What investors should look for in the Vision Pro pre-order and launch

1. $Apple(AAPL.US)$ announced a February 2nd release date for the Vision Pro, in line with my earlier prediction of an early February launch.
2. When Apple announced the Vision Pro last June, the company did a good job showcasing the technology but left out more important information about the product’s positioning and key applications. If Apple can provide more details of these aspects before the pre-order or launch, it would help maintain sales momentum and attract more developers.
3. Thanks to the demand from Apple’s core fans and heavy users, the Vision Pro should sell out soon after it is available for pre-order or sale, resulting in a longer shipping time. If not, Vision Pro may take longer to become a success, which would be detrimental to the short-term stock price performance of Apple and its supply chain.
4. The Vision Pro’s MR/XR specifications and software are well above the industry average, so users are sure to be impressed by the product at first glance and can expect to see high praise for the Vision Pro’s user experience on the internet in general after the launch. However, whether the demand for Vision Pro can be sustained after the novelty wears off is even more important, depending on whether Vision Pro’s product positioning and key applications are clear and correct.
5. The lower-priced and second-generation versions that many investors have been waiting for have yet to be officially kicked off and are unlikely to be a trading theme shortly. However, the market’s feedback on the Vision Pro should help Apple decide quickly on the following models to come, which is something to watch for this year.