Core Viewpoint - 康耐特光学 (02276) shares rose over 6%, reaching 41 HKD, with a trading volume of 20.67 million HKD, driven by the growing demand for AI glasses and the company's strategic positioning in the XR business [1] Industry Summary - The global edge AI market is experiencing continuous growth, with AI glasses identified as one of the best hardware carriers for edge AI, indicating a positive industry trend [1] - Recent product launches in the smart glasses sector include Alibaba's Quark AI glasses, Meta's Oakley Meta Vanguard priced at 499 USD, and Thunder Innovation's HDR viewing glasses, suggesting a competitive landscape [1] Company Summary - 康耐特光学 is a leading manufacturer of lenses, with an upgraded product structure that positions the company to benefit from the increasing demand for AI glasses [1] - The company is actively expanding its XR business, with a planned capital increase to GoerTek, making it the second-largest shareholder, which is expected to enhance collaboration in XR initiatives [1] - As of August 31, 2025, 康耐特光学's XR business has generated approximately 10 million RMB in revenue, with expectations for further growth in the latter half of 2025 and into 2026 [1]
港股异动 | 康耐特光学(02276)涨超6% AI眼镜厂商新品频出 公司有望受益AI眼镜需求放量