智通财经APP获悉,交银国际发布研报称,2025年CES全球消费电子展上,包括英伟达(NVDA.US)和AMD(AMD.US)在内,基于PC的边缘侧/端侧人工智能产品比智能手机侧的人工智能产品活跃,这或许预示着边缘测/端侧人工智能或在PC端较早落地,建议投资者关注人工智能在云测和端侧落地进程。同时发现,国产消费电子公司在此次CES上表现活跃,虽然对不同终端产品的盈利能力和市场前景仍有差异,看好国产...
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