Core Insights - Huawei's "Intelligent World 2035" report outlines key technological trends and their impacts on various industries over the next decade, emphasizing the transformative potential of generative AI and the need for a forward-looking vision in technology [2][4]. Group 1: Key Technological Trends - Trend 1: AGI is expected to be the most transformative force in the next decade, but significant challenges must be overcome to achieve AGI breakthroughs [5]. - Trend 2: AI agents will evolve from execution tools to decision-making partners, driving industrial revolutions [5]. - Trend 3: Development models will change, with human-AI collaboration becoming mainstream, allowing humans to focus on design and innovation while AI handles coding tasks [5]. - Trend 4: Interaction methods will shift from graphical interfaces to natural language and multi-modal interactions, enhancing user experiences [5]. - Trend 5: Mobile apps will transition from standalone functions to AI-driven service nodes, providing users with seamless experiences [5]. - Trend 6: L4+ autonomous vehicles will become part of daily life, creating a "mobile third space" [5]. - Trend 7: By 2035, total computing power is projected to increase by 100,000 times, leading to disruptive innovations in computing architecture and paradigms [5]. - Trend 8: Data will become the "new fuel" for AI development, with storage needs expected to grow 500 times by 2025, accounting for over 70% of AI storage requirements [5]. - Trend 9: The number of connected entities will expand from 9 billion people to 900 billion intelligent agents, marking a shift from mobile internet to intelligent agent internet [5]. - Trend 10: Energy will be a critical factor for AI development, with renewable energy expected to surpass 50% of total generation by 2035 [5]. Group 2: Societal Impact and Governance - By 2035, AI is anticipated to help prevent over 80% of chronic diseases, shifting health management from reactive to proactive approaches [5]. - Over 90% of Chinese households are expected to have smart robots, indicating a shift towards immersive technological experiences in daily life [5]. - AI-driven autonomous decision-making organizations will reshape production paradigms, with AI application rates exceeding 85% and productivity improvements of 60% [5]. - The integration of "AI for all" and "AI for good" into governance frameworks is essential for humanity to maintain control over technology and build a human-centered intelligent world [6]. Group 3: Global Digitalization Index - Huawei has upgraded the Global Digital Index (GDI) to the Global Intelligence Index (GDII), which evaluates digital economic development through new production factors: data, ICT talent, and intelligent production tools [8]. - The GDII model includes key indicators such as data scale, application levels, network connectivity, computing power, and ICT skills, providing a comprehensive assessment for countries to navigate the digital economy [8]. - The report aims to offer insights for countries to develop precise industrial strategies and advance in the wave of digitalization [8].

Core Insights - Huawei released the "Intelligent World 2035" series report, which includes key technology trends and their impacts on various industries over the next decade [1][3] - The report emphasizes the transformative potential of Artificial General Intelligence (AGI) and the need for a forward-looking vision to guide technological advancements [1][3] Technology Trends - Trend 1: AGI is expected to be the most transformative force in the next decade, but significant challenges must be overcome to achieve AGI breakthroughs [3][4] - Trend 2: AI agents will evolve from execution tools to decision-making partners, driving industrial revolutions [4] - Trend 3: Development models will change, with human-AI collaboration becoming mainstream, allowing humans to focus on design and innovation [4] - Trend 4: Interaction methods will shift from graphical interfaces to natural language and multi-modal interactions, enhancing user experiences [4] - Trend 5: Mobile apps will transition from standalone functions to AI-driven service nodes, providing users with seamless experiences [4] - Trend 6: New L4+ autonomous vehicles will become part of daily life, creating a "third space" for mobility [4] - Trend 7: The computing field will break free from traditional architectures, leading to disruptive innovations in computing paradigms [4] - Trend 8: Data will become the "new fuel" for AI development, with storage needs projected to increase by 500 times by 2025 [4][5] - Trend 9: The number of connected devices will expand from 9 billion people to 900 billion intelligent agents, marking a shift from mobile internet to intelligent agent internet [4] - Trend 10: Energy will be a critical factor for AI development, with renewable energy expected to surpass 50% of total generation by 2035 [5] Predictions and Implications - By 2035, AI is predicted to help prevent over 80% of chronic diseases and shift health management from reactive to proactive [5] - Over 90% of Chinese households are expected to have smart robots, leading to immersive technological transformations in home environments [5] - AI-driven autonomous decision-making organizations will reshape production paradigms, with AI application rates exceeding 85% and productivity improvements of 60% [5] - The report highlights the role of AI in driving global digital economic growth, with over 70 countries having released AI strategies [5][6] Global Digital Intelligence Index (GDII) - The GDII framework maps traditional economic factors to the digital world, focusing on data, ICT talent, and digital production tools [6] - It aims to provide a comprehensive evaluation model for countries to assess their digital economy's quality and develop precise industrial strategies [6] - The report is intended to guide global digitalization and economic development, fostering collaboration among global customers and partners [6]

1. Report Industry Investment Rating - The investment rating for the global economy in the macro and financial sector is (Bullish) [1] 2. Core View of the Report - Overseas funds are continuously flowing into Chinese assets, leading to the rise of popular Chinese concept stocks and new highs in relevant indices. Huawei's report on the future trends of key technologies shows the potential of AGI and AI. The consumption of enterprise - level large - model Tokens in China has increased significantly, and Alibaba has advantages. Ningde Times has high - tech production lines and great potential in the energy storage business. The UK and the US have reached a technology agreement, and the US may set up a mining investment fund. The gold price increase is driven by European and American investors. China's economic policies and international economic trends are also favorable [1] 3. Summary by Related Catalog 3.1 Important Information - Overseas funds are flowing into Chinese assets, with the Nasdaq Golden Dragon China Index reaching a new high since February 2022 and the Hang Seng Tech Index hitting a new high since March [1] - Huawei released the Smart World 2035 series of reports, stating that AGI will be the most transformative driving force in the next decade, and the total computing power of the whole society will increase by 100,000 times in 2035 [1] - The daily average Token consumption of Chinese enterprise - level large models reached 10.2 trillion in the first half of 2025, a surge of 363% compared to the second half of 2024. Goldman Sachs believes Alibaba is in an advantageous position [1] - Morgan Stanley thinks Ningde Times' self - developed production line has high - tech features, with a current utilization rate of over 90%, and it is building new capacity with a target of 1TWh next year [1] - The UK and the US reached a "Technology Prosperity Agreement", and US tech giants will invest over £31 billion in AI and other projects [1] - The rise in the gold price is mainly driven by European and American investors, with significant increases in the US trading session and ETF holdings [1] - The US International Development Finance Corporation is in talks to set up a mining investment fund with a scale of about $5 billion [1] 3.2 Global Economic Logic - China is implementing the "Artificial Intelligence +" action, and the energy storage installation scale will double in three years. In August, a net inflow of $39 billion entered Chinese bonds and stocks [1] - The Federal Reserve has entered an interest - rate cut cycle, and the US Court of Appeals ruled that "reciprocal tariffs" are illegal [1] - US capital goods imports in July reached a record high of $95.8 billion, and the manufacturing industry is accelerating. The eurozone's manufacturing PMI in August exceeded the boom - bust line for the first time since June 2022 [1] - Huawei released the Smart World 2035 series of reports, and Yushu Technology open - sourced a world model - motion architecture for multiple types of robots. Global AI giants are starting a model competition [1]

Group 1: Federal Reserve Rate Decision - The Federal Reserve is expected to announce a 0.25 percentage point rate cut due to recent slowing employment growth [1] - Market consensus anticipates a 25 basis point cut, but there are expectations for a 50 basis point cut or continued cuts until 2026 [1] Group 2: Market Reactions to Rate Cut - CICC believes the upcoming rate cut is a "preventive" measure, indicating a gradual recovery of the U.S. economy, with potential overheating risks [2] - The market is expected to shift from "easing trades" (bonds strong, stocks weak) to "recovery trades" (stocks strong, bonds weak) over a transition period of 1-3 months [2] Group 3: A-Share Market Performance - A-shares saw collective gains, with the Shanghai Composite Index up 0.37%, Shenzhen Component Index up 1.16%, and ChiNext Index up 1.95% [3] - The trading volume in the Shanghai and Shenzhen markets reached 23,767 billion yuan, a slight increase of 353 billion yuan from the previous day [4] Group 4: Sector Performance and Trends - The ChiNext Index, Shenzhen Component Index, Sci-Tech Innovation 50 Index, and CSI 500 Index reached new highs [5] - The recent K-line patterns of the Shenzhen Component Index and ChiNext Index show strong offensive characteristics, with key sectors like communication equipment and new energy driving the indices [6] Group 5: Broker Stocks and Market Dynamics - Major brokerage stocks, including CITIC Securities and Guotai Junan, experienced significant selling pressure, indicating they are not yet in a primary upward trend [7] - The market is characterized by rotation among major sectors, with human-shaped robots, automotive, communication, and AI sectors generally rising [7] Group 6: Future Outlook and Key Sectors - The communication equipment sector's index is being closely monitored for potential new highs, while AI hardware stocks are expected to lead the market [8] - The solid-state battery sector shows a promising upward trend, warranting attention on core stocks [8]

Group 1 - Semiconductor equipment stocks surged on September 17, with Changchuan Technology rising over 8%, and other companies like Zhongwei Company, Zhongke Feimeng, and Tuojing Technology increasing by more than 5% [1] - The Semiconductor Equipment ETF (561980) saw its gains expand, reaching a 3.45% increase with a trading volume of 118 million yuan [1] - The ETF tracks the CSI Semiconductor Industry Index, which has a high concentration of components, with the top five stocks accounting for nearly 59% and the top ten exceeding 78% [1] Group 2 - The semiconductor industry chain experienced a significant surge, partly due to Tencent's announcement of full adaptation to mainstream domestic chips, leading to a 2% increase in its stock price [1] - Huawei released the "Intelligent World 2035" report, predicting a 100,000-fold increase in total computing power by 2035, with AI storage capacity demand expected to grow 500 times by 2025 [2] - National Securities highlighted the focus on semiconductor self-control, particularly in analog chips, memory chips, and computing ASICs, indicating significant growth potential [2]

记者丨杨乔羽 编辑丨叶映橙 9月16日，华为举办智能世界2035系列报告发布会，正式发布智能世界2035系列报告，包括《智 能世界2035》和《全球数智化指数2025》报告。 报告指出，2035年全社会的算力总量将增长10万倍。数据将成为推动人工智能发展的"新燃料"， AI存储容量需求将比2025年增长500倍，占比超过70%，Agentic AI驱动存储范式改变。通信网络 的连接对象将从90亿人扩展到9000亿智能体，实现移动互联网至智能体互联网的跃迁。到2035 年，人工智能将助力预防超过 80% 的慢性病，超过90%的中国家庭将拥有智能机器人，人工智能 应用率超过85%，AI 提升劳动生产率60%。 报告指出通往智能世界2035的十大技术趋势，具体如下： 趋势一： AGI将是未来十年最具变革性的驱动力量，但仍需克服诸多核心挑战，方能实现 AGI奇点突破。因此，走向物理世界是AGI形成的必由之路。 趋势二： 随着大模型的发展，AI智能体将从执行工具演进为决策伙伴，驱动产业革命。 趋势五： 手机App正从独立的功能实体，转变为由AI智能体驱动的服务节点。用户只需给出 指令，AI智能体将调用相关服务节点，为用 ...

Group 1 - Huawei held the "Exploring the Unknown, Leaping into the Future" keynote speech on September 16, officially releasing the "Intelligent World 2035" series reports, which include the "Intelligent World 2035" and "Global Digital Intelligence Index 2025" reports, forecasting key technological trends for the next decade and their impacts on various industries such as education, healthcare, finance, manufacturing, and energy [1] - The first trend indicates that AGI will be the most transformative driving force in the next decade, but several core challenges must be overcome to achieve the AGI singularity, with a necessary path towards the physical world [1] Group 2 - The second trend highlights that as large models develop, AI agents will evolve from execution tools to decision-making partners, driving an industrial revolution [2] - The third trend points to a transformation in development models, where human-AI collaborative programming becomes mainstream, allowing humans to focus on top-level design and innovative thinking while delegating tedious coding tasks to efficient AI [2] - The fourth trend notes a shift in interaction methods from graphical interfaces to natural language, evolving towards multi-modal interactions that integrate human senses, providing users with immersive experiences [2] Group 3 - The fifth trend states that mobile apps are transitioning from independent functional entities to AI-driven service nodes, where users can simply give commands, and AI agents will invoke relevant service nodes for an optimal experience [2] - The sixth trend anticipates that with breakthroughs in key technologies like world models, new L4+ autonomous vehicles will enter daily life, becoming a "mobile third space" [2] - The seventh trend predicts that by 2035, the total computing power of society will increase by 100,000 times, breaking free from traditional von Neumann architecture constraints and achieving disruptive innovations across four core areas: computing architecture, material devices, engineering processes, and computing paradigms [2] Group 4 - The eighth trend emphasizes that data will become the "new fuel" driving AI development, with AI storage capacity demands expected to grow 500 times by 2025, accounting for over 70% of total storage needs, leading to changes in storage paradigms driven by Agentic AI [2] - The ninth trend indicates that the number of connected objects in communication networks will expand from 9 billion people to 900 billion intelligent agents, marking a transition from mobile internet to intelligent agent internet [3] - The tenth trend highlights that energy will become a core constraint on the rapid development of AI, with renewable energy expected to accelerate the replacement of traditional fossil fuels, surpassing 50% of total power generation by 2035, while AI will play a central role in managing new energy systems through token management of watts for real-time energy management [3]

9月16日，华为举办智能世界2035系列报告发布会。 华为常务董事汪涛发表了"探索未知，跃见未来"的主题演讲，正式发布智能世界2035系列报告，包括《智能 世界2035》和《全球数智化指数2025》报告两大研究成果，展望了未来十年的关键技术趋势以及这些技术对 教育、医疗、金融、制造、电力等行业带来的改变和影响，并帮助全球各国量化数智化发展进程。 趋势一： AGI将是未来十年最具变革性的驱动力量 ，但仍需克服诸多核心挑战，方能实现AGI奇点突破。因 此，走向物理世界是AGI形成的必由之路。 趋势二： 随着大模型的发展，AI智能体将从执行工具演进为决策伙伴，驱动产业革命。 趋势三： 开发模式迎来变革， 人机协同编程成为主流 。人类将更专注于顶层设计和创新思考，而把繁琐的编 码执行工作，交给高效的AI来完成。 趋势四： 交互方式正从图形界面转向自然语言，并向着融合人类五感的多模态交互演进。用户通过语音、手 势等方式与数字世界互动，获得深度沉浸的体验。 趋势五： 手机App正从独立的功能实体，转变为由AI智能体驱动的服务节点。用户只需给出指令，AI智能体 将调用相关服务节点，为用户提供极致体验。 趋势六： 随着世界模 ...

Core Insights - Huawei's "Intelligent World 2035" report predicts a tenfold increase in total computing power by 2035, with data becoming the new fuel for AI development [1][3] - The report outlines ten key technological trends that will shape the future, emphasizing the transformative potential of AGI and the evolution of AI from execution tools to decision-making partners [1][2][3] Group 1: Technological Trends - Trend 1: AGI is expected to be the most transformative force in the next decade, but significant challenges must be overcome to achieve breakthroughs [2] - Trend 2: AI agents will evolve from execution tools to decision-making partners, driving an industrial revolution [2] - Trend 3: Human-AI collaborative programming will become mainstream, allowing humans to focus on design and innovation while AI handles coding tasks [2] Group 2: Interaction and Services - Trend 4: Interaction methods are shifting from graphical interfaces to natural language and multi-modal interactions, enhancing user experience [2] - Trend 5: Mobile apps are transitioning from standalone functions to AI-driven service nodes, providing users with seamless experiences [2] - Trend 6: Advances in key technologies will lead to the introduction of L4+ autonomous vehicles, creating a new "third space" for mobility [2] Group 3: Computing and Data - Trend 7: Total computing power is projected to increase by 100,000 times by 2035, with disruptive innovations in computing architecture and paradigms [2][3] - Trend 8: AI storage capacity demand is expected to grow 500 times by 2025, with data becoming a critical driver for AI [2][3] - Trend 9: The number of connected entities will expand from 9 billion people to 900 billion intelligent agents, marking a shift from mobile internet to intelligent agent internet [2] Group 4: Energy and Health - Trend 10: Renewable energy will replace traditional fossil fuels, with over 50% of energy generation coming from renewables by 2035, and AI will play a central role in managing energy systems [3] - By 2035, AI is projected to help prevent over 80% of chronic diseases, shifting health management from reactive to proactive [3] - Over 90% of Chinese households are expected to own smart robots, indicating a significant shift towards immersive technology-driven living environments [3]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ "到2035年，人工智能将助力预防超过80%的慢性病；超过90%的中国家庭将拥有智能机器人；人 类将逐渐进入全息生活空间的时代。" 9月16日，华为发布智能世界2035系列报告，展望了未来十年的关键技术趋势以及这些技术对教 育、医疗、金融、制造、电力等行业带来的改变和影响。 华为预测,到2035年 9000 亿 全球Al智能体数量将达到 10 万倍 全社会算力需求提升 500倍 Al存储容量提升 通信联接数量提升 50 % 新能源发电量占比超过 华为常务董事汪涛发表了"探索未知，跃见未来"的主题演讲。汪涛表示："每一次文明的跃迁都源 自人类对未知的不断探索。这份深植于人类基因的探索精神，推动我们不断突破认知与技术的边 100倍 界，走向更加繁荣的智能文明。生成式人工智能正在以我们从未想象过的方式，重新定义未来的可 能性。因此，我们比以往任何时候都更需要前瞻的视野，更需要依靠科技的愿景与假设来指引前 路。" 在华为看来，未来十年， AGI、智能体、自动驾驶、算力 等十大关键技术，将发展成什么样子呢？ ...