转自：开源中国社区（oschina2013） 豆包和中兴通讯近日宣布，搭载"豆包手机助手"技术预览版的工程样机努比亚 M153 已少量发售。 开发者 @wuxianlin 对这款"豆包手机"的工程样机进行系统拆包后发现了 Smartisan、SmartisanOS 相关的代 码。 | 84 | | | 94 | | | 97 | | | 100 | | | 103 | | | 111 | | | 114 | | | 115 | | | 116 | | | 117 | | | 118 | | 另外，博主 @白徵明 还发现，该手机内置的铃声里有"米店"（"米店"是锤子手机的内置手机铃声之一）。 根据公开信息， 字节跳动于 2018 年底收购锤子科技坚果手机团队及部分专利 。 "豆包手机助手"的主力研发团队是字节负责 AI 硬件的 Ocean，它隶属于字节 AI 产品大部门 Flow， 长期探 索"大模型+超级 App+硬件终端"的三位一体布局。此次与中兴的合作正是该战略在手机领域的重要落子。 该团队 主要成员来自字节多年来先后收购的一些硬件产品团队，如锤子手机、VR 头显 PICO、智能耳机 ...

Core Insights - The article highlights the net inflow and outflow of funds for various companies in the Hong Kong stock market, indicating significant movements in investor sentiment and market dynamics [1][2]. Net Inflow Summary - Alibaba-W (09988) leads with a net inflow of 1.319 billion, representing a 9.10% increase in its closing price to 154.900, up by 2.24% [2]. - ZTE Corporation (00763) follows with a net inflow of 609 million, showing a 16.20% increase in its closing price to 35.800, up by 13.94% [2]. - Meituan-W (03690) has a net inflow of 607 million, with a 6.98% increase in its closing price to 99.550, down by 2.88% [2]. - Other notable inflows include Agricultural Bank of China (01288) with 205 million (40.35% increase) and China Ping An (02318) with 142 million (12.57% increase) [2]. Net Outflow Summary - China Pacific Insurance (02328) experiences the highest net outflow of 394 million, with a 24.61% decrease in its closing price to 17.180, down by 2.72% [2]. - China Construction Bank (00939) follows with a net outflow of 360 million, reflecting a 19.06% decrease in its closing price to 8.150, down by 0.24% [2]. - Semiconductor Manufacturing International Corporation (00981) has a net outflow of 304 million, with an 11.99% decrease in its closing price to 69.450, up by 0.94% [2]. - Other significant outflows include Southern Hang Seng Technology (03033) with 164 million and China Biologic Products (01177) with 152 million [2]. Net Inflow Ratio Summary - E Fund Hang Seng ESG (03039) leads with a net inflow ratio of 100.00%, with a net inflow of 15.5 thousand and a closing price of 3.858, up by 0.47% [2]. - Shanghai Industrial Holdings (00363) has a net inflow ratio of 58.29%, with a net inflow of 15.575 million and a closing price of 15.710, up by 2.81% [2]. - China Oriental Education (00667) follows with a net inflow ratio of 53.10%, with a net inflow of 3.556 million and a closing price of 6.610, up by 4.59% [2]. Net Outflow Ratio Summary - Everbright Environment (00257) leads with a net outflow ratio of -59.58%, with a net outflow of 76.816 million and a closing price of 4.950, down by 1.39% [3]. - Kanglong Chemical (03759) follows with a net outflow ratio of -57.77%, with a net outflow of 83.838 million and a closing price of 21.880, down by 0.64% [3]. - Winner Fashion (03709) has a net outflow ratio of -51.01%, with a net outflow of 5.294 million and a closing price of 8.260, up by 0.61% [3].

Core Viewpoint - The Doubao mobile assistant, developed by ByteDance, is primarily considered an in-house project despite claims of collaboration with ZTE, which is mainly acting as an OEM [1] Group 1 - The Doubao mobile assistant is largely developed by ByteDance, with ZTE's involvement being limited to manufacturing [1] - The engineering prototype of the Doubao mobile assistant is led by ByteDance in terms of product definition and user experience [1] - Nubia, a subsidiary of ZTE, is responsible for the hardware engineering and technical development of the Doubao mobile assistant [1]

Core Viewpoint - The Hang Seng Index fell by 1.28% to close at 25,760.73 points on December 3, with a net inflow of HKD 2.279 billion through the southbound trading channel [1][3]. Group 1: Market Activity - The total trading volume for the southbound trading on December 3 was HKD 66.132 billion, with a net buy of HKD 2.279 billion [1]. - The Shanghai Stock Exchange's southbound trading accounted for HKD 39.050 billion in trading volume, with a net buy of HKD 0.548 billion, while the Shenzhen Stock Exchange had a trading volume of HKD 27.082 billion and a net buy of HKD 1.732 billion [1]. Group 2: Active Stocks - In the Shanghai Stock Exchange's southbound trading, Alibaba-W had the highest trading volume at HKD 32.55 billion, followed by Tencent Holdings and SMIC with HKD 20.92 billion and HKD 13.12 billion respectively [1]. - In terms of net buy amounts, Alibaba-W led with a net buy of HKD 2.60 billion, despite its stock price dropping by 2.17% [1]. - Tencent Holdings experienced the highest net sell amount of HKD 7.26 billion, with a closing price decrease of 0.97% [1]. Group 3: Shenzhen Stock Exchange Activity - In the Shenzhen Stock Exchange's southbound trading, Alibaba-W also topped the trading volume with HKD 23.90 billion, followed by Xiaomi Group-W and Tencent Holdings with HKD 16.21 billion and HKD 14.74 billion respectively [2]. - Xiaomi Group-W had the highest net buy amount of HKD 9.46 billion, despite a closing price drop of 1.18% [2]. - SMIC recorded the highest net sell amount of HKD 1.88 billion, with a closing price decrease of 2.11% [2].

Core Viewpoint - ZTE Corporation's stock price surged significantly following the launch of the "Doubao Assistant" technology, indicating strong market interest and potential for growth in the AI smartphone sector [1][20][21]. Group 1: Stock Performance and Market Reaction - On December 1, ZTE's stock closed at 46.3 CNY per share, reaching the daily limit, while its Hong Kong stock rose by 13.94% to 35.8 HKD per share [1]. - The market's positive response is attributed to ZTE's collaboration with Doubao, which has generated excitement around the new smartphone features [1][5]. - The first "Doubao Assistant" phone sold out quickly, with second-hand prices rising significantly, indicating strong demand [6][21]. Group 2: Collaboration and Technology - ZTE's partnership with Doubao focuses on integrating AI capabilities into the smartphone operating system rather than developing a standalone product [5][32]. - The Doubao Assistant allows users to perform complex tasks with simple voice commands, enhancing user experience and efficiency [10][19]. - This collaboration represents a new model for smartphone manufacturers to leverage AI technology, potentially leading to a win-win situation for both parties [8][36]. Group 3: Market Position and Historical Context - ZTE has struggled in recent years to maintain its market position, with its consumer business accounting for only 24.09% of total revenue in the first half of 2025 [29]. - The company has faced significant challenges, including losses and market share decline, particularly after 2018 [28][29]. - The introduction of the Doubao Assistant may provide ZTE with a much-needed opportunity to revitalize its brand and sales [31][43]. Group 4: User Experience and Functionality - The Doubao Assistant offers seamless integration across applications, allowing users to execute tasks without switching between apps, which is a significant improvement over existing AI assistants [12][14]. - Users have reported that the assistant can perform tasks like price comparisons and setting reminders with minimal input, showcasing its advanced capabilities [15][19]. - However, there are concerns regarding the assistant's performance and potential privacy issues, as it requires access to various applications [37][41]. Group 5: Future Outlook and Challenges - While the initial response to the Doubao Assistant has been positive, both ZTE and Doubao face ongoing challenges, including competition and user expectations [9][31]. - The success of this collaboration could influence other smartphone manufacturers to explore similar partnerships, potentially reshaping the industry landscape [36][43]. - The long-term viability of this model remains uncertain, as user curiosity may wane and demands for product functionality increase [31][43].

在二手交易平台，因获取渠道稀缺，"F码"转让价格已被炒至百元左右。值得注意的是，已流入市场的 首批实机在二手交易中出现明显溢价，有卖家标价7999元，较原价翻了两倍多。 包邮 [全新未拆封] 豆包 △16小时前发布 ¥7999 10人想要 描述不符包邮退 24小时发货 百分百好评 【#豆包手机购买资格被炒至百元#，有卖家标价7999元售卖】 据蓝鲸新闻报道，12月1日，字节跳动旗下AI助手豆包和中兴通讯先后宣布，搭载豆包手机助手技术预 览版的工程样机nubia（努比亚） M153少量发售。目前该机型在中兴商城售卖，仅有16GB+512GB一款 配置，售价为3499元。 记者在中兴商城官网查询发现，目前该手机仅支持通过"F码"购买。用户需先进入预约页面，填写个人 相关信息以申请F码，审核通过后方可获得购买资格。 记者了解到，当前"F码"放量有限，仅少数早期预约用户已通过审核，获得购买资格并成功下单。部分 首批下单用户表示已收到手机。 ...

Core Viewpoint - The collaboration between ByteDance and ZTE to develop an AI phone represents a strategic move to gain control over system-level entry points in the AI era, indicating a complex battle beyond mere partnership [1][3]. Group 1: ZTE's Position and Strategy - ZTE has been struggling as the second player in the market, consistently overshadowed by Huawei, and is now seeking to break out of this position by partnering with ByteDance [3][4]. - In 2024, ZTE's consumer business is projected to achieve revenue of 32.41 billion yuan, a year-on-year increase of 16.1%, with mobile product revenue growing over 40% [3][4]. - The collaboration with ByteDance is seen as a pragmatic choice for ZTE to leverage AI capabilities for differentiated competition rather than continuing to struggle in the traditional smartphone market [4][6]. Group 2: ByteDance's Strategy and Goals - ByteDance aims to seize control of system-level entry points in the AI era, with its Doubao mobile assistant achieving 172 million monthly active users, the highest in the market [4][6]. - ByteDance has no plans to develop its own phone but is negotiating with multiple manufacturers to integrate its AI capabilities into various brands, focusing on software rather than hardware [4][6]. - The Doubao assistant's unique capabilities, such as reading screen content and simulating finger clicks, set it apart from traditional AI assistants that lack system-level permissions [6][19]. Group 3: Industry Dynamics and Challenges - Major manufacturers like Apple, Huawei, and Xiaomi view AI as a core part of their ecosystem and are unlikely to share system-level permissions with third-party models, limiting potential partners for ByteDance to second-tier brands like ZTE [21][22]. - The collaboration is still in its early stages, with only 30,000 engineering units produced, indicating a cautious approach to market entry [21][22]. - The AI assistant's ability to bypass traditional e-commerce processes poses a threat to platforms like Taobao and JD.com, which may respond with countermeasures [20][22]. Group 4: Future Outlook and Market Potential - ZTE's partnership with ByteDance aligns with its AI transformation strategy, with its second growth curve business, including computing and terminal products, seeing nearly 100% year-on-year growth [22][24]. - The global AI market is expected to exceed $860 billion in the next five years, with a compound annual growth rate of 32.19%, highlighting the potential for growth in this sector [24][25]. - The success of this collaboration will depend on the maturity of technology, the ability to balance user experience, commercial interests, and innovation, as well as ZTE's capacity to leverage its first-mover advantage [25].

12月3日，有报道称，自12月2日晚间起，多位使用"豆包手机"的用户在使用豆包手机助手操作任务时， 操作到微信会导致微信异常退出甚至无法登录，并提示"微信登录环境存在异常"。也就是说，豆包助手 预览版的工程机目前可以正常使用微信，但目前豆包助手的操作手机功能不再支持操作微信。 针对豆包相关权限，豆包方面表示，豆包手机助手是通过和终端手机厂商合作获得权限，并在其隐私白 皮书、权限清单中进行彻底披露。该权限可以让助手模拟点击事件，完成任务。手机助手执行任务需用 户授权，在执行过程有明确的展示，且用户可以中断。操作手机能力由用户触发、用户监督，并不自动 执行。 所谓"豆包手机"，即中兴通讯联手字节，推出的AI手机，其搭载豆包手机助手技术预览版，供开发者和 感兴趣的朋友体验豆包手机助手。豆包手机助手，是在豆包App的基础上，和手机厂商在操作系统层面 合作的AI助手软件。基于豆包大模型的能力和手机厂商的授权，豆包手机助手能够为用户带来更方便 的交互和更丰富的体验。 对此，微信方面回应：没有什么特别的动作，可能是中了本来就有的安全风控措施。 （文章来源：北京商报） ...

Core Points - The Doubao Phone Assistant, developed by ByteDance's Doubao team, is an AI assistant software that collaborates with smartphone manufacturers at the operating system level [1][12] - The Nubia M153, equipped with the Doubao Phone Assistant, has faced issues where users reported that using the assistant caused WeChat to crash or fail to log in [1][3][6] - The Doubao Phone Assistant allows users to perform complex operations across multiple applications through voice commands, automating tasks such as price comparisons and order placements [12][14] Summary by Sections Product Launch and Features - The Doubao Phone Assistant is based on the Doubao App and aims to facilitate complex operations through voice commands, enabling users to interact with various e-commerce platforms seamlessly [12][14] - The assistant can perform tasks like price comparisons across platforms such as Taobao, JD.com, Douyin, and Pinduoduo, and can handle various life scenarios like food delivery and ticket booking [14] User Experience and Issues - Users of the Nubia M153 reported that the Doubao Phone Assistant caused WeChat to log out or display error messages, indicating a potential conflict with WeChat's security measures [1][3][6][8] - The Doubao team acknowledged the issues and advised users to refrain from using the phone assistant's features related to WeChat until a solution is provided [6][8] Market Response and Pricing - The Nubia M153, priced at 3499 yuan, sold out quickly, with resale prices on platforms like Xianyu reaching up to 9999 yuan, indicating high demand and significant market interest [9][10] - The assistant's ability to automate tasks and its integration with existing applications has generated considerable attention, despite the current operational limitations with WeChat [12][14]

Core Insights - The article discusses the recent issues faced by the nubia M153 engineering device in accessing WeChat, highlighting a temporary login problem and the inability to perform tasks related to WeChat [3][4] - The focus is on the INJECT_EVENTS permission granted to the nubia M153, which allows applications to simulate user input events, raising concerns about security risks associated with this high-level operating system permission [6][7] Group 1: Technical Aspects - The INJECT_EVENTS permission is classified as a high-risk permission in the Android system, typically reserved for device manufacturers or deeply authorized partners, allowing applications to operate as part of the operating system [6][8] - The ability to obtain this permission requires the application to be signed with the manufacturer's system private key, indicating a deep collaboration between the model provider and the hardware manufacturer [8][9] - The article mentions that other native assistants from manufacturers like Xiaomi and Honor also possess this permission, indicating a trend in the industry towards integrating AI capabilities at a system level [8][9] Group 2: Security Concerns - Granting INJECT_EVENTS permission to third-party applications poses significant security risks, such as potential unauthorized access to sensitive information like banking passwords [7][9] - Experts emphasize the need for a robust security mechanism to ensure that AI applications operate within safe boundaries, particularly as user interactions with AI become more frequent and complex [11][13] - The article notes that the current focus on AI integration in mobile devices is not just about functionality but also about maintaining user privacy and data security [12][14] Group 3: Market Dynamics - The competition among mobile manufacturers, model providers, and traditional app developers is described as a struggle for data access and user engagement, with each entity trying to establish its own entry point into the market [14] - The target audience for the nubia M153 engineering device is primarily developers rather than ordinary consumers, indicating a niche market focus [14]