Apple Vision Pro 2 Officially Released
Apple unveils the second-generation Vision Pro headset, now 40% lighter with a significantly reduced price, poised to accelerate the adoption of spatial computing.
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This event will impact the AI value chain, flowing from upstream computing infrastructure to downstream application scenarios. In the short term, leading companies in relevant technology routes will benefit first. In the medium term, industry adoption will accelerate; we recommend focusing on vertical players with strong data moats and deep scenario expertise.
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