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。 | 84 | | | 94 | | | 97 | | | 100 | | | 103 | | | 111 | | | 114 | | | 115 | | | 116 | | | 117 | ● 公众号·程序员的那些事 | | 118 | | 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。 - EOF - 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 Ola Dance 等。 因此 锤子科技手机系统团队的" ...

内容概要：工业级路由器作为路由器的细分领域，是专为工业领域复杂恶劣环境及高可靠性数据传输需 求打造，能在极端温湿度、强电磁干扰等条件下稳定工作，满足工业自动化、智能电网、智能交通等场 景需求。在工业自动化生产线中连接各类设备，实现生产过程监控和自动化控制；在智能电网中连接电 力设备，保障电力数据传输；在智能交通中连接交通设备，实现智能交通管理。如汽车制造工厂自动化 生产线上，工业级路由器确保设备间高效通信和协同工作。随着这些领域的推动，工业路由器行业市场 规模持续增长，但2020年以后工业路由器行业规模有所下降，虽然2023年增长至52亿元，但2024年又下 降至44亿元，这主要受互联网流量增速放缓、预算与建设节奏调整导致金融、政府、能源等领域投资下 滑等多重因素影响。 相关上市企业：中兴通讯（000063）、紫光股份（000938）、星网锐捷（002396）、小米集团-W （01810）、烽火通信（600498）、映翰通（688080）、移为通信（300590）等。 相关企业：深圳市仕方通信科技有限公司、杭州羽智科技有限公司、昌硕科技（上海）有限公司、深圳 富联富桂精密工业有限公司、华为技术有限公司、深圳市 ...

一是直接嵌入操作系统底层，支持通过专属物理按键、语音等方式全局唤醒，并能以悬浮窗形式交 互，不中断当前应用。 二是突破应用孤岛，可自动执行跨平台任务链。比如，根据指令同时打开美团、京东、淘宝进行比 价，选择最低价下单并通过微信发送订单截图；或整理小红书攻略生成出行方案。 三是融合视觉理解与语音交互，能"读懂"屏幕内容。比如，在相册中通过语音指令修图，或在微信 聊天界面根据上下文生成回复建议。 四是具备操作手机系统的权限，可执行播放音频、订票、发短信等任务；支持本地化记忆，将对话 转为文本并生成待办、提醒。 今天，豆包手机助手发布技术预览版，标志着字节跳动正式切入端侧AI赛道，试图通过渗透操作 系统底层以重塑人机交互方式。 豆包手机助手并不是独立的手机产品，而是豆包与手机厂商在操作系统层面合作的AI助手。 目前以技术预览版形式，首发搭载于与中兴合作的工程样机nubia M153上，售价3499元，主要面向 开发者与科技爱好者少量发售。 豆包明确表示没有自研手机计划，正与多家厂商推进合作，即以"生态合作"形式将豆包手机助手整 合进不同品牌机型中。 从相关新闻及豆包官方的消息来看，豆包手机助手的核心功能及技术特点有 ...

很多人已经开始畅想，以后手机能帮自己炒股、打游戏了。 一夜之间，AI似乎又跨出了一大步。 12月1日，豆包手机助手技术预览版正式亮相，它是字节和中兴合作的产物。 和普通手机AI助手不一样，它其实是一个Agent（智能体），可以像人一样去操作手机中的应用。比如一句话下载安装多个软件；一键查询所有购物软件 的物流进度；一句话实现跨平台比价和下单…… 在好奇心推动下，被人称为"豆包手机"的"豆包助手"手机，一上市就轰动全网。 中兴商城上，这款手机上线仅1天就已售罄，中兴股价直接涨停；二手平台上，这款手机的售价最高达到9999元，比原价贵了6000多元；有商家甚至给出 租赁价格，超600元/天。 但在看完越来越多测评和报道，不少人却对豆包助手有了质疑，说它鸡肋、割韭菜、侵犯隐私安全的声音此起彼伏，同时引来多家App的变相"抵制"。 在得出"是否有用"的结论之前，可能得先搞懂关于它的三大疑问。 豆包助手，意欲何为？ 豆包助手的表现，不禁让人想起苹果AI准备多年的大招：App Intent。 早在2019年发布iOS 13时，苹果就对外展示了App Intent，它使Siri能直接控制应用、支持快捷指令与自动化、跨应用智 ...

Core Viewpoint - The collaboration between ByteDance and ZTE to launch the AI phone, featuring the Doubao assistant, has generated significant market excitement, pushing ZTE's stock to a halt on the A-share market and causing a nearly 14% surge in Hong Kong shares. However, the long-term impact on ZTE's market position remains uncertain as the smartphone industry is highly competitive and dynamic [1][3][10]. Group 1: Market Reaction and Initial Success - ZTE's stock surged due to the announcement of the AI phone, with trading volume exceeding 13.1 billion [1]. - The Doubao assistant represents ByteDance's first deep integration into smartphone capabilities, marking a potential shift in the Android ecosystem's power dynamics [1][10]. - The initial release of the Nubia M153, equipped with the Doubao assistant, sold out quickly, indicating strong consumer interest [1]. Group 2: Competitive Landscape - ZTE has struggled to maintain a competitive presence in the smartphone market over the past decade, with its Nubia brand not ranking among the top five smartphone manufacturers in China [16]. - The current top five smartphone manufacturers in China, according to IDC data, are Vivo, Apple, Huawei, Xiaomi, and Oppo/Glory, with ZTE's market share being less than 1% [16][17]. - ZTE lacks advantages in both offline and online sales channels, with major competitors dominating these markets [18]. Group 3: Product and Ecosystem Challenges - ZTE's product offerings have been criticized for lacking innovation and competitiveness, particularly in areas like imaging and system performance [19]. - The Doubao assistant may enhance ZTE's appeal, but it does not address the company's fundamental weaknesses in product capabilities and market positioning [25]. - The AI phone's success is contingent on ZTE's ability to leverage the Doubao assistant effectively, but the assistant is not exclusive to ZTE, as other manufacturers are also pursuing similar AI integrations [11][26]. Group 4: Long-term Viability and Strategic Positioning - The introduction of the Doubao assistant may create a temporary boost for ZTE, but the long-term sustainability of this advantage is questionable as the smartphone market evolves towards ecosystem-based competition [30][31]. - ZTE's lack of a clear brand position and ecosystem capabilities limits its ability to capitalize on the AI trend effectively [29][32]. - The competition for control over AI integration in smartphones is just beginning, with ZTE positioned as a minor player in this evolving landscape [31][33].

Core Insights - ByteDance's Doubao and ZTE have launched an AI smartphone that is generating significant market interest [1] - The Doubao assistant within the phone shows quick response times and clear feedback logic in travel planning and ticket booking, but has issues with longer wait times and unintegrated payment processes [1] - The industry faces challenges with the integration of systems and models in current smartphone AI assistants, and the effectiveness of this collaboration between Doubao and ZTE remains to be validated by the market [1]

Group 1 - JPMorgan's long position in ZTE Corporation - H shares increased from 8.98% to 9.16% as of December 2, 2025 [1]

Market Overview - The Shanghai Composite Index rose by 0.70% on December 5, with 29 out of the 31 sectors in the Shenwan classification experiencing gains, led by non-bank financials and non-ferrous metals, which increased by 3.50% and 2.84% respectively [1] - The communication sector also saw an increase of 1.23% [1] - The banking sector was the only one to decline, with a drop of 0.58% [1] Capital Flow - The net inflow of capital in the two markets reached 16.316 billion yuan, with 20 sectors experiencing net inflows [1] - The non-bank financial sector had the highest net inflow of 4.487 billion yuan, followed by the non-ferrous metals sector with a net inflow of 3.781 billion yuan [1] - Conversely, 11 sectors experienced net outflows, with the household appliances sector leading with a net outflow of 1.202 billion yuan, followed by the media sector with a net outflow of 1.04 billion yuan [1] Communication Sector Performance - The communication sector had a net inflow of 2.729 billion yuan, with 106 out of 124 stocks in the sector rising, including 3 stocks hitting the daily limit [2] - The top three stocks with the highest net inflow were Shida Group (1.135 billion yuan), Yongding Co. (962 million yuan), and Taicheng Light (553 million yuan) [2] - Eight stocks in the communication sector experienced net outflows exceeding 100 million yuan, with ZTE Corporation leading at 955 million yuan [3] Communication Sector Capital Inflow - The top stocks in the communication sector by capital inflow included: - Shida Group: +9.93%, turnover rate 36.14%, inflow 1.134 billion yuan - Yongding Co.: +10.03%, turnover rate 13.55%, inflow 962 million yuan - Taicheng Light: +9.25%, turnover rate 21.27%, inflow 553 million yuan [2] Communication Sector Capital Outflow - The top stocks in the communication sector by capital outflow included: - ZTE Corporation: -2.26%, turnover rate 4.12%, outflow 954.91 million yuan - Zhongji Xuchuang: +0.29%, turnover rate 2.56%, outflow 567.94 million yuan - Xinyi Sheng: +0.87%, turnover rate 4.00%, outflow 407.15 million yuan [3]

Volatility - A total of 12 stocks in the A-share market experienced a volatility exceeding 20% today [1] - Notable stocks with high volatility include N-Mole-U, KQ Group, and Lixing Shares [1] Turnover Rate - There are 8 stocks in the A-share market with a turnover rate exceeding 40% today [1] - Leading stocks in terms of turnover rate include N-Mole-U, Chuling Information, and Sichuan Jinding [1] Main Capital Flow - Main capital today saw a net inflow into sectors such as non-ferrous metals, computers, and non-bank financials, while experiencing a net outflow from basic chemicals, home appliances, and pharmaceutical biology [1] - N-Mole-U, BOE Technology Group, and Sunshine Power had the largest net inflows, amounting to 1.711 billion, 918 million, and 806 million respectively [1] - On the other hand, Heertai, Sanhua Intelligent Control, and ZTE Corporation faced significant net outflows, with outflows of 1.921 billion, 1.002 billion, and 913 million respectively [1]

Core Viewpoint - The "Doubao Mobile Assistant" has announced restrictions on its AI capabilities, focusing on three specific scenarios: score manipulation, financial applications, and gaming usage [1]. Group 1: Product Overview - The Doubao Mobile Assistant was launched on December 1, in collaboration with ZTE, using the Nubia M153 model as a customized technology showcase [3]. - Its main selling point is the automation of daily app operations, such as ordering food, booking flights, and price comparison shopping [3]. - The official price of the Doubao Mobile is 3499 yuan, with an initial stock of approximately 30,000 units [3]. Group 2: User Experience - Users have reported that the Doubao Mobile can execute complex commands, such as placing orders on food delivery apps and posting on social media [5]. - One user mentioned that the phone could automatically search for job postings and submit resumes, completing about 30 applications in 10 minutes [5]. - However, the execution speed of commands is slower than manual operations, taking 2 to 3 seconds per step compared to 3 seconds for manual completion [5]. Group 3: Market Demand and Pricing - The Doubao Mobile has generated significant interest, leading to it being sold out at ZTE stores, with resale prices on second-hand platforms reaching up to 12,900 yuan [9]. - Rental services for the Doubao Mobile are also emerging, with daily rental fees as high as 1600 yuan [11]. Group 4: Restrictions and Compliance - The Doubao Mobile Assistant has implemented restrictions on certain applications to prevent misuse, such as video platforms and gaming apps, to ensure fair play and compliance with app policies [12]. - Financial applications like Taobao and major banks have also restricted the Doubao Mobile Assistant's capabilities due to security concerns [12]. - The assistant faced issues with WeChat, where users were logged out due to security measures, prompting the assistant to disable related functionalities [13].