智通财经APP获悉，康耐特光学(02276)涨超3%，截至发稿，涨3.64%，报47.88港元，成交额2107.2万港元。
大摩发布研报称，因收入略逊预期，康耐特光学近期股价大幅回调。不过，该行仍对公司的XR业务前景持正面态度。公司25年下半年建成及投产全新的“Neo Vision XR”的生产线，相信26年将开始贡献显著的收入与利润。同时，公司持续与境内外约20间智能眼镜开发商合作，预计今年开始量产将成为公司XR业务的重要里程碑。此外，近期公司股价回调令估值变得更趋合理，该行建议投资者在股价受压后分段吸纳。
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