港股异动 | 高伟电子(01415)午前涨近4% Vision Pro量产在即 有望为公司带来业绩增量
高伟电子(01415)午前涨近4%，截至发稿，涨3.97%，报19.36港元，成交额2249.64万港元。
消息面上，根据Trendforce报道，苹果将于今年12月正式量产第一代MR产品Vision Pro，Vision Pro中国内地供应链比例提至60%左右。海通证券表示，当前VR市场主要集中在游戏类场景，AR市场主要集中在观影类场景。后续关注苹果Vision Pro办公、社交等应用场景拓展下的用户需求重构，以及MR带来的弹性空间。
长城证券表示，高伟电子是A客户手机及平板摄像模组的主要供应商，公司业绩与A客户产品出货有较强的关联性。A客户头显新品将于24年初正式发售，该产品配备12个摄像头，公司有望获得重要供应份额。该行认为，首款头显新品上市及后续版本迭代有望为公司带来部分业绩增量。
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