Core Insights - Huawei officially launched HarmonyOS 6 on June 20, marking the second major version iteration of the native HarmonyOS [1] - The new version emphasizes AI integration, transitioning applications from a "user command-centered" approach to a "user intent-centered" model [1][3] - The HarmonyOS ecosystem is accelerating, with over 30,000 applications and services in development, and a registered developer count exceeding 8 million [1][12] AI Intelligent Framework Upgrade - The core highlight of HarmonyOS 6 is the introduction of the Harmony Intelligent Agent Framework (HMAF), which shifts applications from "passive response" to "active service" [3] - The framework is based on Huawei's large models, with a training data volume of 20 trillion tokens [3] AI Assistant Features - The AI assistant, Xiaoyi, now includes a "Xiaoyi Sees the World" feature, enabling real-time environmental observation and interaction with users [5] - The system's AI capabilities have been significantly enhanced, including AI style effects and AI-assisted composition based on over 500,000 images [6] Full-Scene Interconnectivity Upgrade - HarmonyOS 6 introduces a new interconnectivity architecture, supporting over 660 applications [7][9] - The "Tap to Share" feature has expanded to support over 50 applications, enhancing cross-device collaboration in gaming and meetings [7] Developer Ecosystem Acceleration - The Harmony ecosystem has entered a phase of "exponential expansion," with over 1.3 billion lines of open-source code and 1,200 hardware and software products [10][12] - Huawei commits to investing over 6 billion yuan annually to support and incentivize Harmony developers [12]

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].

Group 1: AI Industry Insights - The AI Artificial Intelligence ETF (512930) has seen a recent decline of 0.23%, with a latest price of 1.3 yuan, while it has accumulated a 2.11% increase over the past two weeks, ranking in the top third among comparable funds [1] - The AI Artificial Intelligence ETF has a current scale of 2.022 billion yuan, with a total inflow of 78.1464 million yuan over the last ten trading days, indicating sustained interest from leveraged funds [1] - MiniMax has launched its MiniMax-M1 series model, which has shown benchmark performance comparable to leading overseas models, achieving training efficiency beyond expectations with a cost reduction of one order of magnitude [2] Group 2: Consumer Electronics Sector - The Consumer Electronics ETF (561600) has experienced a slight increase of 0.04%, with a recent price of 0.78 yuan, and a 2.64% increase over the past two weeks [4] - The Consumer Electronics ETF has seen a significant increase in shares, with a growth of 27 million shares over the past three months, ranking in the top fifth among comparable funds [4] - The top ten weighted stocks in the Consumer Electronics Index (931494) account for 53.04% of the index, indicating a concentrated investment in key players within the sector [10] Group 3: Online Consumption Trends - The Online Consumption ETF (159793) has decreased by 1.62%, with a latest price of 0.91 yuan, while it has shown a 1.20% increase over the past week [6] - The Online Consumption Index (931481) includes 50 companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of the online consumption sector [9] - The top ten weighted stocks in the Online Consumption Index account for 56.98% of the index, highlighting the dominance of major players like Alibaba and Tencent [9]

Core Viewpoint - Huawei's HarmonyOS-powered computer, known as Hongmeng Computer, was officially unveiled, showcasing its integration with advanced AI technologies [1] Group 1: Product Features - The Hongmeng Computer is equipped with HarmonyOS 5, featuring a new AI system and a dedicated assistant named Xiao Yi, which supports voice interaction and provides accurate and rapid responses [1] - The operating system of the Hongmeng Computer integrates with the Pangu large model and DeepSeek, enhancing its AI capabilities [1]