Zhi Tong Cai Jing·2026-01-16 01:45Core Viewpoint - 康耐特光学's stock rose over 7%, reaching 58.6 HKD, driven by news of Meta's plans to double AI smart glasses production by the end of the year to meet growing demand and stay ahead of competitors [1] Company Summary - 康耐特光学's stock performance is positively influenced by Meta's increased investment in smart glasses, which is expected to accelerate industry growth [1] - The company is identified as a key player in the smart glasses supply chain, particularly in lens manufacturing and sales channels [1] Industry Summary - Meta aims to increase annual production capacity of AI smart glasses to 20 million units by 2026, reflecting confidence in sales potential [1] - According to Wellsenn XR, global sales of AI smart glasses are projected to reach 7 million units by 2025, a nearly 360% increase, with Meta expected to contribute 5 million units [1] - By 2030, global sales of AI smart glasses are anticipated to grow to 90 million units, indicating rapid market expansion [1]