港股异动 | TCL电子(01070)再涨超6% AI眼镜再迎催化 公司预期全年纯利最多实现翻倍

智通财经
Feb 20, 2025

智通财经APP获悉,TCL电子(01070)再涨超6%,截至发稿,涨4.26%,报7.84港元,成交额4381.35万港元。

消息面上,2月18日,Rokid(灵伴科技)创始人祝铭明佩戴最新产品Rokid Glasses现身浙江杭州余杭区经济高质量发展大会现场。祝铭明表示,已将自己的发言稿显示在眼镜上,靠手指上的戒指就能翻页。2月19日,中国信通院正式启动AI眼镜专项测试,并首发RayBan-Meta AI 眼镜测试报告。

据悉,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。此外,TCL电子近期发盈喜,预期2024年度的经调整归母净利润约在13亿至17亿港元之间,同比取得62%至112%的增长。国金证券指出,24年公司全球能力建设与组织调整取得良好效果,内销国补延续+海外渠道持续突破下,份额提升+盈利弹性逻辑有望持续兑现,盈利中枢有望持续提升。

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