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].

格隆汇12月4日丨芯瑞达(002983.SZ)在投资者互动平台表示，目前公司未有产品销售或服务于中兴通 讯。 ...

Core Insights - The "Doubao Assistant" engineering prototype, developed by ByteDance and ZTE, sold out within a day of its release, indicating strong market demand for AI-integrated smartphones [1][6] - The device is not a mass-market product but an engineering sample aimed at developers and tech enthusiasts, featuring high-end specifications and a unique AI assistant [1][2] - The smartphone market in China is highly concentrated, with major players like Vivo and Huawei holding significant market shares [3][5] Group 1: Product Overview - The "Doubao Assistant" is priced at 3499 yuan and features flagship specifications, including a 6.78-inch screen and Qualcomm Snapdragon 8 Gen 2 platform, making it attractive to developers [1][2] - The AI assistant can perform tasks across applications, breaking down data barriers and enhancing user experience [2][6] Group 2: Market Dynamics - The Chinese smartphone market is dominated by a few key players, with Vivo holding a 17.2% market share and Huawei over 16% in 2024 [3] - The top five manufacturers (Vivo, Huawei, Honor, OPPO, Xiaomi) account for approximately 80.8% of the market share, indicating high market concentration [5] Group 3: Industry Implications - The success of the "Doubao Assistant" prototype highlights the potential for system-level AI integration in smartphones, which could reshape the industry [6][7] - Traditional smartphone manufacturers may need to adapt to this new model of AI-defined hardware, which could disrupt existing brand-user relationships [6][7]

Core Viewpoint - ByteDance's Doubao phone project is primarily led by its own team for product definition and user experience, while Nubia, a subsidiary of ZTE, is responsible for hardware engineering and technical development [1] Group 1 - The Doubao phone assistant is essentially considered a product developed by ByteDance, despite claims of collaboration due to external pressures [1] - The engineering prototype of the Doubao phone assistant is primarily driven by ByteDance, focusing on AI capabilities [1] - Nubia's role is specifically in the hardware engineering and technical research aspects of the project [1]

每经AI快讯，有投资者在投资者互动平台提问：请问中兴通讯是不是公司的客户？ 芯瑞达（002983.SZ）12月4日在投资者互动平台表示，目前公司未有产品销售或服务于中兴通讯。 （文章来源：每日经济新闻） ...

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