Disclosures&Disclaimer:ThisreportmustbereadwiththedisclosuresandtheanalystcertificationsintheDisclosureappendix,andwiththeDisclaimer,whichformspartofit.By:FrankHe(S1700517120005)VirtualRealityHittingitsstrideVirtualrealityisfinallytakingoffafteryearsoffalsestartsasheadsetsimprove,pricesfallandmorecontentbecomesavailableWe’remorebullishthanthemarketonsalesasweexpectsocialnetworkingviathemetaversetobeatexpectations……anddetailthetechnologiesandopportunitiesallacrossthesupplychainincludingthedisplays,lenses,opticsandcamerasSPOTLIGHTDisruptiveTechnologyEquityResearchReportwww.research.hsbc.comNovember2021ChinaThematicresearch1DisruptiveTechnology●EquitiesN...