Core Viewpoint - The article discusses the transformative potential of Large Language Models (LLMs) in the field of active investment research, addressing the challenges posed by information overload in the digital age and highlighting the efficiency and depth that LLMs can bring to information processing and analysis [1][8]. Information Acquisition and Processing - LLMs enhance the efficiency of analysts by automating information tracking, report analysis, and earnings call summaries, allowing for the extraction of key insights from vast amounts of data [3][12]. - Automated market information tracking enables LLMs to access multiple data sources, filter and categorize information based on keywords or themes, and generate structured summaries [3][12]. - LLMs can aggregate and compare analyst reports, extracting critical information such as ratings, target prices, and earnings forecasts, while identifying market consensus and discrepancies among analysts [3][29]. - Earnings call summaries can be quickly processed by LLMs to extract financial updates, strategic focuses, and management insights, while also comparing historical content for changes in management communication [3][31]. Deep Analysis and Mining - LLMs can quantify and analyze market sentiment and unstructured information, identifying emerging themes and multidimensional risks, thus providing unique perspectives for investment decisions [4][38]. - The ability to quantify sentiment allows LLMs to assess emotional nuances in texts, track sentiment changes over time, and identify key drivers of sentiment shifts [4][38]. - LLMs can assist in situational performance attribution by analyzing significant news and industry dynamics related to portfolio holdings, offering richer narrative explanations beyond traditional quantitative models [4][39]. Strategy Generation and Validation - LLMs facilitate the discovery of interpretable innovative Alpha factors and significantly lower the barriers for quantitative strategy backtesting by converting natural language descriptions into executable code [5][46]. - The advantages of LLMs in fundamental factor discovery include broad thinking and cross-domain integration, logical coherence and interpretability, and high customizability [5][45]. - LLMs can transform qualitative investment strategies into quantifiable backtestable code, enabling fund managers without coding skills to validate and optimize fundamental strategies [5][46]. Application Prospects - The integration of LLMs in active investment research presents significant opportunities, but successful large-scale application requires effective human-AI collaboration and addressing challenges related to data accuracy and bias [6][9]. - The deepening of human-AI collaboration necessitates new skill sets for research personnel, such as precise prompting and critical evaluation of AI outputs [6][9].

周二舆情热度20250506 ①华为鸿蒙-华为开发者大会HDC·2025定档6月20-22日召开，这次大会可以深度体验HarmonyOS最新版本的设计； 此外，鸿蒙PC版也可能会在此次大会亮相。 （倍益康（北交所）、惠为智能（北交所）、中亦科技、天源迪科、常山北明等） ①华为鸿蒙-华为开发者大会HDC·2025定档6月20-22日召开，这次大会可以深度体验HarmonyOS最新版本的设计； 此外，鸿蒙PC版也可能会在此次大会亮相。 （倍益康（北交所）、惠为智能（北交所）、中亦科技、天源迪科、常山北明等） ②机器人-当前我国智能机器人场景落地加速，许多具身智能机器人开始融入我们的生产、生活，开启越来越多的 人机协作新方式。 周二舆情热度20250506 ②机器人-当前我国智能机器人场景落地加速，许多具身智能机器人开始融入我们的生产、生活，开启越来越多的 人机协作新方式。 （全筑股份、珠海冠宇、倍益康（北交所）、嵘泰股份、明阳科技（北交所）、南山智尚、南方精工、恒辉安 防、精工科技等） ③中俄-俄罗斯卫星通讯社5月3日发布5月9日阅兵名单。 经双方商定，中方和欧洲议会决定同步个面取消对相互交往的限制，这将为中欧关 ...

孟夏携雷捷报传，沪指重攀云汉边。 万亿成交添异彩，五千个股绽新妍。 聚能星火开新纪，算网鸿蒙拓宇天。 长线旌旗风正劲，牛途赤焰照坤乾。 市场解析： 今天市场放量走强，沪指突破3300点，能否一鼓作气出现连阳行情？从技术面分析来看，沪指日线级别 今天突破了长期趋势带的压力，这一信号非常重要。在我们的体系中，趋势是大前提，目前日线级别趋 势已开始出现由弱转强的信号，未来相对乐观。 不过，目前连阳上涨的概率不高。沪指60分钟、90分钟、120分钟级别均出现了黄色圆圈，代表筑顶信 号，信号强度不算弱，行情可能面临短期高点。 成交量方面，两市成交额不到1.4万亿，不满足连续进攻的条件。如果接下来能达到1.7万亿以上的级 别，才可能呈现持续进攻的状态。 接下来我们要密切注意两点： 一、短周期的见顶信号（绿色向下箭头）能否出现； 二、市场能否继续放量。如果见顶信号出现且市场放量不明显，行情可能维持震荡上行，呈现一步三回 头的走势，短线压力区在3320至3350点。 操作上，根据目前的信号来看，短期没必要追涨，耐心等待接下来行情调整时的低吸机会。 板块方向 节前我们就分析过，5月如果有行情，大概率是科技的天下，今天盘面表现确 ...

Group 1 - The core viewpoint of the article highlights the strong performance of companies related to the HarmonyOS concept, with Tianyuan Dike rising over 15% [1] - The article mentions that Dahua Intelligent reached its daily limit, while other companies like Hanyi Co., Kela Software, Yaxin Security, Rongke Technology, Fengzhushou, and Runhe Software also saw significant gains [1] - The Huawei Developer Conference (HDC·2025) is scheduled for June 20-22, where the latest version of HarmonyOS is expected to be showcased [1] Group 2 - The invitation for the conference indicates that attendees will have the opportunity to deeply experience the design of the latest HarmonyOS version [1] - There is speculation that the PC version of HarmonyOS may also be unveiled during the conference [1]

Market Overview - The Hang Seng Index showed upward movement at the end of April, providing guidance for May's market trends [1] - Historically, overseas markets tend to rise during long holidays, with notable increases in AI giants' stock prices, such as Microsoft and Mate [2] Economic Indicators - The U.S. non-farm payroll data for April exceeded expectations, with an increase of 177,000 jobs compared to the forecast of 138,000 [3] - The upcoming Federal Reserve meeting on May 7 is expected to maintain current interest rates, with a strong focus on the strengthening of the RMB, which recently surpassed the 7.20 mark for the first time since November [4] - The fiscal deficit for the year is projected at 5.66 trillion yuan, an increase of 1.6 trillion yuan from the previous year, indicating a higher deficit rate of 4% [4] Industry Trends - The release of the Harmony OS PC version is anticipated soon, which aims to reduce reliance on Windows and create a self-sufficient ecosystem, potentially reshaping the PC market [5] - Xiaomi's MiMo model, with a parameter scale of 7 billion, is designed for lightweight deployment, particularly in mobile and automotive applications [5] - The humanoid robot market is expected to see significant growth, with projections indicating that humanoid robots will enter the general product category by 2026, reaching a production or sales threshold of 100,000 units [5] Company Performance - UBTECH Robotics (09880) is projected to achieve a revenue of 1.305 billion yuan in 2024, a year-on-year increase of 23.7%, driven by growth in educational and customized intelligent robot products [6] - The company’s revenue from educational robots and solutions is expected to reach 363 million yuan, while revenue from customized robots is projected to grow by 126.1% to 141 million yuan [6][7] - The company has made advancements in navigation, machine vision, and AI integration, which are expected to accelerate the industrialization of humanoid robots [8] AI Industry Developments - The AI sector remains a focal point in the U.S.-China tech rivalry, with recent calls for restrictions on AI technology flow to China [9] - Major Chinese tech companies are ramping up AI development, with Alibaba and Tencent making significant advancements in their AI models [9] - Upcoming releases and investments in AI infrastructure are expected to catalyze growth in the technology sector, with Huawei set to launch new products in May [9] Market Sentiment - The Hang Seng Index is showing bullish sentiment, supported by a concentration of market interest in technology and consumer sectors, particularly in robotics and AI applications [10][11]