金吾财讯 | TCL电子(01070)延续升势，截至发稿，涨3.41%，报7.59港元，成交额1.58亿港元。消息面上，日前，TCL电子发盈喜，预期2024年度的经调整归母净利润约在13亿至17亿港元之间，与2023年同期相比，将取得约62%至112%的增长。国金证券表示，24年公司全球能力建设与组织调整取得良好效果，内销国补延续+海外渠道持续突破下，份额提升+盈利弹性逻辑有望持续兑现，盈利中枢有望持续提升。此外，国泰君安指出，雷鸟创新由TCL电子孵化，公司核心团队来自TCL、大疆、Meta等，创新优势明显。该行认为，考虑到TCL电子整体进入盈利修复通道，同时预计公司持股11.5%的雷鸟创新，其AI眼镜业务市场份额领先，有望充分受益AI产业爆发。
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