Core Viewpoint - 康耐特光学 (02276) has seen a significant stock price increase, reaching a new high of 48.5 HKD, driven by positive market sentiment regarding the AI glasses industry and its strategic partnerships [1] Company Summary - 康耐特光学's stock rose by 5.04% to 47.1 HKD, with a trading volume of 123 million HKD [1] - The company is positioned to benefit from the upgrade trend in the AI glasses industry, which is moving towards lightweight, high-performance integrated solutions requiring advanced manufacturing capabilities [1] - Since 2021, 康耐特光学 has been focusing on XR integrated technology and has formed a strategic partnership with GoerTek, which is expected to enhance customer collaboration [1] - The company has received research projects and small trial orders from several leading global technology and consumer electronics companies and is set to establish a dedicated production line for XR lenses in Thailand [1] Industry Summary - Reports indicate that Meta is preparing to launch its first smart glasses with a display, codenamed Hypernova, which is expected to be released next month [1] - Financial analysts believe that the ongoing interest in AI smart glasses and strong sales growth, combined with the upcoming releases of new AI+AR glasses from major tech companies like Alibaba, Google, and Meta in the second half of the year, will drive significant growth in AI smart glasses sales beyond expectations [1]
港股异动 | 康耐特光学(02276)再涨超5% 股价创新高 公司有望充分受益AI眼镜行业升级趋势