智通财经网·2025-12-04 12:56Group 1 - The core viewpoint is that Doubao has released a preview version of its AI mobile assistant, which acts as a system-level agent capable of executing complex commands, creating a complete loop from information search to processing and cross-application communication [1] - The Doubao mobile assistant achieves deep integration with the operating system, allowing for higher system permissions than a single app, enabling it to access underlying hardware capabilities and system services [1] - Users can activate the Doubao assistant through a sidebar, physical keys, or voice commands, allowing it to overlay on any interface without interrupting ongoing app processes [1] Group 2 - Doubao's assistant can understand the content on the user's current screen and engage in dialogue or perform actions based on that, such as generating replies or assisting with requests from WeChat friends [1] - The assistant can recognize UI elements on the screen and simulate human actions like clicking, swiping, and inputting, enabling complex cross-application tasks, such as price comparisons across shopping platforms or organizing travel plans [1] - The era of fully AI-enabled smartphones is approaching, providing brand manufacturers with opportunities for AI equity and competitive advantages [2] Group 3 - Doubao does not manufacture hardware but collaborates with mobile brand manufacturers at the operating system level, forming a business model where "model companies provide AI brains + mobile manufacturers provide hardware carriers" [2] - For mid to low-end smartphones, especially those unable to invest heavily in developing large models, integrating the Doubao assistant can enhance user AI experience and strengthen brand competitiveness in the AI era [2] - A richer edge hardware ecosystem is rapidly emerging, with Doubao's strong real-time voice, multimodal, and agent capabilities providing usability for devices like AI glasses, TWS earbuds, and AI pins [3]