On the news side, in the first quarter of next year, Apple's Vision Pro is expected to be on sale, and the mixed reality industry will accelerate its development, among them, China's AR market is expected to ship 240,000 units throughout the year, a year-on-year increase of 1339%, and the year-on-year growth rate is expected to reach 101 in 20240%。Guoxin** analysis believes that in 2024, Apple's new products will enter the game strongly, and the new AR glasses of mobile phone manufacturers are ready to go, and we believe that the industry is about to enter a period of rapid development.
Recently, the consumer electronics industry chain has been active again, and 5getf (515050) has strengthened for three consecutive days, up 504%, as of the date of publication, it has risen 2% strongly, and Goertek shares rose 8%, crystal optoelectronics, Pengding Holdings, Wangsu Technology, Lixun Precision, etc.
In the past five trading days, 5getf (515050) has received a net inflow of 42.46 million yuan. According to the data, 5GETIF (515050) is the largest 5G communication theme ETF in the whole market, with outstanding information innovation and computing power attributes. The constituent stocks not only cover computing infrastructure sectors such as optical modules (CPO), PCB, semiconductors, and consumer electronics, but also have a high weight in 5G application scenarios such as autonomous driving, cloud computing, and the Internet of Things. There are many popular computing power concept stocks such as Accelink, Zhongji Innolight, Tianfu Communication, Xin Yisheng, Montnets Technology, Fiberhome Communication, and Unisplendour. (Connection **Class A: Class 008086C: 008087).
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.