计算机行业点评：鸿蒙AI生态及鸿蒙PC展望

Investment Rating - The report maintains an "Overweight" investment rating for the industry [1] Core Insights - The report highlights the significant advancements in Huawei's AI integration with the HarmonyOS, marking a deep fusion of AI and operating systems [12][21] - The release of the open-source HarmonyOS 5.0 is expected to accelerate ecosystem development and application deployment, with over 1 billion devices now utilizing the open-source HarmonyOS [4][68] Summary by Sections Huawei AI Progress and HarmonyOS Integration - Huawei's upgraded AI assistant "Xiao Yi" integrates native AI capabilities into the operating system, achieving over 90% task success rate and knowledge exceeding one trillion [21][29] - The collaboration between Huawei's Noah's Ark Lab and University College London has led to the development of Agent K v1.0, an autonomous data science agent capable of automating complex data science tasks [21][56] Open-source HarmonyOS 5.0 Release and Upcoming HarmonyOS PCs - The open-source HarmonyOS 5.0 was released on December 20, 2024, enhancing system completeness, distributed innovation, developer experience, and system stability [4][44] - Huawei's current PCs are expected to be the last to run Windows, with future products transitioning to HarmonyOS [54] Industry Trends and Market Performance - The Chinese PC market saw a 1% decline in shipments in Q3 2024, with government spending in education and public sectors showing a 3% growth, indicating potential recovery [77][81] - Huawei's PC shipments reached 1.1 million units in Q3 2024, capturing a 10% market share, reflecting a 1% year-on-year increase [4][81] Recommendations for Attention - Companies to watch include Softcom Power, Jiulian Technology, and others involved in Huawei's AI and computing ecosystem [5][104]