Citic Securities: continue to be optimistic about the iteration of Apple's MR and the opportunities of related industrial chain companies

(Citic Securities: continue to be optimistic about the iteration of Apple's MR and the opportunities of related Industry chain companies). According to the CITIC Securities Research report, Apple has released its first MR Touxian product, named Apple Vision Pro, priced at US $3499, and is expected to sell in 2024. On the whole, we believe that as Apple's first head display product, although the mass production time is lower than the market expectation, the product has outstanding performance in terms of interaction and device collaboration, as well as higher-than-expected performance on the application side. The medium-and long-term dimensions continue to be optimistic about the iteration of Apple MR and the opportunities of related industry chain companies.