Investment Rating - The industry investment rating is "Overweight" [6] Core Viewpoints - Huawei is expanding its ecosystem with a series of upcoming summits focused on AIoT and the integration of HarmonyOS [2] - The official launch of the native HarmonyOS version is imminent, with significant updates and new features expected [3] - The upcoming product launch event will showcase various devices, including smartphones, headphones, and smart screens, indicating a broad product strategy [3] Summary by Sections Market Review - During the week of March 10-14, the Shanghai Composite Index rose by 1.39%, while the computer sector index (Shenwan) fell by 1.36%, underperforming the Shanghai Composite by 2.75 percentage points [1] Investment Suggestions - Recommended companies to focus on include: - For Ascend: Digital China, Softcom Power, Huafeng Technology, Taijia Co., and Shenling Environment - For HarmonyOS: Softcom Power, Runhe Software, Chipsea Technologies, China Software International, Zhuoyi Information, Dineike, Yaxin Security, and Jiulian Technology [4]
计算机行业周报：华为召开系列峰会，原生鸿蒙正式版即将上线-2025-03-19
上海证券·2025-03-19 02:57