金吾财讯 | 康耐特光学(02276)股价走高，截至发稿，涨3.57%，报24.65港元，成交额3888万港元。消息面上，康耐特光学公布公司预期截至2024年12月31日止年度的股东应占净利润将较截至2023年12月31日止年度增加不少于30%。增加主要由于(i)公司在业务市场拓展方面取得良好效果，收入稳步增长；(ii)镜片种类多元化，高附加值产品占比逐渐提高；及(iii)公司不断优化融资结构和规模提升利润水平，降低融资成本，使财务费用进一步下降。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。国泰君安指出，AI智能眼镜是AI落地的最佳硬件载体，行业步入快速发展期，公司合作事项顺利、将率先受益。
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