黄仁勋：物理AI走进现实世界，拼的不单是算力

Group 1 - The article highlights the impressive technological innovations showcased at the CES, particularly emphasizing NVIDIA's CEO Jensen Huang's presentation on the imminent arrival of physical AI [1] - Huang's engaging offline discussions following his main presentation are noted for their personality and interest [2] - The article recommends several insightful readings, including Huang's full speech at CES 2026, which covers three key topics and introduces a "chip monster" [3] Group 2 - The article mentions a bullish consensus among private equity firms regarding a return to 4000 points in the market, focusing on identifying "uncrowded growth" opportunities and capturing "low-hanging fruit" [3] - It references insights from Duan Yongping's 2025 sharing, stressing the importance of investing in good companies and the necessity for individuals to understand and learn about AI [3] - Liu Yuhui's latest commentary on the "G2 competition" era emphasizes the significance of edge intelligence, gold, and commodities as major beta factors [3] - The article notes that key variables include monetary policy, with Ray Dalio's latest review predicting a long-term return of only 4.7% for the US stock market [3]