智通财经APP获悉，周四，奇景光电(HIMX.US)早盘暴涨超23%，4个交易日累涨52%，现报11.37美元。消息面上，据美国独立媒体Hunterbrook Media最新发布的深度调查报告显示，长期被市场视为传统显示芯片厂商的奇景光电，实则正悄然跻身全球最顶尖的科技供应链核心。该报告通过梳理专利文件、资本动向及供应链线索指出，奇景光电极有可能是英伟达 (NVDA.US)AI数据中心关键光学组件的唯一供应商，同时也正在为苹果(AAPL.US)即将推出的智能眼镜量产做准备。
Hunterbrook认为，一旦这些供应链关系得到官方证实，奇景光电有望复刻其在谷歌-C (GOOG.US)眼镜与微软 (MSFT.US)全息头盔时期的估值重估行情，成为被严重低估的AI光学黑马。
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