Core Viewpoint - Users of Nubia M153 reported issues with WeChat crashing when using Doubao Phone Assistant, raising concerns about the software's functionality and security [1][2][3] Group 1: Product Overview - Nubia M153 is an AI phone developed by ZTE in collaboration with ByteDance, featuring the Doubao Phone Assistant at a price of 3499 yuan [1][2] - Doubao Phone Assistant is an AI software that enhances user interaction and experience, built on the Doubao APP and developed in partnership with mobile manufacturers [1][2] Group 2: Technical Issues - Users confirmed that the Doubao Phone Assistant caused WeChat to crash or become inaccessible during operation [1][2] - The engineering version of Doubao Assistant can currently use WeChat, but the functionality to operate WeChat has been disabled [3] Group 3: Permissions and Security - Doubao Assistant has the INJECT_EVENTS permission, which allows it to simulate user input events, categorized as a high-risk permission in Android [3] - Doubao stated that the permissions are disclosed in their privacy policy and that the assistant's operations require user authorization and supervision [2][3] - Industry insiders noted that INJECT_EVENTS is a common permission for mobile assistants, with other brands like Xiaomi and Honor also utilizing it [4]

Core Viewpoint - GoPro has been a declining asset over time, with its stock performance lagging significantly behind the S&P 500 index across various timeframes [1][2]. Performance Analysis - Over the past five years, GoPro's stock has declined nearly 78%, contrasting sharply with the S&P 500's 86% rise [5]. - In the one-year timeframe, GoPro's stock outperformed due to its status as a meme stock, leading to significant fluctuations driven by online speculation [6][7]. Financial Performance - In 2021, GoPro achieved a revenue increase of 30%, primarily due to a shift to direct-to-consumer sales, but this was the peak, with revenue declining in subsequent years [8]. - In Q3 2025, GoPro's revenue fell by 37% to under $163 million, and the net loss deepened to nearly $14 million from $463,000 in the same quarter the previous year, missing analyst estimates [9]. Business Model and Market Position - GoPro has diversified its revenue streams through subscriptions and services, increasing from $82 million in 2022 to $107 million in 2024, but remains fundamentally a niche camera manufacturer [10]. - The company's cameras, while initially impactful, face competition from smartphones that meet most consumer needs, indicating a lack of evolution in its product offerings [11].

Core Insights - The discovery of Smartisan remnants in the Doubao mobile system indicates a connection to the legacy of Smartisan Technology, suggesting a blend of past innovations with new developments in mobile technology [1][3]. Group 1: Company Background - Doubao mobile system is developed in collaboration between ZTE and ByteDance, with ByteDance leading the AI mobile assistant product definition and experience, while ZTE's Nubia handles hardware development and manufacturing [1]. - Smartisan Technology, founded in June 2017 with a registered capital of 200 million yuan, has shifted its focus after the departure of its founder, Luo Yonghao, who has since ventured into AI startups [1]. Group 2: Product Features - The Doubao mobile system includes classic Smartisan ringtones, such as "Mi Store," indicating a nostalgic element for users familiar with Smartisan products [1][3]. - The first phone featuring the Doubao mobile assistant technology is the Nubia M153, showcasing a blend of AI capabilities and traditional mobile features [1]. Group 3: Leadership Changes - Luo Yonghao stepped down as the executive director and general manager of Smartisan Technology in September 2022, with Guan Zhiliang taking over the role [1]. - Luo has launched a new AI startup project named Jarvis, which went live overseas earlier this year [1].

Group 1: Tablet Market Overview - The Chinese tablet market continues to show strong momentum, with Q3 2025 shipments increasing by 9% year-on-year to 8.8 million units, characterized by a split between domestic brands leading and Apple declining [1] - Huawei leads the market with a shipment of 2.7 million units and a 31% market share, growing 21% year-on-year, while Apple's iPad shipments fell 14% to 2 million units, reducing its market share from 29% to 23% [1] - Domestic manufacturers collectively hold 77% of the market share, up 5 percentage points from the previous year, with Xiaomi and Lenovo each shipping 900,000 units and Honor at 600,000 units [1] Group 2: Challenges for Apple - Apple's iPad faces multiple challenges in the domestic market, including competition from local tablets priced between 2,000-3,000 yuan that offer superior specifications [1] - The lack of product innovation and extended iteration cycles for the iPad, despite the strong performance of the M chip, make it difficult to compete with localized innovations from Huawei and Lenovo [1] Group 3: Future Market Projections - Omdia forecasts that the tablet market will grow by 12% to 35 million units by the end of 2025, driven by aggressive product launches and pricing strategies from domestic manufacturers [2] - However, a market adjustment is expected in 2026, with a projected decline of 9% to 32 million units [2] Group 4: PC Market Overview - In Q3 2025, the Chinese PC market saw a 2% year-on-year increase in shipments, reaching 11.3 million units, with desktop shipments growing by 8% to 3.3 million units, primarily driven by strong demand in the commercial sector [2][3] - Lenovo remains the market leader with a 39% share, shipping 4.4 million units, while Huawei's shipments declined by 7% to 1 million units, reducing its market share to 9% [3] Group 5: Future Projections for PC Market - Omdia anticipates a 5% year-on-year growth in the PC market by the end of 2025, reaching 41.5 million units, supported by robust commercial procurement and steady consumer demand [5] - The trend is expected to continue into 2026, although a slight decline of 2% is projected due to weakening consumer demand [5] - The adoption of AI is accelerating in both consumer and commercial markets, with 32% of PCs in Greater China expected to have AI capabilities by 2025, increasing to 46% by 2026 [5]

【环球网科技综合报道】12月3日消息，行业分析机构Omdia最新数据显示，2025年第三季度，中国PC 市场同比增长2%，达到1130万台。 展望未来，Omdia预计到2025年底，中国PC市场将同比增长5%，达到4150万台。增长动力来自上半年 稳健的消费需求和强劲的商用采购。预计这一趋势将延续至2026年，但由于消费需求进一步走弱，市场 预计将小幅下降2%。平板电脑市场预计在2025年底增长12%至3500万台，这一增长主要受国内厂商激 进的产品发布与定价策略带动；但在2026年，随着市场调整，出货量预计将回落9%至3200万台。（思 瀚） 根据Omdia发布的数据，台式机（包括台式工作站）出货量达到330万台，同比增长8%，主要由商用市 场强劲需求推动，该市场出货量增长了9%。笔记本（包括移动工作站）出货量维持在800万台，基本与 去年持平。 来源：环球网 此外，平板电脑市场继续保持强劲势头，出货量同比增长9%至880万台。Omdia分析师表示，持续的折 扣活动以及厂商直接提供补贴后价格，使平板电脑对中国消费者来说依然具备极高吸引力。华为、小米 和联想等厂商今年以来不断扩展更为多样化的产品组合，覆盖从基 ...

【环球网科技综合报道】12月3日消息，据MacRumors报道，苹果Apple Music上线完整版 2025 年度音 乐回忆，让用户可以回顾过去一年的听歌习惯。 用户还可以查看 2025 年在 Apple Music 上收听歌曲的总时长、收听的歌手总数、最喜欢的音乐类型等 等。 外媒表示，Apple Music 今年的年度音乐回忆提供了更多信息，包括过去一年里让用户耳目一新的新歌 手、用户年复一年都会反复欣赏的歌手，还有那些重回用户歌单的歌手。（思瀚） 年度音乐回忆包含两个主要部分。首先，它会生成一个完整的年终歌单，其中包含用户在过去一年中收 听次数最多的 Apple Music 歌曲；其次，它会生成一个精彩集锦，其中包含图片和视频，方便用户在社 交媒体平台上分享。 来源：环球网 ...

现在的AI 如果不被手机操作系统接纳，就只能是一个聊天机器人玩具；只有进入系统底层，才能成为 真正的"助手"。 在AI的时代，传统的APP孤岛会被彻底击穿。当然，这条路注定充满荆棘。这背后更 深层次的问题是权限。 豆包官方表示，在手机助手的落地路径上，没有自研手机计划，目前正与多家手机厂商洽谈，以"生态 合作"形式将豆包手机助手整合进不同品牌机型中，相关进展将在后续公布。 这一战略背后，是字节跳动对AI时代人机交互入口的全面争夺。字节正在积极探索硬件入口，以手机 为代表的智能终端，是AI最直接的落地场景。 当下的主流手机厂商纷纷自研端侧AI，比如苹果的Siri、三星的Bixby、华为的小艺、小米的小爱。今年 10月份vivo、OPPO、荣耀扎堆发新品，手机AI智能体成为了主打卖点。 主流手机厂商这种"生态系统闭环"策略，让大模型厂商急需找到属于自己的端侧入口，集成和释放AI能 力。豆包此次选择以"AI手机助手"形态切入，正是看准了这一点。 2025年9月，手机厂商AI助手用户规模达到了5.35亿，这是检验上游端侧模型技术的"试金石"。当下， 手机AI助手的行业趋势是从"功能模块"升级为"生态中枢"，通过系统级 ...

值得注意的是，面对潜在的竞争变局，现有厂商正在加速探索多折叠形态。三星近期推出的Galaxy Z TriFold被定位为战略性试点产品，虽出货量有限，但其主要意图在于全面商用前验证多折叠架构的耐 用性与软件适配，以此巩固其在技术层面的护城河，为应对未来更激烈的市场竞争做足准备。 针对未来的市场走向，机构预测2025年全年折叠屏出货量将实现约16%的同比增长。行业普遍认为， 2026年将是折叠屏市场的关键爆发期，届时苹果有望携折叠屏产品入局，并在iPhone庞大用户基础的推 动下，开启新一轮高端换机周期。 凤凰网科技讯 12月3日，据市场调研机构Counterpoint Research发布的最新报告显示，2025年第三季度全 球折叠屏智能手机市场迎来显著增长，出货量同比增长14%，创下该品类历史季度新高。随着技术成熟 与高端市场渗透率提升，折叠屏手机在全球智能手机出货量中的占比已攀升至2.5%。 本季度市场的强劲表现主要得益于头部厂商的产品迭代。三星Galaxy Z7系列凭借机身减重、厚度缩减 以及铰链耐用性的提升，成为推动书本式折叠机型扩张的核心动力；华为Mate系列亦保持了稳定的增 长势头。在翻盖式折叠屏 ...

Core Insights - The Quark AI glasses by Alibaba are positioned as the closest product to the concept of "future glasses," focusing on user comfort and daily wearability rather than just technical specifications [2][5]. Product Design and Features - The Quark S1 glasses weigh only 51 grams, achieving a balanced weight distribution with a 1:1 ratio between the front and back, ensuring stability and comfort during use [2]. - The design includes adjustable nose pads, making it more suitable for Asian facial structures, and features the thinnest arms among similar AI glasses at just 7.5 millimeters [2]. Market Positioning and Pricing - The S1 series offers three models starting at a price of 3,799 yuan, while the G1 series, which emphasizes fashion and portability, starts at 1,899 yuan [5]. - The glasses integrate with the Qianwen AI assistant, providing functionalities such as payment, navigation, and travel information, enhancing their utility in various scenarios [5].

（责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 12月3日上午，A股三大指数走势分化，上证指数盘中下跌0.03%，通信、有色金属、家用电器等板 块涨幅靠前，传媒、国防军工跌幅居前。消费电子个股分化，截至10:15，消费电子ETF（159732.SZ） 下跌0.28%，其成分股彩虹股份上涨6.23%，安克创新上涨3.59%，晶合集成上涨2.81%，胜宏科技上涨 2.03%。然而，传音控股、佰维存储等表现不佳，其涨跌幅分别是-6.44%、-4.20%。 11月27日，阿里夸克AI眼镜正式发布，首发推出S1、G1两个系列共六款单品，六款AI眼镜均搭载 阿里最新的千问AI助手。此外，夸克深度融合阿里千问AI助手，联合阿里生态，构建起覆盖搜索、导 航、支付、商旅等垂类使用场景，突破了AI眼镜当前面临的生态困境，例如夸克联合支付宝，实现眼 镜直接扫码支付，联合淘宝实现商品搜索比价，并联合飞猪、 ...