《大行》花旗料2030年AI眼镜市场规模400亿美元关注舜宇(02382.HK)康耐特(02276.HK)等股份

阿斯达克财经

Dec 12

花旗报告指，技术仍在发展的人工智能眼镜，看来将成为下一代快速增长的人工智能边缘设备。该行预测2030年人工智能眼镜出货量为约1.12亿副，按2024年起计算年复合增长率105%。2030年市场规模400亿美元，同期年复合增长率112%。
该行预测Essilor Luxottica及Meta(META.US) 联盟短期保持领先地位，2030年市占将为31%，对比去年的90%。谷歌及苹果(AAPL.US) 料分别为27%及16%。该行又指，光学组件对人工智能或扩增实境(AR)眼镜至关重要，在物料清单中占比或达四至七成，该行更偏好供应链中风险敞口高或光学业务占比较重的企业，包括Essilor Luxottica、歌尔股份(002241.SZ) 、舜宇(02382.HK) 、豪威集团(603501.SH) 及康耐特(02276.HK) 。

花旗近期首次覆盖康耐特。花旗予舜宇及康耐特均为“买入”评级，目标价分别103元及65元。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-11 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)

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