Core Insights - The "Doubao Assistant" phone, developed in collaboration with ZTE and ByteDance's AI model, has seen high demand, with prices on the second-hand market significantly exceeding the official retail price [1][3] - The phone features a unique AI integration that allows it to perform tasks like ordering food autonomously, showcasing advanced user interaction capabilities [3] - The limited availability of the phone has led to a secondary market for F-codes, which are necessary for purchase, further driving up demand and prices [3][4] Group 1: Product Overview - The "Doubao Assistant" phone is based on the Nubia M153 model and comes with a configuration of "16GB + 512GB" [3] - It has system-level operational capabilities, enabling it to understand user needs and perform actions like clicking and swiping on apps [3] - The phone is not widely available for direct purchase; interested buyers must apply for an F-code through a specific WeChat channel [3] Group 2: Market Dynamics - The secondary market for the F-code has emerged, with prices reaching around 80 to 300 yuan, indicating high demand for the phone [3][4] - Other smartphone manufacturers are also exploring partnerships with Doubao, although they currently have their own voice assistants [4] - The AI smartphone concept has gained traction, with the AI smartphone index rising over 8% in the past week, reflecting growing investor interest [4] Group 3: Industry Implications - The introduction of the Doubao Assistant phone, along with other AI products, is expected to reshape AI interaction models and accelerate AI application adoption [4] - Companies like ZTE and Guanghetong are seen as potential beneficiaries in the AI-driven market landscape [4] - Several stocks in the AI smartphone sector have doubled in value this year, indicating a robust market response to AI innovations [4]

图片来源：中兴商城 在二手交易平台，有用户称"在官网抢到一台'豆包'手机，加价300可顺丰包邮"；也有人以高达7000元的价格转让，溢价3500元，目前有70人浏览。其他 二手努比亚M153溢价后的价格大部分在4000元到4500元之间。 12月2日，中兴商城显示，作为首款搭载豆包手机助手的手机产品，努比亚M153目前已售罄。这款"豆包助手"手机是由中兴通讯和字节跳动共同开发，其 中豆包主导AI手机助手的产品定义与体验，中兴通讯旗下努比亚主导硬件研发设计以及生产制造。该机型主要面向开发者和科技爱好者，售价3499元。 图片来源：中兴商城 从官网发售信息来看，目前并不是"完全无货"状态，相关开发者可填写预约信息申请F码，获得F码后按提示购买。此外，根据官网信息，上述工程机可作 为主力机日常使用，但软件方面尚无法保证成熟手机产品的功能完善度，比如影像功能完善度与市场主流旗舰机可能存在差距等。 根据官方发布的实机演示视频，当用户说出"帮我全网比价并下单某商品"时，助手随即在后台被唤醒。它依次自动跳转至淘宝、京东、抖音商城、拼多多 等主流电商平台，完成价格查询、数据比价，并自动选择最优商品进入下单页面。 图片来源 官 ...

（原标题：主力资金丨这只龙头股遭资金大幅撤离！） 8个行业获主力资金净流入。 据证券时报·数据宝统计，今日（12月2日）沪深两市主力资金净流出310.83亿元，其中创业板净流出142.83亿元，沪深300成份股净流出77.78亿 元。 行业板块方面，申万一级8个行业上涨，石油石化行业涨幅居首，达0.71%；轻工制造、家用电器、建筑材料和通信等行业均微涨。23个下跌行业 中，传媒、有色金属、计算机、医药生物和电力设备行业跌幅居前，均超1%。 从资金流向来看，申万一级行业中，8个行业获主力资金净流入。轻工制造和农林牧渔行业主力资金净流入居前，均超5亿元；汽车和房地产行业 主力资金净流入均超4亿元；还有综合、建筑材料、煤炭和交通运输等行业获主力资金净流入。 23个主力资金净流出的行业中，电子、通信和电力设备行业净流出均超40亿元，居前列；计算机、有色金属、非银金融和机械设备等行业主力资 金净流出均超15亿元。 光模块龙头股获大幅净买入 从个股来看，58股主力资金净流入均超1亿元，其中22股净流入金额均超2亿元。 3股主力资金净流出金额逾10亿元，其中通信龙头股中兴通讯主力资金净流出30.23亿元，居首，净流出额创2 ...

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 total trading volume for Shanghai Stock Connect reached 81.037 billion, while Shenzhen Stock Connect totaled 98.724 billion [1] Trading Highlights - The top traded stocks in Shanghai Stock Connect included: - Industrial Fulian (601138) with a trading volume of 2.022 billion - Kweichow Moutai (600519) at 0.957 billion - Luoyang Molybdenum (603993) at 0.954 billion [2] - In Shenzhen Stock Connect, the leading stocks were: - Zhongji Xuchuang (300308) with 3.821 billion - Luxshare Precision (002475) at 3.019 billion - Xinyi Technology (300502) at 2.428 billion [3] Sector Performance - The sectors with the highest gains included: - Agriculture, Forestry, Animal Husbandry, and Fishery with a net inflow of 0.677 billion - Light Industry Manufacturing with 0.516 billion - Coal Mining and Selection with 0.350 billion [5] - The sectors with the largest outflows were: - Electronics with a net outflow of -7.387 billion - New Energy with -6.306 billion - Computers with -6.199 billion [6] Individual Stock Movements - The stocks with the highest net inflows included: - Industrial Fulian with 1.112 billion - Xinyi Technology with 1.090 billion - Shenghong Technology with 0.997 billion [7] - The stocks with the largest net outflows were: - ZTE Corporation with -3.008 billion - Sanhua Intelligent Control with -1.224 billion - Beijing Junzheng with -1.045 billion [8] ETF Trading - The top ETFs by trading volume included: - A500 ETF Fund with 5.4125 billion - CSI A500 ETF with 4.4341 billion - A500 ETF E Fund with 4.3784 billion [9] - The ETFs with the highest growth in trading volume compared to the previous trading day were: - Sci-Tech 100 Index ETF with 308.52 million, up 193.44% - Hang Seng Dividend Low Volatility ETF with 317.01 million, up 89.01% [10] Futures Positioning - In the four major futures contracts (IH, IF, IC, IM), both long and short positions were reduced, with significant short position reductions in IF and IM contracts [11] Institutional Activity - Notable institutional buying included: - Aerospace Development (000547) with a 10.03% increase and 1.67 billion bought by two institutions - Shunhao Shares (002565) with a 9.97% increase and 1.5 billion bought by three institutions [12] - Conversely, ZTE Corporation faced significant selling, with -3.008 billion sold by two institutions [13]

Market Overview - A-shares experienced a broad pullback, with the ChiNext Index dropping over 1% and the Shanghai Composite Index closing down 0.42% at 3897.71 points [2] - The total trading volume in the Shanghai and Shenzhen markets was 16,073 billion yuan, a decrease of over 280 billion yuan compared to the previous day [2] - The technology sector, including semiconductor and brokerage stocks, collectively retreated, while consumer sectors like retail and food & beverage saw gains [2] Sector Performance - The food and beverage sector showed strong performance, with stocks like Hai Xin Food and An Ji Food hitting the daily limit, and Xue Tian Salt Industry rising nearly 5% [4][5] - The home furnishing sector also performed well, with stocks such as Hao Li Ke and Meng Tian Home hitting the daily limit, and Meng Tian Home achieving a cumulative increase of approximately 114% over the last 10 trading days [7] Conceptual Trends - The cross-strait integration concept saw significant gains, with stocks like Jia Rong Technology and Zhao Biao Shares hitting the daily limit, supported by new policies from the Fujian government aimed at promoting cross-strait development [10][12] - Fujian's government announced 12 new policy measures to support Taiwanese enterprises, including land and sea guarantees for Taiwanese businesses and tax service optimizations [12][13] Company-Specific Developments - Yun Zong Technology experienced a sharp decline, hitting the daily limit down after a significant increase of over 90% in the previous six trading days [14][16] - The company confirmed that its main business operations remain normal, focusing on consumer electronics and automotive electronics, with no major changes in market conditions or industry policies [16]

沪指12月2日下跌0.42%，申万所属行业中，今日上涨的有7个，涨幅居前的行业为石油石化、轻工制 造，涨幅分别为0.71%、0.55%。通信行业今日上涨0.27%。跌幅居前的行业为传媒、有色金属，跌幅分 别为1.75%、1.36%。 资金面上看，两市主力资金全天净流出464.99亿元，今日有7个行业主力资金净流入，轻工制造行业主 力资金净流入规模居首，该行业今日上涨0.55%，全天净流入资金6.79亿元，其次是农林牧渔行业，日 跌幅为0.34%，净流入资金为5.85亿元。 主力资金净流出的行业有24个，电子行业主力资金净流出规模居首，全天净流出资金80.48亿元，其次 是电力设备行业，净流出资金为59.57亿元，净流出资金较多的还有通信、计算机、有色金属等行业。 通信行业资金流出榜 （文章来源：证券时报网） | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 2.64 | 4.28 | 115594.35 | | 300394 | 天孚通信 | 2.31 | 4.88 | ...

两市全天特大单净流出289.53亿元，其中26股特大单净流入超2亿元，新易盛特大单净流入12.42亿元， 特大单净流入资金居首。 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 365.00 | 2.64 | 12.42 | 通信 | | 000592 | 平潭发展 | 12.51 | 10.03 | 7.70 | 农林牧渔 | | 601138 | 工业富联 | 60.96 | 1.92 | 7.35 | 电子 | | 300476 | 胜宏科技 | 272.36 | 1.32 | 6.84 | 电子 | | 000572 | 海马汽车 | 9.83 | 9.96 | 4.59 | 汽车 | | 000547 | 航天发展 | 16.35 | 10.03 | 4.49 | 国防军工 | | 002474 | 榕基软件 | 12.30 | 10.02 | 3.79 | 计算机 | | 300394 | 天孚通信 | 161.98 | 2.31 | 3.5 ...

格隆汇12月2日丨依顿电子(603328.SH)在投资者互动平台表示，目前公司的PCB产品暂未应用于中兴通 讯手机。 ...

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 ...