康耐特光学(02276)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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02276 康耐特光学

已收盘 09-11 16:08:13

43.460

+0.425

+0.99%

最高45.500	最低42.520	成交量260.81万
今开43.100	昨收43.035	日振幅6.92%
总市值208.61亿	流通市值208.61亿	总股本4.80亿
成交额1.15亿	换手率0.54%	流通股本4.80亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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智能眼镜长期空间广阔","url":"https://stock-news.laohu8.com/highlight/detail?id=2566950972","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2566950972?lang=zh_cn&edition=full","pubTime":"2025-09-11 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16:32","pubTimestamp":1757493141,"startTime":"0","endTime":"0","summary":"智通财经APP讯，康耐特光学(02276)公布，将于2025年10月15日派发中期股息每股0.165港元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1343596.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2566737936","title":"每日卖空追踪 | 康耐特光学-一百 09月10日卖空量成交12.07万股，卖空比例为5.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2566737936","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2566737936?lang=zh_cn&edition=full","pubTime":"2025-09-10 16:30","pubTimestamp":1757493033,"startTime":"0","endTime":"0","summary":"康耐特光学-一百北京时间09月10日，跌0.23%，卖空量成交12.07万股，较上一交易日减少60.31%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509101633289520a517&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:48","pubTimestamp":1757396937,"startTime":"0","endTime":"0","summary":"2025年09月09日下午盘13时48分，康耐特光学-一百股票出现异动，股价快速下跌5.02%。截至发稿，该股报42.360港元/股，成交量182.09万股，换手率0.38%，振幅6.10%。康耐特光学-一百股票所在的医疗设备及用品行业中，整体跌幅为0.42%。公司强调，随着国内外客户若干重点项目逐步扩大试生产规模或进入正式量产阶段，预计XR业务收入将在2025年下半年及2026年迎来进一步增长。据了解，康耐特光学成立于2018年6月20日，主要从事制造及销售树脂眼镜镜片业务。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250909134857a4bd510a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:33","pubTimestamp":1757331199,"startTime":"0","endTime":"0","summary":"智通财经APP讯，康耐特光学(02276)发布公告，本公司与此前所述多个全球领先的科技和消费电子企业的合作顺利推进，根据已签署的合作协议和采购订单，本公司已陆续收到包括开发费用，小额初试订单，和国内个别重点专案的量产订单在内的款项。截止2025年8月31日，公司XR业务方面已累计收入约人民币1000万元(含2025年上半年确认收入约人民币 300万元)。随着国内外客户的若干重点专案陆续扩大试生产规模或者进一步进入正式量产，公司预计来自于XR业务的收入将在2025年下半年和2026年进一步增长。公司计划持续发展XR业务，继续积极配合国内外智慧眼镜生产商做好镜片解决方案的研发、生产和供应。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1342753.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2566662537","title":"每日卖空追踪 | 康耐特光学-一百 09月08日卖空量成交104.5万股，卖空比例为14.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2566662537","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2566662537?lang=zh_cn&edition=full","pubTime":"2025-09-08 16:30","pubTimestamp":1757320230,"startTime":"0","endTime":"0","summary":"康耐特光学-一百北京时间09月08日，跌3.25%，卖空量成交104.5万股%，较上一交易日增加298.7%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250908173345a4badd5a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250908173345a4badd5a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2565320555","title":"港股异动 | 康耐特光学(02276)涨超5% 公司有望下周一入通 机构看好其流通性抬升","url":"https://stock-news.laohu8.com/highlight/detail?id=2565320555","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2565320555?lang=zh_cn&edition=full","pubTime":"2025-09-05 14:58","pubTimestamp":1757055535,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，康耐特光学(02276)涨超5%，截至发稿，涨5.49%，报46.86港元，成交额8698.92万港元。消息面上，恒生指数公司此前宣布的季检结果显示，康耐特光学获纳入恒生综合指数，变动将于9月5日收市后实施并于9月8日起生效。中金指出，公司作为全球树脂镜片龙头，技术、产能、客户壁垒深厚。高折率产品加速放量，叠加智能眼镜光学镜片爬坡，盈利高增路径清晰。市场对AR眼镜镜片价值量及份额提升仍有预期差，该行继续看好公司以传统树脂镜片基石、智能眼镜光学镜片第二成长曲线的双轮驱动长期潜力。另外，该行认为公司入通后流通性将得到抬升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1341923.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2565300146","title":"每日卖空追踪 | 康耐特光学-一百 09月04日卖空量成交10.99万股，卖空比例为8.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2565300146","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2565300146?lang=zh_cn&edition=full","pubTime":"2025-09-04 16:30","pubTimestamp":1756974628,"startTime":"0","endTime":"0","summary":"康耐特光学-一百北京时间09月04日，跌4.35%，卖空量成交10.99万股%，较上一交易日减少33.76%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250904172336a70f529a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250904172336a70f529a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2564382910","title":"中金：维持康耐特光学(02276)跑赢行业评级 目标价58港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2564382910","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2564382910?lang=zh_cn&edition=full","pubTime":"2025-09-02 09:27","pubTimestamp":1756776440,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，维持康耐特光学2025/2026年盈利预测基本不变，当前股价对应2025/2026年39/31倍P/E。公司公告将于2025年9月8日起被纳入恒生综合指数及恒生港股通指数等13项指数，该行认为公司入通后流通性将得到抬升。下半年Meta、三星及多家公司新品将上市，该行认为行业有望延续高景气增长。其中Hypernova未来2年出货量约15-20万副，售价约800美元/副。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1340291.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02276"],"gpt_icon":0},{"id":"2563006366","title":"每日卖空追踪 | 康耐特光学-一百 08月29日卖空量成交19.37万股，卖空比例为10.93%","url":"https://stock-news.laohu8.com/highlight/detail?id=2563006366","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563006366?lang=zh_cn&edition=full","pubTime":"2025-08-29 16:30","pubTimestamp":1756456231,"startTime":"0","endTime":"0","summary":"康耐特光学-一百北京时间08月29日，跌1.03%，卖空量成交19.37万股%，较上一交易日减少28.39%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250829174208a4a7681b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250829174208a4a7681b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2562903772","title":"港股概念追踪|Meta Connect大会将发布新AI眼镜   机构普遍看好产业链成长空间（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2562903772","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2562903772?lang=zh_cn&edition=full","pubTime":"2025-08-28 08:35","pubTimestamp":1756341307,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，今年Meta Connect大会将于9月17日-18日拉开帷幕。AI眼镜相关港股：康耐特光学：国投证券发布研报称，公司有望充分受益AI眼镜行业升级趋势，打开增长空间。蓝思科技：日前，市场传出Meta将于9月发布下一代Ray-BanAI眼镜，该产品将新增AR显示功能。从知情人士处获悉，蓝思科技将独家供应该款AI眼镜的三大核心部件，目前相关部件已在制作中。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1336924.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["FB","LU0320765489.SGD","LU2347655073.USD","LU1069344957.HKD","META","BK4573","IE0004445015.USD","LU2168564222.USD","BK4566","LU2462157665.USD","LU0784385170.HKD","LU0097036916.USD","SG9999015945.SGD","LU0345769128.USD","LU1116320737.USD","LU1720051017.SGD","LU2023250843.SGD","LU2756315664.SGD","LU2746668461.USD","HSTECH","IE00B19Z3581.USD","LU2505996509.AUD","BK4508","LU0345769631.USD","LU1066053197.SGD","LU0203201768.USD","LU0080751232.USD","02276","IE00B1BXHZ80.USD","LU0170899867.USD","BK4581","LU2456880835.USD","LU0444973449.USD","LU1642822529.SGD","LU2746668974.SGD","LU0348723411.USD","LU0943347566.SGD","LU1778281490.HKD","HSCEI","LU1815336760.USD","YANG","BK4554","LU0417517546.SGD","SGXZ23171101.USD","LU0310799852.SGD","LU0096362180.USD","LU2317271919.USD","IE00BMPRXN33.USD"],"gpt_icon":1},{"id":"2562793840","title":"康耐特光学盘中异动 早盘快速跳水5.08%报49.360港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2562793840","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2562793840?lang=zh_cn&edition=full","pubTime":"2025-08-27 09:57","pubTimestamp":1756259843,"startTime":"0","endTime":"0","summary":"2025年08月27日早盘09时57分，康耐特光学股票出现波动，股价急速跳水5.08%。截至发稿，该股报49.360港元/股，成交量30.1万股，换手率0.06%，振幅5.08%。资金方面，该股资金流入385.135万港元，流出972.453万港元。康耐特光学股票所在的工业器材行业中，整体涨幅为0.01%。其相关个股中，天业节水、盛力达科技、中华银科技涨幅较大，振幅较大的相关个股有吉盛集团控股、彼岸控股、盛力达科技，振幅分别为22.86%、7.32%、6.58%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082709572394ff50f1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082709572394ff50f1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2562938267","title":"每日卖空追踪 | 康耐特光学 08月26日卖空量成交16.75万股，卖空比例为4.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2562938267","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2562938267?lang=zh_cn&edition=full","pubTime":"2025-08-26 16:30","pubTimestamp":1756197029,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间08月26日，涨4.21%，卖空量成交16.75万股%，较上一交易日减少34.18%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250826172929a49fc283&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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康耐特光学股价涨4.21%，报收52.00元，成交金额1.8亿元，换手率0.75%，振幅5.73%，量比1.52。康耐特光学今日主力资金净流入2291.9万元，连续5日净流入，上一交易日主力净流入2214.7万元。近一年数据显示，该股主力连续5日净流入后，次日上涨概率为66.67%，平均涨幅为1.92%。该股近5个交易日上涨27.91%，主力资金累计净流入5900.8万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入8995.3万元，其中净流入天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250826170825a6fc507f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:48","pubTimestamp":1756032522,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1222","02276","HSCI","07226","HSCEI","BK4614","YANG","HSTECH"],"gpt_icon":0},{"id":"2561730451","title":"港股异动 | 康耐特光学(02276)再涨超5% 股价创新高 公司有望充分受益AI眼镜行业升级趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2561730451","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2561730451?lang=zh_cn&edition=full","pubTime":"2025-08-21 15:23","pubTimestamp":1755760997,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，康耐特光学再涨超5%，高见48.5港元创上市新高。截至发稿，涨5.04%，报47.1港元，成交额1.23亿港元。消息面上，国投证券发布研报称，公司有望充分受益AI眼镜行业升级趋势，打开增长空间。该设备将于下月正式发布。财信证券认为，受益于AI智能眼镜市场热度的持续提升以及销量强劲增长，叠加今年下半年阿里、谷歌、Meta等科技巨头新款AI+AR眼镜产品的发布与上市，将为全年AI智能眼镜销量超预期增长提供核心增量驱动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1332704.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2560212496","title":"港股异动 | 康耐特光学(02276)涨超5% AI眼镜再迎新催化 机构称公司积极布局具备先发优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2560212496","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2560212496?lang=zh_cn&edition=full","pubTime":"2025-08-20 14:25","pubTimestamp":1755671122,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，康耐特光学涨超5% ，截至发稿，涨5.32%，报44.34港元，成交额6139.69万港元。该设备将于下月正式发布。申万宏源近日研报指出，康耐特光学为镜片制造领军企业，产品SKU矩阵完善，上下游合作关系稳固，供应链优势明显。近年来公司积极发力国内市场和自主品牌，打造增长新动能。智能眼镜蓬勃发展，公司积极布局具备先发优势，歌尔连续认购、收购公司股权，彰显产业链认可，同时有望赋能公司相关业务发展，打开未来增长空间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1332023.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2559673846","title":"中金：首予康耐特光学(02276)跑赢行业评级 目标价54.00港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2559673846","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2559673846?lang=zh_cn&edition=full","pubTime":"2025-08-13 09:15","pubTimestamp":1755047726,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，首次覆盖康耐特光学给予跑赢行业评级，目标价54.00港元，基于P/E估值法，对应2026年35倍P/E，预计公司2025~2026年EPS分别为1.14元、1.42元，2024-2026年CAGR为26%。中金主要观点如下：传统镜片稳健增长，AI眼镜赛道加速扩容1)Frost & Sullivan预计全球镜片销售额到29年约82亿美元，24-29年CAGR 5.8%。2)AI眼镜市场渗透率持续提升，Wellsenn预计26年全球销量首次突破1000万台，Frost & Sullivan预计29年销售额破千亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1328854.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02276"],"gpt_icon":0},{"id":"2558970690","title":"康耐特光学盘中异动 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