IT之家 12 月 4 日消息，据蓝鲸新闻今日报道，豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。据最新了解， 伴随官方宣告售罄，豆包手机第一代产品或将不会再继续批量生产。 一名供应链人士证实，"字节跳动此次确实是试水市场，手机备货量不多，首批产品约 3 万台的备货。"同时，"此轮售罄后项目方并未追加物料投入。"这也 意味着短期内市场流通量将保持固定。 尽管未扩大首批规模，但项目并未止步。一位接近中兴通讯的人士向记者透露，"该项目内部高度保密，中兴通讯在合作中处于乙方角色，大家对这个项目 非常谨慎。"上述供应链人士进一步透露，"字节跳动与中兴通讯第二代产品已启动研发，在未出现其他变量因素情况下，预计于 2026 年底出货。" 豆包手机助手支持 AI 操作手机功能。据介绍，该功能可根据用户指令在多款应用间自动跳转，帮助用户完 成类似查票订票、商品下单、批量下载文件、多软件物流进度一键查询等任务。 IT之家 12 月 4 日消息，据蓝鲸新闻今日报道，豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。据最新了解， 伴随官方宣告售罄，豆包手机第一代产 ...

资料图。本文来源 ：每日经济新闻 "豆包助手"手机，最高挂9999元转卖！上线三天， 有用户微信被强制下线？豆包、微信双方回应了 12月1日，字节跳动豆包团队发布豆包手机助手技术预览版。据介绍，豆包手机助手是公司在豆 包App的基础上和手机厂商在操作系统层面合作的AI助手软件。 中兴商城此前上线搭载豆包手 机助手技术预览版的工程样机努比亚M153，目前已经售磬。 不过，12月3日， 多位网友在社交平台上表示，有用户在努比亚M153上使用豆包手机助手操作 任务时，操作到微信会导致微信异常退出甚至无法登陆。 据第一财经12月3日报道，一位刚拿到豆包与中兴合作的nubia M153工程机的用户，向记者表 示，测试过程中出现无法登录微信的情况，微信页面显示"你的微信登录环境存在异常。为了账 号安全，请更换设备重新登录。"该用户更换微信账号重新尝试登录后成功，但在传导聊天记录 过程中，再次出现被动下线的情况。 除了无法直接登录微信，在豆包手机助手操作任务过程中，如果有涉及微信功能的环节，目前 也已无法正常使用。该用户提供的页面显示，如果向豆包发布给微信好友发送信息的任务，豆 包会提示"任务失败"，并表示"豆包操作手机属 ...

（原标题：AI手机遭"抵抗"，便利和安全起冲突了？） 21世纪经济报道记者孔海丽 北京报道 科技圈大事件，"AI手机"火了，安全性问题也吵翻了。 字节冲锋，腾讯、阿里、网银开团。 简单说，中兴通讯旗下的努比亚手机，里头装了"豆包手机助手"，它能直接替我们操作其他APP，替用 户回微信、代刷淘宝。 AI手机一面世就售罄，二手市场加价疯抢。 并且，有技术人员透露，努比亚手机用自己的系统私钥签名，把豆包手机助手设置成了操作系统的一部 分，单独开设了属于上帝之手级别的操作系统高危权限，让AI体验更丝滑。 不过，这个权限一旦交出，就等于把手机控制权，交给了这个"数字替身"。 12月3日，豆包手机助手回应了"侵犯隐私"问题，称豆包手机助手确实获得了系统级权限，但是，都需 要用户主动授权才能进行操作，支付、身份验证登敏感操作需要人工接管，不会在云端存储用户屏幕内 容并用于大模型训练。并且特意强调，这款AI手机不面向普通消费者。 抖音集团副总裁李亮也在微博强调，只要是用户许可就不存在侵犯隐私的行为。 一款探索性产品，遇到市场这么大的反应，有人说是大厂之间的生态壁垒，是商战。实际上，面对AI 新物种，大厂和公众都是既兴奋，又恐 ...

Core Viewpoint - The "Doubao Phone" has quickly sold out its initial stock of 30,000 units, indicating strong market demand despite the official acknowledgment of incomplete software functionality [1][12][14]. Group 1: Product Launch and Market Response - The Doubao Phone, featuring the Doubao Assistant technology, was launched in collaboration with ZTE, with the first product priced at 3,499 yuan [11][12]. - The initial batch sold out rapidly, with reports of reselling at a premium, with prices increasing by 1,500 yuan or even doubling in some cases [2]. - The product is positioned as a limited edition, with no plans for additional material procurement after the initial stock [17]. Group 2: Features and Capabilities - The Doubao Assistant is designed as a system-level AI assistant, allowing users to interact through various methods, including voice commands and a dedicated AI button [20][21]. - Users can perform tasks such as obtaining information about images, conducting price comparisons across shopping apps, and managing daily tasks like setting alarms and summarizing calls [23][50]. - The assistant has memory capabilities, allowing it to retain and recall user preferences and past interactions, enhancing its utility over time [51][56]. Group 3: Technical Aspects and Privacy Concerns - The Doubao Assistant requires user authorization to access certain system-level permissions, which are necessary for its operation [64][66]. - The official response to privacy concerns emphasizes that no user screen content is stored on the cloud, and all operations are conducted locally without retaining data for model training [66][67]. - The collaboration between Doubao and ZTE is clarified, with Doubao leading the product definition while ZTE focuses on hardware engineering [69].

据香港交易所披露，瑞银集团（UBS）对中兴通讯股份有限公司 - H股的多头持仓比例于2025年11月28 日从7.91%增至8.13%。 ...

转自：贝壳财经 【#豆包手机第一代或将不再批量生产#】#豆包手机第二代已启动研发# 一名供应链人士向蓝鲸科技记者证实，"字节跳动此次确实是试水市场，手机备货量不多，首批产品约3 万台的备货。"同时，"此轮售罄后项目方并未追加物料投入。"这也意味着短期内市场流通量将保持固 定。 尽管未扩大首批规模，但项目并未止步。一位接近中兴通讯的人士向蓝鲸科技记者透露，"该项目内部 高度保密，中兴通讯在合作中处于乙方角色，大家对这个项目非常谨慎。"上述供应链人士进一步透 露，"字节跳动与中兴通讯第二代产品已启动研发，在未出现其他变量因素情况下，预计于2026年底出 货。"@蓝鲸新闻 豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。而最新， 据蓝鲸科技记者独家了解，伴随官方宣告售罄，作为豆包手机第一代产品或将不会再继续批量生产。 ...

Group 1 - The main point of the article highlights that on December 3rd, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 452.5 billion yuan, with the ChiNext board seeing a net outflow of 211.17 billion yuan and the CSI 300 index stocks a net outflow of 103.53 billion yuan [1] - Among the 25 declining industries, the media and computer sectors both fell over 2%, while real estate, retail, comprehensive, and defense industries also saw declines exceeding 1% [1] - Only two industries received net inflows from main funds, with the non-ferrous metals industry leading at 2.99 billion yuan, followed by the coal industry with over 45 million yuan [1] Group 2 - The stock N China Uranium saw a net inflow of 3.671 billion yuan, marking a significant increase of over 280% on its first trading day [2][3] - Tianfu Communication ranked second with a net inflow of 1.369 billion yuan, with its stock price rising over 7% [2][3] - BOE Technology Group had a net inflow of 1.084 billion yuan, the highest since June 15, 2022, driven by anticipated high operating rates and stable product prices [2] Group 3 - ZTE Corporation led the net outflow with 2.148 billion yuan, continuing a trend of outflows for two consecutive days [4][5] - Pingtan Development experienced a significant drop of 9.91%, with a net outflow of 1.825 billion yuan [4][5] - The semiconductor sector, represented by companies like Saiwei Electronics, saw a decline of over 19%, with a net outflow of 1.145 billion yuan [4][5] Group 4 - In the tail end of trading, the main funds saw a net outflow of 37.35 billion yuan, with the ChiNext board experiencing a net outflow of 14.66 billion yuan [6] - N China Uranium led the tail end net inflow with 274.15 million yuan, followed by Aerospace Development with 239.11 million yuan [6][7] - ZTE Corporation and Zhongji Xuchuang had significant tail end outflows of 2.23 billion yuan and 1.87 billion yuan, respectively [8][9]

Core Viewpoint - ZTE Corporation's stock has declined nearly 1% after the initial excitement surrounding the launch of its "Doubao Assistant" smartphone, which sold out quickly and saw a price premium on second-hand platforms [1][4]. Group 1: Product Launch and Market Reaction - ZTE announced the limited release of the nubia M153 smartphone featuring the "Doubao Assistant" technology, priced at 3499 yuan, which led to a stock price surge and rapid sell-out [1][4]. - The "Doubao Assistant" is designed to enhance user interaction with smartphones by enabling multi-modal question answering and automatic price comparison across e-commerce platforms [1][4]. Group 2: Technology Comparison - The "Doubao Assistant" differs from traditional voice assistants by integrating deeply with the system, allowing for cross-application automation, akin to a "self-driving" mode for smartphones [4][5]. - Other major manufacturers like Honor and Vivo have also been exploring similar AI capabilities, indicating a competitive landscape in the smartphone AI assistant market [4][5]. Group 3: Privacy and Security Concerns - There are concerns regarding user data security and privacy, as the "Doubao Assistant" requires extensive permissions to function effectively, including reading user screens and accessing personal data [7][8]. - Doubao has stated that the assistant does not store user data on the cloud and requires user consent to access sensitive information, aiming to alleviate privacy concerns [8][10]. Group 4: Industry Dynamics and Challenges - The competition among smartphone manufacturers, AI model developers, and traditional app providers is intensifying, with a focus on controlling data access and user interactions [11][13]. - The current state of the "Doubao Assistant" is described as a "technical preview," indicating that it is still in the exploratory phase and not yet ready for mainstream consumer use [13][14].

以下文章来源于蓝鲸科技 ，作者蓝鲸科技 翟智超 蓝鲸科技 . 上海报业集团主管主办。蓝鲸新闻科技频道官方账号。 关注互联网行业报道，以及科技热点新闻事件。 豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。而最新，据蓝鲸科技记者独家了解， 伴随官 方宣告售罄，作为豆包手机第一代产品或将不会再继续批量生产。 上述供应链人士进一步透露， " 字节跳动与中兴通讯第二代产品已启动研发，在未出现其他变量因素情况下，预计于2026年底出货。 " 有手机行业人士向蓝鲸科技记者表示， " 对于瞄准2026年底推出第二代产品的字节与中兴而言，当前市场环境下，意味着它们将步入一个 竞争更趋白热化且消费者对价格更为敏感的复杂战场。 " 根据市场研究机构IDC预测，由于内存芯片等核心元器件成本持续高企，2026年全球智能手机出货量可能同比下滑0.9%，而平均售价则被 推高，整体市场将呈现"量缩价涨"的态势。 此外，据了解该项目的人士向蓝鲸科技记者透露，" 字节跳动目前的策略是先不直接涉足供应链，而是通过与厂商合作验证模式。选择手机 作为载体，正是基于其作为关键AI入口的战略判断。 " 字节跳动CEO梁 ...

Core Viewpoint - ZTE Corporation's stock price has declined nearly 1% after the initial market excitement surrounding the launch of its "Doubao Assistant" smartphone, which sold out quickly and even saw a price premium on second-hand platforms [1][4]. Group 1: Product Launch and Market Reaction - ZTE announced the limited release of the nubia M153 smartphone featuring the "Doubao Assistant" technology, priced at 3499 yuan, which led to a stock price surge and rapid sell-out [1][4]. - The "Doubao Assistant" is designed to enhance user interaction with smartphones by enabling multi-modal question answering and automatic price comparison across e-commerce platforms [1][4]. Group 2: Technology and Functionality - The "Doubao Assistant" differs from traditional voice assistants by integrating deeply with the system, allowing for cross-application automation, akin to "autonomous driving" for smartphones [4][5]. - Other major manufacturers, such as Honor and Vivo, are also exploring similar AI capabilities, indicating a competitive landscape in the AI assistant market [4][5]. Group 3: Privacy and Security Concerns - There are concerns regarding user data security and privacy, as the "Doubao Assistant" requires extensive permissions to function effectively, including reading user screens and accessing sensitive information [7][8]. - Doubao has stated that the assistant does not store user screen content in the cloud and requires user consent to access sensitive permissions, aiming to alleviate privacy concerns [8][10]. Group 4: Industry Challenges and Future Prospects - The integration of AI assistants into smartphones faces challenges, including the need for cooperation with third-party applications and the establishment of security standards [10][11]. - The current state of the "Doubao Assistant" is described as a "technical preview," indicating that it is still in the exploratory phase and not yet ready for mainstream consumer use [13][14].