2月27日，@豆包手机助手发布关于《恶意炒作"豆包手机助手漏洞"黑公关行为的严正声明》。其中提 到，字节跳动高度重视用户 信息安全，设有公开的安全漏洞响应平台，为漏洞报告者提供丰厚奖励。 截至目前，我方并未收到豆包手机助手漏洞的详细报告，也未接到 网络安全相关监管部门的通报。根 据国家《网络产品安全漏洞管理规定》，违规公开漏洞已涉嫌违法。网传的漏洞演示视频，需要用户主 动要求AI查看恶意邮件或恶意短信，才会触发攻击。如果没有用户指令，AI并不会去自动执行高风险 操作。针对视频演示的攻击方法，豆包手机助手已升级了相应的防护措施。 ...

2月27日午间，豆包手机助手发布《关于恶意炒作"豆包手机助手漏洞"黑公关行为的严正声明》。 声明称，近期网上出现一批声称"豆包手机助手存在安全漏洞"的内容。相关作者在未向厂商报告漏洞信 息的情况下，恶意传播并夸大漏洞风险。 豆包手机助手表示： 一、字节跳动高度重视用户信息安全，设有公开的安全漏洞响应平台，为漏洞报告者提供丰厚奖励。截 至目前，我方并未收到豆包手机助手漏洞的详细报告，也未接到网络安全相关监管部门的通报。根据国 家《网络产品安全漏洞管理规定》，违规公开漏洞已涉嫌违法。 二、网传的漏洞演示视频，需要用户主动要求AI查看恶意邮件或恶意短信，才会触发攻击。如果没有 用户指令，AI并不会去自动执行高风险操作。针对视频演示的攻击方法，豆包手机助手已升级了相应 的防护措施。 三、任何系统都会存在漏洞，重要的是负责任地披露和修复漏洞。在未经权威机构核实、未向厂商合规 上报、在相关漏洞没有完整技术细节的背景下，网络平台上出现大批量有组织的安全恐吓内容，这是典 型的黑公关炒作。我司严正谴责此类危害用户利益、违背商业道德的恶意竞争行为，已对相关内容进行 取证，并保留依法追究相关主体法律责任的权利。 2月27日午间，豆 ...

凤凰网科技讯2月27日，针对近日网络上流传的"豆包手机助手存在安全漏洞"的相关内容，字节跳动旗 下豆包手机助手发布严正声明，称相关作者在未向厂商报告漏洞信息的情况下，恶意传播并夸大漏洞风 险，已涉嫌违反《网络产品安全漏洞管理规定》。目前，豆包手机助手已对相关内容进行取证，并保留 依法追究相关主体法律责任的权利。 声明指出，字节跳动高度重视用户信息安全，设有公开的安全漏洞响应平台并提供丰厚奖励。截至目 前，公司并未收到豆包手机助手漏洞的详细报告，也未接到网络安全相关监管部门的通报。 此外，声明还指出，屏幕视觉理解与自动化操作能力是当前全球AI终端领域的前沿技术创新方向，谷 歌近期发布的新款手机也搭载了同类技术。豆包手机助手预览版仍处于测试阶段，将以严谨负责的态度 持续迭代完善，保障用户信息安全。 针对网传的漏洞演示视频，豆包手机助手回应称，该攻击需要用户主动要求AI查看恶意邮件或恶意短 信才会触发，如果没有用户指令，AI并不会自动执行高风险操作。目前，豆包手机助手已针对视频演 示的攻击方法升级了相应的防护措施。 豆包手机助手在声明中强调，任何系统都会存在漏洞，重要的是负责任地披露和修复。在未经权威机构 核实、未 ...

Core Insights - Douyin is launching a long-form content feature by the end of 2025, allowing creators to publish in-depth articles, marking a shift from short video content to longer, more substantial narratives [1][2] - The introduction of AI technology is central to Douyin's strategy, enabling efficient content generation and distribution, particularly in the realm of news and long-form articles [1][6] Group 1: Transition from Short to Long Content - Douyin's long-form content feature supports articles ranging from 300 to 8000 words, aiming to attract quality creators and enhance user engagement through deeper narratives [2][3] - The competition for user attention is intensifying, with platforms like Xiaohongshu also exploring long-form content, indicating a broader industry trend towards deeper engagement [2][3] - Douyin's move reflects a recognition that solely relying on short videos may not sustain future growth, prompting a search for new content forms [3][5] Group 2: AI Integration in Content Creation - Douyin is leveraging AI to enhance content production, with features that allow for real-time news aggregation and summarization, thus improving user experience [6][7] - The AI-driven news content will compete with original long-form articles within Douyin's ecosystem, raising questions about the quality and reliability of AI-generated information [7][8] - The rise of AI-generated content poses challenges for traditional media, as it blurs the lines of accountability and trust in news dissemination [8]

Group 1 - ByteDance has released the AI video generation model Seedance 2.0, which is referred to as "the strongest video generation model currently available" [1] - There are significant challenges regarding computing power, with queue times reaching several hours and renewal prices nearly doubling [1] - CITIC Securities predicts a surge in domestic large model token usage during the 2026 Spring Festival, with domestic models dominating the top three in global token usage [1] - The explosive growth in token usage reflects an exponential increase in AI inference demand, with domestic computing power expected to gradually dominate the infrastructure layer due to cost advantages and an improving ecosystem [1] - Investment opportunities are suggested in areas benefiting from enhanced supernode interconnectivity, including optical communication, high-speed line modules, switching chips, switches, and IDC [1] - As of February 27, 2026, the CSI Cloud Computing and Big Data Theme Index (930851) rose by 2.30%, with notable increases in constituent stocks such as Yuntian Lifei (up 20.00%) and Yunsai Zhili (up 10.01%) [1] Group 2 - The CSI Cloud Computing and Big Data Theme Index closely tracks the performance of 50 listed companies involved in cloud computing services, big data services, and related hardware [2] - As of January 30, 2026, the top ten weighted stocks in the index include iFlytek, Kingsoft Office, and others, accounting for a total of 48.47% of the index [2]

天融信2月27日在互动平台表示，公司暂未向字节跳动Seedance 2.0提供安全防护。 ...

而在台下，路线之争也在酝酿着分歧，纯粹"卖Token"的商业模式正面临潜在危机。OpenClaw等开源框架暴露出不小的安全风险与不稳定的调用体验，且其 本身的开发壁垒不高。 各大厂慢慢意识到，真正的护城河不在于开放API，而在于通过自主研发的本地化开发工具与端侧智能体，锁死用户的数据上下文与业务场景。 2026年之春，"养龙虾"在AI圈彻底火了。这个让人人都能拥有自己的贾维斯的OpenClaw，自己出圈的同时，顺手把卖大模型token的玩家给养肥了。 由于Agent运行需要大量token，API调用量指数级飙升。作为"卖铲人"，智谱、MiniMax、Kimi、阿里云等国内大模型厂商纷纷推出Coding Plan的API套餐， 来迎接这泼天的富贵，智谱的顶配套餐甚至被抢空。 "卖铲人"在此期间赚得盆满钵满，营收随之暴增，在资本市场也迎来了史无前例的估值狂欢。 智谱与MiniMax在港股的市值飙升，双双突破三千亿港元大关，成了大厂身价的"计量单位"，未上市的Kimi则以破百亿美元估值，刷新了国内大模型独角兽 的纪录。 眼下，当AI变成能够自我循环、疯狂消耗Token来纠错和执行的自动化机器时，算力资源的消耗速度超 ...

除此之外，榜单尾部上榜厂商收入数据变化情况则呈现完全相反的趋势，包括Appxy、大华科技(SZ:002236) 、Easyroid以及哔哩哔哩(NASDAQ:BILI) 在 内的多个厂商上月海外收入皆有小幅增长。与此同时，旗下运营有《 Fachat 》、《 Lumi 》等视频交友应用的VeePro凭借连续以来的在海外收入端的稳定 表现也于近一年以来首度上榜。此外，上月排名有所上升的厂商还有畅读科技以及WEO Technology Limited。 依托互联网移动应用大数据平台"点点数据"（https://app.diandian.com/），点点出海基于App Store和Google Play两大应用市场，整理中国应用&游戏出海 厂商Top30收入榜，希望帮助从业者更好地了解移动应用出海领域的趋势和变化。 本文统计周期为2026年1月1日到2026年1月31日。 | | 1月中国非游戏厂商出海收入榜 | | | | | | --- | --- | --- | --- | --- | --- | | | 2026年1月1日-1月31日 | | | | app.diandian.com | | 排名 | 公司 ...

Summary of Conference Call Records Company and Industry Overview - The focus is on **Zhiwei Intelligent**, which is expected to benefit from the increasing demand for domestic Agent computing power [1][2] - The domestic cloud computing industry is experiencing an upward trend in computing power demand, referred to as **Beta** [1] Key Points and Arguments - **Agent Computing Power Demand**: Huang Renxun from NV stated that the industry has reached a turning point for Agent computing, with significant increases in OpenClaw and OpenRouter token usage, leading to a surge in computing power demand [1] - **Price Increases**: There has been a notable rise in cloud computing and H200 leasing prices, indicating a tight supply of computing resources [1] - **Expansion Plans**: Zhiwei Intelligent's subsidiary, Tengyun Zhikuan, is focused on providing high-performance AI computing servers, with expectations for rapid growth in 2025 [1][2] - **Strong Order Backlog**: The company has a robust order book, with strong performance anticipated in the computing power business for 2026 [2] - **Channel Advantages**: Zhiwei Intelligent is expected to leverage its channel advantages to accelerate expansion into more computing clients, transitioning further into computing leasing and cloud services [2] Additional Important Insights - **Physical AI Business Growth**: The company is rapidly expanding its physical AI business, which Huang Renxun highlighted as the next wave following intelligent agents [2] - **Partnerships**: Zhiwei Intelligent is an official partner of NVIDIA's Thor chip and has established collaborations with leading companies in the robotics sector, including BYD, Hikvision, Huichuan Technology, and Yunji Robotics [3] - **Comprehensive Solutions**: The company offers integrated solutions covering the entire robotics development process, including training, simulation rendering, and control, aligning with NVIDIA's "three computers" concept [2][3] - **Future Prospects**: There is optimism regarding the release of performance related to embodied intelligence in 2026, as the company continues to build relationships within the robotics supply chain [3]

2026.02.27 本文字数：2634，阅读时长大约4分钟 作者 |第一财经 刘晓洁 北京时间2月26日，三星在其Galaxy Unpacked发布会上，推出了Galaxy S26系列手机，与此同时，谷歌 宣布与三星合作，在S26系列的安卓系统中推出AI功能，可以帮助用户完成订餐、叫车、购物等多步骤 复杂任务。 在当前诸多AI手机助手使用"无障碍权限"作为技术实现路径时，安卓的掌控者——谷歌是否会进一步开 放安卓底层系统权限，来实现手机AI智能体的技术跃进，成为市场的一个猜测。但从谷歌与三星合作 的首款AI手机智能体的形态上，显然谷歌还没有触及安卓权限，而主要依靠Gemini的大模型能力。 新的安卓系统还可以智能识别诈骗。谷歌介绍，借助设备端的Gemini模型，诈骗检测功能现在已直接集 成到Galaxy S26的Samsung Phone应用中，如果在通话过程中检测到潜在的骗局，用户会收到即时的音 频和触觉警报。为了保护隐私，骗局检测分析在设备上进行，并且该功能对联系人中的任何人自动关 闭。 "这些更新是我们定义移动智能新时代的第一步。"布鲁克斯在博客中称，Gemini将很快在谷歌的Pixel 10、Pix ...