金吾财讯 | 康耐特光学(02276)震荡走强，截至发稿，涨8.47%，报29.45港元，成交额2812万港元。消息面上，中国信通院拟于3月12日在浙江大学计算机创新技术研究院举办“AI眼镜产业推进专题研讨会”。据了解，此次研讨会主要是为了促进AI眼镜产业健康发展，加强产业链上下游企业交流合作。
东北证券指出，目前已有超40家国内外厂商入局AI眼镜，涉及产品数量预计超过50款，供给的大幅增加有望让AI眼镜的平均价格继续下探，从而为未来放量提供基础。AI眼镜有望复刻TWS耳机高速增长实现快速起量，2025年或将成为AI眼镜起量元年，预计2029年AI眼镜全球出货量将有望破亿。
天风证券认为，康耐特光学作为具备定制化车房生产能力的树脂镜片龙头厂商，产业先发优势显著，研发成果显著，目前与全球头部消费电子客户合作研发进展顺利，此外歌尔巨头入局提供重磅背书，该行认为公司有望享受智能眼镜快速成长红利，打开业绩及估值成长空间。
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