今日投资参考：华为终端全面进入鸿蒙时代 传媒板块业绩预期修复

Market Performance - The Shanghai Composite Index rose by 0.28% to 3352 points, while the Shenzhen Component Index increased by 0.93% to 10197.66 points, and the ChiNext Index surged by 1.65% to 2029.45 points, with total trading volume in the Shanghai and Shenzhen markets reaching 13219 billion yuan, a decrease of over 1800 billion yuan from the previous day [1] Financial Policies - A series of financial policies were announced during a press conference on May 7, indicating the start of a new batch of incremental policies for the year, including positive statements regarding a "stabilization fund," which may accelerate the entry of medium to long-term capital into the market, particularly benefiting large-cap stocks [1] Media Sector Outlook - The media sector is expected to see a recovery in performance due to favorable policies supporting "culture + technology" and encouraging cultural exports, with AI developments driving performance expectations and valuation recovery [2] AI Industry Developments - Domestic AI models are rapidly evolving, with companies like Doubao and Tongyi Qianwen leading advancements, which are expected to enhance AI application innovation and increase demand for reasoning capabilities [3] Private Economy Promotion Law - The "Private Economy Promotion Law" will take effect on May 20, aiming to create a fair, transparent, and predictable environment for the development of the private economy, with a focus on promoting investment, financing, and technological innovation [4] Data Asset Initiatives - The State-owned Assets Supervision and Administration Commission (SASAC) is exploring compliant trading models for data assets and has launched several industry data communities to enhance data resource utilization and support AI model training [5][6] Huawei's New Product Launch - Huawei has fully transitioned to the HarmonyOS era, with the launch of its first HarmonyOS computer, which is designed to provide a smart, secure, and interconnected office experience [7] EU-US Trade Tensions - The EU plans to impose tariffs on nearly 1000 billion euros worth of US goods if trade negotiations fail, in response to previous US tariffs on steel, aluminum, and automobiles [8]