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huaxi securities research report pointed out that huawei will launch a major event in september, and innovations in multiple fields will lead the future development of intelligence. in early september, huawei launched the world's first three-fold screen mobile phone matext, and also released a full liquid cooling super charging terminal. in addition, huawei will release a new wearable device equipped with the xuanji sensing system in september, bringing a breakthrough in the field of smart health monitoring. from mid-september to the end of the month, huawei will hold the hisilicon full connect conference and the huawei full connect conference, as well as complete the mass adaptation of apps for the pure-blooded hongmeng system.

the pure-blooded hongmeng wave is rising again, and the three major power sources of "pangu + xuanji + xingshan" drive huawei's new development. since its release in june, the pure-blooded hongmeng system has officially started large-scale user testing, marking its transition from immaturity to maturity. leading institutions in the navigation, futures, and securities industries have cooperated with huawei to develop native applications. "pangu big model + xuanji perception system + xingshan technology" go hand in hand. the pangu big model uses kunpeng and ascend chips to achieve efficient learning, the xuanji perception system enables smart wearable devices, and the xingshan technology has entered the large-scale commercialization stage, promoting the further development of communication technology. recommended attention: 1) domestic computing power chain: shenzhou digital, tuowei information, etc.; 2) hongmeng chain: softcom power, changshan beiming, etc.; 3) huawei ai chain: runda medical, cape cloud, etc.