智通财经APP获悉，康耐特光学(02276)早盘涨近7%，截至发稿，涨4.71%，报26.7港元，成交额1544.45万港元。
消息面上，据财联社近日报道，有消息称小米AI眼镜已获得入网许可；小米AI眼镜原定于2025年3月至4月发布，现计划提前至2月，与小米15 Ultra同台亮相。而据科创板日报报道，2024年小米与供应链企业歌尔股份达成合作，首款AI眼镜对标Meta Ray-ban，预期出货量30万台以上。歌尔股份相关人士回应称，公司对具体客户信息及项目内容不予透露。
华创证券发布研报称，康耐特光学是镜片制造行业领军企业，内外销齐头并进(已在泰国布局产能)，C2M模式下未来量价齐升可期。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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.