Nan Fang Du Shi Bao·2026-01-27 09:56Core Viewpoint - Tencent's CEO Ma Huateng expressed concerns about the security and responsibility of user data handling in AI applications, particularly criticizing the practices of ByteDance and ZTE's Doubao phone, while acknowledging Alibaba's AI ecosystem model [1][7]. Group 1: AI Applications and Market Competition - The competition for AI assistants and system-level intelligent agents is intensifying among major companies, with a focus on transforming user interaction from app-based to direct demand [5][9]. - ByteDance's collaboration with ZTE aims to integrate AI directly into smartphones, allowing for cross-application tasks without waiting for app interfaces to open [5][9]. - Alibaba's AI application "Qianwen" emphasizes a controlled API approach, integrating its services within its ecosystem, which has led to a noticeable increase in user inquiries [6][9]. Group 2: Privacy and Security Concerns - Ma Huateng's strong stance against cloud-based screen recording practices highlights the inherent risks associated with such technologies, emphasizing the need for secure data handling [7][8]. - Doubao phone assistant claims to operate under strict user authorization and compliance, ensuring no data storage or training occurs during cloud processing [3][7]. - The response from various platforms, including WeChat and payment apps, indicates a growing concern over security and privacy, leading to restrictions on Doubao's functionalities [8][9]. Group 3: Industry Trends and Regulatory Needs - The divergence in AI application strategies reflects a broader trend in the industry, with two main routes emerging: the "screen reading + simulated clicking" approach and the "API interface calling" method [9][10]. - The need for standardized regulations regarding personal information protection and data security in cross-app operations is becoming increasingly critical as the industry evolves [10]. - The competition among Doubao, Alibaba's Qianwen, and Tencent's Yuanbao signifies a new phase in the AI entry battle, characterized by product acceleration and the need for regulatory frameworks [10][11].