计算机行业周报：原生鸿蒙、盘古大模型进展加速，关注AI终端应用场景拓展

Investment Rating - The industry is rated as "Recommended" due to the expected expansion of the HarmonyOS ecosystem and the release of Pangu Model 5.0, which enhances AI capabilities across various sectors [4][27]. Core Insights - The report highlights significant advancements in Huawei's HarmonyOS and Pangu Model, indicating a strong potential for AI integration in various applications, which is expected to drive growth in the industry [4][25]. - The establishment of new innovation alliances by the State-owned Assets Supervision and Administration Commission (SASAC) aims to enhance collaboration in strategic emerging industries, including AI and computing [15][16]. Summary by Sections 1. Market Performance - From June 17 to June 21, 2024, the Shenwan Computer Index fell by 1.91%, with notable gainers including Huaming Intelligent and Information Development, while Shenzhou Digital and Guoneng Rixin saw significant declines [11][14]. 2. Industry News - The SASAC initiated the construction of 24 innovation alliances focusing on strategic emerging industries, which will enhance cooperation between academia and industry [15]. - The 11th International Conference on Intelligent Connected Vehicles (CICV 2024) emphasized the integration of vehicle-road-cloud systems and AI in autonomous driving [15]. 3. Key Company Announcements - Companies like Jiean High-tech and Jiuyuan Yinhai reported on regulatory actions and transactions, indicating ongoing developments in the sector [16]. 4. Weekly Insights 4.1 Harmony Native Intelligence - Huawei's HarmonyOS NEXT was introduced, marking a significant step in creating a self-controlled operating system ecosystem, enhancing AI capabilities in various applications [17][18]. - The integration of AI features in HarmonyOS is expected to align with industry trends, similar to Apple's AI initiatives [18][19]. 4.2 Pangu Model 5.0 Release - The Pangu Model 5.0 features upgrades in multi-modal capabilities and strong reasoning abilities, making it suitable for various business scenarios [22][23][24]. - The model's advancements are expected to facilitate applications in industries such as autonomous driving and industrial manufacturing [23][24]. 5. Investment Recommendations - The report suggests focusing on companies within the Huawei Harmony and Ascend ecosystem, as well as AI computing-related firms, indicating a robust investment landscape [27].