康耐特光学(02276)盘中涨超11%,截至发稿,股价上涨8.47%,现报29.45港元,成交额3017.39万港元。
消息面上,中国信通院拟于3月12日在浙江大学计算机创新技术研究院举办“AI眼镜产业推进专题研讨会”。据了解,此次研讨会主要是为了促进AI眼镜产业健康发展,加强产业链上下游企业交流合作。东北证券指出,目前已有超40家国内外厂商入局AI眼镜,涉及产品数量预计超过50款,供给的大幅增加有望让AI眼镜的平均价格继续下探,从而为未来放量提供基础。AI眼镜有望复刻TWS耳机高速增长实现快速起量,2025年或将成为AI眼镜起量元年,预计2029年AI眼镜全球出货量将有望破亿。
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