智通财经APP获悉，康耐特光学(02276)涨超4%，截至发稿，涨4.23%，报37港元，成交额2319.38万港元。
消息面上，近期智能眼镜市场不断升温。据央视财经，某电商平台数码业务部负责人介绍，智能眼镜市场呈现出了爆发式的增长，成交量同比增长超过了8倍。此外，Meta正式宣布与运动品牌Oakley联手合作推出新款AI眼镜——Meta Oakley。据悉，Meta此次合作的Oakley与Ray-Ban同为眼镜巨头EssilorLuxottica旗下的子公司。
华创证券此前指，康耐特光学深耕眼镜制造行业，内外销齐头并进，结构升级有望带动盈利能力持续改善。目前公司已和多家头部3C 龙头合作布局智能眼镜，成长可期。国元国际则表示，公司于24年9月公告与跨国消费电子企业供应链框架协议，已经在产品供应链搭建阶段中取得了先发优势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.