1月7日，康耐特光学盘中涨近6%，成交额超4300万港元。
消息面上，在刚刚开幕的2026年国际消费电子展（CES 2026）上，智能眼镜成为展会焦点。据悉，CES 2026的AI眼镜厂商超50余家，雷鸟创新、Rokid、影目、VITURE、XREAL等头部厂商悉数出席，此外，闪极、BleeqUp、Halliday、微光科技等新锐品牌也开始展露头角。阿里巴巴将携旗下首款自研AI眼镜——夸克AI眼镜S1，亮相CES 2026。
此外，国家发改委、财政部发布关于2026 年实施大规模设备更新和消费品以旧换新政策的通知，智能眼镜首次纳入国补。东方证券认为，智能眼镜首次纳入国补释放明确信号——人工智能+消费将获得政策重点支持；且将降低消费门槛、加快市场教育，加速智能眼镜消费从尝鲜走向普及。
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