中信建投研报指出，苹果MR具体的发布时间目前虽然存疑，但有望在2023年内发布，在消费电子创新乏力的背景下，苹果有望再次激起行业变革的浪潮。中信建投判断苹果第一代MR将面向商用市场推动内容生态加速成熟，第二代MR有望以更低的价格实现向C端市场的下沉，加速VR/AR市场出货量提升。此外，苹果是全球消费电子创新的风向标，首款MR或将搭载Pancake光学方案、硅基MicroOLED显示屏幕、IPD调节、眼球+手部追踪交互方式等核心技术，有望引领AR/VR硬件端技术趋势。建议关注苹果产业链及相关核心技术供应商投资机遇。
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