豆包大模型嵌入手机系统，推动端侧AI从应用级迈向系统级

Investment Rating - The industry investment rating is "Overweight" [6] Core Insights - On December 1, ByteDance's Doubao team released a technical preview of the Doubao mobile assistant, integrating the Doubao large model deeply into the operating system, advancing edge AI from application-level to system-level [3][7] - The Doubao mobile assistant allows users to interact through voice, side buttons, or the Doubao Ola Friend headset, enhancing user experience and interaction [7] - The Doubao large model demonstrates international first-class performance in reasoning, visual understanding, image creation, video generation, and voice capabilities, achieving the best results in multiple authoritative evaluations [7] Summary by Sections Industry Overview - The report focuses on the integration of AI technology into mobile systems, highlighting the collaboration between Doubao and mobile manufacturers to create a system-level service [3][7] Investment Highlights - The Doubao mobile assistant is positioned as a core product for mobile manufacturers, facilitating the broadest application scenarios and commercial monetization paths for large models [7] - The assistant is currently available for developers and tech enthusiasts on the engineering sample nubia M153, priced at 3499 yuan, with plans for ecological cooperation with various mobile brands [7]