Group 1: Domestic Technology Developments - Huawei officially launched its first personal computers running the HarmonyOS, marking a significant breakthrough for domestic operating systems in the PC sector [1] - The Ministry of Industry and Information Technology and eight other departments issued an implementation opinion to accelerate the high-quality development of the technology service industry, focusing on R&D, technology transfer, and enterprise incubation [3] - The National Bureau of Statistics reported that high-tech manufacturing added value grew by 10% in April, outpacing overall industrial growth by 3.9 percentage points, indicating a positive trend in high-tech industries [6][10] Group 2: Foreign Investment Trends - The State Administration of Foreign Exchange reported a net inflow of $17.3 billion in cross-border funds in April, with foreign investment in domestic stocks turning to net buying in late April [2] - Morgan Stanley's managing director indicated that over 80% of investors are likely to increase their exposure to Chinese stocks, driven by positive developments in US-China trade negotiations [4] Group 3: Market Opportunities and Growth - NVIDIA's CEO highlighted that the data center market is evolving into a nearly trillion-dollar opportunity, driven by advancements in AI and accelerated computing technologies [7] - The Shenzhen Stock Exchange reported a 214% year-on-year increase in major asset restructurings among listed companies since September 2024, reflecting a shift towards new productivity [8] - The National Bureau of Statistics emphasized that China's investment potential remains significant, supported by ongoing industrial upgrades and substantial demand in the social welfare sector [9]

Core Viewpoint - Huawei has launched the world's first foldable HarmonyOS computer, the MateBook Fold, marking a significant milestone in China's desktop operating system autonomy and opening new pathways for the electronic information industry [1][2]. Group 1: Product Launch and Features - The MateBook Fold integrates self-developed chips, a distributed operating system, and a foldable design, representing a breakthrough in the PC industry [1]. - The HarmonyOS 5 system, which powers the MateBook Fold, boasts transmission speeds three times faster than competitors and supports one-time development for multi-end deployment, reducing development costs and cycles [2][3]. - The foldable design addresses long-standing challenges in the PC industry regarding screen size and portability, indicating a shift towards more flexible and efficient productivity tools [3]. Group 2: Market Position and Ecosystem - The launch of the HarmonyOS computer establishes a "third pole" in global operating systems alongside Windows and macOS, enhancing the competitiveness of the domestic software ecosystem [2]. - Huawei's "1+8+N" strategy aims for seamless interconnectivity between the HarmonyOS PC and other devices, such as smartphones and smart home products, reinforcing the ecosystem's collaborative effects [4]. - IDC predicts that global shipments of foldable PCs will exceed 5 million units by 2025, with Huawei expected to capture 30% of the market share, creating a potential 200 billion yuan incremental market [4]. Group 3: Industry Impact and Innovation - The introduction of the HarmonyOS computer is seen as a key step in promoting innovation within the PC industry ecosystem, encouraging software developers to explore new interaction modes and application experiences [4]. - The rapid development of the HarmonyOS ecosystem is supported by over 150 dedicated computer applications and more than 1,000 integrated applications already adapted to the system, with expectations to exceed 2,000 by the end of the year [6]. - The integration of AI with the HarmonyOS computer is expected to reshape human-computer interaction and multi-end collaboration, providing a robust environment for the development of AI applications [7][8].

Core Viewpoint - Huawei's launch of the new HarmonyOS computers, HUAWEI MateBook Pro and HUAWEI MateBook Fold, signifies a significant breakthrough in the domestic desktop operating system market, which has been dominated by Windows and macOS for years. However, the path to widespread adoption remains challenging [1][3]. Group 1: Market Context - The global desktop operating system market is highly concentrated, with Windows and macOS holding nearly 90% market share. The domestic software industry has faced significant challenges in ecosystem development due to its late start [3]. - Previous attempts at developing domestic operating systems were primarily based on Linux, lacking a fully autonomous technical system. The HarmonyOS computers represent a move towards a self-controlled technology framework [3][4]. Group 2: Technological Advancements - HarmonyOS is the first domestic system to achieve "mobile and desktop ecosystem integration," allowing for "one-time development and multi-end deployment," which creates new opportunities for domestic software development, particularly in office software, creative design, and educational applications [4][5]. - The HarmonyOS ecosystem has surpassed 1 billion devices, with 7.2 million registered developers and over 110 million lines of code developed independently, covering all aspects from the operating system kernel to AI frameworks [4]. Group 3: Strategic Importance - The launch of HarmonyOS computers is a critical step in the ecosystem's development, completing Huawei's range of devices from HarmonyOS smartphones and tablets to computers, thus fully entering the Harmony era [5][6]. - The introduction of the HUAWEI MateBook Fold, featuring an 18-inch display, represents a significant innovation in the PC industry, showcasing advancements in technology integration and user experience [6][7]. Group 4: Challenges and Opportunities - Despite the advancements, consumer sentiment remains cautious, with many potential buyers still accustomed to Windows and macOS interfaces, indicating a slow transition to new operating systems [8][9]. - The success of HarmonyOS computers hinges on ecosystem development, with Huawei working to adapt applications for the new system. Currently, 150 dedicated applications are in development, with over 300 applications already adapted, aiming to support more than 2,000 by year-end [8][9]. - The long-term challenge for HarmonyOS is to expand its ecosystem and enhance user experience, requiring collaboration across the entire Chinese industry chain [9].

Group 1: Shenzhen Stock Exchange Global Investor Conference - The Shenzhen Stock Exchange held the 2025 Global Investor Conference, emphasizing that investing in China offers higher certainty [1] - The China Securities Regulatory Commission (CSRC) aims to enhance the systematic nature of foreign investment and improve communication mechanisms with international investors [1] Group 2: Huawei's New Product Launch - Huawei officially launched the HUAWEI MateBook Pro, marking a significant breakthrough for domestic operating systems in the personal computer sector [2][3] Group 3: TaiLi Technology's IPO - TaiLi Technology Group officially listed on the Shenzhen Stock Exchange's ChiNext board, issuing 27.07 million new shares at a price of 17.05 yuan per share, with an opening price of 45 yuan, reflecting a 163.93% increase from the issue price [4] - The company specializes in advanced functional materials, having developed key technologies in the nanomaterials field [4] Group 4: Macau Banking Sector - As of March 2025, the proportion of international business in Macau's banking sector increased, with international assets rising from 83.3% to 83.7% of total bank assets [5] - The stability of international liabilities remained at 80.9%, indicating a growing integration of Macau's financial market with international markets [5][6] Group 5: Shenzhen Stock Market Performance - On May 19, the Shenzhen Component Index closed at 10,171.09 points, down 0.08% [7] - TaiLi Technology saw a significant increase in stock price, reaching 54.30 yuan, up 218.48% [8]

余承东介绍，通过"软件、硬件、端侧、云侧"深度整合，鸿蒙电脑使得人们可以体验多屏协同、触控交互、分屏操控等全新的交互模式，它支持华为手机、 电脑、平板等多设备共享键盘和鼠标，能实现在各种不同设备间自然、无缝、无感的跨设备连接。 国产操作系统的发展，也将为运行在其中的国产软件创造更肥沃的"土壤"。业内人士透露，此前，国产应用软件在Windows平台的发展面临多重挑战。一方 面，由于起步较晚，在行业格局基本成型后才入局，国产软件融入已成型的生态体系难度较大；另一方面，Windows 庞大的兼容体系带来适配难度，例如 在实现手机和电脑互联等新功能时，存在较高的适配成本。而鸿蒙系统能更灵活、更快速地支持开发者实现更先进的交互体验和功能迭代，为国产软件发展 开辟新路径。 5月19日，华为发布鸿蒙电脑HUAWEI MateBook Pro和HUAWEI MateBook Fold 非凡大师两款电脑，售价分别为 7999元起、23999元起。两款鸿蒙电脑的首 次发布，标志着我国在PC（个人电脑）领域实现了内核层自主可控的重要突破。 "多年来，在电脑操作系统领域，Windows和macOS形成了强大的壁垒，但是我们坚持做难而 ...

Group 1 - Huawei officially launched its Harmony OS computers, with the first foldable model priced at 23,999 yuan and the MateBook Pro starting at 7,999 yuan, marking a significant expansion into the desktop ecosystem [1] - The Harmony OS 5 aims to deepen the integration between mobile and desktop environments, showcasing a foldable design with an 18-inch display that folds to 13 inches, weighing only 1.16 kg [1] Group 2 - The State Administration of Foreign Exchange reported a positive trend in foreign investment in RMB assets, with foreign investors increasing their holdings of domestic bonds by 10.9 billion USD in April [2] - In late April, foreign investment in domestic stocks turned into net purchases, indicating a growing confidence in the Chinese market [2][3] Group 3 - Xinhua Insurance has been approved to participate in the third batch of long-term investment reform pilot programs, planning to establish the Honghu Fund Phase III, which has received regulatory approval [4] - This marks the third consecutive phase of the Honghu Fund initiated by Xinhua Insurance, reflecting a commitment to long-term investment strategies [4] Group 4 - Despite triggering "serious abnormal fluctuations," Chengfei Integration has seen its stock price rise for nine consecutive trading days, with a cumulative increase of 135.8% since May 7 [6] - The company has a low revenue contribution from its core aviation parts business, indicating that its recent stock performance may be driven more by market speculation than fundamental business strength [6][7] Group 5 - At least six rare earth material companies have received export licenses from the Ministry of Commerce, amid ongoing export control measures on certain rare earth elements [7] - The supply of rare earths may face short-term reductions due to various factors, although industry experts predict that prices will not experience significant fluctuations this year [7] Group 6 - The U.S. stock market experienced a collective decline, with major indices falling due to Moody's downgrade of the U.S. credit rating, impacting technology stocks significantly [8] - Notable declines were observed in major tech stocks, with Tesla dropping over 3% and other companies like Nvidia and TSMC also experiencing losses [8] Group 7 - The UK is expected to agree to restart trade and defense cooperation with the EU, marking a significant shift in relations since Brexit [9] - This move aims to boost economic growth and enhance security in the European region [9] Group 8 - The U.S. Congress is reviewing President Trump's comprehensive tax reduction bill, which has passed a key committee, but still faces challenges ahead [10][11] - The House Rules Committee is set to review the bill, with a potential vote expected later in the week [11][12] Group 9 - Ctrip's report indicates a strong recovery in the tourism sector for the upcoming Dragon Boat Festival, with domestic and inbound travel showing significant growth [14] - The report highlights a 100% increase in hotel search interest for inbound travel, suggesting a robust rebound in the tourism industry [14]

鸿蒙操作系统5是国产操作系统的代表产品。华为常务董事、终端BG董事长余承东在现场表示："鸿蒙 电脑给世界多一种选择。" 微软Windows和苹果Mac、OS等操作系统，此前长期掌控操作系统市场。鸿蒙操作系统则是国产操作系 统崛起的重要代表产品。 【导读】华为鸿蒙电脑正式发布，国产操作系统发展驶入快车道 中国基金报记者 邱德坤 在5月19日召开的nova 14系列及鸿蒙电脑新品发布会上，华为首款搭载鸿蒙操作系统5的nova 14系列正 式发布。同时发布的还有华为首款鸿蒙折叠电脑。 "你们写的每一行代码，都将成为改变世界的蓬勃力量。"余承东表示，华为坚持做难而正确的事情，将 坚持推动鸿蒙操作系统的发展。 数据显示，2024年，鸿蒙在生态建设方面取得历史性突破，鸿蒙操作系统注册开发者达720万，代码超 1.1亿行。 鸿蒙操作系统迎来爆发期 nova 14系列是华为首款搭载鸿蒙操作系统5的直板机，首发趣味AI魔法移图功能，可智能识别图片元 素，支持自由拖动、缩放和复制，并且支持AI隔空传送等，由盘古大模型与DeepSeek双模型提供AI能 力支持。 华为nova 14系列的售价是2699元起。这意味着，鸿蒙操作系统5 ...

每经记者｜王晶 每经编辑｜杨夏 在电脑领域，大尺寸屏幕与便携性总是难以兼得，但折叠电脑的出现成为一种新的解题思路。 5月19日下午，在一场发布会上，华为正式推出首款鸿蒙折叠电脑MateBook Fold非凡大师。"自2023年我们的非凡大师品牌诞生，华为推出了很多让科幻变 为现实的产品，今天我们带来了颠覆行业的电脑，解决了电脑便携和大屏无法兼容的历史难题。"会上，华为常务董事、终端BG（业务集团）董事长余承东 说道。 n B the first th t in ices, 2017-02- ESC Team is for the the stop t 2017 0:30 the state enter the 201 p of the r - 21 14 3 11 鸿蒙折叠电脑MateBook Fold非凡大师 图片来源：每经记者 王晶 摄 首款华为折叠鸿蒙PC备受外界期待，它也代表着国产操作系统在PC领域实现重要突破。不同于手机、平板所在的移动领域，电脑对于内核、框架以及生态 的要求更高。 单纯从产品形态上来看，华为的折叠屏PC和上述其他折叠PC差异不大，但由于搭载鸿蒙操作系统，华为MateBook Fol ...

鸿蒙正式亮相电脑端！中国国产操作系统实现关键性拓展 图为5月19日发布的装有鸿蒙操作系统的HUAWEI MateBook Pro。新华社记者 胥冰洁 摄 中国科技企业华为19日在成都正式发布两款鸿蒙电脑，这是鸿蒙操作系统首次在电脑端正式发布。 鸿 蒙操作系统是首个实现移动端与桌面端生态统一的中国国产操作系统。 图为5月19日发布的HUAWEI MateBook Fold非凡大师实体键盘与虚拟键盘。新华社记者 胥冰洁 摄 华为常务董事、终端BG董事长余承东在当天的发布会上说，鸿蒙电脑用户可体验多屏协同、触控交 互、分屏操控等全新交互模式，软件开发者可通过鸿蒙系统性能力开放与标准化生态机制，从"兼容适 配"转向"能力共创共建"，不断演进产品体验。 经过几十年发展，微软Windows和苹果macOS成为全球两大电脑操作系统。此前，中国企业曾推出国产 电脑操作系统，也都基于Linux开源内核二次开发，尚未形成自主可控技术体系。 鸿蒙操作系统以"一次开发、多端部署"技术打通多终端开发体系，自2019年问世以来，已在手机、平 板、智能穿戴设备、智能家居设备等领域广泛应用。据悉，鸿蒙电脑研发上市历经5年。 目前，鸿蒙电脑已 ...

首款鸿蒙笔记本电脑和鸿蒙折叠电脑正式问世，宣告个人电脑国产操作系统取得里程碑式突破。 5月19日，华为在成都召开了nova 14系列及鸿蒙电脑新品发布会，发布了全球首款鸿蒙折叠电脑MateBook Fold非凡大师版。华为常务董事、终端BG董事 长余承东表示："今天我们带来了颠覆行业的电脑产品！" 据了解，华为MateBook Fold是非凡大师家族的新成员，采用了华为"史上最好的屏幕"以及针对电脑进行"专项增强"的鸿蒙系统，该电脑起售价为23999 元。此外，全球首款鸿蒙笔记本电脑MateBook Pro也正式发布，起售价为7999元。 据悉，两款电脑都是今晚开启预售，6月6日上午10点8分正式开售。 "颠覆行业"的鸿蒙折叠电脑 "今天我们终于解决了电脑大屏和便携无法兼容的历史难题！让我们迎来便携一体机的全新时代。"余承东表示。 从屏幕和便携来看，华为MateBook Fold屏幕展开后可达18英寸，成为全球最大商用折叠屏电脑，薄至7.3mm。而折叠后电脑只有13英寸，总重量轻至 1.16kg，比MacBook Air还要轻。 余承东表示，MateBook Fold搭载了"华为史上最好的电脑屏幕"。据介绍， ...