港股概念追踪|夸克AI眼镜线上线下“一机难求” 明年1月产能或将释放（附概念股）

Group 1 - Quark AI glasses are experiencing unexpected market demand, leading to a situation where they are temporarily out of stock on major e-commerce platforms like Tmall, Douyin, and JD, with shipping times extended to 45 days [1] - The official customer service of Quark AI glasses stated that due to limited production capacity, they are releasing a limited number of units daily at 10 AM and are urgently ramping up production [1] - The order volume for Quark AI glasses has already exceeded the production capacity for the next 45 days, prompting the addition of a new production line to increase output [1][2] Group 2 - The founder of Zhige Technology, Meng Xiangfeng, mentioned that they are accelerating the production of a large order for optical waveguide plates for Quark AI glasses, with new equipment already in use [2] - The internal team of Quark AI glasses aims to fully release production capacity by January next year to meet the demand during the Spring Festival shopping season [1][2] Group 3 - AAC Technologies (02018) has been collaborating with various overseas large model and smart terminal companies to explore innovative applications of "AI + terminal," expanding its business boundaries beyond traditional acoustic and haptic devices [3] - AAC Technologies has fully acquired the Finnish optical waveguide company Dispelix to accelerate the commercialization of AR technology, providing key support for Quark AI glasses in areas such as X-axis linear motors and acoustic systems [3] - Conant Optical (02276) is the exclusive lens supplier for Quark AI glasses, indicating a successful expansion in the domestic market, with good profitability for lens companies due to reasonable pricing strategies [3]