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　　康耐特光学（02276）早盘上涨6.15%，现报28.50港元，成交额2264.63万港元。

　　国泰君安发布研报称，据维深信息，2024年全球AI智能眼镜销量152万台（2023年24万台），其中Ray-BanMeta智能眼镜销量145万台。预计2025年全球AI智能眼镜销量350万台，较2024年增长230%，增长主要来自于Ray-BanMeta的销量持续增长，多款AI智能眼镜新品上市兑现以及小米、三星等大厂入场发售AI智能眼镜新品。当前DeepSeek横空出世，加速AI模型应用渗透，Deepseek模型崛起有望加速端侧产品渗透及产品力提升，打开销量空间，AI轻工融合下的产品表现值得期待。

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