港股异动 | 康耐特光学(02276)涨超5% DeepSeek加速AI模型应用渗透 机构看好未来AI眼镜市场

智通财经
12 Feb

智通财经APP获悉,康耐特光学(02276)涨超5%,截至发稿,涨5.03%,报28.2港元,成交额1493.6万港元。

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。

华西证券指出,AI眼镜百花齐放,未来市场空间潜力巨大。泛AI智能眼镜(AI音/视频眼镜+AR眼镜)长期有望对标手机出货。展望未来,随着产品形态的丰富、成本的持续下探、光学显示方案的迭代升级、AI端侧算力的提升,AI眼镜有望成为下一个出货量过亿的消费电子终端,未来潜在市场规模巨大。建议重点关注价值量占比较高的核心环节。

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