[morning review]
In the morning, the two markets were mixed. As of the afternoon closing, the Shanghai Composite Index rose 0.07% to 3664.19 points; The Shenzhen Component Index fell 0.16% to 15112.15 points; The gem index rose 0.04% to 3496.47. On the disk, the power industry, power grid equipment, engineering construction, public utilities, shipbuilding and other industries were active, with the wine industry, energy metals, food and beverage, aerospace, medical devices and other sectors leading the decline. In terms of concept, virtual power plants, pumped storage, UHV, green power, smart grid and other sectors are strong, and Baijiu, CRO, prefabricated vegetables, GM, condiments and other conceptual plates are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 685.45 billion yuan.
[afternoon opportunity]
Recently, oppo held a future science and technology conference, released a new generation of smart glasses oppoairglass, and launched oppo5g remote racing car and cyberreal full-time spatial computing ar Application 2.0 in 5g and AR fields respectively. Oppo smart glasses adopt customized diffractive optical waveguide technology, and the weight of a single lens is only 6.6 G.
Previously, Huawei has released the second generation of VR smart glasses, and Apple also intends to focus on AR glasses and smart cars in the future. Ar terminal will become a new generation of terminal products detonating ICT industry. In order to achieve better user immersion, the core of AR industry chain is optical and display parts. It is expected that optics will continue to develop towards free-form surface and optical waveguide technology, and display will develop towards silicon-based OLED and microled. It is suggested to focus on relevant leading targets.
