The mobile phone industry chain saw a broad rally in Hong Kong stocks. As of press time, Sunny Optical (02382) rose 6.06% to HK$67.35, Lens Technology (06613) gained 5.82% to HK$25.46, Q TECH (01478) climbed 4.59% to HK$9.58, and AAC TECH (02018) advanced 3.11% to HK$37.84.

The surge follows Doubao's announcement of its Doubao Phone Assistant, an AI-powered mobile assistant developed through collaboration with smartphone manufacturers at the operating system level. Leveraging Doubao's large language model capabilities and manufacturer authorization, the assistant aims to deliver more convenient interactions and richer user experiences. A limited number of engineering prototypes for the nubia M153, featuring a technical preview of the Doubao Phone Assistant, have been released.

Analysts note that Apple is accelerating its AI development, with implementation results potentially exceeding expectations, which could drive smartphone upgrades and boost adoption of AR glasses and other edge devices. Meanwhile, Doubao continues to explore how large AI models can enhance smartphones, promoting the evolution of Agent-based interfaces.