The 2025 Consumer Electronics Show (CES) in Las Vegas, USA is about to come to an end, with over 4,500 exhibitors, including 1,400 startups.

Among the 'Seven Sisters' of the US stock market, NVIDIA stands out, while other tech giants like Alphabet, Amazon, and Meta are fiercely competing against each other. Although Tesla and Apple did not set up exhibition areas, their products are also subtly competing.

This year's largest technology event has brought us many interesting new products. This article mainly reviews the major investment opportunities focused on at the 2025 CES: AI Chip (GPU, AI-supporting CPU), Smart Automobile (smart driving chips and technology solutions), AI/AR glasses, Robots, and Smart Home.

New products related to AI Chips are emerging one after another.

$nvidia (NVDA.US)$ 、 Advanced Micro Devices (AMD.US) 、 $Intel(INTC.US)$ and Qualcomm (QCOM.US) New Consumer and Enterprise AI Chips were launched at CES 2025.

The main focus of the Capital Markets is NVIDIA. During the speech, NVIDIA's CEO Huang Renxun introduced the next generation GPU RTX 5090 based on the Blackwell architecture and announced$Micron Technology (MU.US)$that the high bandwidth memory HBM Chip will be supported.

In addition, NVIDIA also launched the next generation automotive processor 'Thor', the key interconnect technology NVLink72 based on the Blackwell architecture, Agentic AI with 'Teat-Time Scaling' capabilities, and the world's smallest personal AI supercomputer - Project Digits.

Among them, the core of the personal AI supercomputer Project Digits is the GB10 Grace Blackwell super chip jointly launched by NVIDIA and MediaTek, which will also be equipped with$Micron Technology (MU.US)$ DDR5X HBM, marking NVIDIA's first foray into the "personal computer" market.

At the same time, the trend of AI for CPU chips in personal computers is also very strong.

Advanced Micro Devices (AMD.US)The Ryzen AI Max chip for high-performance gaming laptops has been launched for the first time. Then there are the AMD AI 300 and AI 300 Pro series chips, designed to run AI PC applications for consumers and enterprise clients. $Intel(INTC.US)$ A new computer equipped with the latest generation Core Ultra processor will be launched for sale this month.

In the secondary market, the launch of AI Chips at the CES exhibition did not shake the stock prices of NVIDIA, AMD, and Intel, but it stirred a 'tsunami' among NVIDIA's partners. After Jensen Huang announced $Micron Technology (MU.US)$ that they are the HBM supplier for NVIDIA's new chip, the stock price continued to rise.

Smart Automobile: In-car Chips are in a 'free-for-all,' and NVIDIA's automotive partners emerge as winners.

In recent years, the automotive industry has accelerated its intelligence, making 'in-car Chips,' which play a decisive role, a benchmark for showcasing cutting-edge technology at the CES exhibition.

During CES 2025, Qualcomm (QCOM.US) A demo car equipped with the Snapdragon Cockpit Supreme Edition platform and Snapdragon Ride Supreme Edition was showcased, while NVIDIA launched the dual-use chip "Thor" for Autos and robots and stated that it will soon collaborate with Honda rose 1.90%. to develop the next generation of autonomous driving technology. Ideal autos (LI.US) 、 $BYD COMPANY(01211.HK)$ 、 Such as $volvo ab unsponsored adr class b (VLVLY.US)$. 、 $XIAOMI-W(01810.HK)$ It is also a customer of NVIDIA Thor.

At this CES, there are also many domestic automakers and automotive-grade chip manufacturers participating, including those showcasing the latest smart cockpit and smart driving features, such as $zeekr(ZK.US)$ In addition, there are also showcases of related components for Smart Automobile, such as $Nanfang Black Sesame Group and Intelligence (02533.HK)$ Self-developed high-performance AI Chip. $Hesai (HSAI.US)$ and high-performance 3D Lidar, etc.

Of course, the big winner at this year's CES is the partner working with NVIDIA in the field of Smart Automobile.

Honda rose 1.90%. Self-Driving Cars technology company $Aurora Innovation(AUR.US)$and NVIDIA announced a long-term Global Strategy partnership, planning to deploy self-driving trucks supported by NVIDIA DRIVE on a large scale; an AI voice system developer for Autos. $Cerence(CRNC.US)$ Announced a deepened collaboration with NVIDIA to enhance the performance of language models in its in-vehicle systems.

After the news was released, the stock prices of NVIDIA's partners surged the next day. $Cerence(CRNC.US)$ The stock prices even skyrocketed over 143% in one night.

Wearable technology: The battle of AI/AR glasses has intensified!

In 2025, CES featured over 4,500 exhibitors, and in terms of exhibited product categories, smart wearable technology can be said to be the mainstream of the CES 2025 launch event. Among the smart wearable categories, smart glasses are undoubtedly the main character.

On the eve of the explosion of smart glasses, manufacturers are gathering, and new products are frequently launched, including $Sony(SONY.US)$ Companies like Thunderbird Innovation and DPVR in China showcased new products related to AI glasses. For example, Thunderbird Innovation and TCL jointly exhibited the AI photography glasses V3 and the AI + AR optical waveguide glasses X3Pro, while DPVR demonstrated XR innovations at CES, and Vuzix unveiled the latest generation of waveguide and smart glasses reference designs.

These AI glasses feature a variety of innovative functions, such as spatial painting, live broadcasting, and retinal projection, and are expected to become an important development direction in the future of Smart Clothing. Notably, most products are expected to officially go on sale in the first half of 2025, so the next six months can be called the true "Battle of the Hundreds of Glasses," and this CES 2025 serves as an unprecedented preview.

According to WellsennXR's prediction, starting in 2025, AR smart glasses will rapidly penetrate the traditional eyewear market. By 2035, AR smart glasses sales are expected to reach 1.4 billion pairs.

Goldman Sachs analysts pointed out that the Ray-Ban Meta smart glasses launched in collaboration with Meta and Ray-Ban have recently gained immense popularity. Application download data from Sensor Tower shows that the download volume of the Meta View supporting application increased by over 200% year-on-year in October. With the development of AI technology, smart glasses have become a new battleground for major tech companies.

GTJA noted in its Research Reports that the past few years have seen the niche positioning of smart glasses struggle mainly due to technical, content, price, and weight issues. With the upgrade of integrated hardware and software technology and the advancement of large AI models, smart glasses are expected to see more explosive products emerge.

Embodied Intelligence: Robots

From emotional companionship service robots, humanoid robots, and dexterous hands to robot components and solutions, this year's CES exhibition feels like a "robot mobilization."

$nvidia (NVDA.US)$ CEO Huang Renxun stated in his speech at this year's exhibition, "The era of robot technology's ChatGPT is coming. Like large language models, world foundational models are crucial for advancing the development of robots and self-driving cars. The open world foundational models will accelerate the next wave of AI."

Although $Tesla (TSLA.US)$ Although he did not exhibit at CES, Musk participated via video connection. According to Musk, Tesla plans to conduct preliminary testing of thousands of Optimus units in early 2025, with the aim of ramping production to 50,000 to 100,000 units by 2026, and increasing tenfold the following year. Musk is confident about the future of humanoid robots, believing it will be one of the greatest products in history.

Despite the enormous potential of the consumer market, analysts believe that humanoid robots are more likely to find widespread applications first in industrial environments and labor forces. Citi's Global Insights Analyst Wenyan Fei pointed out that by 2050, the market size for humanoid robots is expected to reach a staggering 7 trillion dollars. He mentioned that Tesla's Optimus is a typical representative of the humanoid robots currently under development, while more than 50 different humanoid robots are in the research and development stage on the market.

Smart Home

The explosive growth of generative AI platforms has brought new opportunities for Smart Home devices, and CES 2025 witnessed a new surge in Smart Home devices. From Smart Speakers to AI Televisions, technology giants like Google, Amazon, and Apple have injected new vitality into the development of Smart Home devices.

Qualcomm (QCOM.US) 2025 is seen as the inaugural year of "Smart Home 2.0". At this CES conference, Qualcomm showcased a series of Smart Home terminals integrated with advanced technology, including a Smart Refrigerator serving as the hub of the Smart Home, humanoid robots for home services, a generative AI hub for homes, an AI media television supporting conversational AI, and a home electric vehicle charging system supporting energy management.

$amazon(AMZN.US)$ At this exhibition, great attention was given to the debut of its AI-driven Smart Home ecosystem, including the Echo Smart Speaker, Fire TV, Ring security devices, and Astro robot. Amazon is leading in the penetration rate of Smart Home devices, with over 0.3 billion devices globally supporting Alexa (Amazon's Smart Speaker and Smart Voice Assistant).

$Alphabet-A(GOOGL.US)$ At this year's exhibition, it was announced that Google plans to upgrade Google TV by integrating the Gemini large model by the end of 2025. This innovation will bring users an unprecedented intelligent interaction experience, fundamentally changing the way people communicate with their televisions. Google's Google Home and Nest product lines provide support for smart home devices using the Google Assistant integrated into Android smartphones. Google's acquisition of Nest also solidified its position in the smart home field, launching popular products such as the Nest Learning Thermostat and Nest Cam.

$apple (AAPL.US)$ Although not showcased at the exhibition, the HomePod under its brand is also part of the smart home. While not as widely used as competitors, it can serve as a central hub for devices that support HomeKit. Adding smart home controls to iOS devices through the Home app and Siri shortcuts creates a frictionless user experience for a large number of iPhone and iPad users.

In the US stock market, there is a type of Pure Play company rooted in the smart home industry, for example: smart home and security Saas platforms.$Alarm.com(ALRM.US)$ , custom smart home manufacturers $Resideo Technologies(REZI.US)$ , smart home security camera companies $Arlo Technologies(ARLO.US)$ , a provider of Enterprise-level Smart Home and leasing solutions $SmartRent(SMRT.US)$ 。

According to the institutions Statista, by 2025, the revenue of the Smart Home market is expected to reach 174 billion USD, with home penetration reaching 77.6%, and expected to reach 92.5% by 2029; the annual growth rate of revenue (compound annual growth rate from 2025 to 2029) is expected to be 9.55%, with the market size expected to reach 250.6 billion USD by 2029.

Some companies provide key manufacturing components in the Smart Home Industry Chain and are likely to benefit from the market growth of Smart Home, such as those focused on Smart Home Chips and wireless connection modules.$Silicon Laboratories(SLAB.US)$ , providing communication products for Smart Home devices Applied Materials fell by 0.4% and NXP Semiconductors fell by 0.8%. , providing RF (Radio Frequency) and analog chips.$Skyworks Solutions(SWKS.US)$ , edge AI processors.$Ambarella (AMBA.US)$ , general control and sensors.$Universal Electronics(UEIC.US)$ 。

Want to enter the market but find timing difficult? The 'Monthly Contribution Zone' feature can help you. Invest regularly and in fixed amounts to seize investment opportunities! Path: Market > US Stocks > Click 'Monthly Contribution Stocks' > 'Create Monthly Contribution' > Set up.Monthly Contribution Plan.>>

Editor/Rocky