全新鸿蒙智能体来了！改革推动科创主线进一步演绎 券商研报：持续坚定看好2025年AI Agent产业崛起趋势

Group 1 - The core viewpoint of the news highlights the ongoing investment interest in the domestic AI industry chain, particularly through the Huabao AI ETF, which saw a slight decline of 0.48% while attracting 3.78 million yuan in capital on June 20, indicating potential for future rebounds [1][4]. - The "1+6" policy measures announced by the China Securities Regulatory Commission during the 2025 Lujiazui Forum aim to deepen reforms in the Sci-Tech Innovation Board and support high-quality, unprofitable innovative enterprises to go public, suggesting a more favorable policy environment for private tech companies [4]. - The market is expected to see a shift in focus towards companies' technological depth, innovation paths, and industry prospects, rather than short-term profit performance, as the capital market undergoes a systematic restructuring of resource allocation and valuation systems [4]. Group 2 - Huawei's release of the HarmonyOS Intelligent Agent Framework (HMAF) at the 2025 Developer Conference, along with over 50 new intelligent agents across various sectors, signifies a significant advancement in AI technology [5]. - McKinsey predicts that by 2030, AI agents could replace 70% of office jobs, potentially impacting around 600 million positions globally, while Research and Markets forecasts the AI agent market to grow from $5.1 billion in 2024 to $47.1 billion by 2030, reflecting a compound annual growth rate of 44.8% [5]. - CITIC Securities recommends focusing on the AI hardware supply chain, anticipating increased demand for ASIC chips due to AI inference clusters, with upward revisions in demand growth for optical modules and PCBs, indicating that core company valuations remain reasonable [5].