彭博《Tech In Depth》指出，CES 将于 2026 年 1 月 4 日在拉斯维加斯开幕，AI 让这场展会重新成为消费科技的年度「起点」。作者从香港飞赴现场，并提到其编辑已参加 10 次；今年美国品牌如苹果缺席，但英伟达黄仁勋等仍具主导声量，亚洲厂商则预计占据更多曝光。

文中以多个量化讯号凸显「重估」与资金偏好：管理规模超过 5 亿美元的跨资产基金排名中，中国基金拿下前 20 名中的 13 席，且其中 7 档年度回报超过 100%，策略核心是大押科技股。与此同时，晶片与 AI 竞争升温，包含 Biren 以 7.17 亿美元香港 IPO 后上市走强、以及 DeepSeek 发表更高效率训练框架论文。

企业叙事也正被 AI 改写：联想将在 CES 发表主题演讲并强调端侧与软体 AI，TCL 扩大展位、海信配合 2026 年世界杯行销；关税与供应链自给仍是变数。CTA 执行长 Shapiro 在 CES 前两度访亚，称疫情后中国参展持续上升；另有 2025 年甲骨文董事长 Ellison 净资产增加 577 亿美元、公司股价上涨 17% 等数据，与华尔街对 2026 年「700+」项展望相互呼应。

Bloomberg’s Tech In Depth frames CES 2026 in Las Vegas as an AI-driven reset for consumer tech, starting Jan. 4, 2026. The writer flies in from Hong Kong and notes a colleague has attended 10 times, underscoring how the show’s hype and signaling function has intensified. With some US brands (including Apple) skipping, Asian companies are positioned to capture more airtime, while Nvidia’s Jensen Huang remains a major draw.

The piece highlights quantifiable “revaluation” signals: among cross-asset mutual funds managing over $500 million, China took 13 of the world’s top 20 spots, and seven Chinese funds posted returns above 100% by leaning heavily into tech stocks. In parallel, China’s AI and chip push shows up in company and research milestones, including Biren’s debut after a $717 million Hong Kong IPO and DeepSeek’s efficiency-focused training framework paper.

Companies are using AI to redefine identity and market share ambitions: Lenovo touts on-device and software AI ahead of a CES keynote, while TCL and Hisense scale up visibility despite tariff headwinds. The CTA chief made two Asia trips pre-CES and said Chinese participation keeps rising post-pandemic amid trade frictions. Other numeric markers include Oracle chairman Larry Ellison’s $57.7 billion 2025 net-worth gain tied to a 17% stock jump, alongside a Wall Street outlook spanning 700+ calls for 2026.