to 3D from the traditional graphic form to 3D to 3D.The transformation of stereo real world.
Great intelligent, credible protocols, and infinite computing power are the key support for all true interconnection.3D technology can bring users a more immersive experience by improving information transmission dimensions.VR/AR, as the human -machine interaction terminal of the whole real Internet, is an interactive entrance to the virtual world. VR game revenue will increase from US $ 1.8 billion in 2022 to US $ 3.2 billion in 2024.
Compared with overseas markets, the domestic VR/AR supply chain is more complete, and related companies are expected to achieve rapid development.Thanks to a number of supply chain manufacturers such as Microoled/MicroLED micro -display screen, optical engine and optical display module, and diffraction optical waveguide lenses mature.In addition to large enterprises such as Huawei and Xiaomi, many new -type enterprises have entered the VR/AR field, such as Thunderbird Innovation and Optoelectronics.
Investment suggestions: At present, the computing power of the all -true Internet sector is set up and XR singing. We are optimistic about the development opportunities of Quanzhen's Internet. Recommend Qingyue Technology, Victoria and Weishi Electronics.
Risk reminder: Product price fluctuations, industry prosperity downward, intensive industry competition, and Sino -US trade frictions intensify.
Reference report: "Electronic Industry:" Long Powwalker Effect "is resurrected, the technology giant stands up-2024 Electronic Industry Investment Outlook" 2023-11-29






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