智通财经APP获悉，中兴通讯(00763)涨超5% ，截至发稿，涨5.34%，报24.44港元，成交额2.11亿港元。
消息面上，7月8日，中兴通讯终端事业部总裁倪飞在社交平台表示，努比亚将推出“全球首款AI智能体手机”，并于7月17日开幕的世界人工智能大会上首次亮相。新黄河大鱼财经记者从知情人士处获悉，倪飞所说的AI智能体手机正是“豆包手机”二代。与2025年12月推出的M153技术预览版相比，新机将升级屏幕和镜头模组等零部件。知情人士还称，受存储器价格上涨等因素影响，豆包手机二代售价预计将超过4000元，高于一代3499元的定价。
大摩此前研报指出，随着投资者焦点转向复苏阶段，叠加AI催化剂重新出现，中兴通讯可能出现重估。公司与字节跳动围绕“豆包”AI助理的合作，将智能体、多模态及系统级AI能力整合到智能手机中，早期需求指标如首批产品售罄显示市场兴趣强烈。该行预计中兴将深化此项合作，有望为AI手机的更广泛商业化铺路，这可能成为情绪及估值的重要催化剂。
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