鸿蒙砸下十亿，打响AI Agent入口战

Core Insights - Huawei has officially launched the "Tian Gong Plan" with an investment of 1 billion yuan to support the development of the HarmonyOS AI ecosystem, aiming to foster over 10,000 AI-native meta-services and 1,000 intent frameworks [1][5] - The number of HarmonyOS 5 terminal devices has surpassed 17 million, indicating significant growth in the ecosystem [1] - The competition in the AI agent space is intensifying, with major tech companies like Apple and Google accelerating their AI initiatives [1][2] Investment and Development - The "Tian Gong Plan" aims to accelerate the incubation of AI services and frameworks, enhancing the capabilities of developers to create AI agents [5][6] - Huawei's strategy includes providing a new open platform for AI agents, offering various development modes and components to facilitate the creation of intelligent capabilities [5][6] - The focus is on transforming traditional app ecosystems into AI-driven service nodes, allowing users to interact with devices through natural language and other modalities [2][3] Market Position and Competition - Huawei's HarmonyOS is positioned to leverage its unique characteristics for a higher-level AI experience across multiple devices, including smartphones, tablets, and smart home devices [2][6] - The shift from app-based ecosystems to AI-driven interactions is seen as a revolutionary change, providing opportunities for developers to reach users more effectively [6][7] - The competitive landscape includes established players like Google, which has gained an early advantage in AI technologies, and Apple, which is restructuring its mobile applications through "Apple Intelligence" [1][2] User Experience and Innovation - The integration of AI agents is expected to enhance user experiences by providing personalized services and automating complex tasks, such as travel planning and task management [3][6] - Huawei's AI capabilities aim to simplify user interactions, allowing for seamless access to services without the need to search for specific apps [6][7] - The evolution of mobile applications into AI-driven services is anticipated to create new business opportunities for developers, particularly in the context of the AI era [5][6]