行业资金流向方面，今日有11个行业主力资金净流入，电子行业主力资金净流入规模居首，该行业今日 上涨1.58%，全天净流入资金72.21亿元，其次是通信行业，日涨幅为2.81%，净流入资金为55.59亿元。 12月1日，沪指上涨0.65%，深成指上涨1.25%，创业板指上涨1.31%，沪深300指数上涨1.10%。可交易 A股中，上涨的有3398只，占比62.56%，下跌的1872只。 资金面上，今日主力资金全天净流入7.75亿元。其中，创业板主力资金净流出44.29亿元；科创板主力资 金净流入5.45亿元；沪深300成份股主力资金净流入85.38亿元。 分行业来看，申万所属的一级行业中，今日上涨的有28个，涨幅居前的行业为有色金属、通信，涨幅为 2.85%、2.81%。跌幅居前的行业为农林牧渔、环保、房地产，跌幅为0.43%、0.23%、0.06%。 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 电子 | 1.58 | 72.21 | 综合 | 0.71 | -1.21 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300638 | 广和通 | 32.38 | 20.01% | 145.74万 | 45.28亿 | | 600734 | 实达集团 | 5.59 | 10.04% | 638.56万 | 33.47亿 | | 603803 | 瑞斯康达 | 11.43 | 10.01% | 54.24万 | 6.04亿 | | 002792 | 通宇通讯 | 26.16 | 10.01% | - 3.09万 | 8074.41万 | | 000063 | 中兴通讯 | 46.30 | 10.00% | 327.26万 | 146.66亿 | | 002881 | 美格智能 | 45.87 | 10.00% | 12.59万 | 5.61亿 | | 920374 | 云里物里 | 25.90 | 7.47% | 2.29万 | 5869.62万 | | 300555 | ST路通 | 13.63 | 7.15% | 8.08万 | 1.08亿 | | 920249 ...

Core Insights - The article discusses the emergence of Doubao mobile assistant as a significant player in the AI assistant market, likening it to a "personal butler" that enhances user experience through advanced AI capabilities [2][5][30] - Doubao's collaboration with manufacturers like ZTE and Nubia allows it to rapidly deploy AI technology across various industries, significantly accelerating the adoption of edge AI [5][6] - The article highlights the explosive growth of Doubao, with daily usage reaching 30 trillion calls by September 2025, an 80% increase in six months, and a monthly active user base of 157 million, making it the largest mobile AI assistant in China [6][12] Industry Trends - The article identifies three key factors driving the explosion of edge AI: the breaking of technical barriers, advancements in hardware capabilities, and increasing user demand for local data processing to protect privacy [12][15] - The edge AI market in China is projected to exceed 250 billion yuan by 2025 and reach 1.2 trillion yuan by 2030, with a compound annual growth rate of over 30% [15][16] Investment Opportunities - The article outlines three core segments within the edge AI industry that present investment opportunities: 1. Upstream core hardware, particularly AI chips that balance high performance and low power consumption [17] 2. Midstream terminals and modules, where manufacturers partnering with Doubao can capitalize on early market entry [21] 3. Downstream application scenarios, where the value of edge AI is realized through practical implementations in smartphones and other devices [23][24] Market Reactions - Following the release of Doubao AI mobile assistant, there was a notable surge in stock prices of related companies, indicating strong market optimism regarding the commercialization of edge AI [27][28]

截至12月1日收盘，AI手机概念上涨3.39%，位居概念板块涨幅第2，板块内，20股上涨，福蓉科技、中 兴通讯、鹏鼎控股等涨停，传音控股、格林精密、领益智造等涨幅居前，分别上涨9.41%、6.57%、 4.17%。跌幅居前的有铂力特、长盈精密、力芯微等，分别下跌3.21%、2.24%、2.09%。 今日涨跌幅居前的概念板块 AI手机概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000063 | 中兴通 讯 | 10.00 | 8.13 | 438746.05 | 29.92 | | 002938 | 鹏鼎控 股 | 9.99 | 2.77 | 73391.37 | 23.80 | | 688525 | 佰维存 储 | 2.89 | 10.39 | 44631.53 | 11.01 | | 002600 | 领益智 造 | 4.17 | 3.19 | 34367.43 | 10.44 | | 000829 ...

兴业证券认为，在前期海外扰动缓和、全球流动性宽松预期升温、风险偏好提振下，当前跨年行情已经 具备良好基础。经历前期的震荡、消化后，随着年末会议对明年经济和产业发展作出更加明确的部署和 定调，有望进一步凝聚市场共识、指引主线方向。 （文章来源：21世纪经济报道） 12月1日，A股三大指数集体上涨，沪指重返3900点。板块层面，消费电子方向集体爆发，豪声电子 30CM涨停，中兴通讯、美格智能、朝阳科技、惠威科技等20余股涨停，天键股份、易天股份、则成电 子等涨超10%。 消息面上，理想汽车日前在官微宣布，将于12月3日19:30举行理想AI眼镜Livis发布会。在此前的11月27 日，阿里旗下夸克AI眼镜发布，接入阿里千问。此外，今日上午，中兴通讯官方微信公众号发文称， 目前，搭载豆包手机助手技术预览版的工程样机努比亚M153少量发售，供开发者和感兴趣的朋友体验 豆包手机助手。 ...

截至12月1日收盘，智能穿戴概念上涨2.56%，位居概念板块涨幅第8，板块内，182股上涨，贝隆精密 20%涨停，光启技术、博通集成、中兴通讯等涨停，天键股份、传音控股、龙旗科技等涨幅居前，分别 上涨19.91%、9.41%、9.22%。跌幅居前的有天迈科技、新相微、松井股份等，分别下跌4.77%、 4.21%、4.07%。 智能穿戴概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000063 | 中兴通 讯 | 10.00 | 8.13 | 438746.05 | 29.92 | | 002938 | 鹏鼎控 股 | 9.99 | 2.77 | 73391.37 | 23.80 | | 002625 | 光启技 术 | 10.01 | 3.75 | 59935.83 | 15.09 | | 688525 | 佰维存 储 | 2.89 | 10.39 | 44631.53 | 11.01 | | 0007 ...

截至12月1日收盘，AI眼镜概念上涨2.77%，位居概念板块涨幅第5，板块内，134股上涨，广和通、贝 隆精密、北京君正等20%涨停，博通集成、福蓉科技、中兴通讯等涨停，天键股份、则成电子、传音控 股等涨幅居前，分别上涨19.91%、12.42%、9.41%。跌幅居前的有国投智能、新相微、松井股份等，分 别下跌4.88%、4.21%、4.07%。 AI眼镜概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000063 | 中兴通 讯 | 10.00 | 8.13 | 438746.05 | 29.92 | | 300638 | 广和通 | 20.01 | 27.35 | 102648.49 | 22.67 | | 002938 | 鹏鼎控 股 | 9.99 | 2.77 | 73391.37 | 23.80 | | 300223 | 北京君 正 | 20.00 | 16.86 | 57495.97 | 9. ...

Market Performance - The Hang Seng Index closed at 26,033.26, up by 0.67%, recovering above the 26,000 mark [1][2] - The Hang Seng Technology Index increased by 0.82% [1][2] - Sectors such as non-ferrous metals, transportation, electrical equipment, and semiconductors showed significant gains, while sectors like environmental protection and pharmaceuticals experienced declines [2] Gold Stocks - Gold stocks performed strongly, with China Gold International rising over 11%, Zijin Mining and China Silver Group increasing by over 5%, and Lingbao Gold and Shandong Gold up by over 4% [3][4] - Specific stock performances include: - China Gold International: 165.500c, up 11.37% - China Silver Group: 0.750c, up 5.63% - Zijin Mining: 32.320c, up 5.28% - Lingbao Gold: 17.070c, up 4.21% - Shandong Gold: 35.980c, up 4.05% [4] Company Developments - ZTE Corporation saw a nearly 14% increase in its stock price [5] - ByteDance announced the release of a technical preview version of the Doubao Phone Assistant, developed in collaboration with mobile manufacturers, with ZTE being the only disclosed partner [5] - TATA Health resumed trading after more than 1.5 years, with an intraday increase exceeding 720%, closing up over 566% [6]

| 权益类证券大宗交易 (协议交易) | | | | | | | | 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | | 卖方营业洁 | | | | | (元) | (万股/万份) | (万元) | | | | | 2025-12-01 | 000063 | 中兴通讯 | 46.30 | 13.00 | | 601.90 光大证券股份有限 | 华安证券股份有限 A. F. Boom B. B. B. B. B. B. B. B. | | 12月1日，中兴通讯大宗交易成交13万股，成交额601.9万元，占当日总成交额的0.04%，成交价46.3 元，较市场收盘价46.3元持平。 ...

Market Overview - The pre-market performance of global markets was poor, with Bitcoin dropping below $88,000, down nearly 4%, and Ethereum falling over 5% to below $2,900 [1] - The KOSPI index in South Korea erased a 1.3% gain and turned negative, while the Nikkei 225 index fell 1% to 49,750.83 points, and Nasdaq futures also declined [1] - The decline was attributed to expectations of a rate hike by the Bank of Japan, with the central bank's governor indicating a hawkish stance [1] Company News - Huawei's AI toy "Smart Hanhai" sold out on its launch day at a price of 399 yuan, indicating strong consumer interest [3] - The Quark AI glasses, launched by Alibaba, have seen sales of 8,000 units, priced at 4,699 yuan, showcasing the demand for AI-integrated consumer electronics [3] - A surge in stock prices was observed in the AI and consumer electronics sectors, with companies like ZTE, Meige Intelligent, and Futong Technology hitting their daily price limits [3] Stock Performance - The Shanghai Composite Index rose by 0.65%, while the ChiNext Index increased by 1.31%, with total market turnover reaching 1.88 trillion yuan [10] - The offshore RMB exchange rate surpassed 7.07, with expectations that it could strengthen further if the Federal Reserve lowers interest rates [8] Industry Highlights - The film "Zootopia 2" achieved a single-day box office of over 700 million yuan, surpassing "Avengers: Endgame" to become the highest single-day box office for an imported film in China [11] - The AI and electronic sectors showed significant growth, with various indices reflecting strong performance in these areas [12]