中兴：2025年机圈最大的躺赢玩家

Core Viewpoint - ZTE has emerged as a leader in the AI smartphone market, benefiting from the launch of the "Doubao Phone Assistant" in collaboration with ByteDance, which has led to significant stock price increases and high demand for its Nubia M153 model [1][3][6]. Group 1: Market Reaction - On December 2, ZTE's stock price surged, closing at 46.3 CNY per share, with a market capitalization reaching 211.1 billion CNY, following the announcement of the AI assistant [3][6]. - The Nubia M153, originally priced at 3,499 CNY, has seen resale prices soar to between 7,999 and 9,999 CNY, indicating strong market interest and speculation [3][6]. Group 2: Product Features - The Nubia M153 supports various AI interactions, including app wake-up, voice commands, and cross-platform price comparisons, showcasing its advanced capabilities [2][3]. - The collaboration between ZTE and Doubao aims to simplify user tasks, allowing the AI to autonomously execute commands based on user requests [3][4]. Group 3: Industry Context - Other major smartphone manufacturers like Xiaomi, Huawei, and OPPO have not yet ventured into the AI smartphone space, raising questions about their strategies in light of ZTE's success [3][4]. - The focus for manufacturers is on the stability and reliability of AI features rather than just intelligence, which is crucial for consumer acceptance [4][6]. Group 4: Technical Challenges - The integration of AI assistants with existing applications, such as WeChat, presents challenges, as demonstrated by user reports of login issues due to security protocols [6][9]. - The need for a clear operational protocol for AI interactions with apps is highlighted as a potential future competitive advantage in the smartphone industry [10].