从CES看中国AI：应用生态渐繁茂 硬件基座待夯实

Core Insights - The 2026 International Consumer Electronics Show (CES) showcased the significant role of AI in reshaping the global technology landscape, with a notable participation of 942 Chinese companies, accounting for approximately 22% of the exhibitors [1][2] Group 1: Chinese Companies' Strategies - Chinese tech firms are shifting from a "single-product breakthrough" strategy, traditionally reliant on mobile devices, to a more diversified approach utilizing robots, smart driving, and AI glasses, effectively forming a "group offensive" in the AI sector [1] - The strong demand in the Chinese market and robust industrial capabilities allow for rapid commercialization of AI innovations, enabling quicker transitions from laboratory concepts to mass production [2] Group 2: Comparison of AI Development Paths - The CES highlighted the contrasting AI development paths of China and the United States: China excels in the application layer and product implementation due to its manufacturing scale and cost advantages, while the U.S. focuses on foundational infrastructure and core chip development led by giants like NVIDIA, Intel, and AMD [1][2] - The event served as a prism reflecting these differences, with China needing to enhance its independent innovation capabilities in AI hardware to solidify its foundational base in the global AI landscape [2]