Core Viewpoint - 康耐特光学's stock price increased by over 6% in early trading, reflecting positive market sentiment driven by developments in the smart glasses sector at CES 2026 and government support for the industry [1] Group 1: Market Developments - At CES 2026, smart glasses emerged as a focal point, with over 50 manufacturers showcasing their products, including leading companies like 雷鸟创新, Rokid, 影目, VITURE, and XREAL [1] - 阿里巴巴 is set to present its first self-developed AI glasses, the Quark AI Glasses S1, at CES 2026, indicating a significant entry into the smart glasses market [1] Group 2: Government Policy - The National Development and Reform Commission and the Ministry of Finance announced a policy for 2026 that includes large-scale equipment upgrades and a trade-in program for consumer goods, with smart glasses being included for the first time in national subsidies [1] - 东方证券 believes that the inclusion of smart glasses in national subsidies signals strong governmental support for the integration of artificial intelligence and consumer products, which will lower consumer barriers and accelerate market education [1]
港股异动 | 康耐特光学(02276)早盘涨超6% 智能眼镜成为CES 2026焦点 首次纳入国补释放明确信号