软件与服务：聚焦端侧AI AI硬件或成AI落地新范式

长江证券股份有...01-12

1 月6 日至9 日，2026 年国际消费电子展（International Consumer Electronics Show，CES2026）在美国拉斯维加斯举行。与此同时，1 月8 日至11 日，阿里云通义智能硬件展在深圳举行。事件评论硬件形态不断突破传统终端边界，端侧有望成为AI 落地新范式。从展会反映的趋势来看，当前，AI 正加速嵌入可穿戴设备、个人终端及电脑等核心流量入口，逐步演进为...

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硬件作为承载大模型能力下沉至边缘与终端的关键容器，正逐步受到阿里、字节、京东等互联网大厂的关注。此次阿里云通义智能硬件展期间，阿里云发布多模态交互开发套件，集成了千问、万相、百聆三款通义基础大模型，可应用于AI 眼镜、学习机、陪伴玩具、智能机器人等硬件设备。结合近期字节发布了豆包手机助手技术预览版，可在操作系统层面实现AI 对手机的自主操作，完成查票订票、批量下载等复杂任务；京东成立“变色龙业务部”，全面承接JoyAI App、JoyInside、数字人等AI 产品的打造与商业化等产业变化，我们认为，大厂在端侧的密集卡位布局或预示着端侧AI 或将成为未来大厂AI 落地的核心场景之一。AI 端侧有望加速落地，打造万亿级市场。深圳阿里云通义智能硬件展成为这一趋势的生动注脚，展会汇聚 70 + 品类、200 + 品牌、1000 + 款智能硬件，全景展现端侧 AI 赋能硬件创新的产业图景。随着模型技术持续迭代升级，不同参数量级的模型可精准适配多元场景，尤其为手机、智能眼镜、智能驾驶、人形机器人等设备的端侧部署提供了更友好的技术支撑，驱动端侧 AI 渗透率加速提升。洛图科技（RUNTO）数据显示，2025 年中国 AI 硬件市场（不含 AI 手机和 AI 汽车）规模已达 11020 亿元，同比增长 13.4%，未来五年将保持高速增长态势；其中传统家电类、智慧个人类、教育类与智能家居类硬件稳居市场份额前三，成为拉动市场增长的核心引擎。AI 硬件或成为AI 落地关键平台，关注端侧AI 投资机会。此次CES 大会及阿里云通义智能硬件展均展现了当前AI 在端侧的落地进展。我们认为随着AI 大模型的持续迭代，AI 落地或成为人工智能产业下一阶段的核心，而端侧AI 作为重要的流量入口，有望受益于模型性能提升带动的渗透率提升。建议关注端侧AI 全产业链，重点关注AI 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