智通财经网·2025-05-09 00:47Company Insights - National Integrated Circuit Industry Investment Fund reduced holdings in two major chip foundries, SMIC and Hua Hong, selling 65.9772 million shares and 6.333 million shares respectively [3] - SMIC reported a net profit increase of 166.5% in Q1 2025, while Hua Hong's net profit decreased by 89.73% despite revenue growth [3] - Huawei's investment in Qianxun Smart is part of its strategy to expand in the humanoid robot sector, indicating a growing trend in the industry [9] - Huawei's HarmonyOS is entering a new phase with its debut on computers, potentially reshaping the global operating system market [10] - Apple is making progress in developing smart glasses chips, with expectations for the product to hit the market within two years, indicating a growing market for AI glasses [11] Industry Trends - The humanoid robot industry is entering a phase of diversification, with significant applications in industrial settings, suggesting investment opportunities in domestic component manufacturers [9] - The global smart glasses market is projected to ship 12.05 million units by 2025, reflecting an 18.3% year-on-year growth, highlighting the increasing adoption of AI-driven devices [11]