智通财经APP获悉，TCL电子(01070)早盘涨超7%，截至发稿，涨7.4%，报6.24港元，成交额2192.45万港元。
消息面上，1月7日，TCL电子旗下雷鸟品牌发布AI拍摄眼镜新品雷鸟V3；公司计划于2025第二季度推出智能眼镜新品X3Pro。国泰君安指出，雷鸟创新由TCL电子孵化，公司核心团队来自TCL、大疆、Meta、字节跳动，创新优势明显。该行认为，考虑到TCL电子整体进入盈利修复通道，同时预计公司持股11.5%的雷鸟创新，其AI眼镜业务市场份额领先，有望充分受益AI产业爆发。
浙商证券指出，市场认为黑电行业竞争格局较差，盈利波动大，投资价值低。但该行认为黑电行业在估值端和竞争格局上都得到了改善，且TCL电子海外突围。估值端改善来自面板周期趋缓对黑电公司盈利稳定性的正向影响；同时，国内受益家电以旧换新国补，行业重回增长，大屏化驱动行业竞争格局改善。海外，公司通过数十年的布局，北美市场渠道突围、欧洲市场份额快速提升。
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