郭明錤更正：预测 2022 年 Meta VR/耳机出货量下调 25-35%

Wallstreetcn
2022.06.22 10:05
天风国际分析师郭明錤再次发文表示，此前发货预测是基于调查和判断，而不是官方数据。更正预测 2022 年 Meta VR/耳机出货量下调 25-35%(此前为 40%) 到 700 万-800 万。郭明錤表示，订单削减主要在 2022 年下半年，由于 Meta 降低了硬件投资以及经济衰退的风险，将 Meta VR/耳机出货量的预测降低 40-50%，并预测原定于 2024 年及之后的 Meta 耳机发货将推迟。
Source: Wallstreetcn The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.