On April 10, Connecter Optics (02276.HK) extended its gains in the afternoon session. The stock intraday reached a high of HKD 48.08. As of 15:24, it was trading at HKD 47.66, up 6.19%, with a turnover of approximately HKD 112 million.

(Image source: uSMART HK App)

Huawei AI Glasses “Appear,” Industry Catalytic Signals Strengthen

According to news reports, He Gang, CEO of Huawei Consumer BG, recently released a first-person image featuring the “HUAWEI AI Glasses” logo, which the market interprets as a significant signal that the product is nearing launch. This is not only a single-product expectation but also indicates that the rollout of AI + wearable terminals is accelerating. Market sources suggest that the product may be manufactured by GoerTek Inc. As one of the core players in the global consumer electronics supply chain, GoerTek’s involvement is seen as a marker that the industry chain has entered an “engineering stage.”

Against the backdrop of continued spillover from large AI models, smart glasses are regarded as one of the most promising AI terminals after smartphones. Compared with previous products, AI glasses offer more natural interaction modes, integrating features such as voice assistants, real-time translation, and visual recognition. Their commercialization path is gradually becoming clearer.

Deepening XR Lens Layout, Orders Expected to Gradually Release

At the company level, Connecter Optics has continuously increased investment in the XR optics field in recent years, actively targeting core components of smart glasses. The company has established cooperation with approximately 20 domestic and overseas smart glasses manufacturers, continuously expanding its customer base. Notably, some key projects have entered the mass production stage and are expected to contribute to revenue and profit growth in 2026, providing support for the company’s performance. Meanwhile, the company has set up a joint venture with GoerTek Optics through its subsidiary to strengthen synergy in optical modules and plans to participate in the financing of Lingban Technology, further extending its XR industry chain layout.

Industry at a Critical Stage, Growth and Uncertainty Coexist

Overall, as leading players accelerate their entry, the AI glasses industry is approaching a commercial launch phase, with the industry chain’s prosperity expected to improve. With its technological accumulation in optical lenses, Connecter Optics is well-positioned to benefit from industry expansion. However, the market still needs to monitor factors such as terminal product penetration, maturity of application scenarios, and competitive landscape. There remains a certain tension between short-term sentiment-driven movements and medium-to-long-term performance realization.

How to Buy Connecter Optics on uSMART

After logging into the uSMART HK app, click the “Search” button in the top-right corner of the page, enter the ticker code (02276.HK), and navigate to the details page to view transaction details and historical trends. Click the “Trade” button in the bottom-right corner, select the trade type, and submit your order after filling in the transaction conditions.

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