Group 1 - 康耐特光学 (02276) shares increased by nearly 3%, currently trading at 54.4 HKD with a transaction volume of 6.55 million HKD [1] - Google is developing two types of AI glasses to compete with Meta's products, with the first model expected to launch in 2026 [1] - Recent launches of AI glasses in the domestic market include Li Auto's Livis on December 3 and Alibaba's Quark AI glasses S1 on November 27 [1] Group 2 - 东方证券 predicts an acceleration in the release of smart glasses starting from Q2 2025, with significant brand launches expected in 2026 [2] - The weight of smart glasses is a crucial factor influencing consumer decisions, highlighting the importance of companies that can produce ultra-thin lenses [2] - 瑞银 forecasts 康耐特光学 will become the second-largest eyewear lens manufacturer globally by 2024, with a projected 25% CAGR in net profit from traditional lens business between 2024 and 2027 [2] - The rise of smart glasses is expected to unlock long-term growth potential for 康耐特光学, with a current P/E ratio of 34 times the expected earnings in 2026 indicating room for revaluation [2]
港股异动 | 康耐特光学(02276)涨近3% AI眼镜将加速驶入产品爆发期 公司长期增长潜能有望释放