The tech gala is here! Can CES 2026 ignite a tech rally?

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The world's largest technology event, CES 2026, is about to kick off! Jensen Huang and Lisa Su will appear on the same day. These investment opportunities are worth watching in advance!

As the opening highlight of the technology industry in 2026, the annual global tech event CES will take place from January 6 to 9.

For the capital markets, CES is far more than just a showcase for new products;it serves as a crucial vanguard for forecasting industry cycles over the next three to five years.Innovative technologies unveiled at the exhibition often signal mass production schedules within the next six to twelve months, directly impacting the order visibility and earnings realization capabilities of related supply chain vendors.

The most critical barometer of this year’s event will be the head-to-head showdown among the three semiconductor giants: NVIDIA, AMD, and Intel.Their upcoming keynote speeches will define the pace and direction of AI development from the upstream level, illuminating the latest trend beacons for investors amidst uncertainty.

At this point, fellow investors are likely wondering:What are the core highlights of the three semiconductor giants’ speeches that merit deeper analysis? And what investment themes are hidden behind this technological feast for investors?Next, let us highlight the key points for everyone.

What are the key takeaways from the speeches of the three major chip giants?

Without a doubt, NVIDIA CEO Jensen Huang's speech will be the main attraction at CES.In addition to the highly anticipated next-generation GPU graphics cards, Huang is expected to delve into 'Physical AI,' showcasing how robots can acquire human-like perception and decision-making capabilities.

Moreover, in response to the energy consumption bottleneck of AI computing power, NVIDIA’s promoted 800V high-voltage direct current (HVDC) architecture is expected to become an industry standard. This represents not only a technological upgrade but also a fundamental reshaping of the data center power supply chain.

The Wedbush Securities team, led by well-known Wall Street tech stock bull Dan Ives, wrote:We anticipate that Jensen Huang will focus heavily on data centers, Physical AI, and robotics technology during his keynote speech.We believe that looking ahead to 2026, Jensen Huang will also focus on discussingthe Cosmos foundational model platformand its latest advancements in accelerating AI system development,using this as a segue into elaborations on autonomous technologies such as self-driving vehicles.

AMD CEOLisa SuHer keynote speech is also highly anticipated, with the market focusing on her four major strategic initiatives:

The first is computational power upgrades,Lisa Su is expected to release the latest information on the MI400 series GPU, a key weapon for AMD to challenge NVIDIA's dominance in the data center market.

The second highlight is the Zen 6 architecture processor, which is regarded as an "Intel killer,"manufactured using Taiwan Semiconductor's 2-nanometer process and paired with the Ryzen 7 9850X3D chip, expected to further solidify its leadership in the high-performance PC market.

On the application front,Lisa Su will showcase an integrated solution encompassing CPU, GPU, and NPU, aiming to demonstrate superior cost-performance advantages over Intel and Qualcomm amid the AI PC adoption wave.

finally,By incorporating FPGA technology, AMD will define its「‘From Cloud to Edge’」comprehensive AI solution, showcasing unique ecosystem synergies.

Intel’s presentation will be led by Jim Johnson, Senior Vice President and General Manager of the Client Computing Group.。The market anticipates that this speech will address the core dynamics of AI PCs. In addition to officially unveiling next-generation endpoint and edge computing solutions powered by the Intel Core Ultra Series 3 processors, Johnson will also provide an in-depth analysis of key platform technologies and elaborate on how Intel’s latest strategic initiatives continue to solidify its leadership position within the PC ecosystem.

What are the key investment themes hidden behind this technological showcase?

As reflected in the theme ‘AI Forward,’ the focus of this year’s CES lies in the practical implementation of AI. This trend not only drives the physical applications of robotics and autonomous driving but has also sparked significant demand for efficient power distribution with NVIDIA CEO Jensen Huang endorsing the 800V HVDC architecture.For investors, two major areas of opportunity at CES merit attention: 1. Robotics and autonomous driving (embodied intelligence); 2. 800V HVDC power architecture (AI infrastructure).

I. Robotics and Autonomous Driving (Embodied Intelligence)

🤖Robotics industry

Previously,"Jensen Huang Defines New AI Wave! Physical AI May Herald a New Era—Could These Two Industries Be Poised for Takeoff?"A previous article reviewed the robot-related concept stocks in the Hong Kong and US stock markets, as detailed below:

U.S. stock market

Among them,Logistics robotics sector: $Amazon (AMZN.US)$ , the leading warehouse robotics company $Symbotic (SYM.US)$ , which provides "last-mile" food delivery services for Uber Technologies' takeaway platform $Serve Robotics (SERV.US)$ , warehouse robots $ATS Corp (ATS.US)$ 、 $Guardforce AI (GFAI.US)$ ；

Robotics software field: $NVIDIA (NVDA.US)$ 、 $PTC Inc (PTC.US)$ 、 $Palladyne AI (PDYN.US)$ 、 $Mobilicom (MOB.US)$ 、 $Qualcomm (QCOM.US)$ ；

Industrial robotics sector: $Tesla (TSLA.US)$ 、 $Honeywell (HON.US)$ 、 $Teradyne (TER.US)$ 、 $Lincoln Electric (LECO.US)$ ；

Robotics automation sector: $Rockwell Automation (ROK.US)$ 、 $Zebra Technologies (ZBRA.US)$ 、 $Cognex (CGNX.US)$ 、 $UiPath (PATH.US)$ 、 $Pegasystems (PEGA.US)$ 、 $Myomo (MYO.US)$ ；

In the field of medical robotics: $Medtronic (MDT.US)$ 、 $Stryker Corp (SYK.US)$ , developer of intelligent robotic radiosurgery systems $Accuray (ARAY.US)$ 、

Intuitive Surgical, the global leader in surgical robots, surgical robot provider $PROCEPT BioRobotics (PRCT.US)$ 、

A global leader in electrophysiology innovation and robotic technology $Stereotaxis (STXS.US)$ , leading rehabilitation robot company $Lifeward (LFWD.US)$ 、

Laparoscopic surgical robot led by Bill Gates $Vicarious Surgical (RBOT.US)$ , pharmacy dispensing robot $Omnicell (OMCL.US)$ ；

Defense Robots: $AeroVironment (AVAV.US)$ 、 $Kratos Defense & Security Solutions (KTOS.US)$ 、 $Lockheed Martin (LMT.US)$ 、 $Northrop Grumman (NOC.US)$ 、 $Boeing (BA.US)$、 $General Dynamics (GD.US)$ 、 $Teledyne Technologies (TDY.US)$ 、 $RTX Corp (RTX.US)$ 、 $Textron (TXT.US)$ 、 $L3Harris Technologies (LHX.US)$ 、 $Elbit Systems (ESLT.US)$ 、 $Nauticus Robotics (KITT.US)$ ；

Consumer robots: robotic vacuum cleaner $iRobot(Delisted) (IRBTQ.US)$ ；

Service robots: developer of cleaning, delivery, and cooking service robots $Richtech Robotics (RR.US)$ 。

Hong Kong Stock Market

The Hong Kong stock market,Original equipment manufacturers (OEMs) are worth paying attention to. $UBTECH ROBOTICS (09880.HK)$ 、 $DOBOT (02432.HK)$ 、 $MEDBOT-B (02252.HK)$ 、 $HK ROBOTICS (00370.HK)$ 。

Ubtech Robotics is the first humanoid robotics company listed on the Hong Kong Stock Exchange, boasting full-stack humanoid robotics technology advantages and recently securing a new order for humanoid robots worth 250 million yuan.

Dobot Robotics is the world's first company to launch an embodied robot platform integrating 'robotic arms, humanoid, and hexapod' technologies.

MicroPort Robot is currently the world's only surgical robotics company covering five 'golden tracks': endoscopic, orthopedic, peripheral vascular, natural orifice, and percutaneous puncture procedures.

In addition,As$XIAOMI-W (01810.HK)$、 $XPENG-W (09868.HK)$、 $CATL (03750.HK)$、 $CATL (03750.HK)$、 $SHOUCHENG (00697.HK)$、 $SANY INT'L (00631.HK)$All have made cross-industry bets on robotics.

$XIAOMI-W (01810.HK)$ In 2022, Xiaomi released its first full-size humanoid biomimetic robot, CyberOne (Iron Giant). This year, Xiaomi has been progressively implementing the use of CyberOne (Iron Giant) in its manufacturing lines.

$XPENG-W (09868.HK)$ As early as 2020, the company entered the humanoid robotics market and launched its first humanoid robot, 'Iron,' in 2023. It officially entered the intelligent robotics field, benchmarking against Tesla’s 'Tesla Bot'.

According to reports, $CATL (03750.HK)$ Starting from late 2024, the company began increasing its investment in the robotics sector. It has since established a team of dozens of people in Shanghai, focusing on independent research and development of robot bodies, control systems, and human-robot interaction algorithms. The preliminary plan includes manufacturing robotic arms, AGVs, and other industrial robots for application in battery factories.

$MIDEA GROUP (00300.HK)$ Recently, Midea Group established a humanoid robotics innovation center to intensify efforts in R&D within related fields. In March this year, Midea Group unveiled its prototype humanoid robot for the first time. This robot is capable of performing multiple actions such as handshaking, offering water, making heart gestures, dancing, opening bottle caps, and tightening screws.

$SHOUCHENG (00697.HK)$ At the beginning of the year, it was announced that Beijing Shoucheng Robotics Technology Industry Co., Ltd. was officially established in Beijing, with the aim of creating a complete robotics industry ecosystem.In addition, through the Beijing Robotics Industry Development Investment Fund managed by its subsidiary, Shoucheng Holdings completed its initial investment in Unitree in 2024 and made a follow-up investment in July this year, further solidifying its position as a strategic shareholder.

$SANY INT'L (00631.HK)$ Sany Robotics Technology Co., Ltd., a subsidiary under Sany Group, emerged in response to the group’s comprehensive promotion of digital transformation in smart manufacturing. The company focuses on intelligent industrial robots, industrial automation, integrated application equipment for robotics, unmanned driving technologies, and the development and manufacturing of related software and hardware applications. It also manufactures industrial robots and special-purpose robots.

Suppliers of core components across the entire industrial chain need to focus on $SANHUA (02050.HK)$、 $HORIZONROBOT-W (09660.HK)$、 $HUA HONG SEMI (01347.HK)$、 $SMIC (00981.HK)$、 $SH ELECTRIC (02727.HK)$、 $JOHNSON ELEC H (00179.HK)$、 $TSUGAMI CHINA (01651.HK)$、 $JLMAG (06680.HK)$、 $COWELL (01415.HK)$、 $SUNNY OPTICAL (02382.HK)$、 $AAC TECH (02018.HK)$。

Perception technology and software include $ROBOSENSE (02498.HK)$、 $PHANCY (06682.HK)$。

🚗autonomous driving

Specifically, this includes:

Component suppliers $Mobileye Global (MBLY.US)$ 、 $Innoviz Technologies (INVZ.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Ouster (OUST.US)$ 、 $Luminar Technologies (LAZR.US)$ 、 $Aeva Technologies (AEVA.US)$ 、 $Tuya Inc (TUYA.US)$ 、 $Microvision (MVIS.US)$ 、 $Arbe Robotics (ARBE.US)$ 、 $Hesai (HSAI.US)$ 、 $HORIZONROBOT-W (09660.HK)$ 、 $BLACK SESAME (02533.HK)$ 、 $ROBOSENSE (02498.HK)$ ；

Mapping and software providers $Aurora Innovation (AUR.US)$ 、 $LeddarTech Holdings Inc (LDTCF.US)$ ；

Robotaxi developers $Tesla (TSLA.US)$ 、 $Pony AI (PONY.US)$ 、 $WeRide (WRD.US)$ 、 $Baidu (BIDU.US)$ under Apollo, $Amazon (AMZN.US)$ under Zoox, $Alphabet-C (GOOG.US)$ under Waymo;

Mobility service providers $Uber Technologies (UBER.US)$ 、 $Lyft Inc (LYFT.US)$ 、 $DiDi Global Inc (DIDIY.US)$ ；

as well as automobile manufacturers $Tesla (TSLA.US)$ 、 $BYD COMPANY (01211.HK)$ 、 $XIAOMI-W (01810.HK)$ 、 $NIO Inc (NIO.US)$ 、 $Li Auto (LI.US)$ 、 $XPeng (XPEV.US)$ among others.

2. 800V HVDC power architecture (AI infrastructure)

Previously, at the Open Compute Project Global Summit, NVIDIA outlined the future blueprint of gigawatt-scale AI factories.

NVIDIA announced over 20 "Power Revolution Corps" partners, categorized into three major domains: GaN/SiC power chips and modules, power system component providers, and power system solution providers.

Silicon wafer suppliers: $Analog Devices (ADI.US)$ 、 $Alpha & Omega Semiconductor (AOSL.US)$ 、 $Monolithic Power Systems (MPWR.US)$ 、 $Navitas Semiconductor (NVTS.US)$ 、 $ON Semiconductor (ON.US)$ 、 $Power Integrations (POWI.US)$ 、 $STMicroelectronics (STM.US)$ 、 $Texas Instruments (TXN.US)$ 、 $INNOSCIENCE (02577.HK)$ 、 $INFINEON TECHNOLOG (IFNNY.US)$ 、 $Renesas Electronics (ADR) (RNECY.US)$ 、 $Rohm (ADR) (ROHCY.US)$ , EPC, and Richtek Technology;

Power system component suppliers: $Flex Ltd (FLEX.US)$ 、 $GE Vernova (GEV.US)$ 、 $Shenzhen Megmeet Electrical (002851.SZ)$ , BizLink Holding, Delta Electronics, $BYD ELECTRONIC (00285.HK)$ Subsidiary Lead Wealth and Lite-On Technology;

Data center power system suppliers: $Eaton (ETN.US)$ 、 $GE Vernova (GEV.US)$ 、 $Vertiv Holdings (VRT.US)$、 $Mitsubishi Electric (ADR) (MIELY.US)$ 、 $SIEMENS AG (SIEGY.US)$ , ABB, Hitachi Energy, Heron Power, Schneider Electric.

In addition, Foxconn provided a detailed introduction of its under-construction 40,000-kilowatt Taiwan Kaohsiung Data Center No. 1, which will support 800 VDC. $CoreWeave (CRWV.US)$ , Lambda, $NEBIUS (NBIS.US)$ 、 $Oracle (ORCL.US)$ Industry pioneers such as Cloud Infrastructure and Together AI are also designing 800-volt data centers.

Additionally, $Vertiv Holdings (VRT.US)$ They announced their space-saving, cost-effective, and energy-efficient 800 VDC MGX reference architecture, a complete power and cooling infrastructure framework. $Hewlett Packard Enterprise (HPE.US)$ The company announced that its products will support NVIDIA Kyber as well as NVIDIA Spectrum-XGS Ethernet scale-out technology, which is part of the Spectrum-X Ethernet platform.

Summary

Overall, CES 2026 is not just an ordinary technology exhibition but a critical turning point for the global technology industry to transition from「cloud computing power」toward「physical intelligence」with industry giants jointly ushering in a new chapter of AI.

For investors, this is a narrative about「Vision and Patience」A test of vision and patience. Although the financial performance of new technologies will not be fully reflected in earnings reports until after the second quarter of 2026, and individual stock performances will ultimately return to fundamental evaluations based on orders and profitability, those who can understand this trend and position themselves ahead of time may emerge as the biggest winners of the AI wave in 2026.

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