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港股异动 | 飞天云动(06610)反弹超7% 此前一度跌至上市新低 机构指VR、AR未来将迎星辰大海

Changes in Hong Kong stocks | Feitian Cloud (06610) rebounded more than 7% and fell to a new low in the listing. Institutions say VR and AR will welcome a sea of stars in the future

Zhitong Finance ·  Mar 11 22:05

Feitian Yundong (06610) rebounded more than 7%. Previously, it fell to a new listing low. As of press release, it had risen 7.69% to HK$0.49, with a turnover of HK$4.23 million.

The Zhitong Finance App learned that Feitian Yundong (06610) rebounded more than 7%. Previously, it had a continuous decline and fell to a new low. As of press release, it had risen 7.69% to HK$0.49, with a turnover of HK$4.23 million.

According to the news, Hang Seng Index recently announced the results of a series of quarterly reviews of the Hang Seng Index up to December 31, 2023. All changes will take effect on March 4, 2024. Specifically, the number of constituent stocks in the Hang Seng Composite Index was reduced from 518 to 514, of which Feitian Yundong was excluded. Furthermore, according to the recent Hong Kong Stock Exchange adjustment announcements issued by the Shanghai Stock Exchange and the Shenzhen Stock Exchange, Feitian Yundong was removed from the Hong Kong Stock Connect list.

Fangzheng Securities pointed out that looking at VR and AR market performance, it is seen that VR equipment shipments reached a climax after OculusQuest 2, which has a high cost performance advantage, reached 10.29 million units in 2021, an increase of 72% over the previous year. VR based on games as the core application scenario began to encounter growth bottlenecks in 2022, with a long switching cycle, and a lack of key content to drive hardware upgrades and consumer exchanges; and since AR devices are still in the technical stage, product definitions and experiences are still being explored in the early stages, so the number of shipments in 23 was only 51. 10,000 units, but it can be found that quarterly shipments of AR devices are steadily increasing, reflecting the gradual improvement in consumer acceptance. Apple's leading ecological improvements is expected to boost headphone sales. It is expected that VR and AR shipments will exceed 42 million units and 5 million units respectively in '27.

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