AI眼镜概念狂飙，这只股票股价4天翻倍
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">这两天，A股刮起了一股“AI眼镜”热潮。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">据科创板日报<span style="color: black;">报告</span>，知名科技记者马克·古尔曼近期（Mark Gurman）在《Power On》中爆料<span style="color: black;">叫作</span>，苹果团队正继续<span style="color: black;">实验</span><span style="color: black;">研发</span>多款智能眼镜<span style="color: black;">制品</span>，<span style="color: black;">包含</span>预计明年推出的平价版Vision Pro。<span style="color: black;">另外</span>，据外媒<span style="color: black;">报告</span>，Meta计划斥资数十亿美元收购依视路陆逊梯卡集团约5%的股份；此前Meta与后者旗下的雷朋眼镜合作<span style="color: black;">研发</span>两代智能眼镜：Ray-BanStories和Ray-Ban Meta。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">这一系列科技巨头加码智能眼镜的<span style="color: black;">信息</span>传出，便立即在A股催生出AI眼镜概念。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://q4.itc.cn/q_70/images03/20240815/9599794f27114ecaa131218d6c0eda31.jpeg" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">8月13日，同花顺联合华创电子团队推出AI眼镜概念指数，明月镜片、博士眼镜、佳禾智能、长盈<span style="color: black;">精细</span>等多股被纳入该概念。随即，<span style="color: black;">海量</span>投资者<span style="color: black;">起始</span>跟进投资。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">8月15日，AI眼镜概念板块<span style="color: black;">连续</span>上涨拉升。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://q0.itc.cn/q_70/images03/20240815/1cce69fb66874084abe5ddf8ad1194bc.jpeg" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">截止</span>收盘，博士眼镜实现20cm封板，纬达光电大涨超21%，朗科科技大涨超15%，卓翼科技、国脉文化、亚世光电、创维数字、瀛通通讯涨停，硕贝德大涨超9%，雷柏科技、欧菲光大涨超8%，<span style="color: black;">另外</span>还有超过20余只AI眼镜概念股录得上涨。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">其中，<span style="color: black;">尤其</span>值得关注的是博士眼镜的股价表现。<span style="color: black;">日前</span>，博士眼镜<span style="color: black;">已然</span>领涨4天，实现3连板，4天来涨幅超过107%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">事实上，AI眼镜并不是二级市场的投资噱头，<span style="color: black;">做为</span>AI眼镜概念的热门标的，</span><span style="color: black;">博士眼镜在其2023年</span><span style="color: black;">年报中就提及了布局智能眼镜的重要<span style="color: black;">道理</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">博士眼镜彼时<span style="color: black;">暗示</span>：“</span><span style="color: black;">互联网智能化时代下的人机交互<span style="color: black;">已然</span>发展到了一个崭新<span style="color: black;">周期</span></span><span style="color: black;">，</span><span style="color: black;">智能眼镜等可穿戴智能设备<span style="color: black;">作为</span>新的消费热点。</span><span style="color: black;">”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">随着</span><span style="color: black;">AI眼镜行情的<span style="color: black;">持续</span>升温，越来越多的</span><span style="color: black;">投资者</span><span style="color: black;"><span style="color: black;">起始</span></span><span style="color: black;">对AI眼镜概念</span><span style="color: black;">产生<span style="color: black;">更加多</span>关注。<span style="color: black;">截止</span>记者发稿，投资者</span><span style="color: black;">互动平台上</span><span style="color: black;"><span style="color: black;">已然</span><span style="color: black;">显现</span>上百条<span style="color: black;">相关</span>AI眼镜业务的提问</span><span style="color: black;">。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI眼镜概念的明星股博士眼镜<span style="color: black;">亦</span><span style="color: black;">回复</span>了自己与AI眼镜<span style="color: black;">关联</span>的业务布局<span style="color: black;">状况</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">“<span style="color: black;">机构</span>致力于智能眼镜‘最后一公里’的验配服务。<span style="color: black;">日前</span><span style="color: black;">机构</span>已与业内头部智能眼镜品牌雷鸟创新、ROKID、魅族<span style="color: black;">创立</span>稳定合作关系，暂未<span style="color: black;">触及</span>智能眼镜的<span style="color: black;">开发</span>。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">另外</span>，还有多家上市<span style="color: black;">机构</span><span style="color: black;">亦</span>积极响应市场关注。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">亿道信息在互动平台<span style="color: black;">暗示</span>，子<span style="color: black;">机构</span>亿境虚拟专注于近眼<span style="color: black;">表示</span>、三维空间<span style="color: black;">表示</span>与空间计算的XR<span style="color: black;">制品</span>的<span style="color: black;">开发</span>与交付服务，是XR类行业中<span style="color: black;">制品</span>及技术较为成熟且具备批量生产能力的<span style="color: black;">制品</span>、<span style="color: black;">方法</span>及技术<span style="color: black;">供给</span>商。其中AR眼镜<span style="color: black;">做为</span>XR<span style="color: black;">制品</span>的重要分支，亿境已服务多家知名AR客户。<span style="color: black;">机构</span>今年计划推出的新品AI眼镜<span style="color: black;">亦</span>在稳步<span style="color: black;">开发</span>之中。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">创维数字</span><span style="color: black;"><span style="color: black;">暗示</span>，</span><span style="color: black;">旗下的创维XR此前推出了首款AR眼镜创维A1，该<span style="color: black;">制品</span><span style="color: black;">日前</span><span style="color: black;">重点</span>面向海外市场<span style="color: black;">营销</span>。创维数字透露，<span style="color: black;">机构</span>的XR团队正<span style="color: black;">连续</span><span style="color: black;">开发</span>更轻薄、<span style="color: black;">表示</span>效果更好的光波导AR眼镜，以及AI</span><span style="color: black;">glasses等<span style="color: black;">制品</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">宝明科技<span style="color: black;">暗示</span>，<span style="color: black;">机构</span>生产的LED背光源和Mini</span><span style="color: black;">LED背光源<span style="color: black;">制品</span>已为AI眼镜供货。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">值得<span style="color: black;">重视</span>的是，<span style="color: black;">日前</span>券商<span style="color: black;">亦</span><span style="color: black;">广泛</span>看好AI眼镜的发展前景，并认为在<span style="color: black;">关联</span>概念或<span style="color: black;">亦</span>将在二级市场催生行情。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">国泰君安证券发布研报认为，智能眼镜是理想的AI Agent的载体，镜片<span style="color: black;">机构</span>解决“最后一<span style="color: black;">千米</span>”望受益。过去数年智能眼镜小众化定位的痛点<span style="color: black;">重点</span>在技术、内容、价格、重量等方面，随软硬件结合技术升级、AI大模型的推进，智能眼镜有望涌现<span style="color: black;">更加多</span>爆品。参考苹果与蔡司的合作模式，眼镜<span style="color: black;">机构</span>有望<span style="color: black;">作为</span>智能眼镜产业链的重要<span style="color: black;">构成</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">中信证券研报认为，AI智能眼镜<span style="color: black;">做为</span>可穿戴设备，在低成本的<span style="color: black;">同期</span>为消费者带来划时代<span style="color: black;">有效</span>率，是当前产业公认的AI最具性价比硬件落<span style="color: black;">地区</span>案，潜在空间巨大</span><span style="color: black;">。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">西部证券<span style="color: black;">暗示</span>，AR眼镜有望<span style="color: black;">作为</span>端侧AI落地的最优解。随着产业链的积极布局以及技术路径<span style="color: black;">逐步</span>成熟，叠加端侧AI赋能，AR眼镜出货有望实现加速。随着技术路径<span style="color: black;">逐步</span>成熟，叠加端侧AI的普及，AR智能眼镜有望<span style="color: black;">作为</span>下一个过亿的创新终端<span style="color: black;">制品</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">不外</span>，<span style="color: black;">亦</span>有券商指出AI眼镜产业落地的<span style="color: black;">危害</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">国海证券认为，尽管市场<span style="color: black;">潜能</span>巨大，但<span style="color: black;">昂贵</span>的<span style="color: black;">开发</span>成本、<span style="color: black;">繁杂</span>的技术<span style="color: black;">困难</span>以及尚<span style="color: black;">不足</span><span style="color: black;">剧烈</span>的市场<span style="color: black;">需要</span>，使得许多智能眼镜项目难以形成<span style="color: black;">商场</span>闭环。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">（以上内容不<span style="color: black;">形成</span>投资<span style="color: black;">意见</span>，投资<span style="color: black;">危害</span>自担）</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">潇湘晨报·辣椒财经记者郝咏琪</span></p>
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