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计算机行业周报：华为发布开源鸿蒙5.0正式版
Yong Xing Zheng Quan·2024-12-27 01:03

Investment Rating - The industry investment rating is maintained as "Overweight" [52]. Core Insights - The report highlights the collaboration between Google DeepMind and Apptronik to advance humanoid robot commercialization, integrating advanced AI technology with established robotic hardware to enhance functionality and safety in complex real-world tasks [10][13]. - The report also emphasizes the launch of the official Home Assistant integration by Xiaomi, allowing users to manage Xiaomi IoT devices across multiple regions [11][14]. - The release of the open-source HarmonyOS 5.0 marks a significant advancement in system completeness, distributed innovation, developer experience, and stability [15][23]. Market Review - The A-share Shenwan Computer Index decreased by 0.05%, outperforming the CSI 300 Index by 0.09 percentage points and the ChiNext Index by 1.38 percentage points, ranking 4th among 31 first-level sub-industries [19][20]. - The performance of the Shenwan Computer secondary industries varied, with software development down by 1.3%, computer equipment up by 1.46%, and IT services II up by 0.38% [21]. Individual Stock Performance - The top ten stocks by weekly performance included Guangyun Technology (+35.48%), Yuntian Lifi-U (+31.66%), and Feitian Trust (+26.17%) [39]. - Conversely, the worst performers included Information Development (-19.66%), Jincai Huilian (-18.90%), and Longyu Co., Ltd. (-17.44%) [6][8]. Industry News - The report discusses the advancements in humanoid robots and the integration of Xiaomi's IoT devices, indicating a trend towards increased automation and smart home technology [10][11][14]. - The open-source HarmonyOS 5.0 release is noted for its improvements, suggesting a competitive edge in the operating system market [15][23]. Investment Recommendations - The report suggests focusing on the Huawei chain sector benefiting from the progress of open-source HarmonyOS and the humanoid robot sector, recommending companies like Nengke Technology and Zhongruan International [16].