康耐特光学(02276)逆市涨6.71% 机构指智能眼镜是端侧AI落地的重要场景之一

金吾财讯
Jan 19

金吾财讯 | 康耐特光学(02276)股价逆市走高,截至发稿,涨6.71%,报64.45港元,成交额3256万港元。消息面上,日前,MetaEssilorLuxottica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。华创证券表示,26年Meta持续放量可期,关注AR及AI产品新变化。基于MetaRay-BanAI眼镜成功经验,Meta于25年9月发布的Display带显产品需求强劲,并由于供不应求将暂停国际市场销售扩张,Ray-Ban眼镜产能扩张亦进一步体现Meta在眼镜领域的发展信心与决心。从行业格局角度,Meta当前为智能眼镜领域毋庸置疑的龙头,并于近期表示将减少对VR头显的投入、转向AR眼镜,后续新品及技术迭代值得期待。夸克AI眼镜作为阿里大模型在手机之外首个硬件形态,已与千问深度融合,实现与高德导航、支付宝支付、淘宝购物、飞猪旅行等核心场景的系统级打通。随着大模型能力的持续提升,有望持续丰富夸克AI眼镜的应用场景,带动产品销量提升。

东方证券发布研报称,从CES到Meta计划扩产,再度印证智能眼镜是端侧AI落地的重要场景之一,继续看好眼镜产业链;同时继续看好具备新品驱动逻辑的头部跨境电商企业。同样看好AI应用这一全球重要的产业叙事,B2B跨境电商企业应用AI增收并有望布局AI买家侧工具,B2C跨境电商企业应用AI赋能业务提效。

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