【兴证计算机】鸿蒙PC：即将正式发布，生态扩容进入尖峰时刻

Group 1 - The core viewpoint emphasizes the continued focus on AI applications and domestic production, suggesting that the sector's performance is expected to improve in the second half of the year [2][3] - The article highlights the upcoming events such as the release of HarmonyOS 5 on May 19 and major developer conferences from Microsoft and Google, indicating potential industry changes [2] - The analysis of the calendar effect shows that the months of May and June have favorable win rates and median returns, with May having a win rate of 53% and a median return of 0.03%, while June has a win rate of 60% and a median return of 2.26% [2] Group 2 - The article discusses the upcoming release of Harmony PC, which is a significant step in Huawei's efforts to complete the Harmony ecosystem, with over 300 applications already adapted and expectations to exceed 2000 by the end of the year [3] - It is noted that the second half of the year will be a critical window for the Harmony PC ecosystem to expand, with potential breakthroughs anticipated in the government sector next year [3]