For the global stock market next week, the Consumer Electronics Show (CES) in Las Vegas will provide a variety of "concepts" and "hot spots" that investors love to see in bulk. And judging from this year's situation, in addition to the participating companies, companies that did not come to the conference also had the intention of "stealing the limelight" either explicitly or implicitly.

"Exhibition" and "meeting" in the context of CES refer to those who come to Las Vegas to purchase a booth.More than 4,000 businesses, andKeynote speeches and roundtables hosted by leading consumer industry companies. In several previous CES preview articles from China Finance News, it was invariably mentioned that this year’s Consumer Electronics Show is “surrounded by AI.” This refers to the fact that well-known manufacturers have used AI as the main gimmick for this year’s conference.

It is worth mentioning that although the CES exhibition will not open until Tuesday local time (corresponding to Wednesday Beijing time), manufacturers led by NVIDIA still chose to rush ahead of schedule, so the actual opening time of the "Technology Spring Festival Gala" has already been advanced.0:00 a.m. Tuesday morning, Beijing time.


Note: The current difference between North American Pacific Time (PT) and Beijing time is 14 hours

A sneak peek of CES highlights: Heads of technology giants give a collective speech

According to incomplete statistics from the China Finance Association, the following is the schedule of press conferences to be held by some large companies at CES:


It needs to be emphasized that in addition to Keynote keynote speeches, manufacturers such as Nvidia, Intel, Qualcomm, etc. will also hold press conferences with different themes. So just in a company like Nvidia, inAfter releasing the rumored first "TiSuper" graphics card, it will immediately appear in discussions on different topics such as AR/VR, smart cars, and AI short videos.

It is not difficult to find from the above table that in addition to chip factories, automobile manufacturers are also an important force in CES. In addition to the latest electric vehicles and hydrogen energy solutions from Volkswagen, Mercedes-Benz, Honda, Hyundai and other manufacturers, according to the official introduction of CES, there are also a number of "flying cars" this year - including Xpeng (Xpeng Huitian/HT Flying Car), which is familiar to Chinese investors.


Of course, it’s not just cars that will fly at CES this year. A number of rocket and space satellite companies will also be more prominent, especially atThe "Private Enterprise Moon Landing War" is about to officially start next Monday (January 8).

Beware of Apple and OpenAI “stealing the limelight”

In addition to the companies participating in the exhibition, there are two companies that did not participate in the exhibition this year and received special attention——Apple and OpenAI.

According to market rumors, Apple’s Vision Pro may be launched in the time window of the end of January. Although Apple will not appear at CES, well-known companies such as Meta, HTC, Magic Leap, and a large number of AR/VR startups will showcase their latest products and technologies next week. The market is also paying close attention to how much improvement Qualcomm's latest VR chip can bring.

Not long before this article was published, well-known technology writer Mark Gurman wrote in the latest Technology Weekly: VisionPro has now begun to be shipped in small batches to warehouses across the United States and will be distributed to Apple retail stores. Gurman expected,Apple may release news about Vision Pro next week to steal some of the CES limelight.

Before this week, the market generally believed that Apple would be the company that would most "steal the limelight of CES", but now it seems that OpenAI is also competing.

According to an email OpenAI sent to GPTs creators this week,The company will officially launch GPTStore next week, and a number of "GPTs" are bound to attract global attention. Whether it can steal the limelight of CES depends on how bright the "wisdom of the crowd" is.


Note: GPTStore will be launched next week

A large number of Chinese start-ups appear at CES

Due to factors such as the epidemic, the number of Chinese companies and visitors from China at CES last year was only about one-fifth of what it was three years ago, but this year the situation will change significantly.

Although the specific number of visitors will not be announced until after the meeting, the number of exhibitors has actually "rebounded violently."According to data from the CES official website, among the more than 4,000 exhibiting companies this year, more than 1,000 companies are from China (1,114 from mainland China, 242 from Hong Kong and Taiwan).

What’s even more interesting is that the vast majority of the thousands of Chinese companies are startups and small and micro enterprises, and many companies will appear at EurekaPark’s booths reserved for startups. Alibaba, Tencent, Baidu, and NetEase, which investors are very familiar with, are not on the list of exhibitors. However, last month it was rumored that China's "newest Internet brother" ByteDance, whose "revenue exceeds Tencent", will lead TikTok to appear on the stage in Las Vegas.