CES 2025与国家数据基础设施建设指引：AI产业链投资机会展望

CES 2025：AI应用落地加速，机器人产业持续突破

2025年CES展会集中展示了AI技术在多个领域的快速落地，尤其在端侧AI、智能驾驶和机器人领域取得显著进展。

• 端侧AI: AI陪伴机器人市场蓬勃发展， exemplified by Ropet from Beijing Mengyou Technology and other AI pet products showcased at the event. The launch of Meta’s new AI glasses, Meta RayBan, spurred a wave of similar products from Chinese manufacturers. This trend highlights the increasing sophistication and accessibility of AI technology.

• 智能驾驶: Leading automotive safety companies like Mercedes-Benz, Jaguar Land Rover, and Volvo are deploying the DRIVE Hyperion platform, leveraging NVIDIA’s DRIVE AGX Thor chip for enhanced performance and safety. This signals a significant leap forward in autonomous driving capabilities, moving closer to commercial viability.

• 机器人产业: NVIDIA’s launch of the Cosmos platform, offering world-foundation models, is accelerating physical AI development. Companies like 1X, Agility Robotics, XPeng Motors, Uber, and Waabi are already collaborating, signifying a potential paradigm shift in robotics akin to ChatGPT’s impact on natural language processing.

The accelerated pace of AI application deployment at CES 2025 is driven by two key factors: robust AI computing infrastructure provided by industry leaders like NVIDIA, and proactive development and commercialization of AI-powered products across various sectors. This positive momentum strongly suggests promising investment opportunities within the AI industry chain.

国家数据基础设施建设指引：数据要素政策组合拳

The release of the “National Data Infrastructure Construction Guide” in January 2025 marks a significant step towards establishing a comprehensive national data infrastructure. The guide outlines a phased approach:

• 2024-2026: Focus on pilot programs and establishing standardization for interoperability.
• 2027-2028: Achieve nationwide coverage of major and medium-sized cities, enabling large-scale data circulation.
• 2029: Establish a fully functional national data infrastructure, fostering a collaborative and reliable data ecosystem.

This policy initiative, coupled with existing supportive regulations, creates a powerful synergy driving the growth of China’s data element market. The substantial market potential makes the data element industry an attractive investment prospect.

市场回顾与投资建议

The communication sector underperformed the broader market this week (January 6-10, 2025). The report lists a number of recommended and suggested stocks across various segments of the telecom, data infrastructure, and AI industries, including but not limited to: operators, equipment manufacturers, server providers, optical modules and chips, data centers, satellite internet companies, PCB manufacturers, and various AI-related hardware and software companies. A complete list is provided in the original article.

风险提示

The report also notes several key risks, such as intensified market competition, slower-than-expected technological breakthroughs, unmet demand from downstream markets, and fluctuating raw material prices. Investors should carefully consider these risks when making investment decisions.

免责声明: 本文仅代表第三方观点，不代表和讯网立场。投资者据此操作，风险请自担。