智通财经APP获悉，康耐特光学(02276)再涨超4%，两周累计涨幅近1倍。截至发稿，涨4.46%，报28.1港元，成交额1572.95万港元。
消息面上，康耐特光学发布公告，已于2025年1月6日完成配售5332.5万股配售股份，每股配售股份15.86港元，净筹约8.28亿港元，将用于面向智能眼镜和XR头戴设备的镜片和视觉解决方案的研发、设计和制造。
申万宏源此前发布研报指出，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。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。
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