① Huawei "Pangu Chat" may be launched in July, this low Hongmeng + AI target is about to develop a number of AI projects and can be used as the computing power base at the edge of the Pangu model, and the obvious improvement in the margin of the main business will significantly improve the mobile collection and win a considerable share of the bid; ② gold medal strategy: market game policy inflection point, upward flexibility and theme singing.