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MR开启新创新拐点，建议关注内容生态侧百花齐放。Vision Pro MR 预计2024年2月首批上市，作为苹果首款MR头显升级软硬件技术开启空间计算，通过打造生态降低应用迁移门槛，有望催化MR内容生态繁荣，建议关注VR\AR\MR内容侧有所布局及具备较强3D渲染能力的公司。 AI大模型有望在场景明确的垂直领域持续落地，并逐步具备明确的商业模式。AI大模型与垂直领域工作流的结合，可以提升生产和制作

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