核心观点：
【“科技春晚”CES即将开幕，中美科技企业同台竞技秀肌肉】
1月6日，被誉为“科技春晚”的国际消费电子展（CES 2026）将在美国拉斯维加斯启幕。本届展会以 “Innovators Show Up” 为主题，聚焦AI技术从概念走向现实的革命性突破。根据现有的统计信息显示，今年CES总共有4112家企业参展，中国和美国仍旧是主流。英伟达的芯片，AI大模型的进化。两者都是本次CES2026的最大亮点，全世界都关注算力基础与AI大模型的发展。尤其是具身智能和人形机器人产业，AI大模型的进化快慢，严重影响着人形机器人落地应用的速度。近几年来，CES已经成为前沿AI硬件概念的主要秀场，各类智能眼镜、可穿戴设备通过这个平台走进全球投资者和消费者的视野。CES将集中展示这一趋势，包括AI赋能的机器人、可穿戴设备（如AI智能眼镜），以及一大批面向数字健康和智能家居场景的端侧（on-device）AI消费产品。”
快思慢想研究院院长、特邀评论员田丰接受媒体采访时分享以下观点：
1.本次CES预计有哪些亮点？
田丰：第一个亮点，英伟达、特斯拉、Figure、优必选、维他动力等企业将展示新一代人形机器人，其核心差异在于是否搭载了能在本地实时推理的多模态大模型，是否需要远程遥操作控制。例如，基于 NVIDIA NIM 微服务架构或定制化端侧Transformer模型的机器人，将首次实现“感知-决策-执行”闭环在设备端完成，大幅降低延迟与依赖网络。这标志着人形机器人从实验室演示迈向工厂、家庭等真实场景的关键一步。
第二个亮点，AI可穿戴设备的“感知”升级，下一代AI终端与智能手机最大的不同在于能实时感知环境、情境，进而驱动自然协同的人机交互体验。Meta、Apple、华为、小米等将推出第二代AI智能眼镜，除了语音助手、AR显示外，更能通过多传感器融合（眼动、语音、环境光、生物信号）和本地运行的小型语言模型（如Llama-Edge、Phi-on-Glass），实现“主动理解用户意图”。例如，眼镜能根据你注视的商品自动比价，或在会议中实时生成摘要并提示关键行动项——这背后是端侧AI芯片（如高通S8、苹果R1增强版）与模型压缩技术的胜利。
第三个亮点，AI物联环境的“无感控制”，AI主动控制比计算更具有商业价值。本届CES将涌现大量“看不见AI”的产品：睡眠监测床垫通过毫米波雷达+边缘AI判断呼吸异常；厨房设备能识别食材并推荐菜谱；甚至宠物项圈都能分析情绪。这些产品不再强调“AI功能”，而是将智能无缝嵌入生活流——这正是AI成熟化的标志。
2.CES2026是开年首个产业盛会，具备行业风向标作用，您是否认同？
田丰：基本认同，与其说CES是“风向标”，不如把它看成“试金石”，全球具有敏锐洞察力和高要求的种子用户、分析师、投资人齐聚展会，用脚投票区分“真场景”与“伪需求”，其实每年的CES新品发布在一年后都有相当比例被淘汰换新、或拿到更多投资抢占新兴市场份额。
第一，资本与产品周期高度耦合：CES 已成为VC判断年度投资方向的关键窗口。2024–2025年，a16z 在AI硬件领域投了超30家公司，其中近半数选择在CES首发产品以验证市场反馈。展会表现直接影响Q1融资节奏。
第二，技术落地的“压力测试场”：过去AI多停留在PPT或Demo，而CES要求产品必须可触摸、可交互。今年参展商普遍强调“量产时间表”和“BOM成本”，说明行业已从概念炒作进入商业兑现期。
第三，生态联盟的形成节点：芯片厂（NVIDIA、高通）、模型公司（Anthropic、MiniMax）、OEM（三星、联想）将在CES期间宣布联合方案。例如，“高通芯片 + 中国大模型 + 美国硬件”组合将成为新常态——这种跨太平洋协作，只有在CES这样的中立平台才能高效促成。
3.本次CES是否还将成为中美科技企业同台竞技的舞台，为什么？
田丰：是的，中美科技企业竞争、合作主要聚焦在以下几个领域：
1）算力基础设施竞争：美国仍主导高端AI芯片（NVIDIA Blackwell Ultra），但中国企业在RISC-V架构、存算一体芯片（如寒武纪、地平线）上加速突围，试图绕开制裁构建自主生态。
2）应用场景落地竞争：中国公司在智能家居、电动出行、消费机器人等领域具备更强的制造整合与市场迭代能力。例如，乐森、追觅等品牌已实现人形机器人在制造、仓储、零售、医疗等厂家的小批量交付，而多数美国初创公司仍处POC阶段。
3）“模型软件+新硬件+芯片”的跨国匹配：美国拥有顶尖的AI芯片、基础模型、全球市场客户资源，但缺乏低成本硬件载体；中国企业有强大ODM能力，也涌现出DeepSeek、通义千问等领先性能的开源模型。在经历过去5年的地缘政治“寒冬”后，有可能出现中美产品协同创新的“早春”，比如“中国算法-美国芯片-中国制造-全球场景”的产业链协作，本次CES上能看到中国机器人初创公司（如宇树、智元）采用NVIDIA Jetson Orin芯片，美国AR眼镜品牌通过深圳代工厂实现快速迭代。
4）中美设备互操作性合作：全球用户市场需要统一体验。消费者不关心技术国籍，只关心产品是否好用、生态是否连贯。若中美各自建立互不兼容的AI家居标准（如Matter vs. China AIoT Alliance），将导致市场碎片化，损害双方利益。CES作为全球消费电子风向标，有动力、有资源促成最低限度的互操作性协议（如语音指令格式、设备发现机制），尤其是在AI安全、数据隐私、机器人伦理等领域，CES期间或将出现首个中美联合发起的端侧AI互操作性倡议——AI革命不是零和游戏。
被誉为“科技超级碗”的2026年国际消费电子展（CES）于1月6日在拉斯维加斯开幕。展会从周二持续到周五，期间国内人形机器人接近实际应用部署，自动驾驶技术迅速进步，轻量级人工智能（AI）和增强现实（AR）眼镜进入主流市场。
据报道，在CES 2026上，人形机器人的焦点变成了中、美、韩三国公司的三方角逐。中国企业如宇树科技和智元凭借其人形及四足机器人展示了在量产和实际部署方面的实质性进展，引起了关注。
宇树科技向媒体表示，它在CES上展示了全系列机器人，包括最新发布的人形模型H2、R1和G1，以及四足机器人A2和Go2。
特别是G1人形机器人的拳击版本因其在现场演示中的表现而特别引人注目。该机器人配备了自主研发的高响应动态平衡算法和关节驱动技术，在快速近距离动作中表现出稳定的移动能力。宇树科技员工称，机器人的敏捷性和控制力赢得了参观者的反复掌声，被他们称为“机器人界的李小龙”。
智元告诉媒体，它展示了行业内最全面的具身机器人组合之一，背后是累计5000台机器人的出货量，突显了其从高级研发到规模制造和实际部署的转变，而此时许多人形机器人行业仍处于原型或试点阶段。
展示的产品线包括智元A2全尺寸人形机器人、G2工业机器人和D1四足机器人，针对的应用范围从公共互动到工业部署再到复杂环境操作。
美国方面，波士顿动力发布了其全电动Atlas机器人的生产版本，设计用于从-20°C到40°C的工业环境中自主运行。据The Verge报道，该公司估计将从2028年起每年生产3万台机器人。
韩国方面，媒体报道强调的是以生态系统为导向的合作。该国突出展示了由三星支持的Rainbow Robotics领导的“K-Humanoid”联盟，及其HMND-01 Alpha——一款轮式工业人形机器人，身高2.2米，载重能力为15公斤，突显了韩国将其机器人供应链从核心组件整合到完整系统的努力。
在智能设备领域，中国公司正通过专注于轻量级、面向消费者的AI硬件来增强其存在感。
Rokid工作人员告诉媒体，一款AI眼镜装置在CES上成为吸引人群的亮点，让参观者能够看到设计和实时显示内容，并直观地感受到产品在日常使用中的工作方式。
他们说，公司的主打展品是其49克的AI眼镜，看起来像普通眼镜，并采用衍射波导技术提供全天候舒适性，突显了Rokid在轻量化大规模生产方面的进展。展位上，Rokid展示了在一个模拟咖啡馆中的翻译和支付功能，表明该产品已经在使用中，在115个国家有销售，活跃用户超过10万。
另一家中国AR AI眼镜公司影目科技告诉媒体，这是它第二次参加CES，新推出的INMO GO3首次在海外亮相。该公司表示，此次展览既是一次技术展示，也是拓展海外市场的一个步骤，并计划为GO3启动国际众筹，加速通过全球线上和线下渠道推出其全部产品线。
自动驾驶和基础AI已成为中美公司之间的关键战场。
北京社会科学院副研究员王鹏表示，CES现场凸显了中美科技公司在优势上的明显差异。中国企业得益于一体化供应链和成本效率，能够在家庭服务和智能设备等领域实现快速大规模生产和场景驱动创新，而美国企业在芯片和显示器等核心技术以及全球平台和高端工业市场上保持领先。
他还补充说，对于走向世界的中国科技公司而言，成功取决于灵活部署和开放生态系统，从跟随技术转向需求驱动的发展，加强核心能力，升级品牌并参与国际标准制定，从而超越价格竞争，迈向价值和规则制定。
前中国AI软件巨头商汤科技智能产业研究院院长、快思慢想研究院院长田丰告诉媒体，CES已经成为一个同时展现中美之间竞争与合作的平台。
田丰指出，虽然美国在高端AI智能芯片方面仍然领先，但中国企业正在通过RISC-V和存算一体方法加速突破。在智能家居、电动出行和消费机器人等领域，中国企业显示出更强的市场应用势头，而在模型、芯片和制造方面的互补优势正在创造跨境合作的新空间。
英文版原文：
Chinese tech firms draw crowds at CES as global AI rivalry heats up
Chinese tech companies stepped up their global competition as the 2026 Consumer Electronics Show (CES), often dubbed the "Super Bowl of tech," opened in Las Vegas. The event runs from Tuesday to Friday, with domestic humanoid robots edging closer to real-world deployment, autonomous driving technologies advancing rapidly, and lightweight artificial intelligence (AI) and augmented reality (AR) glasses breaking into the mainstream.
At CES 2026, the humanoid robotics spotlight turned into a three-way contest among companies from China, the US and South Korea, reports said. Chinese players such as Unitree and Agibot drew attention with humanoid and quadruped robots that underscore tangible progress in mass production and real-world deployment.
Unitree Robotics told the Global Times that it showcased its full range of robots at the CES, including newly released humanoid models H2, R1 and G1, alongside quadruped robots A2 and Go2.
The boxing version of the G1 humanoid drew particular attention for its performance in live demonstrations. Equipped with self-developed high-response dynamic balance algorithms and joint-drive technology, the robot demonstrated stable movement during fast, close-range action. Unitree's staff said that the robot's agility and control drew repeated applause from visitors, who dubbed it the "Bruce Lee of robots."
Agibot told the Global Times that it showcased one of the industry's most comprehensive embodied robotics portfolios, backed by cumulative shipments of 5,000 robots, highlighting its transition from advanced research and development to scaled manufacturing and real-world deployment at a time when much of the humanoid robotics sector remains in the prototype or pilot stages.
The lineup featured Agibot's A2 full-sized humanoids, G2 industrial robots and D1 quadruped robots, targeting applications ranging from public interaction to industrial deployment and operations in complex environments.
On the US side, Boston Dynamics unveiled the production version of its fully electric Atlas robot, designed for autonomous operation across industrial environments ranging from -20 C to 40 C. The company estimates it will produce 30,000 robots annually starting in 2028, according to Verge.
On the South Korean side, the emphasis was on ecosystem-led collaboration, according to media reports. The country highlighted the "K-Humanoid" alliance, led by Rainbow Robotics with backing from Samsung, featuring the HMND-01 Alpha—a wheeled industrial humanoid standing 2.2 meters tall with a 15-kilogram payload—underscoring South Korea's push to integrate its robotics supply chain from core components to complete systems, according to media reports.
In the smart device segment, Chinese companies are stepping up their presence with a focus on lightweight, consumer-ready AI hardware.
Rokid staff told the Global Times that an AI glasses installation roughly the height of a person became a crowd draw at CES, allowing visitors to see both the design and real-time display content, and offering an intuitive sense of how the product works in daily use.
They said that the company's flagship exhibit was its 49-gram AI glasses, which resemble ordinary eyewear and use diffractive waveguide technology for all-day comfort, underscoring Rokid's progress in lightweight mass production. At the booth, Rokid demonstrated translation and payment in a mock cafe, underscoring that the product is already in use, with sales in 115 countries and more than 100,000 active users.
Another Chinese AR AI glasses company, inmo, told the Global Times that this marked its second appearance at the CES, with the newly launched INMO GO3 making its overseas debut at the show. The company said that the exhibition was both a technology showcase and a step toward expanding overseas markets, adding that it plans to launch international crowdfunding for GO3 and speed up the rollout of its full product lineup through global online and physical channels.
Autonomous driving and foundational AI have emerged as key battlegrounds between Chinese and US firms.
Autonomous driving and foundational AI remain central to competition between Chinese and US companies. Nvidia told the Global Times that its Alpamayo open-source models, simulation tools and datasets are designed to address the most challenging long-tail scenarios in autonomous driving. By incorporating reasoning models with chain-of-thought capabilities, vehicles can move beyond perception to make causal judgments in unfamiliar situations, improving safety and transparency.
Chinese automakers are also moving quickly to catch up in the technological sector.
Great Wall Motor brought its full lineup to the CES, highlighting new-energy technologies such as the Hi4-Z platform, semi-solid-state batteries and hydrogen fuel cells, alongside AI developments including its ASL 2.0 agent and VLA (Vision-Language-Action) -based large-language model.
Geely announced a shift to "All-Domain AI 2.0," unveiling its World Action Model, which combines VLA with a world model. The move reflects a broader push toward large-language models, end-to-end systems and human-like reasoning in autonomous driving.
Wang Peng, an associate researcher at the Beijing Academy of Social Sciences, said that the CES floor highlighted clear differences in strengths between Chinese and US tech firms. Chinese companies benefit from integrated supply chains and cost efficiency, enabling rapid mass production and scenario-driven innovation in areas such as home services and smart devices, while US firms maintain an edge in core technologies such as chips and displays, as well as in global platforms and premium industrial markets.
He added that for Chinese tech companies going global, success hinges on agile deployment and open ecosystems, shifting from technology-following to demand-driven development, strengthening core capabilities, upgrading brands and engaging in international standard-setting to move beyond price competition toward value and rule-making.
Tian Feng, president of the Fast Think Institute and former dean of Chinese AI software giant SenseTime's Intelligence Industry Research Institute, told the Global Times that the CES has become a platform where competition and cooperation between China and the US unfold simultaneously.
Tian noted that while the US still leads in high-end AI intelligence chips, Chinese firms are accelerating breakthroughs via RISC-V and computing-in-memory approaches. Chinese companies show stronger momentum in bringing applications to market in areas such as smart homes, e-mobility and consumer robotics, while complementary strengths in models, chips and manufacturing are creating new room for cross-border collaboration.
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