未来，华为将持续开放核心能力、深化技术创新，期待有更多 出境生态伙伴加入，共同丰富出境场景服务生态。 作者：郑晨烨 封图：图片资料室 然而，当他们带着这种对数字化生活的极高预期落地海外时，遭遇的却是一场严重的"体验降 级"。 在国内行云流水地操作，在异国街头变得举步维艰。 取而代之的，是不得不重新找回取卡针更换电话卡，是无奈在应用商店里下载数个本地APP，是 面对全英文界面的茫然，以及在断断续续的漫游信号中等待一个迟迟不来的验证码。 这种体验上的巨大落差，并非因为海外缺乏服务，而是因为服务的分发机制与国内用户的习惯之间 存在巨大的鸿沟。 面对这一行业痛点，华为在深圳举办的"出境体验生态论坛"上，华为给出了新的解题思路，试图 跳出仅从应用层修补的传统路径，转而利用HarmonyOS操作系统的底层能力，通过"一卡、一 区"一站式的升级，联合全球伙伴对出境服务的连接方式进行一次重构。 2025年，中国出境游市场正在经历一轮强劲复苏，年均增长率达到了44.3%。 但在增长的数据曲线之下，一个更本质的变化是，人变了，玩法也变了。 过去那种"上车睡觉、下车拍照"的跟团游正在退潮，自由行已经占据了超过70%的比例。被称 为 ...

Core Insights - The outbound tourism market in China is experiencing a strong recovery with an average annual growth rate of 44.3% by 2025 [1] - The traditional group tours are declining, with over 70% of travelers now opting for independent travel, primarily driven by the "digital natives" of Generation Z [2] Group 1: Industry Challenges - There is a significant "experience downgrade" for travelers accustomed to a highly integrated digital lifestyle in China when they travel abroad [2][3] - The outbound tourism experience is hindered by three major structural gaps: infrastructure connectivity, information exchange, and local service access [4] - The "infrastructure connectivity gap" arises from differences in network standards, complex roaming agreements, and varying levels of communication infrastructure across countries [5] - The "information exchange gap" is characterized by increased decision-making costs due to fragmented information sources and language barriers, making it difficult for travelers to navigate unfamiliar environments [7] - The "local service access gap" reflects the challenges faced by short-term visitors in establishing a digital identity to access local services, which often requires extensive setup [9][10] Group 2: Solutions Proposed by Huawei - Huawei aims to address these gaps by providing a comprehensive solution that integrates services across the entire travel experience, from pre-trip planning to post-trip sharing [11][12] - The proposed solution includes a unified service platform that aggregates travel information, visa updates, personalized itinerary suggestions, and easy booking options [14] - During the trip, Huawei's services will offer seamless connectivity, navigation, and local recommendations, enhancing the overall travel experience [15][16] - Huawei is also focusing on upgrading its core technologies and services, such as the Petal Maps and Tianji Tong app, to support global connectivity and enhance user experience [17] Group 3: Ecosystem Development - Huawei is building a collaborative ecosystem by empowering partners and developers to enhance outbound travel services, ensuring users have access to high-quality offerings [18][20] - The integration of services like Grab and Keeta into Huawei's ecosystem has significantly improved user experience, with Grab reporting an 18-fold increase in monthly orders after joining [18][19] - As of now, over 120 outbound service cards have been launched within the HarmonyOS ecosystem, covering essential travel needs such as dining, accommodation, and shopping [20] - The number of devices equipped with HarmonyOS has surpassed 32 million, indicating a substantial market opportunity for global partners [21]

Core Viewpoint - The "Harmony Starry Night Gala" showcases the achievements of the HarmonyOS ecosystem, emphasizing its role in China's digital transformation and technological self-reliance [7][8][18]. Group 1: Event Overview - The gala was co-hosted by the Central Radio and Television Station and the Guangdong Provincial Government, featuring a visually stunning display with 40,000 light balls [1][2]. - The event's narrative focused on "breakthrough, growth, belief, and future," with prominent hosts and performers conveying a message of unity and warmth [4][6]. Group 2: Technological Integration - The stage design embodied the concept of "Harmony's initial opening, interconnecting the stars," blending Eastern philosophy with futuristic technology [6]. - The gala integrated cutting-edge technologies like AR and AI, illustrating the future of interconnectedness [6]. Group 3: HarmonyOS Achievements - HarmonyOS has evolved significantly since its launch in August 2019, with the upcoming HarmonyOS 5 and the recently released HarmonyOS 6 marking important milestones [8]. - The system has become a strong competitor to Android and iOS, providing users with a "third choice" in operating systems [10]. Group 4: Ecosystem Growth - The Harmony ecosystem now boasts over 350,000 applications and services, with a compatibility rate exceeding 95% across 18 major sectors [12]. - The number of registered developers in the Harmony ecosystem has surpassed 10 million, with over 7.32 million individuals learning Harmony development skills [12][14]. Group 5: Open Source Development - Open-source HarmonyOS is the fastest-growing open-source operating system, with over 1300 hardware products and more than 70 industry-specific versions developed [14][16]. - The system has been customized for various industries, including energy and telecommunications, demonstrating its versatility [14]. Group 6: National Significance - HarmonyOS represents China's first fully self-developed operating system, enhancing national information security and digital sovereignty [18]. - The ecosystem promotes collaboration among various market players, contributing to the overall digital economy and innovation [18][20]. Group 7: User Experience and Future Vision - HarmonyOS aims to provide a seamless user experience, with features designed to bridge digital divides and promote inclusivity [18]. - The ongoing journey of HarmonyOS reflects China's commitment to technological independence and innovation, inviting users and developers to participate in its growth [21][20].

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 ...