智通财经APP获悉，康耐特光学(02276)涨超5% ，截至发稿，涨5.32%，报44.34港元，成交额6139.69万港元。
消息面上，据科创板日报，科技记者马克·古尔曼称，Meta正在准备其首款配备显示屏的智能眼镜，这款AI眼镜代号为Hypernova（极超新星）。该设备将于下月正式发布。在产品开发过程中，Meta曾计划为Hypernova定价至少1000美元，最新消息是Meta将起售价降至约800美元。财信证券认为，受益于AI智能眼镜市场热度的持续提升以及销量强劲增长，叠加今年下半年阿里、谷歌、Meta等科技巨头新款AI+AR眼镜产品的发布与上市，将为全年AI智能眼镜销量超预期增长提供核心增量驱动。
申万宏源近日研报指出，康耐特光学为镜片制造领军企业，产品SKU矩阵完善，上下游合作关系稳固，供应链优势明显。近年来公司积极发力国内市场和自主品牌，打造增长新动能。差异化产品占比提升，带动盈利能力持续改善。智能眼镜蓬勃发展，公司积极布局具备先发优势，歌尔连续认购、收购公司股权，彰显产业链认可，同时有望赋能公司相关业务发展，打开未来增长空间。
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