Meta Platforms 在上周的年度 Connect 会议上展示了其全新的全彩混合现实 (MR) Quest Pro VR 耳机。ARK Invest 的副投资组合经理 Nick Grous在 10 月 17 日的通讯中写道，Meta添加了许多新功能，希望 Quest Pro 能够同时吸引企业和消费者市场。
方舟说，Meta 的 Quest Pro “可能领先于时代”
Grous 表示，Meta 对 Quest Pro 的愿景可能超前。然而，ARK认为 Meta 实现这一飞跃将是一个艰难的过程，因为它主要迎合消费者，现在希望在企业中推动下一波 VR 采用。
“我们质疑 Quest Pro 的可行性。最重要的是，Quest Pro 售价 1,500 美元，几乎是其前身 Oculus Quest 2 起价的四倍，”格罗斯写道。“在过去的几年里……AR/VR 头显的平均售价似乎在 400-500 美元之间找到了平衡，这表明 Meta 在用如此昂贵的型号吸引消费者方面可能会看到有限的成功。”
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Grous 说 Meta 似乎押注于企业采用，ARK认为这是一个很长的机会。
“根据我们从 Connect 中收集到的公告，Quest Pro 不太可能充分提高知识工作者的生产力来刺激广泛的企业采用，”格鲁斯写道。“事实上，它的许多新合作伙伴关系都涉及整合现有的通信和协作服务，例如 Zoom 和 Microsoft Teams，这些服务不太可能需要 VR 的沉浸式 3D 体验才能发挥作用。”
该产品还有其他一些问题，包括一到两个小时的电池寿命，以及可能导致晕车的刷新率。
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希望接触利润丰厚的人工智能行业的投资者应考虑ARK自主技术和机器人ETF ( Original Post>
ARKQ 旗下的公司专注于新产品或服务的开发、技术改进以及与能源、自动化和制造、材料、人工智能和交通等相关的科学研究的进步，并有望从中受益匪浅。