继鸿蒙之后，华为AR即将炫目登场！概念股有哪些？

上海证券报2021-06-14

过去两周，华为在市场上刮起“鸿蒙旋风”。支持和适配鸿蒙OS成为“风潮”，股市相关板块也异军突起，独领风骚。本周，华为又将携AR炫目登场！会不会刮起新的产业旋风？根据华为官方消息，华为将于6月17日举办5G+AR全球线上+线下峰会，联合全球运营商、管制机构、合作伙伴、媒体、分析师等，共促5G+AR生态繁荣。华为运营商BG首席营销官蔡孟波将在峰会上发布《AR洞察及应用实践白皮书》，深圳市通信...

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__终结__
2021-06-15
__终结__
[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]
- Pepeflabs:
  [喷血] [喷血]
第N次大变革大分流
2021-06-15
第N次大变革大分流
产品未出，沸腾文先行
Choolin
2021-06-14
Choolin
期待华为创造未来
飞天幻影
2021-06-14
飞天幻影
加油
PangCS
2021-06-14
PangCS
加油加油加油⛽

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OLED(硅基OLED)显示产品，为其下一代可穿戴设备——苹果AR眼镜上市做准备。\n硅基OLED主要应用在近眼微显示领域，包括虚拟现实（VR）、增强现实（AR）和混合现实（MR）。近年来，国内出现了一波硅基OLED产线投资热潮，投资规模已超过百亿元。京东方、维信诺旗下昆山梦显等企业纷纷入局。中国电子信息产业发展研究院预计，2023年硅基OLED市场规模有望达900亿美元。\n上证报梳理投资者互动平台上的上市公司问答发现，已有一批上市公司在VR/AR领域进行了布局：\n京东方A\n京东方控股子公司云南创视界3月宣布正在新建一条12英寸OLED微显示器件(硅基OLED)生产线，该项目总投资额为34亿元，设计年产能523万片。项目将分3期实施，预计将于2024年1月全部完成。云南创视界光电8英寸硅基OLED微型显示器件生产线已在2019年实现量产，目前正在加大产能。\n水晶光电\nAR眼镜是虚拟世界与现实世界的智能链接设备。水晶光电持股的以色列波导光学器件厂商Lumus展示了最新AR眼镜原型“Maximus＂，目前公司在衍射波导、反射波导、Birdbath等多种AR、VR显示技术上均有研发布局。\n歌尔股份\n公司在光学镜片、光波导、光机模组等AR相关的核心光学零组件及纳米压印等先进生产工艺制程技术领域内有相应布局，在AR整机的设计研发和生产制造方面具备丰富经验。\n福晶科技\n公司前期已向客户小批量提供AR/VR方面光学元件产品。\n润建股份\n公司在5G技术应用上结合物联网、云计算、大数据、人工智能、虚拟现实/增强现实等先进技术进行深入研究与前瞻布局，提供一站式泛智能化信息技术服务。\n捷成股份\n公司旗下参股公司世优科技专注于快速动画技术的研究与应用，在运动捕捉、表情捕捉、实时动画生成、环境模拟与渲染、图像处理、AR&VR等领域拥有多项自主知识产权和专利技术。\n大富科技\n公司旗下控股子公司深圳市大富网络技术有限公司，基于自主知识产权的NPL语言，开发了Paracraft、NPLCAD等平台，可建立涵盖VR、3D设计及打印、3D电影制作、作品/产品展示和电商交易、知识库、人工智能及STEAM教育等在内的各类3D网络平台。\n数码视讯\n公司有体感、AR/VR相关技术储备，尚未商用。\n丝路视觉\nVR/AR业务是公司未来的重点发展领域，公司旨在以VR/AR数字内容创作为核心及切入点，推动公司VR/AR业务与教育、培训以及公司现有业务等多领域重点融合发展。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":184827927,"gmtCreate":1623709169769,"gmtModify":1634029916151,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581995487837192","authorIdStr":"3581995487837192"},"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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