【兴证电子】苹果mr行业备货在即，关注mr产业链弹性标的

--根据供应链调研，苹果mr产业链模组元件在3-4月陆续进入量产出货环节，预计二季度到三季度有望发布，自2016年发布AirPods至今，苹果已经七年未发重点新单品，mr预计将是消费电子下一波主线，随着mr发布在即，苹果mr产业链情绪预计将进一步催化，建议重点关注。

--相关标的：长盈精密、立讯精密、领益智造、兆微机电、智立方、杰普特等

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