智通财经APP获悉，TCL电子(01070)现涨超6%，截至发稿，涨5.52%，报7.45港元，成交额4523.15万港元。
消息面上，中国信通院近期开始启动AI眼镜专项测试。中信建投研报指出，随着大模型能力不断迭代增长，模型之间差异在缩小，Meta、字节、小米等巨头开始大力布局端侧AI，抢夺AI Agent入口。2024年潜在的端侧AI爆品出现，AI眼镜成本曲线大幅下探，2025年有望成为其爆发元年。
据悉，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。国泰君安此前指出，雷鸟创新由TCL电子孵化，公司核心团队来自TCL、大疆、Meta、字节跳动，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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