【兴证计算机】AI学习机：大模型驱动需求高增，销售旺季将至

Core Viewpoint - The focus on alpha investment opportunities is becoming increasingly important as of late June, with recommendations to accumulate leading companies in core sectors and to pay attention to marginal changes in specific sectors and stocks [2][3]. Group 1: Alpha Investment Opportunities - Continuous emphasis on accumulating leading companies in core sectors to exchange time for space [2]. - Attention should be directed towards sectors and stocks with significant expected differences and marginal changes [2]. Group 2: Industry Insights - The Huawei HDC2025 conference introduced the HarmonyOS 6.0 developer beta version and showcased the HarmonyOS PC operating system, along with the first batch of over 50 Harmony smart devices, indicating a maturing ecosystem that benefits related companies [2]. - The announcement of the cross-border payment link between the People's Bank of China and the Hong Kong Monetary Authority, set to launch on June 22, is expected to facilitate direct payments between the mainland and Hong Kong, reducing cross-border remittance costs [2].