本文来自新浪众测达人潇磊博客 手机、平板、PC、手表、汽车、家居产品……这些单体终端设备有了芯片、系统和应用的加持，就成 了我们今天高度依赖的智能化设备。如果把这些设备进一步打通、形成互联，就组成了一套"智能生 态"。但无论是单一形态的设备，还是互联互通的智能生态，操作系统都是直接影响用户体验的维度。 华为在多年以前就做了一个具有前瞻性的决策，就是自主操作系统——HarmonyOS。 我们目前和这套系统最近的距离就是华为手机。经过六个大版本迭代，HarmonyOS不仅完成了"去安卓 化"，更是凭借对用户需求的洞察和AI的赋能，做到了比iOS和定制化安卓系统更好的体验。今天就借 着华为Pura 80 Pro来体验一下HarmonyOS 6.0。 开头先附上视频，着重从流畅度、UI个性化及应用生态三个维度入手体验。想深度了解HarmonyOS 6.0 的朋友可以耐心看下面的长文。 丨流畅度 HarmonyOS在设计之初就考虑到广泛的设备兼容性，对内存资源的需求很低。尽管在手机上，丰富的 功能和模块对内存的需求会高一些，但通过内存管理机制和方舟编译引擎的双项优化，提高APP加载启 动的速度，同时智能释放后台冗余的内 ...

Core Viewpoint - The electronic industry is experiencing a sustained recovery in demand, effective supply clearance, and rising prices for storage chips, with domestic production efforts exceeding expectations [1] Group 1: Industry Developments - Huawei has launched the Mate 80 series, featuring the HarmonyOS 6.0 operating system and the Kirin 9030 Pro chip, along with "Linglong Screen" display technology [1] - Alibaba has introduced the Quark AI glasses, which deeply integrate the Qianwen AI assistant and the Alibaba ecosystem, utilizing the Qualcomm AR1 flagship chip and the Hengxuan BES2800 chip to create an application ecosystem covering search, navigation, and payment scenarios [1] Group 2: Investment Opportunities - Structural opportunities in the industry are concentrated in areas such as AI computing power, AIOT, semiconductor equipment, key components, and rising storage prices [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which saw a daily fluctuation of 20%. This index selects listed companies from the Science and Technology Innovation Board that are involved in the entire chip industry chain, covering upstream materials and equipment, midstream design and manufacturing, and downstream packaging and testing, reflecting the overall performance of China's chip industry in technological innovation and high-end manufacturing [1]

华为官网显示，Mate 80 Pro 手机搭载全新 HarmonyOS 6，软硬芯云深度协同， 整机性能最高 提升 42% （对比搭载 HarmonyOS 4.3 出厂版本的 HUAWEI Mate 70 Pro，16GB RAM 性能提 升 42%、12GB RAM 性能提升 35%）。 IT之家汇总华为 Mate 80 系列手机重点参数配置差异如下： | | 型号 | HUAWEl Mate 80 | HUAWEl Mate 80 Pro | HUAWEl Mate 80 Pro Max | HUAWEl Mate 80 RS ULTIMATE | | --- | --- | --- | --- | --- | --- | | | | | | | DESIGN | | | 上市时间 | 2025年11月 | 2025年11月 | 2025年11月 | 2025年11月 | | | 外观腰色 | 云长壤, 雪域日 | 五长机, 机械目 | 版光高,股强念 | 侵策、念罪、组日 | | | | 幅石家,后端公 | 曜石開, 則極台 | 极地板,最夜周 | | | | 内行规格 | 12GB+256GB 12G ...

Group 1 - The report highlights that large model technology continues to iterate, leading to an innovation wave in consumer electronics driven by AI integration [5][21][30] - Traditional consumer electronics have entered a phase of slow growth, with smartphones and PCs stabilizing in sales, while TWS devices are also experiencing low growth [15][19] - The development of model compression technology lays the foundation for deploying large models on edge devices, which offer low cost, high performance, and privacy advantages [6][30] Group 2 - The penetration rate of AI terminals is expected to rise rapidly as major companies like Google and Huawei launch AI-enabled devices, enhancing user experience [6][34] - The report predicts a compound annual growth rate of approximately 115% for high-end AI PCs and 32% for AI smartphones from 2023 to 2027 [6][52] - The introduction of system-level AI capabilities in smartphones and PCs is anticipated to set new standards in the industry, prompting other manufacturers to follow suit [36][40] Group 3 - The demand for ASICs is strong, driven by their cost-effectiveness compared to GPUs, leading many tech companies to develop their own ASICs [7][75] - The global market for ASICs is projected to grow from $6.6 billion in 2023 to $55 billion by 2028, with a compound annual growth rate of 53% [7][76] - OpenAI's recent decision to rent Google TPU for its products marks a significant milestone for ASICs, indicating their acceptance by leading AI firms [7][76] Group 4 - The report suggests focusing on companies within the edge AI and ASIC supply chains, maintaining an "overweight" rating for the electronics sector [8][9] - Specific companies to watch in the edge AI sector include Rockchip, Hengxuan Technology, and Espressif Technology, while those in the ASIC space include Chipone and Aojie Technology [8][9]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the importance of AI applications and stablecoin investment opportunities, highlighting the release of the Doubao large model 1.6 and the Seedance 1.0 pro video generation model, which are expected to drive growth in AI applications and computing power investments [4][11] - Ant Group is actively entering the stablecoin market, with plans to establish operations in Hong Kong, Singapore, and Luxembourg, indicating a favorable environment for stablecoin investments due to supportive policies and market recognition [5][12] Summary by Sections Market Review - During the week of June 9-13, 2025, the CSI 300 index fell by 0.25%, while the computer index decreased by 2.52% [4][10] AI Applications - The Doubao large model 1.6 series supports advanced capabilities such as deep thinking and multimodal understanding, achieving top-tier performance in various assessments. The Seedance 1.0 pro model has the lowest industry cost for video generation, with a daily token usage exceeding 16.4 trillion, marking a growth of over 137 times since its launch [4][11] Stablecoin Developments - Ant Group's announcement to enter the stablecoin sector aligns with the upcoming implementation of the Stablecoin Regulation in Hong Kong on August 1, 2025. The successful IPO of Circle, the first stablecoin company, has garnered significant market attention [5][12] Investment Recommendations - Recommended stocks in AI applications include Kingsoft Office, iFlytek, and others, while computing power investments suggest companies like Sugon and Inspur. For stablecoins, Longxin Group is highlighted, with several beneficiary stocks listed [6][13]

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