智通财经APP获悉，康耐特光学(02276)涨超4%，截至发稿，涨3.63%，报38.5港元，成交额3424.86万港元。
高盛发布研报称，康耐特光学管理层对AI/AR眼镜需求的乐观态度，与该行对其出货量增长和未来市场发展的积极看法一致。这一市场的增长得益于产品的可负担性、不断增多的使用场景以及人工智能功能的日益整合。能看到科技领军企业正纷纷进入该市场，该行预计2024-2030年期间中国人工智能/增强现实眼镜的出货量将以56%的复合年增长率增长，到2030年预计将达到700万台。
报告指，管理层预计公司现有的核心业务将实现持续增长，正将业务从spectacle镜片市场拓展至人工智能/增强现实眼镜领域，以抢占更大的目标市场。AI/AR眼镜镜片为满足客户对厚度的要求，单位美元含量更高，管理层还强调，康耐特具备提供1.74高折射率轻质镜片的能力，能为用户提供优质的光学性能，使用户同时体验到舒适、轻便和清晰。
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