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]

鸿蒙生态继续加速。 去年，华为在开发者大会上推出了从内核到应用全栈自研的操作系统HarmonyOS NEXT（即"鸿蒙5"），推动 鸿蒙正式走向原生鸿蒙。 鸿蒙6是原生鸿蒙的第二个版本，余承东介绍，鸿蒙6将带来全新的互联和智能体验，全场景体验更易用，时延 更低；鸿蒙智能再进化，AI能力更开放。同时，HMAF鸿蒙智能体框架赋能鸿蒙应用和元服务智能化升级，让 人机交互更自然、强大、高效和协同。在会上，余承东宣布，鸿蒙6开发者Beta版今日面向开发者正式启动。 据了解，鸿蒙6开发者Beta版首次发布鸿蒙智能体框架（HMAF, Harmony Agent Framework），并带来全新的鸿 蒙智能体。基于强大的AI能力，让应用真正从传统的"以用户指令为中心"转变为"以用户意图为中心"，从应用 的"被动响应"到智能体的"主动服务"的质变。鸿蒙应用将"生而智能"，更精准预判用户需求，快一步实现用户 意图。鸿蒙智能体提供丰富AI工具，让开发者更容易打造AI应用。 据介绍，鸿蒙智能体的核心优势在于"软-硬-云"生态的全链路打通：通过系统工程思维，整合了丰富的端侧数 据和硬件体系，能够充分了解用户的意图和偏好，更好地支撑AI ...