瑞银：料康耐特光学(02276)XR业务未来数季盈利贡献更为明朗 评级“买入”

Core Viewpoint - UBS reports that 康耐特光学 (02276) announced a placement of 27 million shares, representing an approximate 5.33% increase in post-expansion share capital, aiming to raise HKD 1.4 billion, with a 60-day lock-up period for the shares [1] Group 1 - UBS believes that the long-term valuation re-evaluation 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 [1] - The launch of new smart glasses products in both China and overseas markets is anticipated to provide ongoing 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]