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　　康耐特光学（02276）早盘上涨8.62%，现报28.35港元，成交额2791.69万港元。

　　消息面上，康耐特光学此前发盈喜，预期截至2024年12月31日止年度的股东应占净利润将同比增加不少于30%。

　　中信建投证券此前研报指出，随着大模型能力不断迭代增长，模型之间差异在缩小，Meta、字节、小米等巨头开始大力布局端侧AI，抢夺AI Agent入口。2024年潜在的端侧AI爆品出现，AI眼镜成本曲线大幅下探，2025年有望成为其爆发元年。

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