【华泰证券解读CES 2025:AI眼镜是本次CES重点】 华泰证券研报解读CES 2025:继去年CES上展示智能家居愿景,三星、LG继续强调AI赋能家电产品互联互通。华泰证券观察到:1)和去年CES相比,三星、LG在媒体日展示的增量内容有限,建议关注后续在CES场馆中显示、AI等领域的产品展示;2)AI眼镜是本次CES重点。据VR陀螺统计,本次AR/VR/XR领域参展商达到45家左右,建议关注雷鸟、Rokid、李未可、XREAL等品牌的产品展示;3)看好AI眼镜成为手机后下一代通用计算平台,关注2025年AI眼镜渗透率提升。

金融界
08 Jan
华泰证券研报解读CES 2025:继去年CES上展示智能家居愿景,三星、LG继续强调AI赋能家电产品互联互通。华泰证券观察到:1)和去年CES相比,三星、LG在媒体日展示的增量内容有限,建议关注后续在CES场馆中显示、AI等领域的产品展示;2)AI眼镜是本次CES重点。据VR陀螺统计,本次AR/VR/XR领域参展商达到45家左右,建议关注雷鸟、Rokid、李未可、XREAL等品牌的产品展示;3)看好AI眼镜成为手机后下一代通用计算平台,关注2025年AI眼镜渗透率提升。

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