Mei Ri Jing Ji Xin Wen·2025-12-07 02:20Core Viewpoint - The launch of the "Doubao Phone Assistant" by ByteDance has sparked significant interest in the capital market, leading to a surge in ZTE's stock price, while also revealing vulnerabilities in existing internet ecosystems due to its system-level control capabilities [2][4][12]. Group 1: Market Reaction and Product Launch - ZTE's stock price reached a limit up on December 2, with a total market value of 200.7 billion yuan and a trading volume exceeding 13.7 billion yuan [2]. - The Doubao Phone Assistant was released on December 1, alongside the ZTE nubia M153 engineering prototype, aimed at developers [2][4]. Group 2: User Experience and Issues - Users reported issues with WeChat accounts being locked due to "abnormal login environments" shortly after using the Doubao Assistant, prompting the team to disable its ability to operate WeChat [3][5]. - The Doubao Assistant's capabilities led to conflicts with various apps, including triggering security measures on platforms like Taobao and banking apps [5][8]. Group 3: System-Level Control and Implications - The Doubao Assistant has gained "system-level Agent" permissions, allowing it to perform tasks across multiple applications, fundamentally altering user interaction with apps [4][6][7]. - This shift in control poses a threat to the existing dominance of super apps like WeChat and Taobao, as it changes the flow of user engagement and monetization strategies [12][16]. Group 4: Industry Response and Future Outlook - Industry leaders anticipate a potential backlash from major apps, which may implement measures to complicate AI interactions and protect their user engagement metrics [16][18]. - The competition for AI integration in mobile devices is expected to intensify, with manufacturers possibly introducing their own assistants to counter the Doubao Assistant's influence [18][20]. Group 5: User Behavior and Regulatory Considerations - The success of AI assistants like Doubao will depend on user adoption and the ability to navigate complex permission settings, which many users may not fully understand [23][24]. - Regulatory frameworks surrounding data usage and AI permissions will play a crucial role in shaping the future landscape of mobile internet interactions [23][24].