Xin Lang Cai Jing·2026-01-02 04:12Core Viewpoint - The CES 2026, scheduled for January 6-9, 2026, in Las Vegas, is expected to shift its focus from traditional consumer electronics to AI-centered systemic technological transformations [1] Industry Trends - The 2025 market is characterized by a "cloud hot, edge warm" trend, indicating a growing interest in both cloud and edge computing technologies [1] - CES 2026 is anticipated to serve as a critical observation window for the deployment of AI applications, particularly in areas such as edge AI, industrial AI, Physical AI, and automotive intelligence [1] Investment Themes - The technology industry's investment narrative is transitioning from computational infrastructure to a complete technological closed loop that encompasses simulation, training, and real-world deployment [1] - Physical AI is expected to become a central narrative that connects various sectors within the technology industry [1]