炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪科技讯 12月2日下午消息，近日，字节跳动豆包团队、中兴通讯宣布，搭载豆包手机助手技术预览 版的工程样机开始出售。据悉，豆包手机助手是豆包和手机厂商在操作系统层面合作的手机AI助手， 可以执行较为复杂的任务。不仅是购物，AI助手在出行、商务等应用场景中也表现出较强的智能体AI 能力，并且用户还可以通过语音、侧边AI键、耳机等多种方式唤醒AI助手。 根据中兴通讯官网的信息，此次搭载豆包手机助手的工程样机是努比亚M153，使用了骁龙8至尊版移动 平台，售价3499元，目前处于"售罄"状态。另外在闲鱼平台上，这款手机二手售价在4200元至4999元之 间，较官方售价高出700元至1500元左右。 公开信息显示，骁龙8至尊版是高通在去年10月推出的旗舰移动平台，可以在终端侧提供个性化的多模 态生成式AI，支持语音、情境和图像理解等。今年9月，高通发布了第五代骁龙8至尊版，推动终端侧 AI处理能力进一步提升，可以在手机等终端侧运行智能体AI助手。 高通CEO安蒙认为，用户体验正在从以智能手机为中心转向以智能体AI为中心，智能手机不会消失， 但 ...

Key Takeaways Qualcomm posted $11.27B in revenues, driven by gains in automotive, IoT and premium handsets.Automotive sales hit a record $1.05 billion as new vehicles adopt Snapdragon Digital Chassis systems.IoT rose 7% on Snapdragon AR1 demand, while handset revenue grew 14% on premium Android traction.Qualcomm Incorporated (QCOM) is benefiting from solid revenue growth backed by its robust portfolio strength. The company generated 11.27 billion in revenues, up from $10.24 billion in the year-ago quarter. ...

高通收购 Arduino 后条款突变：3300 万开发者的代码要归巨头所有？ 最核心的争议是：用户上传的代码、设计等内容，将自动授予平台"永久、不可撤销、全球可转让"的使用权， 这意味着高通或第三方可免费使用、修改甚至转授权这些内容，用户虽保留版权，但实际控制权大幅缩水。 此外，条款还新增 AI 功能监控条款，允许平台收集用户使用数据，同时禁止用户逆向工程平台，这与 Arduino 赖以生存的开源精神直接冲突。 三、攻防战：官方辩解难平社区疑虑 面对社区反弹，Arduino 紧急发博回应，称逆向工程限制仅针对云服务，开源部分仍保持开放，强调会坚 守"开源原则、用户内容所有权"等四大支柱，修改条款是为了合规和支持 AI 发展。 一、收购始末：巨头盯上开源生态的流量密码 2025 年 10 月 7 日，芯片巨头高通突然宣布收购开源硬件平台 Arduino，这笔未披露金额的交易，让全球 3300 万开发者措手不及。 对高通来说，这步棋早有铺垫。此前它已收购 Edge Impulse 等物联网相关企业，此次拿下 Arduino，核心是 看中其庞大的开发者社区，想从原型设计阶段就绑定用户，推广自家芯片，摆脱对手机业务的 ...

一方面，各头部手机品牌目前都会自称有"自研AI大模型"，并通过各种各样的"性能优化方案"，在手机上 实现了或主打影像、或用于日常生活、或是辅助游戏体验的"AI功能"。 众所周知，对于如今的智能手机行业来说，"AI"已经成为了各大厂商最常挂在嘴边的宣传点。 另一方面，纵观上游的芯片厂商，他们在宣发新款SoC时，如今也普遍会有关于NPU架构改进、能效提 升，以及联合各种AI大模型做端侧性能优化的演示环节。 但如果大家还记得前些年的智能手机宣发就会意识到一件事，在"手机AI"还未普及的年代，彼时相关厂商 都会在宣发他们的早期"NPU"时，明确给出性能（算力）指标。这样一来，尽管那个时候NPU"能做的事 情"非常有限，但消费者起码一眼就能看出不同品牌以及不同代次SoC之间，在NPU性能上的差异与进步幅 度。 发现了什么问题吗？尽管高通这两代旗舰SoC的NPU性能，在行业中依然是"遥遥领先"，但这就意味着从 骁龙8 Gen2到骁龙8 Gen3的这两代，NPU的"算力数字"进步速度确实可能是慢了下来。 | | 三星 | 高通 | 联发科 | 小米 | | --- | --- | --- | --- | --- | | | ...

泡沫的主要标志：供给侧的贪婪 --- The Cardinal Sign of a Bubble: Supply-Side Gluttony Our bankruptcy, contracts, and property laws and case law are well-tested and protect this innovative impulse while leaving other countries squinting. 我们的破产、合同和财产法律以及判例法经过充分检验，既保护了这种创新冲动，又让其他国家 望而却步。 It is glorious. And it is not about thinking everything through in a reserved, mature manner. If the kids in Silicon Valley did that, folly would never happen, and that would be a tragedy. 这是一种辉煌。而这也不是关于以一种克制、成熟的方式去思考一切。如果硅谷的年轻人都那样 做，愚行就永远不会 ...

Core Insights - Nvidia is a leader in the AI revolution, with its GPUs being essential for the sector [1] - New competitors are emerging in the specialized chip market, aiming to challenge Nvidia's dominance [2] Company Summaries Advanced Micro Devices (AMD) - AMD is positioned as a formidable competitor to Nvidia, with its Instinct MI-series GPUs, such as MI300X and MI350, capable of rivaling Nvidia's high-end offerings for large-scale AI training [3][4] - AMD's GPUs offer strong performance-per-dollar value, attracting major AI developers and cloud providers [4] - The company has secured design wins with key AI players like OpenAI, indicating real-world adoption of its chips [5] - AMD has invested in its ROCm software stack, enhancing its competitiveness against Nvidia's ecosystem [5] - AMD's stock was trading at $217.43, reflecting an 80% increase year to date [6] Qualcomm (QCOM) - Qualcomm is focusing on the AI data-center market with its AI200 and AI250 chips, specifically designed for inference workloads [8] - While Nvidia leads in high-end training, Qualcomm's chips are tailored for the growing inference segment, emphasizing memory bandwidth and energy efficiency [9] - Initial reports show data-center operators planning to deploy Qualcomm's solutions, indicating early commercial traction [10] - Qualcomm's stock was trading at $168, with a nearly 10% increase year to date [10] Market Dynamics - The competitive landscape is shifting, with emerging players like AMD and Qualcomm potentially challenging Nvidia's market position, contingent on the strength of the AI market and their ability to meet growth projections [12]

Core Insights - The MEET2026 Smart Future Conference will focus on cutting-edge technologies and industry developments that have garnered significant attention throughout the year [1] - The theme "Symbiosis Without Boundaries, Intelligence to Ignite the Future" emphasizes how AI and smart technologies penetrate various industries, disciplines, and scenarios, becoming a core driving force for societal evolution [2] Group 1: Conference Highlights - The conference will cover hot topics in the tech circle this year, including reinforcement learning, multimodal AI, chip computing power, AI in various industries, and AI going global [3] - It will feature the latest collisions between academic frontiers and commercial applications, showcasing leading technological achievements from infrastructure, models, and product industries [4] - The event will also include the authoritative release of the annual AI rankings and the annual AI trend report [5][116] Group 2: Notable Speakers - Zhang Yaqin, President of Tsinghua University's Intelligent Industry Research Institute and an academician of the Chinese Academy of Engineering, has extensive experience in AI and digital video technologies [11][12] - Sun Maosong, Executive Vice President of Tsinghua University's AI Research Institute, has led numerous national projects in AI research [15] - Wang Zhongyuan, Director of the Beijing Academy of Artificial Intelligence, has a strong background in AI core technology development and has published over 100 papers [19] Group 3: Industry Impact - The annual AI rankings initiated by Quantum Bit have become one of the most influential lists in the AI industry, evaluating companies, products, and individuals across three dimensions [117] - The annual AI trend report will analyze ten significant AI trends based on technological maturity, implementation status, and potential value, highlighting representative institutions and best cases [118] - The conference aims to attract thousands of tech professionals and millions of online viewers, establishing itself as an annual barometer for the smart technology industry [122]

Core Viewpoint - The article discusses the competitive landscape of cockpit chips in the automotive industry, highlighting Qualcomm's dominance and the emerging opportunities for domestic manufacturers like MTK, Huawei, and others in the context of cost and localization advantages. Group 1: Qualcomm's Dominance - Qualcomm's cockpit chip, the Snapdragon 8797, supports cabin and driving integration, establishing strong partnerships with major global automakers, including luxury brands like Mercedes and BMW, as well as new players like Li Auto and NIO [2][3]. - The collaboration creates a positive feedback loop where automakers rely on Qualcomm's performance, Tier 1 suppliers adapt to Qualcomm's solutions, and developers optimize applications around Qualcomm's ecosystem [3][4]. - Despite its strong position, Qualcomm faces challenges from domestic competitors who are increasing their market share, with companies like Chipone and Huaqin making significant inroads [3][4]. Group 2: Competitive Landscape - Domestic manufacturers are leveraging cost advantages and localized services to penetrate the market, with MTK's chips like the MT8676 and MT8678 offering competitive pricing and features [15][16]. - The market share of domestic cockpit chip manufacturers is projected to rise from under 3% in 2023 to over 10% in 2024, indicating a significant shift [36]. - MTK's strategy includes targeting entry-level markets, where cost advantages are most pronounced, and it is expected to capture over 30% market share by 2025 [18][36]. Group 3: Challenges in Cabin-Driving Integration - The integration of cabin and driving functions is seen as a critical step towards achieving centralized computing architecture in vehicles, but it presents significant technical and organizational challenges [21][24]. - Different safety standards for cabin and driving systems complicate the integration process, requiring higher levels of certification and increasing development costs [25][26]. - The complexity of developing a true cabin-driving integration chip involves balancing various technical requirements, which can lead to internal conflicts within organizations [30][31]. Group 4: Future Outlook - The future of cockpit chips will likely see a division where domestic manufacturers focus on the Chinese market while Qualcomm maintains its stronghold in the global high-end market [39]. - Companies that can combine localized services with global compatibility will have greater growth potential in the evolving automotive landscape [39].

Group 1 - Luo Yonghao demands a public apology from Huashan, stating that if not issued by a specified deadline, the public relations industry in China will remember him instead of Huashan [2] - Huawei's Mate 80 series pricing surprised industry insiders, indicating Huawei's strong market position and prompting competitors to reassess their strategies [2] Group 2 - Apple is projected to surpass Samsung in global smartphone sales by 2025, with iPhone shipments expected to reach 255 million units, a 10% increase year-on-year [5] - In October, iPhone sales in China accounted for 25% of total smartphone sales, reflecting a 37% year-on-year growth [5] Group 3 - Xiaomi has conducted its fourth stock buyback this month, purchasing 7.5 million shares at an average price of 40.14 HKD, totaling over 300 million HKD [6] - The total number of shares repurchased by Xiaomi this month has reached 31.5 million, with a total expenditure exceeding 1.2 billion HKD [6] Group 4 - Li Auto reported Q3 revenue of 27.4 billion RMB, down from 42.87 billion RMB year-on-year, and anticipates Q4 deliveries between 100,000 and 110,000 vehicles [7] - The company has initiated a recall of certain models, impacting its Q3 financial results [7] Group 5 - Apple has launched a feedback form for its AI services in mainland China, indicating a focus on local user engagement [8] Group 6 - Tesla has completed the construction of its largest Supercharger station in California, featuring 168 charging stalls and a solar power system [9] - The station operates independently from the public grid, showcasing Tesla's commitment to sustainable energy solutions [9] Group 7 - Tesla's VP denied reports of supply chain decoupling from China, emphasizing the high localization rate of components produced at its Shanghai factory [10] Group 8 - Former Zeekr CBO Guan Haitao has joined Honor's marketing department, focusing on overseas market strategies [11] - Zhao Changjiang, former head of BYD's Tengshi brand, has joined Chery's collaboration with Huawei as marketing general manager [12] Group 9 - Qualcomm has officially launched the Snapdragon 8 Gen 5 processor, designed to provide flagship-level performance for lower-priced devices [14] - The new processor features significant improvements in CPU, GPU, and AI tasks, along with reduced power consumption [14] Group 10 - Ten airlines were summoned for discussions regarding consumer rights, particularly concerning the practice of charging for seat selection, which may infringe on consumer rights [16]

短期内，高通股价因该消息而小幅上涨，并引发了一些媒体关注。然而，消息公布后的几周内，高通 股价开始下跌，截至撰写本文时，股价已下跌约1.5%。 公众号记得加星标⭐️，第一时间看推送不会错过。 英伟达在过去几年一直是股市的重要参与者。其市值超过4.4万亿美元，历史上唯一能与之匹敌的， 只有几个世纪前为欧洲帝国开展殖民活动而成立的公司，例如荷兰东印度公司。 英伟达在人工智能（AI）硬件市场占据主导地位。但这个领域蕴藏着巨大的商机，其他公司自然不会 放过。 高通的新芯片有望在数据中心领域与英伟达展开竞争。而Alphabet也正携其Ironwood张量处理单元 （TPU）进军芯片市场。所有这些都意味着，英伟达的市场绝对统治地位开始出现裂痕。 从幸运的意外到近乎垄断 早在2022年ChatGPT发布之前，英伟达就已生产出市面上最顶尖的计算机硬件。其芯片过去（现在 依 然 ） 被 广 泛 应 用 于 各 种 领 域 ， 从 高 端 视 频 游 戏 图 形 到 加 密 货 币 挖 矿 。 但 英 伟 达 的 图 形 处 理 器 （GPU）在运行人工智能程序方面也表现出色。这一点，再加上其卓越的工程技术和CUDA软件平 台， ...