智通财经APP获悉，TCL电子(01070)再涨超7%，截至发稿，涨7.35%，报6.72港元，成交额8353.11万港元。
消息面上，1月7日，TCL电子旗下雷鸟品牌发布AI拍摄眼镜新品雷鸟V3；公司计划于2025第二季度推出智能眼镜新品X3Pro。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。
太平洋证券指出，行业端，全球TV市场大屏高端产品需求较强，未来中资TV品牌集中度有望突破；此外光伏、AR/XR等行业增长迅速，AI眼镜未来或将高速发展。公司端，作为全球TV行业龙头，内部效率不断改善，智屏份额、中高端大屏产品占比持续提升，互联网业务盈利能力稳健，光伏、全品类营销等创新业务高速发展；同时旗下雷鸟品牌智能眼镜业务快速扩张，有望助推公司业绩和知名度提升。
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