国泰君安:看好2025年AI在各领域的应用
Zheng Quan Shi Bao Wang·2025-01-09 05:51

Core Insights - The 2025 CES Global Consumer Electronics Show will take place from January 7 to 10, 2025, in the United States, showcasing various AI-powered products [1] Group 1: AI Products - Multiple AI toy and companion hardware products will be launched, featuring friendly designs that enhance user interaction through AI capabilities [1] - These AI companion and pet products, while not equipped with complex AI functions, utilize their appealing furry or rounded appearances to improve emotional engagement and provide comfort to users [1] Group 2: AI Hardware Development - The feasibility of AI glasses as a hardware platform has increased due to advancements in image understanding and voice interaction capabilities [1] - AI glasses can capture external visual information through cameras and interact with users via microphones and speakers, making them a promising AI hardware solution [1] Group 3: Future Applications - The company anticipates significant applications of AI across various fields by 2025, particularly in content creation, companionship, education, and e-commerce marketing, driven by the maturation of multimodal capabilities such as language interaction, image understanding, and video generation [1] - Recommended companies to watch include Shanghai Film, Kaiying Network, and Kunlun Wanwei [1]

Guotai Haitong Securities-国泰君安:看好2025年AI在各领域的应用 - Reportify