ZTE(SZ:000063) Xin Lang Cai Jing·2025-12-02 07:51Core Viewpoint - The Nubia M153, the first smartphone equipped with the Doubao mobile assistant, has sold out on ZTE's official store, with resale prices on second-hand platforms ranging from 300 to 3500 yuan above the original price [2][3]. Group 1: Product Overview - The Nubia M153 is priced at 3499 yuan and features a 6.78-inch LTPO display and Qualcomm Snapdragon 8 Gen 2 mobile platform [2]. - The device is currently available only in a white variant with 16GB RAM and 512GB storage [2]. - The software for Nubia M153 will receive updates approximately every two weeks until the end of Q1 2026, with future update frequencies to be announced later [3]. Group 2: Market Response - Following the launch of the Doubao AI phone, AI phone concept stocks have gained significant attention in the capital market, with ZTE Corporation closing at the daily limit on December 1, with a transaction amount of 14.666 billion yuan [4]. - On December 2, AI phone concept stocks continued to perform well, with companies like Daoming Optics and Furuong Technology experiencing consecutive trading limits [4]. Group 3: Technology and Features - The Doubao AI phone significantly improves mobile operation capabilities and the convenience of accessing large models compared to conventional smartphones [4]. - Users can activate the Doubao assistant via voice commands, side buttons, or Doubao Ola Friend headphones, and can inquire about screen content directly [4]. - Doubao has clarified that it does not have plans to develop its own smartphone but is in discussions with multiple manufacturers to integrate the Doubao assistant into various brands [4][5].