公开数据显示，2026年CES总共有4112家企业参展，覆盖150多个国家和地区，净展览面积超过260万平 方英尺。其中，中国和美国的科技公司依然是此次展会的最大焦点。 美西时间 1月6日-9日，全球最大科技盛会——CES，吸引了所有人的目光。 新石器无人车执行总裁赵优 新石器无人车，则主要聚焦在B端物流场景。本次展会上，新石器展示了解决物流配送"最后100米"难 题的新产品——新石器X1。随着X1的发布，新石器已构建起行业最完备的RoboVan产品家族，载货空 间覆盖0.5至12立方米，精准匹配城配物流的全场景需求。 截至目前，新石器已累计部署超过16000台L4级无人车，车队累计行驶里程近8000万公里 CES 2026期间，在钛媒体「Talk to the World Forums·对话世界」系列论坛上，邀请了深庭纪CEO王弢、 新石器无人车执行总裁赵优、灵巧智能CEO周晨一同探讨《AI+硬件的最后一公里，从技术到场景的破 局之道》。 深庭纪CEO王弢 作为户外机器人赛道的创业公司，深庭纪CEO王弢致力于通过AI技术，让户外机器人更加聪明，能识 别跟随主人，还能陪孩子玩耍，为用户带来良好的情绪价值。 " ...

钛媒体App 1月9日消息，美西时间1月6日-8日，钛媒体CES 2026「Talk to the World」系列论坛在拉斯维加斯举办。会上灵巧智能CEO周晨表示，6000万年的 进化告诉我们：手是智力的关键，先有手再有大脑。没有灵巧的手，人形机器人永远只是会跳舞的玩具，无法真正注入灵魂。我们专注AI+硬件的最后一毫 米，因为手既是技术要点，也是打开未来的钥匙。愿意为此投入十年、二十年，甚至更久。（CES 2026） ...

CES 2026，雷科技史上规模最大报道团已亲临美国拉斯维加斯，力求带来现场、深度、立体的专业报道。按照惯例，「揭幕展」是雷科技每年报道 CES 的 第一站，今年也不例外。 当地时间 1 月 4 日下午，CES 2026 正展开幕前两日，「CES 揭幕展（CES Unveiled）」在拉斯维加斯率先登场。 揭幕展发重要新品，CES 竞逐抢跑正展 CES 揭幕展，虽然只是相对小型的专场展示，但伴随近年来愈加扩大的声量，以及正展更趋激烈的眼球争夺战，不少企业，包括国产品牌，开始选择在 CES 揭幕展首发全球新品。 作为雷科技 CES 报道团成员，小雷在今年的揭幕展上就看到了不少重要新品，各大品类全面开花。 国产智能门锁品牌鹿客，在今年的 CES 揭幕展上，带来了号称「全球首款实现量产的隔空充电无限续航真 AI 智能锁」——Lockin V7 Max。 雷科技 CES 2026 现场摄制 雷科技 CES 2026 现场摄制 下午 4 点开始的揭幕展，3 点过后就排起了队伍。作为雷科技 CES 2026 报道团成员，小雷 4 点进场时，更是看到里三层、外三层的长龙。毫无疑问，这就 是史上最热的 CES 揭幕展。 作为 ...

Core Viewpoint - ByteDance's Doubao AI glasses are reportedly entering the shipping phase, but the company has denied any concrete sales plans, creating a contrast with market expectations and supply chain rumors [1][2] Group 1: Product Development and Features - The Doubao AI glasses are developed in collaboration with ODM manufacturer Longqi Technology, with R&D primarily conducted at Longqi's Huizhou factory and mass production at its Nanchang facility, aiming to mitigate manufacturing challenges [1] - The glasses will feature ByteDance's self-developed spatial algorithm chip, weigh under 50 grams for comfort, and will require the Doubao app for functionality, similar to the Ola Friend headphones [2] - Multiple configuration options are planned, including variations with and without photo and display capabilities [2] Group 2: Release Schedule and Pricing Strategy - ByteDance intends to release the glasses in versions, with a non-display version expected in Q1 2026 and a display version in Q4 2026, with a starting price projected to be under 2000 RMB [2] Group 3: Investment and Market Expectations - ByteDance has invested over 50 million RMB in R&D for this product, with Longqi requiring a minimum order quantity of 1 million units, indicating strong market expectations and production readiness [2] - The Doubao AI glasses align with ByteDance's strategic focus on "AI + hardware," leveraging the Doubao model, which has been integrated into devices from brands like Xiaomi and Tesla, with a significant increase in daily token usage expected to exceed 50 trillion by December 2025 [2] - The company has built hardware experience through acquisitions, including VR brand PICO and audio brand Oladance, which supports its entry into smart glasses [3] - The demand for smart glasses is driven by market anxieties and the need for new growth avenues as mobile internet traffic peaks, positioning smart glasses as a potential next-generation human-computer interaction interface [3]

1 月 5 日，据《蓝鲸新闻》报道，字节跳动的豆包 AI 眼镜即将进入出货阶段。报道称，该产品与 AI 智 能体耳机—— Ola Friend 类似，需配合豆包 APP 使用。 对此，观察者网向字节跳动方面求证，豆包相关负责人表示，传闻不实，目前没有明确销售计划。 这一官方否认与近期密集的供应链爆料和市场预期形成了鲜明对比，使得这款备受瞩目的AI硬件产品 蒙上了一层神秘面纱。 再者，市场焦虑与增长需求是深层动因。随着移动互联网流量增长见顶，字节跳动等互联网巨头需要寻 找新的增长空间。智能眼镜被视为下一代人机交互的潜在入口，机构预测其市场空间巨大。通过硬件承 载其抖音、今日头条等内容生态服务，开辟新的增长曲线，是巨头们的共同逻辑。 因此，即使字节跳动"豆包AI眼镜"不是真的"即将出货"，但市场依然很期待字节跳动给出的最终答案。 发布节奏与定价策略：字节跳动计划分版本推出这款眼镜，无屏幕的版本预计在2026年第一季度率先发 布，而带有显示功能的版本则计划在第四季度推出。价格方面，其起步价预计将控制在2000元人民币以 内。 投入与预期：字节跳动在该领域的研发投入已超过5000万元，合作方龙旗科技对AI眼镜订单的起 ...

以下文章来源于财经AI湃 ，作者胡苗 刘以秦 财经AI湃 . 聚焦AI和产业AI化 作者： 胡苗 刘以秦 来源： 财经AI湃 投资人陆则川（化名）刚结束了与一位准备离职的 " 大疆系 " 创业者的会谈。 ------------------------------- 他是一家早期风险投资机构的合伙人，这家机构在 过去两年中是 " AI+ 硬件 " 最活跃的早期投资 机构之一。 为了避开同行和同事，他们特意挑了一个距离大疆科技总部 " 天空之城 " 5 公里远的 地方 —— 深圳南山区的万象天地。两人正要起身，余光一瞥，邻桌的景象让他们愣了一下。 那边也坐着两个人，一位 FA （财务顾问）正对着电脑屏幕，教一位年轻人如何向投资人讲述创业 故事。四人眼神交汇的瞬间，空气突然凝固 —— 原来彼此都认识。 陆则川接触过这家 FA ，对面那位年轻人，也是他刚刚接触过的一位大疆员工。陆则川这边的创业 者原本想拉着那位年轻人一起入伙，被对方拒绝。 此刻，这位拒绝了 " 组队 " 的单飞者，正坐在对面接受 " 如何成为一名合格猎物 " 的速成培训。 陆则川忍不住失笑， " 现在深圳做智能硬件的，绕来绕去都是大疆出来的圈子，小 ...

Core Insights - The article highlights the emergence of Shenzhen as a hub for AI hardware innovation, driven by former DJI engineers who have founded various startups in close proximity to DJI's headquarters [2][4][12] - The trend of "FOMO" (Fear of Missing Out) among investors regarding the "DJI ecosystem" is noted, with many venture capitalists eager to invest in startups founded by ex-DJI employees [8][10] Investment Landscape - Several startups founded by former DJI employees have gained significant traction, including: - LiberLive, founded by Tang Wenxuan, a former DJI engineer, which has completed two rounds of financing [3] - Zhenghao Innovation, founded by Wang Lei, former head of battery R&D at DJI, which is located 400 meters from DJI [3] - Songling Robotics, founded by Wei Jidong, a former DJI executive, which has secured substantial funding [6][7] - The article lists a variety of startups and their founders, emphasizing the strong presence of ex-DJI talent in the hardware sector [7] Ecosystem Development - Shenzhen's hardware ecosystem is described as thriving, with a notable increase in venture capital interest in AI hardware investments [4][10] - The article mentions that many venture capital firms are actively seeking AI hardware investors based in Shenzhen, reflecting the city's growing importance in the tech landscape [4][10] - The local supply chain and proximity to manufacturing resources are highlighted as key advantages for hardware startups in Shenzhen [9][12] Historical Context - DJI is portrayed as a pivotal player in reshaping the perception of Chinese manufacturing, moving away from the "copycat" image to one of innovation and quality [12] - The article notes that Shenzhen has become a breeding ground for a new generation of entrepreneurs who are more globally minded and tech-savvy, contrasting with previous generations focused on traditional manufacturing [12][13] Future Outlook - The article suggests that the trend of hardware innovation in Shenzhen is likely to continue, with a strong emphasis on AI integration and global market reach [10][12] - The presence of major venture capital firms and the establishment of new startups indicate a robust investment climate in Shenzhen's hardware sector [11][12]

Core Insights - Hypershell, a consumer-grade exoskeleton brand, has completed a total of $70 million in Pre-B and B round financing, with a post-investment valuation nearing $400 million [4][8][16] - The company aims to enhance human mobility through innovative technology, addressing the decline in physical activity due to urbanization and aging [5][20] - Hypershell has developed the world's first single-motor driven exoskeleton system, significantly reducing costs and weight, making the product accessible at a consumer price point [8][9] Financing and Growth - The recent financing will be used for research and development, product design, supply chain production, global marketing, and talent acquisition [14][16] - Hypershell has established sales channels in over 70 countries, with cumulative shipments reaching tens of thousands [10][12] Market Strategy - The company follows a global market strategy, initially focusing on outdoor enthusiasts in mature markets before expanding into domestic channels [12][20] - The launch of the Hypershell Go on Kickstarter raised $1.23 million, becoming a bestseller, with 40% of backers from the U.S. [8][9] Competitive Landscape - As the consumer-grade exoskeleton market grows, competitors like Cheng Tian Technology and Skip are emerging, indicating a challenging future for Hypershell [18] - The key to success in this sector includes user interaction, lightweight design, supply chain management, and precise market positioning [18] Future Outlook - The potential for consumer-grade exoskeletons is significant, with applications in outdoor activities, elder assistance, and commuting [18][20] - Hypershell's mission is to enhance human capabilities rather than replace them, differentiating it from other robotics companies [20]

Core Insights - The article highlights the rapid integration of consumer-grade exoskeletons into everyday life, with Hypershell securing $70 million in Pre-B and B round financing, achieving a post-investment valuation of nearly $400 million, indicating strong market potential [3][4]. Financing and Investment - Hypershell's recent financing rounds show significant capital aggregation, with the B round led by Guanghe Venture Capital and Wuyuan Capital, and participation from Meituan Longzhu. The Pre-B round was led by Monolith, with continued investment from Wuyuan Capital [3][4]. - The company aims to utilize the $70 million funding for R&D, production, marketing, and talent acquisition, essential for scaling operations in the exoskeleton industry [5][6]. Company Overview - Founded in late 2021, Hypershell is the first startup to transition exoskeleton applications from medical and industrial fields to consumer markets. The founder, Sun Kuan, has a decade of experience in robotics and exoskeleton research [3][4]. - The company has developed a pioneering single-motor exoskeleton system, significantly reducing costs and weight, allowing for a consumer price point of around $1,000 [4][5]. Product Development and Market Strategy - Hypershell launched its first consumer-grade exoskeleton, Hypershell Go, on Kickstarter in March 2023, raising $1.23 million and gaining support from 2,638 global users, with 40% from the U.S. [4][5]. - The company plans to officially launch the Hypershell X series in China in August 2024, following a successful global rollout [5][6]. Competitive Landscape - The consumer-grade exoskeleton market is becoming competitive, with companies like Cheng Tian Technology and others entering the space. Hypershell's strong investor backing positions it well, but the industry faces uncertainties [6][7]. - The success of consumer-grade exoskeletons will depend on factors such as user interaction, product lightweighting, supply chain management, and precise scene definition [7][8]. Technological Innovation - Hypershell's MotionEngine, which incorporates AI capabilities, is a key competitive advantage, enabling the product to adapt to various user types and complex scenarios [7][8]. - The company’s advancements in AI motion intent recognition and human-machine interaction may provide a foundation for future developments in humanoid robotics [7][8].

Core Insights - OpenAI has launched its first environmental computing hardware prototype "Calm Tech," marking its entry into the consumer hardware market and challenging tech giants like Apple, Amazon, and Google [1][3] Group 1: Product Overview - "Calm Tech" is designed to execute tasks through minimal commands, utilizing environmental sensing technology to trigger services via voice, gestures, or environmental signals [3] - The product aims to alleviate digital overload anxiety and promote a calmer information processing mode for users [3] - The device is expected to be officially released within the next 24 months, although specific technical parameters and pricing have not yet been disclosed [3] Group 2: Design and Development - The prototype was developed in collaboration with Jony Ive, former Chief Design Officer at Apple, and his design studio LoveFrom [1][3] - "Calm Tech" features a modular design that seamlessly integrates into home or office environments, moving away from traditional screens to communicate status through light and spatial audio feedback [3] - Analysts suggest that the device may incorporate OpenAI's latest multimodal large models to enable cross-device task collaboration [3]