智通财经APP获悉，康耐特光学(02276)涨超5%，高见29.95港元刷新上市新高。截至发稿，涨5.32%，报29.7港元，成交额3346.59万港元。
消息面上，AI眼镜行业标准化进程加速。中国信通院近日针对RayBan-Meta Wayfarer智能眼镜的专项测试，从客观指标和主观体验两个维度，对AI眼镜的七个关键模块进行了全面、客观的测试。此前，Rokid创始人兼CEO祝铭明在杭州市余杭区经济高质量发展大会上佩戴Rokid Glasses，并借助其智能提词功能发表主题演讲。
银河证券表示，wellsenn XR预计2025年AI眼镜出货量将达到350万副，同比增长130%，2030年AI眼镜销量将快速增长至9000万副，AI眼镜即将迎来“iPhone时刻”。天风证券认为，康耐特光学作为具备定制化车房生产能力的树脂镜片龙头厂商，产业先发优势显著，研发成果显著，目前与全球头部消费电子客户合作研发进展顺利，此外歌尔巨头入局提供重磅背书，该行认为公司有望享受智能眼镜快速成长红利，打开业绩及估值成长空间。
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