【兴证计算机】豆包AI手机：AI时代新超级入口的先行者

Group 1 - The core viewpoint emphasizes increasing the allocation ratio to the computer sector from a medium-term perspective, especially as the market shifts focus towards annual report performance expectations and cross-year opportunities [1][2] - It is suggested to avoid high-valuation stocks with uncertain future performance and instead increase investment in leading companies that are expected to benefit from policy dividends and have supportive valuations [1][2] Group 2 - The launch of the Doubao AI phone marks the beginning of a significant transformation in the AI era, with ByteDance collaborating with ZTE to release a technology preview that redefines human-computer interaction [2] - The Doubao AI phone is expected to have a profound impact on the mobile internet landscape due to its super entry point attribute, and the upcoming 2025 Original Power Conference on December 18 may unveil a series of product updates [2] - The continuous iteration of AI large models is driving a deep disruption in the IT industry, indicating a major shift in the industry landscape and potential significant investment opportunities [2]