内容来源：https://www.technologyreview.com/2026/01/12/1131193/ces-showed-me-why-chinese-tech-companies-feel-so-optimistic/

内容总结：

中国科技企业亮相CES展，展现AI与机器人领域强劲实力

在近日举办的2024年国际消费电子展（CES）上，中国科技企业的集体亮相成为展会焦点，展现出在人工智能（AI）与机器人等前沿领域的显著优势与乐观前景。

本届CES规模空前，吸引了超过14.8万名参会者与4100余家参展商。其中，中国参展商数量约占总数四分之一，尤其在AI硬件与机器人等细分领域，其存在感尤为突出。多位资深参会者表示，这是自疫情以来中国力量回归最为显著的一届展会。

AI赋能消费电子，中国制造优势凸显

AI无疑是今年展会的核心主题。从个人电脑、智能电视到安全系统，各类产品均强调AI功能集成。在消费级AI硬件领域，中国企业的产品引人注目，例如教育设备与情感陪伴玩具等品类已在中国市场兴起，并开始走向全球。有行业投资人指出，中国强大的制造能力为其在AI消费电子领域提供了独特竞争优势，使许多西方企业难以在硬件赛道上与之抗衡。

家用电器与机器人：从“隐形冠军”到舞台中心

在家用电器领域，中国品牌正以高度成熟与精良的设计改变传统印象。例如，在美国家用清洁机器人市场，中国品牌已占据主导地位，并对国际知名品牌形成竞争压力。诸多面向欧美庭院生活的科技产品，其设计与制造也大多源自深圳等中国创新中心。

人形机器人展区则成为人气最高的区域之一。中国企业带来了精彩纷呈的动态演示，从舞蹈表演到拳击对抗，充分展示了其在机器人运动控制、平衡性与灵巧操作方面的技术积累。尽管当前多数展示仍局限于特定场景，但行业普遍视其为将AI从虚拟世界带入物理世界的关键载体。中国凭借在供应链、制造业基础及电动汽车等相关产业的深厚积累，正积极布局人形机器人产业，其发展逻辑更侧重于快速迭代与规模化能力。

不止于硬件，深耕技术生态与云端未来

中国企业的雄心不止于终端产品。从底层框架、开发工具到物联网与空间数据，中国公司正致力于构建完整的技术栈。开源文化在杭州等创新活跃地区深入人心。同时，产业焦点正从设备转向云端平台、生态系统与企业级解决方案。例如，联想等企业重点展示了其跨设备AI智能体系统及与英伟达在AI云服务领域的合作，反映出行业正竞相发展更强大、更经济的云端AI算力基础设施。

展望：立足中国，面向全球

与会的中国创业者与投资者普遍流露出谨慎乐观的情绪。当前的主流模式已转变为“在中国研发，向全球销售”，并将美国等重要市场视为产品验证与竞争的关键舞台。通过CES这一全球舞台，中国科技企业正自信地展示其从硬件创新到生态构建的全方位竞争力。

中文翻译：

CES让我明白，中国科技公司为何如此乐观
它们正开始主导人工智能和机器人技术的整个领域。

本文原载于我们的每周AI通讯《算法》。若想第一时间在收件箱中读到此类报道，请点击此处订阅。

我几乎是最后一刻才决定参加CES的。假期期间，中国的联系人不断给我发消息谈论他们的出行计划。在无数次收到“拉斯维加斯见？”的询问后，我终于动心了。作为一名常驻美国的中国科技记者，我每年都有这样一周——我负责报道的整个领域似乎都主动来到了我面前，无需经历20小时的飞行。

消费电子展（CES）是全球最大的科技展会，每年一月举行，企业在此发布新产品、宣布新进展。今年，它吸引了超过14.8万名参会者和4100多家参展商。展会遍布拉斯维加斯会议中心（该市最大的展览场地），并延伸至邻近的酒店。

中国长期以来一直是CES的参与者，但今年的表现尤为突出。中国参展商占展会企业总数的近四分之一，在AI硬件和机器人等领域，中国的存在感尤其强大。在展会上，我看到大量中国行业人士穿梭其间，还有许多中国风险投资人。多位经验丰富的CES参会者告诉我，这是疫情后首届中国参展规模令人无法忽视的CES。去年或许已有此趋势，但据报道许多中国参会者遭遇了签证拒签。如今，AI已成为大家前来参会的普遍理由和借口。

不出所料，AI是今年最大的主题，出现在每个展位的墙面上。它既是所有人谈论的焦点，也是一个令人深感困惑的营销噱头。“我们加入了AI”的标签被贴在所有产品上，从合理的（个人电脑、手机、电视、安防系统）到离谱的（拖鞋、吹风机、床架）。

消费级AI设备仍处于早期阶段，质量参差不齐。最常见的类别是教育设备和情感陪伴玩具——正如我最近所写，这些在中国正风靡一时。其中一些令人印象深刻：Luka AI制造了一款能四处走动、看护宝宝的机器熊猫。Fuzozo是一款毛茸茸的、钥匙扣大小的AI机器人，本质上是一个实体化的数字宠物。它内置个性，会根据你的对待方式做出反应。销售这些产品的公司只希望你不要过多思考隐私问题。

01.VC的投资人Ian Goh告诉我，中国的制造优势使其在消费电子AI领域拥有独特优势，因为许多西方公司觉得他们根本无法在硬件领域竞争并取胜。

中国家电企业似乎也处于领先地位。它们制造的产品日益精良，令人惊叹。家用机器人、360度摄像头、安防系统、无人机、割草机、泳池热泵……你知道吗？两个中国品牌基本主导了美国家庭清洁机器人市场，并正在蚕食戴森和Shark的份额。你知道吗？在西方能买到的几乎所有郊区庭院科技产品都来自深圳，尽管那种痴迷后院的生活方式在中国几乎不存在。这些产品设计如此精美，若不刻意寻找，你根本不会意识到它们来自中国。旧的“廉价重复”刻板印象无法解释我所见的一切。离开CES时，我感觉自己急需一次大型家电升级。

当然，家电是一个安全、成熟的市场。在更具体验感的领域，人形机器人吸引了大量人群，中国企业表现尤为出色。每个机器人似乎都在跳舞，风格从迈克尔·杰克逊到K-pop再到舞狮，有些甚至能后空翻。总部位于杭州的宇树科技甚至搭建了一个拳击台，让人们可以“挑战”其机器人。这些机器人拳击手大约只有成人一半大小，比赛常以机器人被击倒告终，但这并非重点。宇树真正展示的是其机器人的稳定性和平衡能力：它们被推搡、在台上踉跄，却能保持直立并在运动中恢复平衡。除了展示此类动态动作，还有令人印象深刻的灵巧性展示：可以看到机器人折叠纸风车、洗衣服、弹钢琴，甚至制作拉花咖啡。

然而，这些机器人中的大多数，即便是优秀的，也仅限于单一技能。它们为展台上的特定任务进行了优化。我曾尝试让一个机器人在我翻转T恤后将其折叠，但它很快就困惑了。

尽管如此，它们作为重要的下一个前沿领域仍备受关注，因为它们可能帮助AI走出文本框，进入物理世界。随着大语言模型的成熟，视觉-语言模型似乎是合乎逻辑的下一步。但随后你会遇到一个大问题：用于训练AI的物理世界数据远少于文本数据。人形机器人既是应用，也是移动的数据收集终端。中国在这方面具有独特优势，得益于其供应链、制造业深度以及相邻行业（电动汽车、电池、电机、传感器）的溢出效应。正如《Rest of World》最近报道，中国已经在发展人形机器人培训产业。

大多数中国企业相信，如果你能大规模制造，你就能创新，他们没错。中国新兴人形机器人产业及其他领域的信心，更多源于“我们能比西方迭代更快”，而非单一突破。

不过，中国企业不仅在销售设备——他们还在科技栈的每一层进行研发。不仅是终端产品，还包括框架、工具、物联网赋能、空间数据。开源文化似乎深入人心；杭州的工程师告诉我，这座被誉为中国新“小硅谷”的城市每周都有AI黑客马拉松。

确实，2026年CES的头条创新不在设备，而在云端：平台、生态系统、企业部署以及“混合AI”（云端+设备端）应用。联想今年举办了最受关注的主舞台活动，没错，有个人电脑——但核心故事是其跨设备AI代理系统Qira，以及与英伟达针对AI云服务提供商的合作提案。英伟达CEO黄仁勋发布了新的数据中心平台Vera Rubin，声称将大幅降低AI训练和运行成本。AMD CEO苏姿丰介绍了另一款为运行大型AI工作负载打造的数据中心系统Helios。这些解决方案指向数据中心不断膨胀的AI计算工作负载，以及真正让云服务变得足够廉价和强大以跟上需求的竞赛。

在与和中国相关的参会者交流时，我感受到的整体情绪是谨慎乐观。在我参加的一个家庭聚会上，来自中国的风险投资人和创始人轻松地与湾区移民打成一片。每个人都在构建些什么。几乎没有人再只想从中国消费者那里赚钱了。新的默认模式是：在中国制造，向世界销售，并将美国市场视为试验场。

深度报道
人工智能
OpenAI的新大语言模型揭示了AI工作的秘密
这个实验模型不会与最大最好的模型竞争，但它可以告诉我们它们为何行为怪异——以及它们到底有多可靠。

量子物理学家缩小并“去审查”了DeepSeek R1
他们成功将这个AI推理模型的体积缩小了一半以上——并声称它现在可以回答中国AI系统中一度受限的政治敏感问题。

基于监狱通话训练的AI模型现在用于检测这些通话中的预谋犯罪
该模型旨在检测何时有人正在“策划”犯罪。

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英文来源：

CES showed me why Chinese tech companies feel so optimistic
They’re starting to dominate entire sectors of AI and robotics.
This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here.
I decided to go to CES kind of at the last minute. Over the holiday break, contacts from China kept messaging me about their travel plans. After the umpteenth “See you in Vegas?” I caved. As a China tech writer based in the US, I have one week a year when my entire beat seems to come to me—no 20-hour flights required.
CES, the Consumer Electronics Show, is the world’s biggest tech show, where companies launch new gadgets and announce new developments, and it happens every January. This year, it attracted over 148,000 attendees and over 4,100 exhibitors. It sprawls across the Las Vegas Convention Center, the city’s biggest exhibition space, and spills over into adjacent hotels.
China has long had a presence at CES, but this year it showed up in a big way. Chinese exhibitors accounted for nearly a quarter of all companies at the show, and in pockets like AI hardware and robotics, China’s presence felt especially dominant. On the floor, I saw tons of Chinese industry attendees roaming around, plus a notable number of Chinese VCs. Multiple experienced CES attendees told me this is the first post-covid CES where China was present in a way you couldn’t miss. Last year might have been trending that way too, but a lot of Chinese attendees reportedly ran into visa denials. Now AI has become the universal excuse, and reason, to make the trip.
As expected, AI was the biggest theme this year, seen on every booth wall. It’s both the biggest thing everyone is talking about and a deeply confusing marketing gimmick. “We added AI” is slapped onto everything from the reasonable (PCs, phones, TVs, security systems) to the deranged (slippers, hair dryers, bed frames).
Consumer AI gadgets still feel early and of very uneven quality. The most common categories are educational devices and emotional support toys—which, as I’ve written about recently, are all the rage in China. There are some memorable ones: Luka AI makes a robotic panda that scuttles around and keeps a watchful eye on your baby. Fuzozo, a fluffy keychain-size AI robot, is basically a digital pet in physical form. It comes with a built-in personality and reacts to how you treat it. The companies selling these just hope you won’t think too hard about the privacy implications.
Ian Goh, an investor at 01.VC, told me China’s manufacturing advantage gives it a unique edge in AI consumer electronics, because a lot of Western companies feel they simply cannot fight and win in the arena of hardware.
Another area where Chinese companies seem to be at the head of the pack is household electronics. The products they make are becoming impressively sophisticated. Home robots, 360 cams, security systems, drones, lawn-mowing machines, pool heat pumps … Did you know two Chinese brands basically dominate the market for home cleaning robots in the US and are eating the lunch of Dyson and Shark? Did you know almost all the suburban yard tech you can buy in the West comes from Shenzhen, even though that whole backyard-obsessed lifestyle barely exists in China? This stuff is so sleek that you wouldn’t clock it as Chinese unless you went looking. The old “cheap and repetitive” stereotype doesn’t explain what I saw. I walked away from CES feeling that I needed a major home appliance upgrade.
Of course, appliances are a safe, mature market. On the more experiential front, humanoid robots were a giant magnet for crowds, and Chinese companies put on a great show. Every robot seemed to be dancing, in styles from Michael Jackson to K-pop to lion dancing, some even doing back flips. Hangzhou-based Unitree even set up a boxing ring where people could “challenge” its robots. The robot fighters were about half the size of an adult human and the matches often ended in a robot knockout, but that’s not really the point. What Unitree was actually showing off was its robots’ stability and balance: they got shoved, stumbled across the ring, and stayed upright, recovering mid-motion. Beyond flexing dynamic movements like these there were also impressive showcases of dexterity: Robots could be seen folding paper pinwheels, doing laundry, playing piano, and even making latte art.
However, most of these robots, even the good ones, are one-trick ponies. They’re optimized for a specific task on the show floor. I tried to make one fold a T-shirt after I’d flipped the garment around, and it got confused very quickly.
Still, they’re getting a lot of hype as an important next frontier because they could help drag AI out of text boxes and into the physical world. As LLMs mature, vision-language models feel like the logical next step. But then you run into the big problem: There’s far less physical-world data than text data to train AI on. Humanoid robots become both applications and roaming data-collection terminals. China is uniquely positioned here because of supply chains, manufacturing depth, and spillover from adjacent industries (EVs, batteries, motors, sensors), and it’s already developing a humanoid training industry, as Rest of World reported recently.
Most Chinese companies believe that if you can manufacture at scale, you can innovate, and they’re not wrong. A lot of the confidence in China’s nascent humanoid robot industry and beyond is less about a single breakthrough and more about “We can iterate faster than the West.”
Chinese companies are not just selling gadgets, though—they’re working on every layer of the tech stack. Not just on end products but frameworks, tooling, IoT enablement, spatial data. Open-source culture feels deeply embedded; engineers from Hangzhou tell me there are AI hackathons every week in the city, where China’s new “little Silicon Valley” is located.
Indeed, the headline innovations at CES 2026 were not on devices but in cloud: platforms, ecosystems, enterprise deployments, and “hybrid AI” (cloud + on-device) applications. Lenovo threw the buzziest main-stage events this year, and yes, there were PCs—but the core story was its cross-device AI agent system, Qira, and a partnership pitch with Nvidia aimed at AI cloud providers. Nvidia’s CEO, Jensen Huang, launched Vera Rubin, a new data-center platform, claiming it would dramatically lower costs for training and running AI. AMD’s CEO, Lisa Su, introduced Helios, another data-center system built to run huge AI workloads. These solutions point to the ballooning AI computing workload at data centers, and the real race of making cloud services cheap and powerful enough to keep up.
As I spoke with China-related attendees, the overall mood I felt was a cautious optimism. At a house party I went to, VCs and founders from China were mingling effortlessly with Bay Area transplants. Everyone is building something. Almost no one wants to just make money from Chinese consumers anymore. The new default is: Build in China, sell to the world, and treat the US market like the proving ground.
Deep Dive
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The experimental model won't compete with the biggest and best, but it could tell us why they behave in weird ways—and how trustworthy they really are.
Quantum physicists have shrunk and “de-censored” DeepSeek R1
They managed to cut the size of the AI reasoning model by more than half—and claim it can now answer politically sensitive questions once off limits in Chinese AI systems.
An AI model trained on prison phone calls now looks for planned crimes in those calls
The model is built to detect when crimes are being “contemplated.”
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