人民财讯12月1日电，据中兴通讯（000063）消息，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。 ...

Group 1 - ZTE Corporation's stock increased by 5.3% to 44.32 CNY per share, with a trading volume of 4.469 billion CNY and a turnover rate of 2.57%, resulting in a total market capitalization of 212.006 billion CNY [1] - ZTE Corporation, established on November 11, 1997, and listed on November 18, 1997, is located in Shenzhen, Guangdong Province, and primarily engages in the sale of electronic and communication equipment components [1] - The revenue composition of ZTE Corporation is as follows: 49.00% from carrier networks, 26.91% from government and enterprise business, and 24.09% from consumer business [1] Group 2 - According to data, one fund under Puyin Ansheng holds ZTE Corporation as a top ten heavy stock, with the Puyin Ansheng Anhong Return One-Year Holding Mixed A Fund (015012) holding 11,400 shares, accounting for 0.55% of the fund's net value, ranking as the seventh largest heavy stock [2] - The Puyin Ansheng Anhong Return One-Year Holding Mixed A Fund was established on March 2, 2022, with a latest scale of 78.0173 million CNY, yielding a return of 4.45% this year, ranking 6803 out of 8199 in its category [2] - The fund has a one-year return of 5.49%, ranking 6788 out of 8131, and has incurred a loss of 1.6% since its inception [2] Group 3 - The fund managers of Puyin Ansheng Anhong Return One-Year Holding Mixed A Fund are Chu Yanhui and Zhao Nan, with Chu having a cumulative tenure of 11 years and 162 days, managing a total fund size of 634 million CNY, achieving a best fund return of 172.9% during his tenure [3] - Zhao Nan has a cumulative tenure of 4 years and 270 days, managing a total fund size of 13 million CNY, with a best fund return of 5.7% during his tenure [3]

（文章来源：第一财经） 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。截至发稿，中兴通讯（000063.SZ）股 价涨6.84%。 ...

Core Viewpoint - ZTE Corporation (000063)(00763) shares rose over 7%, currently at 33.64 HKD with a trading volume of 765 million HKD, driven by news of a collaboration with ByteDance on an AI smartphone set to launch in early December [1] Group 1: Collaboration Details - The AI smartphone is being developed with ByteDance leading the integration of the Doubao large model and defining AI interaction features, while ZTE focuses on hardware definition, product design, and manufacturing [1] - This smartphone is characterized as an "AI Native Phone," indicating a deeper integration and reconstruction at the hardware, software, and operating system levels compared to current mainstream AI smartphones [1] Group 2: Market Insights - Huachuang Securities previously noted that ZTE has accumulated substantial technical expertise in hardware design, research, and production, which positions the company well for this collaboration [1] - The application of AI technologies like the Doubao large model in smartphones could significantly expand the boundaries of AI model applications, potentially leading to increased market value for ZTE and its partners [1]

Core Viewpoint - ZTE Corporation's stock has risen over 7%, attributed to the upcoming release of an AI phone developed in collaboration with ByteDance, set for early December [1] Group 1: Company Developments - ZTE's stock increased by 7.07%, reaching HKD 33.64, with a trading volume of HKD 765 million [1] - The AI phone, termed "AI Native Phone," will feature deep integration of hardware, software, and operating system layers, resulting from collaboration between ZTE and ByteDance [1] Group 2: Industry Insights - The collaboration aims to leverage ZTE's extensive technical foundation in hardware design, research, and production, alongside ByteDance's AI capabilities [1] - The application of AI technologies, such as the Doubao model, is expected to expand the boundaries of AI model applications in mobile devices, enhancing their usability across various scenarios [1]

Core Insights - ByteDance and ZTE are collaborating to launch the Doubao AI phone in December, marking ByteDance's first foray into the smartphone market, which is seen as a revolutionary AI smart entry rather than a simple smartphone upgrade [1] - The Doubao phone is expected to create significant growth opportunities in the consumer electronics sector, akin to the "Seres" model in the automotive industry [1] Group 1: Product and Technology - ByteDance is implementing a "big model + super application + hardware" closed-loop strategy, leveraging its self-developed large model capabilities, its own super app ecosystem, and a vast global user base [2] - The Doubao phone will feature deep AI integration, allowing it to perform complex tasks through voice commands, such as booking flights and organizing meeting notes, thus acting as a personal intelligent assistant [2][3] - The device aims to create a seamless ecosystem across various devices, breaking down barriers between smartphones, wearables, tablets, and smart home devices [2] Group 2: Market Impact and Partnerships - ZTE is positioned to benefit significantly from this collaboration, potentially revitalizing its smartphone brand by integrating ByteDance's AI ambitions into the Doubao phone [4] - Kexiang Co., Ltd. is also a major beneficiary, deeply integrated into ByteDance's ecosystem through its supply chain partnerships with ZTE and other key players [5] - Kexiang is positioned to meet the increasing demand for high-density, high-frequency, and lightweight PCB solutions driven by the AI phone's requirements [7]

上周品牌工程指数多只成分股表现强势。具体来说，兆易创新上涨11.23%，排在涨幅榜首位；中际旭 创上涨10.88%，居次席；北方华创、中兴通讯涨逾10%；阳光电源、安集科技涨逾8%；丸美生物和安 琪酵母分别上涨7.89%和5.40%；我武生物、迈瑞医疗、国瓷材料、恒瑞医药、澜起科技涨逾4%；广联 达、紫光股份、恒生电子、豪威集团、以岭药业、长电科技涨逾3%；老板电器、信立泰、泰格医药、 华谊集团、盾安环境等多只成分股涨逾2%。 □本报记者 王宇露 上周市场反弹，中证新华社民族品牌工程指数上涨2.08%，报1978.41点。兆易创新、中际旭创、北方华 创等成分股上周表现强势；下半年以来，中际旭创、阳光电源、兆易创新等成分股涨幅居前。 展望后市，机构认为，短期不确定性因素减少，下行风险释放较为充分，后续股市可能表现为震荡修 复。从中长期视角看，此轮大行情的基础并未发生改变。 多只成分股表现强势 上周市场反弹，上证指数上涨1.40%，深证成指上涨3.56%，创业板指上涨4.54%，沪深300指数上涨 1.64%，品牌工程指数上涨2.08%，报1978.41点。 从中长期视角看，星石投资认为，此轮大行情的基础并未发生 ...

Core Insights - The mobile industry is entering a new chapter with the upcoming release of an AI-native phone developed by ByteDance and ZTE, set to launch in early December [1][2] - This phone features a high-permission AI agent that integrates deeply with hardware, software, and the operating system, offering a significantly enhanced user experience compared to current AI smartphones [1][4] - The first generation of this AI phone has a production volume of approximately 30,000 units, with a second generation already in the planning stages for release in the first half of next year [1][2] Group 1: Industry Dynamics - The AI phone is positioned as a key player in the evolving landscape of mobile technology, with 2024 being regarded as the "year of AI phones" and expectations for killer AI applications by 2026 [4][5] - The competitive landscape for AI phones is emerging in three tiers: pioneers (Honor, OPPO, Huawei), ecosystem collaborators (Xiaomi, Vivo), and cross-industry entrants (ByteDance, ZTE Nubia) [4][5] - ByteDance's entry into the mobile market introduces new variables, leveraging its strengths in recommendation algorithms and natural language processing to potentially redefine user interaction from "clicking icons" to "intent recognition" [5][6] Group 2: Strategic Partnerships - ByteDance's collaboration with ZTE Nubia allows for a comprehensive approach to hardware design and manufacturing, addressing ByteDance's previous shortcomings in hardware implementation [2][3] - The AI phone project is part of ByteDance's broader strategy to explore new user interface interactions and enhance its AI hardware capabilities, with the Ocean team responsible for multiple AI device developments [2][3] - ZTE has the opportunity to reshape its hardware and software capabilities through this partnership, potentially positioning itself among the top-tier brands in the AI era [5][7] Group 3: Future Outlook - The AI-native phone represents a culmination of ByteDance's efforts to establish a full-stack AI ecosystem, integrating computing power, model capabilities, applications, and hardware [3][6] - The collaboration signifies a shift in strategy for ByteDance, moving from merely being an app developer to a player in the hardware space, aiming to control the entry points of AI technology [6][7] - Both ByteDance and ZTE face challenges in the early stages of AI phone development, but they also share significant opportunities for growth and innovation in the market [7]

Market Overview - On November 28, the Shanghai Composite Index rose by 0.34%, the Shenzhen Component Index increased by 0.85%, the ChiNext Index went up by 0.70%, and the CSI 300 Index gained 0.25% [1] - Among the tradable A-shares, 4,122 stocks increased, accounting for 75.87%, while 1,193 stocks declined [1] Capital Flow - The main capital saw a net inflow of 10.84 billion yuan throughout the day [1] - The ChiNext had a net inflow of 467 million yuan, and the Sci-Tech Innovation Board saw a net inflow of 320 million yuan, while the CSI 300 component stocks experienced a net outflow of 1.38 billion yuan [1] Industry Performance - Out of the 29 first-level industries classified by Shenwan, the top-performing sectors were Steel and Agriculture, Forestry, Animal Husbandry, and Fishery, both with a rise of 1.59% [1] - The sectors with the largest declines were Banking and Coal, with decreases of 0.83% and 0.14%, respectively [1] Industry Capital Flow - A total of 19 industries experienced net inflows, with the Electronics sector leading at a net inflow of 3.423 billion yuan and a daily increase of 1.30% [1] - The Non-ferrous Metals sector followed with a daily increase of 1.44% and a net inflow of 3.051 billion yuan [1] - Conversely, 12 industries saw net outflows, with the Pharmaceutical and Biological sector leading at a net outflow of 2.334 billion yuan despite a slight increase of 0.14% [1] - The Communication sector had a net outflow of 1.311 billion yuan with a daily increase of 0.12% [1] Individual Stock Performance - A total of 2,360 stocks had net inflows, with 786 stocks seeing inflows exceeding 10 million yuan, and 115 stocks with inflows over 100 million yuan [2] - The stock with the highest net inflow was Aerospace Development, which rose by 10.02% with a net inflow of 1.073 billion yuan [2] - Other notable inflows included Shannon Chip Creation and Duofu Duo, with net inflows of 902 million yuan and 778 million yuan, respectively [2] - Conversely, 67 stocks experienced net outflows exceeding 100 million yuan, with the highest outflows from Zhongji Xuchuang, ZTE Corporation, and Zhongsheng Pharmaceutical, with outflows of 797 million yuan, 695 million yuan, and 684 million yuan, respectively [2]

Core Points - The One Belt One Road Index (399991) closed at 2752.77 points, up 0.71%, with a trading volume of 98.274 billion yuan and a turnover rate of 0.58% [1] - Among the index constituents, 66 stocks rose, with Jerry Holdings leading at a 10.0% increase, while 19 stocks fell, with Zhongji Xuchuang leading the decline at 1.81% [1] Index Constituents Summary - The top ten constituents of the One Belt One Road Index include: - Zhongji Xuchuang (4.03% weight) at 514.50 yuan, down 1.81% [1] - Yingmei Holdings (3.30% weight) at 28.58 yuan, down 0.07% [1] - Luoyang Jiyie (3.20% weight) at 16.23 yuan, up 1.76% [1] - China Petroleum (3.15% weight) at 9.75 yuan, down 1.02% [1] - TBEA (3.08% weight) at 21.80 yuan, up 1.96% [1] - Xinyi Sheng (3.08% weight) at 347.80 yuan, up 2.05% [1] - ZTE Corporation (2.88% weight) at 42.09 yuan, down 0.50% [1] - SANY Heavy Industry (2.73% weight) at 20.32 yuan, up 0.94% [1] - China Xiongzhu (2.70% weight) at 5.20 yuan, down 0.76% [1] - Wanhua Chemical (2.69% weight) at 67.12 yuan, up 1.85% [1] Capital Flow Analysis - The One Belt One Road Index constituents experienced a net outflow of 173 million yuan from main funds, while retail investors saw a net inflow of 135 million yuan [3] - Notable capital flows include: - Xinyi Sheng with a net inflow of 63.2 million yuan from main funds [3] - Tanfeng Communication with a net inflow of 42.5 million yuan from main funds [3] - Zijin Mining with a net inflow of 15.1 million yuan from main funds [3] - Luoyang Jiyie with a net inflow of 13 million yuan from main funds [3] - China Shipbuilding with a net inflow of 129 million yuan from main funds [3]