以下是2025年6月23日的财经热点梳理： --- 一、股市动态与市场情绪 1. A股震荡调整 - 周五（6月20日）A股全天震荡走低，创业板指领跌0.84%，深成指跌0.47%，沪指微跌0.07%。市场成交量缩至1.07万亿元，显 示观望情绪浓厚。 - 技术面显示，大盘仍处于3300-3400点的箱体结构，创业板指逼近60日均线，短期存在破位风险。 2. 外围市场影响 - 美股三大指数涨跌不一，科技股普遍下跌，谷歌跌近4%，苹果逆势涨超2%。中概股表现分化，纳斯达克中国金龙指数跌 0.92%。 --- 二、政策与重大事件 1. 美国关税政策落地 - 美国自6月23日起对钢制家用电器加征关税，亚太股市集体调整。市场担忧家电出口企业（尤其是北美市场依赖型厂商）利润 承压，部分企业考虑转产东南亚或改用铝合金替代钢材。 2. 美联储政策博弈 - 美联储6月议息会议维持利率不变，但"点阵图"显示2025年降息预期从两次下调至一次，释放"鹰派"信号。特朗普持续施压要 求大幅降息，鲍威尔强调政策独立性，市场对降息路径分歧加剧。 3. 跨境支付通启动 - 中国央行与香港金管局联合推出"跨境支付通"，实现内地与香港双向汇款零 ...

Core Viewpoint - The article emphasizes the significant updates in HarmonyOS 6, showcasing a comprehensive embrace of AI and intelligent agents, marking a pivotal evolution in the operating system's capabilities [2][60]. Group 1: AI Integration - The new AI features include a video call capability for the Xiao Yi assistant, allowing real-time interaction and explanation of its surroundings [3][26]. - AI will enhance various system applications, including advanced photo editing capabilities, with AI-driven style effects and composition assistance based on over 500,000 images [5][20][22]. - The Xiao Yi assistant has been upgraded to integrate with Huawei's Pangu and DeepSeek models, utilizing a training dataset of 20 trillion tokens [14][15]. Group 2: Ecosystem Expansion - Over 3,000 applications and meta-services are currently in accelerated development to become more integrated with HarmonyOS [9]. - The HarmonyOS 6 developer Beta version introduces a new interconnected architecture, supporting over 660 applications for a smoother and more innovative experience [8]. - The launch of over 50 HarmonyOS smart agents, including popular applications like Weibo and DingTalk, highlights the ecosystem's growth [8][34]. Group 3: Cross-Device Connectivity - The "One Touch Share" feature allows users to share content across devices seamlessly, now supporting over 50 applications and enabling multi-device sharing without data consumption [37][40]. - The system supports reverse transmission, allowing users to transfer edited images back to their mobile devices effortlessly [54]. - The seamless integration across devices is showcased in a promotional video, demonstrating the fluid transfer of media between various Huawei devices [56]. Group 4: Developer Engagement - The event featured numerous developers showcasing their contributions to the HarmonyOS ecosystem, indicating a robust collaborative environment [57][58]. - The article suggests that HarmonyOS is not merely a replacement for Android but is designed for the AI era, emphasizing its unique capabilities and fully domestic development [59][60].