Beijing time on August 11 news, according to US media reports, "Pokemon" uses augmented reality technology to capture animated characters, but this successful game allows investors to see the sports, medical and design applications.
William Fong, portfolio manager of Baring China Select Fund, said: "We are most optimistic about this idea. What we see on the street is just the beginning." He said that virtual reality and augmented reality technologies can be used For sports training applications, the computer can analyze the swing of a golf club or tennis racket or the surgical procedure.
There have been applications that can change the color of the wallpaper and move the furniture in the interior design, or try glasses in the selfie. Fang said that although people are very excited about the technology, investing in any company or topic may be a mistake. "The VR industry is still developing."
According to Jason Low, an analyst at Canalys in Shanghai, there are companies in China that are engaged in the development of such technologies, including real estate developers such as Vanke, Wanda, Greenland, and Poly, eLong and Home Inns, Ali. Baba and other e-commerce providers, Shanda and Huayi Brothers and other VR theme park developers.
Lou said that social networking companies such as Tencent and Facebook may integrate VR content and games into social networking platforms to increase the number of users. Richard Clode, co-manager of global technology funds at Henderson Global Investors, said that the true value of virtual reality will be in software and content creativity.
He said that the helmet manufacturers such as HTC and Himax's stock "will rise in the near future", the future hardware specifications will increase, VR helmet prices will decline. Korode said that in terms of software, Baidu, Alibaba and Tencent have more choices. "Because they have a lot of money," it is difficult for Chinese small companies to compete.
According to Jitendra Waral, an intelligence analyst at Bloomberg, similar to smart phones, it's important to think less about hardware manufacturers and more about applications.
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