Core Viewpoint - Huawei's launch of two HarmonyOS computers, including the first foldable model, signifies a significant step for China in the computer operating system sector, challenging the dominance of Microsoft Windows and Apple macOS [1][2]. Group 1: Product and Technology - The HarmonyOS PC establishes a self-sufficient system from chips to software, potentially breaking the long-standing commercial monopoly of foreign products like Windows and macOS [1][2]. - The HarmonyOS features system-level AI capabilities, distributed collaborative experiences, and comprehensive security protections, which are highlighted as key technological advantages [2][3]. - Over 150 dedicated PC applications and more than 300 integrated applications have been adapted for HarmonyOS, with expectations to support over 2000 applications by the end of the year [2]. Group 2: Market Impact and Ecosystem - The introduction of HarmonyOS PCs is expected to enhance Huawei's ecosystem, allowing seamless collaboration among devices such as smartphones, computers, tablets, and automotive systems, thereby improving user experience [2]. - The HarmonyOS aims to fill gaps in the domestic professional software sector, reducing reliance on foreign software and fostering the development of self-researched software [2]. - The total number of HarmonyOS devices connected has surpassed 1 billion, indicating a growing ecosystem [2]. Group 3: Challenges and Future Outlook - Despite the growth in application adaptation, the HarmonyOS ecosystem remains relatively weak, particularly in professional software support, which may hinder seamless migration from established ecosystems like Windows and Android [3]. - There are ongoing challenges regarding compatibility with external devices and the need for optimization in user interface usability and system stability [3]. - Future efforts should focus on addressing application and peripheral compatibility issues to enhance user adoption and experience [3].

Core Viewpoint - Huawei's launch of the HarmonyOS-based computer marks a significant step in enhancing its all-scenario ecosystem, integrating various devices and applications into a cohesive user experience [1][2]. Group 1: Product Development and Ecosystem - The HarmonyOS computer is a crucial component of Huawei's "1+8+N" all-scenario ecosystem, which includes HarmonyOS smartphones and tablets, indicating a comprehensive upgrade to smart office solutions [2]. - The development of the HarmonyOS computer has taken five years, starting from the prototype in 2021, showcasing Huawei's commitment to building a robust domestic software ecosystem [2]. - The HarmonyOS computer aims to address the challenges faced by domestic software developers, particularly in the context of a mature Windows and macOS ecosystem, by providing a new platform for innovation and growth [2][3]. Group 2: Technological Innovations - The HarmonyOS computer is built on the HarmonyOS 5 kernel, offering a refined, intelligent, secure, and seamless user experience through deep integration of AI capabilities with hardware and software [4]. - Features such as the AI assistant "Xiao Yi" enhance productivity by enabling users to perform tasks like document creation and meeting summaries with simple voice commands [4]. - The distributed soft bus technology allows for a seamless experience across devices, enabling users to share keyboard and mouse functionality between smartphones, tablets, and computers [4]. Group 3: Market Opportunities - The HarmonyOS computer unlocks a new incremental market for mobile applications, allowing for cross-platform migration and adaptation of popular apps like Xiaohongshu, Bilibili, and Feishu [5]. - This capability enables users to enjoy the convenience of mobile applications while leveraging the efficiency of desktop computing, creating a "one application, all scenarios" experience [5].