智通财经APP获悉，康耐特光学(02276)涨超5%，截至发稿，涨5.49%，报46.86港元，成交额8698.92万港元。
消息面上，恒生指数公司此前宣布的季检结果显示，康耐特光学获纳入恒生综合指数，变动将于9月5日收市后实施并于9月8日起生效。中金指出，公司作为全球树脂镜片龙头，技术、产能、客户壁垒深厚。高折率产品加速放量，叠加智能眼镜光学镜片爬坡，盈利高增路径清晰。市场对AR眼镜镜片价值量及份额提升仍有预期差，该行继续看好公司以传统树脂镜片基石、智能眼镜光学镜片第二成长曲线的双轮驱动长期潜力。另外，该行认为公司入通后流通性将得到抬升。
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