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23999元的鸿蒙电脑,搅动科技圈丨南财号联播
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-20 09:23
冰柜"暗战":从肥宅快乐水到养生续命汤 23999元的鸿蒙电脑,值得买吗? 5月19日,华为用两台笔记本电脑搅动了整个科技圈——一台是定价7999元起的MateBook Pro(常规 版),另一台是价格23999元-26999元的折叠屏电脑MateBook Fold(非凡大师版)。根据发布会信息来 看,这两款鸿蒙PC打的是四张牌:流畅、AI、互联、安全,但华为这步棋不是单纯卖电脑。鸿蒙电脑 的灵魂是鸿蒙操作系统。华为把"纯血鸿蒙"搬上PC,既把手机、平板、电脑等终端用同一套系统串成 了闭环,也拉高了国产操作系统的天花板。过去十年,Windows在中国市场几乎包揽了PC操作系统的 话语权,华为想要换种玩法。华为有可能用"纯血鸿蒙"改写PC市场吗?本文将从产品、系统、市场突 围难度三方面展开分析。详情>> 南向资金今年最大净流出,港股后市怎么走? 近期港股为何频繁调整,持续震荡?一方面,港股特别是港股科技板块前期涨幅较大,估值或已部分透 支利好,短期技术性调整压力显现。而防御性板块比如银行、医药未能对冲科技股下跌对指数的拖累。 另一方面市场情绪在利好兑现后转为谨慎,部分资金选择高位离场,导致回调。Wind数据显示 ...
Prediction: 2 Stocks That Will Be Worth More Than Intel 2 Years From Now
The Motley Fool· 2025-05-20 09:05
Dell and Workday could eclipse Intel's fading market cap in the near future. That could also make it an attractive alternative to Super Micro Computer, Dell's smaller rival in the server space, which carved out its own niche with its liquid-cooled AI servers. Dell has a market cap of $79.7 billion. However, from fiscal 2025 to fiscal 2028, analysts expect its revenue and earnings per share (EPS) to grow at a CAGR of 6% and 15%, respectively. Those are impressive growth rates for a stock that trades at 15 ti ...
预约数近5万! 华为,迈出“终结Windows时代”的第一步!
Xin Lang Ke Ji· 2025-05-20 00:09
Core Viewpoint - Huawei's HarmonyOS computer has officially launched, completing the ecosystem loop and aiming to challenge the dominance of Windows and MacOS in the PC market [2][4]. Product Launch and Reception - The Huawei MateBook Fold, priced between 23,999 and 26,999 yuan, has garnered significant interest, with over 47,000 reservations within 14 hours of its launch [2][7]. - The MateBook Fold is the world's largest commercial 18-inch foldable computer, featuring a thickness of only 7.3mm and a weight of 1.16kg, addressing the challenge of combining a large screen with portability [3]. Technological Innovations - The device utilizes a new generation of hinge technology, which prevents deformation during the folding process, and is made from zirconium-based liquid metal [3]. - The MateBook Fold supports various interactive features, such as screen mirroring and virtual keyboard activation [3]. Operating System and Ecosystem - Both the MateBook Fold and the MateBook Pro run on HarmonyOS 5, marking a significant step in Huawei's ecosystem development [3][4]. - The application ecosystem is crucial for the success of HarmonyOS computers, with over 150 dedicated applications and 1,000+ integrated applications already adapted [8][9]. Compatibility and Adaptation - The Oseasy virtual machine allows users to run Windows 11 on HarmonyOS computers, providing access to numerous Windows applications [11]. - Major applications like QQ and WPS have been adapted for HarmonyOS, with ongoing efforts to enhance compatibility with other software [9][11]. Enterprise Market Strategy - Huawei has introduced the HarmonyOS computer aimed at the enterprise market, the Huawei Qingyun HM940, which features an AI assistant and is designed for business applications [12][13]. - The company is launching the "Qingyun Xinghe Plan" to foster innovation in the Harmony ecosystem with industry partners [15]. Market Potential - The demand for domestic PCs is increasing, with predictions of 4.8 million units shipped in 2023, potentially rising to 9.5 million by 2026 [15]. - HarmonyOS computers are positioned to meet user needs better than existing domestic operating systems, potentially capturing more market share in the enterprise sector [15].
鸿蒙系统破冰 国产电脑正名
Bei Jing Shang Bao· 2025-05-19 16:18
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].
“给世界多一种选择”,鸿蒙电脑来了!
Bei Jing Ri Bao Ke Hu Duan· 2025-05-19 14:54
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 ...
A股晚间热点 | 华为刷屏!首款鸿蒙电脑正式发布
智通财经网· 2025-05-19 14:34
1、7999元起!华为鸿蒙电脑正式发布 重要程度:★★★★★ 随着5月19日华为nova14系列首发即搭载鸿蒙5(原生鸿蒙)操作系统以及华为首款鸿蒙折叠电脑的正式发 布,作为国产操作系统代表的鸿蒙5,开始跑出生态拓展加速度。 该电脑展开18英寸,折叠13英寸,展开薄至7.3mm,重量为1.16kg,首次实现了移动端与电脑端生态的深 度融合,将鸿蒙5正式拓展至电脑领域即桌面端。 价格方面,华为全球首款鸿蒙笔记本电脑HUAWEI MateBook Pro,售价7999元起;华为全球首款鸿蒙折叠 电脑HUAWEI MateBook Fold售价23999元起。 以下为晚报正文: 2、外汇局:外资配置人民币资产意愿持续向好 重要程度:★★★★ 日前,国家外汇管理局公布了2025年4月银行结售汇和银行代客涉外收付款数据。国家外汇管理局副局 长、新闻发言人李斌表示,外资配置人民币资产意愿持续向好。4月外资净增持境内债券109亿美元,处于 较高水平。4月下旬外资投资境内股票转为净买入。 随着有关政策落地见效,我国经济运行向好势头有望继续巩固,更好发挥稳定外汇市场的基本盘作用。 3、新华保险获批参与第三批保险资金长期投资改革 ...
鸿蒙电脑,正式发布!
半导体芯闻· 2025-05-19 10:04
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自经济参考报 ,谢谢 。 5月19日,业界瞩目的鸿蒙电脑正式发布,标志着智能终端全面开启鸿蒙时代。在业界看来,鸿蒙 电脑的发布,不仅标志着国产电脑操作系统取得重大突破,更为重要的是,基于鸿蒙的硬件平台和 人工智能平台有望重构未来计算范式和物联网底层逻辑。 内核层自主可控 国产电脑迎来高光时刻 鸿蒙初辟,万象更新。鸿蒙电脑正式发布,标志着我国自此拥有了从内核层就自主可控的电脑操作 系统,具有划时代的意义。放眼全球市场,依托中国超大规模市场优势和中国智造的雄厚实力,鸿 蒙电脑有望成为"全球操作系统第三级"。 早在2024年9月,华为常务董事、终端BG董事长余承东就曾透露,当时的华为电脑或将是最后一 批搭载Windows系统的笔记本电脑,后续将会有鸿蒙系统的电脑产品。今年3月20日,余承东再次 预告首款鸿蒙电脑将于5月发布。随后,在5月8日华为举行的鸿蒙电脑技术与生态沟通会上,鸿蒙 操作系统在电脑端的首次亮相引发广泛关注。在最为敏锐的资本市场,鸿蒙概念近期呈现板块热度 扩散、细分领域轮动行情,显示市场对鸿蒙电脑信心持续强化。 业界分析,市场信心源自技术突破、政策 ...
华为发布两款鸿蒙电脑
news flash· 2025-05-19 08:42
《科创板日报》19日讯,华为今日推出鸿蒙电脑HUAWEI MateBook Pro与HUAWEI MateBook Fold 非凡 大师。其中,鸿蒙电脑HUAWEI MateBook Pro售价7999元起,HUAWEI MateBook Fold 非凡大师为全球 最大商用折叠电脑,售价23999元起。 华为发布两款鸿蒙电脑 ...
联想集团董事长杨元庆:打造超级智能体 推动AI普及普惠
Shang Hai Zheng Quan Bao· 2025-05-16 20:03
Group 1 - The core concept of the news is the emergence of "super intelligent agents" in the AI field, representing a significant evolution from traditional AI tools to comprehensive intelligent partners for both individuals and enterprises [2][3]. - Lenovo's CEO, Yang Yuanqing, announced the launch of several super intelligent agents at the 2025 Lenovo Tech World, emphasizing the company's transition from a hardware-focused entity to one centered around intelligent agents [2][3]. - The super intelligent agents are defined by three core features: perception and interaction, cognition and decision-making, and autonomy and evolution [4][6]. Group 2 - The first layer of capability for super intelligent agents is perception and interaction, allowing real-time understanding of user intent through various modalities [4]. - The second layer involves cognitive and decision-making abilities, where the agents can recall long-term memories and match relevant information based on user context [4]. - The ultimate goal of super intelligent agents is autonomy and evolution, enabling them to break down complex tasks into simpler steps and execute them using various tools [4]. Group 3 - Lenovo's mixed AI strategy is gaining traction, with the company reporting a total revenue of 135.1 billion yuan in Q1, a 20% year-on-year increase, and a net profit of 4.98 billion yuan, up 106% [6]. - The concept of mixed AI, which combines personal and enterprise intelligence, is seen as essential for achieving widespread AI adoption and will be a focus for Lenovo over the next decade [6][7]. - Lenovo's self-developed "inference acceleration engine" allows for high-performance AI capabilities on personal devices, reducing reliance on cloud computing and enhancing data privacy [6][7]. Group 4 - The next generation of Lenovo AI PCs will integrate the inference acceleration engine, enabling users to run large models locally without cloud dependency, thus improving response times and privacy [7]. - Lenovo is building a hybrid infrastructure for enterprise intelligence, which includes both public and private cloud components, facilitating data collection, storage, and processing [7]. - The company has launched the "Lenovo LeXiang Super Enterprise Intelligent Agent," which is currently exclusive to Lenovo but aims to expand its capabilities to external enterprises in the future [7].
Wix Introduces Wixel AI Tool for Effortless Visual Design
ZACKS· 2025-05-16 14:15
Core Insights - Wix.com Ltd. has launched Wixel, an AI-driven visual design platform aimed at making professional-grade design accessible to all users [1][2] - Wixel is currently available for free in English, with an option for users to upgrade to a Pro Plan for premium features [2] - The platform simplifies the design process, allowing users to create polished visual assets quickly without advanced design skills [3] Product Features - Wixel enables users, such as small business owners and content creators, to generate high-quality visuals efficiently [3] - The platform supports various functionalities, including background changes, lighting adjustments, and professional template placements for product-based businesses [4] - Future updates are expected to include video editing and story creation features, expanding Wixel's capabilities [4] Business Strategy - Wix is focusing on generative AI as a significant growth driver and is embedding AI assistants across its platform to enhance operational efficiency [5] - The introduction of the Model Context Protocol (MCP) Server allows developers to create production-ready solutions using AI coding assistants [6] - Wix has also launched an AI-powered adaptive content application to personalize website content dynamically, enhancing user engagement [7] Market Performance - Wix's stock has increased by 34.8% over the past year, outperforming the Computers - IT Services industry's growth of 9.7% [9]