TCL电子(01070)今日盘中大涨5.34%,引发市场关注。消息面上,近期行业分析预期,AI智能眼镜未来几年全球销量将保持高速增长,给TCL电子旗下雷鸟品牌智能眼镜业务带来利好预期。
数据显示,2024年全球AI智能眼镜销量预计将达到200万副,2025年进一步增长至400万副。到2030年,全球AI眼镜出货量有望增长至8000万副,年复合增长率高达134%。分析师认为,2025年是AI智能眼镜市场的新品密集发布期,相关产业链企业将同步受益。
作为全球电视行业龙头,TCL电子近年来持续加码智能眼镜领域。旗下雷鸟品牌于今年1月发布AI拍摄眼镜新品V3,并计划2025年第二季度推出智能眼镜新品X3Pro。市场看好雷鸟品牌智能眼镜业务的快速扩张,有望助推TCL电子的业绩和品牌知名度提升,成为公司新的增长点。
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