智通财经APP获悉，TCL电子(01070)盘中涨超5%，截至发稿，涨4.78%，报6.58港元，成交额3986.11万港元。
消息面上，1月7日19:30，雷鸟创新将举行雷鸟V3 AI拍摄眼镜及新技术发布会，发布首款搭载通义定制大模型的眼镜产品。国泰君安指出，雷鸟创新由TCL电子孵化，公司核心团队来自TCL、大疆、Meta、字节跳动，创新优势明显。该行认为，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。
此外，华泰证券研报指出，TCL为全球电视龙头，且已经形成全球化布局和较成功的出海范式。该行看好公司继续占领全球中高端电视份额，进而提升海外电视业务盈利能力。叠加持续的对内经营优化，公司长期盈利能力提升有看点，有望能持续兑现股权激励净利增长目标。
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