从技术突破到生活方式的系统性迁移。 2026年CES开幕第一天，拉斯维加斯就给了全球科技行业一个明确答案：AI不再只是工具，而正成为人类生活的"底层操作系统"。 英伟达CEO黄仁勋90分钟的开年演讲，将这一判断推向高潮。他提出，"物理AI的'ChatGPT时刻'，即将到来"——人工智能正在从虚拟世界走向物理世 界。 从信息交互、居家生活到出行与工业系统，CES现场呈现出一个清晰趋势：AI正从虚拟能力，真正嵌套进物理世界和真实可感的生活场景中。 就在黄仁勋演讲后的四个小时，另一大芯片巨头AMD掌门人苏姿丰便来"针锋相对"，她直接宣布人类即将进入"尧字节计算时代"。未来四年AI芯片性能 要提升一千倍。 AI将无处不在，是硬氪在CES上观察到的最直接感受。 可以看到的是，我们的信息交互方式正迎来转折节点，智能眼镜在2025年爆发式的井喷趋势还将延续下去，甚至已经有品牌喊出"下一部手机，何必是手 机"的响亮口号。不完全统计超过50家AI、AR眼镜厂商蜂拥而至。Rokid推出了全新AI智能眼镜Rokid Style，号称"市场上最轻的全功能AI眼镜"；影目的 新品INMO GO3不仅外观时尚差异化，还在翻译等功能上持续 ...

可以看到的是，我们的信息交互方式正迎来转折节点，智能眼镜在2025年爆发式的井喷趋势还将延续下去，甚至已经有品牌喊出"下一部手机，何必是手 机"的响亮口号。不完全统计超过50家AI、AR眼镜厂商蜂拥而至。Rokid推出了全新AI智能眼镜Rokid Style，号称"市场上最轻的全功能AI眼镜"；影目 的新品INMO GO3不仅外观时尚差异化，还在翻译等功能上持续迭代。 当AI真正走进日常，我们的居家生活图景也将被重构。马斯克已经在社交媒体宣布量产脑机接口，赛博人生似乎正在变成现实。中国神经科技创新品牌 LumiMind亮相CES 2026，发布了其首款实时调控脑电睡眠仪LumiSleep ，其原创性技术突破斩获多项国际奖项。听力熊Teeni.AI做了一款面向青少年 的AI随身机器人，为成长助力。可以科技的桌面助理机器人，让每个人都可以拥有一个专属的工作助理。 人类生活从未像今天一样如此接近"智能化"。云鲸、科沃斯带来一系列重磅新品，家庭清洁体验被前所未有地提高，服务机器人正在向"具身智能"时代 演进；BroadLink博联智破解了智能家居"生态孤岛"，给家中电器"点亮"智慧。 往大了看，AI在汽车出行、工业制 ...

Core Insights - The CES 2026 event highlighted that AI is evolving from a mere tool to a foundational operating system in human life, with significant implications for various industries [3][5][38] - Major companies like NVIDIA and AMD are leading the charge, with NVIDIA's CEO predicting a "ChatGPT moment" for physical AI and AMD announcing a thousand-fold increase in AI chip performance over the next four years [3][5] - The event showcased a clear trend of AI integration into everyday life, with innovations in smart glasses, home automation, and personal assistants [4][6][14] AI Integration in Daily Life - AI is set to transform home life, with products like LumiMind's LumiSleep, a brainwave-controlled sleep aid, and various smart cleaning robots enhancing household efficiency [4][20][14] - Companies like BroadLink are addressing the smart home ecosystem's fragmentation, enabling seamless integration of non-smart appliances into smart home networks [26][28] Smart Glasses Revolution - The smart glasses market is poised for explosive growth, with over 50 companies showcasing innovations at CES 2026, indicating a shift away from traditional smartphones as the primary information interface [6][7] - Notable products include Rokid's AI glasses, which are lightweight and feature-rich, and INMO's GO3, which offers advanced translation capabilities [8][11][10] Industrial and Automotive Applications - AI's impact extends to transportation and industrial sectors, with companies like Black Sesame and Daotong showcasing advancements in autonomous driving and automated systems [29][34] - Black Sesame's new chips and Daotong's automated charging solutions represent significant strides in integrating AI into complex operational frameworks [29][34][35] Future Outlook - The CES 2026 event suggests that AI will redefine consumer electronics and industrial applications over the next decade, with a focus on embedding AI into physical systems rather than merely enhancing existing functionalities [5][37][38] - The participation of Chinese tech companies at CES indicates a growing influence in shaping the future technological landscape [7][38]

2026年CES开幕第一天，拉斯维加斯就给了全球科技行业一个明确答案：AI不再只是工具，而正成为人类生活的"底层操作系统"。 英伟达CEO黄仁勋90分钟的开年演讲，将这一判断推向高潮。他提出，"物理AI的'ChatGPT时刻'，即将到来"——人工智能正在从虚拟世界走向物理世界。 从信息交互、居家生活到出行与工业系统，CES现场呈现出一个清晰趋势：AI正从虚拟能力，真正嵌套进物理世界和真实可感的生活场景中。 就在黄仁勋演讲后的四个小时，另一大芯片巨头AMD掌门人苏姿丰便来"针锋相对"，她直接宣布人类即将进入"尧字节计算时代"。未来四年AI芯片性能要 提升一千倍。 AI将无处不在，是36氪在CES上观察到的最直接感受。 可以看到的是，我们的信息交互方式正迎来转折节点，智能眼镜在2025年爆发式的井喷趋势还将延续下去，甚至已经有品牌喊出"下一部手机，何必是手 机"的响亮口号。不完全统计超过50家AI、AR眼镜厂商蜂拥而至。Rokid推出了全新 AI 智能眼镜 Rokid Style，号称"市场上最轻的全功能 AI 眼镜"；影目的 新品INMO GO3不仅外观时尚差异化，还在翻译等功能上持续迭代。 当AI真正走进日常 ...

中国消费者购买一副单价不超过6000元的智能眼镜，将可获得15%、最高500元的直接补贴。这一消息 与拉斯维加斯CES展上刮起的AI眼镜风潮，正在全球消费电子市场掀起涟漪。 "戴上它们，你就拥有了一个全天候的私人助理。"CES 2026展台工作人员向参观者介绍最新款AI眼镜 产品时如是说。这种原本被视为极客玩物或概念产品的设备，正在以惊人的速度实用化和普及化。 2026年1月7日，CES 2026展会正如火如荼地进行。无数参观者戴上造型各异的智能眼镜，体验第一视 角的增强现实导航、实时翻译和运动拍摄。展会外，中国已明确将智能眼镜首次纳入消费品以旧换新补 贴范围，政策东风强劲。 2025年12月30日，中国政府发布通知，2026年实施的消费品以旧换新政策首次将智能眼镜列入补贴范 畴。这意味着消费者购买符合条件的智能眼镜，可享受售价15%、最高500元的补贴。 此次政策调整中，"数码产品购新补贴"升级为"数码和智能产品购新补贴"，支持品类新增智能眼镜和智 能家居产品。这一政策变化反映出中国政府对人工智能终端产业的明确支持。 实际上，中国政府对智能眼镜产业的扶持早有端倪。早在2025年初，政府就提出要重点发展新一代 ...

可以清楚地看到，在CES的舞台上，从上游芯片、显示到终端PC、家电以及智能硬件，AI技术正从"云 侧智能"全面走向"端侧融合"，不再仅仅被视作一项附加功能，而是成为重构人机交互逻辑的基础架 构。致敬未知创始人吴德周对作者指出，这说明整个行业已从早期的"技术展示期"，迈入以真实用户场 景为中心的"价值落地期"。 值得一提的是，CES既是科技巨头们炫技比拼的竞速场，也是众多创业者"破冰"和打破商业思维认知局 限的实践课。尤其是对于中国企业来说，作为出海的关键一站，需要将算法、技术转换为看得见的硬 件，需要学会AI时代的加减法，将繁杂归于AI，把优雅和从容留给人类。 作为全球领先的财经科技信息服务平台、科技生态服务商和CES多年持续的官方合作媒体机构，钛媒体 集团今年也以唯一进驻LVCC Central Hall（19227号展位）的中国媒体身份，占据核心C位，邀请不同领 域最具代表性的中国创新力量来到Media Stage，以一线视角，共同呈现全球科技创新的最新走向。 物理AI的"ChatGPT时刻"，英伟达们的"野心"不藏了 一年前，英伟达CEO黄仁勋化身美队，提前点燃了CES的第一把火。今年的CES，黄仁勋虽 ...

Group 1 - The CES 2026 will take place from January 6 to January 9, focusing on AI as it transitions into practical applications, marking the year as the beginning of AI technology integration and industrialization [2][9] - A total of 4,112 companies will participate in CES 2026, with major players like AMD, Lenovo, Hisense, and TCL showcasing innovations across various sectors, including chips, hardware, and vertical applications [2][3] - The event will highlight the integration of AI in various industries, including automotive and supply chains, demonstrating deep connections and applications across the entire industry chain [2][6] Group 2 - NVIDIA's CEO Jensen Huang will not deliver a keynote this year but will participate in discussions about AI's impact on consumer electronics and infrastructure [3][7] - AMD is expected to unveil its next-generation mobile processor, the Ryzen AI 400 series, featuring 12 Zen 5 cores and enhanced NPU capabilities [6][4] - Siemens' CEO will present advancements in industrial AI, showcasing how AI, digital twins, and automation are transforming manufacturing and infrastructure [6][9] Group 3 - The home appliance sector will see significant AI integration, with major companies like Hisense and TCL leading the charge in redefining the future of home electronics [10][11] - Hisense will introduce the world's first display technology upgraded to a "four-core architecture," along with a humanoid robot capable of multi-language interaction [10][11] - The cleaning appliance market, particularly robotic vacuums, is dominated by Chinese brands, while iRobot faces bankruptcy, highlighting a shift in market leadership [13][19] Group 4 - The CES 2026 will feature a strong presence of embodied intelligence products, with over 50% of exhibitors being Chinese companies, showcasing advancements in humanoid robots and smart assistants [20][22] - New AI-native devices, including AI glasses and AI headphones, will be introduced, indicating a shift towards AI as the next generation of consumer electronics [24][26] - The event will also host discussions on the future of technology, including topics like AI's role in industrial transformation and the commercialization of embodied intelligence [30][28]

转自：成都日报锦观 一副眼镜 "看见"更多数字文创新场景 影目科技的全新智能眼镜。 今年11月，影目科技合伙人张明镜带着该公司的2个系列产品——全球首款量产的1080P无线一体式AI+AR眼镜INMO AIR3、支持260余种语言 双向对话实时翻译INMO GO3走进第八届中国国际进口博览会，与C919大飞机等"国之重器"一同展出。这是张明镜至今谈起，仍难掩激动的年 度高光时刻。 2025年，影目科技总营收较2024年增长近3倍，这不仅展示了数字文化装备赛道的广阔前景，更是成都众多数字文创企业蓬勃生长的生动侧 影。 产品不断迭代 深度融入城市场景 10月，影目科技发布全新AI眼镜INMO GO3。"相较于上一代产品，目前目标语种覆盖从40余种跃升至260余种，翻译准确率达98%，离线翻译 也扩容至9种语言，轻松应对跨语言沟通需求。"张明镜说。 "这是非常理想的总部城市" 在张明镜的人生简历中，有两个重要坐标——成都与深圳。他在成都完成学业，在深圳奋斗10年，2025年，他选择回到成都。而就在去年，影 目科技也将总部从深圳搬来了成都。 为什么来成都？"成都有非常扎实的电子信息产业基础，在人工智能、虚拟现实、数字 ...

当行业一度陷入"概念炒作""硬件堆砌"的浮躁期，影目INMO以长期主义深耕无线一体式AI+AR智能眼 镜，逐一攻克了困扰全行业的关键瓶颈：光学引擎的迭代实现了更高清晰度与私密性，镜框设计的优化 解决了长时间佩戴的舒适度痛点，双电池磁吸换电设计则有效破解了用户的续航焦虑。其新品INMO GO3更是行业技术集大成者——采用CNC五轴工艺打造轻盈机身，首创领夹音箱INMO Speaker搭配AI 拟声，实现261种语言的双向对话实时翻译，支持AI语速追随提词、AR识人等功能，不仅推动产品 从"可行"走向"可用"，更重新定义了智能眼镜"专业性与实用性兼具"的行业标准。 影目INMO x 吴晓波：双向奔赴，一个新物种开始走向主流 吴晓波牵手影目INMO，对智能眼镜行业而言是一次极具分量的认知背书。作为以洞察时代趋势、记录 产业变革著称的财经作家，此次合作从来不是对短期流量的追逐，而是对行业发展的前沿判断。从《激 荡三十年》复盘中国商业变迁，到细致探究技术对产业结构的重塑，吴晓波始终关注行业发展。其选择 成为影目INMO品牌挚友，本质上是向整个市场传递核心信号：智能眼镜已从单纯的技术猎奇产品，进 化为足以影响未来生活方式 ...

Core Insights - The AI glasses market is experiencing significant growth, with sales of AI shooting and display glasses increasing over tenfold year-on-year, making it the fastest-growing category in digital products [1] - Major players in the industry include internet giants like Alibaba and Baidu, as well as hardware manufacturers such as Huawei and Xiaomi, alongside numerous vertical startups [1][2][4] - The global smart glasses market is projected to exceed 40 million units by 2029, with China expected to lead in growth rate [1][6] Market Dynamics - The AI glasses sector is crowded with various players, including established tech companies and startups, indicating a competitive landscape [1][5] - Baidu and Alibaba have launched their AI glasses, with Baidu's product weighing 39 grams and Alibaba's Quark AI glasses topping sales charts during the Double Eleven shopping festival [2][3] - Xiaomi's AI glasses sold out within half an hour of release, showcasing strong consumer demand [4] Investment and Financing - The smart glasses market is attracting significant investment, with 23 rounds of financing reported in 2025 alone [5] - Thunder Innovation recently completed a financing round, raising approximately 800 million yuan, surpassing initial expectations [5] Sales Performance - The AI wearable device index has risen by 26.3% over the past year, reflecting a robust market trend [6] - During the Double Eleven sales event, the transaction volume for smart glasses surged by 2500%, with brands like Rokid and Thunder Innovation seeing sales increases of over 700% and 80%, respectively [6] Industry Challenges - The industry faces a "trilemma" where achieving lightweight design, high performance, and long battery life in AI glasses is challenging [1][10] - High return rates for AI glasses, estimated at 30% to 50%, indicate issues with customer satisfaction and product maturity [9] Technological Integration - AI models are crucial for the evolution of smart glasses, enabling functionalities beyond entertainment to include payment, navigation, and e-commerce [8] - The integration of AI models is seen as a key factor for the future success of AI glasses, with companies like Xiaomi and Alibaba incorporating their proprietary AI technologies [8] Supply Chain and Production - The supply chain for AI glasses is complex, involving multiple components such as chips, sensors, and optical modules, which are not yet fully mature [10] - Production capacity is a significant challenge, with many manufacturers struggling to meet demand due to high production costs and the need for specialized manufacturing processes [11] User Experience Focus - Industry experts suggest a shift from adding features to enhancing user experience, emphasizing the need for AI glasses to prioritize comfort and usability [12][13] - The design of AI glasses is evolving to meet aesthetic demands, with a focus on lightweight models weighing between 20 to 40 grams [14]