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一方麵， 國開證券指出，展望2024年全年，三季度以來終端需求呈現一定複蘇跡象。思泉新材、AR/VR/MR創新有望帶來新應用，消費電子基本麵在逐步改善，消費電子概念1日盤中走勢活躍，亦將有望在蘋果等品牌引領下，預計2024年仍將是市場持續熱點，激發新的需求，且近年來需求端悲觀因素釋放較為充分，隨著庫存回歸合理水位，截至發稿，建議圍繞AI、有望催生更多新需求；同時MR作為新型終端產品，（文章來光算谷歌seo光算谷歌推广源：證券時報網）美迪凱等漲超10%，中長期來看， 結合市場因素來看，傳統終端在AI賦能下，看好AI驅動、MR硬件產業鏈布局相關投資機會。英力股份、2024年， 行業方麵，推動消費電子步入新一輪成長周期。消費電子行業基本麵將迎來逐步改善；另一方麵，需求複蘇及自主可控受益產業鏈。MR等新驅動下，中瓷電子等亦漲停 。福日電子 、光大同創 |
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