新浪科技讯 12月16日晚间消息，豆包手机助手官方发布声明称，豆包手机助手发布后，受到了社会各 界的广泛关注，大家的热情超乎我们的想象。原本我们合作方nubia基于技术预览少量备货生产的nubia M153手机，目前已经完全无法满足已申请的F码需求。 官方表示，F码的申请已经停止，已经领取到F码的朋友请在有效期内尽快完成下单，我们会尽快协调 发货。同时，官方强调，首批货源已售罄，近一两周内暂无机器可供销售（此前行业内传闻的备货数量 官方表示，F码的申请已经停止，已经领取到F码的朋友请在有效期内尽快完成下单，我们会尽快协调 发货。同时，官方强调，首批货源已售罄，近一两周内暂无机器可供销售（此前行业内传闻的备货数量 责任编辑：何俊熹 新浪科技讯 12月16日晚间消息，豆包手机助手官方发布声明称，豆包手机助手发布后，受到了社会各 界的广泛关注，大家的热情超乎我们的想象。原本我们合作方nubia基于技术预览少量备货生产的nubia M153手机，目前已经完全无法满足已申请的F码需求。 均不准确），后续销售相关事项如有新进展，将会跟在社区或者微信公众号和大家同步。 12月初，字节跳动旗下AI大模型豆包上线手机助手，并与 ...

Core Viewpoint - ZTE Corporation's stock has experienced significant declines, with A-shares dropping over 7% and H-shares falling more than 8% due to unfavorable rumors despite initial positive market reactions to the launch of the Nubia M153 AI phone [2][4]. Stock Performance - ZTE's A-shares fell by over 7%, while H-shares dropped by more than 8% [2][4]. - The ZTE Far East Six Five Call A option saw a decline of over 25%, having halved in value within a few trading days [2]. Market Reactions - The launch of the Nubia M153 AI phone, developed in collaboration with Doubao, initially boosted ZTE's stock performance [2]. - However, negative rumors led to a sharp decline in stock prices shortly after the positive market response [2]. Shareholder Actions - There is a noticeable divide among major shareholders regarding ZTE's stock, with many foreign investors reducing their holdings during the stock's rise [5]. - BlackRock's long position in ZTE's H-shares decreased to 6.80% as of September 30, down from 7.96%, marking the second reduction in eight days [6]. - JPMorgan Chase & Co. and UBS also reduced their holdings in ZTE's H-shares, indicating a trend of divestment among institutional investors [7]. Institutional Holdings - As of the third quarter, ZTE remains a heavily held stock among institutions, with approximately 210 institutions holding 1.455 billion shares, although this represents a reduction of about 82.22 million shares compared to the previous quarter [9][10]. - The cumulative holding ratio among institutions decreased to 36.13% from previous levels [10]. Positive Developments - ZTE has also seen positive developments, such as the successful launch of the Nubia M153 phone, which sold out quickly [9]. - The company is involved in significant projects, including the development of a domestically produced chip for electric vehicles in collaboration with GAC Group [9]. Analyst Outlook - Tianfeng Securities maintains a "buy" rating for ZTE, citing its leadership in the domestic ICT sector and its expansion into IT and AI capabilities [10]. - The adjusted profit forecasts for ZTE from 2025 to 2027 are 7.725 billion, 9.029 billion, and 10.459 billion yuan, respectively, with corresponding EPS estimates of 1.61, 1.89, and 2.19 yuan [10].

Core Viewpoint - ZTE Corporation's stock has experienced significant declines, with A-shares dropping over 7% and H-shares falling more than 8% due to negative rumors affecting market sentiment [2][4]. Stock Performance - ZTE's stock price saw a sharp decline following the release of unfavorable news, with its related warrants plummeting over 25% in a short period [2][4]. - The stock price of ZTE was reported at 29.120, reflecting a decrease of 7.96% [4]. Shareholder Activity - There is a noticeable divergence in the attitudes of major shareholders towards ZTE. Notably, foreign investors have been reducing their holdings in ZTE's H-shares [5]. - BlackRock's holdings in ZTE's H-shares decreased from 7.96% to 6.80% as of September 30, marking a reduction of 1.16 percentage points [5]. - JPMorgan Chase & Co. and UBS have also reduced their stakes in ZTE, with JPMorgan selling 1.6921 million shares and UBS reducing its holdings by 1.4697 million shares [5]. Positive Developments - Despite the stock decline, ZTE has announced several positive developments, including a collaboration with ByteDance on the AI phone Nubia M153, which quickly sold out after its launch [6][7]. - ZTE's partnership with GAC Group has led to the introduction of a domestically designed SOC chip for smart electric vehicles, enhancing its position in the automotive sector [7]. Institutional Holdings - As of the end of September, approximately 210 institutions held a total of 1.455 billion shares of ZTE, although this represents a reduction of about 82.225 million shares compared to the previous quarter [8]. - The cumulative holding ratio of institutions decreased to 36.13% from 38.17% in the previous quarter [8]. Analyst Outlook - Tianfeng Securities maintains a "buy" rating for ZTE, citing its leadership in the domestic ICT sector and its strategic shift towards IT and AI capabilities [8]. - The adjusted profit forecasts for ZTE from 2025 to 2027 are 7.725 billion, 9.029 billion, and 10.459 billion respectively, with corresponding EPS estimates of 1.61, 1.89, and 2.19 [8].

【#抖音副总裁回应豆包手机发布#】@抖音集团李亮 今天在微博发文，谈及豆包与中兴最近联合发布 的努比亚 M153 手机，该机搭载豆包手机助手技术预览版，内置的助手可直接代替用户操控手机。 李亮表示，AI 带来的变革是真实存在的，用户的需求也是真实存在的。豆包和中兴的探索是一个开 始，无论这次是不是成功，AI 都一定是未来。 ...

撞上微信的"风控墙"后，豆包助手被越来越多的App拦在门外。 南都记者实测发现，截至12月5日，QQ、支付宝、淘宝、淘宝闪购、高德地图、拼多多、建行、农行等App，均限制豆包助手进行自动化任务操作。即使在 手机设置中关闭豆包助手功能，部分App依然无法登录。许多App厂商也并不认可有对豆包助手采取针对性风控措施。 这款字节跳动发布一周的AI手机智能体，先是引起外界对其自主操作任务能力的赞许，继而陷入舆论漩涡。 根据实测，凭借与中兴努比亚的深度"联姻"，豆包助手拿到一般App无法获取的更高层级操作系统权限。这是其能像人一样使用各款App的技术基础，从而 帮人类代劳完成诸多任务。便利背后，豆包助手也因此被质疑调用系统级敏感权限，让用户隐私有被侵害之虞。 豆包助手还可能改变用户使用手机的习惯。努比亚M153手机为豆包助手专门配置了物理按键。用户长按该键即可唤醒豆包助手，通过语音发出指令，豆包 助手便会调用手机桌面上的相应App去执行任务。这一过程中，豆包助手成为流量分发的入口，被调用的App变成"配角"。在许多声音看来，手机AI助手的 出现，可能搅动既有的互联网平台竞争格局。 争议之下，豆包助手官方不得不数度回应。 ...

Core Viewpoint - The "Doubao Mobile Assistant" has announced restrictions on its AI capabilities, focusing on three specific scenarios: score brushing, financial applications, and gaming usage [1][3]. Group 1: Product Launch and Features - Doubao Mobile Assistant was launched on December 1, in collaboration with ZTE, using the Nubia M153 model as a customized technology showcase [3]. - The core selling point of the AI assistant is its ability to automate daily app operations, such as ordering food, booking flights, and price comparison shopping [3]. - Within four days of its release, the AI phone was sold out, indicating strong market demand [3]. Group 2: Restrictions and Compliance Issues - Users reported using the Doubao Mobile Assistant for activities like earning rewards on platforms such as Pinduoduo and Douyin, which led to the implementation of restrictions by Doubao [3][4]. - The assistant faced challenges in financial applications, with issues reported in apps like Taobao and major banks, where it could not log in or complete payments [3]. - Doubao stated that while user authorization is required for sensitive operations, it has temporarily disabled capabilities for certain apps as a precaution [3]. Group 3: Security and Privacy Concerns - WeChat users experienced forced logouts when using the Doubao Mobile Assistant, attributed to security risk control measures [4]. - The technology behind the assistant relies on screen reading and simulated operations, which many apps have not authorized, leading to potential security risks [4]. - Experts highlighted that the assistant's screen reading capability bypasses the sandbox mechanism designed to isolate app data, raising privacy concerns [4][5]. Group 4: Industry Implications - The ability of AI to replace user actions could disrupt the real traffic and monetization models of apps, affecting user data security [5]. - Doubao is actively seeking deeper communication with application vendors to establish clearer and more predictable rules, aiming to avoid blanket restrictions on reasonable AI usage by users [5].

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 ...

Core Insights - The article discusses the launch and subsequent issues faced by Doubao Mobile Assistant, particularly its interaction with WeChat and the implications for AI-driven applications in the mobile ecosystem [1][2]. Group 1: Doubao Mobile Assistant Overview - Doubao Mobile Assistant was officially launched on December 1, 2023, exclusively for the Nubia M153 smartphone, priced at 3499 yuan, and is not intended for mass production [2]. - The assistant allows users to automate tasks such as ordering food, booking flights, and responding to WeChat messages, all while running in the background [2]. Group 2: WeChat Interaction and Privacy Concerns - Users reported being forcibly logged out of WeChat when using Doubao Mobile Assistant, with the app indicating an "abnormal login environment" [1]. - Doubao's customer service stated that the WeChat functionality has been disabled due to privacy concerns, asserting that the assistant does not engage in any hacking activities and requires user authorization for operations [1]. Group 3: Industry Implications and Conflicts - The reliance of AI on virtual screens and accessibility interfaces may trigger security measures from third-party apps, leading to potential conflicts between AI assistants and these applications [3]. - The article highlights a broader trend where multiple AI assistants from various manufacturers, including OPPO and Vivo, have faced similar restrictions from apps like WeChat and Bilibili, indicating a growing tension between AI functionalities and app security measures [5][3]. Group 4: Legal and Competitive Landscape - The article references a legal case where Amazon sued Perplexity AI for allegedly bypassing security measures to automate purchases, raising concerns about user privacy and data security [6]. - Perplexity AI responded by criticizing Amazon's actions as bullying, arguing that large platforms should not interfere with how users utilize AI tools [6].

Market Overview - The Shanghai Composite Index has broken through the 60-day moving average at 3900 points, with increased trading volume, indicating potential for further gains towards the previous high of 4034 points [1] - The Federal Reserve is expected to cut interest rates in December, with an 80% probability, and will also end its balance sheet reduction, easing dollar liquidity pressure in the market [1] - The relationship between monetary easing and rising commodity prices suggests that investors should pay attention to the non-ferrous metals sector, particularly gold and silver, which are expected to see significant opportunities [1] Consumer Electronics Sector - The consumer electronics sector is highlighted as a new investment opportunity due to the upcoming CES conference in January and the shift towards AI investment themes [3] - The industry is entering a mature phase with intense competition, but AI is expected to redefine existing devices such as smartwatches, smartphones, PCs, and automotive controls, creating new investment opportunities [3][4] - AI innovations in hardware are still in the early stages, indicating potential for growth as AI becomes integrated into consumer electronics [4] AI Integration and Future Trends - AI will eventually combine with new electronic terminals to create significant consumer products, such as AI glasses that enhance productivity through voice assistance and camera integration [4][6] - The focus of AI investment will shift from computational power to AI applications by 2026, emphasizing the need for AI to be embedded in terminal devices for user engagement and revenue generation [6] - Companies like ZTE and ByteDance are already collaborating to integrate AI features into devices, indicating a growing trend in the market [6] Investment Opportunities - Investors are advised to look for opportunities in the upstream of the consumer electronics sector, including smartphones, glasses, and wearables, which require sensors and communication capabilities [6] - Key companies to watch include ZTE, GoerTek, Crystal Optoelectronics, Lantech, Luxshare Precision, Longqi Technology, Lens Technology, and Kaisheng Technology, as they are positioned to benefit from the integration of AI in consumer electronics [6]