Group 1: CES Overview and Trends - Las Vegas hosts over 22,000 commercial events annually, contributing more than $10 billion in revenue, with CES being the most significant event [1] - CES has evolved through various technology trends over the past 15 years, including the rise of drones, smart home devices, and AI [2] - The focus of CES 2026 shifted to embodied AI and humanoid robots, indicating a transition from novelty to serious commercial discussions [2] Group 2: Rise of Chinese Companies - Chinese exhibitors have significantly increased in presence and quality at CES, moving from peripheral displays to central exhibition halls [3][4] - In 2019, Chinese exhibitors peaked at approximately 30% of total participants, and over 1,300 Chinese companies participated in the latest CES, reaffirming their dominance as the largest foreign presence [3] - Chinese companies have transitioned from low-cost manufacturing to showcasing core technologies, with over 40% of CES 2026 Innovation Awards going to Chinese firms [4][5] Group 3: Lenovo and Hisense's Strategic Moves - Lenovo hosted its Tech World conference at the Sphere, marking a significant event for the company and showcasing its industry position [6] - The presence of major tech leaders at Lenovo's event highlighted its status as a leading consumer electronics company [6] - Lenovo became the official technology partner for the FIFA World Cup 2026 and 2027, emphasizing its commitment to global sports marketing [7][9] Group 4: Robotics and AI Developments - Humanoid robots emerged as a key focus at CES 2026, showcasing advancements in AI and commercial viability with costs reaching around $20,000 [10] - The competition in the robotics sector is intensifying among China, the U.S., and South Korea, with each region adopting different strategies for ecosystem integration [11] - Chinese robotics companies are increasingly entering the global market with a focus on commercial applications, moving beyond mere technology demonstrations [12][13] Group 5: Market Dynamics and Future Outlook - The robotics industry is shifting from feasibility to long-term deployment, with Chinese firms leveraging their manufacturing capabilities for sustained operations [13][14] - Companies like UBTECH and Yush Robot are achieving significant milestones in production and government contracts, indicating a stable demand in the early market [14] - The evolution of Chinese companies from supporting roles to industry leaders reflects a broader trend of defining industry standards and enhancing brand recognition [14]

Core Insights - Las Vegas serves as a significant hub for global exhibitions, hosting over 22,000 commercial events annually, contributing to more than $10 billion in revenue [1] - The Consumer Electronics Show (CES) has evolved over the years, showcasing major technological trends and innovations, with a notable shift towards embodied AI and humanoid robots in recent years [2][3] Industry Trends - The 2010s saw a clear focus on PCs and smartphones at CES, with major players like Intel and Samsung dominating the scene [2] - The rise of consumer drones and smart home technology marked significant trends from 2013 to 2018, although many faced market corrections due to regulatory and practical challenges [2] - The current CES highlights a transition from novelty to serious commercial applications in embodied AI and humanoid robotics, indicating a maturation of market expectations [3][18] Chinese Companies' Growth - Chinese exhibitors have significantly increased their presence at CES, with over 1,300 companies participating this year, making China the largest foreign contingent [5][7] - The quality of Chinese products has improved, with over 40% of the CES 2026 Innovation Awards going to Chinese companies, reflecting a shift from assembly to core technology output [7] - Major Chinese firms like Lenovo and Hisense are now competing at the forefront of technology, showcasing advanced products and securing partnerships in global events like the FIFA World Cup [13][16] Robotics Industry Developments - Humanoid robots are becoming commercially viable, with costs dropping to around $20,000, indicating readiness for market deployment [18] - Chinese robotics companies are increasingly showcasing their products at CES, with 21 out of 38 exhibitors being from China, demonstrating a shift towards commercial readiness and market integration [21][22] - The focus of the robotics industry is shifting from mere functionality to long-term operational stability, with Chinese firms emphasizing their comprehensive self-research capabilities [24]

登录新浪财经APP 搜索【信披】查看更多考评等级 1月8日，联想旗下摩托罗拉在国际消费电子展上发布了 首款大屏折叠手机Razr Fold，宣布该机型将于今年夏季 正式发售。尽管发布会未透露具体配置参数，但相关消 息随后由一位长期关注科技产品动态的信息披露者在社 交平台公布，指出Razr Fold在美国市场的起售价为1500 美元，按当前汇率计算约合10493元人民币。 作为市场参照，谷歌Pixel 10 Pro Fold的起售价为1799美 元（约合12585元人民币），三星Galaxy Z Fold 7则定价 1999美元（约合13984元人民币）。相比之下，Razr Fold 的定价处于较具优势的位置。 有分析指出，为实现更具竞争力的售价，Razr Fold可能 未搭载高通最新旗舰级别的骁龙8 Elite Gen 5处理器，而 是采用与moto Signature系列相同的骁龙8 Gen 5芯片。这一做法符合摩托罗拉近年来的产品策略——在 旗舰机型中选用高通阵营中定位稍低但仍具备强劲性能的处理器，以平衡成本与体验。此举虽可能在性 能层面略有取舍，但有助于控制终端价格，提升产品在高端折叠屏市场中的性价比吸引 ...

Group 1 - The core point of the news highlights the short-selling ratios and amounts for various companies, indicating significant market activity and investor sentiment towards these stocks [1][2][3] Group 2 - The top three companies by short-selling ratio are Anta Sports-R (82020) and Li Ning-R (82331) at 100.00%, and Tencent Holdings-R (80700) at 90.68% [1][2] - The highest short-selling amounts are recorded for Alibaba-W (09988) at 3.199 billion, Meituan-W (03690) at 1.835 billion, and Xiaomi Group-W (01810) at 1.518 billion [1][3] - Tencent Holdings-R (80700) has the highest deviation value at 45.50%, followed by Beike-W (02423) at 40.51% and China National Offshore Oil-R (80883) at 40.26% [1][3]

Group 1: CES Overview - Las Vegas hosts over 22,000 commercial events annually, contributing more than $10 billion in revenue and attracting over 6 million visitors, accounting for one-seventh of the city's annual visitors [2][26] - The International Consumer Electronics Show (CES) is the most significant event, showcasing technological trends and industry shifts for nearly 60 years [2][26] Group 2: Technological Trends - The evolution of CES has followed a technology maturity curve, with significant trends including the rise of ultrabooks, consumer drones, smart home devices, and AI voice assistants [3][27] - The focus has shifted to embodied AI and humanoid robots, indicating a transition from novelty to serious commercial discussions [3][28] Group 3: Rise of Chinese Companies - Chinese exhibitors have dramatically increased their presence at CES, moving from peripheral areas to central exhibition halls, with over 1,300 companies participating this year [5][29] - In 2019, Chinese exhibitors peaked at approximately 30% of total participants, and despite pandemic interruptions, they have regained their status as the largest overseas group at CES [5][29] Group 4: Quality of Exhibits - Chinese companies won over 40% of the CES 2026 Innovation Awards, showcasing advancements in optical systems, AI algorithms, and materials science, reflecting a shift from assembly to core technology output [7][31] - The trajectory of Chinese exhibitors illustrates a transition from "manufacturing" to "defining" industry standards, emphasizing integrated hardware and software capabilities [7][31] Group 5: Lenovo's Tech World - Lenovo hosted its Tech World event at the Sphere, marking a significant moment in showcasing its industry position and technological strength [9][34] - The event featured prominent leaders from major tech companies, highlighting Lenovo's role in the global consumer electronics landscape [9][34] Group 6: Sponsorship and Marketing - FIFA President Gianni Infantino attended CES to support Lenovo and Hisense as official sponsors for the upcoming World Cups, emphasizing the integration of AI and technology in enhancing fan experiences [13][39] - Both companies are leveraging their sponsorships to elevate brand recognition and align with global sports marketing strategies [16][42] Group 7: Robotics Industry - Humanoid robots emerged as a key focus at CES 2026, showcasing advancements in AI and commercial viability, with costs reaching a threshold of $20,000 [17][45] - The competition in the robotics sector is intensifying among China, the U.S., and South Korea, with Chinese companies demonstrating a robust presence and commercial readiness [18][47] Group 8: Commercialization of Robotics - Chinese robotics firms are transitioning from showcasing prototypes to presenting commercially viable products, with 21 out of 38 exhibitors at CES being Chinese [20][47] - The industry is shifting focus from mere functionality to long-term operational capabilities, with significant government contracts indicating market validation [21][48]

很难想象，就在几个月前，雷科技还曾经提出过疑问：AI PC到底解决了我们什么问题？而在几个月后的拉斯维加斯，我们就已经看到高通、英伟达、联想 等企业给出了问题的答案，虽然这份答案还在完善中，但是我们已经看到AI PC开始迈向新的时代。 如果说过去两年 AI PC 尚处于"算力堆砌"的萌芽期，那么在 CES 2026 上，随着骁龙 X2 Plus 等顶级平台的发布以及联想"混合式 AI"战略的落地，可以说 PC 已经正式脱离纯粹生产力工具的范畴，成为支撑 AI 生态落地的核心节点。 AI生态更迭，个人助手再进化 AI PC 的智能助手应该具备哪些功能？对于这个问题，联想在Sphere球幕场馆举办的 Tech World 已经给出了答案。 在此次史上规模最大的 Tech World 大会里，最让雷科技眼前一亮的，无疑是联想发布的全球首款个人AI超级智能体——Lenovo Qira。大家可能会问，现在 的AI助手还少吗？Siri、Gemini、Copilot 满天飞，Lenovo Qira 有什么不同？ 图源：PCMAG 在雷科技看来，Qira 的核心差异在于"跨端"和"懂你"。目前的 AI 助手大多被困在单一 A ...

这是一场发生在拉斯维加斯，却可能影响未来科技走向的对话。 2026年CES期间，联想集团史上最大规模的年度技术创新大会"Lenovo Tech World"也同期举办，他们点 亮了Sphere——目前地球上最具沉浸感的球形建筑。 现场，联想集团董事长兼CEO杨元庆（YY）与英伟达创始人兼CEO黄仁勋（Jensen）展开了关于AI未 来的重磅对话，并宣布了一项重磅合作——"联想人工智能云超级工厂"。 联想集团董事长兼CEO杨元庆表示，这一计划将帮助云服务提供商极大缩短"time to first token"AI部署 的时间，同时可迅速扩展规模至十万枚GPU，支持万亿参数级别的智能体和大语言模型。 英伟达最新发布的Vera Rubin将是该合作的重要组成部分。黄仁勋称，英伟达加速计算平台将为这一计 划提供强大支撑，包括最新发布的下一代训练与推理系统——NVIDIA Vera Rubin。 黄仁勋称，凭借联想在全球范围内设计、制造、集成与部署的端到端能力，云服务提供商能够加速行 动，企业也能在生产环境中真正信赖人工智能。 这不仅是两家公司的联手，也是AI真正走向"人本智能"的关键点。 "联想制造了世界上大部分的计 ...

Group 1 - The core focus of Huang Renxun's speech at CES this year was the introduction of the new chip platform "Rubin," which showcases Nvidia's aggressive innovation strategy by launching six new chips at once, a significant departure from the traditional approach of introducing one or two new chips at a time [2] - Nvidia's collaboration with Lenovo to launch a gigawatt-level AI factory plan, termed "AI Cloud Super Factory," aims to accelerate enterprise-level AI development, further emphasizing the competitive landscape in the tech industry [2] - The overall sentiment in Silicon Valley reflects an increased intensity and competition, with many companies and individuals feeling a sense of urgency to innovate and capitalize on opportunities, driven in part by advancements in AI technology [4][6] Group 2 - Elon Musk is also noted for his heightened activity, with significant announcements regarding SpaceX's potential IPO and the mass production of brain-machine interfaces, indicating a broader trend of increased ambition and rapid progress in the tech sector [5] - The competitive atmosphere in Silicon Valley is likened to the entrepreneurial spirit seen during China's "mass entrepreneurship and innovation" period, with many individuals actively seeking opportunities to start businesses or advance their careers [6] - The competitive pressure from Chinese technology advancements is perceived to be motivating Silicon Valley companies to innovate more rapidly, creating a dynamic where both regions are pushing each other to excel [6]

Group 1: CES 2026 Overview - The International Consumer Electronics Show (CES 2026) is being held in Las Vegas from January 6 to 9, featuring over 4,100 exhibitors and an expected attendance of over 150,000 [1] - CES serves as a key platform for technology giants to launch products and offers insights into future technology trends and industry opportunities [1] Group 2: Smart Glasses as a Hot Category - Smart glasses are highlighted as a popular category at CES 2026, with multiple AI and AR glasses manufacturers showcasing their latest products [2] - Experts predict that by 2026, smart glasses equipped with holographic displays will become mainstream consumer products [2] - Companies like Thunderbird Innovation, INMO, and XGIMI are presenting new smart glasses, including the eSlM smart glasses and Memo One, which features Micro LED dual display technology [2][3] Group 3: Market Projections for Smart Glasses - IDC forecasts that the smart glasses market will reach a significant turning point in 2026, with global shipments expected to exceed 23.687 million units, and China's market projected to surpass 4.915 million units [3] Group 4: Broader Trends in Smart Hardware - Smart hardware, including smart glasses, robots, chips, PCs, and smart home devices, is receiving considerable attention at CES 2026 [4] - Honor showcased the Robot Phone, which integrates AI capabilities and robotics for enhanced user experience [4] - Lenovo's Tech World event featured discussions on the future of enterprise intelligence, with NVIDIA and AMD leaders sharing insights on AI deployment and collaboration [4]

Q&A 联想在 CES 科技大会上展示了哪些 AI 创新技术？ 在 CES 科技大会上，联想展示了多项 AI 创新技术。首先，联想强调了 AI 的快 速演进及其新能力，包括感知 3D 世界、理解物体运动与关联方式，并以前所 未有的方式与现实世界互动。联想推出了名为 Nova 的个人和企业 AI 解决方案， 旨在提供个性化服务和全价值链支持。Nova 能够通过公共算力和混合算力实 现随时随地的访问，为用户提供专属解决方案。 此外，联想与 NVIDIA 合作推 联想集团 20260108 摘要 联想推出 Nova AI 解决方案，旨在提供个性化服务和全价值链支持，通 过公共和混合算力实现随时随地访问，为用户提供专属解决方案，并与 NVIDIA 合作推出基于 Ruben 平台的 AI 云超级工厂，缩短首 token 生 成时间，支持数十万 GPU 扩展运行万亿参数大语言模型。 黄仁勋认为当前正经历加速计算、生成式 AI 和具身智能三波浪潮，IT 行 业面临万亿级重塑机遇，新兴行业需要全新基础设施，技术迭代速度极 快，Grace Blackwell 架构性能相比 Hopper 提升约 10 倍，未来几年 推理型 AI ...