凤凰网科技讯 12月10日，近日，豆包和中兴合作研发的努比亚m153手机（豆包AI手机）AI手机引发网 友关注。据了解，该手机官方购机F码（优先购买资格）最迟购买期限已于12月7日截止，如今已无法 通过购买F码在官方渠道购机，这也意味着所有购机需求全面转向二手机交易。 受此影响，该机型在二手平台上价格持续攀升。查询发现，这款手机大部分全新未拆封版本报价3700元 到4999元不等，最高报价36000元。平台上还衍生出短期租赁业务，出租该款手机使用。 ...

MMU校长拿督Mazliham、马来西亚公共事务部代表Yusri Bin Razalli出席结业典礼并发言，对中兴通讯长期以来在智慧政府和组织人才建设中的贡献表示感 谢，对中兴通讯AiCube平台助力MMU大学数智化教学升级、强化人才培养的重要意义表示肯定，并期待未来与中兴通讯开展更深层次的合作。 中兴通讯努力践行《中华人民共和国和马来西亚关于构建高水平战略性中马命运共同体的联合声明》最新文件精神，积极探讨与马来在科技创新、人才培养 等领域的交流合作。 近日，马来西亚政府"Shaping the future-fit public services with Cybersecurity in AI Landscape"暨"马来西亚政府官员来华培训项目二期"结业典礼在马来西亚多 媒体大学（MMU）隆重举行。中兴通讯高级副总裁顾军营专程出席典礼并致辞。 顾军营称，2025年是中马关系新"黄金50年"的启程之年，中兴通讯将继续支持马来西亚数智人才培养与智慧政府建设，并强调将以AI战略合作协议为新起 点，携手政产学研伙伴构建创新生态，为马来西亚及相关地区发展注入持久动能。期间，中兴通讯与MMU签署《AI合作伙伴协议》 ...

然而，产品发布后随即遭遇多个软件平台的使用限制，首批用户反馈在作微信时触发登录环境异常导致 封号;多家银行App及阿里系应用识别出非人工作风险，拒绝执行支付、验证码等敏感指令或直接提 示"设备异常"。面对广泛的业内抵制和使用限制，豆包团队被迫于12月3日及5日紧急下线微信及金融类 应用的作能力，并对游戏代玩、点击激励广告等使用场景对使用AI助手进行了限制。 中银国际发布研报称，明年将是AI手机助手开始广泛发展的一年，未来几个季度市场也将陆续发布带 有AI手机助手功能的产品。该行认为豆包手机助手的发布将显著强化手机厂商的FOMO心态，从而带来 对端侧AI相关的功能性硬件的提前投入和升级，如SoC、存储、续航、散热和传感器等。 中银国际指，邀请手机智能助手的业内资深专家参与了讨论，并一致认为手机AI助手正在逐步走向应 用的拐点，基本的底层技术栈的设计已经比较成熟，而目前所面对的主要困境更多来自互联网服务商、 手机硬件厂商以及监管之间不同利益所带来的摩擦。 报道称，12月1日，字节跳动联合中兴手机发布搭载豆包手机助手预览版的工程样机，其核心卖点在于 通过语音指令实现跨应用的自动化AI Agent作能力。豆包手机广告 ...

Core Insights - ByteDance's AI model Doubao has launched the "Doubao Phone Assistant" technical preview, integrated into the Nubia M153 smartphone, which sold out within a day at a price of 3499 yuan, with resale prices on second-hand platforms reaching up to 9999 yuan, indicating a premium of over 6500 yuan [2] - The Doubao Phone Assistant represents a significant technological breakthrough by embedding AI capabilities directly into the operating system, allowing for cross-app automation tasks through natural language commands, thus transforming the role of AI from a supportive tool to an active agent [2] Group 1: Product Launch and Market Response - The Nubia M153, featuring the Doubao Phone Assistant, sold out rapidly, showcasing strong market demand and consumer interest in innovative AI applications in smartphones [2] - Resale prices on platforms like Xianyu indicate a high perceived value and demand for the device, with some listings reaching up to 9999 yuan, reflecting a significant markup [2] Group 2: Industry Trends and Innovations - The smartphone industry has not seen disruptive innovation for a long time, and the development of AI smartphones is seen as an irreversible trend, with a focus on open collaboration to enhance user experience [3][5] - The high-end smartphone market in China, defined as devices priced over 4000 yuan, has seen its market share increase to over 27% in 2023, up by 3.7 percentage points from 2022, indicating a growing consumer demand for premium devices [7] Group 3: Future Market Projections - The Chinese smartphone market is expected to experience a new wave of upgrades driven by economic recovery and the rise of AI and foldable smartphones, with projections estimating the market size to reach 15,367 billion yuan by 2029, reflecting a compound annual growth rate of approximately 9.2% [8]

"H200 或放开"下投资思路 20251209 摘要 预计明年国产 AI 算力产业链将显著增长，受益于国产芯片大规模放量， 招标回暖，以及潜在的 H200 芯片获批。Q3、Q4 招标已开始回暖并陆 续落地，H200 芯片获批将极大强化国产 AI 和算力产业链的发展。 H200 芯片获批将直接利好计算端和 AIDC，间接利好网络端和国产芯片 端。计算端 AI 服务器和服务器电源需求将随芯片数量增加而增长， AIDC 的功耗需求约为芯片功耗的两倍，机房需求可能大幅增长。 AIDC 板块 Q2 以来股价下行，目前已处于底部位置，但随着 Q3、Q4 逐步恢复以及最近一个月显著提升的 AIGC 需求，这一板块也将迎来回 暖信号。预计明年国内 AIDC 需求至少达到 6-7GW 以上，优质机房资 源可能供不应求。 网络侧，Scale-up 技术将带动超高速交换芯片需求，重点关注 51.6T 交换芯片。锐捷网络在字节跳动和阿里巴巴占有较大市场份额。光模块 方面，华工科技和铜连接器供应商华丰科技等公司将受益于这一趋势。 国产芯片发展是大势所趋，政策支持力度大。H200 系列芯片若能进入 中国市场，将推动国产大模型全面升级， ...

倪飞在回应中谈及与豆包联手的原因时说："手机行业已经太久没有给用户带来颠覆式的创新。创新的 方向在哪？在这个AI大变革的时代，AI手机发展势不可逆，我们的答案是开放。"他称，1+1＞2，就像 iPhone+ChatGPT、三星+Gemini，核心都是为了给用户带去更好的产品体验。 随后，抖音集团副总裁李亮转发并配文称：AI带来的变革是真实存在的，用户的需求也是真实存在 的。豆包和中兴的探索是一个开始，不论这次是否会成功，但AI一定是未来。 作为深度集成在手机操作系统层面的AI助手，豆包手机助手能够通过语音指令完成跨应用复杂操作。 随后，有用户表示在努比亚M153上使用豆包手机助手时，如果涉及操作微信，会出现微信异常退出， 甚至无法登录的情况。同时，农行、建行App等手机银行和金融类App，也先后出现了针对AI、屏幕共 享的监测以及封控措施，要求关闭AI手机助手后再进行使用。随后，经媒体测试，阿里系多款应用 ——淘宝、淘宝闪购、闲鱼、大麦等App已开始拒绝"豆包手机"登录。 "豆包手机助力"官微也多次进行回应。12月5日，豆包发布公告，对AI操作手机能力做出调整，分别在 限制刷分、刷激励、金融类应用以及游戏类使 ...

Group 1 - BlackRock's long position in China People's Insurance Company - H shares decreased from 6.0% to 5.89% on December 4, 2025 [1] - BlackRock's long position in Kingsoft Corporation increased from 4.89% to 5.05% on December 4, 2025 [1] - BlackRock's holding in ZTE Corporation H shares rose from 6.79% to 7.18% on December 4, 2025 [1]

Core Viewpoint - The article discusses the recent developments and strategic direction of Nubia Technology in the AI smartphone sector, emphasizing the importance of innovation and user experience in the industry [1] Group 1: Company Strategy - Nubia's president, Ni Fei, highlighted the lack of disruptive innovation in the smartphone industry and stated that the trend towards AI smartphones is irreversible [1] - The collaboration with Doubao Mobile Assistant is likened to partnerships seen with iPhone+ChatGPT and Samsung+Gemini, aiming to enhance user experience [1] - Nubia has been focusing on AI since 2017, adhering to the "AI for All" philosophy, which aims to make AI accessible to everyone rather than a select few [1] Group 2: Product Development - The journey of Nubia's AI development includes the launch of the first AI smartphone, Z17, and the multi-model collaboration concept set for 2025 [1] - The recent M153 model, developed in partnership with Doubao, represents Nubia's ongoing commitment to proactive innovation [1] Group 3: User Engagement - Nubia is actively engaging with partners to address user feedback and is committed to ongoing discussions with the public regarding future developments [1] - The company expresses gratitude towards users for their support and emphasizes its focus on technological innovations that enhance user experience [1]

Investment Rating - The report maintains a "Positive" investment rating for the communication industry [9]. Core Insights - The communication sector saw a 3.65% increase in the 49th week of 2025, ranking 3rd among major industries, and a 70.43% increase since the beginning of the year, ranking 2nd [2][4]. - AWS launched the Trainium 3 chip, significantly enhancing performance and energy efficiency, while DeepSeek V3.2 made breakthroughs in inference capabilities and cost reduction for long sequences [2][5][6]. - The collaboration between AWS and NVIDIA is expected to accelerate the integration of self-developed chips with the NVIDIA ecosystem, clarifying the ASIC penetration logic [7]. Summary by Sections Market Performance - The communication sector's performance in the 49th week of 2025 was a 3.65% increase, with a year-to-date increase of 70.43% [2][4]. - Top gainers in the sector included Tianfu Communication (+25.8%), Tongyu Communication (+23.9%), and Meige Intelligent (+13.7%), while the largest declines were seen in Online and Offline (-11.8%), Data Port (-10.8%), and Kesi Technology (-8.6%) [4]. Technological Developments - AWS's Trainium 3 chip offers a 4.4x performance increase and a 40% improvement in energy efficiency, reducing training costs for clients by up to 50% [5]. - DeepSeek V3.2, the first open-source model to integrate "deep thinking" and "tool invocation," surpassed GPT-5 in inference benchmarks, significantly lowering costs for long sequence tasks [6]. Investment Recommendations - Recommended companies include China Mobile, China Telecom, and China Unicom in the operator category; Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication in optical modules; and AI applications such as Boshi Jie, Heertai, and Tuobang Co. [7].

Core Insights - The AI mobile phone concept is gaining traction, with companies like Shenghong Technology and Furong Technology seeing significant stock price increases following the announcement of the open-sourcing of the AutoGLM AI model by Zhiyu Technology [1][2] Industry Developments - Zhiyu Technology has open-sourced its AutoGLM model, which is recognized as the world's first AI agent capable of mobile operations, enabling complex tasks like food ordering and flight booking [1][2] - The open-sourcing of AutoGLM is expected to lower the technical barriers for AI mobile phones, transitioning the ecosystem from a closed to an open collaborative model [1][2] - The project supports both local and cloud deployment, ensuring users maintain control over their data and privacy [1][2] Market Trends - The AI mobile phone sector is witnessing significant interest from major players, with the recent collaboration between Douyin's AI assistant "Doubao" and ZTE marking a substantial step in the integration of AI models with mobile hardware [2][3] - AI mobile phones are moving from concept to real-world applications, capable of automating tasks in various scenarios such as food delivery and customer service [2][3] Future Outlook - Citic Securities predicts that AI mobile phones will be a major transformation in the industry, with expectations for the launch of AI phones equipped with advanced capabilities by the end of 2025 [3] - The Chinese government's policies are increasingly supportive of AI mobile technology, aiming to foster a comprehensive ecosystem for smart products [3][4] - Experts believe that the continuous breakthroughs in core technologies will unlock significant market potential, driving the evolution of consumer electronics from tools to intelligent partners [4]