Group 1 - Microsoft launched the Copilot Vision feature for Windows, allowing the AI assistant to analyze user screens and provide real-time suggestions during activities like gaming and photo editing [1] - Mattel, the manufacturer of Barbie and Hot Wheels, partnered with OpenAI to integrate generative AI into toy development and IP revitalization, marking OpenAI's first collaboration with a toy company [2] - Google introduced the Weather Lab website, utilizing DeepMind AI models to predict tropical cyclone characteristics and allowing users to compare AI predictions with traditional weather models [3] Group 2 - Tencent's Yuanbao launched a "College Entrance Examination Volunteer Consultation" feature, providing personalized advice for students filling out their college applications [4]

Group 1 - Microsoft launched the Copilot Vision feature for Windows, enhancing its AI assistant capabilities to analyze user screens and provide real-time suggestions during activities like gaming and travel planning [2] - AMD introduced the new AI chip MI400 at the Advancing AI 2025 conference, which will be available next year and can be integrated into a complete server rack named Helios, indicating a strong partnership with OpenAI [3] - NVIDIA CEO Jensen Huang expressed optimism about the growth of autonomous driving and robotics in the coming years, suggesting a significant market focus on these technologies [4] Group 2 - Google Cloud experienced a widespread outage affecting popular applications like Spotify and Discord, raising concerns about the reliability of cloud service providers [5] - Meta partnered with XGS Energy to develop a 150-megawatt geothermal power plant, aiming to enhance its clean energy image and strengthen its position in the tech and energy sectors [6]

Core Insights - Google's AI strategy is focused on making AI more accessible to users, with the introduction of the Gemini AI assistant integrated into Chrome on Windows 10 and 11 [1][3] - The integration aims to provide a personalized and intelligent browsing experience, similar to the Copilot feature in Microsoft's Edge browser [3] - Gemini's future expansion will include various platforms such as Wear OS, Android Auto, Google TV, and Android XR, indicating a broader strategy to embed AI across devices [3] Strategic Shifts - Three months prior, Google had separated Gemini from the Google App, encouraging users to download a standalone Gemini app, which was seen as an effort to enhance brand recognition [5][6] - The sudden shift in strategy may be linked to a reorganization of Google's AI business and the departure of a key executive responsible for Gemini [6][8] - Despite Gemini's growth, with 85 million monthly active users, other AI applications from Google have not performed as well, highlighting a competitive gap with ChatGPT, which surpassed 400 million monthly active users [8][10] Competitive Landscape - ChatGPT's significant user base poses a challenge for Gemini, as users may prefer the more established and recognizable platform [10][11] - The decision to integrate Gemini into Chrome is seen as a strategic move to increase user engagement and accessibility, leveraging Chrome's high market share [13] - Previous successful integrations of AI assistants in browsers by competitors like Microsoft and Tencent serve as a precedent for this strategy [13]

Investment Rating - The report maintains a "Recommendation" rating for the industry [5] Core Viewpoints - The emphasis on "technology domestic demand" is highlighted, with a focus on self-reliance and control as a core theme in the context of major power competition [3][10][22] - The report suggests that the domestic computing demand and self-reliance will be the main drivers for investment opportunities in the technology sector [3][22] - The report identifies key areas of focus including domestic AI computing, national software innovation (信创), military information technology, and the Harmony OS ecosystem [3][22] Summary by Sections Market Review - The Shanghai Composite Index fell by 1.37%, the SME Index by 2.93%, and the ChiNext Index by 2.95% during the week of March 31 to April 3 [30] Industry News - The report discusses the release of the national measurement list which is expected to accelerate the domestic innovation industry [14] - It notes the importance of the Harmony OS as a significant new player in the domestic operating system market, particularly in PCs [15] Company Dynamics - Highwei Technology plans to reduce its shareholding by up to 4,400,000 shares, accounting for 1% of the total share capital [27] - The report mentions that Lai Si Information has completed the registration and filing procedures for changing its legal representative [27] Investment Suggestions - The report recommends focusing on companies involved in domestic AI computing, national software innovation, military information technology, and key players in the Harmony OS ecosystem [22] - Specific companies highlighted include Haiguang Information, Cambrian, Inspur Information, China Software, and others across various segments [22][21]