$Lumentum _老虎社区_美港股上老虎 - 老虎社区

$Lumentum Holdings Inc.(LITE)$ 激光点投仪的市场还没有起来，一年之内价格波动可能会比较大，但是长期看未来VR AR是必然趋势加上各大手机厂商必然会模仿apple的faceID。此股长期看好，可以等待一个低点入场

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

老啃她爹
2018-03-19
老啃她爹
限制它股价的是产能，股价拐点根本看不到，哪怕出现能量产的竞争对手，因为潜在市场太大了
- 挣钱啊:
  市场可不好说，波动一直会有的
MJ2017
2018-03-20
MJ2017
请教一下：“各大手机厂商必然会模仿Apple的faceID”，有何根据？我不模仿就卖不出去？
- chloebaby:
  各位哨友前辈，求组群！
- MJ2017回复konya:
  谢谢！
- konya:
  还有就是自动驾驶的环境数据识别。现在知道的两个方向：一个是特斯拉采用的，摄像头的测距和图像识别，优势是成本低；一个是谷歌和Uber的激光测距，优势是数据更加精确（特斯拉之前高速上对前方停止行驶的货车的追尾事件就是因为数据识别不够精确）。市场一旦成熟，规模扩大，技术再进一步，成本必定会下降，激光测距的自动驾驶就会变成更主流的技术，这是更大，也是技术要求更高，价格区间更广阔的市场。
- konya:
  face ID的技术更多会用在现实的虚拟呈现上。举个例子，你在网上买双鞋，怎么知道买多大码？其实最好的实现方法是脚和鞋的立体扫描。再往下推一步，怎么实现数据的更快收集？具有3d激光扫描的移动设备的更大规模普及。那么现在可以知道的，就不再是跟不跟苹果，而是你跟不跟增强现实和虚拟现实的巨大计算市场。
- 蔚来韭号员工:
  指纹解锁，凸起的后置摄像头，再到双摄像头，你去看看现在手机是不是都这样，这些是谁引领起来的趋势。等真的全部手机都发新机了，你觉得你还有入场机会吗，价值投资本来就是赌未来，需要毛根据。
闪闪小铺
2018-03-18
闪闪小铺
估计跌幅不大，必竟这家伙现在火力全开的加速制造

发表看法

9

1

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