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　　TCL电子（01070）早盘上涨4.38%，现报6.20港元，成交额2461.41万港元。

　　国泰君安发布研报称，雷鸟创新由TCL电子孵化，公司核心团队来自TCL、大疆、Meta等，创新优势明显。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，

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