记者丨肖潇 豆包手机助手于12月1日上线。官方介绍其与中兴通讯合作，以努比亚M153 机型为载体推出，属于定制的技术展 示"工程机"。 其核心卖点在于对日常 App 的自动化操作，包括点外卖、订机票、比价购物。甚至在媒体测评中， AI还可以代替回复微信消息、操作小程序游戏。 发布四天内，这款AI手机即被抢购一空。 在二手交易平台，不少人在转售豆包手机，有人将 售价 3499元 的豆包手 机（nubia M153 豆包手机助手技术预览版） 炒至 1.29万元 ，也有人表示上手一天用不习惯，愿意原价转让。努比 亚官网客服称，目前豆包手机已售罄，近一两周内都不会有新机上线。 编辑丨王俊 12月5日上午，"豆包手机助手"发布最新公告称， 已调整其AI操作手机的能力，重点对三类场景作出限制：刷分刷激 励、金融类使用以及游戏类使用。 某二手交易平台截图 21记者注意到，在用户交流群中，有人使用豆包手机助手在拼多多刷视频领"金币"，在抖音极速版获取流量激励，以 及尝试让 AI 代打《王者荣耀》。 目前豆包对这些场景均做出了限制。 官方解释，部分App厂商推出激励机制的初衷，是鼓励真实用户的主动交互行 为， 不希望此类设计被 ...

Core Insights - The collaboration between ByteDance's Doubao model and ZTE has officially launched, with the Nubia M153 smartphone selling out quickly at a price of 3499 yuan, leading to a surge in ZTE's stock price and market capitalization [1][3][6] - ZTE's partnership with ByteDance is seen as a significant opportunity to enhance its market position, especially as it has been in the second tier of the industry for a long time [5][6] - The market response has been overwhelmingly positive, with the Doubao smartphone experiencing significant price premiums in the second-hand market, indicating strong demand [4][6] Company Performance - ZTE's 2024 financial report shows a revenue of 121.3 billion yuan, a year-on-year decline of 2.38%, and a net profit of 8.43 billion yuan, down 9.66%, with a significant drop in Q4 net profit by 65.08% [6][8] - The collaboration with ByteDance is viewed as a critical opportunity for ZTE to alleviate financial pressures and improve its market visibility [6][8] Market Dynamics - The smartphone market is experiencing a shift, with leading brands like Huawei, Xiaomi, and others maintaining a significant market share, while the "other" segment is gradually increasing from 15.3% in 2022 to an expected 20.8% in 2024 [3][10] - The partnership allows ZTE to leverage ByteDance's AI capabilities while providing a hardware platform for the Doubao model, creating a complementary relationship between software and hardware [5][10] Competitive Landscape - The collaboration highlights a broader trend in the industry where smaller manufacturers are seeking partnerships to integrate AI capabilities, contrasting with larger brands that are developing their own systems [10][11] - The future competition in the smartphone market will focus on the depth of AI integration, adaptability to various scenarios, and overall user experience satisfaction [12]

远看是金条，近看原来是豆包。 字节跳动豆包大模型与中兴的合作于12月1日正式落地，一款售价3499元、搭载豆包手机助手的努比亚M153手机登陆品牌官方商城后迅速售罄，话题度晋升 业界顶流。 热度很快传导至二手市场。北京商报记者在闲鱼等平台搜索发现，该款产品的溢价远超预期：绝大多数卖家报价高于3499元的发售价，溢价幅度从几百元到 几千元不等，全新未拆封机型报价一度飙升至9999元，溢价超过100%。 作为参照，中兴旗下定位旗舰的努比亚Z80 Ultra发售价4999元起，"豆包手机"的价格已比肩iPhone 17 Pro Max的9999元起售价，甚至超过华为Mate 80 Pro Max 16GB+1TB顶配版8999元的定价。 市场关于中兴与字节合作的消息此前其实早有流传，两家公司并非偶然合作。此番取得的第一波阶段性成果，立刻为长期沉寂的中兴带去"飞来横财"——尽 管仅是3万台的小批量、小范围发售。 资本市场同步给出热烈反馈：中兴A股在发布当日上午便涨停封板，总市值一举突破2100亿元，创下阶段性新高。 一场合作试点的初步落地催生如此夸张的市场热度，中兴团队恐怕始料未及。北京商报记者通过中兴官方客服等渠道 ...

以下文章来源于蓝鲸科技 ，作者蓝鲸科技 翟智超 蓝鲸科技 . 上海报业集团主管主办。蓝鲸新闻科技频道官方账号。 关注互联网行业报道，以及科技热点新闻事件。 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。 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。 " 有手机行业人士向蓝鲸科技记者表示， " 对于瞄准2026年底推出第二代产品的字节与中兴而言，当前市场环境下，意味着它们将步入一个 竞争更趋白热化且消费者对价格更为敏感的复杂战场。 " 根据市场研究机构IDC预测，由于内存芯片等核心元器件成本持续高企，2026年全球智能手机出货量可能同比下滑0.9%，而平均售价则被 推高，整体市场将呈现"量缩价涨"的态势。 此外，据了解该项目的人士向蓝鲸科技记者透露，" 字节跳动目前的策略是先不直接涉足供应链，而是通过与厂商合作验证模式。选择手机 作为载体，正是基于其作为关键AI入口的战略判断。 " 字节跳动CEO梁 ...

Core Viewpoint - ZTE Corporation's stock price has declined nearly 1% after the initial market excitement surrounding the launch of its "Doubao Assistant" smartphone, which sold out quickly and even 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 and Functionality - The "Doubao Assistant" differs from traditional voice assistants by integrating deeply with the system, allowing for cross-application automation, akin to "autonomous driving" for smartphones [4][5]. - Other major manufacturers, such as Honor and Vivo, are also exploring similar AI capabilities, indicating a competitive landscape in the 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 sensitive information [7][8]. - Doubao has stated that the assistant does not store user screen content in the cloud and requires user consent to access sensitive permissions, aiming to alleviate privacy concerns [8][10]. Group 4: Industry Challenges and Future Prospects - The integration of AI assistants into smartphones faces challenges, including the need for cooperation with third-party applications and the establishment of security standards [10][11]. - 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 Viewpoint - The launch of the Doubao mobile assistant has sparked significant interest and concern regarding user privacy and the implications of AI integration in mobile devices, particularly in terms of system-level permissions and potential risks associated with data security [1][2][9]. Group 1: Product Launch and Market Reaction - On December 1, ByteDance's Doubao team released a technical preview of the Doubao mobile assistant, which led to a surge in interest in the "AI mobile concept," causing ZTE's stock to hit the daily limit up on the same day [1]. - However, ZTE's stock experienced declines of 1.73% and 4.84% on December 2 and 3, respectively, following user feedback about operational issues with the assistant [1]. - Users reported problems such as WeChat crashing and login failures when using the Doubao assistant, prompting concerns about the assistant's impact on app functionality [1]. Group 2: Privacy Concerns and Permissions - The Doubao mobile assistant has raised questions about user privacy, particularly due to its system-level permissions that allow it to read screen content, including sensitive information like bank details and chat logs [1][8]. - The Doubao team stated that the assistant requires user consent to access these permissions and does not store any screen content on the cloud [2][9]. - Experts have warned that if users rely heavily on AI assistants, it could lead to a significant reduction in the value of app user entry points and advertising revenue, potentially disrupting the current internet business model [2]. Group 3: Industry Context and Competitors - Other major smartphone manufacturers, including Huawei, Xiaomi, and OPPO, have also been developing AI assistants, indicating a competitive landscape where Doubao is not the first mover [4][5]. - The Doubao assistant is designed to perform complex tasks across applications, surpassing the capabilities of existing mobile assistants, which often require user intervention for complex operations [5][6]. - Analysts suggest that while established brands may not adopt third-party AI solutions, smaller manufacturers might find partnerships with AI companies like ByteDance to be a practical choice [6]. Group 4: Technical Aspects and Future Implications - The Doubao assistant utilizes high-level system permissions, such as "INJECT_EVENTS," which allows it to perform seamless cross-application operations, enhancing user experience [7][8]. - The reliance on screen reading capabilities raises concerns about data privacy, as the assistant must access personal information to function effectively [8]. - The current state of AI assistants is still evolving, with many limitations, and the industry is in an exploratory phase regarding the integration of AI into mobile interactions [6].

转自：开源中国社区（oschina2013） 豆包和中兴通讯近日宣布，搭载"豆包手机助手"技术预览版的工程样机努比亚 M153 已少量发售。 开发者 @wuxianlin 对这款"豆包手机"的工程样机进行系统拆包后发现了 Smartisan、SmartisanOS 相关的代 码。 | 84 | | | 94 | | | 97 | | | 100 | | | 103 | | | 111 | | | 114 | | | 115 | | | 116 | | | 117 | | | 118 | | 另外，博主 @白徵明 还发现，该手机内置的铃声里有"米店"（"米店"是锤子手机的内置手机铃声之一）。 根据公开信息， 字节跳动于 2018 年底收购锤子科技坚果手机团队及部分专利 。 "豆包手机助手"的主力研发团队是字节负责 AI 硬件的 Ocean，它隶属于字节 AI 产品大部门 Flow， 长期探 索"大模型+超级 App+硬件终端"的三位一体布局。此次与中兴的合作正是该战略在手机领域的重要落子。 该团队 主要成员来自字节多年来先后收购的一些硬件产品团队，如锤子手机、VR 头显 PICO、智能耳机 ...

深圳商报首席记者 袁静娴 12月3日，多位网友在社交平台上反馈，搭载豆包助手的努比亚M153工程机（即"豆包AI手机"）登录微 信时，页面弹出"登录环境异常，需更换设备重新登录"的警告。部分用户更换账号后虽能临时登录，但 传输聊天记录时再次被强制下线。更关键的是，若通过豆包助手操作微信功能（如发送消息），系统直 接提示"任务失败"，并标注"实验室功能暂不支持微信操作"。 目前，豆包团队的工作人员建议用户暂停相关功能，并下线了操作微信的能力。腾讯微信客服则表示， 关于豆包助手手机登录微信的问题，目前网页版登录功能已调整，建议用户通过微信PC端使用。 nubia M153豆包手机助手技术预览版（以下统称"豆包AI手机"）由中兴通讯（000063）和字节跳动共同 开发，其中字节旗下的豆包主导AI手机的产品定义与体验，中兴通讯旗下努比亚主导硬件研发设计及 生产制造。 上架一抢而空 二手平台溢价千元 该手机于12月1日正式发布，在中兴商城上架后很快售罄。二手交易平台上，nubia M153的搜索量也持 续上涨，价格水涨船高，一度溢价数千元。 一款工程样机，还处于技术预览，为何能引起众多消费者兴趣？根据官网信息，硬件方面 ...

Core Viewpoint - ZTE Corporation's stock price surged significantly following the launch of the "Doubao Assistant" technology, indicating strong market interest and potential for growth in the AI smartphone sector [1][20][21]. Group 1: Stock Performance and Market Reaction - On December 1, ZTE's stock closed at 46.3 CNY per share, reaching the daily limit, while its Hong Kong stock rose by 13.94% to 35.8 HKD per share [1]. - The market's positive response is attributed to ZTE's collaboration with Doubao, which has generated excitement around the new smartphone features [1][5]. - The first "Doubao Assistant" phone sold out quickly, with second-hand prices rising significantly, indicating strong demand [6][21]. Group 2: Collaboration and Technology - ZTE's partnership with Doubao focuses on integrating AI capabilities into the smartphone operating system rather than developing a standalone product [5][32]. - The Doubao Assistant allows users to perform complex tasks with simple voice commands, enhancing user experience and efficiency [10][19]. - This collaboration represents a new model for smartphone manufacturers to leverage AI technology, potentially leading to a win-win situation for both parties [8][36]. Group 3: Market Position and Historical Context - ZTE has struggled in recent years to maintain its market position, with its consumer business accounting for only 24.09% of total revenue in the first half of 2025 [29]. - The company has faced significant challenges, including losses and market share decline, particularly after 2018 [28][29]. - The introduction of the Doubao Assistant may provide ZTE with a much-needed opportunity to revitalize its brand and sales [31][43]. Group 4: User Experience and Functionality - The Doubao Assistant offers seamless integration across applications, allowing users to execute tasks without switching between apps, which is a significant improvement over existing AI assistants [12][14]. - Users have reported that the assistant can perform tasks like price comparisons and setting reminders with minimal input, showcasing its advanced capabilities [15][19]. - However, there are concerns regarding the assistant's performance and potential privacy issues, as it requires access to various applications [37][41]. Group 5: Future Outlook and Challenges - While the initial response to the Doubao Assistant has been positive, both ZTE and Doubao face ongoing challenges, including competition and user expectations [9][31]. - The success of this collaboration could influence other smartphone manufacturers to explore similar partnerships, potentially reshaping the industry landscape [36][43]. - The long-term viability of this model remains uncertain, as user curiosity may wane and demands for product functionality increase [31][43].

Core Insights - Doubao Mobile Assistant faced restrictions on WeChat shortly after its launch, with users receiving messages about abnormal login environments, leading to the suspension of WeChat operations within the app [1] - The Doubao Mobile Assistant was officially launched on December 1, primarily designed for the Nubia M153 phone, which is not mass-produced and is currently sold out [1] - Doubao aims to collaborate with phone manufacturers on operating systems rather than entering the smartphone manufacturing market [1] Group 1 - Doubao Mobile Assistant allows users to automate tasks such as ordering food, booking flights, and responding to WeChat messages without occupying screen time [1] - The AI-driven task execution may trigger security measures in third-party apps, as it operates through accessibility interfaces that could be mistaken for bot accounts [3] - Other smartphone manufacturers, including Vivo and OPPO, have also faced similar restrictions with their AI assistants being blocked by apps like WeChat and Bilibili [3][4] Group 2 - OPPO's AI assistant features, such as "AI One-Key Flash Note," have been limited due to WeChat's restrictions, requiring users to manually record expenses [4] - Amazon has taken legal action against Perplexity AI for allegedly bypassing its security measures, raising concerns about user privacy and data security [4] - Perplexity AI responded to Amazon's lawsuit by claiming that large platforms should not interfere with how users utilize AI tools [4]