今日（6月25日）科技自主可控方向继续活跃，重点布局国产AI产业链的科创人工智能ETF华宝 （589520）场内价格一度涨逾1.4%，现涨0.47%，冲击日线2连阳。 成份股方面，石头科技涨超4%，乐鑫科技涨逾2%，道通科技、凌云光、复旦微电携手涨逾1%。 消息面上，央行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》，引导金融机构从消费 供给和需求两端强化金融服务，满足各类主体多样化融资需求，推动扩大高质量消费供给，助力释放消 费增长潜能。 此外，5月集成电路产量及出口量攀升，半导体中报业绩有望延续较高增长。Q2通讯器材零售同比持续 较高增，消费电子盈利或边际改善。 湘财证券指出，2025 年以来，消费电子延续复苏态势，人工智能技术的进步推动AI 基建需求维持高景 气，同时，AI 技术在终端上的落地推动端侧硬件升级。鸿蒙智能体框架（HMAF）的出现，不仅让鸿 蒙具备了智能体的原生支持能力，让多智能体能并存、协同、持续进化，也将端侧的AI 能力更进一步 内化为操作系统的能力，标志着端侧AI 能力的再升级。智能体在鸿蒙6.0上的深度融合，有望推动端侧 AI 应用的落地，推动端侧AI 应用体验的提升，进而 ...

Core Viewpoint - Huawei officially launched the Harmony Agent Framework (HMAF) and the Xiaoyi Intelligent Agent Open Platform at the Huawei Developer Conference 2025 (HDC2025), marking the comprehensive entry of HarmonyOS into the "Agent Era" [1][10]. Group 1: AI Development and Framework - The advancement of AI technology is shifting from "passive response" to "active service," with Huawei's Harmony Agent Framework defining the interaction and collaboration paradigm between the operating system, Harmony applications, and intelligent agents [2]. - The new framework enables deep collaboration between the Xiaoyi system Agent and system AI capabilities, promoting the symbiotic development of applications and Agents, completing a full-cycle process from development to traffic distribution [2][4]. Group 2: Ecosystem and Developer Support - The Xiaoyi Intelligent Agent Open Platform serves as a one-stop development platform, providing easy access for developers, ecosystem partners, and individual creators to innovate and create various intelligent agents [6]. - Developers can leverage the built-in intent understanding framework to integrate AI large model technology, creating vertical or cross-scenario intelligent agent matrices [6]. Group 3: Application Integration and User Experience - Huawei's own applications, such as Huawei Weather, Huawei Music, and Huawei Browser, have adopted the Agent form, with over 50 pioneering Harmony intelligent agents already in development [8]. - For instance, the Huawei Weather app offers a weather assistant intelligent agent that provides professional forecasts and personalized recommendations, enhancing user experience [10]. - The Xiaoyi Intelligent Agent Market integrates various professional intelligent agents from leading AI companies, covering multiple scenarios to meet diverse user needs [10].

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 ...