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）

智通财经2025-08-28

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。据Meta CTO透露，会上Meta有望发布带显示智能眼镜Celeste、第三代RayBan-Meta眼镜以及运动款Oakley眼镜，并可能展示全新的“元宇宙软件”，从硬件、交互、软件层面重新定义AI眼镜。据分析师郭明𫓹的最新预测，Meta公司即将推出的AI眼镜Hypernova预计将在2025年第三季度开始量产，...

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Meta眼镜上半年强劲增长逾两倍、小米AI眼镜50万件出货量目标、各品牌丰富的产品管线，以及持续扩展的生态系统与人工智能功能及应用场景，将为相关供应链今年下半年的增长铺路。AI眼镜相关港股：康耐特光学(02276)：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。AR近视解决方案正向轻薄、高性能的一体化贴合升级，其要求较高制造水平。公司自21年开始卡位XR一体化技术，引入股东歌尔股份战略合作，有望形成客户协同，目前已获多家全球领先的科技和消费电子龙头在研项目及小试订单，并将在泰国新建XR配套镜片专用产线。蓝思科技（06613）：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。TCL电子(01070)：2025年1月7日，TCL电子旗下雷鸟品牌发布AI拍摄眼镜新品雷鸟V3，产品定价1799元。舜宇光学科技(02382)：舜宇智能光学在AI眼镜视觉方案上拥有技术布局与产品方案，特别是在场景交互、信息交互和影像三大领域。公司实现了基于单目、双目、dTOF等技术的全栈XR视觉方案覆盖，并不断推动高分辨率、小型化、可变光圈等方面的研发进展，满足行业对AI眼镜SLAM、超广角、超长焦、眼动追踪等功能的需求。小米集团-W(01810)：Xiaomi小米在近期举办了人车家全生态发布会，除了正式上市的小米YU7纯电SUV，还发布了小米Watch S4 41mm、小米手环10、小米开放式耳机Pro，以及小米首款AI眼镜等众多产品。其中，小米AI眼镜定位于“面向下一代的个人智能设备，随身的AI入口”，支持第一人称视角拍摄，视频通话、直播，超级小爱等功能。百度集团-SW(09888)：在2024百度世界大会上，百度正式发布了小度AI眼镜，并称该产品为“全球首款搭载中文大模型的原生AI眼镜”。阿里巴巴(09988)：阿里巴巴在2025年7月26日世界人工智能大会(WAIC)上正式发布首款自研AI眼镜 “夸克AI眼镜”(Quark 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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）

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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）