业内分析指出,全球AI智能眼镜市场潜力巨大,未来将成为继手机之后的下一个出货量过亿的消费电子终端产品。
光学元件制造商康耐特光学(02276)作为该领域的主要供应商之一,预计将充分受益于这一增长趋势。市场预期,2025年全球AI智能眼镜销量有望达到350万台,同比增长230%。
消息人士表示,DeepSeek模型的出现有望加速AI模型应用于端侧产品,进一步推动AI眼镜等产品的渗透,打开该领域的市场空间。投资者对康耐特光学的未来增长充满信心,公司股价当日盘中大涨5.03%。
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