中信证券：CES 2025关键词为“AI加速落地” 建议关注在AI手机等卡位核心环节的产业链公司

Group 1 - The 2025 International Consumer Electronics Show (CES 2025) will be held from January 7 to 10, 2025, in Las Vegas, attracting over 130,000 attendees, with more than 1,300 exhibitors from China, marking a historical high [1] - CES is a significant platform for showcasing hardware products and has a strong guiding role in industry development trends. The key theme for CES 2025 is "AI Accelerated Implementation," driven by rapid improvements in large model understanding and interaction capabilities, along with decreasing costs for external API calls [1] Group 2 - Companies positioned in core segments of the AI industry, such as AI smartphones, AIoT (including glasses and smart home devices), AI PCs, and robotics, are recommended for attention [2]