Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [1] Core Viewpoints - The upcoming CES 2025, scheduled from January 7 to January 11, 2025, in Las Vegas, will showcase significant advancements in "AI + scenarios" by major tech companies such as AMD, Intel, and ASUS [1] - The global smart home market driven by AI is projected to reach 231.6 billion by 2028, indicating strong growth potential [1] - The demand for AI smart glasses is increasing, with projections suggesting annual sales could reach 55 million units by 2029 and 1.4 billion units by 2035 [1] Summary by Relevant Sections Event Overview - CES 2025 will feature product launches and presentations from leading tech companies, highlighting the integration of AI in consumer electronics [1] Market Performance - The report notes a relative performance drop of -4.0% and an absolute performance of -1.2% in the industry [1] Investment Recommendations - The report suggests focusing on high-quality assets in the software and hardware sectors related to "AI + edge" as the CES 2025 approaches [1]
传媒：CES 2025开幕在即，持续关注“AI+场景”落地进度
华金证券·2024-12-29 12:29