科技春晚来了！一文读懂CES 2025，市场最关注什么？

华尔街见闻2025-01-06

主题演讲方面，关注英伟达、AMD、三星和丰田；行业方面，预计人工智能和汽车将继续火热，机器人、显示屏和智能家电也是公众关注焦点。被称为“科技界春晚”的CES 2025（国际消费类电子产品展览会）将于1月7日至1月11日在美国拉斯维加斯拉开帷幕。作为今年第一个也是规模最大的科技盛会，有哪些内容值得关注？英伟达、AMD、三星和丰田的主题演讲在展会正式启幕之前，部分参会商将在1月5日-6日召开新闻发布会...

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Understand CES 2025 in one article, what is the market most concerned about?","themeId":"23266d215487f805805457847a466273","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fe20a6f986ef81a2003a6c2a15bbc2fe","symbols_score_info":{"AMD":1.1,"NVDA":1.1},"content_text":"主题演讲方面，关注英伟达、AMD、三星和丰田；行业方面，预计人工智能和汽车将继续火热，机器人、显示屏和智能家电也是公众关注焦点。被称为“科技界春晚”的CES 2025（国际消费类电子产品展览会）将于1月7日至1月11日在美国拉斯维加斯拉开帷幕。作为今年第一个也是规模最大的科技盛会，有哪些内容值得关注？英伟达、AMD、三星和丰田的主题演讲在展会正式启幕之前，部分参会商将在1月5日-6日召开新闻发布会和小型活动。英伟达定于美东时间周一晚间21:30举行发布会。预计届时公司创始人兼CEO黄仁勋将宣布其在AI方面的最新发展，包括备受期待的GeForce RTX 50显卡。AMD定于美东时间周一下午14:00举行发布会。届时预计将推出其下一代GPU以对标英伟达的RTX 5000。作为其重塑品牌计划的一部分，公司可能会推出RDNA 4显卡，或命名为RX 8000或RX 9000系列。三星电子定于美东时间周一晚间20:00举行发布会。三星预计将继续公布其在电视和家电方面的进展，演讲主题为：AI无处不在：每一天，每一处（AI for All： Everyday， Everywhere）。据预测，公司还可能展示消费机器人，但预计该类产品不太可能投入商业生产。丰田定于美东时间周一晚间19:00举行发布会。届时丰田董事长丰田章男预计将汇报其“编织城市”（Woven City）的最新进展，关注点将集中在初创企业如何被整合到该项目中，以及丰田是否成功构建了由氢燃料电池驱动的完整生态系统。据此前公开信息介绍，“编织城市”旨在测试和开发氢能、自动驾驶汽车、机器人和人工智能等新技术。此外，其他值得的包括X平台的首席执行官Linda Yaccarino和达美航空的首席执行官Ed Bastian在美东时间周二发表的演讲。AI仍是重头戏，汽车、机器人等行业也值得关注人工智能无疑继续成为CES 2025的热门话题。在2024年大会的基础上，AI将在今年更广泛地应用于各类产品，包括汽车、冰箱等。据华福证券此前预计，AI终端落地将成为本次展会的核心主题，今年将围绕AI底层技术革新的加速及AI应用落地场景深度探讨，AI加持下的创新产品将密集推出。汽车行业也将是展会的重点之一，除了丰田，预计索尼将在发布会上继续主推与本田合作的纯电车型Afeela。近年来，机器人日益成为CES的关注焦点，预计大多数运输类企业将讨论这一主题，涵盖制造业到电动垂直起降飞行器（eVTOLs），现代汽车等公司可能会展示其对人形机器人和其他机器人技术的关注。CES仍然是计算机显示屏的主要展台。目前，三星、华硕和微星均已在大会前夕相继推出刷新率为240Hz的27英寸4K OLED显示器。考虑到生成式AI技术的发展以及谷歌、亚马逊、苹果相继发布智能助手功能，预计备受青睐的智能家电行业也可能迎来一波“上新”。目前，LG已经释出了相关消息，三星应该也在周一公布其最新进展。经历了炒作带来的热度后，扩展现实（XR）产品被证明仍有进步空间。业界现状是，Vision Pro并没有如苹果所期“起飞”，尚未有竞争对手能与Meta的王牌VR头显产品Quest相抗衡，像HTC和Magic Leap等龙头公司基本上已经转向了企业应用。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501460201","isCrawlerRequest":true}