报告还特别指出，"短视频+"模式极速狂奔，电商行业的竞争格局正被重构。短视频平台已进化为"综合 数字社区"，用户可在单一APP内完成娱乐、购物、学习等多元需求。"短剧+电商"模式实现内容消费与 交易的无缝衔接，这种"情绪连接—即时转化"闭环，推动视频信息流广告同比增长18.85%，成为增速最 快的广告形式。基于此，在互联网营销领域，知识内容崛起成为新亮点。抖音知识兴趣用户超2.5亿，B 站泛知识视频播放量占比达44%。 数据显示，2025年中国互联网广告市场以11.5%的增速稳健增长，规模达7257亿元。电商广告以38.55% 的市场占比持续领跑，其中兴趣电商同比增长18.9%，成为主要增长引擎。传统搜索引擎广告收入持 平，而"平台内+AI搜索"类别暴增107.4%。报告预测，中国互联网广告市场规模2026年有望突破9000亿 元，增长动力来自"代理式AI"与"全场景融合"双引擎。 首先，消费者决策逻辑被根本性重构：从"被动搜索"到"主动信任AI推荐"。当消费者日益依赖AI助手进 行信息过滤与决策辅助时，营销的重心发生了根本性偏移。竞争不再是围绕关键词的排名，而是转向优 化能够被AI识别、理解、并判定为高价值 ...

Core Viewpoint - Dongfang Caifu has completed the full-link adaptation of the HarmonyOS from mobile to desktop, enhancing the investment trading experience for users with innovative features tailored for Huawei's MateBook Fold [1][3]. Group 1: Product Development and Features - The HarmonyOS version of Dongfang Caifu leverages the system's security architecture and distributed interconnectivity to create a more efficient and secure investment trading experience for professional users [3]. - The application supports seamless collaboration across mobile, tablet, and computer devices, meeting user demands for global market data, comprehensive information, and trading services [3]. - The upgraded split-screen mode allows investors to monitor market trends while executing trades, facilitating real-time engagement in the fast-paced financial market [3]. Group 2: Collaboration and Future Plans - Dongfang Caifu is continuously optimizing user experience, interaction design, and data security in collaboration with Huawei, promoting the sustainable evolution of the financial application ecosystem [5]. - The HarmonyOS version of Dongfang Caifu covers all key functionalities for Windows and macOS, providing users with comprehensive, real-time, and secure information and trading services [5]. - The company plans to deepen its innovative collaboration with HarmonyOS to create a "full-terminal, full-scenario, full-function" product experience for users in the future [5].

Core Viewpoint - The launch of Huawei's HarmonyOS computers marks a significant step towards achieving self-controlled operating systems in China, providing an alternative to the dominant Windows and MacOS platforms [1][3]. Industry Impact - HarmonyOS computers are expected to drive the development of China's PC industry by fostering a self-sufficient software ecosystem, enhancing the research and application of domestically developed software [3][5]. - The introduction of HarmonyOS creates a fertile ground for domestic software applications, potentially leading to a positive cycle of ecosystem development [3][5]. Application Ecosystem - Over 150 dedicated applications have been optimized for HarmonyOS computers, with more than 1,000 integrated applications already adapted, and an expectation to exceed 2,000 by the end of the year [5]. - The applications cover a wide range of user needs, including office productivity, design, finance, entertainment, and education [5]. User Experience Enhancements - The integration of AI capabilities in applications like WPS enhances user efficiency, allowing for tasks such as PPT creation to be completed with minimal effort [7]. - Video editing applications like Wanxing Miaoying offer features that enable users to edit videos seamlessly, even in low connectivity environments [9]. - Financial applications like Dongfang Caifu provide a secure trading environment, enhancing user privacy and convenience [11]. Device Features - The HUAWEI MateBook Fold offers innovative dual-screen functionality, allowing users to multitask effectively during presentations and trading activities [14]. - HarmonyOS facilitates a seamless experience across devices, ensuring continuity in user experience and data management [14].