瑞银：料康耐特光学XR业务未来数季盈利贡献更为明朗 评级“买入”

Group 1 - UBS reports that 康耐特光学 (02276) announced a proposed placement of 27 million shares, representing approximately 5.33% of the enlarged share capital, to raise HKD 1.4 billion, with a 60-day lock-up period on the shares [1] - UBS believes that the long-term valuation re-rating drivers for the company remain solid [1] - It is expected that the potential profit contribution from the XR business will become clearer in the coming quarters, and the launch of new smart glasses in both China and overseas markets could continue to provide catalysts for the company's stock price [1] Group 2 - UBS sets a target price of HKD 67 for 康耐特光学 and maintains a "Buy" rating [1]