港股异动 | 高伟电子(01415)涨近5%触及历史高点 中金预计1Q24苹果将启动Vision Pro线下销售
高伟电子(01415)早盘涨近5%，触及历史高点22.65港元。截至发稿，涨4.86%，报22.65港元，成交额3829.79万港元。
中金公司指出，预计1Q24苹果将启动Vision Pro线下销售，看好在Vision Pro成熟的硬件助力下，用户对MR产品体验反馈或将超出市场预期，从而推动零部件创新如硅基OLED、IPD瞳距调节等。预计2024年Meta、Pico及三星等大厂均有望发布多款VR品牌，推动VR出货量重回正增长。
光大证券指出，高伟电子于2021年布局VR/AR，与上游苏大维格战略合作持续推进，并于2021年9月合资成立立景维格（公司持有40%股权），加强光波导等光学技术储备。作为苹果摄像头模组的主要供应商，公司有望发挥其多年积淀的光学器件精密封装技术优势，将摄像头模组业务拓展至苹果MR产品中，纵向加深与大客户合作关系。
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