Core Insights - The article highlights the significant advancements in AI technology showcased at CES 2026, emphasizing the transition of AI capabilities from screens into the physical world [7]. Group 1: Event Overview - CES 2026 took place in Las Vegas from January 6-9, featuring over 4,500 exhibitors, with approximately 1,000 being Chinese companies [6]. - The event showcased a diverse range of AI hardware, indicating a growing trend of AI integration into everyday life [7]. Group 2: Notable Exhibits - Sharpa introduced the humanoid robot Sharpa North, capable of performing complex tasks such as playing table tennis and folding origami, utilizing its advanced dexterous hand technology [10][11]. - Boston Dynamics' Atlas robot made its public debut, demonstrating its ability to lift up to 50 kg and perform tasks in a modern automotive factory setting [16][17]. - Vbot, a language-understanding robotic dog, showcased its ability to navigate and assist owners in various tasks, including shopping [20][21]. - The X60 series of robotic vacuum cleaners by追觅 was launched, featuring a stair-climbing robot and a multi-jointed robotic arm for enhanced cleaning capabilities [26][27]. - HeSai presented a "mini robot community" at CES, featuring robots equipped with advanced 3D LiDAR technology for autonomous navigation and obstacle avoidance [31][32]. Group 3: Innovative AI Products - Onero H1, a household robot, can perform various tasks such as meal preparation and organizing, while coordinating with other smart devices [35][36]. - LG's CLOiD robot can interact with users and perform household chores, marking a significant upgrade from previous models [39][40]. - Samsung's Ballie robot, despite previous delays, continues to be a focal point for smart home integration [43][44]. - Fraimic, an AI "artist," can generate artwork based on user input and environmental factors, showcasing the creative potential of AI [50]. - BreakReal introduced an AI cocktail machine that creates personalized drink recipes based on user preferences [53]. Group 4: Emerging Trends - The article notes the increasing presence of AI in pet care, with products like Satellai's AI collar that tracks pet health and behavior [63]. - The introduction of AI-driven educational tools, such as Mooni Pro, aims to enhance children's learning experiences through interactive engagement [66]. - Mui's wall-mounted device combines sleep monitoring with smart home control, reflecting a trend towards integrated health and home management solutions [89][90].

Group 1: CES Overview and Trends - Las Vegas hosts over 22,000 commercial events annually, contributing more than $10 billion in revenue, with CES being the most significant event [1] - CES has evolved through various technology trends over the past 15 years, including the rise of drones, smart home devices, and AI [2] - The focus of CES 2026 shifted to embodied AI and humanoid robots, indicating a transition from novelty to serious commercial discussions [2] Group 2: Rise of Chinese Companies - Chinese exhibitors have significantly increased in presence and quality at CES, moving from peripheral displays to central exhibition halls [3][4] - In 2019, Chinese exhibitors peaked at approximately 30% of total participants, and over 1,300 Chinese companies participated in the latest CES, reaffirming their dominance as the largest foreign presence [3] - Chinese companies have transitioned from low-cost manufacturing to showcasing core technologies, with over 40% of CES 2026 Innovation Awards going to Chinese firms [4][5] Group 3: Lenovo and Hisense's Strategic Moves - Lenovo hosted its Tech World conference at the Sphere, marking a significant event for the company and showcasing its industry position [6] - The presence of major tech leaders at Lenovo's event highlighted its status as a leading consumer electronics company [6] - Lenovo became the official technology partner for the FIFA World Cup 2026 and 2027, emphasizing its commitment to global sports marketing [7][9] Group 4: Robotics and AI Developments - Humanoid robots emerged as a key focus at CES 2026, showcasing advancements in AI and commercial viability with costs reaching around $20,000 [10] - The competition in the robotics sector is intensifying among China, the U.S., and South Korea, with each region adopting different strategies for ecosystem integration [11] - Chinese robotics companies are increasingly entering the global market with a focus on commercial applications, moving beyond mere technology demonstrations [12][13] Group 5: Market Dynamics and Future Outlook - The robotics industry is shifting from feasibility to long-term deployment, with Chinese firms leveraging their manufacturing capabilities for sustained operations [13][14] - Companies like UBTECH and Yush Robot are achieving significant milestones in production and government contracts, indicating a stable demand in the early market [14] - The evolution of Chinese companies from supporting roles to industry leaders reflects a broader trend of defining industry standards and enhancing brand recognition [14]

文｜富充 编辑｜苏建勋 美国当地时间1月6日，CES 2026在拉斯维加斯开展。这场为期三天的展会，刚刚结束了第一天的议程。 此外，North还可以自主折纸风车，从折纸到固定支架，在包括30多个动作的连续长程任务中，展现抗干扰和泛化能力。 完成这些，North机器人靠的是SharpaWave 灵巧手，以及自研的具身大模型和运动控制系统。现场，Sharpa发布了模型CraftNet，它融合了视觉、语言与触 觉输入，并将灵巧手采集的触觉信息用于接触操作中"最后一毫米"的精确控制。 △图源：企业官方 2.波士顿动力：走出实验室，去"现代"打工了 现场，中国参展企业继续大刷存在感。这个历史最悠久、影响力最大的消费电子展会，今年共汇聚了超过4500家展商，其中约1000家为中国公司。 来自全球的AI硬件，都在本届CES上不断强调着一件事：AI的能力正在大规模走出屏幕，进入物理世界。 在2026年CES如此庞杂的品牌和产品之中，哪些是不容错过的？这篇合集里，我们从开展首日的有趣展出中，挑选了最有亮点的20个。 1.Sharpa：会折纸风车的人形机器人 2025年上半年，新加坡机器人公司Sharpa因高自由度灵巧手Shar ...

波士顿动力机器人终于走出实验室。 该机器人暂无售价。 现代汽车在准备大规模量产能力的同时，还计划推出 "机器人即服务 (RaaS)" 的订阅模式，以降低采用成本。 现场工作人员向第一财经记者介绍，Atlas拥有56个自由度，手部配备触觉传感器，大部分关节支持360度旋转，使其无需频繁调整姿态即可高效完 成任务，可以在五分钟内完成肢体更换。 该机器人可举起约50公斤的重物，单次充电可持续高强度工作4小时，并支持自动换电，为实现7×24小时不间断作业奠定基础。 现代汽车表示，大多数任务的训练时间可控制在一天以内，这对机器人规模化部署具有重要意义。 波士顿动力现场工作人员对第一财经记者透露，目前该机器人尚未对外出售，因此暂无公开售价。按计划，Atlas将于2028年率先在美国佐治亚州的 现代汽车集团Metaplant America工厂投入应用，执行零件排序等任务；到2030年，将进一步承担更复杂的组装工作。 展厅内，波士顿动力黄色的机器狗正演示着车间内的实际工作场景，彩色Atlas吸引大量观众驻足拍照。据介绍，该公司计划在 2028 年前搭建一套 年产能达数千台的机器人量产体系。 在不远处的另一场馆，中国机器人正 ...

Core Insights - The CES 2026 event in Las Vegas showcases over 4,500 exhibitors, with around 1,000 being Chinese companies, highlighting the significant presence of Chinese enterprises in the consumer electronics sector [2] Group 1: Robotics Innovations - Sharpa introduced the humanoid robot Sharpa North, capable of performing tasks such as playing table tennis, taking photos, and folding origami, utilizing its advanced dexterous hand and self-developed models [3] - Boston Dynamics' Atlas robot made its public debut, designed for practical applications in Hyundai's factories, with plans to produce 30,000 units annually starting in 2028 [4] - Vbot, a machine dog from Weita Power, can understand human language and navigate autonomously, showcasing its ability to interact with users in multiple languages [5][6] - ZhiMi unveiled a stair-climbing robot that can carry a vacuum cleaner upstairs, enhancing cleaning capabilities in multi-level homes [8] Group 2: AI and Smart Home Devices - HeSai presented a "mini robot community" featuring various robots equipped with their JT series 3D LiDAR for autonomous navigation and obstacle avoidance [11] - Onero H1, a household robot, can perform multiple tasks including cooking and organizing, and can coordinate with other smart devices [13] - LG's CLOiD robot can perform household chores and interact with users through voice and expressions, marking a significant upgrade from previous models [15] - Samsung's Ballie, a spherical robot, aims to manage home electronics and monitor health, despite previous delays in its release [17] Group 3: AI-Driven Personalization - Fraimic, an AI "artist," can create personalized artwork based on user input and environmental factors [21] - BreakReal introduced an AI cocktail machine that generates custom drink recipes based on user preferences, set to launch on Kickstarter [24] - Skyris showcased a flying companion robot that can recognize user emotions and respond accordingly [26] - Satellai's AI collar for pets tracks health and behavior, providing insights and recommendations for pet care [32] Group 4: Innovative Gadgets - Teeni.AI's Mooni Pro camera encourages children to explore and express their creativity through photography [34] - Plaud AI upgraded its NotePin device with physical buttons for easier operation, addressing previous usability issues [36] - Mui's wall-mounted device monitors sleep patterns and controls smart home appliances, integrating functionality into a discreet design [44]

为实现这一目标，现代汽车计划围绕三大方向展开布局：一是开发可在制造等环境中协助人类完成重复性或危险性任务的协同机器人；二是结合波士顿 动力公司在人工智能机器人领域的技术积累与现代汽车的全球制造能力，共同构建涵盖训练场地与端到端价值链的协作体系；三是与全球人工智能领先机构 开展合作，推动机器人技术创新。 近日，现代汽车集团（以下简称"现代汽车"）在2026年国际消费电子展（CES 2026）上公开了其人工智能机器人战略，并以Partnering Human Progress （合作促进人类进步）为主题，提出了推进人机协作的发展路线。 现代汽车将通过逐个工艺验证逐步扩大Atlas机器人的部署。从2028年开始，Atlas将被引入具有安全性和质量效益的流程，例如零件排序。到2030年， Atlas的应用将扩展到组件组装，随着时间的推移，Atlas还将承担重复性动作、重载和其他复杂操作的任务，确保工厂员工的工作环境更安全。 这种合作关系体现了现代汽车"以人为本的自动化"的愿景，即在人类保持管控的前提下，推动人机协同作业，使机器人承担劳动密集型或高风险工作， 人类则专注于机器人训练与监督。 现代汽车将通过其在制造、物流 ...

【市场复盘】 本周二 （1月6日），科创人工智能ETF华夏（589010）收涨1.72%。 持仓股方面多点开花，星环科技-U 强势封板20%涨停，澜起科技、中科星图等核心标的联袂大涨，显示出科创板AI标的的高弹性特征。值 得注意的是，该ETF今日换手率飙升至8.49%，成交额突破3.24亿元，交投情绪显著回暖，显示出资金 在震荡中对人工智能赛道长期配置价值的认可。机器人ETF（562500）上涨0.39%，全天走出精彩的"深 V"反转行情，早盘急跌后快速拉升修复，显示出极强的韧性和逢低买盘支撑。持仓股方面多点开花， 瑞松科技强势领涨5.55%，绿的谐波大涨4.57%，石头科技、中信重工、昊志机电均涨超2%，产业链上 下游共振上行。流动性方面，全天成交金额突破17.15亿元，交投维持高位火爆态势，显示出资金对机 器人赛道长期价值的持续关注。 【热点要闻】 1、中国扫地机器人生产商石头科技（Roborock）展示了一款名为Saros Rover的家用扫地机器人，该机 器人配有两条腿、能够爬楼梯。Saros Rover利用人工智能、多个运动传感器和3D空间信息进行导航， 其双腿可独立升降，从而实现跨越阶梯和在不平整 ...

Group 1 - The core theme of CES2026 is "human-centered" AI applications, aiming to integrate AI technology into consumers' daily lives [1] - The event features an unprecedented number of robot products, particularly humanoid robots [1] Group 2 - Boston Dynamics announced the production of the final mass production version of the Atlas robot, with initial deployments for major shareholder Hyundai and new AI partner Google DeepMind [2] - Qualcomm introduced a new robotic technology architecture and the Dragonwing IQ10 series processors, marking its entry into the industrial and humanoid robot markets [2] - Qualcomm is building a comprehensive robotics ecosystem and has partnered with several robotics manufacturers, including Figure AI, Booster, VinMotion, and Kuka Robotics [2]

消息面上，1月6日，CES 2026大会正式开幕。CES 2026主办方消费者技术协会(CTA)的执行主席兼CEO 夏皮罗在展望今年展会时表示，今年的核心主题是"以人为本"的AI实际应用，让人工智能技术真正融入 消费者的日常生活。与以往不同的是，今年展会将展出比以往任何时候都多的机器人产品，特别是人形 机器人。 值得一提的是，大会现场，众多大厂官宣自家机器人产品及技术架构。据IT之家消息，波士顿动力在 CES 2026宣布，Atlas机器人的最终量产版本正在生产中，首批获得部署的公司将是其主要股东现代汽 车，以及新的AI合作伙伴谷歌DeepMind。高通在CES 2026上发布了全新机器人技术架构和Dragonwing IQ10系列处理器，正式进军工业机器人和人形机器人市场。据悉，高通正在构建全面的机器人生态系 统，已与Figure AI、Booster、VinMotion、Kuka Robotics等多家机器人制造商展开合作。 智通财经APP获悉，机器人概念股普涨，截至发稿，商汤-W(00020)涨5.8%，报2.37港元；德昌电机控 股(00179)涨4.08%，报30.58港元；云迹(02670)涨3. ...

| 首尔综合指数 | | | | | | --- | --- | --- | --- | --- | | 指 HQ.KOSPI | | | | | | 4407.11 -50.41 -1.13% | | | | | | 01-06 08:25:50 | | | | | | 今开 4446.08 | | 最高 4450.90 | | | | 昨收 4457.52 | | 最低 4395.00 | | | | 分时 園K 目K | 日K | 室K | 更多, ◎ | | | 均价:4424.11 最新:4407.11 -50.41 -1.13% | | | | | | 4520.04 | | | | 1.40% | | 4457.52 | | | | 0.00% | | 4395.00 | | | | -1.40% | | 08:00 11:15 | | | | 14:30 | 【导读】 日韩股市涨跌互现，现代汽车股价直线拉升 中国基金报记者 李智 一起来看下日韩股市的最新情况。 现代汽车 股价直线拉升 1月6日，日韩股市开盘涨跌不一， 韩国KOSPI指数 早盘短线下挫， 跌幅扩大至1%。 | 日经 225 | ...