AVP热门应用：MR有望在多场景爆发

国泰君安证券股...02-18

苹果R设备Vision Pro提供600款定制应用与100万款兼容应用。1）官方举例九大场景，"沉浸"、"全新”成关键词。举例提及的应用多达81款其中内容观看、游戏、办公三类提及了最多的应用，分别为18、16、15个，学习、音乐、购物、专注等各提及5-7个应用，沉浸式娱乐与探索新地点各提及4个，供应方相对较少。2）“窗口、空间容器、全空间"三种产品形态在目前较为热门的Vision Pro应用中都有...

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Pro的定制化内容可以带来差异化体验，如音乐会、体育赛事等，可以借助多屏展示或3D显示，增加额外的信息密度；通过在拍摄时进行多角度采集，能够让用户以更多的维度体验内容，更加沉浸。代表应用（Encounter Dinosaurs）（AmazeVE Concert》《NBA》等。实用应用方面，办公类应用多采用窗口式、体现无边界交互，教育培训类应用创新交互方式，提升学习效率。办公类应用：1）多是成熟应用，从其他平台移植而来的兼容应用为主；2）目前多采用窗口形式，产品形态并无大改，更多是展现形式变化；3）比较适合与mac等其他硬件设备联合使用，代表应用是Microsoft 365，Numerics，Zoom等。教育培训类应用：Vision Pro适合进行各种培训、指导、教育场景，特别是较难通过文字、图片指导，需要\"指导+实践”的类型，如音乐、医学；或是设备较为昂贵、沉重的，如天文、机械，如《Piano：Flowing Tiles）《Insight Heart》《Djay》《JigSpace）。其他沉浸式体验：购物、家居、专注。代表应用有J.Crew Virtual Closet（购物）、Zillow Inmerse（看房）、Lowe，s Style Studio（装修）、Lungy Space，Mindfulness（冥想）。投资建议：1）游戏，推荐恺英网络，其他受益标的恒信东方、宝通科技、电魂网络、富春股份；2）IP内容公司，推荐上海电影，其他受益标的包括华策影视、中文在线；3）工具类，受益标的风语筑、丝路视觉、因赛集团、凡拓数创、锋尚文化等；4）其他R内容制作产业链公司，受益标的华如科技、超图软件、凌云光、数码视讯等。风险提示：Vision 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