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　　康耐特光学（02276）早盘涨超6%，高见30港元，刷新上市新高。截至发稿，股价上涨5.67%，报29.80港元，成交额3918.070港元。

　　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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