8月27日，华为终端微博发文称：三折叠再展非凡！9月4日14:30，华为MateXTs非凡大师及全场景新品 发布会，敬请期待！ 随后，华为常务董事、终端BG董事长余承东连发两条微博表示："新三折叠来了！华为MateXTs非凡大 师9月4日14:30不见不散。" 按照之前供应链的说法，全球第一台三折叠产品华为Mate XT表现亮眼，截至今年上半年出货量逼近50 万台。 据悉，华为Mate XTs ID设计没有太大变化，可选玄黑、瑞红、皓白、绛紫四款配色，升级了影像、性 能、外围体验，业内预估会有不错的销量。 核心升级为麒麟9020芯片，CPU部分由1 x泰山大核2.5GHz+3 x 泰山中核2.15GHz+4×1.6GHz小核组成， 集成Maleoon 920 840MHz GPU。 之前有博主透露，该机价格将下探，定价在15000元左右。而其前代产品华为Mate XT非凡大师 16GB+256GB版本价格为19999元、16GB+512GB版本21999元、16GB+1TB版本23999元。 （齐鲁晚报·齐鲁壹点客户端编辑 武秀英 综合华为终端微博、余承东微博、新浪科技） ...

Core Viewpoint - The article emphasizes the investment potential of the Hang Seng Technology Index, suggesting it is undervalued and poised for a rebound, particularly in the context of the ongoing AI wave and favorable industry news [2][3][6]. Market Performance - On August 25, global capital markets saw a broad increase, with the Shanghai Composite Index rising by 1.51%, the ChiNext Index up by 3%, and the Hang Seng Index gaining 1.94%. The Hang Seng Technology Index led the gains with a rise of 3.14%, and the Hang Seng Technology ETF (513180) surged by 4.2%, marking a year-to-date increase of 29.79% [1]. Valuation and Investment Strategy - Despite recent gains, the Hang Seng Technology Index is still considered "cheap," with a price-to-earnings ratio of 21.77, below the five-year average of 23.46, and a price-to-book ratio of 3.13 [6][7]. - Historical data indicates a clear alternating relationship between the ChiNext Index and the Hang Seng Technology Index, suggesting that the latter has significant room for upward movement, especially when the former reaches new highs [3][4]. Industry Catalysts - The domestic computing power sector has received multiple positive developments, including advancements in domestic chip technology and increased demand for AI capabilities. Notable companies like Huawei and Haiguang Information have made significant strides in chip performance and ecosystem development [7][8][9]. - The demand for domestically produced chips is expected to rise due to ongoing international supply chain risks, with companies like Xpeng Motors also signaling confidence in the market by announcing plans for L4 autonomous vehicles and increasing their stock holdings [10][11]. Composition of the Hang Seng Technology Index - The Hang Seng Technology Index includes major players in the semiconductor and smart driving sectors, with significant weightings in companies like SMIC, Hua Hong Semiconductor, and BYD, which collectively represent a substantial portion of the index [11][12]. Future Outlook - The article posits that the Hang Seng Technology Index is on the verge of a "high光时刻" (highlight moment) as China's tech industry continues to rise, suggesting that the current rebound may just be the beginning of a more significant upward trend [13].

作为中国开放程度最高、经济活力最强的区域，粤港澳大湾区共有15家企业上榜，领跑全国。 南方财经记者吴佳霖 广州报道 近期，《财富》杂志发布2025年中国科技50强榜单。 这是第二年发布该榜单。与去年相比，北京、深圳两市作为双核继续引领，更多AI与机器人企业新上榜。例如，大热的大模型企 业DeepSeek首次入选便空降第二，而在机器人领域，宇树科技、云深处、珞石机器人等企业新上榜。 其中，北京、深圳、杭州三城占据了半壁江山，合计共有25家企业上榜，刚好是总榜单的50%。分区域来看，大湾区共15家，长 三角共12家，北京10家，占比74%，是中国科技创新的主力军。 | 区域板块 | 包含城市及上榜数量 | 小计 | | --- | --- | --- | | 粤港澳大湾区 | 深圳 (9)、广州 (3)、香港 (1)、中山 (1)、惠州 (1) 15家 | | | 长三角城市群 | 上海(3)、杭州(6)、苏州 (2)、常州 (1) | 11家 | | 京津冀城市群 | 北京(10)、石家庄(1) | 4家 | | 成渝经济圈 | 成都(3)、重庆(1) | ４家 | | 山东半岛城市群 | 青岛(1)、烟台(1 ...

Core Viewpoint - The article highlights the achievements of Chinese technology companies, particularly Huawei and DeepSeek, in the semiconductor and AI sectors, emphasizing their global leadership and innovation capabilities [1][3]. Group 1: Huawei's Achievements - Huawei ranks first in the 2025 Fortune China Technology 50 list, showcasing its comprehensive strengths in communication, chips, operating systems, and AI [1][4]. - In the 5G communication sector, Huawei holds a 15% share of essential patents globally, providing critical technological support for 5G network construction in multiple countries [3]. - The Kirin 9020 chip has over 90% localization rate, significantly enhancing performance, while the Ascend AI processor has set global performance records in supporting large model inference [3]. - The Harmony operating system has been installed on over 10 million devices, indicating continuous ecosystem expansion [3]. Group 2: DeepSeek's Impact - DeepSeek ranks second in the Fortune list, recognized for its AI large model DeepSeek-R1, which scored 88.5 in the MMLU benchmark test, outperforming international models like Llama 3 and Claude 2 [1][7]. - DeepSeek's model has a strong presence in the open-source community, with global downloads ranking in the top ten, and as of June 2025, it has 163 million monthly active users, making it the largest AIGC application worldwide [7]. Group 3: Other Notable Companies - Other companies such as CATL, Alibaba, Tencent, and BYD also feature prominently in the technology landscape, with CATL leading the global market in power batteries and energy storage systems, achieving a 37.6% market share in global power battery installations in 2024 [8].

Core Viewpoint - The article emphasizes the emergence of a new era where technology and humanity are increasingly integrated, highlighting the significant role of Chinese companies in driving technological advancements and global influence [2][3]. Group 1: Historical Context - The article traces the evolution of technology from the steam engine in the 18th century to the rise of artificial intelligence and quantum computing in the present day, illustrating how these advancements have transformed human labor and interaction [2]. Group 2: Current Trends in Technology - Chinese companies are focusing on practical applications of technology, particularly in vertical sectors like finance and healthcare, rather than engaging in vague conceptual discussions [3]. - Innovations such as embodied intelligence and brain-computer interfaces are being developed to enhance human capabilities and address complex problems [2][3]. Group 3: Featured Companies - Huawei is recognized for its leadership in 5G technology, with a 15% share of global essential patents, and significant advancements in chip development and AI algorithms [12]. - DeepSeek, a prominent AI model, achieved an MMLU benchmark score of 88.5, ranking it among the top AI models globally [15]. - CATL leads the global battery market with a 37.6% share in power battery installations and a significant investment in R&D [19]. - Alibaba has established itself as a major player in cloud computing and AI, with over 200 million active users on its AI applications [25]. - Tencent holds a strong position in digital technology, with over 86,000 patent applications globally [28]. - BYD's global electric vehicle sales reached 4.27 million units in 2024, with ambitious growth plans for 2025 [31]. - ByteDance is heavily investing in AI, with a capital expenditure of 80 billion yuan in 2024 [34]. - DJI dominates the consumer drone market, holding a 70-85% share globally [40]. - Lenovo leads the global PC market with a 23.8% share as of Q1 2025 [46]. - BOE Technology is a leader in the semiconductor display industry, with a significant share in various display applications [49]. - Other notable companies include Shanghai Yiyu Technology, SF Technology, and others, each contributing to advancements in their respective fields [56][59].

Core Viewpoint - Huawei has officially launched the Pura 80 series smartphones and the WATCH5, marking a significant step in its high-end product lineup and the HarmonyOS ecosystem [4][8]. Group 1: Huawei Pura 80 Series - The Pura 80 series starts at a price of 6499 yuan and is the first high-end flagship to feature the HarmonyOS 5 operating system, representing a strategic milestone for Huawei [4]. - The series is expected to intensify competition in the high-end smartphone market, with Huawei regaining the top position among domestic brands with a market share of 19.4% in Q1 2025, largely due to the success of the Pura 70 series [4]. - The Pura 80 series features advanced imaging capabilities, including a 1-inch sensor and proprietary imaging algorithms, enhancing photo quality in various lighting conditions [7]. - The Pura 80 Ultra supports continuous optical zoom from 3.5x to 20x, catering to diverse user photography needs [7]. - The series is powered by the Kirin 9020 chip, which improves performance while reducing power consumption, ensuring a smooth user experience [7]. - Pricing for the Pura 80 series includes a standard version starting at 5499 yuan, a Pro version at 7499 yuan, and an Ultra version at 8999 yuan, catering to different consumer segments [7]. Group 2: Huawei WATCH5 - The WATCH5 features the latest HarmonyOS 5 system, with upgrades in health monitoring and smart interaction capabilities [8]. - It includes various health sensors for real-time monitoring of heart rate, blood oxygen, and sleep, providing personalized health recommendations through AI algorithms [8]. - The design of the WATCH5 maintains a classic round dial while enhancing material and strap design for improved aesthetics and comfort [8]. Group 3: Ecosystem Development - The launch of the Pura 80 series and WATCH5 enriches Huawei's product matrix, furthering its goal of creating a comprehensive smart living ecosystem that spans smartphones, wearables, tablets, and smart home devices [8].

Core Points - Huawei launched the Pura 80 series, which includes four models: Pura 80, Pura 80 Pro, Pura 80 Pro+, and Pura 80 Ultra, featuring advanced camera technology and the HarmonyOS 5 operating system [3][5][12] Group 1: Product Features - The Pura 80 Ultra features a 50MP SC5A0CS sensor, the strongest 1-inch main camera in the industry [3] - The Pura 80 series is the first high-end flagship to run on HarmonyOS 5, which allows seamless collaboration across 12 device types [3] - The Pura 80 Pro and Pro+ models have a 1-inch main camera with a variable aperture and multiple advanced sensors for enhanced photography [12][15] Group 2: Design and Pricing - The Pura 80 series offers various color options, including Velvet Black, Velvet White, Velvet Gold, and Velvet Green [3] - The Pura 80 Pro starts at 6499 yuan, while the Pura 80 Pro+ starts at 7999 yuan, and the Pura 80 Ultra starts at 9999 yuan [5][8] Group 3: Research and Development - Huawei has invested a total of 1.249 trillion yuan in R&D over the past decade, with 2024 R&D expenses projected to reach 179.7 billion yuan, accounting for 20.8% of total revenue [17] - The company holds 150,000 valid global patents, showcasing its commitment to innovation [17] Group 4: Technological Innovations - Huawei's new "one base dual telephoto" camera structure patent enhances imaging quality by allowing light path switching between different focal lengths [19]

Core Insights - Huawei is expected to launch the nova 14 series, which is anticipated to be the strongest iteration in recent years, with a significant upgrade compared to previous models [1] - The nova 14 series will include three models: standard, Pro, and Ultra, with the standard version likely featuring the new Kirin 8 series chip, outperforming the Kirin 9010 [2][5] - The top model is expected to share the same chip tier as the flagship Mate and Pura series, specifically the Kirin 9020 [2] Product Specifications - The Kirin 9020 chip features an 8-core, 12-thread design with a combination of 1×2.5GHz, 3×2.15GHz, and 4×1.6GHz, while the Kirin 9010 has a combination of 1×2.3GHz, 3×2.18GHz, and 4×1.55GHz [4] - The nova 14 Pro and Ultra models are likely to incorporate advanced imaging technology from the Mate 70 series, including a periscope telephoto lens for the Ultra model [7] - The upcoming Pura 80 series is also generating buzz, with the Ultra model expected to feature a 1-inch main camera and a 1/1.3-inch periscope lens, both utilizing RYYB color array technology [7] Display and Design - The Pura 80 series is rumored to have a new screen design, with the standard version possibly featuring a 1.5K flat display and the Ultra model adopting a 1.5K full-depth four-curved screen [10] - The Pura 80 Ultra is expected to come with a dual-layer OLED panel, enhancing brightness, color saturation, and contrast compared to traditional single-layer OLED displays [10] Performance Enhancements - The Pura 80 series is anticipated to utilize an optimized version of the Kirin 9020 chip, promising improved performance over previous generations [13]