智通财经网·2026-01-06 02:32Group 1 - The 2026 International Consumer Electronics Show (CES) will focus on the acceleration of edge AI in traditional consumer electronics and innovative hardware, showcasing AI's ongoing implementation in industrial, robotics, and smart driving scenarios [1][2] - Edge AI is expected to deeply integrate into various hardware products and industry scenarios by 2026, with significant advancements in traditional consumer electronics such as computers, displays, and home appliances [3] - Major companies like AMD, Intel, and Qualcomm are anticipated to showcase AI-enhanced processors at CES 2026, with Intel introducing its first product based on the 18A process technology [3] Group 2 - AI innovation hardware, including AI glasses and headphones, is expected to achieve breakthroughs in user interaction experiences, with various manufacturers set to present new products at CES 2026 [4] - Companies like Thunderbird Innovation and Yingmu Technology will showcase AI glasses, while other firms will introduce AI recording headphones and all-sensing wearable devices [4] - The event will also feature the world's first belt-type wearable device, VITALBELT, from a Japanese company, along with new drone products [4] Group 3 - In traditional industrial settings, companies like Siemens and Caterpillar will present innovations in AI, digital twins, and automation technologies, highlighting the large-scale application of AI in industrial and mechanical scenarios [5] - Robotics will be represented by companies like Yuzhu, which will demonstrate humanoid robots, and other firms showcasing their latest technologies and products [5] - In the smart driving sector, companies such as Aptiv and Bosch will present intelligent edge solutions that enable real-time perception, decision-making, and execution [5] Group 4 - Investment recommendations focus on the upgrade and innovative breakthroughs in edge AI, with suggested companies including chip manufacturers like Amlogic and AI component manufacturers like Huanxu Electronics [6] - Terminal product manufacturers and brand companies such as Lenovo, Xiaomi, and BYD Electronics are also highlighted as potential investment targets [6] - Core component manufacturers for edge AI, including Sunny Optical Technology and OmniVision Technologies, are recommended for investment consideration [6]