歌尔股份-Meta Oculus VR 头显出货量与歌尔股价的关联

December 2, 2025 12:51 AM GMT GoerTek Inc | Asia Pacific M Idea Meta Oculus VR Headset Shipments vs. GoerTek's Share Price We focus on Meta's VR headset quarterly shipments vs. GoerTek's share price. Meta's 3Q25 shipments were 847K units (+54% QoQ, -28% YoY), a 6ppt QoQ share increase, to 90%. The shipment slowdown for model transitions could continue to cap Goertek's share price upside, near term. Morgan Stanley appreciates your support in the 2026 Extel (ex-Institutional Investor) Asia Research Survey. Re ...