近日，随着华为宣布投入10亿元启动"天工计划"以及高通联合主流安卓厂商启动"AI加速计划"，手机AI 智能体升级及其生态扩张进一步加速。 从荣耀的YOYO、vivo的蓝心小V到华为的小艺智能体，AI智能体成为手机标配的同时，通过与第三方 App及其他智能体的联动，打响了新一轮的生态竞争。 手机厂商全面押注"智能体"生态 "今年大家的AI发展思路已经进入到一个新的阶段。"IDC中国研究经理郭天翔向新京报贝壳财经记者表 示，之前AI还处于对手机原有功能的改善或提升阶段，且更多地借助云端大模型，现在厂商都开始强 调AI智能体。 "手机通过内置本地化端侧模型，真正区分了AI手机与用户下载第三方AI应用在功能上的差异，同时， AI 智能体可以自己执行任务，为手机消费者提供更个性化的服务。"郭天翔说。 目前，中国主流手机厂商已全面布局AI智能体赛道，从传统语音助手向具备自主决策和执行能力的AI 智能体演进。同时，为了增强手机智能体跨应用任务完成能力，手机厂商还加快推动智能体框架及生态 建设。 今年6月底，华为发布了全新的鸿蒙智能体框架（HMAF），目标是构建一个具备自主决策和群体协作 能力的AI生态系统，让系统内的所有智 ...

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].