CES 2025 Preview: Highlight the Key Points! Focus on AI Stories and the Stock Market...

TradingKey - The annual CES 2025, the world's largest technology event, will be held in Las Vegas, the United States, from January 7th to 10th local time. The market anticipates that AI will be the core theme of this year's exhibition.

In terms of the schedule, some well-known enterprises will hold press conferences on January 6th before the opening of the conference, including companies like NVIDIA, AMD, Intel, Samsung, and Sony.

● Chinese Manufacturers Remain the Main Force

According to the list of exhibitors released by CES officially, about 1,500 Chinese enterprises will participate in the exhibition this year, which is more than that in 2024 CES, accounting for approximately 30%.

Media reports say that Lenovo, TCL, and Hisense have arranged high-level exhibitions. Alibaba Cloud and BYD Lithium Battery Company are returning to this year's exhibition. ByteDance participated last year but is absent this year, though its subsidiary TikTok is still exhibiting. XPENG AEROHT will display its modular flying car - the "Land Aircraft Carrier".

● Chip Giants to Make a Grand Appearance, Jensen Huang's Speech

Jensen Huang, the CEO of NVIDIA, a leader in the AI field, will give a keynote speech, which will be the most anticipated event throughout the CES 2025 exhibition. Huang will showcase the first batch of GeForce RTX 50 series graphics cards, including RTX 5090, 5080, and 5060.

Before Huang's speech, AMD and Intel will take the stage first. The market anticipates that AMD will release the Radeon RX 9070 XT graphics card, and the new graphics card may compete with NVIDIA's RTX 4080. The Strix Halo processor has also become a focus.

Intel, which was mired in multiple difficulties last year, will focus on AI PC technology and release the Arrow Lake-H series AI PC chips.

● Extension of the AI Industry

AI Humanoid Robots: It is reported that NVIDIA will release a new generation of humanoid robot chips, Jetson Thor, which will provide powerful computing capabilities and processing speeds for humanoid robots.

AI Glasses: Meta and Samsung's AR headsets have attracted much attention, and many start-ups and vertical enterprises will also display new smart glasses products.

For example, Thunderbird Innovation, invested by TCL, announced that it will display AI shooting glasses, AI + AR waveguide glasses, etc.; DPVR will bring new XR mixed reality and AI glasses products; computer hardware manufacturer Thunderobot Technology unexpectedly announced that it will display three AI glasses products.

AI Home Appliances: Hisense is focusing on AI and has put forward the slogan "AI Your Life"; Samsung will display AI refrigerators, etc.

AI Mobility: The market anticipates that Amazon AWS will, at the partner display booths, showcase cloud services and solutions created for the automotive, mobility, manufacturing, and transportation industries; Tesla will announce updates to its autonomous driving software, bringing more advanced AI algorithms.

Before the market opened on January 6th, AI concept stocks all rose. TSMC rose by about 5%, NVIDIA rose by about 3%, and Microsoft rose by more than 1%.

Microsoft recently released a report listing the "Six Major AI Trends in 2025": AI models becoming more powerful; AI agents changing the way of working; AI companions providing support for daily life; more efficient utilization of AI resources; testing and customization becoming the key to building AI; AI accelerating scientific breakthroughs.