康耐特光学早盘涨超6% 机构称AI轻工融合下的产品表现值得期待

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12 Feb
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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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