智通财经APP获悉，康耐特光学(02276)午前涨超4%，截至发稿，涨4.58%，报64港元，成交额3647.86万港元。
消息面上，康耐特光学近日宣布，拟配股2700万股，所得款项净额约14亿港元。华创证券认为，本次配售并非因为现金流紧张，或系公司主动、前瞻地为未来2-3年的资本开支和产能扩张进行储备；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。
中信建投发布研报称，2023年9月Meta开启AI眼镜时代，2025年行业进入产品爆发期，预计谷歌等公司AI眼镜产品也将在26-27年陆续推出。东北证券则表示，Meta和阿里积极布局AI+AR眼镜，2026年多个头部科技企业多款AI眼镜有望量产落地。
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