高盛：康耐特光学(02276)正将业务拓展至AI/AR眼镜领域新产能扩张以捕捉不断增长的需求

智通财经2025-07-02

智通财经APP获悉，高盛发布研报称，康耐特光学(02276)管理层对AI/AR眼镜需求的乐观态度，与该行对其出货量增长和未来市场发展的积极看法一致。这一市场的增长得益于产品的可负担性、不断增多的使用场景以及人工智能功能的日益整合。能看到科技领军企业正纷纷进入该市场，该行预计2024-2030年期间中国人工智能/增强现实眼镜的出货量将以56%的复合年增长率增长，到2030年预计将达到700万台。报告...

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高盛：康耐特光学(02276)正将业务拓展至AI/AR眼镜领域 新产能扩张以捕捉不断增长的需求

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高盛：康耐特光学(02276)正将业务拓展至AI/AR眼镜领域新产能扩张以捕捉不断增长的需求