不久前，我们在《去"尊贵化"，为何成了2025年年底机圈的政治正确》一文中，提及今年手机市场在造型 设计、产品取向上,普遍"去老登化"的趋势。 一方面，这当然可以理解为手机厂商"谁有钱就赚谁钱"的商业策略。但另一方面，当手机厂商决定"讨 好"年轻消费者的时候，就不可避免地会让他们陷入某个微妙的"困境"中。 那么是什么困境呢？简单来说，这就是年轻消费者对于手机"配置"的了解和追求程度，显然是要远高于年 长消费群体。特别是在如今这个年代，就算部分厂商并不太主动公布的配置细节，在各种"拆机媒体"、"横 评媒体"的帮助下，基本也很难隐瞒得住这些信息。 然而关注技术的朋友想必知道，内存频率的高低对于手机性能的发挥有着至关重要的影响。而闪存类型的 不同不仅会影响到性能，甚至对长期使用的寿命也有巨大差异。 不仅如此，在某些机型上更是可以很明显地看到厂商为了节约成本，在内存、闪存配置上搞出不同版本 的"区别对待"。比如只有顶配、最贵的版本才有高频内存；又比如，在最便宜、容量最小的版本上用 UFS3.1（而不是UFS4.0）闪存。 这种做法的"高明"之处，就在于可以在很大程度上"欺骗"哪怕是负责任的评测媒体，因为通常大家拿到的 ...

今日，字节跳动旗下 AI 助手"豆包"正式宣布进军智能手机领域，推出了豆包手机助手技术预览版。现 阶段，开发者可以在豆包与中兴合作的工程样机 nubia M153 上，体验豆包手机助手的技术预览版本。 消息面，该产品的核心突破在于搭载了具备高权限Agent能力的豆包手机助手，其拥有系统级权限，可 跨应用执行复杂指令，实现了从"点击图标"到"意图识别"的交互范式革新。合作采用分工模式：字节跳 动主导豆包大模型植入与AI交互功能定义，中兴通讯则负责硬件研发、生产制造与整机整合。首批机 型备货量约3万台，第二代产品已完成立项，计划于2026年上半年推出。 中信证券分析指出，中兴通讯与豆包的合作标志着消费电子厂商与互联网大厂的生态协同进入新阶段， 预计2026年全球AI手机渗透率将突破35%，带动产业链上下游订单增长。华创证券进一步指出，豆包大 模型作为系统级能力的深度植入，将显著拓宽AI模型的应用边界，推动AI功能在更多场景中落地。 国联民生电子团队分析，26年字节AI手机发布只是第一步，接下来META、Rokid的AI眼镜，OAI的AI 终端都将陆续面世，在产业链中，AI端侧的产业催化密集落地，相关受益标的： A ...

12月1日，据豆包官微消息，今天豆包手机助手以技术预览版的形式首次和大家见面。豆包手机助手是 豆包和手机厂商在操作系统层面合作的手机AI助手。目前，搭载豆包手机助手技术预览版的工程样机 nubiaM153少量发售。豆包表示，这只是一款方便大家体验豆包手机助手使用的工程样机。豆包没有开 发手机的计划，目前正在和多家手机厂商推进手机助手的合作落地计划。（每日经济新闻&第一财经， 泽塔） #字节称无开发手机计划# 【#字节回应与中兴合作# ：无自研手机计划，发布手机助手技术预览版】12 月1日，字节跳动向记者表示，豆包团队发布豆包手机助手技术预览版，是在豆包APP基础上与手机厂 商在操作系统层面合作的AI助手软件。豆包目前正与多家手机厂商洽谈助手合作，并没有自己开发手 机的计划。目前官方披露的手机合作厂商只有中兴手机。截至发稿，中兴通讯股价涨6.84%。 ...

格隆汇12月1日｜豆包手机助手今日发布技术预览版。豆包手机助手是豆包和手机厂商在操作系统层面 合作的手机AI助手。目前，搭载豆包手机助手技术预览版的工程样机nubia M153少量发售。 ...

Market Performance - The S&P 500 gained nearly 4% for the week, while the Dow Jones Industrial Average added more than 3%, extending their winning streak to seven months [1] - The Nasdaq Composite ended the week higher by more than 4%, but fell roughly 2% in November, ending its seven-month winning streak due to earlier selling triggered by valuation concerns about artificial intelligence [1] Company Highlights - Apple shares reached three consecutive all-time highs, driven by positive demand for the iPhone 17 series, with expectations to capture 19.4% of the global smartphone market by 2025, surpassing Samsung's expected 18.7% [1] - Broadcom achieved all-time record closes during the week, benefiting from its association with Alphabet's AI dominance and the rollout of Google's latest AI model, with shares advancing more than 18% [1] - Nvidia shares hit a nearly three-month low as some tech companies seek alternatives to its chips, but it remains dominant in the AI chip market, with a slight decline of 1% for the week [1] Retail Sector Insights - Dick's Sporting Goods reported strong quarterly results, positively impacting Nike, which saw its stock jump nearly 3% as management indicated an improving relationship with Dick's and strong performance from Nike's running line [1] Investment Activities - The company executed two trades, purchasing more shares of Palo Alto Networks after a post-earnings decline, viewing it as an opportunity due to its strong quarterly performance and strategic acquisitions [1] - Procter & Gamble shares were added to the portfolio, with expectations that they will benefit from a potential rotation out of Big Tech into more economically resilient companies [1]

Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.Apple's iPhone 17 China MomentumA recent report indicates Apple could return to its title as the top-selling smartphone maker in 2025, topping the global market share for the first time since 2011.One of the keys to bringing the title back to the tech giant is strength in ...

Market Disruptions - An outage at the Chicago Mercantile Exchange (CME) has disrupted global trading, affecting futures and options across various markets including bonds, equities, and commodities for several hours [2] Labor Market Insights - Goldman Sachs analysis indicates a further weakening of the labor market, coinciding with President Trump's call for reverse migration following a violent incident involving National Guard members [3][4] Holiday Shopping Trends - Online sales in the US during the Thanksgiving holiday are projected to increase by 6% year-over-year, reaching $8.6 billion, as reported by Salesforce [5] - Black Friday is expected to generate $78 billion in global online sales, with $18 billion coming from the US alone, marking it as the biggest day for online shopping [6] Technology and Consumer Behavior - The integration of AI in shopping is changing consumer behavior, allowing for more personalized gift suggestions, although tariffs and supply pressures are pushing prices higher on electronics and gaming consoles [10][14] - Apple is projected to surpass Samsung as the world's top phone maker, with an expected shipment of 243 million iPhones in 2025, giving it a market share of 19.4% compared to Samsung's 18.7% [14][15] Competitive Landscape - Apple's success is attributed to the launch of the iPhone 17 series, particularly in the Chinese market, while Samsung faces challenges from Chinese competitors in the low to mid-tier smartphone market [16] - Despite Apple's higher share prices, Samsung's stock performance has outpaced Apple's by nearly nine times in 2025 [18] Stock Market Insights - The discussion around value stocks highlights the importance of identifying stocks with low prices relative to earnings, assets, or cash flow, while being cautious of potential value traps [21][22] - Companies like Pfizer and Ford are examined for their stock performance and dividend yields, with concerns about their long-term growth prospects [28][30] AI and Debt Concerns - OpenAI's data center partners have accumulated around $100 billion in debt, surpassing the combined debt of major corporations like Volkswagen and AT&T, raising questions about the sustainability of this financial model [49][50] - HSBC warns that OpenAI's annual costs could reach hundreds of billions, while its projected revenue for the year is only around $20 billion, highlighting a significant financial gap [52] Market Predictions - Analysts predict a favorable environment for equities in 2026, with expectations of Fed interest rate cuts and a focus on growth over inflation [61]

Omdia报告显示，小米也正在加快其非洲长期战略，计划在未来几个月进入15个以上的新市场，并在摩 洛哥开设了首家自营品牌旗舰店，其在150美元以下机型市场持续扩张。此外，OPPO在北非巩固市场 地位，以埃及为核心枢纽，同时保持中端机型增长势头；而荣耀则在南非保持稳健增长，通过荣耀 200Lite等高性价比机型提升市场份额。 非洲智能手机市场的前景，也得到行业人士的看好。"近年来，非洲经济持续增长，互联网普及率也在 稳步提高，同时非洲拥有人口红利，产业链也在逐步完善，非洲各国政府纷纷推出政策，鼓励科技创新 和互联网产业发展，为智能手机市场创造了良好的政策环境，非洲消费者对智能手机的需求不断升级， 非洲智能手机市场前景十分广阔。"中国通信工业协会两化融合委员会副会长吴高斌对《证券日报》记 者表示。 努曼陀罗商业战略咨询创始人霍虹屹在接受《证券日报》记者采访时表示，中国手机厂商在非洲面临多 个机遇，一是性价比市场的深耕，中国企业在供应链整合和成本控制上的优势明显，可通过高性价比机 型快速占领市场份额；二是场景化创新的红利，中国企业若能针对性开发功能，有望建立差异化竞争 力；三是生态协同的机会，手机品牌可联动内容服务 ...

（原标题：开售爆卖！华为Mate 80系列溢价高于iPhone 17） 其中，Mate 80系列包括Mate 80、Mate 80 Pro、Mate 80 Pro Max、Mate 80 RS非凡大师四款机型。 得物App数据显示，Mate 80 Pro Max率先售罄，成为最受欢迎的系列，Mate 80 RS非凡大师溢价最高， 20GB+512GB的皓白色型号成交价由11999元上涨至16999元，溢价为5000元，高于iPhone17 Pro Max顶 配2TB版本最高溢价2000元。 据南方+报道，11 月 28 日，华为Mate 80系列正式开售。作为华为最新发布的年度商务旗舰手机，华为 Mate 80系列发售价达到4699元的"历史低价"，比上一代产品Mate 70整整低了800元。 ...

Core Insights - Counterpoint Research reports on global smartphone sales by operating system for Q1 2024 to Q3 2025, highlighting trends in the US, China, and India markets [1][3][4] Global Market Overview - Android maintains a leading global market share of 79% as of Q3 2025, despite a 1 percentage point decline from Q3 2024 due to increased competition [3][4] - iOS market share reaches 17% in Q3 2025, up 1 percentage point year-over-year, driven by strong initial reception of the iPhone 17 series [4] - HarmonyOS captures 14% of the Chinese market in Q3 2025, becoming the second-largest smartphone operating system in the country [4] Regional Market Analysis United States - Android holds 45% of the US market share in Q3 2025, while iOS accounts for 55%, showing a stable competitive landscape [6] China - Android's market share in China is 69% in Q3 2025, with HarmonyOS at 18%, indicating a competitive environment [9] - The Huawei Nova 14 series significantly contributes to HarmonyOS's growth, although new models face challenges due to ecosystem limitations [4] India - Android dominates the Indian market with a 92% share in Q3 2025, while iOS holds 8%, reflecting a strong preference for Android devices [10]