Xin Lang Cai Jing·2026-01-20 00:33Group 1 - The core viewpoint of the article is that the AI application sector has become a primary focus for 2026, with a year-to-date increase of 19%, leading the A-share market [1] - The ongoing catalysts for AI applications are expected to continue, with a trend of accelerated implementation [1] - The CES 2026 event held at the beginning of the year provided a significant window for observing the future direction of AI application deployment [1] Group 2 - On the hardware side, AI is gradually penetrating daily life, with diverse hardware entry forms including automobiles, robots, glasses, smart home devices, and wearables like smart glasses, rings, headphones, and smart toys [1] - On the software side, upgrades in model inference capabilities are facilitating the accelerated deployment of enterprise-level Agentic AI [1] - Next-generation hardware platforms, such as Rubin, are significantly reducing token and inference costs, which is expected to further accelerate application deployment [1] Group 3 - Overall, China possesses advantages in the pace of application deployment and user scale, indicating that there is still considerable growth potential for AI applications [1]