计算机行业点评报告：华为小艺接入DeepSeek，鸿蒙生态建设有望加速

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The integration of Huawei's Xiao Yi with DeepSeek is expected to enhance AI capabilities, providing users with a seamless AI experience [5] - The domestic operating system market is anticipated to grow due to potential antitrust investigations against Google and Apple, with HarmonyOS gaining market share [6] - HarmonyOS NEXT (5.0) has made significant progress, with over 20,000 applications and more than 7.2 million developers, indicating a strong ecosystem development [7] Summary by Sections Industry Trends - The computer industry is projected to outperform the overall market, as indicated by the investment rating [1] - The industry chart shows a potential growth trajectory compared to the CSI 300 index [2] Key Developments - Huawei's HarmonyOS has surpassed Apple's iOS in market share, reaching 17% in Q1 2024, marking a significant milestone [6] - The upcoming year is crucial for HarmonyOS, with a target of 100,000 applications to solidify its ecosystem [7] Investment Recommendations - Key recommendations in the HarmonyOS sector include Softcom Power, China Software International, and Runhe Software, with beneficiaries like Chengmai Technology and Yuhua Electronics [8] - In the Ascend/Kunpeng computing sector, recommended stocks include Digital China and Zhuoyi Information, with beneficiaries such as Fenghuo Communication and Guangdian Yuntong [8]