康耐特光学(02276)涨超5%，截至发稿，涨4.05%，报52港元，成交额5514.85万港元。
消息面上，根据易观双11观察报告，截至10月30日，智能眼镜品类成交额同比暴涨25倍，强势跃居天猫3C数码趋势热门品类TOP3。其中，公司作为镜片独供的夸克AI眼镜S1在“双11”预售期间，位列天猫智能眼镜品牌、智能眼镜店铺、XR品类榜销量第一，累计销量突破5000台。
华创证券指出，从XR设备热卖榜单来看，前20款热销产品中4000元以下产品占比过半，智能眼镜已逐步从极客玩具转向大众消费。中长期来看，公司XR业务先发优势明显且技术壁垒高。有望在产业链推新过程中强化竞争优势，持续看好公司供应链卡位。此外，值得一提的是，公司日本工厂预计于四季度建成落地，新增60万副定制化镜片产能，对美业务关税有望进一步降低。
关注同花顺财经（ths518），获取更多机会
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.