智通财经APP获悉，康耐特光学(02276)涨超7%，截至发稿，涨7.23%，报58.6港元，成交额1420.93万港元。
消息面上，近日，据市场媒体报道，Meta与EssilorLuxottica正讨论在今年年底前把AI智能眼镜的产能提高一倍，以抓住不断增长的需求并抢在竞争对手之前布局。知情人士称，随着Ray-Ban Meta眼镜销量逐步起量，Meta已建议到2026年底将年产能提升至2000万副或以上。长江证券指出，Meta加大智能眼镜业务投入有望引领产业加速发展。
据Wellsenn XR预测，2025年全球AI智能眼镜总销量有望达700万副，同增近360%(其中Meta销量有望达500万副)，2030年有望达9000万副，有望快速增长，Meta计划到2026年将AI眼镜Ray-Ban的产能翻一番，达到2000万副，也体现其看好AI眼镜销售潜力。长江证券认为，智能眼镜产业链环节众多，轻工行业对应镜片制造、眼镜销售渠道等环节，重视康耐特光学等龙头。
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