智通财经APP获悉,康耐特光学(02276)涨超7%,截至发稿,涨7.09%,报27.95港元,成交额1206.26万港元。
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%。华创证券指出,智能眼镜布局方面,公司早于21年就组建XR光学研发和服务中心,目前与全球多家消费电子公司达成合作,并已经收到研发费用和小试订单款项。近期,公司获歌尔股份入股,配售和收购完成后,歌尔将持有公司20%股份,未来有望就智能眼镜相关业务加深合作。
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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