At present, there are bright lines and dark lines in the market, obviously it is Chinese medicine, recently a little institutional group meaning, today's number of stops is close to 20, but the consistency is expected to be a little high, many Chinese medicine stock tail plate fried board, such as: Jichuan, Enlightenment, Buddha Ci, Kun Medicine, etc., so the recent Chinese medicine may be differentiated, so do not chase to buy, every pullback can participate.
There are actually two dark lines, one is rural revitalization, this I will not say here, the other is VR equipment, recently I bought a VR device Oculus Quest2, said this English everyone is not very clear, in fact, is Facebook (Facebook) the second generation of VR equipment, I bought it has been more than half a month now, the overall experience, really TM good.
In the past, this level of VR equipment, how to have thousands or even tens of thousands, now you can buy very good VR equipment at a very low price, but here are 2 very serious problems;
1: You can't play on the Internet without science, that is, your network must be able to play on foreign websites.
2: The game is too expensive, a lightsaber game costs 2999 yuan, a gun game costs 3999 yuan.
In fact, now their practice is to shop, sell the device cheaply, and then charge through the program inside, this trick is really good, in the blink of an eye VR software Oculus topped the top of the US app store list, what does this mean, it is equivalent to buying Oculus Quest2 people are very many, very hot, and only people who buy their devices will download Oculus This APP, otherwise who have nothing to do without their own devices, but now their APP.
It is understood that at present, Meta has sold 10 million VR headsetS Quest2, and I have calculated another account, this 10 million VR, each person went to their mall to buy a lightsaber game (2999 yuan), that is 30 billion. Not counting the purchase of anything else, the deal is really good.
But don't envy people, this little money is nothing for Meta (Facebook), they expect that next year's VR shipments will increase by 70%, that is, 17 million units, naturally here is going to talk about another dark line, that is, vr industry chain.
Specific upstream, middle and downstream I will not give you a combing, today mainly with you to say two VR-related companies, one is an old friend Goertek, for Goertek everyone should be no stranger, he is the leader of the acoustics, and now in advance prepared "VR equipment FOUNDry giant" admission tickets, rushed to the next stop "meta-universe". As early as 2020, Goertek took the new generation of VR exclusive orders from Oculus.
The other is Luxun, which also has a layout in VR/AR products, and it is said that Apple's VR devices may be related to him.
The virtual person I told you last time, the media stock has performed very well recently, although I don't understand, but I don't reject it, and the media has been performing recently, and I can still pay attention to it.
Well, let's talk so much today, adjourn the meeting