港股概念追踪|夸克AI眼镜线上线下“一机难求” 明年1月产能或将释放（附概念股）

智通财经2025-12-12

近日，夸克AI眼镜市场需求超预期，线上线下“一机难求”。夸克AI眼镜S1在天猫、抖音、京东等主流电商平台均处于暂时无货状态，发货周期已被拉长至45天。对此，夸克AI眼镜天猫旗舰店官方客服回应称，由于当前产能有限，每天上午10点会限量上架一批货，目前正在紧急增产备货。据了解，夸克AI眼镜目前的订单量已经透支了未来约45天的产能。据夸克AI眼镜的核心供应商及内部人士披露，目前夸克AI眼镜已新增一条产线...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2590878540?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-12 07:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2590878540","market":"hk","top_or_hot":-1,"title":"港股概念追踪|夸克AI眼镜线上线下“一机难求”   明年1月产能或将释放（附概念股）","media":"智通财经","content":"<div>\n<p>近日，夸克AI眼镜市场需求超预期，线上线下“一机难求”。夸克AI眼镜S1在天猫、抖音、京东等主流电商平台均处于暂时无货状态，发货周期已被拉长至45天。对此，夸克AI眼镜天猫旗舰店官方客服回应称，由于当前产能有限，每天上午10点会限量上架一批货，目前正在紧急增产备货。据了解，夸克AI眼镜目前的订单量已经透支了未来约45天的产能。据夸克AI眼镜的核心供应商及内部人士披露，目前夸克AI眼镜已新增一条产线...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1380671.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股概念追踪|夸克AI眼镜线上线下“一机难求”   明年1月产能或将释放（附概念股）</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股概念追踪|夸克AI眼镜线上线下“一机难求”   明年1月产能或将释放（附概念股）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 07:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1380671.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，夸克AI眼镜市场需求超预期，线上线下“一机难求”。夸克AI眼镜S1在天猫、抖音、京东等主流电商平台均处于暂时无货状态，发货周期已被拉长至45天。对此，夸克AI眼镜天猫旗舰店官方客服回应称，由于当前产能有限，每天上午10点会限量上架一批货，目前正在紧急增产备货。据了解，夸克AI眼镜目前的订单量已经透支了未来约45天的产能。据夸克AI眼镜的核心供应商及内部人士披露，目前夸克AI眼镜已新增一条产线...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1380671.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"300959","symbol_name":"线上线下","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1380671.html","article_id":"2590878540","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590878540","pubTimestamp":1765497243,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"近日，夸克AI眼镜市场需求超预期，线上线下“一机难求”。据了解，夸克AI眼镜目前的订单量已经透支了未来约45天的产能。据夸克AI眼镜的核心供应商及内部人士披露，目前夸克AI眼镜已新增一条产线，产能将从下周陆续释放。夸克AI眼镜内部人士也透露，团队最大的目标是明年1月能够充分释放产能，赶上春节消费热潮。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300959":"线上线下","BK1607":"新IT概念","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1222":"医疗保健用品","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK0231":"软件信息","BK1500":"做空集合股","BK1504":"苹果概念","BK1167":"电子制造服务","BK1608":"元宇宙概念","02018":"瑞声科技","02276":"康耐特光学"},"translate_title":"Hong Kong stock concept tracking | Quark AI glasses online and offline are \"hard to find\" production capacity may be released in January next year (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300959":1.5,"02276":0.9,"02018":0.9},"content_text":"近日，夸克AI眼镜市场需求超预期，线上线下“一机难求”。夸克AI眼镜S1在天猫、抖音、京东等主流电商平台均处于暂时无货状态，发货周期已被拉长至45天。对此，夸克AI眼镜天猫旗舰店官方客服回应称，由于当前产能有限，每天上午10点会限量上架一批货，目前正在紧急增产备货。据了解，夸克AI眼镜目前的订单量已经透支了未来约45天的产能。据夸克AI眼镜的核心供应商及内部人士披露，目前夸克AI眼镜已新增一条产线，产能将从下周陆续释放。至格科技创始人孟祥峰称：“正加紧生产来自夸克AI眼镜的大笔光波导片订单，新购买的设备都已投入使用。”夸克AI眼镜内部人士也透露，团队最大的目标是明年1月能够充分释放产能，赶上春节消费热潮。今年11月，夸克AI眼镜正式发布了S1、G1两个系列共六款单品，S1系列最低到手价为3799元，G1最低到手价1899元起，这也是搭载千问的首款硬件。来自立讯的内部人士透露，夸克的工作人员上个月就已经密集在盯出货，“他们在我们的工厂内新增了一条组装产线。”至格科技创始人孟祥峰称：“我们正加紧生产来自夸克AI眼镜的大笔光波导片订单，新购买的设备都已投入使用。”夸克AI眼镜的一位内部人士也透露，团队目前最大的目标是明年1月能够充分释放产能，赶上春节消费热潮。夸克AI眼镜产业链港股：瑞声科技(02018)：据行业消息人士透露，瑞声科技此前已与海外多家大模型及智能终端企业深度协作，共同探索“AI + 终端”的创新落地路径。除传统优势的声学、触觉器件外，公司还向AI手机、XR可穿戴设备及全新形态智能硬件，输出光波导、高端散热系统等感知方案与核心产品，持续拓宽业务边界。中邮证券发布研报称，瑞声科技(02018.HK)全资收购芬兰光波导企业Dispelix，加速AR技术商业化。同时，公司以其核心硬件赋能“豆包AI手机”与夸克AI眼镜，在X轴线性马达、声学系统及创新拾音方案等领域提供关键支持，推动AI交互向软硬一体演进，强化“AI+感知”布局。康耐特光学(02276)：根据康耐特光学官方工作号，公司是夸克AI眼镜的独家镜片供应商，标志着客户在国内市场拓展再下一城。东方证券表示，夸克镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率上有过高溢价，因此配镜企业具较好的盈利能力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590878540","isCrawlerRequest":true}