影响市场重大事件：鸿蒙电脑正式发布，国产操作系统实现突破

Group 1: Domestic Technology Developments - Huawei officially launched its first personal computers running the HarmonyOS, marking a significant breakthrough for domestic operating systems in the PC sector [1] - The Ministry of Industry and Information Technology and eight other departments issued an implementation opinion to accelerate the high-quality development of the technology service industry, focusing on R&D, technology transfer, and enterprise incubation [3] - The National Bureau of Statistics reported that high-tech manufacturing added value grew by 10% in April, outpacing overall industrial growth by 3.9 percentage points, indicating a positive trend in high-tech industries [6][10] Group 2: Foreign Investment Trends - The State Administration of Foreign Exchange reported a net inflow of $17.3 billion in cross-border funds in April, with foreign investment in domestic stocks turning to net buying in late April [2] - Morgan Stanley's managing director indicated that over 80% of investors are likely to increase their exposure to Chinese stocks, driven by positive developments in US-China trade negotiations [4] Group 3: Market Opportunities and Growth - NVIDIA's CEO highlighted that the data center market is evolving into a nearly trillion-dollar opportunity, driven by advancements in AI and accelerated computing technologies [7] - The Shenzhen Stock Exchange reported a 214% year-on-year increase in major asset restructurings among listed companies since September 2024, reflecting a shift towards new productivity [8] - The National Bureau of Statistics emphasized that China's investment potential remains significant, supported by ongoing industrial upgrades and substantial demand in the social welfare sector [9]