AI glasses concept rebounds; Mingyue Optical Lens hits 20% limit-up

The rebound's leadership is telling: the hardest move came from an optical-lens component maker rather than a branded device player, suggesting the market is pricing the AI eyewear theme through the supply chain that any device cycle would need to draw on. The breadth of gainers across display, projection and assembly names implies this is a sector-wide sentiment shift rather than a single-stock story. Whether that breadth holds, or narrows back to component names on the next session, is the open question worth watching.