康耐特光学早盘涨超8% 机构看好今年成AI眼镜爆发元年

新浪港股
06 Feb
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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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