Group 1 - The world's largest diameter underwater shield tunnel has successfully completed the Yellow River section excavation, marking a significant milestone in the construction of this project [1] - The project team has implemented innovative techniques to adapt to the unique geological conditions of the Yellow River basin, including increasing the shield machine's cutter head opening rate and installing a high-flow central flushing system [1] - The "Shanhe" shield machine has completed 1,376 rings and 2,752 meters of excavation, achieving 83% of the construction progress [1] Group 2 - Longxin Zhongke has partnered with Beihang University to launch China's first cross-satellite instant data service system based on Longxin, aimed at providing reliable navigation and communication coverage in complex environments [1] - This system is expected to support various sectors, including low-altitude economy, smart oceans, and emergency management, extending its influence to countries along the Belt and Road Initiative [1] Group 3 - Chuangye Huikang Technology Co., Ltd. has signed a cooperation agreement with Zhejiang University to establish a joint laboratory focused on AI applications in medicine, particularly centered around medical large models [1] - The laboratory will be located at Chuangye Huikang's headquarters and will concentrate on research and transformation of AI+medical innovations [1] Group 4 - Huawei is set to launch the new generation commercial tablet, the Qingyun C5, which features an 11.5-inch 120Hz full-screen display and runs on the HarmonyOS operating system [1]

Group 1 - The software ETF has shown significant liquidity with an intraday turnover of 2.23% and a transaction volume of 70.31 million yuan, ranking first among comparable funds in terms of average daily trading volume over the past week at 241 million yuan [3] - The software ETF has experienced a notable increase in scale, growing by 225 million yuan over the past two weeks, also ranking first among comparable funds [3] - The software ETF's share count has increased by 10.2 million shares in the last two weeks, marking a significant growth and leading among comparable funds [3] Group 2 - In terms of capital inflow, the software ETF has seen net inflows for 6 out of the last 7 trading days, totaling 11 million yuan [3] - Leveraged funds are actively investing, with the latest margin buying amounting to 17.76 million yuan and a margin balance of 112 million yuan [3] - The launch of Huawei's first HarmonyOS-based computer on May 8 signifies a major breakthrough for domestic operating systems in the PC sector, with the official release scheduled for May 19 [3] Group 3 - The top ten weighted stocks in the CSI Software Service Index account for 60.07%, including companies like iFlytek, Kingsoft Office, and Tonghuashun [4] - Investors can also access AI software investment opportunities through the software ETF linked fund (012620) [4]

Group 1 - Apple collaborates with Baidu and Alibaba for AI, with Baidu's technology share at 35% and Alibaba's at 65%, due to strategic missteps by Baidu [4] - Li Auto's CEO Zhu Jiangming claims his current annual salary is 80,000, solely for social security payments, and he has not drawn a salary since the IPO [6] - Alibaba is selling off assets, including shares in Wanda Film and YTO Express, totaling nearly 600 million [8][9] Group 2 - Microsoft has ceased providing office software to BGI Genomics, which has now partnered with Kingsoft Office for a strategic collaboration [10] - Geely has implemented a rotating presidency system, with Dai Qing as the first president, focusing on optimizing management structure [13] - Neta Auto's parent company, Hozon Auto, is beginning to repay debts, having previously faced issues with tax and service interruptions [14] Group 3 - OpenAI appoints Fidji Simo as CEO of its new applications division, indicating a strategic shift towards enhancing product development and market expansion [22][23] - Intel is negotiating wafer foundry collaborations with Nvidia and Google, with confirmed orders from Microsoft [24] - Apple is expanding its in-house chip development for future devices, including smart glasses and AI servers, with production expected to start by late 2026 or 2027 [25]

智通财经记者 | 宋佳楠 5月8日，在深圳举办的鸿蒙电脑技术与生态沟通会上，华为首款搭载HarmonyOS操作系统的鸿蒙电脑 正式亮相。至此，鸿蒙OS全面覆盖了手机、电脑、手表、大屏、平板、座舱等全场景终端设备。 早在2020年，面对外部限制，华为便开启鸿蒙电脑的研发。华为终端平板与PC线总裁朱懂东表示，整 个研发周期历时五年，投入超10000名工程师与20多家专业研究所协同合作。据他透露，鸿蒙电脑产品 将于5月19日正式发布。 鸿蒙电脑基于鸿蒙内核构建，采用新的星盾安全架构，可从底层保障用户隐私安全。智能助理 "小艺" 融合了AI能力，可通过语音指令快速生成 PPT、实现跨设备知识管理、自动生成会议纪要等。借助分 布式软总线技术，鸿蒙电脑支持手机、电脑、平板三设备间的键鼠共享。 过去一年，鸿蒙已在生态建设方面取得不小的突破。据华为方面透露，鸿蒙原生应用和元服务上架超过 2万个，开发者数量超过720万，生态设备超10亿台，这些均为鸿蒙PC打下基础。 长期以来，国产电脑操作系统发展缓慢，主流系统及核心生态被国外厂商主导。如今，鸿蒙电脑的推 出，标志着国产操作系统在个人电脑领域实现重要突破。 不仅如此，鸿蒙电脑的 ...