TCL电子涨6%,机构称有望充分受益AI产业爆发

格隆汇
23 Dec 2024

TCL电子(1070.HK)盘中涨6%,报6.3港元。消息面上,2024年8月29日,雷鸟创新与博士眼镜宣布成立合资公司,两家公司宣布共同开发新一代AI智能交互眼镜。雷鸟创新由TCL电子孵化,预计TCL电子持股11.5%。

国泰君安近日发布研报称,雷鸟创新背靠大厂,具备创新优势,已发布多款AI眼镜产品,在国内市场份额领先;同时与博士眼镜合作,打通AI眼镜零售的最后一公里。考虑到TCL电子整体进入盈利修复通道,同时预计公司持股11.5%的雷鸟创新,其AI眼镜业务市场份额领先,有望充分受益AI产业爆发。

责任编辑:栎树

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