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信息技术产业行业研究：看好需求复苏、AI驱动及自主可控受益产业链-国金证券
看好需求复苏、AI驱动及自主可控受益产业链 投资逻辑 电子板块：CES2024，AI赋能硬件创新多点开花。CES 2024于2024年1月9日-12日在美国拉斯维加斯举办，此次CES,AI应用落地多点开花，多种硬件创新精彩纷呈。全新AI硬件RabbitR1，大小约为iPhone 的一半，采用了大型动作模型（LAM)，能实现查询、播音乐、打车、购物、发信息等操作。三星的8KQLED系列电视具有AI图
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