智通财经APP获悉，康耐特光学(02276)涨超8%，高见26港元续创上市新高。截至发稿，涨8.21%，报25.05港元，成交额5410.07万港元。
消息面上，联交所最新资料显示，12月28日，Goertek (HongKong) Co., Limited增持康耐特光学4280万股，每股作价为15.86港元，总金额约为6.79亿港元。增持后最新持股比例为22.53%。申万宏源表示，智能眼镜蓬勃发展，公司积极布局具备先发优势，歌尔拟连续认购、收购公司股权，彰显产业链认可，同时有望赋能公司相关业务发展，打开未来增长空间。
值得一提的是，1月2日，雷鸟创新RayNeo与阿里云宣布在AI眼镜领域达成战略合作，通义系列大模型将为雷鸟创新的AI眼镜提供独家定制的技术支持。东海证券表示，AI眼镜近期掀起热潮，多家厂商争相入场布局，建议关注AI眼镜催化下的相关产业链。国泰君安指出，公司与全球领先的科技和消费电子企业的多个研发项目进展顺利，看好智能眼镜业务提速。
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