Group 1 - 康耐特光学 (02276) shares increased by over 5%, reaching 44.34 HKD with a trading volume of 61.4 million HKD [1] - Meta is preparing to launch its first AI smart glasses, Hypernova, with a reduced starting price of approximately 800 USD, down from an initial plan of at least 1000 USD [1] - The AI smart glasses market is expected to see strong growth driven by new product launches from major tech companies like Alibaba, Google, and Meta in the second half of the year [1] Group 2 - 康耐特光学 is a leading lens manufacturer with a comprehensive product SKU matrix and strong upstream and downstream partnerships, providing significant supply chain advantages [1] - The company has been actively expanding its domestic market presence and developing its own brand, which has created new growth momentum [1] - The increasing proportion of differentiated products has led to continuous improvement in profitability, and the booming smart glasses market presents a first-mover advantage for 康耐特光学 [1]
港股异动 | 康耐特光学(02276)涨超5% AI眼镜再迎新催化 机构称公司积极布局具备先发优势