Ju Chao Zi Xun·2025-12-02 14:35Core Insights - The Nubia M153, the first model equipped with the Doubao mobile assistant, has sold out on ZTE's official store, indicating strong market interest and demand for this product [1] - The Doubao mobile assistant is designed for developers and tech enthusiasts, with a focus on enhancing mobile operation capabilities and integrating AI features [1][2] - The stock performance of related companies, particularly ZTE, has been robust, reflecting investor optimism surrounding the AI mobile phone concept [2] Group 1: Product Overview - The Nubia M153 is priced at 3499 yuan and features a 6.78-inch LTPO screen and Qualcomm Snapdragon 8 Gen 2 mobile platform [1] - The device is marketed specifically for industry professionals needing to experience the Doubao mobile assistant, with a cautionary note for regular consumers regarding its capabilities [1] - Software updates for the device are planned approximately every two weeks until the end of Q1 2026 [1] Group 2: Market Response - Users who secured the Nubia M153 are reselling it at a premium, with prices ranging from 4000 to 7000 yuan, indicating a willingness to pay above the official price [1] - The resale market shows significant interest, with multiple listings and high view counts, although actual transaction volumes remain uncertain [1] Group 3: Industry Trends - The AI mobile phone concept is gaining traction, with ZTE's stock experiencing a surge and related companies like Daoming Optics and Fulong Technology also seeing strong performance [2] - AI phones, equipped with large model assistants, are expected to differentiate themselves from traditional smartphones through enhanced operational capabilities and personalized services [2] - Challenges such as software-hardware synergy, privacy and data security, and computational costs need to be addressed as the Doubao mobile assistant is still in the technical preview stage [2]