Market Performance - The main board saw significant gains with notable stocks such as Copper Peak Electronics (+10.04%), Xilong Science (+10.00%), and Dongfang Communication (+9.98%) leading the charge [1] - The ChiNext board experienced a surge, highlighted by Guoci Materials (+20.02%) and LianTe Technology (+15.87%) [1] - The Sci-Tech Innovation board also performed well, with Jingfeng Mingyuan (+20.00%) and Yandong Micro (+16.84%) among the top gainers [1] - Active sub-industries included SW Electronic Chemicals III (+4.36%) and SW Semiconductor Equipment (+3.55%) [1] Domestic News - Taiwan's Industrial Technology Research Institute announced the development of the region's first full-color high-resolution Micro LED AI smart glasses, featuring a 0.49-inch display with 1920x1080 FULL HD resolution and over 3000 nits brightness [1] - Shanghai Jiao Tong University and Guoxing Aerospace signed an agreement to establish China's first space computing joint laboratory, focusing on autonomous space computing chip development and related technologies [1] - Goer Group and Haier Group signed a strategic cooperation agreement to collaborate on smart home, health, and digital economy sectors, leveraging Goer's expertise in precision components and smart manufacturing [1] - According to BCI's report, Huawei's smartphone market share is projected to reach 27.81% by the 48th week of 2025, significantly ahead of Apple's 17.12% [1] Company Announcements - Electric Science and Technology Network announced a significant decrease in expected daily related transactions for 2026, with actual transactions for 2025 being 283.25 million yuan compared to an expected 1.17385 billion yuan [3] - Chip Origin announced progress in acquiring Zhudian Semiconductor, with a capital increase of 350 million yuan for the acquisition [3] - Yunding Technology projected daily related transactions for 2026 to be approximately 1.355 billion yuan, with actual transactions expected to be around 1.484 billion yuan [3] - Aisino Security reported receiving a government subsidy of 1 million yuan, classified as a revenue-related government grant [3] International News - Dell plans to increase prices for its commercial product line by approximately 10%-30% starting December 17, depending on computer configuration [1] - STMicroelectronics secured a new credit line of 1 billion euros from the European Investment Bank, with 60% allocated for enhancing manufacturing capabilities [1] - SK Hynix ordered seven sets of thermal compression bonding machines from ASMPT for HBM4 production, a critical technology for ensuring product yield and performance [1] - Kioxia plans to start producing next-generation NAND flash memory chips in Iwate Prefecture in 2026, increasing storage capacity by 59% and data transfer speed by 33% [1]

2025年接近尾声，过去这一年，在新的市场格局和竞争环境下，什么行业最赚钱，什么行业最受"打工人"青睐，公司最喜欢什么类型的员工？ 12月12日，职场社交平台脉脉高聘发布《2025年度人才迁徙报告》（以下简称"报告"）。《每日经济新闻》记者注意到，2025年1—10月，高薪岗位 TOP20的平均月薪均超过6万元，AI（人工智能）研发岗占据大半。 值得一提的是，2025年1—10月，高薪岗位TOP20中，AI岗位占据主导地位，AI研发岗占据大半。同时，AI带来的薪资溢价十分显著：AIGC算法工程师平 均薪资较普通算法工程师高出近18%，AI产品经理比普通产品经理高出20%。 高薪岗位TOP20中，平均月薪均超过6万元，AI科学家/负责人岗位以127225元的平均月薪居首，大模型算法岗位（平均月薪71060元）、数字前端工程师 岗位（平均月薪69197元）位列二、三。算法类岗位占比近半，包括广告算法（平均月薪65790元）、深度学习（平均月薪65625元）、语音算法（平均月 薪64282元）等岗位，展现算法技术的广泛应用。 2025年1—10月新经济行业新发岗位平均月薪TOP20 图片来源：报告截图 架构设计和数 ...

以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） ------------------------------- 作者： 何律衡 来源： 远川科技评论 10月底，"电子茅台"大疆Pocket 3云台相机毫无征兆降价900元，消费者破防之余，影石光速"道 歉"，表示大疆降价皆因自己产品太强大，对事件负全责。随后祭出100元无门槛代金券，挑衅意味 明显。 两家公司虽然都做手持影像设备，但产品功能侧重有所不同，长期以来井水不犯河水。 结果今年7月，大疆发布全景运动相机 Osmo 360 ，直接打到了影石的核心产品线。影石则发布无 人机品牌 影翎Antigravity ，准备反将一军，这才有了一连串的唇枪舌剑。 大疆的 Pocket 3、Osmo 360， 影石的 Insta360 Ace Pro 都属于"手持影像设备"，是这两年风 靡消费电子市场的新玩具，主攻手持拍摄场景，以方便携带、拍摄稳定为卖点。 典型的小众场景小众产品，却从资本市场出圈到大众舆论。原因无他， 实在是这两年消费电子市场 躺得太平。 传统市场中，手机、平板、PC这三大件增长停滞多年，品牌一个接一个从奋斗到认命 ...

Core Viewpoint - The emergence of the Doubao phone, a collaboration between Doubao and Nubia, has disrupted the AI smartphone market, showcasing advanced capabilities while sparking significant controversy and debate within the industry [6][7]. Group 1: Product Overview - The Doubao phone is technically a preview version of the Nubia M153, featuring deep integration of the Doubao assistant into its operating system, allowing for continuous operations beyond traditional voice assistants [6][7]. - The phone's market price surged from the original 3499 yuan to as high as 36,000 yuan, reflecting a split sentiment between excitement and skepticism among consumers [6]. - It has been praised for its ability to perform complex tasks across multiple applications, such as answering questions on Bilibili and making purchases, leading to comparisons with human-like interaction [6][9]. Group 2: AI Smartphone Landscape - The concept of "AI smartphones" gained traction in the second half of 2023, with major manufacturers like Samsung, Google, and Xiaomi emphasizing AI integration, but many offerings were criticized for lacking true innovation [8][9]. - Doubao's approach is more aggressive, enabling extensive cross-application operations that surpass the capabilities of existing AI smartphones, which are often limited to predefined tasks [9][11]. Group 3: Technical Pathways - The industry is divided into two main technical pathways for AI smartphones: traditional methods relying on SDK interfaces and the newer GUI Agent approach, which allows direct interaction with the screen [9][10]. - Doubao's implementation of GUI Agent technology enables it to autonomously handle tasks without relying on app-specific interfaces, a significant advancement over earlier AI assistants [10][11]. Group 4: Industry Conflict - The Doubao phone's capabilities have led to pushback from major apps like WeChat and Alipay, which have implemented restrictions to prevent automated operations, highlighting a clash between traditional app security measures and new AI functionalities [14][15]. - The core of the conflict lies in differing interpretations of user operation permissions, with apps prioritizing human-like interactions while AI systems advocate for user-authorized automation [15][16]. Group 5: Market Dynamics and Future Outlook - The AI smartphone sector is becoming a battleground for tech companies vying for dominance in the AI era, with the potential to redefine user interaction and data flow [22][23]. - The emergence of the Doubao phone has prompted major tech firms to reassess their AI strategies, leading to a competitive landscape categorized into three tiers based on integration capabilities and market responsiveness [24][25][26].

要知道，在苹果之前，包括三星、华为、小米、OPPO、vivo等知名手机厂商都曾经勇闯"咖喱"之城，也交出了很不错的答卷。只是最后的结局呢？都相当 于给印度打白工了。要么在印度的钱被冻结，要么被印度罚款，基本形成了一条"潜规则"——欢迎到印度投资，但赚的钱一分别想带走。苹果这次被重罚， 也是意料之中的事情，一个都跑不了。 临近2025年年底，苹果却遭遇了"人才外流"的困境。本以为高管先后出走，已经是令库克最头疼的事情了，没想到，更头疼的事情还在后面，苹果也难 逃"咖喱"攻击，在印度市场遭遇了重创！ 在中美科技竞争愈发激烈之时，库克做出了重大决定，要把苹果的"鸡蛋"分摊到多个篮子里，要降低对中国市场的依赖。于是乎，苹果就开始了向东南亚地 区的"大迁徙"，把iPhone产能从中国往印度、越南等地区转移。 或许库克认为自己这一招很高明，但却没想到给自己挖了个大坑。都要退休了，却闯了这么大个"祸"，真的不应该！据了解，苹果在印度新建生产线并全面 投产后，却接到了印度开出的380亿美元的巨额罚单，理由是"反垄断"。没错，依然是熟悉的理由，只是这个罚单的金额真的是"巨巨巨巨大"了，胃口不 小，相信库克看到这张罚单的时候也彻 ...

12月12日，职场社交平台脉脉高聘发布《2025年度人才迁徙报告》（以下简称"报告"）。《每日经济新闻》记者注意到，2025年1—10月，高薪岗位TOP20 的平均月薪均超过6万元，AI（人工智能）研发岗占据大半。 从企业角度来看，字节跳动的新发岗位量断层领先，美团和阿里巴巴分列二、三位，腾讯位列第四，小红书超过京东、网易、蚂蚁集团进入热招企业 TOP5。追觅成为2025年1—10月新发岗位量增幅最高的企业，增幅超过300%。 脉脉创始人兼CEO林凡在报告发布现场预测，未来3年，AI将重构岗位，人人都是程序员；未来5年，AI将重构工作流，人人都是管理者；未来10年，AI将 重构组织，人人都是CEO（首席执行官）。AI时代，用人标准也会发生变化，过去选拔能力上限高的人，在AI时代将是筛选能力下限高的人。 招聘市场回暖，AI岗位薪资上浮明显 报告显示，2025年1—10月，人才求职压力增加，新经济行业整体人才供需比升至2.23，相当于2.23个人争夺1个岗位。但从2025年6月开始，每月新经济行业 整体新发岗位量超去年同期，招聘市场逐渐回暖，新发AI岗位量爆发式增长。 数据显示，2025年1—10月，新发AI岗位 ...

Group 1 - JD is recruiting talent in the field of edge AI chips, focusing on integrated storage and computing AI chips for applications in robotics and smart home devices, offering salaries ranging from 40K to 100K times 20 [1] - OPPO is set to launch the "AI Miaot听" feature, which transforms articles into podcasts, enhancing user experience with a dual-person format and background music, catering to the growing preference for audio content consumption [1] - Baidu's founder, Li Yanhong, predicts that 2025 will be a pivotal year for AI application proliferation, emphasizing that the application layer will present the most opportunities for success [1] Group 2 - TCL's founder, Li Dongsheng, stated that AI, represented by large models and computing systems, is transitioning from concept to deep industrialization, becoming a key driver for future growth, with R&D expenses expected to reach 15 billion yuan by 2025 [2] - TCL aims to generate over 1 billion yuan in comprehensive benefits through the implementation of AI applications by 2025 [2] Group 3 - Beijing has launched its first online exhibition themed around AI science popularization, titled "Youth AI Adventure," providing resources for young people to understand and apply AI technology [3] - China Unicom held an AI industry innovation conference in Beijing, focusing on policy interpretation, capability release, case sharing, and ecosystem agreements to showcase its strategic layout and practical achievements in the AI field [4]

【天极网手机频道】年度科技旗舰华为Mate 80系列自11月底正式上市以来，不仅持续引发抢购热潮， 更打破了原有的市场竞争格局。据悉，新机以"实力破圈，开启新篇"为slogan，通过在设计美学、影像 系统、智慧交互与通信能力上的全方位革新，打破了旗舰手机的能力边界;而极具诚意的定价策略与优 惠力度，则显著降低了用户体验前沿科技的门槛，进一步巩固了华为Mate系列在高端市场的标杆地位 同时，更助力华为重回国内手机市场第一。 作为2025年高端手机市场的重磅产品，华为Mate 80系列吸引了全球消费者的高度关注。国内市场 自11月28日正式开售以来，线上电商平台多款配置迅速售罄，线下多家华为体验店门前也排起长队，重 现了久违的抢购盛况。市场热度随即转化为扎实数据：权威机构榜单显示，华为Mate 80标准版已强势 跻身2025年第48周销量前三，一举打破了iPhone 17系列自9月底以来对榜单前三的长期垄断;在华为 Mate 80系列的强势助力下，2025年第48周、49周，华为市场份额连续2周超越苹果，重新回到国内第 一的宝座。 | 排名 | 品牌 | 市场份额 | | --- | --- | --- | | ...

愿，成为推动华为整体市场份额快速回升的重要驱动力。 华为Mate 80系列上市后迅速引发市场关注，带动品牌手机整体销量大幅增长。根据最新市场数据显 示，自该系列发布以来，华为在国内市场的表现持续强劲，连续两周超越主要竞争对手，重新回到市场 份额首位。 在第48周和第49周的国内手机市场统计中，华为分别取得了27.81%和22.89%的市场份额，位居榜首。 同期，苹果和OPPO的市场份额分别为17.12%与18.65%，以及14.68%与16.36%，位列第二和第三位。 华为Mate 80系列上市后迅速引发市场关注，带动品牌手 机整体销量大幅增长。根据最新市场数据显示，自该系 列发布以来，华为在国内市场的表现持续强劲，连续两 周超越主要竞争对手，重新回到市场份额首位。 在第48周和第49周的国内手机市场统计中，华为分别取 得了27.81%和22.89%的市场份额，位居榜首。同期，苹 果和OPPO的市场份额分别为17.12%与18.65%，以及 14.68%与16.36%，位列第二和第三位。 截至2025年第48周，Mate 80系列的销量已突破37.66万 台，成为当前市场中最受青睐的旗舰机型之一。分析指 出， ...

作者 | 黄昱 编辑 | 王小娟 在AI手机战火打响近两年后，各大手机厂商并未推出真正能重塑人机交互方式的手机。 最近，作为互联网巨头的字节，通过"豆包手机"入局，让更多人直观看到了AI Agent操作手机的能力，很快大模型"六小虎"之一的智谱开源了 AutoGLM项目，并打出了"让每一台手机都能成为AI手机"的旗号。 AI手机战火升级，要想守住端侧AI这一超级入口，手机厂商们必须尽快拿出更有竞争力的产品，来抢夺用户的AI手机心智。 华尔街见闻获悉，最近，OPPO对AI中心完成新一轮组织架构调整，原小布记忆、小布助手、小布建议等核心业务将整合为"超级小布"，由新成立 的智慧产品研发部统一负责。OPPO ColorOS 智慧产品研发总监姜昱辰负责"超级小布"的打造。 有OPPO内部人士告诉华尔街见闻，此番调整旨在整合资源以强化AI系统级体验。 OPPO如今对系统级AI能力的重视毋庸置疑。 去年初，OPPO CEO陈明永曾发布内部信称，AI手机将成为继功能机、智能手机之后的第三阶段。通过AI，可以把手机的体验重新做一遍，OPPO 已做好充分准备，并专门成立了AI中心，将资源向AI集中。 在此背景下，这两年来，OP ...