| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 51.26 亿元 | +3.67 亿元 | | 美团-W(03690) | 24.95 亿元 | +1.71 亿元 | | 腾讯控股(00700) | 21.30 亿元 | -6.84 亿元 | | 小米集团-W(01810) | 17.58 亿元 | -4105.95 万元 | | 中兴通讯(00763) | 14.81 亿元 | +9383.77 万元 | | 小鹏汽车-W(09868) | 12.64 亿元 | -4491.58 万元 | | 巨子生物(02367) | 9.17 亿元 | +1.32 亿元 | | 中芯国际(00981) | 8.56 亿元 | +5920.24 万元 | | 快手-W(01024) | 8.42 亿元 | +1.38 亿元 | | 中国海洋石油(00883) | 6.94 亿元 | +1.17 亿元 | 智通财经APP获悉，2025年12月2日当天，阿里巴巴-W(09988)、美团-W(03690)、腾讯控股(00700)位居 沪港通（南向）成交额 ...

Core Insights - The "Doubao Assistant" phone by ZTE has sold out, with second-hand prices on platforms like Xianyu ranging from 3,699 to 7,999 yuan, indicating a significant markup over the official price of 3,499 yuan [1][4] - The phone integrates ByteDance's "Doubao" AI model, allowing it to perform tasks like ordering food through app automation, showcasing advanced AI capabilities [4] - The purchase process for the "Doubao Assistant" phone involves obtaining a limited "F code," which is currently being resold on Xianyu for around 80 to 300 yuan due to its scarcity [4] Company and Industry Summary - ZTE's "Doubao Assistant" phone is the first collaboration with ByteDance, featuring a single configuration of 16GB RAM and 512GB storage, and is designed to enhance user interaction through AI [4] - Other smartphone manufacturers are also exploring partnerships with Doubao, although they have established their own voice assistants, indicating a competitive landscape in AI integration within mobile devices [5] - The recent launch of AI products, including the Doubao phone and other AI devices, is expected to reshape AI interaction models and drive demand for AI applications, positively impacting companies like ZTE and Guanghetong [5]

Core Insights - The Hong Kong stock market saw a net inflow of 41.01 billion HKD from northbound trading on December 2, with 10.3 billion HKD from the Shanghai Stock Connect and 30.71 billion HKD from the Shenzhen Stock Connect [1] Group 1: Stock Performance - Meituan-W (03690) received a net inflow of 5.92 billion HKD, with expectations of reduced losses in its food delivery business in Q4 [4] - Xiaomi Group-W (01810) had a net inflow of 3.8 billion HKD, reporting over 500,000 cumulative deliveries of its cars and a share buyback of approximately 4.02 billion HKD [4] - Alibaba-W (09988) saw a net inflow of 3.57 billion HKD, launching an updated image generation and editing model, Qwen-Image [5] - Kuaishou-W (01024) received a net inflow of 2.5 billion HKD, introducing a new multi-modal creation tool [5] - ZhiZi Bio (02367) had a net inflow of 1.31 billion HKD, announcing a share buyback plan [5] Group 2: Net Selling - Semiconductor Manufacturing International Corporation (00981) faced a net outflow of 762.7 million HKD due to the termination of a significant acquisition [6] - Tencent (00700) experienced a net outflow of 3.81 billion HKD, indicating a negative sentiment towards the stock [6] - China Life (02628) had a net outflow of 16.42 million HKD, reflecting a similar trend [6]

Group 1 - The core point of the article is that Eton Electronics (依顿电子) has stated that its PCB products are currently not used in ZTE's mobile phones [1] Group 2 - Eton Electronics is actively engaging with investors through an interactive platform to provide updates on its product applications [1]

证券代码（A/H）：000063/00763 证券简称(A/H)：中兴通讯 公告编号：202566 中兴通讯股份有限公司 关于按照《香港上市规则》公布 2025 年 11 月份证券变动月报表的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 中兴通讯股份有限公司根据《香港联合交易所有限公司证券上市规则》（简 称"《香港上市规则》"）规定，在香港联合交易所有限公司披露易网站 （www.hkexnews.hk）刊登了截至 2025 年 11 月 30 日的证券变动月报表。 根据《深圳证券交易所股票上市规则》关于境内外同步披露的要求，特将有 关公告同步披露如下，供参阅。 特此公告。 中兴通讯股份有限公司董事会 2025 年 12 月 3 日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中興通訊股份有限公司 呈交日期: 2025年12月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香 ...

每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 曾健辉） 每经AI快讯，嘉环科技12月2日晚间发布公告称，为满足嘉环科技股份有限公司（以下简称"公司"）全 资子公司南京兴晟泽信息技术有限公司（以下简称"南京兴晟泽""担保方"）的二级全资公司 PTXINGSHENGZE TECHNOLOGY INDONESIA（以下简称"兴晟泽印尼有限公司""兴晟泽印尼"）的业 务发展需要，中兴通讯股份有限公司及其本地设立的分支机构（以下简称：中兴通讯）要求南京兴晟泽 对兴晟泽印尼与中兴通讯签署的合同义务承担连带保证责任。南京兴晟泽同意与中兴通讯签署《担保 函》，保证金额最高不超过人民币5,000.00万元，保证期间为保函约定的最高额保证期限终止之日起两 年。截至公告披露日，公司及控股子公司对外担保总额约为8.34亿元（不含本次），占公司最近一期经 审计净资产的37.7%；公司及控股子公司对外担保余额约为3.14亿元（不含本次），占公司最近一期经 审计净资产的14.18%。 ...

Core Insights - The article discusses the launch of new AI-powered features in domestic smartphones, particularly focusing on the advancements made by Shanghai-based AI company Jieyue Xingchen and its collaboration with Doubao [1] Group 1: AI Technology Developments - Jieyue Xingchen has open-sourced the GELab-Zero suite, a GUI Agent technology similar to Doubao's mobile assistant, along with a 4B GUI Agent model and complete infrastructure for one-click deployment [1] - The new model has achieved state-of-the-art (SOTA) performance across multiple GUI benchmarks on both mobile and computer platforms [1] Group 2: Product Launches and Collaborations - Doubao released a technical preview of its "Doubao Mobile Assistant," which has system-level operational capabilities, allowing it to recognize UI elements on mobile screens and perform tasks like price comparison for food delivery and searching for travel guides [1] - Doubao has partnered with ZTE to launch a smartphone model equipped with this technology, leading to a significant increase in ZTE's stock price, which hit the daily limit [1] Group 3: Broader AI Applications - At the World Artificial Intelligence Conference in July, ZTE and Jieyue Xingchen introduced the "Elderly AI Assistant," which can execute tasks such as appointment scheduling and social security payments through voice commands [1]

Core Viewpoint - Morgan Stanley's report indicates that while the ideal "Doubao" ecosystem from ByteDance appears rich, there are significant execution challenges ahead [1][4] Summary by Sections Product Features - The "Doubao" AI assistant is deeply integrated into smartphone operating systems and showcases capabilities such as interactive functions, multi-modal generation, app proxying, memory functions, and a professional mode for complex tasks [2][6] Market Challenges - The report highlights major obstacles in promoting the "Doubao" assistant, particularly the need for in-depth technical cooperation and commercial negotiations with various smartphone OEMs, which may redefine the smartphone value proposition and weaken OEMs' bargaining power [3][6] - Major smartphone OEMs like Apple, Huawei, and Xiaomi are more likely to develop their own AI assistants rather than collaborate with ByteDance, limiting the options for partnerships in the Chinese market [3][6] Investment Perspective - Despite concerns that the "Doubao" assistant may become a traffic entry point and weaken C-end applications, Morgan Stanley remains optimistic about Chinese applications in AI investment, citing the dominance of super apps like WeChat, Taobao, and Meituan, which prefer to develop their own AI assistants to maintain traffic [7]

呈交日期: 2025年12月2日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中興通訊股份有限公司 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00763 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 755,502,534 | RMB | | 1 | RMB | | 755,502,534 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 755,502,534 | RMB | | 1 | RMB | | 755,502,534 | | 2. 股份分類 | 普通 ...

Core Viewpoint - The company, Zhuhai Guanyu, confirmed that it supplies mobile phone batteries to ZTE, indicating an ongoing business relationship with the client [1] Group 1 - Investors inquired about Zhuhai Guanyu's role as a supplier for ZTE mobile phones [1] - The company stated that it provides battery supplies for mobile phone products to ZTE [1] - Further details on the business cooperation can be found in the company's regular reports [1]