智通财经APP获悉，康耐特光学(02276)午后涨超5%，截至发稿，涨5.39%，报47.3港元，成交额8162.39万港元。
消息面上，日前，华为终端BG的CEO何刚通过微博发布一张带有“HUAWEI AI Glasses”水印的第一视角图片，意味着华为新款AI智能眼镜或将很快正式亮相。蓝鲸科技记者从知情人士处独家获悉，华为新款AI眼镜由歌尔股份代工。
东方证券指出，康耐特光学已与累计约20家国内外领先的智能眼镜开发商展开业务合作，部分国内客户的重点项目已进入量产阶段，预计2026年将形成显著的营收及净利润贡献。此外，公司通过控股子公司与歌尔光学设立合资企业，并拟参与灵伴科技的融资，以深化XR镜片产业链布局。
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