今日（6.23）午后，计算机板块走高。软件50ETF（159590）收涨2.14%，已连续2日获资金净流入！信创50ETF（560850）收涨2.07%，成交额再度放 量。 消息面上，6月20-22日，华为开发者大会（HDC 2025）在东莞隆重召开。在大会现场，余承东宣布鸿蒙6（HarmonyOS 6）正式发布，通过全新全场景架 构，带来更创新的全场景应用，鸿蒙已经进入"最好的发展状态"。鸿蒙智能体框架（Harmony Agent Framework）也正式发布，首批50多个鸿蒙智能体即 将上线。余承东发表主题演讲时表示，鸿蒙生态已迈入飞轮加速新阶段，超30000个应用及元服务在加速开发中，覆盖政务、医疗、工业等近20个行业。 钉钉、飞书等100多个通用办公平台已"鸿蒙化"，覆盖3800万家企业。全面升级的盘古大模型5.5发布，备受市场关注的CloudRobo具身智能平台正式亮 相，CloudRobo具身智能平台基于盘古大模型的多模态能力及思维能力，整合了数据合成、数据标注、模型开发、仿真验证、云边协同部署以及安全监 管等端到端能力。国元证券认为，华为作为中国科技行业的领先企业，在鸿蒙、大模型、智能体等方面 ...

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]

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 ...