舜宇光学(02382)午后涨超5%，截至发稿，涨4.59%，报70.65港元，成交额6.12亿港元。
消息面上，知名苹果分析师郭明𫓹表示苹果计划2026年不会推出任何新的头戴式设备，但从2027年开始将陆续发布多款产品。其中，类似Ray-Ban的智能眼镜预计2027年出货量可达300万至500万台或更多，有望推动整个智能眼镜市场在2027年突破1000万台出货量。
华泰证券此前发布研报称，舜宇光学认为MR及智能眼镜出货量有望在2030年达到5000万台，公司光学产品占MR/智能眼镜单机价值量比例有望达到40-60%/40%-70%。该机构认为公司综合布局镜头模组、光机、光波导，已形成从零部件到模组的XR领域全链条覆盖。机器人领域，公司从视觉方案提供商转型为基于视觉的系统方案提供商，实现模组、模块、系统方案全覆盖，在手订单超过20亿元人民币，看好XR和机器人业务收入占比持续提升。
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