科技行业专题研究推荐.docx

《科技行业专题研究推荐.docx》由会员分享，可在线阅读，更多相关《科技行业专题研究推荐.docx（37页珍藏版）》请在第一文库网上搜索。

1、科技行业专题研究e &上岸分MeFBUS Me去芋今孕甘诺泰印 k cambnF 2024 平割 Me-a4卷比 4*kMeta 海音 Ho.zon worlds*吩*jAFm*沁壬 Horizon vences* XMe历 Nba 中法# NBA Lane 2 Horizon Worlds VR手*GOOGL US 6*决*AR(I取三 ARCore Geospatia- Ap-6*洛I/O汁*%淞讣7|51*:危海市3:吩6*&,4 ARX5*R淞弟充书KQCOMUSA计曾茶. 岁尾吵 育KAR河丰* AAPLUS H9AH-fr潴耳书胃, Door Detection *豪寻蟀洪手乒 N

2、VDAUS 小声.肖正片去法M 慈 71MASLM平t*3用沙 VR *为 浒*AiiM7 iis,* 笄 MSFTUS 第序.k 势叶EH日 #收百科不 *,M 讣 JSSGM6常 Moving p_a=orm Mode济河 SONYUS 汴；CEO 舟h羊号-w昭SE(弄丰采fta BungieU2ty UUS unityA2*m 落* 沁淞第 W*MB J* 后 3.。0Snap SNAP US Snap AR 推法、V Lens fap2.5 占SnapSnapchat ARzi*Dress UpSnap 决 ay*snapARs茅 Qffis+gsSDKH*2D 运育症落= HI-

3、AR-用外工 3D 法SAR 在廿岸注片兴Snap *匚Na*.on寸不4moo传*通常常4f* AR断海齐期HTC 2498 TT HTC ViveIMR2A*M*ve Mars CamTrackN-ac Ahr-Ns-ntic% AR(ttswp海kMh*5ft44前必濡 ， w*才海部t+G*J(pheagee)涔4dSUS 2*星沌吾用2-*c*桩*3笄VR节炉和用羊力第：3%&KX，36, *x VR城榆忡4滞2021/12/312022/1/72022/1/142022/1/212022/1/282022/2/42022/2/112022/2/182022/2/252022/3/4

4、2022/3/112022/3/182022/3/252022/4/12022/4/82022/4/1520224Z222022/4/292022/5/62022/5/132022/5/202022/5/27亭 *5002：AHM法坦 4*:oomberg w5d*Rs2: 2022A 茅学小W 叫苗 *i自中 wdsi* (*W2O22*5X 31 g)10%5%。%,5%1。%15%2。%25%,30%,35%K。2021/12/31 ,2022/1/7 2022/1/14 -2022/1/21 -2022/1/28 -2022/2/4 2022/2/11 2022/2/18 -2022/

5、2/25 -2022a4 2022/3/11 -2022/3/18 2022/3/252022/4/12022/4/82022/4/152022/4/222022/4/292022/5/62022/5/132022/5/20A+HN*.q A-HF2*夕卜 #导3 MHeJ必-全*300ffit: 2022荚AH AM若*”6一少斗寻/湖也(*州 20225c312022/5/27 工二 J h- .领域,公司代码股价（元）1,值（亿元）中冷利亿元）PE (x)股价涿映怙2022E2023E2024E2022E2023E2024E1MYTD平台700 HK307.5529,5621,2041,

6、4721,77124.520.116.7-3.5%-17.9%阿里巴巴SW9988 HK81.6817,7151.3461.5851.89913.211.29.3-5.7%-19.0%ARVR 无竽水晶光电002273 CH11.1715567926.121.418.118.6%-34.5%3L特先学688127 CH21.058513458.128.320.060.3%8.4%长信科技300088 CH69117012141614.711.910.712.5%-48.0%仰宇光学2382 HK123.801.35856678024.420.417.07.3%-49.3%近球必示京东方A000

7、725 CH3.791.4512062592887.05.65.05.4%-20.7%三安光电600703 CH20.5692126344335.926.821.212.3%45.3%华灿光电300323 CH7.018722-55.436.5-14.9%.9%利亚生300296 CH6.2215810131516.112.610.44.3%38.8%城像头翁宇光学2382 HK105.061.15253657821.717.714.87.3%-49.3%*尔般佛603501 CH164.001.43857728725.320.016.59.0%-47.2%姐我/”构件歌尔t份002241 C

8、H40.731.39159759023.718715.516.8%-24.3%立汛情家002475 CH33.812.39510013316623.917.914.49.5%-31.3%工业需取601138 CH9.411.8692232462678.47.67.0-1.2%21.1%欧菲光002456 CHS.73187-406-746.730.33.4%-40.9%长盈楠密300115 CH9.891194726.517.3.28.1%50.2%计算i*8工亚富我601138 CH9411.8692232462678.47.67.0-1.2%-21.1%内求游戏HS9999 HK144.4

9、44.74320223426523.520.317.910.5%8.6%配微文化002425 CH5.525322325.021.418.74.3%-42.7%三七互限002555 CH21.6648033384314.512.711.1-8.7%-18.4%世此华通002602 CH4.643463746-9.37.5-2.5%44.7%先美世界002624 CH13.5926419222514.112.210.70.1%-27.2%士通科技300031 CH15.296356811.99.88.37.8%-44.5%中才宝300052 CH17.97472.9%-45.0%拿般科技3003

10、15 CH3.0985.0.7%-36.4%也仑万州300418 CH14.7617717192310.59.17.63.0%-36.2%汤好300459 CH3.5112378917.415.514.14.2%36.8%古比特603444 CH323.3123217192214.011.910.50.5%-19.5%附视芒果悻300413 CH36 2167725303427.222.920.01.1%36.7%光线传媒300251 CH7.782288111327.621.018.07.3%-39.5%社交天下井600556 CH7.6713957927.220.015.45.6%-37.9%版比乂示风语就603466 CH18.928056716.612.810.811.8%-30.4%为商展示002751 CH.11.0.0%0.0%竺珞现觉300556 CH19.7124,1.5%-32.6%农精及也光惊300058 CH6.27156891020.417.115.29.2%-41.6%华扬我众603825 CH16.094145511.48.88.411.1%-44.8%浙文互我600986 CH5.116845617.413.711.72.0%-39.4%三人什605168 CH81.5883710