泽平宏观·2026-02-18 16:05Group 1 - The core theme of CES this year is AI, with significant advancements in robotics and autonomous driving, leading to concerns about job displacement [4][5] - The experience of testing Tesla's Full Self-Driving (FSD) system indicates that the technology is advancing rapidly, with predictions that the automotive industry will undergo a major transformation by 2026 [7] - Nvidia's CEO predicts a hundredfold increase in global AI computing power demand, highlighting an impending energy crisis as a critical factor in the AI race [9] Group 2 - The competitive landscape between China and the US in the AI revolution is intensifying, with Chinese companies gaining visibility at international events [9] - Predictions suggest that the advantages of cheap labor will diminish due to the rise of robots and AI, leading to a potential shift in educational paradigms [11] - The implications of AI surpassing human capabilities raise philosophical questions about the future of civilization and the control over technological advancements [11]