TCL电子(01070)今日盘中大涨5.56%,引起了市场的广泛关注。
消息面上,TCL电子旗下AI眼镜公司雷鸟创新在国内市场份额领先,深受机构看好。国泰君安发布研报指出,雷鸟创新由TCL电子孵化,核心团队来自TCL、大疆、Meta、字节跳动等公司,在创新方面具备明显优势。随着AI产业爆发式增长,雷鸟创新有望充分受益。
此外,报告还提到TCL电子整体正进入盈利修复通道,盈利前景向好也是支撑股价上涨的因素之一。目前来看,TCL电子旗下AI眼镜业务发展前景广阔,未来有望成为公司新的业绩增长点。
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