Core Insights - The nubia M153 smartphone, featuring the "Doubao AI Assistant," has gained significant attention, with prices ranging from 3999 to 4599 yuan on second-hand platforms, and the official preview version sold out at 3499 yuan [1][3][4] Group 1: Product Overview - The nubia M153 is described as an engineering sample primarily aimed at industry professionals for experiencing the Doubao AI Assistant, rather than a consumer product [4] - The official website indicates that the F-code for purchasing the phone is available for those interested in testing the AI assistant, with a caution for ordinary consumers regarding the product's functionality [3] Group 2: Industry Collaboration and Competition - Doubao is in discussions with multiple smartphone manufacturers for potential collaborations but has no plans for self-developed smartphones [5] - Major smartphone manufacturers like Huawei, Xiaomi, and OPPO have already been exploring AI assistants, indicating a competitive landscape [5] Group 3: Challenges and Industry Standards - The integration of AI assistants into smartphones faces significant challenges, including the need for ecosystem cooperation and authorization from major internet application providers [5][6] - Morgan Stanley's report highlights that deep system-level integration may require modifications to operating systems, which could conflict with the interests of smartphone manufacturers [7]

这篇经济评论分析从"菜鸡"到150亿公司CTO："野生钢铁侠"彭志辉的逆袭路，他是智源机器人的联合创始人兼CTO，B站百大UP主"志辉军"，粉丝追着看 他造机器人，今天小林哥就带大家走近这位成功人士。 从"偏科生"到技术网红：没有天生的天才，只有死磕的笨办法 今年机器人圈藏着位"野生钢铁侠"，90后彭志辉的名字越传越响，比起同圈爆火的王星星，这位华为前"天才少年"更早凭硬核操作圈粉，年薪早破百万。 2020年进华为那阵，他硬是把工作之余的时间榨成了"发明时间"，远视眼状态下给葡萄缝针的机械臂，自己攒出来的自动驾驶系统，连智能自行车都能亲手 造，这些视频一上线就炸了，网友直接封他"野生钢铁侠"，说他是一路开挂的天才。 面对镜头他却摆头："我真不是天才"，这话听着谦虚，倒也贴合他的起点，1993年在江西吉安的普通家庭出生，打小就爱拆收音机，但高中偏科偏得厉害， 数学能考满分，英语却拖后腿，第一次高考直接折戟。 复读时他把错题本翻烂，第二年才勉强够上电子科技大学的线，更没人想到，这位后来的技术大神，直到大学才摸到人生第一台电脑，和那些十五六岁就拿 编程大奖的"神童"比，他的开局实在普通，甚至有点"拖后腿"。 刚上大 ...

12月1日，字节跳动豆包团队正式发布了"豆包手机助手"技术预览版，并展示了首款搭载该系统的中兴 努比亚M153工程样机的智能化能力，比如可跨应用自动执行任务等。 该则消息发布当日，中兴通讯、天音控股、福蓉科技、道明光学等个股涨停，12月2日，中兴商城显 示，目前首款"豆包助手"手机（少量工程样机）已"售罄"，二手平台上，该款手机价格也被炒高，一度 最高溢价3500元。 以华为、荣耀为例，目前，华为鸿蒙6首批已上架80多个智能体，覆盖教育医疗、生活服务等领域，支 持旅行规划、值机选座等任务，近日发布的华为Mate X7则首次商用A2A（Agent to Agent）智能体协 作，可一句语音指令，自主完成值机、买菜、理财等操作。荣耀其端侧模型也已接入超过4000个生态 MCP和智能体，支持3000个场景自动执行。此外，OPPO、vivo等手机厂商均在加速构建智能体生态。 业界普遍认为，未来AI手机将成为人们的私人助理，手机中的AI语音助手则将成为人机交互的入口， 人们只需说出需求，手机自动协调背后智能体应用执行任务。因此，AI时代下，移动终端生态将发生 变革，APP可能消失，取而代之的是各种智能体，AI语音助手成 ...

Core Insights - The AI smartphone market is on the verge of a large-scale explosion, with major manufacturers focusing on AI as a core selling point in new product launches [1] - Canalys predicts that by 2028, AI smartphones will account for 54% of the global market, with over 80% deployment rate of edge AI in high-end models [1] - The industry is witnessing a shift from feature stacking to deep scenario cultivation, transforming smartphones from "tool terminals" to "personal intelligent hubs" [1] Industry Trends - The competition is shifting towards specific scenarios such as AI image optimization in cameras and albums, enhancing user interaction quality as a core differentiator [1] - The collaboration within the supply chain is deepening, forming a value loop among large model manufacturers, terminal brands, and core component companies [1] Company Positioning - AAC Technologies (瑞声科技) is becoming a key support for AI functionality in mainstream smartphones, redefining the value of core component manufacturers in the smart terminal supply chain [1] - The company's microphone technology enhances AI voice interaction accuracy, with a high signal-to-noise ratio that significantly reduces voice recognition error rates [3] - AAC's speaker technology improves the clarity and naturalness of AI assistant feedback, creating a seamless interaction loop between voice input and output [4] Technological Innovations - The integration of precise linear motors for tactile feedback enhances the AI interaction experience, making virtual operations feel more tangible [5] - AAC's thermal management solutions ensure stable and smooth operation of edge AI functions, addressing overheating issues during high-frequency AI model usage [5] Market Expansion - The proliferation of AI smartphones is pushing core AI components from passive adaptation to active empowerment, as seen in collaborations like that of Doubao and ZTE [6] - AAC Technologies is expected to achieve over 50% annual revenue growth, reflecting its dual advantages in technology and market presence [6] AR Glasses Development - The smart glasses market is also experiencing rapid growth, with a projected 110% year-on-year increase in global shipments by mid-2025 [7] - AAC Technologies has announced the acquisition of Dispelix, a leader in AR diffractive waveguides, marking its transition from a component supplier to a full-chain solution provider in the XR field [7] Future Outlook - AAC Technologies is preparing for the upcoming "AI feast" by enhancing its technological innovations to provide top-tier AI agent experiences across various devices [10]

"豆包助手"手机未发先火这一表象背后，实际上是互联网企业与手机企业等对AI时代下移动终端生态话 语权展开的新一轮争夺。 据了解，豆包手机助手，是在豆包APP基础上，和手机厂商在操作系统层面合作的AI助手软件。基于豆 包大模型的能力和手机厂商的授权，豆包手机助手能够为用户带来更方便的交互和更丰富的体验，可以 理解为豆包与中兴通讯合作打造了具备智能体功能"AI手机助手"或"AI交互入口"。 这在手机行业并非新鲜事，几年前，华为、苹果、OPPO、小米、vivo、魅族等主流手机厂商均已大力 发展AI，且截至目前，各主流手机企业均已有类似AI语音助手，比如苹果的Siri、三星的Bixby、华为的 小艺、小米的小爱、OPPO的小布、vivo的Jovi以及荣耀的YOYO，同时，当前各主流手机AI手机助手都 在朝着智能体方向演进，华为、荣耀等则已通过智能体协议等初步搭建起了基于自身手机的智能体生 态。 以华为、荣耀为例，目前，华为鸿蒙6首批已上架80多个智能体，覆盖教育医疗、生活服务等领域，支 持旅行规划、值机选座等任务，近日发布的华为Mate X7则首次商用A2A（Agent to Agent）智能体协 作，可一句语音指令 ...

Core Viewpoint - The nubia M153 phone, featuring the "Doubao AI Assistant," has gained significant attention, with its technical preview version selling out at a price of 3499 yuan, indicating strong market interest in AI-integrated mobile devices [4][6]. Group 1: Product Overview - The nubia M153 is marketed primarily to industry professionals for experiencing the Doubao AI Assistant, with a caution that it is not a fully mature product for general consumers [6]. - The phone is an engineering sample developed in collaboration with Doubao, which leads the product definition and experience, while nubia focuses on hardware engineering and technology development [8]. Group 2: Market Dynamics - On second-hand platforms, the nubia M153 is being resold for prices ranging from 3999 to 4599 yuan, with F codes being sold for around 100 yuan [8]. - Doubao is in discussions with multiple smartphone manufacturers for potential collaborations, but there are currently no confirmed partnerships [9]. Group 3: Competitive Landscape - Major smartphone manufacturers like Huawei, Xiaomi, and OPPO have already developed their own AI assistants, indicating a competitive landscape in the AI mobile assistant space [9]. - The integration of AI into mobile operating systems is being explored by various manufacturers, with a focus on creating platform-level AI capabilities [9]. Group 4: Challenges and Considerations - The successful implementation of mobile AI assistants requires overcoming ecological challenges, including obtaining permissions from major internet application providers like Alibaba and Tencent [11]. - The integration of AI and mobile technology necessitates modifications to operating systems, which could conflict with the core interests of smartphone manufacturers [12].

Core Viewpoint - The article emphasizes the importance of understanding investment strategies and the challenges faced by ordinary investors in selecting stocks and timing their trades, suggesting that asset allocation may provide a more stable approach to investing [7][36]. Group 1: Investment Understanding - There are four levels of investment understanding, with most people mistakenly believing they are at a higher level than they actually are, as only 10% of market participants are profitable [3][5]. - The article summarizes insights from a deep interview with investor Duan Yongping, highlighting his intuitive grasp of business despite acknowledging his own limitations in understanding [4][7]. Group 2: Stock Selection Challenges - Three methods of stock selection are discussed: technical trading, value investing, and copying successful investors, with each method presenting significant challenges [8][28]. - Technical trading is discouraged as it is likened to giving money to quantitative funds that operate with high speed and accuracy [9][10]. - Value investing requires deep understanding of companies, which is difficult for most ordinary investors due to a lack of experience and time [12][20]. - Copying the trades of successful investors can lead to poor outcomes due to information lag and lack of understanding of the underlying investment logic [24][25]. Group 3: Timing the Market - Timing the market is presented as another difficult aspect of investing, with Duan Yongping focusing on "margin of safety" when buying and "opportunity cost" when selling [30][33]. - Most ordinary investors struggle with these concepts as they require a deep understanding of the companies involved [34]. Group 4: Asset Allocation as a Solution - Asset allocation is proposed as a viable alternative to stock selection and timing, as it leverages the natural relationships between different asset classes [36][39]. - By diversifying investments across various asset classes, investors can achieve internal hedging, allowing for stable returns regardless of market conditions [41][44]. - The article highlights that asset allocation does not require precise market timing, making it a more accessible strategy for ordinary investors [46][52]. - Rebalancing strategies can further enhance returns by allowing investors to sell high-performing assets and buy underperforming ones, thus smoothing out the investment curve [55][58].

近日，网易似乎不忍了，带头抵制安卓税。 其具体的表现是，网易的多款游戏APP，已经无法手机厂商的应用商店搜到了，而网易官方也承认这一点，表示部分游戏在手机厂商渠道停服了。 并不是手机游戏这一块网易不搞了，而是换了个渠道，不再通过手机厂商的渠道而分发这款游戏了，通过短视频渠道、社交媒体渠道分发，不再给手机厂商 们，交这个50%的安卓税了。 关于苹果税，大家都是清楚的，针对上架AppStore的APP，其在APP上销售的应用内购买，主要就是数字商品，比游戏道具之类的，苹果一律收取30%，对 小企业则减半，只收15%。 对于这个苹果税，大家吐槽已久，认为30%实在是太高了，游戏厂商负担不起。 但大家可能不知道的是，如果论游戏，安卓收取的佣金比苹果还要高，国内一半是50%，这个也被游戏厂商们，称之为"安卓税"。 当时手机厂商的渠道话语权非常强，所以游戏厂商，不得不交这50%给对方，因为你不交，上架不了对方的应用商店，就算通过第三方商店安装上了游戏 APP，手机厂商们也办法让你不那么顺利的运营，比如弹出风险提示，限制安装等等。 所以游戏厂商就算心里不爽，也得乖乖给钱，否则上不了架，自己一个子儿都赚不到，那时候给手机厂商 ...

Core Insights - The article discusses the launch of ByteDance's AI assistant "Doubao," which aims to integrate deeply with smartphone hardware, particularly through a collaboration with Nubia [1][8][21] - The competition among major internet companies like Baidu, Alibaba, and ByteDance reflects a fear of obsolescence in the face of rapidly evolving AI technologies [1][4] Group 1: Product Development and Features - Doubao is designed to function as a comprehensive AI assistant, capable of performing tasks such as automatic booking and cross-platform operations, showcasing its advanced capabilities [3][9][21] - The collaboration with Nubia involves using the Snapdragon 8 Gen 2 chip, which supports multi-modal AI applications, indicating a focus on functionality over high-end specifications [3][10] - Doubao's assistant features include voice activation and a side AI key, allowing for seamless interaction with the device [3][4] Group 2: Market Strategy and Positioning - ByteDance's strategy involves positioning Doubao as a standard AI assistant for smartphone manufacturers, similar to Apple's Siri, aiming to enhance user experience and drive hardware sales [16][21] - The partnership with Nubia is seen as a way to create a benchmark for other manufacturers, despite Nubia's relatively weaker market position compared to larger brands [8][10] - The article highlights the importance of hardware-software integration, suggesting that Doubao's success depends on its ability to work closely with smartphone manufacturers to overcome challenges related to permissions and functionality [11][22] Group 3: Competitive Landscape - The AI assistant market is becoming increasingly competitive, with various companies developing their own solutions, leading to a "battle for entry points" in the ecosystem [20][22] - ByteDance's approach contrasts with other companies by focusing on creating a collaborative environment with hardware manufacturers rather than directly competing in the hardware space [17][22] - The article notes that while Doubao aims to redefine the role of AI assistants, it faces challenges in achieving widespread adoption and integration across different platforms and devices [21][22]

但很多人不知道的是，安卓手机厂商的"安卓税"更狠，国内普遍抽50%，被游戏厂商吐槽为"全球最 高"。 说起手机应用商店的"抽成"，大家最熟悉的可能是苹果税——苹果对App Store内数字商品销售抽30%， 小企业减半收15%。 最近，网易率先对这笔"安卓税"说不。其多款游戏已从华为、OPPO、vivo等手机厂商的应用商店下 架，官方也确认部分游戏在"手机渠道停服"。 这并非网易放弃手机游戏，而是换了个更划算的渠道——通过抖音、快手等短视频平台，或微信、微博 等社交媒体分发游戏，直接避开50%的抽成。 不只是网易，腾讯、阿里等大厂也纷纷跟进。比如腾讯部分游戏不再上架手机应用商店，转而通过自有 平台或第三方渠道推广；阿里游戏同样调整了分发策略，减少对手机厂商渠道的依赖。 为什么游戏厂商集体"掀桌"？原因很现实。 第二，过去手机厂商渠道"硬核联盟"太强势。2014年，华为、OPPO、vivo、荣耀等厂商组成"硬核联 盟"，掌握应用商店入口，游戏厂商想上架必须接受50%抽成。 否则，就算通过第三方商店安装，手机厂商也能用"风险提示""限制安装"等手段阻挠运营，游戏厂商只 能"乖乖交钱"。 第一，50%的"安卓税"实 ...