ZTE(SZ:000063) Xin Lang Cai Jing·2025-12-02 07:16Core Insights - Nubia M153, the first smartphone equipped with Doubao Phone Assistant, has sold out on ZTE's official store, with resale prices on second-hand platforms ranging from 300 to 3500 yuan [1][3] - Doubao Phone Assistant is an AI assistant software developed in collaboration with smartphone manufacturers, based on the Doubao app [1][5] - The device is primarily targeted at developers and tech enthusiasts, priced at 3499 yuan, and is currently only available in a white 16GB+512GB version [2][3] Product Features - Nubia M153 features a 6.78-inch LTPO display and is powered by Qualcomm Snapdragon 8 Gen 2 mobile platform [2] - The software will receive updates approximately every two weeks until the end of Q1 2026, with future update frequency to be announced later [3] - Users can interact with the Doubao Phone Assistant via voice commands, side buttons, or Doubao Ola Friend headphones, enhancing the smartphone's operational capabilities [5] Market Response - The launch of Doubao AI Phone has led to increased interest in AI smartphone concept stocks, with ZTE's stock hitting the daily limit and a trading volume of 14.666 billion yuan on December 1 [4] - Other AI smartphone concept stocks, such as Daoming Optics and Furon Technology, have also seen significant market activity following the launch [4] Collaboration and Future Plans - Doubao has no plans to develop its own smartphone but is in discussions with multiple manufacturers to integrate Doubao Phone Assistant into various brands [5] - Currently, no other smartphone brands have announced partnerships with Doubao, although Honor has been reported to collaborate with ByteDance's Volcano Engine for related functionalities [5]