Core Viewpoint - ZTE Corporation's wholly-owned subsidiary, ZTE Microelectronics, focuses on chip research and design, without involvement in chip manufacturing [1] Group 1: Company Focus - ZTE Microelectronics leverages years of chip research experience and is positioned to capitalize on the advantages of communication networks [1] - The company is actively integrating into the ICT convergence development trend, gradually expanding into emerging fields such as computing power [1] - ZTE Microelectronics is continuously enhancing its technological breadth and market space [1]

人民财讯12月15日电，中兴通讯（000063）12月15日在互动平台表示，储能业务是公司的第二曲线业务 之一，截至目前，公司锂电已累计发货超125万节，深度覆盖通信储能、工商业储能、源网侧储能等全 场景。在国内市场，2025年上半年公司在铁塔智能锂电新增项目中标份额第一，连续中标河北铁塔、河 南铁塔、江苏铁塔等核心省份智能锂电项目；在海外市场，公司已在亚洲、非洲、欧洲、拉美等重点国 家进行布局并取得项目突破。 ...

（原标题：主力资金丨3股尾盘获主力资金重点出击） 国防军工行业主力资金净流入15.73亿元，远超其他行业。 A股三大指数今日（12月15日）集体回调。行业板块涨跌互现，保险、商业百货、食品饮料、化纤行 业、贵金属板块涨幅居前，船舶制造、能源金属、半导体、生物制品、消费电子板块跌幅居前。 据证券时报·数据宝统计，今日沪深两市主力资金净流出360.27亿元。从行业来看，申万一级行业中有9 个行业主力资金净流入，其中国防军工行业主力资金净流入15.73亿元，远超其他行业；商贸零售、食 品饮料、房地产、纺织服饰行业主力资金净流入金额分别为7.63亿元、5.92亿元、1.64亿元、1.47亿元。 22个主力资金净流出的行业中，电子行业主力资金净流出金额居首，为102.58亿元；有色金属、电力设 备行业主力资金净流出金额均超40亿元；通信、机械设备、计算机、传媒行业主力资金净流出金额均超 20亿元。 商业航天概念股获主力资金抢筹 从个股来看，60股主力资金净流入超1亿元，其中11股净流入金额在3亿元及以上。 商业航天概念股雷科防务、三维通信、通宇通讯主力资金分别净流入14.12亿元、7.08亿元、5.9亿元， 排名前三位 ...

格隆汇12月15日｜香港交易所信息显示，摩根大通在中兴通讯H股的持股比例于12月09日从9.13%降至 8.74%，卖出的平均股价为32.4110港元。 ...

沪指12月15日下跌0.55%，申万所属行业中，今日上涨的有13个，涨幅居前的行业为非银金融、商贸零 售，涨幅分别为1.59%、1.49%。跌幅居前的行业为电子、通信，跌幅分别为2.42%、1.89%。通信行业 位居今日跌幅榜第二。 资金面上看，两市主力资金全天净流出471.84亿元，今日有8个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨0.83%，全天净流入资金22.87亿元，其次是食品饮料行业，日 涨幅为0.67%，净流入资金为11.24亿元。 主力资金净流出的行业有23个，电子行业主力资金净流出规模居首，全天净流出资金163.31亿元，其次 是电力设备行业，净流出资金为59.19亿元，净流出资金较多的还有有色金属、机械设备、通信等行 业。 通信行业今日下跌1.89%，全天主力资金净流出44.95亿元，该行业所属的个股共124只，今日上涨的有 27只，涨停的有2只；下跌的有95只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入的个 股有31只，其中，净流入资金超亿元的有5只，净流入资金居首的是三维通信，今日净流入资金7.70亿 元，紧随其后的是通宇通讯、联特科技，净流入 ...

Core Insights - The launch of the Nubia M153 AI phone, developed in collaboration with Doubao, has garnered significant market attention, selling out 30,000 units on the release day at a price of 3,499 yuan, with resale prices peaking at 6,529 yuan, reflecting a markup of over 3,000 yuan from the original price [1][4]. Product Features - The Nubia M153 features an AI Agent capability that allows it to perform complex cross-app operations, distinguishing it from traditional phone assistants. Users can issue voice commands to compare prices across platforms like Taobao, JD.com, and Pinduoduo, and complete purchases with minimal user intervention [3][4]. Industry Impact - The innovation has been described as a transformative leap in the tech industry, comparable to the shift from keyboards to touchscreens, and is seen as a significant advancement in the integration of AI with mobile devices. Analysts suggest that this product validates the feasibility of merging AI agents with mobile terminals, providing a model for future collaborations [4][5]. Market Dynamics - The emergence of AI phones represents a strategic battleground for tech giants aiming to establish themselves as the "super entry point" in the AI era. While various smart hardware has attempted to capture market share, smartphones are uniquely positioned due to their extensive user base and high daily usage, making them the most viable platform for AI technology deployment [5][6]. Future Outlook - The success of the Nubia M153 indicates a shift in the Chinese AI industry from technology development to practical application, positioning Chinese tech companies as key players in global AI innovation. The next decade for smartphones may be significantly influenced by advancements in AI capabilities [6].

Key Points - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of December 15, with notable amounts being withdrawn from various companies [1] Group 1: Capital Outflow - The largest capital outflow was observed in Changying Precision, with a total of 1.266 billion yuan [1] - Luxshare Precision followed closely with an outflow of 1.114 billion yuan [1] - Aerospace Development experienced a capital outflow of 916 million yuan [1] Group 2: Other Notable Companies - Sunshine Power saw an outflow of 870 million yuan [1] - Industrial Fulian had a capital outflow of 751 million yuan [1] - Zhongke Shuguang experienced an outflow of 658 million yuan [1] Group 3: Additional Companies - Sanhua Intelligent Control had an outflow of 570 million yuan [1] - Shenghong Technology saw a capital outflow of 546 million yuan [1] - Huagong Technology experienced an outflow of 510 million yuan [1] Group 4: Further Capital Movements - ZTE Corporation had a capital outflow of 497 million yuan [1] - TBEA saw an outflow of 475 million yuan [1] - Heertai experienced a capital outflow of 472 million yuan [1] Group 5: Remaining Companies - Aerospace Power had an outflow of 460 million yuan [1] - Moer Thread-U saw a capital outflow of 451 million yuan [1] - Yongding Co. experienced an outflow of 442 million yuan [1] Group 6: Final Companies - Bona Film Group had a capital outflow of 437 million yuan [1] - Huayou Cobalt experienced an outflow of 415 million yuan [1] - Changxin Bochuang saw an outflow of 415 million yuan [1] - Cambridge Technology had a capital outflow of 413 million yuan [1] - Zijin Mining experienced an outflow of 390 million yuan [1]

Core Insights - The AI computing power industry is experiencing significant fluctuations, with various ETFs showing declines, yet there is still active capital inflow into specific sectors like optical modules [1] - OpenAI's recent report indicates a substantial increase in enterprise AI usage, projecting an 8-fold growth in AI call volume by 2025, with customized GPT usage expected to grow 19 times [1] - The report highlights that 75% of employees have seen efficiency improvements, saving an average of 40-60 minutes daily, indicating a strong value proposition for AI in the workplace [1] ETF Overview - The Huaxia AI ETF (159381) tracks the AI index and has a significant weight in optical modules (over 57%), with the top three holdings being Zhongji Xuchuang (28.1%), Xinyi Sheng (19.8%), and Tianfu Communication (4.45%) [3] - The 5G Communication ETF (515050) focuses on the 5G communication theme index, with a total scale exceeding 8 billion yuan, and major holdings including Zhongji Xuchuang and Xinyi Sheng [3] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with high AI computing content, covering various hot concepts like optical modules and AI servers, and is noted for having the lowest total fee rate among similar ETFs [3] Future Outlook - Citic Securities anticipates that advancements in foundational reinforcement learning technology will enhance model reasoning capabilities, leading to increased applications of enterprise AI across various sectors [2] - There is a clear demand for AI in data analysis, code generation, human resources recruitment, sales assistance, and intelligent customer service, indicating a broadening scope for AI applications in business management [2]

Core Viewpoint - The digital economy ETF managed by ICBC (561220) opened with a slight decline of 0.51%, indicating a challenging market environment for the digital economy sector [1] Group 1: ETF Performance - The digital economy ETF ICBC (561220) opened at 1.360 yuan, reflecting a decrease of 0.51% [1] - Since its establishment on May 21, 2025, the fund has achieved a return of 36.79%, while the return over the past month has been -0.25% [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC (中芯国际) down 1.41% - Haiguang Information (海光信息) down 1.05% - Northern Huachuang (北方华创) up 1.25% - Zhongke Shuguang (中科曙光) down 1.14% - Zhongwei Company (中微公司) up 0.16% - Inspur Information (浪潮信息) down 1.20% - Shengyi Technology (生益科技) down 3.00% - Chipone (芯原股份) down 5.06% - ZTE (中兴通讯) down 1.09% - Shenzhen South Circuit (深南电路) down 0.66% [1]

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【12月12日，中兴通讯与广汽集团签署深化战略合作协议】12月12日，中兴通讯和广汽集团在广汽番禺 总部召开高层会议。双方正式签署《深化战略合作协议》，宣布在现有合作基础上，围绕汽车产业智能 化、网联化、数字化方向拓展战略协同。未来，双方将共同打造新能源汽车产业链合作新范式。 ...