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康耐特光学
50.000
-3.600
-6.72%
手动刷新
成交量：
267.37万
成交额：
1.35亿
市值：
253.50亿
市盈率：
48.66
高：
53.600
开：
53.600
低：
49.120
收：
53.600
52周最高：
66.500
52周最低：
20.670
股本：
5.07亿
香港流通股本：
5.07亿
量比：
2.29
换手率：
0.53%
股息：
0.35
股息率：
0.70%
每股收益(LYR):
1.027
净资产收益率：
24.78%
总资产收益率：
11.96%
市净率：
8.87
市盈率(LYR):
48.66
市销率:
10.29
数据加载中...
总览
公司
新闻资讯
公告
【券商聚焦】东方证券首予康耐特光学(02276)“买入”评级 2025年净利增长逾30%
金吾财讯
·
5小时前
康耐特光学(02276.HK)3月30日举行董事会会议考虑并批准年度业绩
中金财经
·
03/11
每日卖空追踪 | 康耐特光学 03月09日卖空量成交28.23万股，卖空比例为15.63%
市场透视
·
03/09
康耐特光学盘中异动 早盘股价大跌5.08%
市场透视
·
03/09
康耐特光学（02276）2月新增发行2700万股，注册股本增至506,925,000股
公告速递
·
03/04
19亿收购案落地，歌尔光学1亿正式“落子”山东潍坊！
Ofweek光电信息网
·
03/04
每日卖空追踪 | 康耐特光学 03月04日卖空量成交10.55万股，卖空比例为12.26%
市场透视
·
03/04
上海康耐特（02276）2月股份变动月报表，股本增至5.06925亿股
公告速递
·
03/03
招商证券：全球AI眼镜行业正迎来历史性“iPhone时刻”
刘志刚Talk
·
03/03
【券商聚焦】华创证券维持康耐特光学(02276)“强推”评级 指智能眼镜催化频频 持续看好公司卡位优势
金吾财讯
·
03/03
康耐特光学盘中异动 下午盘股价大跌5.19%报57.600港元
市场透视
·
03/03
港股异动 | 康耐特光学(02276)盘中跌超4% 公司此前面临关税压力 机构认为退税或增厚利润
智通财经
·
03/03
每日卖空追踪 | 康耐特光学 03月02日卖空量成交2.77万股，卖空比例为1.97%
市场透视
·
03/02
商社行业周报：重申黄金珠宝和旅游出行的投资机会
国泰海通证券
·
03/01
争相抢滩 AI 眼镜 “百镜大战” ，传统眼镜厂商迎来新机遇
读创客户端
·
02/26
康耐特光学02月26日获主力加仓844.5万元
市场透视
·
02/26
每日卖空追踪 | 康耐特光学 02月25日卖空量成交7.33万股，卖空比例为10.24%
市场透视
·
02/25
国泰海通证券：维持康耐特光学(2276)“增持”评级 关税压力有望释放
智通财经
·
02/25
每日卖空追踪 | 康耐特光学 02月23日卖空量成交4.86万股，卖空比例为5.89%
市场透视
·
02/23
康耐特光学02月23日获主力加仓1199.0万元
市场透视
·
02/23
更多
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03月09日卖空量成交28.23万股，卖空比例为15.63%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618427926","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618427926?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 16:30","pubTimestamp":1773045029,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间03月09日，跌1.02%，卖空量成交28.23万股，较上一交易日减少48.9%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309163403a45ae7e9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309163403a45ae7e9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2618642791","title":"康耐特光学盘中异动 早盘股价大跌5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618642791","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618642791?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 09:39","pubTimestamp":1773020391,"startTime":"0","endTime":"0","summary":"2026年03月09日早盘09时39分，康耐特光学股票出现异动，股价快速下跌5.08%。截至发稿，该股报56.000港元/股，成交量18.17万股，换手率0.04%，振幅3.47%。康耐特光学股票所在的医疗设备及用品行业中，整体跌幅为0.64%。其相关个股中，GUANZE MEDICAL、康沣生物-B、加和国际控股涨幅较大，振幅较大的相关个股有启明医疗-B、健世科技-B、GUANZE MEDICAL，振幅分别为7.14%、7.06%、6.67%。康耐特光学公司简介：上海康耐特光学科技集团股份有限公司是一家主要从事眼镜镜片生产的中国公司。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309093951a459aa62&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309093951a459aa62&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"1164648653","title":"康耐特光学（02276）2月新增发行2700万股，注册股本增至506,925,000股","url":"https://stock-news.laohu8.com/highlight/detail?id=1164648653","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164648653?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 21:41","pubTimestamp":1772631697,"startTime":"0","endTime":"0","summary":"上海康耐特光学科技集团股份有限公司于2026年3月4日发布截至2026年2月28日的股份变动月报表。公司本月新增发行股份，注册股本由上月的479,925,000股增至506,925,000股。根据公告，普通股H股在报告期内通过配售/认购方式新增27,000,000股，发行价格为每股52港元，相关议案曾于2025年9月9日获得股东大会批准。截至2月底，公司确认已遵守适用的公众持股量要求，并已按相关上市规则及法律法规办理本次股份发行事宜。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02276"],"gpt_icon":0},{"id":"2617550697","title":"19亿收购案落地，歌尔光学1亿正式“落子”山东潍坊！","url":"https://stock-news.laohu8.com/highlight/detail?id=2617550697","media":"Ofweek光电信息网","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617550697?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 18:07","pubTimestamp":1772618820,"startTime":"0","endTime":"0","summary":"近日，歌尔奥来光学科技（潍坊）有限公司成立，法定代表人为饶轶，注册资本1亿元。企查查股权穿透显示，该公司由歌尔光学科技有限公司全资持股。这家新公司的浮出水面，标志着半年前震动行业的一场19亿收购案，已从资本运作层面正式进入实质性整合阶段。交易完成后，舜宇光学通过换股方式持有歌尔光学约31.31％的股权，成为其第二大股东。事实上，这场整合并非歌尔光学近期唯一的“落子”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304184058a6a1d1c0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304184058a6a1d1c0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1170","02276","02382","BK1521","IE00B29SXG58.USD","LU1211504680.USD","BK1608","BK1504","BK1589","LU1831875114.USD","LU0326950275.SGD"],"gpt_icon":0},{"id":"2617597268","title":"每日卖空追踪 | 康耐特光学 03月04日卖空量成交10.55万股，卖空比例为12.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617597268","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617597268?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 16:30","pubTimestamp":1772613028,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间03月04日，涨0.26%，卖空量成交10.55万股，较上一交易日减少69.23%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304163410a6a14f39&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304163410a6a14f39&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"1136660377","title":"上海康耐特（02276）2月股份变动月报表，股本增至5.06925亿股","url":"https://stock-news.laohu8.com/highlight/detail?id=1136660377","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136660377?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 18:41","pubTimestamp":1772534480,"startTime":"0","endTime":"0","summary":"上海康耐特光学科技集团股份有限公司（02276）于2026年3月3日发布2月股份变动月报表，报告期截至2026年2月28日。公告显示，公司注册股本由4.79925亿股增至5.06925亿股，每股面值人民币1元；已发行股本亦相应由4.79925亿股增加至5.06925亿股。本月未披露任何购回、注销或库藏股安排，且无期权、可换股票据等相关股本激励计划的变动事项。\n公告同时显示，公司仍符合香港联交所及相关法规所要求的最低公众持股量要求。公司确认本次股份变动事宜均经董事会批准，并遵守了所有适用的上市规则及法律规定。该月报表由公司联席公司秘书曹雪签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02276"],"gpt_icon":0},{"id":"2616194340","title":"招商证券：全球AI眼镜行业正迎来历史性“iPhone时刻”","url":"https://stock-news.laohu8.com/highlight/detail?id=2616194340","media":"刘志刚Talk","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616194340?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 16:09","pubTimestamp":1772525390,"startTime":"0","endTime":"0","summary":"招商证券最新研报指出，2026 年全球 AI 眼镜行业正迎来历史性的“iPhone 时刻”，关于上游“卖水人”相关标的，招商证券建议重点关注微显示AR光机、镜片、代工。//“iPhone 时刻”的本质AI眼镜的“iPhone 时刻”，本质是技术瓶颈的突破与产业生态的成熟。与此同时，AI 眼镜市场的集中度正持续提升，成为行业走向成熟的重要标志。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303164102a69cb54f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303164102a69cb54f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1147","02276","06099","BK1564","BK1222"],"gpt_icon":0},{"id":"2616318210","title":"【券商聚焦】华创证券维持康耐特光学(02276)“强推”评级 指智能眼镜催化频频 持续看好公司卡位优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2616318210","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616318210?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 13:55","pubTimestamp":1772517356,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华创证券发研报指，康耐特光学 将在西班牙巴塞罗那举行的2026年MWC上发布首款同名AI眼镜，并于3月2日开启线上线下全渠道预约。智能眼镜催化频频，持续看好公司卡位优势。镜片制造龙头企业，积极培育智能眼镜第二成长曲线。康耐特光学深耕眼镜制造行业，内外销齐头并进，结构升级有望带动盈利能力持续改善。目前公司已和多家头部3C龙头合作布局智能眼镜，成长可期。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975796","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02276","161027"],"gpt_icon":0},{"id":"2616315597","title":"康耐特光学盘中异动 下午盘股价大跌5.19%报57.600港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616315597","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616315597?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 13:37","pubTimestamp":1772516261,"startTime":"0","endTime":"0","summary":"2026年03月03日下午盘13时37分，康耐特光学股票出现异动，股价急速下跌5.19%。截至发稿，该股报57.600港元/股，成交量110.979万股，换手率0.22%，振幅5.35%。资金方面，该股资金流入2318.36万港元，流出3860.44万港元。康耐特光学股票所在的医疗设备及用品行业中，整体跌幅为0.22%。其相关个股中，GUANZE MEDICAL、佳兆业健康、加和国际控股涨幅较大，振幅较大的相关个股有GUANZE MEDICAL、佳兆业健康、智云健康，振幅分别为13.98%、10.92%、9.46%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303133741a69bf0ef&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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10:44","pubTimestamp":1772505880,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，康耐特光学盘中跌超4%，截至发稿，跌2.88%，报59港元，成交额3637.97万港元。该行认为，由于122条款受法定上限与有效期约束，其影响有限，这使得康耐特光学等公司面临的关税压力有所缓解。据了解，康耐特光学2024年美国收入占比约13%，此前对美综合有效税率一度接近40%，其中包含该20%违法关税。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409312.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","BK1222","VT","BK4585","02276","VXUS"],"gpt_icon":0},{"id":"2616315584","title":"每日卖空追踪 | 康耐特光学 03月02日卖空量成交2.77万股，卖空比例为1.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616315584","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616315584?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 16:30","pubTimestamp":1772440232,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间03月02日，跌1.38%，卖空量成交2.77万股，较上一交易日减少61.53%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163434a730c739&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163434a730c739&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2616060820","title":"商社行业周报：重申黄金珠宝和旅游出行的投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2616060820","media":"国泰海通证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616060820?lang=zh_cn&edition=fundamental","pubTime":"2026-03-01 00:00","pubTimestamp":1772294400,"startTime":"0","endTime":"0","summary":"继续看好旅游出行景气恢复。投资要点：投资观点：1、国际局势动荡，金价上涨，珠宝板块整体低估。④市场监管出新规，外卖商户须有实体店。2）零售行业：①全国重点零售企业商品春节日均零售额增长24.0%。④华凯易佰：周新华先生于2026 年2 月6 日将其持有的3,730,000 股公司股份解除质押，占其所持股份的14.70%，占公司总股本的0.92%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301194132a43dffbd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:44","pubTimestamp":1772102693,"startTime":"0","endTime":"0","summary":"伴随着AI眼镜逐步跨越早期尝鲜阶段，迈向规模化消费市场，传统眼镜品牌迎来新机遇。财报显示，截至2025年上半年，博士眼镜已有150家门店以店中柜形式销售智能眼镜。除博士外，借力“百镜大战”，众多传统眼镜品牌纷纷加速与科技品牌的渠道合作。智能眼镜为传统眼镜厂商打开了更广的市场和更高的利润空间。以明月镜片为例，其2025年三季度财报显示，智能眼镜镜片毛利率高达78.6%，显著超过传统业务水平。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226185653a4cb4107&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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康耐特光学股价涨0.32%，报收62.50元，成交金额4534.5万元，换手率0.14%，振幅1.61%，量比0.90。康耐特光学今日主力资金净流入844.5万元，上一交易日主力净流入274.9万元。该股近5个交易日下跌1.65%，主力资金累计净流入4265.3万元；近20日主力资金累计净流入1.6亿元，其中净流入天数为17日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226161544a72184c9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:14","pubTimestamp":1771985667,"startTime":"0","endTime":"0","summary":"国泰海通证券主要观点如下：美最高法院裁定IEEPA关税违法，特政府临时加征15%122条款关税2月20日上午，美国最高法院以6:3的投票结果裁决特朗普政府此前依据IEEPA加征的对等关税违法。法院认为IEEPA赋予总统监管进口的权力并不等同于征收税收的权力，后者属于宪法赋予国会的职权。公司2024年美国市场收入占比13%，关税压力有望释放。2)关税条款限制增加。122条款受到法定上限与有效期约束，最高不得超过15%，法定有效期仅为150天。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406973.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["161027","02611","02276"],"gpt_icon":0},{"id":"2613750610","title":"每日卖空追踪 | 康耐特光学 02月23日卖空量成交4.86万股，卖空比例为5.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613750610","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613750610?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 16:30","pubTimestamp":1771835429,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间02月23日，涨1.65%，卖空量成交4.86万股，较上一交易日减少67.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223163348a4be7d8e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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康耐特光学股价涨1.65%，报收64.80元，成交金额5371.8万元，换手率0.16%，振幅3.92%，量比0.75。康耐特光学今日主力资金净流入1199.0万元，上一交易日主力净流入2114.5万元。该股近5个交易日上涨6.45%，主力资金累计净流入5532.8万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入1.8亿元，其中净流入天数为17日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223162049a7155b86&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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