中兴通讯港股短线拉升涨超10%。 ...

Core Insights - ByteDance's Doubao team released a technical preview version of the Doubao Phone Assistant on December 1, showcasing its capabilities in AI assistance for smartphones [1] Group 1: Product Overview - The Doubao Phone Assistant is built on the Doubao APP and collaborates with smartphone manufacturers at the operating system level [1] - The AI model demonstrates top-tier performance in reasoning, visual understanding, image creation, video generation, and voice capabilities, achieving industry-leading results in graphical interface operations [1] - The assistant can perform complex tasks on smartphones similarly to human users [1] Group 2: Market Strategy - Doubao has no plans to develop its own smartphones and is negotiating with multiple smartphone manufacturers to integrate the Doubao Phone Assistant into various brand models through "ecological cooperation" [1] - Further updates on these collaborations will be announced in the future [1] Group 3: Availability and Pricing - Currently, developers and tech enthusiasts can experience the technical preview version of the Doubao Phone Assistant on the Nubia M153, a prototype developed in collaboration with ZTE [1] - The preview version is available for a limited sale at a price of 3,499 yuan [1]

截至发稿，中兴通讯股价涨6.84%。 记者｜ 吕倩 编辑 ｜ 钉钉 12月1日，字节跳动向第一财经表示，豆包团队发布豆包手机助手技术预览版，是在豆包APP基础上与 手机厂商在操作系统层面合作的AI助手软件。 豆包目前正与多家手机厂商洽谈助手合作，并没有自己开发手机的计划。目前官方披露的手机合作厂商 只有中兴手机。 ...

Core Viewpoint - The A-share market is seeing active trading in Nubia smartphone concept stocks, driven by the release of the technical preview version of the Doubao mobile assistant on the Nubia M153 prototype [1] Group 1: Market Activity - Douming Optical reached a 10% daily limit increase, while ZTE and Tongxingda approached the limit, and other stocks like Lian De Equipment and Yunzhong Technology saw increases of over 8% and 9% respectively [1] - Furi Electronics also experienced a nearly 4% increase in stock price [1] Group 2: Product Launch - ZTE announced the limited release of the Nubia M153 prototype, which features the Doubao mobile assistant technology for developers and interested users to experience [1] - The Doubao mobile assistant is a collaboration between Doubao and smartphone manufacturers, functioning as an AI assistant at the operating system level [1] - The current phase allows developers and tech enthusiasts to test the technical preview version on the Nubia M153, developed in partnership with ZTE [1]

Group 1 - Nubia smartphone concept stocks in the A-share market remain active, with notable performances from companies such as Daoming Optics hitting the daily limit, ZTE and Tongxingda approaching the limit, Lian De Equipment rising over 8%, Yunzhong Technology increasing over 9%, and Furi Electronics up nearly 4% [1] - ZTE announced the limited release of the Nubia M153 engineering sample, which features the Doubao mobile assistant technology preview version, aimed at developers and interested users [1] - The Doubao mobile assistant, a collaboration between Doubao and smartphone manufacturers, is currently in the technical preview stage, allowing developers and tech enthusiasts to experience its capabilities on the Nubia M153 [1]

中兴通讯A股成交额超100亿元，现涨9.19%。 ...

每经AI快讯，12月1日，字节跳动表示，豆包团队发布豆包手机助手技术预览版，是在豆包App基础上 与手机厂商在操作系统层面合作的AI助手软件。豆包目前正与多家手机厂商洽谈助手合作，并没有自 己开发手机的计划。目前官方披露的手机合作厂商只有中兴手机。（第一财经） ...

每经AI快讯，中兴通讯(00763.HK)涨超7%，截至发稿，涨7.07%，报33.64港元，成交额7.65亿港元。 ...

Investment Rating - The report maintains a "Buy" rating for the communication industry and related companies [9][54]. Core Insights - The communication sector saw an 8.70% increase in the index last week, significantly outperforming the Shanghai Composite Index and Shenzhen Component Index, which rose by 1.40% and 3.56% respectively [2][13]. - Domestic computing power is expanding rapidly, with Alibaba's cloud revenue for FY2Q26 reaching 39.824 billion yuan, a year-on-year increase of 34%, exceeding Bloomberg's consensus forecast [3][14]. - The DeepSeek open-source model, DeepSeek-Math-V2, has shown significant improvements in mathematical reasoning capabilities, outperforming other models in various benchmarks [19][20]. - Beijing plans to establish a large-scale data center system in the 700-800 km dawn-dusk orbit, aiming to transfer substantial AI computing power to space [19][20]. Summary by Sections Domestic Computing Power - Alibaba's cloud revenue growth is driven by strong customer demand, with orders increasing faster than server deployment [3][14]. - The company may increase its previously announced investment of 380 billion yuan due to high demand [3][14]. - The DeepSeek-Math-V2 model has achieved near 99% accuracy in basic benchmarks, indicating a significant advancement in AI capabilities [19][20]. Space Computing Power - Beijing's initiative to build a data center in space aims to support large-scale AI computing [19][20]. - The project is structured in three phases, focusing on technological breakthroughs and cost reduction from 2025 to 2035 [19][20]. - The initiative is expected to create a new industry chain integrating reusable rockets, computing constellations, and data applications [19][20]. Recommended Companies - The report recommends several companies within the communication sector, including ZTE Corporation, Ruijie Networks, and Alibaba, highlighting their potential in the AI computing chain and core asset value reassessment [4][54][55]. - Specific target prices and investment ratings for these companies are provided, indicating a positive outlook for their performance [54][55].

Core Viewpoint - ByteDance has released a technical preview of the Doubao Phone Assistant, an AI assistant software developed in collaboration with smartphone manufacturers, based on the Doubao APP [1] Group 1: Product Development - The Doubao Phone Assistant is a software that operates at the operating system level in partnership with smartphone manufacturers [1] - Currently, Doubao is negotiating collaborations with multiple smartphone manufacturers and has no plans to develop its own phones [1] Group 2: Market Impact - The only officially disclosed smartphone partner so far is ZTE [1] - Following the announcement, ZTE Corporation's stock price increased by 6.84% [1]