Changes in Hong Kong stocks | Connett Optics (02276) rose more than 7% to accelerate the expansion of the end-side AI terminal model. The company has an XR industry card position advantage

Zhitongcaijing · 2d ago

The Zhitong Finance App learned that Connett Optics (02276) rose by more than 7%. As of press release, it had risen 7.15% to HK$38.34, with a turnover of about HK$62.2 million.

According to the news, the CITIC Construction Investment Research Report indicates that end-side AI and physical AI are expected to become key topics in the direction of A-share AI in 2027. As a new form of end-side AI, AI glasses are the only terminal form that “goes from 0 to 1” and is not bound by the inventory cycle. Apple's first AI smart glasses are expected to be unveiled in 2027, and the terminal form of end-side AI will expand from mobile phones to glasses.

According to reports, Connett Optics has an XR industrial card position advantage. The company is the exclusive lens supplier for Alibaba Qianwen AI glasses, supporting leading domestic and foreign brands such as Rokid and Meta; Goertek holds 19.3% of the shares and becomes the second shareholder to jointly establish XR industry collaboration. China Merchants Securities is optimistic that the XR/AI glasses business will open up the company's second growth curve.