据第一财经，近日有传言称"字节跳动因网络安全、数据安全及竞争问题被监管机构约谈"，对此，知情人士回应称消息不实。 12月16日，根据中兴商城官网显示，豆包手机助手及合作机型nubiaM153目前已重启F码候补申请通道，正式恢复产品购买资格。 值得注意的是，自12月2日晚间起，多位持有"豆包手机"的用户向媒体反馈，使用该手机登录微信后，微信账号出现异常退出的状况。还有网传信息称， 豆包手机助手可以直接查询银行卡余额，并跳过认证读取用户信息。 据悉，此次开放的为F码排队候补申请，仅有少量名额且无扩大生产计划，将优先面向此前未购买到该机型的爱好者。 此前已购买产品、已申领F码未下单、取消订单或办理退货的用户不可重复申领，且候补申请不承诺必然获得F码，后续将根据问卷填写情况筛选发放。 豆包手机助手于12月1日上线。官方介绍其与中兴通讯合作，以努比亚M153机型为载体推出，属于定制的技术展示"工程机"。 其核心卖点在于对日常App的自动化操作，包括点外卖、订机票、比价购物。甚至在媒体测评中，AI还可以代替回复微信消息、操作小程序游戏。 图源：中兴商城官网 由于这是目前唯一一款将豆包嵌入底层操作系统的手机，可实现与系统的 ...

图源：中兴商城官网 每经编辑｜许绍航 据第一财经，近日有传言称"字节跳动因网络安全、数据安全及竞争问题被监管机构约谈"，对此，知情人士回应称消息不实。 12月16日，根据中兴商城官网显示，豆包手机助手及合作机型nubiaM153目前已重启F码候补申请通道，正式恢复产品购买资格。 据悉，此次开放的为F码排队候补申请，仅有少量名额且无扩大生产计划，将优先面向此前未购买到该机型的爱好者。 此前已购买产品、已申领F码未下单、取消订单或办理退货的用户不可重复申领，且候补申请不承诺必然获得F码，后续将根据问卷填写情况筛选发放。 豆包手机助手于12月1日上线。官方介绍其与中兴通讯合作，以努比亚M153机型为载体推出，属于定制的技术展示"工程机"。 其核心卖点在于对日常App的自动化操作，包括点外卖、订机票、比价购物。甚至在媒体测评中，AI还可以代替回复微信消息、操作小程序游戏。 由于这是目前唯一一款将豆包嵌入底层操作系统的手机，可实现与系统的深度交互，引发了众多手机发烧友的追捧。 12月5日，中兴商场显示，该手机已售罄，二手平台上大部分卖家的售价均超过3499元的发售价格，其中，全新未拆封的手机报价已经达到7999~999 ...

Core Insights - Doubao Mobile Assistant has received widespread attention and demand has exceeded expectations, leading to a halt in F-code applications due to insufficient supply of the Nubia M153 phone [3][7][8] - The initial batch of Nubia M153 phones is sold out, and there will be no machines available for sale in the next one to two weeks [3][7][8] - The new phone's key selling point is cross-application voice operation, which can automatically compare prices and facilitate ordering [8] Company Developments - Doubao Mobile Assistant was launched by ByteDance in early December, in collaboration with ZTE to introduce the Nubia M153 engineering machine [8] - There have been user reports of login restrictions on certain social platforms with the new device [8] - The company has issued multiple statements clarifying that it does not authorize users or capture protected content, and it calls for clearer regulations [8]

据第一财经，12月16日，根据中兴商城官网显示，豆包手机助手及合作机型nubiaM153目前已重启F码候补申请通道，正式恢复产品购买资格。 面对豆包手机连日来引发的争论，12月9日，中兴通讯终端事业部总裁、努比亚技术有限公司总裁倪飞在社交平台发文称，"已收到一些问题与反馈，正在与 合作伙伴积极沟通与解决。"抖音集团副总裁李亮转发并配文称："AI带来的变革是真实存在的，用户的需求也是真实存在的。豆包和中兴的探索是一个开 始，不论这次是不是会成功，但AI一定是未来。" 据nubiaM153 F码发放前置信息收集表显示，此次开放的为F码排队候补申请，仅有少量名额且无扩大生产计划，将优先面向此前未购买到该机型的爱好者。 需注意的是，已购买产品、已申领F码未下单、取消订单或办理退货的用户不可重复申领，且候补申请不承诺必然获得F码，后续将根据问卷填写情况筛选 发放。 另据智通财经，近日，有报道称，由于担忧网络安全、数据安全以及潜在的竞争问题，监管机构已经约谈字节跳动相关负责人。12月13日，对于上述报道， 知情人士向记者回应称，该消息不实。字节跳动多次发布公开声明，对于豆包手机助手的安全性作出解释。 在市场端反响强烈的同 ...

Group 1 - The core point of the article is that ZTE Mall has reopened the F-code application channel for the Nubia M153 smartphone, allowing a limited number of enthusiasts to apply for purchase qualifications [1] - The F-code application is a queue for a limited number of spots, with no plans for expanded production, prioritizing those who have not previously purchased the model [1] - Users who have already purchased the product, applied for an F-code but did not place an order, canceled orders, or returned products are not eligible to reapply for the F-code [1] Group 2 - There was a rumor that ByteDance was summoned by regulatory authorities due to issues related to cybersecurity, data security, and competition, but insiders have stated that this information is false [1]

Core Insights - A total of 790 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more as of December 16 [1] - ST Jinglan has the longest streak of net outflows, with 27 days, while Jingu Co. follows with 21 days [1] - The largest total net outflow amount is from Sunshine Power, with a cumulative outflow of 7.542 billion yuan over five days [1] Group 1: Stocks with Significant Net Outflows - Sunshine Power (300274) has seen a net outflow of 7.542 billion yuan over five days, with a 12.48% outflow ratio and a cumulative decline of 11.84% [1] - Industrial Fulian (601138) follows with a net outflow of 6.123 billion yuan, a 11.65% outflow ratio, and a cumulative decline of 13.30% [1] - ZTE Corporation (000063) has a net outflow of 5.985 billion yuan, with a 14.20% outflow ratio and a cumulative decline of 15.58% [1] Group 2: Other Notable Stocks - Tianfu Communication (300394) has a net outflow of 4.874 billion yuan over six days, with an 8.10% outflow ratio and a cumulative decline of 15.87% [1] - Cambricon Technologies (688256) has a net outflow of 4.778 billion yuan over six days, with a 7.83% outflow ratio and a cumulative decline of 10.15% [1] - Heertai (002402) has a net outflow of 4.495 billion yuan over eight days, with a 12.46% outflow ratio and a cumulative decline of 28.68% [1] Group 3: Additional Stocks with Notable Trends - Changying Precision (300115) has a net outflow of 4.346 billion yuan over six days, with a 15.25% outflow ratio and a cumulative decline of 21.19% [1] - Zhongke Shuguang (603019) has a net outflow of 4.111 billion yuan over six days, with a 12.00% outflow ratio and a cumulative decline of 18.37% [1] - Longji Green Energy (601606) has a net outflow of 2.446 billion yuan over 16 days, with a 6.86% outflow ratio and a cumulative decline of 19.71% [1]

Market Overview - The Shanghai Composite Index fell by 1.11% on December 16, with only three sectors rising, namely retail, beauty care, and social services, which increased by 1.32%, 0.66%, and 0.13% respectively. The communication and non-ferrous metals sectors experienced the largest declines, with drops of 2.95% and 2.81% respectively, placing the communication sector at the top of the decline list [1]. Communication Sector Performance - The communication sector saw a decline of 2.95%, with a net outflow of 7.682 billion yuan in main capital throughout the day. Out of 124 stocks in this sector, 26 rose, including three that hit the daily limit, while 97 fell, with three hitting the lower limit [1]. - Among the stocks with net inflows, five exceeded 100 million yuan, with Hengbao Co., Ltd. leading at a net inflow of 682 million yuan, followed by Tongyu Communication and Datang Telecom with net inflows of 281 million yuan and 269 million yuan respectively [1]. Top Gainers in Communication Sector - The top gainers in the communication sector included: - Hengbao Co., Ltd. with a gain of 9.98% and a turnover rate of 19.25%, attracting 681.86 million yuan in main capital [1]. - Tongyu Communication and Datang Telecom both increased by 10.00%, with turnover rates of 15.09% and 4.33% respectively, attracting 281.06 million yuan and 269.36 million yuan in main capital [1]. Top Losers in Communication Sector - The top losers in the communication sector included: - Zhongji Xuchuang, which fell by 3.34% with a net outflow of 1.5177 billion yuan [2]. - Xinyi Sheng, which decreased by 4.59% with a net outflow of 1.4089 billion yuan [2]. - Changxin Bochuang, which dropped by 7.21% with a net outflow of 533.24 million yuan [2]. Additional Notable Declines - Other significant declines included: - ZTE Corporation, down by 2.90% with a net outflow of 469 million yuan [3]. - Yongding Co., Ltd., which fell by 6.01% with a net outflow of 412.47 million yuan [3]. - Shida Group, which experienced a sharp decline of 9.91% with a net outflow of 386.97 million yuan [3].

Market Performance - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index closing at 25,235.41 points, down 393.47 points, representing a drop of 1.54% [1] - The Hang Seng Technology Index also fell, closing at 5,402.51 points, down 95.91 points, a decrease of 1.74% [2] Market Influences - The decline in the Hong Kong market was attributed to overall low market sentiment and a collective drop in the Asia-Pacific markets, notably the Nikkei 225 index down 1.56% and the KOSPI index down 2.24%, which negatively impacted both A-shares and H-shares [4] - Anticipation of the Bank of Japan's monetary policy meeting on December 18-19, where a potential interest rate hike from 0.5% to 0.75% is expected, may lead to foreign capital returning to Japan, increasing risk aversion and affecting the Hong Kong market [7] Sector Performance - The market saw widespread declines across various sectors, with notable drops in technology stocks such as Alibaba down nearly 3%, and other major players like Xiaomi, JD.com, and Bilibili down over 2% [7] - Gold stocks also faced declines, with Zijin Mining down over 4%, and other gold companies like Shandong Gold and Lingbao Gold down over 3% [7] Capital Flow - There was a net inflow of southbound funds into Hong Kong stocks, amounting to over 80 million HKD by the end of the trading day [8] Future Outlook - Analysts suggest that the Hong Kong market is at a potential rebound phase, with attractive long-term positioning despite existing risks. The focus remains on the economic fundamentals of China and the inflow of southbound capital [10] - The market is expected to remain volatile until the end of the year, with a consensus on a strong policy opening in the first quarter of the next year, particularly favoring sectors like technology and metals [10]

智通财经APP获悉，摩根士丹利发布研报称，中兴通讯(00763)的风险回报分析已更新，并基于今年第三 季业绩逊预期，下调公司2025至2027年营收预测至5%、6%及7%，并将毛利率预测下调0.9%、0.5%与 0.4%，以反映国内5G业务收入未达预期。因此，大摩将公司2025至2027年盈利预测分别下调11.1%、 12.5%及10.9%;并相应将目标价从35港元下调至31.5港元;评级"与大市同步"。 ...

证券日报网讯 12月15日，中兴通讯在互动平台回答投资者提问时表示，2025年前三季度，公司营业收 入同比增加104.8亿元、营业成本同比增加161.4亿元，受国内运营商通信基础设施投资下降的影响，公 司网络产品收入减少，同时公司服务器等算力产品收入实现快速增长，而算力产品在市场上的正常毛利 率低于通信网络产品的毛利率。上述收入结构变动导致公司营业成本增加金额多于营业收入增加金额。 2025年前三季度，公司购买商品、接受劳务支付的现金同比增加188.3亿元，主要用于采购项目交付及 产品生产所需的原材料及服务，上述原材料及服务除结转为营业成本外，其余计入存货。 （文章来源：证券日报） ...