随着大模型从刚开始的PC和手机端的人机对话，进入到帮人类处理线上工作的智能体，再到具有物理 形态的AI在现实世界中发挥作用，AI在形态和能力上都迈入更高更丰富的阶段。 物理AI毫无疑问是CES2026的关键词。 从黄仁勋本届CES的主题分享到CTA的官方解读，物理AI都是解读核心。黄仁勋更是强调"物理AI迎来 了ChatGPT时刻"。 在CES展馆的物理AI展示中，不仅有波士顿动力、LG等海外企业展示了人形机器人，更值得关注的现 场庞大的中国物理AI军团。 从现场清楚看到，人形机器人的参展中国企业数量明显超过其他国家，普通话几乎能够搞定全部探展。 宇树科技、智元机器人、众擎机器人、云深处科技、银河动力、擎朗智能、星动纪元、松延动力、元点 智能等明星企业的机器人纷纷在现场跳舞，俨然把CES展区变成了中国机器人街舞大赛。 参展CES的另一面是，这一代物理AI创业者已经将视线放到了海外市场，意欲在北美增量市场找到新的 突破。 英伟达此前曾表示物理AI将改变总值50万亿美元的制造业和物流业。海外市场的规模和空间势必带给 中国企业更大的探索空间，然而物理AI企业出海仍面临产品成熟度、商业模式和本土化服务三大挑 战。 从 ...

Core Viewpoint - CES 2026 showcases a significant shift where AI is not just a digital entity but is increasingly integrated into physical hardware, impacting various aspects of daily life and industry [6][7]. Group 1: Robotics and Embodied Intelligence - CES 2026 marks a turning point for robotics, with a dedicated exhibition area for embodied intelligence, indicating that robots are moving from mere demonstrations to practical applications in manufacturing, transportation, and healthcare [9]. - The Chinese robotics sector is prominently represented, with over half of the exhibitors showcasing advancements, while Boston Dynamics introduced the all-electric Atlas robot, highlighting a competitive landscape for commercialization in embodied intelligence [9][10]. - The new Atlas robot is designed for practical factory work, featuring advanced mobility and AI learning capabilities, marking a milestone in the transition from prototype to product [12]. Group 2: AI Hardware - AI hardware is becoming more integrated into everyday products, with a focus on subtlety and functionality rather than overt complexity [32]. - The NotePin S device captures important audio moments and organizes them using AI, reflecting a trend towards more intelligent and user-friendly recording solutions [32][35]. - Sweekar, an AI pet, embodies the trend of companionship through physical entities, evolving from simple digital pets to interactive, breathing companions that learn and adapt to user interactions [36][38]. Group 3: Smart Mobility - The automotive sector at CES 2026 reveals a stark contrast between the vibrant Chinese market and a more subdued American presence, reflecting a shift in global automotive dynamics [44]. - Nvidia's Alpamayo introduces advanced logical reasoning capabilities for autonomous driving, moving beyond basic reflexive responses to more complex decision-making processes [45][48]. - Strutt's Ev1 smart electric wheelchair incorporates advanced sensors for enhanced navigation, addressing the unique challenges faced by wheelchair users [49][50]. Group 4: Innovative Products - The CES 2026 features innovative products that blend nostalgia with modern technology, such as Lego's interactive building blocks that respond to user actions without screens [60][61]. - Mui Board Gen 2 offers a unique approach to sleep monitoring through a wooden board that detects breathing patterns without the need for wearable devices, emphasizing a blend of aesthetics and functionality [76].

Core Insights - CES 2026 showcases a significant shift in AI integration, moving from software applications to physical world applications through various hardware innovations [1][2] - The event features over 4,100 exhibitors and is expected to attract more than 150,000 attendees, indicating a full recovery and heightened interest in technology [1] - The focus is on four key areas: robotics and embodied intelligence, smart vehicles, AI hardware, and innovative tech, which are seen as the main drivers of innovation this year [1] Robotics and Embodied Intelligence - CES 2026 marks a turning point for robotics, with a dedicated exhibition hall for embodied intelligence, indicating a shift from novelty to practical applications in manufacturing, transportation, and healthcare [4] - Chinese companies dominate the robotics sector, with over half of the exhibitors showcasing advancements in embodied intelligence, highlighting the competitive landscape [4] - Boston Dynamics' Atlas robot demonstrates its evolution from a prototype to a functional industrial product, set to perform real manufacturing tasks [5][7] AI Hardware - AI is becoming seamlessly integrated into everyday products, moving beyond mere automation to enhance functionality and user experience [27] - The trend of AI companionship is evolving, with products tailored to different life stages, emphasizing emotional support and interaction [27] - The recording technology sector is becoming increasingly competitive, with innovations aimed at capturing and processing information more effectively [27] Smart Vehicles - The automotive sector at CES 2026 presents a stark contrast between the vibrant Chinese market and the subdued American presence, reflecting a shift in global automotive dynamics [42] - Nvidia's Alpamayo introduces advanced logical reasoning capabilities for autonomous driving, marking a significant advancement in vehicle intelligence [43][45] - Strutt's Ev1 smart electric wheelchair enhances user independence by incorporating advanced navigation technology, showcasing the potential for smart mobility solutions [46][48] Innovative Products - The NuraLogix "longevity mirror" offers health monitoring capabilities without invasive procedures, representing a shift towards proactive health management [67][69] - Withings' Body Scan 2 smart scale provides comprehensive health assessments, aiming to transform daily health monitoring into a routine practice [70][72] - Mui Lab's wooden sleep monitoring board exemplifies a blend of technology and natural materials, offering a non-intrusive way to track sleep quality [73]