此外，中兴通讯拟使用自有资金10亿元-12亿元回购公司股票。公司近期发布公告称，公司已知悉近期 新闻媒体针对本公司涉及美国《反海外腐败法》合规性调查的报道。本公司正与美国司法部就有关事项 进行沟通，并将通过法律等手段坚决维护自身权益。 中兴通讯（000063）(00763)再跌超4%，截至发稿，跌3.88%，报26.74港元，成交额2.44亿港元。 消息面上，近日，字节跳动旗下AI大模型豆包手机助手，与中兴通讯合作推出"豆包手机"努比亚M153 工程机引发关注，但多款头部应用对其进行"围剿"，微信、淘宝、咸鱼及多家手机银行App陆续对豆包 手机助手弹出"安全警告"并强制退出。豆包手机助手宣布将调整部分AI能力。 ...

智通财经APP获悉，中兴通讯(00763)再跌超4%，截至发稿，跌3.88%，报26.74港元，成交额2.44亿港 元。 消息面上，近日，字节跳动旗下AI大模型豆包手机助手，与中兴通讯合作推出"豆包手机"努比亚M153 工程机引发关注，但多款头部应用对其进行"围剿"，微信、淘宝、咸鱼及多家手机银行App陆续对豆包 手机助手弹出"安全警告"并强制退出。豆包手机助手宣布将调整部分AI能力。 此外，中兴通讯拟使用自有资金10亿元-12亿元回购公司股票。公司近期发布公告称，公司已知悉近期 新闻媒体针对本公司涉及美国《反海外腐败法》合规性调查的报道。本公司正与美国司法部就有关事项 进行沟通，并将通过法律等手段坚决维护自身权益。 ...

字节跳动旗下豆包大模型与中兴合作的努比亚M153工程机12月1日以3499元的价格在中兴商城上架后迅 速售罄。数小时内，这款手机在二手平台溢价幅度已达300元至3500元不等，部分稀缺配色甚至被炒至 7000元以上。 这不是简单的硬件迭代，而是AI技术驱动下的供应链与生态关系重组，折射出字节跳动"AI赋能硬件"战 略的落地实践，同样也为市场提供了观察"模型厂商+硬件厂商"新合作模式的绝佳样本。 市场热度：从首发售罄到二手市场溢价 搭载豆包手机助手的工程样机上市后引发了强烈市场反响。这款名为努比亚M153的手机售价为3499 元，提供单一配置（16GB+512GB），在上架后迅速售罄。 首发火热只是开始，二手交易平台上的表现才真正体现了市场的狂热。数据显示，该机型在二手平台上 溢价幅度从300元至3500元不等，部分稀缺配色版本甚至被炒至7000元以上，溢价超过100%。 二手市场呈现明显的价格分层：普通配置机型溢价集中在300-800元区间，而带有完整测试权限的工程 样机，因受到数码博主和开发者群体的追捧，溢价则飙升至2000-3500元。 市场的热度很快传导至资本市场。Choice数据显示，在合作消息发布当 ...

Market Overview - The A-share market experienced a significant increase, with the Shanghai Composite Index closing above 3900 points, marking a rise of 0.65% to 3914.01 points on December 1, 2025 [3] - The total market turnover surged to 1.89 trillion yuan, an increase of 18.3% compared to the previous trading day, indicating a broad recovery in market sentiment [3] Stock Market Analysis - The technology and cyclical sectors led the gains, particularly in consumer electronics, with notable increases in smart speakers, MCU chips, and TWS headphones, rising by 5.86%, 4.88%, and 3.37% respectively [4] - The insurance sector showed a decline of 0.76%, suggesting a decrease in defensive market sentiment [4] - The upcoming Central Economic Work Conference is anticipated to provide stronger economic stimulus signals, which could benefit cyclical sectors like industrial metals and building materials [4][6] Bond Market Analysis - The government bond futures market showed mixed performance, with the 10-year contract rising by 0.12% to 108.040 yuan, while the 30-year contract fell by 0.08% to 114.37 yuan [7] - The central bank's net withdrawal of liquidity did not hinder the overall easing of the funding environment, with short-term interest rates remaining low [7][8] - The bond market is expected to remain range-bound in the short term, influenced by the upcoming Central Economic Work Conference and the evolution of credit risks in the real estate sector [8] Commodity Market Analysis - The commodity index rose by 0.93%, driven by significant gains in precious metals, with silver prices reaching a historical high and copper prices hitting a yearly peak [9][10] - The black coal market rebounded after previous declines, with coking coal and coke prices increasing by 2.86% and 2.73% respectively, supported by supply constraints and improved market sentiment [11] Trading Hotspots - Recent popular investment themes include dividend stocks due to attractive yields and risk-averse positioning, AI applications driven by accelerated capital expenditures from global tech giants, and consumer sectors benefiting from currency appreciation and market style shifts [13] - The current market is characterized as being in a policy preheating phase, with recommendations for balanced allocations between technology and dividend stocks to mitigate sector rotation risks [13]