11月27-28日，被誉为"年度科技与商业风向标"的36氪WISE2025商业之王大会，在北京798艺术区传导 空间落地。 今年的WISE不再是一场传统意义上的行业峰会，而是一次以"科技爽文短剧"为载体的沉浸式体验。从 AI重塑硬件边界，到具身智能叩响真实世界的大门；从出海浪潮中的品牌全球化，到传统行业装上"赛 博义肢"——我们还原的不仅是趋势，更是在捕捉在无数次商业实践中磨炼出的真知。 我们将在接下来的内容中，逐帧拆解这些"爽剧"背后的真实逻辑，一起看尽2025年商业的"风景独好"。 科技促新 用科技做品牌创品类圆桌 以下为圆桌对话内容，经36氪整理编辑： 刘晓辉丨尼尔森IQ中国区高级研究总监（主持） 何嘉斌丨萌友智能联合创始人&CEO 张强丨趣丸科技人工智能首席科学家、趣丸千音CTO 骆洁｜星世线STARAY创始人 全球3D打印消费品品牌开创者 柯彬丨华硕电脑（上海）有限公司 副董事长 刘晓辉：现场的各位来宾，还有各位同仁，当然在座也有很多我们的客户，还有台上的嘉宾，大家上午 好！ 非常荣幸我今天能够来到现场，我是来自于NIQ的刘晓辉，我平时是一个研究人员，今天我来到这个场 的时候，就感受到了一种赛博朋克 ...

（原标题：AI手机遭"抵抗"，便利和安全起冲突了？） 21世纪经济报道记者孔海丽 北京报道 科技圈大事件，"AI手机"火了，安全性问题也吵翻了。 字节冲锋，腾讯、阿里、网银开团。 简单说，中兴通讯旗下的努比亚手机，里头装了"豆包手机助手"，它能直接替我们操作其他APP，替用 户回微信、代刷淘宝。 AI手机一面世就售罄，二手市场加价疯抢。 并且，有技术人员透露，努比亚手机用自己的系统私钥签名，把豆包手机助手设置成了操作系统的一部 分，单独开设了属于上帝之手级别的操作系统高危权限，让AI体验更丝滑。 不过，这个权限一旦交出，就等于把手机控制权，交给了这个"数字替身"。 12月3日，豆包手机助手回应了"侵犯隐私"问题，称豆包手机助手确实获得了系统级权限，但是，都需 要用户主动授权才能进行操作，支付、身份验证登敏感操作需要人工接管，不会在云端存储用户屏幕内 容并用于大模型训练。并且特意强调，这款AI手机不面向普通消费者。 抖音集团副总裁李亮也在微博强调，只要是用户许可就不存在侵犯隐私的行为。 一款探索性产品，遇到市场这么大的反应，有人说是大厂之间的生态壁垒，是商战。实际上，面对AI 新物种，大厂和公众都是既兴奋，又恐 ...

0:00 安装的#科技怪界[超话]# 美国家庭的电视安装，居然是这样 ...

Group 1 - The article highlights that the second half of the year, especially Q4, is typically the peak sales season for consumer electronics, driven by new product launches, global shopping festivals, corporate procurement, and year-end bonuses [3][4] - The iPhone 17 series has shown impressive sales performance, surpassing its predecessor by 14% within just ten days of its launch in the Chinese and American markets, contributing to Apple's stock reaching its annual peak [3] - Apple's earnings guidance indicates a projected revenue growth of 10% to 12% year-over-year for the next fiscal quarter (September to December), which would mark the company's best quarterly performance in history [4] Group 2 - The analysis shifts focus to the supply chain supporting Apple's sales performance, referred to as the "fruit chain" [5]

硬氪独家获悉，前安克创新全球CMO、中国区总裁王时远离职后创业，成立"穗升科技"；公司聚焦AI录音硬件赛道，依托软硬件 结合方案实现记忆管理与行动的闭环。 近日，穗升科技已完成数百万美金天使轮融资，本轮融资由红杉中国种子基金领投、安克创新联合创始人高韬跟投，高鹄资本担 任独家财务顾问。首款产品预计将于2026年在欧美市场正式发布。 以下文章来源于硬氪 ，作者黄楠 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 首款产品计划于2026年面向欧美市场发布。 文 ｜ 黄楠 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ Pixabay 穗升科技于2025年8月成立。创始人王时远2015年加入安克创新任全球CMO、主导全球品牌与营销工作，2020年起转任中国区总 裁。核心高管长期在欧美负责AI研发工作，曾领导全球化团队完成多产品的AI应用落地。此外，还有多位团队核心成员来自安克 创新、华为、腾讯等头部科技大厂，兼具智能硬件、AI算法、AI智能体等软硬件产品开发经验及全球商业化经验。 从产品策略层面来看，穗升科技聚焦于"AI记忆"赛道。当下，国内市场的AI录音类产品正陷入同质化困境 ...

嘻疯 发自 凹非寺 量子位 | 公众号 QbitAI "豆包手机"刚发售， 火到 3万 台首批备货被一抢而空 。 甚至还有不少人在海鲜市场上溢价转卖，加价1500、直接翻倍的都有： 关键这还是在官方明确表示 各种功能体验还不够完善的情况下 …… 说的就是 搭载 豆包 手机助手技术预览版的工程样机nubia M153 。 不久前，字节豆包团队刚传出了要和中兴合作打造AI手机的消息，随后脚第一代产品就上架了。 nubia M153以 售价3499元 ，仅面向想要体验豆包手机助手的行业人士少量发售 。 官方明确表示，在软件方面，" 尚无法保证成熟手机产品的功能完善度 " ， 比如影像等功能可能和市场主流旗舰机存在差距。 nubia M153的软件，大概每两周会进行一次更新。 目前，各方的实测体验也相当丰富，玩法涵盖跨App指令操作等多种场景。不少开发者和行业人士评价称"豆包勾勒出了AI时代手机的雏形"。 也有用户反馈，从实际操作时长来看，豆包助手目前的执行速度仍略慢于人工操作，但优势在于能显著减少用户的筛选和决策成本。 除此之外，据供应链消息人士向蓝鲸新闻透露，这次"豆包手机"确实是试水市场，"售罄后并未追加物料采 ...

转自：贝壳财经 【#豆包手机第一代或将不再批量生产#】#豆包手机第二代已启动研发# 一名供应链人士向蓝鲸科技记者证实，"字节跳动此次确实是试水市场，手机备货量不多，首批产品约3 万台的备货。"同时，"此轮售罄后项目方并未追加物料投入。"这也意味着短期内市场流通量将保持固 定。 尽管未扩大首批规模，但项目并未止步。一位接近中兴通讯的人士向蓝鲸科技记者透露，"该项目内部 高度保密，中兴通讯在合作中处于乙方角色，大家对这个项目非常谨慎。"上述供应链人士进一步透 露，"字节跳动与中兴通讯第二代产品已启动研发，在未出现其他变量因素情况下，预计于2026年底出 货。"@蓝鲸新闻 豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。而最新， 据蓝鲸科技记者独家了解，伴随官方宣告售罄，作为豆包手机第一代产品或将不会再继续批量生产。 ...

Core Viewpoint - Apple Inc. is experiencing a significant increase in iPhone 17 base model units, leading to a raised price target from $315 to $325 while maintaining a "Buy" rating [1][2]. Group 1: Price Target and Ratings - Loop Capital analyst Gary Mobley raised the price target on Apple stock to $325.00 from $315.00, maintaining a "Buy" rating [1]. - The price target adjustment is based on updated iPhone estimates reflecting unit and average selling price (ASP) changes [2]. Group 2: iPhone Unit Estimates - Apple is projected to see an increase of approximately 22 million units for the iPhone 17 base model from the December quarter through the June quarter compared to previous estimates [2]. - There is a noted decrease in the iPhone 16 Pro/Pro Max models, which have been discontinued, and adjustments are being made for the iPhone 17 Air [3]. Group 3: ASP Adjustments - The firm is lowering ASPs across all models to better reflect Apple's subsidy absorption with carrier partners [3]. - iPhone 18 models are also being incorporated into the estimates [3].

Core Viewpoint - ZTE Corporation's stock has declined nearly 1% after the initial excitement surrounding the launch of its "Doubao Assistant" smartphone, which sold out quickly and saw a price premium on second-hand platforms [1][4]. Group 1: Product Launch and Market Reaction - ZTE announced the limited release of the nubia M153 smartphone featuring the "Doubao Assistant" technology, priced at 3499 yuan, which led to a stock price surge and rapid sell-out [1][4]. - The "Doubao Assistant" is designed to enhance user interaction with smartphones by enabling multi-modal question answering and automatic price comparison across e-commerce platforms [1][4]. Group 2: Technology Comparison - The "Doubao Assistant" differs from traditional voice assistants by integrating deeply with the system, allowing for cross-application automation, akin to a "self-driving" mode for smartphones [4][5]. - Other major manufacturers like Honor and Vivo have also been exploring similar AI capabilities, indicating a competitive landscape in the smartphone AI assistant market [4][5]. Group 3: Privacy and Security Concerns - There are concerns regarding user data security and privacy, as the "Doubao Assistant" requires extensive permissions to function effectively, including reading user screens and accessing personal data [7][8]. - Doubao has stated that the assistant does not store user data on the cloud and requires user consent to access sensitive information, aiming to alleviate privacy concerns [8][10]. Group 4: Industry Dynamics and Challenges - The competition among smartphone manufacturers, AI model developers, and traditional app providers is intensifying, with a focus on controlling data access and user interactions [11][13]. - The current state of the "Doubao Assistant" is described as a "technical preview," indicating that it is still in the exploratory phase and not yet ready for mainstream consumer use [13][14].

Core Insights - Russia has imposed restrictions on Apple's FaceTime video-calling app, which has gained popularity in the country following the government's limitations on WhatsApp and Telegram call services [1] Group 1 - The Russian government has previously restricted WhatsApp and Telegram, leading to increased usage of FaceTime [1] - The introduction of restrictions on FaceTime indicates a broader trend of regulatory actions against foreign technology companies operating in Russia [1]