炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：科技行者） 作者：高飞 来CES，高通必然是一个不能错过的站点。 我给一个三段论的解释：CES的本质是消费电子展，消费电子的主要形态是终端，而要说有什么企业能 和各种类型的终端都发生关系，这家企业就是高通。 实际上，我在CES上看到的第一个有高通印记的设备，还不是在高通展台，而是在联想展台：一款叫 Project Maxwell的AI吊坠，用的就是高通的技术。 真正到了高通展台，人潮从一面墙绕到另一面，目光所及之处更是各种「终端」。所以一个自然的问题 是：这些终端有什么共通因素？来CES之前，高通组织了一场展前沟通会，高通技术公司市场高级总监 Catherine Baker用两个词概括今年的主题：个人AI和物理AI。高通技术公司产品市场副总裁Ignacio Contreras则介绍了汽车、机器人等具体业务的进展。 所谓「个人AI」，就是「以用户为中心的AI」，在你身边能看、能听、能说、能执行任务，比如智能 手机、PC、可穿戴、XR、智能家居等；所谓「物理AI」，就是「提升各行业水平的AI」，在物理世界 里能感知、能处理、能行动、 ...

(相关资料图) 孟樸表示，未来端侧AI的重要突破点可能集中出现在机器人和可穿戴设备领域。同时，智能手 机、AI个人电脑和智能网联汽车仍将是端侧AI的重要承载平台。 孟樸认为，AI的落地形态正沿着"个人AI"和"物理AI"两条路径同步加速推进。在个人AI领域，AI 正在深入可穿戴设备、个人终端和电脑，逐步演进为用户身边的智能助手。硬件形态不断突破传统终端 边界，从AI眼镜、AI家电到AI首饰、AI相机等多样化产品集中涌现，并开始在视障辅助、户外运动、 实验室记录等细分场景中精准解决具体需求。 在物理AI领域，AI正加速走进汽车、机器人和智能家居等现实世界场景，使机器具备感知环境、 理解意图并实时行动的能力。孟樸表示，具身智能正处于关键拐点，它能打通AI与物理世界之间的连 接，使智能真正转化为可执行的生产力。从工业机械臂到人形机器人、特种作业平台，终端形态不断丰 富，应用场景持续拓展。在物流、制造、零售等领域，机器人正承担分拣、装配、补货等高强度或高重 复性工作，有望显著提升生产效率。 本届CES期间，高通面向人形机器人、自主移动机器人和工业机器人推出新一代处理器，支持生态 伙伴加速产品开发。 AI智能体在汽车领 ...

新华财经美国拉斯维加斯1月6日电 2026年美国拉斯维加斯消费电子展（CES）6日开幕，人工智能 （AI）再次成为贯穿展会的核心关键词。美国高通公司中国区董事长孟樸在接受新华社记者专访时表 示，AI已从"概念化"进入全面落地的新阶段，端侧AI和物理AI正在成为技术突破的重要方向。 本届CES期间，高通面向人形机器人、自主移动机器人和工业机器人推出新一代处理器，支持生态伙伴 加速产品开发。 AI智能体在汽车领域的加速落地也是本届CES的重要趋势。孟樸表示，无论是座舱交互还是驾驶辅助， AI能力都在深度融合和增强，人车交互正从"点击"走向"理解"。CES期间，高通与谷歌宣布深化汽车领 域合作，通过整合骁龙数字底盘与谷歌汽车软件，为下一代智能体AI在车载场景中的部署提供支持。 谈及未来AI发展趋势，孟樸认为，AI将在云端、边缘云和终端侧协同运行，混合AI将成为未来AI的主 流形态。终端侧AI在实时性、可靠性、隐私保护和能效方面具备天然优势，适用于汽车、可穿戴设备 和机器人等场景；云端AI则在大规模训练、跨设备协同和持续进化方面发挥不可替代的作用。第六代 移动通信技术（6G）也将成为云端与边缘之间的重要连接桥梁，助力 ...

孟樸认为，AI的落地形态正沿着"个人AI"和"物理AI"两条路径同步加速推进。在个人AI领域，AI正在 深入可穿戴设备、个人终端和电脑，逐步演进为用户身边的智能助手。硬件形态不断突破传统终端边 界，从AI眼镜、AI家电到AI首饰、AI相机等多样化产品集中涌现，并开始在视障辅助、户外运动、实 验室记录等细分场景中精准解决具体需求。 在物理AI领域，AI正加速走进汽车、机器人和智能家居等现实世界场景，使机器具备感知环境、理解 意图并实时行动的能力。孟樸表示，具身智能正处于关键拐点，它能打通AI与物理世界之间的连接， 使智能真正转化为可执行的生产力。从工业机械臂到人形机器人、特种作业平台，终端形态不断丰富， 应用场景持续拓展。在物流、制造、零售等领域，机器人正承担分拣、装配、补货等高强度或高重复性 工作，有望显著提升生产效率。 本届CES期间，高通面向人形机器人、自主移动机器人和工业机器人推出新一代处理器，支持生态伙伴 加速产品开发。 AI智能体在汽车领域的加速落地也是本届CES的重要趋势。孟樸表示，无论是座舱交互还是驾驶辅助， AI能力都在深度融合和增强，人车交互正从"点击"走向"理解"。CES期间，高通与谷歌宣 ...

中国国际进口博览会(以下简称"进博会")由商务部和上海市人民政府主办，已连续举办八届，今年共有 来自138个国家和地区的4108家企业参展，其中世界500强和行业龙头企业达290家。进口博览局作为进 博会和虹桥国际经济论坛承办单位，已连续八年发布进博会传播影响力报告，为衡量进博会传播影响力 提供重要参考。 今年的《报告》通过定性定量相结合的方式，多维度呈现传播情况，并且增设"进博之星"，直观呈现全 年传播热度突出的参与方。《报告》显示，今年进博会传播热度高、周期长、渠道广，呈现"贯穿全 年、多峰叠加"的特点；监测数据显示，境内外总数据量超60亿次，全网信息量超240万条。 高通相关负责人介绍，公司在本届进博会技术装备展区以"我们一起 成就人人向前"为主题，带来了其 携手中国产业伙伴的创新成果，涵盖26家合作伙伴共60多项重点展示。从搭载第五代骁龙8至尊版的旗 舰智能手机全家福，到搭载骁龙数字底盘的奇瑞捷途纵横G700、搭载骁龙AR1平台的小米、Rokid、雷 鸟的多款AI眼镜，以及"骁龙XR奇幻之旅"等，高通打造了一系列引人入胜的智能化图景和互动体验。 据悉，高通已经签约参加第九届进博会，将在明年带来更加丰富 ...

12月19日，《第八届中国国际进口博览会传播影响力报告》（以下简称"《报告》"）在上海发布。《报告》由中国国际进口博览局（以下简称"进口 博览局"）、人民网舆情数据中心联合编制，全面评估展会各环节传播情况。高通作为"八届全勤生"，以其亮眼表现荣获2025年"进博之星"位列第 六，并且入围技术装备展区"传播影响力10强展商"位列第三、入围"百佳展商"位列第十二。 进口博览局作为进博会和虹桥国际经济论坛承办单位，已连续八年发布进博会传播影响力报告，为衡量进博会传播影响力提供重要参考，广受关注 与认可。今年的《报告》通过定性定量相结合的方式，多维度呈现传播情况，并且增设"进博之星"，直观呈现全年传播热度突出的参与方。《报 告》显示，今年进博会传播热度高、周期长、渠道广，呈现"贯穿全年、多峰叠加"的特点；监测数据显示，境内外总数据量达60亿次，全网信息量 超240万条。高通凭借在本届进博会期间的一系列展览展示活动，包括在虹桥论坛分论坛、进博会配套活动的积极参与，荣获2025年"进博之星"位列 第六，并入围技术装备展区"传播影响力10强展商"位列第三、入围"百佳展商"位列第十二。 高通在本届进博会技术装备展区以"我们一 ...

Core Insights - The China International Import Expo (CIIE) serves as a national platform for global cooperation, showcasing Qualcomm's commitment to the Chinese market and its long-term strategy of horizontal empowerment [2][3] - Qualcomm emphasizes its role as a technology enabler in the transition from 5G to 6G and the Internet of Things, particularly in the smart connected vehicle sector [2][4] - The collaboration between Qualcomm and Chinese automotive companies, such as Leap Motor, highlights the depth of strategic partnerships in advancing automotive technology [3][4] Qualcomm's Commitment to China - Qualcomm has participated in the CIIE for eight consecutive years, reflecting its long-term commitment to the Chinese market and its strategy of empowering industries through technology [2][3] - The company has established strong cooperative relationships with the Chinese supply chain, which has been crucial for its growth in the region [2][4] Technological Advancements in Automotive Sector - Qualcomm's Snapdragon digital chassis supports over 210 vehicle models in China, covering a wide market from high-end to affordable vehicles [4] - The integration of AI and advanced semiconductor technology in smart vehicles is transforming the automotive industry, with a focus on enhancing user experience and safety [5][6] Globalization of Chinese Automotive Industry - Chinese automotive exports are projected to grow significantly, with Qualcomm aiming to support this growth by leveraging its experience from the smartphone era [7][8] - The shift in consumer perception of vehicles as mobile living spaces rather than mere transportation tools is driving innovation in the Chinese automotive market [6][7] Future Trends and Opportunities - The convergence of new energy and smart connectivity technologies is propelling the rapid development of the Chinese automotive industry [8][9] - As driving assistance technologies evolve towards levels L3 and L4, the potential for shared mobility services is expected to increase, presenting new opportunities for Chinese automotive brands on the global stage [8][9][10]

Core Viewpoint - The article highlights the significance of the China International Import Expo (CIIE) as a platform for showcasing new products and technologies, particularly in the field of edge AI, which is expected to see explosive growth by 2025 [2][5]. Group 1: Qualcomm's Innovations - Qualcomm showcased a range of flagship products at the expo, including AI smartphones, AI PCs, AI glasses, smart connected vehicles, and robots, emphasizing collaboration with partners [2][3]. - The fifth-generation Snapdragon 8 Gen 2 mobile platform was officially launched at the Snapdragon Summit in September, with 12 flagship smartphones already released based on this platform, demonstrating advancements in AI, imaging, gaming, and connectivity [2][3]. Group 2: Automotive Applications - Qualcomm's collaboration with Chery Jietu resulted in the development of the Zongheng G700 smart connected vehicle, which features a Snapdragon digital chassis, providing a seamless user experience akin to that of smartphones [3]. - Since 2023, the Snapdragon digital chassis has supported over 210 models from Chinese automotive brands, with commercial deployment in more than 350 million vehicles globally [3]. Group 3: Robotics and AI Experiences - The UTree robot, showcased at Qualcomm's booth, utilizes Qualcomm's IQ9 industrial-grade processor, enabling advanced motion capabilities and human interaction through multimodal large models [4]. - Visitors experienced innovative applications of edge AI in imaging, such as transforming 2D photos into 3D short videos using AI algorithms [4]. Group 4: Strategic Vision and Partnerships - Qualcomm's commitment to innovation and collaboration is evident, as the company focuses on empowering partners without competing with them, aiming for mutual growth in the global market [6]. - The company launched the "AI Acceleration Program" in September, collaborating with Chinese partners to introduce AI experiences across various terminals, facilitating the large-scale implementation of AI [6]. Group 5: CIIE as a Catalyst for Cooperation - The CIIE serves as a significant opportunity for companies to showcase their capabilities and foster partnerships, with Qualcomm expressing confidence in expanding its network and collaboration opportunities in China [5][6].

Core Insights - Qualcomm has participated in the China International Import Expo for eight consecutive years, showcasing its continuous innovation in technology and collaboration with Chinese industry partners [3][9] - The theme of Qualcomm's exhibition this year is "Together, We Achieve Progress for Everyone," highlighting its commitment to enhancing China's innovation ecosystem through technological advancements and partnerships [1][3] Group 1: Product Innovations - At the expo, Qualcomm displayed 12 flagship smartphones from Chinese manufacturers powered by the fifth-generation Snapdragon 8 Gen 2 mobile platform, marking the first large-scale offline exhibition of these products [3][5] - The rapid introduction of new products reflects Qualcomm's deep collaboration with leading Chinese smartphone brands such as Xiaomi, Honor, and OnePlus, showcasing breakthroughs in AI, imaging, gaming, and connectivity [3][5] Group 2: Expansion into New Markets - Qualcomm's collaboration with Chinese smart industries extends beyond smartphones to include AI PCs and tablets, with nearly 150 designs powered by the Snapdragon X series platform [5] - In the automotive sector, Qualcomm partnered with Chery to develop the Zongheng G700 model, integrating smart technologies and supporting over 210 models from Chinese automotive brands since 2023 [5] Group 3: AI and IoT Applications - Qualcomm introduced its new brand "Qualcomm Leap," focusing on industrial IoT and cellular infrastructure solutions, complementing its well-known Snapdragon brand [7] - The expo featured various applications of Qualcomm Leap, including humanoid robots and retail terminals, demonstrating the company's commitment to digital transformation in collaboration with over 90 Chinese partners [7] Group 4: Vision for the Future - Qualcomm emphasizes the importance of open collaboration and continuous innovation as core drivers for future development, aiming to unlock new opportunities for high-quality industrial growth [9] - The company is dedicated to promoting the deep integration of technology and industry, from edge intelligence to the future of 6G, and from personal AI to industrial intelligence [9]

Core Insights - Qualcomm has consistently participated in the China International Import Expo (CIIE) for eight consecutive years, demonstrating its long-term strategic commitment to the Chinese market and deep collaboration with the local industry ecosystem [1][2][4] - The company emphasizes the importance of the CIIE as a platform for showcasing cutting-edge technologies and facilitating connections among government, industry partners, and market demands [2][4] - Qualcomm's focus on 5G and AI technologies aims to empower various industries, with a strategic layout for the upcoming 6G era in collaboration with Chinese partners [1][5][9] Group 1: Industry Development - Over the past eight years, the telecommunications industry has evolved from 5G pre-commercialization to the deep integration of AI and 5G, with Qualcomm positioned at the intersection of this transformation [4][5] - Qualcomm's participation in the CIIE has allowed the company to convert technological concepts into tangible commercial outcomes, marking a significant transition from "exhibits" to "products" [4][5] - The company has expanded its partnerships beyond smartphone manufacturers to include smart connected vehicles and extended reality (XR), enhancing its technology's application across various scenarios [5][7] Group 2: Technological Advancements - At the eighth CIIE, Qualcomm will showcase 12 flagship smartphones powered by its fifth-generation Snapdragon 8 chip, highlighting the rapid product rollout in China [6][8] - Qualcomm has supported the launch of over 210 smart connected new energy vehicles in China over the past three years, indicating its significant role in the automotive industry's transformation [7][8] - The company is focused on integrating green energy and smart connectivity in the automotive sector, with advancements in intelligent cockpits and driving assistance technologies [8][9] Group 3: Future Outlook - Qualcomm aims to drive innovation in AI and 6G technologies, collaborating with Chinese partners to enhance technology accessibility for consumers [9][10] - The company is committed to the development of edge AI applications, particularly in smart connected vehicles, to meet personalized needs and privacy requirements [10][11] - As 6G standardization progresses, Qualcomm plans to work closely with the global industry chain to contribute to the establishment of 6G standards, continuing its legacy from 3G to 5G [11]