ZTE(SZ:000063) Mei Ri Jing Ji Xin Wen·2025-12-01 17:02Core Insights - ByteDance's Doubao team launched the technical preview of the Doubao Phone Assistant, which is not an independent phone but an AI assistant software developed in collaboration with smartphone manufacturers at the operating system level [1][3] - The Doubao Phone Assistant is currently available on a prototype device, the nubia M153, developed in partnership with ZTE [1][3] Group 1: Product Features - The nubia M153 features a 6.78-inch screen and is powered by the Qualcomm Snapdragon 8 Gen 2 mobile platform, with a version offering 16GB RAM and 512GB storage priced at 3,499 yuan [3] - Users can interact with the Doubao Assistant through voice commands, an AI button on the phone, or headphones, allowing for direct engagement with the app and various functionalities [3] - Key functionalities include querying content displayed on the screen, intelligent removal of irrelevant objects in photos, one-click installation of multiple apps, tracking logistics across shopping platforms, and cross-platform price comparison and ordering [3] Group 2: Market Impact and Collaboration - Following the announcement, ZTE's stock surged, closing at 46.3 yuan per share in A-shares and 35.8 Hong Kong dollars in Hong Kong, marking a 13.94% increase and a total market capitalization of 211.1 billion yuan [3] - ZTE's collaboration with Doubao is characterized by Doubao leading the product definition and user experience, while ZTE's nubia handles hardware engineering and technical development [4] - ZTE plans to increase investment in its smartphone segment, focusing on brand and channel development, and enhancing product competitiveness through partnerships with AI technology firms [4]