Core Insights - The mobile industry is accelerating the development of AI agents, with Huawei investing 1 billion yuan in the "Tian Gong Plan" and Qualcomm collaborating with major Android manufacturers on the "AI Acceleration Plan" [1][2] - AI agents are becoming standard features in smartphones, enhancing ecosystem competition through integration with third-party apps and other AI agents [1][2] Group 1: AI Agent Development - Major Chinese smartphone manufacturers are transitioning from traditional voice assistants to AI agents with autonomous decision-making and execution capabilities [2][3] - Huawei's new Harmony AI Agent Framework (HMAF) aims to create a collaborative AI ecosystem where all agents work together, supported by a 1 billion yuan investment to enhance the AI ecosystem [2][3] - Honor's AI agent YOYO, based on the MagicGUI open-source model, has developed multi-modal AI perception and cross-application execution capabilities [3] Group 2: Industry Collaboration - Qualcomm, in partnership with GTI and major telecom operators, has launched the "AI Acceleration Plan" to expand edge intelligence applications across various devices [3] - The industry is strengthening collaboration across the supply chain to enhance the capabilities of AI agents and their integration into smartphones [3][6] Group 3: Challenges and Limitations - Current AI agents face challenges in practical usability and privacy protection, with limitations in accurately interpreting complex app interfaces [4][5] - Many AI agents can only perform basic tasks, often relying on "screen reading and simulated clicking" methods, which are seen as transitional solutions [4] - Privacy concerns arise from the need for AI agents to access personal data, leading to calls for user verification of AI actions to prevent errors [5] Group 4: Future Directions - The establishment of the "IIFAA Intelligent Agent Trusted Interconnection Working Group" aims to create industry standards for secure interactions between AI agents [6] - Future developments may see AI agents expanding from smartphones to tablets, PCs, and other devices, enhancing their functionality and integration [6] - Qualcomm emphasizes the need for innovative memory architectures and low-power processors to support the growing demands of AI agents [7]

Group 1 - The core focus is on the active development of the domestic AI industry chain, with the Huabao AI ETF (589520) showing a price increase of over 1.4% at one point, currently up 0.47%, indicating a positive market sentiment [1] - Key stocks in the AI sector include Stone Technology, which rose over 4%, and Lexin Technology, which increased by more than 2%, along with Daotong Technology, Lingyun Light, and Fudan Microelectronics, all rising over 1% [1] - The People's Bank of China and six other departments issued guidelines to enhance financial support for consumption, aiming to stimulate high-quality consumption supply and meet diverse financing needs [3] Group 2 - The semiconductor industry is expected to maintain high growth, with May's integrated circuit production and export volumes increasing, and Q2 retail sales of communication equipment showing sustained growth [3] - The emergence of the Harmony Smart Body Framework (HMAF) enhances the native support capabilities of Harmony OS, promoting the integration of AI capabilities into operating systems and driving upgrades in edge AI applications [3] - Investment opportunities are recommended in the Huawei terminal industry chain due to the anticipated growth in AI applications and hardware upgrades [3] Group 3 - Guojin Securities suggests focusing on sectors with confirmed growth in the first half of the year, including AI-PCB, computing power hardware, and the semiconductor industry [4] - The Huabao AI ETF (589520) is positioned to benefit from the acceleration of AI integration in edge chips and software, with a balanced index covering application software, terminal applications, terminal chips, and cloud chips [5] - The electronic ETF (515260) tracks the electronic 50 index, heavily investing in the semiconductor and consumer electronics sectors, covering popular industries such as AI chips, automotive electronics, 5G, and cloud computing [6]

Core Viewpoint - Huawei's HarmonyOS 6 is accelerating the development of the Harmony ecosystem, with significant advancements in AI capabilities and a growing demand for developers and talent in various industries [2][3][7]. Group 1: HarmonyOS 6 Launch - HarmonyOS 6 was officially launched at the Huawei Developer Conference 2025, with a Beta version available for developers [2][4]. - The new operating system promises enhanced connectivity and intelligent experiences, making it easier to use across various scenarios [3][5]. Group 2: AI and Intelligent Framework - HarmonyOS 6 introduces the Harmony Agent Framework (HMAF), which shifts applications from a user-command-centric model to a user-intent-centric model, enhancing proactive service capabilities [5][6]. - The integration of a comprehensive "soft-hard-cloud" ecosystem allows for better understanding of user preferences and supports AI decision-making [6]. Group 3: Ecosystem Growth - The Harmony ecosystem has transitioned to a phase of exponential growth, with over 30,000 applications and services in development across nearly 20 industries, including government, healthcare, and industrial sectors [3][9]. - The number of registered developers has surpassed 8 million, indicating a robust community contributing to the ecosystem [3][10]. Group 4: Talent Demand and Education - There is a significant talent gap in the Harmony ecosystem, with reports indicating a need for over 1 million skilled professionals, as the average salary for Harmony developers is projected to rise by 43.1% in 2024, outpacing Android's 22.7% [10]. - Huawei is collaborating with industries and educational institutions to cultivate Harmony talent, with over 7.32 million individuals having engaged in Harmony development training [10].