智通财经APP获悉，TCL电子(01070)涨超5%，截至发稿，涨5.5%，报6.91港元，成交额3232.33万港元。
消息面上，根据Wellsenn预测数据，2024年全球AI智能眼镜销量将达200万副，2025年全球出货量进一步增长至400万副，到2030年，AI+AR技术有望发展到成熟阶段，AI+AR智能眼镜将进入到高速发展期，2030年全球AI眼镜出货量有望增长至8000万副，2023-2030年CAGR达134%。平安证券指，2025年AI智能眼镜市场将进入到新品密集发布期，AI智能眼镜全球销量有望迎来明显增加，相关产业链将同步受益。
此前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。太平洋证券指出，公司作为全球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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