三利谱：pancake膜材
杰普特：全球独家pancake检测、眼动追踪检测
大丰实业(建筑):虚拟现实政策拉动B/
G端受益标的，估值便宜
兆威机电：瞳距调节以及潜在的近视调节模组
长盈精密：MR结构件龙头
立讯精密：代工龙头，苹果明年MR元年
创维数字：小Pico,充分受益政策
国光电器：声学模组，VR整机代工
歌尔股份：代工龙头
智立方：苹果检测设备

紫建电子：异形电池

 

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