CES 2026聚焦物理AI 科技消费迎估值重估

DoNews01-12

2026年国际消费电子展（CES）于1月6日至9日在美国举行，成为观察全球科技趋势的重要窗口。华泰证券研究所全球科技战略首席黄乐平在现场指出，本届展会最大亮点为“物理AI”，即通过运动技能理解现实世界并与之交互的AI模型，主要载体包括机器人、自动驾驶汽车等自主机器。黄乐平表示，“物理AI”当前发展阶段类似于十年前的自动驾驶，虽处于早期且存在泡沫，但全球对机器人产业发展的共识已形成。英伟达首席执行官...

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