届时，英伟达或将正式发布新一代GeForce RTX50系列显卡，包括RTX5090、5080和5060等。据Tom's Hardware等媒体报道，RTX5080显卡预计将于1月21日正式上市。华鑫证券指出，英伟达系列合作品牌接连宣布将在CES 2025上发布新品，预示着在成功消化RTX40系列显卡库存之后，英伟达有望引领GPU技术进入一个全新时代。① NVIDIA CEO Jensen Huang will give a keynote speech at CES 2025, and may unveil the GeForce RTX 50 series graphics cards; ② At that time, Intel and AMD are also expected to release AIPC-related products; ③ According to Brokerage opinions, chip manufacturers are actively promoting the iteration of AIPC chips, and the Industry has overall developed to the stage of user experience exploration.
With CES 2025 approaching, market predictions suggest that the deployment of AI terminals will become a core theme. $Intel (INTC.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $NVIDIA (NVDA.US)$ are also expected to announce products related to AIPC.
According to the CES official website, NVIDIA CEO Jensen Huang will deliver the keynote speech on January 6 local time and present a demo of cutting-edge technological innovations.
At that time, NVIDIA is likely to officially release the new generation GeForce RTX 50 series graphics cards, including the RTX 5090, 5080, and 5060. According to reports from Tom's Hardware and other media, the RTX 5080 graphics card is expected to officially launch on January 21. China Merchants Securities pointed out that NVIDIA's collaborative brands have consecutively announced new products to be released at CES 2025, indicating that after successfully digesting the RTX 40 series graphics card inventory, NVIDIA is expected to lead GPU technology into a new era.
In addition to NVIDIA, AMD and Intel will also release new products during the conference.
According to Intel's official website, the company will deliver a keynote speech titled "The AI Internal New Era" at local time on January 6. As forecasted by foreign media such as TechPowerUp and Wccftech, it will focus on introducing AI features in its upcoming processor series.
Reportedly, Intel is expected to release several new products, namely: Core Ultra 200H/HX processors (Arrow Lake mobile version), Core Ultra 200S (Arrow Lake 35W/65W desktop), and mid-range and workstation 800 series desktop processors. According to Intel executive Michelle Johnston Holthaus, Arrow Lake is a PC processor with AI capabilities.
Regarding AMD, it has also officially announced a press conference titled "AMD at CES 2025" on January 6 at local time. AMD Senior Vice President Jack Huynh stated that they will "showcase next-generation innovations in gaming, AIPC, and business sectors." According to leaks from Wccftech, AMD will launch two PC products: the Radeon RX 9000 RDNA4 GPU and the Ryzen 9 9000X3D Zen5 CPU.
It is worth mentioning that reports indicate AMD will also launch FSR 4 technology, a new generation of super-resolution sharpening technology. This technology will utilize AI machine learning to generate frames, thereby enhancing image quality.
Wanke Securities believes that AIPC possesses five major features: natural language interaction, personal large models, hybrid computing power, open application ecology, and privacy security. It is expected to quickly penetrate the PC market, thereby driving upgrades in the Industry Chain. Chip manufacturers are actively promoting iterations of AIPC chips to solidify the Hardware foundation, and the Industry has progressed from the 'AI Ready' stage to the user experience exploration stage.
In addition to various chip manufacturers showcasing a series of significant updates at CES 2025, various PC brands are also responding. As of now, PC manufacturers, including Lenovo and ROG, have released preheat posters for CES 2025.
Most chip stocks on the U.S. stock market are up in pre-market trading today. $Broadcom (AVGO.US)$ Up more than 2%, $Micron Technology (MU.US)$、 $NVIDIA (NVDA.US)$ 、 $Advanced Micro Devices (AMD.US)$ Increased by more than 1%. $Intel (INTC.US)$ Increased by nearly 1%.
Want to enter the market but find it hard to time? The “Monthly Contribution Zone” feature can help you, allowing you to invest at regular intervals and seize investment opportunities!
Market > US Stocks > Click on “Monthly Contribution Stocks” > “Create Monthly Contribution” >Set up a monthly payment plan.
编辑/jayden
