苹果AR/VR操作系统曝光，还有大惊喜？影响这些股

38
Comment
Favorite

苹果AR/VR操作系统曝光，还有大惊喜？影响这些股

中国基金报2022-05-31

苹果AR/VR头显操作系统被曝已商标注册，或于下月初开发者大会上亮相。市场期待已久的苹果AR/VR又迎来好消息。据国内科技媒体报道，苹果的realityOS商标被发现已经完成注册，而注册公司为“Realityo Systems LLC”，该公司地址和macOS California发布前使用的地址相同。今年早些时候，苹果公司在App Store的更新日志中曾意外出现“realityOS”字眼，...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

红金鱼辣椒
·2022-05-31
😮 Surprised
Reply
1
Report
Yeong
·2022-05-31
Y
Reply
1
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2239816640?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","is_english":false,"pubTime":"2022-05-31 07:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2239816640","market":"us","top_or_hot":-1,"title":"苹果AR/VR操作系统曝光，还有大惊喜？影响这些股","media":"中国基金报","content":"<div>\n<p>苹果AR/VR头显操作系统被曝已商标注册，或于下月初开发者大会上亮相。市场期待已久的苹果AR/VR又迎来好消息。据国内科技媒体报道，苹果的realityOS商标被发现已经完成注册，而注册公司为“Realityo Systems LLC”，该公司地址和macOS California发布前使用的地址相同。今年早些时候，苹果公司在App Store的更新日志中曾意外出现“realityOS”字眼，...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果AR/VR操作系统曝光，还有大惊喜？影响这些股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果AR/VR操作系统曝光，还有大惊喜？影响这些股\n</h2>\n\n<h4 class=\"meta\">\n\n2022-05-31 07:40 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果AR/VR头显操作系统被曝已商标注册，或于下月初开发者大会上亮相。市场期待已久的苹果AR/VR又迎来好消息。据国内科技媒体报道，苹果的realityOS商标被发现已经完成注册，而注册公司为“Realityo Systems LLC”，该公司地址和macOS California发布前使用的地址相同。今年早些时候，苹果公司在App Store的更新日志中曾意外出现“realityOS”字眼，...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"","article_id":"2239816640","we_media_id":"6","thumbnails":["https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2239816640","pubTimestamp":1653954038,"sourceInfo":null,"weMediaInfo":{"media_name":"中国基金报","introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"summary":"市场期待已久的苹果AR/VR又迎来好消息。realityOS是一款针对AR/VR设备的操作系统，即在苹果AR/VR设备搭载。关于苹果头显具体的发布时间，海通国际证券分析师表示可能会在2023年第一季度发布，新款AR/VR头显第一年销量将在100万-150万台之间。目前，长盈精密正在参与苹果AR/VR设备结构件大件的设计，歌尔股份主要做小件。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"Apple AR/VR operating system exposed, and there is a big surprise? Affect these units","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ab5df117bf1ee16a4b4ee41098ffa9be","symbols_score_info":{},"content_text":"苹果AR/VR头显操作系统被曝已商标注册，或于下月初开发者大会上亮相。市场期待已久的苹果AR/VR又迎来好消息。据国内科技媒体报道，苹果的realityOS商标被发现已经完成注册，而注册公司为“Realityo Systems LLC”，该公司地址和macOS California发布前使用的地址相同。今年早些时候，苹果公司在App Store的更新日志中曾意外出现“realityOS”字眼，realityOS的简称为“rOS”。realityOS是一款针对AR/VR设备的操作系统，即在苹果AR/VR设备搭载。该商标申请日期都是2021年12月8日，申请截止日期有2022年6月8日和6月9日两个。值得一提的是，苹果WWDC22（苹果全球开发者大会）将于6月6日举行，而该商标的结束日期正是6月9日。也就是说，苹果很有可能会在WWDC22上发布关于这款设备的消息。本月有媒体报道称，苹果向董事会成员展示了其即将推出的AR/VR头显设备，这表明苹果不仅完成了硬件设计，同时在软件方面也已经制作完成。苹果AR/VR设备亮相在即AR/VR头显如果问世，将是苹果2015年Apple Watch问世以来，又一个主要新品类。苹果自2019年以来一直在努力发布这款AR/VR头显，但在2020年、2021年和现在的2022年出现多次延迟。苹果一直在处理诸如过热以及相机和软件问题等问题，导致首次亮相日期被推迟数次。关于苹果头显具体的发布时间，海通国际证券分析师表示可能会在2023年第一季度发布，新款AR/VR头显第一年销量将在100万-150万台之间。面板产业研究机构DSCC分析师也预计将在2023年发布。从目前的进度来看，这款头显有望在2022年底到2023年之间发布。AR/VR头显是苹果公司寄予厚望的一款产品。依据苹果分析师郭明琪研报，AR/VR是苹果公司非常重要的战略产品，苹果CEO库克希望AR在10年后彻底取代iPhone。按照目前iPhone全球超过10亿活跃用户来计算，苹果至少能在10年内售出10亿台AR设备。苹果或推动VR/AR行业新一轮增长据第三方数据显示，2021年VR及AR头显全球出货量仅33万台，占比智能手机出货量不到1%，渗透率仍处于较低水平。申银宏源表示，类比智能手机出货，VR/AR出货量有望在2025年首达1亿台，未来空间巨大。中原证券表示，2023年苹果有望推出AR产品，基于苹果系列手机在过去智能手机发展过程中的领先地位，苹果的AR产品可能引领AR行业的发展，同时推动AR领域进入到新一轮的增长周期。依据郭明琪研报，A股对应苹果AR/VR的投资标的主要有长盈精密和歌尔股份等，由于AR产品的舒适感、结构件会比手机更复杂，价值量得到提升。目前，长盈精密正在参与苹果AR/VR设备结构件大件的设计，歌尔股份主要做小件。海通国际证券分析师Jeff Pu预计，自研芯片或将成为苹果与竞争对手的主要区别之一，头显的内部处理器或类似M1芯片。此外，苹果AR/VR设备将拥有超过10个传感器及摄像头组合，索尼、韦尔股份、舜宇光学等有望供货。申万宏源建议中上游关注核心供应链公司（歌尔股份、京东方A等），有技术优势的整机厂商（创维数字）；应用端仍在探索期，下游关注各细分场景公司(芒果超媒、三七互娱、风语筑等)。声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":9027958172,"gmtCreate":1653961704796,"gmtModify":1676535370110,"author":{"id":"4090706723019730","authorId":"4090706723019730","name":"红金鱼辣椒","avatar":"https://static.tigerbbs.com/3c95079e353131bb0c2ebda843413a5d","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1},"htmlText":"😮 Surprised&nbsp;","listText":"😮 Surprised&nbsp;","text":"😮 Surprised","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027958172","repostId":2239816640,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9027051686,"gmtCreate":1653954804445,"gmtModify":1676535367216,"author":{"id":"3570864790458781","authorId":"3570864790458781","name":"Yeong","avatar":"https://static.tigerbbs.com/93092185d223c6e53fcfd64303836612","vip":1,"crmLevel":2,"crmLevelSwitch":1},"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027051686","repostId":2239816640,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":38,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}