格隆汇12月2日｜有投资者在互动平台向珠海冠宇提问：请问公司是否是中兴手机的供应商？珠海冠宇 回复称，公司有为中兴客户供应手机类电池，公司业务合作情况可关注公司定期报告等信息。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪科技讯 12月2日下午消息，近日，字节跳动豆包团队、中兴通讯宣布，搭载豆包手机助手技术预览 版的工程样机开始出售。据悉，豆包手机助手是豆包和手机厂商在操作系统层面合作的手机AI助手， 可以执行较为复杂的任务。不仅是购物，AI助手在出行、商务等应用场景中也表现出较强的智能体AI 能力，并且用户还可以通过语音、侧边AI键、耳机等多种方式唤醒AI助手。 根据中兴通讯官网的信息，此次搭载豆包手机助手的工程样机是努比亚M153，使用了骁龙8至尊版移动 平台，售价3499元，目前处于"售罄"状态。另外在闲鱼平台上，这款手机二手售价在4200元至4999元之 间，较官方售价高出700元至1500元左右。 公开信息显示，骁龙8至尊版是高通在去年10月推出的旗舰移动平台，可以在终端侧提供个性化的多模 态生成式AI，支持语音、情境和图像理解等。今年9月，高通发布了第五代骁龙8至尊版，推动终端侧 AI处理能力进一步提升，可以在手机等终端侧运行智能体AI助手。 高通CEO安蒙认为，用户体验正在从以智能手机为中心转向以智能体AI为中心，智能手机不会消失， 但 ...

Core Viewpoint - The article discusses the recent developments in AI applications, particularly focusing on ByteDance's announcement regarding its AI assistant "Doubao" and its collaboration with ZTE, which has led to significant stock price increases in related companies [2][5][6]. Group 1: AI Application and Market Impact - The AI application sector continues to rise, with stocks like Yunzhong Technology nearly doubling and Daoming Optics increasing over 40% in the past week [2]. - ZTE's stock surged to the top of the A-share market with a trading volume exceeding 200 billion, indicating strong market interest in AI-related technologies [2]. - ByteDance confirmed its collaboration with multiple smartphone manufacturers, enhancing its AI capabilities without directly producing hardware [2][5]. Group 2: Doubao AI Assistant Features - The Doubao AI assistant integrates with various apps, allowing users to perform tasks like ticket booking and price comparison seamlessly through voice commands [5][6]. - The assistant is designed to operate at the system level, providing a more advanced user experience compared to traditional app-based assistants [7]. - The development of Doubao is led by ByteDance's Ocean team, which has experience in various hardware sectors, indicating a strategic focus on AI hardware integration [6]. Group 3: Industry Trends and Future Outlook - The integration of AI in smartphones is expected to accelerate, with predictions that by 2025, around 30% of smartphone shipments will feature generative AI capabilities [10][11]. - The competitive landscape among smartphone manufacturers is intensifying, with companies like Samsung and Honor also integrating AI models into their devices [10]. - The shift towards edge AI processing in smartphones is anticipated to drive innovation and enhance user privacy while improving response times [8].

Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index down by 0.42%, the Shenzhen Component Index down by 0.68%, and the ChiNext Index down by 0.69% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.59 trillion yuan, a decrease of 280.5 billion yuan compared to the previous trading day [6] Sector Performance - The lithium battery industry chain led the decline, with significant drops in sectors such as innovative drugs, GPUs, robotics, photovoltaics, AI applications, semiconductors, and new energy vehicles [2][3] - Conversely, the pharmaceutical commerce and consumer electronics sectors showed resilience, with several local stocks in Fujian province experiencing notable gains [2][3] Notable Stocks - Stocks such as Jiarong Technology (+20.01%), Zhaobiao Co. (+20.00%), and Fujian Expressway (+10.10%) were among the top gainers [5][6] - The aerospace sector was active, with Aerospace Development achieving 9 limit-up days in 13 trading sessions [5][6] Capital Flow - Main capital inflows were observed in the consumer electronics, shipbuilding, and automotive sectors, while outflows were noted in the computer, securities, and non-ferrous metals sectors [9] - Specific stocks like Industrial Fulian, New Yi Sheng, and Shenghong Technology saw net inflows of 1.114 billion yuan, 1.077 billion yuan, and 993 million yuan respectively [9] Institutional Insights - Huaxi Securities anticipates that the A-share market will enter a critical policy observation window in December, potentially increasing market risk appetite and setting the stage for a year-end rally [10] - CICC suggests that the current valuation of the A-share market is relatively reasonable, supported by the AI technology revolution and energy transition, which are expected to enhance corporate performance [10] - According to GF Securities, December to January is historically a prime time for positioning in the year-end market, particularly for sectors with positive earnings forecasts [10]

图片来 源：豆包 智通财经记者 | 宋佳楠 图 中兴官网显示，努比亚M153暂时只提供白色16GB+512GB版。该机采用6.78英寸LTPO屏，搭配高通骁 龙8至尊版移动平台。中兴还在显著位置提示，该机"仅面向需要体验豆包手机助手的行业人士，不承诺 12月2日，智通财经注意到，作为首款搭载豆包手机助手的手机产品，努比亚M153目前已在中兴商城售 罄，二手平台则溢价300元到3500元不等。 豆包手机助手是以豆包APP为基础，与手机厂商在操作系统层面合作开发的AI助手软件。昨日，字节跳 动旗下豆包团队发布豆包手机助手技术预览版，而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。该机型主要面向开发者和科技爱好者，售价3499元。 片来源：中兴商城 成熟产品的功能完善度（比如影像功能完善度与市场主流旗舰机可能存在差距等），普通消费者请务必 谨慎选择"。 此外，努比亚M153的软件，将在发售起至2026年第一季度末保持每两周左右（除节假日）一次的更新 频率，此后的更新频率将另行告知。 在二手平台，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3 ...

智通财经记者 | 宋佳楠 12月2日，智通财经注意到，作为首款搭载豆包手机助手的手机产品，努比亚M153目前已在中兴商城售罄，二手平台则溢价300元到3500元不等。 豆包手机助手是以豆包APP为基础，与手机厂商在操作系统层面合作开发的AI助手软件。昨日，字节跳动旗下豆包团队发布豆包手机助手技术预览版，而搭 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。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 中兴官网显示，努比亚M153暂时只提供白色16GB+512GB版。该机采用6.78英寸LTPO屏，搭配高通骁龙8至尊版移动平台。中兴还在显著位置提示，该 机"仅面向需要体验豆包手机助手的行业人士，不承诺成熟产品的功能完善度（比如影像功能完善度与市场主流旗舰机可能存在差距等），普通消费者请务 必谨慎选择"。 此外，努比亚M153的软件，将在发售起至2026年第一季度末保持每两周左右（除节假日）一次的更新频率，此后的更新频率将另行告知。 随着豆包AI手机的推出，AI手机概念股也在资本市场受到热捧。12月1日当天，中兴通讯以涨停收盘，成交金额高达146.66亿元。而在12月2日， ...

12月2日，沪深两市成交额合计1.59万亿元，较上一交易日缩量约2805.08亿元。其中，沪市成交额 6274.41亿元，深市成交额9659.9亿元。中兴通讯成交额居首，为202.72亿元。其后是中际旭创、新易 盛、工业富联、立讯精密，成交额分别为147.74亿元、136.69亿元、127.96亿元、109.2亿元。 ...

每经AI快讯，12月2日，中兴通讯A股成交额超200亿元，现跌2.2%。 （文章来源：每日经济新闻） ...

中兴通讯A股成交额超200亿元，现跌2.2%。 ...

每经AI快讯，中兴通讯(00763.HK)回吐逾7%，昨日大涨近14%，截至发稿跌7.04%，报33.28港元，成交 额21.8亿港元。 ...