CITIC SEC's Research Reports indicate that the 2025 International Consumer Electronics Show (CES 2025) will be held from January 7-10, 2025, in Las Vegas, expected to attract over 130,000 attendees, with more than 1,300 exhibitors from China, a historic high. The annual CES exhibition is an important showcase for Hardware products and provides strong guidance on Industry development trends. CITIC SEC believes the key phrase for CES 2025 is "AI Accelerates Implementation." Given the rapid enhancement in large model understanding and interaction capabilities combined with the significant decrease in external API call costs, the implementation of AI at the edge is expected to flourish. It is advised to focus on Industry Chain companies positioned in core segments like AI phones, AIoT (glasses, Smart Home, etc.), AI PCs, and Siasun Robot&Automation.
中信证券：CES 2025关键词为“AI加速落地” 建议关注在AI手机等卡位核心环节的产业链公司
CITIC SEC: The key phrase for CES 2025 is "AI Accelerates Implementation," suggesting attention to Industry Chain companies positioned in core segments like AI phones.
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