港股概念追踪 | 2026年国际消费电子开幕在即 AI硬件应用有望成为重中之重(附概念股)

智通财经01-05

智通财经APP获悉，2026年国际消费电子展(CES)将于1月6日在拉斯维加斯正式拉开帷幕，届时英伟达掌门人黄仁勋、AMD首席执行官苏姿丰将发表重要演讲。阿里巴巴、联想、三星电子、LG等亚洲科技力量将集中亮相CES，事关英特尔代工业务命运的首款“18A”芯片届时也将浮出水面。CES 2026的主题依旧围着AI而展开，但变化的是，AI将转入场景落地阶段。外界一致认为，AI硬件应用有望成为本次CES的...

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Series 3(Panther Lake)，预计包含约14款SKU。旗舰型号Core Ultra X9 388H配备16核，最高频率5.1GHz。若能获得OEM广泛支持，将有助于缓解市场对其先进制程执行力的疑虑。英特尔代号为 Panther Lake 的第三代酷睿 Ultra 处理器，作为首款基于 Intel 18A 制程工艺的客户端芯片，不仅融合了 Lunar Lake 的高能效与 Arrow Lake 的高性能，更以 XPU 异构架构重构 AI 算力分配逻辑，为 AI PC 智能体的规模化落地奠定核心基础。兼具Lunar Lake的高能效和Arrow Lake高性能、可扩展性的优势，全新架构的CPU、GPU性能相比上代提升了50%，加上最新的NPU 5，平台总体AI算力最高可达180TOPS，较上代提升50%。AI PC 方面，今年的AI PC 新品发布将由英特尔、AMD 两大芯片厂商牵头，联想、华硕等主流 PC 厂商集中跟进，核心围绕新一代 AI 处理器与终端形态创新展开。宏碁、微星、技嘉等中国台湾厂商也将进军拉斯维加斯，宏碁在CES 2026并未举办发表会，但也将释出一系列新品，包含AI PC、电竞及PC周边设备；微星则预计发表AI PC、电竞等相关机种。AI眼镜方面，CES 2026的AI眼镜厂商超50余家，雷鸟创新、Rokid、影目、VITURE、XREAL等头部厂商悉数出席，此外，闪极、BleeqUp、Halliday、微光科技等新锐品牌也开始展露头角。阿里巴巴将携旗下首款自研 AI 眼镜——夸克 AI 眼镜 S1 ，亮相 CES 2026。AI 机器人方面，特斯拉第三代人形机器人Optimus-3或许将在CES迎来首秀。宇树科技据称将在CES 2026 带来人形机器人的最新逼真交互演示。另外，灵犀智能将首次亮相CES 2026，展示其第一款重磅产品——AiMOON星座AI守护精灵。智元机器人亦有望在CES 2026上展出灵犀X2(AGIBOT X2)、远征 A2(AGIBOT A2)、精灵 G2(AGIBOT G2)、D1(AGIBOT D1)等明星产品。华泰证券预计，本届CES将成为AI应用落地的关键观察窗口，重点覆盖端侧AI、工业AI、Physical AI与汽车智能化等方向。科技行业投资主线正从算力基础设施走向从仿真、训练到现实世界部署的完整技术闭环，Physical AI或将成为串联各板块的核心叙事。相关概念股：联想集团(00992)：2025年12月26日，2025联想天禧AI生态伙伴大会(LTPC 2025)召开。大会以“聚力智能体，共启新生态”为主题，聚焦个人AI时代的产业变革与生态共建，其中联想与英特尔深化战略合作、共推AI PC生态繁荣成为核心亮点，标志着个人AI时代的全面到来。阿里巴巴(09988)：阿里巴巴将携旗下首款自研 AI 眼镜——夸克 AI 眼镜 S1 ，亮相 CES 2026。11月27日的数据显示，夸克AI眼镜S1一举夺得天猫XR设备行业销量与店铺双第一、抖音电商智能设备榜榜首，并牢牢占据京东智能眼镜实时销售排行首位。康耐特光学(02276)：公司是夸克AI眼镜的独家镜片供应商，夸克镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率上有过高溢价，配镜企业具较好的盈利能力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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