金吾财讯 | TCL电子(01070)早盘股价震荡扬升，盘中一度升逾7%，截至发稿，涨5.68%，报6.14港元，成交额2513.59万港元。太平洋证券表示，公司旗下雷鸟V3在摄像头等硬件和AI大模型体验方面都与Meta旗下的AI眼镜Ray-Ban类似，但Ray-BanMeta的定价为299-379美元，相较之下雷鸟V3的售价则为1799元，综合来看或更具性价比优势。同时公司计划于2025Q2推出智能眼镜新品X3Pro，预计将搭载0.36cc光引擎、具备低彩虹纹光波导、配备量产肌电手环、峰值亮度达5000nits，产品竞争力值得期待，品牌旗下智能眼镜产品矩阵有望持续扩张。浙商证券表示，公司自身的α来自国内和海外全面发力，国内产品力领先，海外渠道突破，份额持续提升。该行认为黑电行业在估值端和竞争格局上都得到了改善，且公司海外突围。估值端改善来自面板周期趋缓对黑电公司盈利稳定性的正向影响；同时，国内受益家电以旧换新国补，行业重回增长，大屏化驱动行业竞争格局改善。海外，公司通过数十年的布局，北美市场渠道突围、欧洲市场份额快速提升。
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