智通财经APP获悉，康耐特光学(02276)涨超5%，截至发稿，涨5.22%，报42.35港元，成交额3408.64万港元。
消息面上，“百镜大战”进一步升温。7月26日WAIC开幕日，阿里发布自研AI眼镜“夸克AI眼镜”的技术研发进展，夸克AI眼镜深度融合了阿里和支付宝生态，具备通义千问大模型和夸克最新AI能力，支持高德近眼导航、支付宝看一下支付、淘宝比价、飞猪商旅提醒等场景。今年以来，Meta、小米、阿里相继发布AI眼镜。
此外，康耐特光学此前发盈喜，预期集团于2025上半年的股东应占净利润将较截至2024年6月30日止六个月增加不少于30%。华福证券指，公司XR业务蓄势待发，打开第二成长曲线。在与美国多家头部企业在内的多个全球领先的科技和消费电子企业持续合作的同时，公司也积极拓展与其他国内外科技和消费电子企业客户的业务合作机会。公司将继续配合客户持续推进现有研发项目，并积极开拓新项目，为未来可能的AR或AI 眼镜等项目的批量生产做准备。
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