5月27日，康耐特光学（02276）午盘涨3.62%，报30.05港元。开源证券指出，AI+AR眼镜因解放双手、提供第一视角等优点，未来发展空间巨大。方正证券认为，随着产业巨头布局和成本降低，AI+AR眼镜将快速发展。国元国际表示，公司去年9月与跨国企业达成框架协议，在供应链搭建中取得先发优势，得益于全球化经验和制造能力。市场关注其9月纳入港股通及流动性改善机会。
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