互联网_CES 2026_AI 驱动产品增长催生新创新，在线广告趋势向好 -十大核心要点-North America Internet CES 2026New Innovations Emerging as AI Drives Product Growth Online Adv Trends HealthyTen Key Takeaways

Summary of Key Points from CES 2026 Conference Call Industry Overview - Industry: North America Internet and Online Advertising - Event: CES 2026 showcased significant advancements in AI-driven products and monetization models across various sectors, including engagement, wearables, autonomous vehicles (AVs), robotics, and online advertising [1][2] Core Insights 1. Online Advertising Growth: The U.S. online advertising market is projected to grow by 14% year-over-year (Y/Y) in 2026, supported by stable operating conditions and resilient consumer behavior. This is a slight decrease from the 14.7% growth projected for 2025 [7][2] 2. Emerging Ad Surfaces: Advertisers are optimizing for geographic (GEO) targeting, which is expected to create more ad surfaces rather than reduce them. This shift is driven by advancements in search technology and AI [8][2] 3. End-to-End Advertising Platforms: The rise of agentic end-to-end advertising platforms is transforming the advertising landscape, allowing for improved personalization and optimization of ads, leading to higher conversion rates [10][2] 4. Competitive DSP Market: The demand-side platform (DSP) market is becoming increasingly competitive, with Amazon launching new tools and leveraging its retail data to enhance targeting capabilities [12][2] 5. Short-Form Video Demand: There is a growing demand for short-form video advertising, which is seen as a key driver of growth across platforms like Meta, YouTube, and TikTok [14][2] 6. Agentic Commerce: The emergence of agentic commerce is expected to create new advertising opportunities, as users increasingly rely on AI-driven agents for shopping [15][2] 7. Retail Media Insights: Retail media is gaining traction as a valuable source of business intelligence, helping advertisers achieve closed-loop measurement and insights [16][2] 8. GenAI Search Impact: The shift towards GenAI search is impacting traffic for the open web, leading to a decrease in click-through rates but potentially improving conversion rates for high-quality publishers [18][2] Product Innovations 1. Autonomous Vehicles (AVs): Significant advancements in AV technology were noted, with companies like Uber and Lucid showcasing new models. The reduction in component costs is expected to accelerate AV adoption [19][3] 2. Humanoid Robots: Progress in humanoid robotics was highlighted, indicating potential efficiency gains across various sectors [22][3] 3. Wearables: The proliferation of AI-driven wearables, particularly Meta's Ray-Ban products, is expected to expand internet usage significantly [23][3] Key Company Announcements - Amazon (AMZN): Introduced new Alexa integrations, enhanced Fire TV experience, and launched Alexa.com [26][27] - Meta (META): Announced updates to Ray-Ban products and new collaborations [26][27] - Google (GOOGL): Launched new features for Google TV [26][27] - Uber (UBER): Unveiled a new robotaxi developed in partnership with Lucid and Nuro [26][27] Additional Insights - Market Sentiment: Conversations with marketers and agencies at CES indicated a positive outlook for the online advertising market, with expectations of increased budgets and a shift towards digital channels [7][2] - Investment Opportunities: Companies such as Amazon, Google, Meta, and Uber are viewed positively, while caution is advised regarding The Trade Desk (TTD) due to competitive pressures [1][2] This summary encapsulates the key takeaways from the CES 2026 conference, highlighting the trends, innovations, and company-specific developments within the North American internet and online advertising sectors.