华为产业链-鸿蒙NEXT-Mate70等新产品迎强催化

Key Points Industry/Company Involved - Huawei Industry Chain: The focus of the discussion revolves around Huawei's recent developments and the impact on its supply chain and ecosystem. Core Views and Arguments - Significant Changes in Huawei's Supply Chain: The return of HiSilicon's smaller division, HiSilicon Mini, to the market has driven related stock movements. This division produces storage process chips for the industry and external sales, while the larger division, HiSilicon, focuses on internal use. [doc id='1'] - Huawei Cloud and Hardware Emphasis: Huawei's full connection conference highlighted Huawei Cloud and its hardware, including AI computing Ascend and general computing Kunpeng. [doc id='1'] - New Product Launches: Huawei has launched several new products, including the Mate X5 smartphone and wearable watches. [doc id='1'] - HarmonyOS Progress: HarmonyOS has made significant progress, including public beta testing for all consumers, with initial compatible devices including the Mate60 and X5 series smartphones and the latest tablet computers. [doc id='1'] - Upcoming Product Launches: Huawei will launch several important new products in the coming months, including the Mate70 smartphone in November, which will pre-install HarmonyOS S and be its main selling point. [doc id='1'] - Technology Stocks as a Key Investment Theme: Technology stocks should be a key theme in the current market differentiation stage, focusing on companies with strong thematic attributes and clear industry trends. [doc id='1'] - HarmonyOS PC Development Prospects: HarmonyOS PC has a promising future, with two product lines: To B and To C. The To C product line is expected to be launched earlier than the To B product line. [doc id='1'] - Investment Opportunities in HarmonyOS: Investment opportunities related to HarmonyOS are concentrated in several areas and companies, including companies related to Huawei's intelligent vehicles, HarmonyOS, HarmonyOS PC, Huawei's computing power, and Huawei Cloud ecosystem. [doc id='1'] Other Important Content - Investor Perspective on Technology Stock Investment Opportunities: Investors should focus on companies involved in HarmonyOS and its ecosystem, HarmonyOS PC-related companies, companies involved in Huawei's computing power and cloud computing ecosystem, and companies performing well in the financial technology field. [doc id='5', '6', '7', '8', '10'] - HiSilicon Semiconductor Development: HiSilicon has undergone significant changes this year. The larger division, HiSilicon, produces Kirin chips for smartphones and PCs, while the smaller division, HiSilicon Mini, focuses on semiconductor mature processes and provides services to the industry. [doc id='9'] - Focus Areas for Future Investors: Investors should focus on companies related to HarmonyOS and its ecosystem, HarmonyOS PC-related companies, companies involved in Huawei's computing power and cloud computing ecosystem, and companies performing well in the financial technology field. [doc id='10']