Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of 康耐特光学 (Conant Optical), which increased by 4.27% to HKD 57.35, with a trading volume of HKD 30.97 million [1] - On November 27, the first smart hardware, Quark AI glasses, equipped with the Qianwen assistant, was officially launched, enhancing the connection between the physical world and digital services [1] - The Qianwen assistant integrated into the Quark AI glasses connects with key Alibaba ecosystem services such as Alipay, Gaode Map, Taobao, Feizhu, and Alibaba Travel, indicating its capability to assist users in real-world tasks [1] Group 2 - 康耐特光学 is the exclusive lens supplier for the Quark AI glasses, marking a significant expansion in its domestic market presence [1] - According to Dongfang Securities, the retail price of Quark lenses includes a 13% tax and profit margin, suggesting that Alibaba may not have a high markup on the lens business, which could lead to better profitability for optical fitting companies [1]
港股异动 | 康耐特光学(02276)再涨超4% 公司为夸克AI眼镜独家镜片供应商 机构称配镜企业盈利能力较好