Industry News - CES 2026 will be held from January 6 to 9, 2026, and is recognized as one of the largest and most influential consumer electronics and technology trade shows globally [1] - AI is expected to accelerate its integration into hardware products, enhancing traditional consumer electronics. While some investors believe that the current progress of edge AI is limited, it is anticipated that by 2026, AI will deeply integrate into various hardware products and industrial scenarios [1] - Major companies like AMD, Intel, and Qualcomm are expected to showcase AI-capable processors at CES 2026, with Intel launching its first product based on the 18A process technology [1] - Lenovo will hold an innovation technology conference to present its developments in personalized AI and hybrid AI solutions for enterprises [1] - Companies such as Hisense and TCL will demonstrate advancements in AI picture quality and Mini LED technology in the display sector [1] - In the home appliance sector, companies like Roborock and MOVA are expected to showcase smart vacuum cleaners and lawnmowers equipped with AI path planning and obstacle avoidance systems [1] AI Hardware Innovations - AI hardware innovations are anticipated to achieve breakthroughs, although some investors believe user acceptance may still be limited. AI glasses and AI headphones are expected to enhance human-computer interaction experiences [2] - At CES 2026, companies like Thunderbird Innovation and Yingmu Technology will showcase AI glasses, including waveguide AI glasses and AI+AR glasses [2] - Other companies, such as Out of the Box and Guangfan Technology, will introduce AI recording headphones and AI all-sensing wearable devices, with Guangfan's Lightwear AI device being the world's first active AI headphones with visual perception capabilities [2] - Japanese company D.O.N will launch the world's first belt-type sensor wearable device, VITAL BELT, while Yingshi is expected to present the Antigravity A1 drone [2] Investment Insights - Companies are advised to focus on the upgrades and innovative breakthroughs in edge AI. Relevant sectors include edge AI main control chip manufacturers, terminal product manufacturers and brand companies, and core component manufacturers for edge AI [3]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]