智通财经APP获悉，康耐特光学(02276)涨超5%，截至发稿，涨4.95%，报48.78港元，成交额930.46万港元。
消息面上，夸克AI眼镜新品发布会将于今日下午两点举行。据悉，康耐特光学作为镜片独供的夸克AI眼镜S1此前在“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。
华创证券此前指出，持续看好公司XR业务进展。康耐特光学深耕眼镜制造行业，内外销齐头并进，结构升级有望带动盈利能力持续改善。目前公司已和多家头部3C龙头合作布局智能眼镜，成长可期。考虑到智能眼镜产业链发展提速叠加公司产品结构稳步向上。
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