共探新营销，共创新可能 撰文 | 杜 咏 芳 编辑 | 黄 大 路 设计 | 甄 尤 美 拉斯维加斯会议中心始建于1959年，期间经过多次翻修和扩建，但当你走在其中时，依旧会感受到浓浓的时代感，一种特有的美式老派感扑面而 来。 但就是在这个有些"过时"的建筑里，每年都在展示着全球最先进的技术。 2026年1月6日至9日（太平洋标准时间），全球科技界的目光将再度锁定拉斯维加斯，国际消费电子展（CES）正式拉开帷幕。 不过，与往年相比，本届CES略显冷清：参展商数量较高峰时期减少了1000余家，现场人流与声量均有所回落。 本次展会设置了先进制造展示区、全新CTA展区、CES Foundry、创作者展区、移动技术展区及初创展区等多个特色板块，以及制造、技术与标 准、穿戴设备三个核心会议轨道，覆盖科技产业核心领域。 这个曾以电视、电脑与可穿戴设备定义消费潮流的舞台，在过去数年亦成为电动汽车发布的主秀场。 但今年，风向已然转变。一个清晰的信号正在释放：电动化的声量逐渐让位，一个更底层、更具颠覆性的概念走向前台，即"物理人工智 能"（physical AI）。 与处理数据或生成内容的人工智能不同，物理人工智能结合了传感器 ...

Core Viewpoint - Intel's Panther Lake chip, based on the 18A (1.8nm) process, is seen as a crucial factor for the company's turnaround in the semiconductor market, especially after years of lagging behind competitors like TSMC and AMD [2][5]. Group 1: Product Development and Features - The Panther Lake chip is designed to support various consumer and commercial AI PCs, gaming devices, and edge computing solutions, featuring a scalable multi-chip architecture with up to 16 performance and efficiency cores, resulting in over 50% performance improvement compared to the previous generation [4]. - The XPU design of Panther Lake allows for next-generation AI acceleration, with a maximum platform performance of 180 TOPS (trillions of operations per second) [4]. - The 18A process is Intel's first self-developed 2nm process node, offering up to 15% energy efficiency improvement and 30% higher chip density compared to the Intel 3 process [4]. Group 2: Market Position and Financial Performance - Intel has faced continuous revenue decline for six consecutive quarters, with a projected net loss of $7.6 billion for the 2024 fiscal year, leading to a significant loss of market share in the AI chip sector, where NVIDIA holds over 80% market share [5][6]. - The company has been under pressure to regain its technological leadership and customer trust, with Panther Lake representing a strategic mission to reclaim its position in the market [6]. Group 3: Capital and Investment Support - Intel has secured substantial capital support through various investments, including $8.9 billion from the U.S. government, $2 billion from SoftBank, and $5 billion from NVIDIA, totaling $15.9 billion, which alleviates financial pressure for Panther Lake's production and market launch [6]. - Following the announcement of these investments, Intel's stock price surged from $22.1 to $26.8 per share, marking a single-day increase of over 21%, and later reached a new high of $34.5 per share [6]. Group 4: Market Sentiment and Future Outlook - As of October 9, Intel's stock closed at $37.2 per share, reflecting a cumulative increase of 68.3% since early August, with a market capitalization of $174.2 billion [7]. - Despite the positive stock performance, market confidence remains cautious, with analysts emphasizing the need for Intel to convince customers to pre-order its next-generation 14A chip manufacturing technology to avoid potential setbacks [7].