金吾财讯 | 康耐特光学(02276)早盘高开后震荡横盘运行，午后走势再度上行。截至发稿，报24.15港元，涨11.03%，成交额6022万港元。
消息面上，2025CES全球消费电子展将在美国拉斯维加斯璀璨举行，AI终端落地将成为核心主题，创新产品将密集推出。本次大会众多科技硬件、智能出行等品牌将带来AI加持下的创新产品，AI手机、AIAR、AI眼镜、AIAIoT等AI+产品的亮相将掀起创新浪潮，三星、LG等品牌都已为本次展会制定了以AI为中心的议程。
财通证券指出，AI眼镜是继PC、智能手机后的下一代终端，相比VR/AR等更易让消费者接受。目前AI眼镜发展如火如荼，各类厂商加速产品开发,未来有望打开至少5000亿元市场空间。
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