金吾财讯 | TCL电子(01070)延续升势，截至发稿，涨4.26%，报7.84港元，成交额5398万港元。消息面上，近日，中国信通院泰尔终端实验室联合S-Dream Lab，从基本配置、音频、图像、防抖、交互、续航、安全隐私7个模块、超60个测试项，对RayBan-Meta Wayfarer智能眼镜的主要使用场景和功能进行全面、客观的功能、性能、可用性和可靠性测试。中国信通院表示，此举旨在为AI眼镜行业提供可参考的评价指标，推动技术创新升级和产业标准化进程，促进行业生态良性可持续发展。1月7日，TCL电子旗下雷鸟品牌发布AI拍摄眼镜新品雷鸟V3；公司计划于2025第二季度推出智能眼镜新品X3Pro。华泰证券表示，受益于以旧换新政策刺激及显示产业垂直一体化布局，叠加海外渠道与品牌营销优势，公司在中高端电视市场份额持续提升，且结构优化提升电视业务盈利能力，有望持续兑现盈利改善逻辑。
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