每经AI快讯，12月9日，智谱宣布开源其核心AI Agent模型 AutoGLM，该模型是一款具有"Phone Use"（手机操作）能力的 AI Agent，能够稳定地完成外卖点 单、机票预订等复杂操作流程。 （文章来源：每日经济新闻） ...

智谱宣布开源其核心AI Agent模型AutoGLM，该模型是一款具有“Phone Use”（手机操作）能力的 AI Agent，能够稳定地完成外卖点单、机票预订等复杂操作流程，操作步骤可长达数十步。智谱表示，希望通过开源和私有化部署，企业和开发者可以在自己的合规环境中完整掌控数据、日志和权限，可以让手机，成为专属自己的AI手机。外汇交易员 (@myfxtrader):在经历微信与银行金融类APP的风控干预后，豆包手机助手宣布对金融类APP操作、激励刷分操作与部分游戏应用的操作能力进行限制。 https://t.co/mu3ZyzpqdM ...

人民财讯12月9日电，12月9日，智谱开源其核心AI Agent模型AutoGLM。该模型是具备"Phone Use"（手机操作）能力的AI Agent，能够稳定完成外卖点单、机票预订等长达数十步的复杂操作流程。 这意味着硬件厂商、手机厂商和开发者均可基于AutoGLM，在自己的设备或系统中复现一个能"看 懂"屏幕、并模拟真人进行点击、输入、滑动的AI助手。目前，AutoGLM已支持微信、淘宝、抖音、美 团等超过50个高频中文应用的核心场景，其自动化操作能力与此前引发热议的"豆包手机"演示相似。 ...

12月9日上午，智谱宣布开源其核心AI Agent模型AutoGLM。该模型是一个具备"Phone Use"（手机操作）能力的AI Agent，能够稳定完成外卖点单、机票预订等长达数十步的复杂操作 流程。 此次开源意味着硬件厂商、手机厂商和开发者均可基于AutoGLM，在自己的设备或系统中复现 一个能"看懂"屏幕、并模拟真人进行点击、输入、滑动的AI助手。目前，AutoGLM已支持微信、 淘宝、抖音、美团等超过50个高频中文应用的核心场景，其自动化操作能力与此前引发热议 的"豆包手机"演示相似。 AutoGLM的开源将大幅降低AI手机的技术门槛，推动AI手机生态从封闭走向开放共创。同时， 项目支持本地与云端部署，确保数据与隐私控制权始终掌握在使用者手中。（转载自新浪科技） ...

Core Insights - The core point of the news is that Zhiyu has announced the open-sourcing of its core AI Agent model, AutoGLM, which is capable of performing complex operations on mobile devices, such as food ordering and flight booking [1][2] Group 1 - The AutoGLM model can execute long and complex operation processes, demonstrating capabilities in "Phone Use" [1][2] - The open-sourcing allows hardware manufacturers, mobile device makers, and developers to replicate an AI assistant that can "understand" screens and simulate human interactions like clicking, inputting, and sliding [2] - AutoGLM currently supports over 50 high-frequency Chinese applications, including WeChat, Taobao, Douyin, and Meituan, showcasing its automation capabilities similar to the previously discussed "Doubao phone" demonstration [2] Group 2 - The open-sourcing of AutoGLM is expected to significantly lower the technical barriers for AI mobile applications, promoting a shift from a closed to an open collaborative AI mobile ecosystem [2] - The project supports both local and cloud deployment, ensuring that data and privacy control remain with the users [2]

Core Insights - The future may see the emergence of "one-person unicorn companies," where a single CEO manages multiple AI agents, while human employees evolve into "goal architects" who can leverage AI to enhance their capabilities and deliver greater value [1][4]. Group 1: Future of Work - Human employees will not be easily replicable, whereas "super intelligent agents" can be infinitely replicated, enabling rapid global expansion for companies [1][4]. - The core competitive advantage for future enterprises will hinge on three key aspects: early adoption and use of AI agents, selection of the most advanced AI agents, and continuous training of these agents using closed-loop data to enhance their capabilities [1][4]. Group 2: Strategic Recommendations - Companies should prioritize early and swift integration of AI agents into their operations [1][4]. - The importance of utilizing closed-loop data for ongoing training of AI agents is emphasized as a critical factor for success [1][4].

Investment Rating - The report maintains a "Positive" investment rating for the media internet industry [4] Core Insights - The release of the Doubao mobile assistant by ByteDance is a significant development, showcasing AI capabilities in mobile operations, but it faces restrictions from major apps like WeChat and Alipay [5][7] - The film and television sectors are expected to see growth, with strong performances from imported films like "Zootopia 2" and "Avatar 3," suggesting potential investment opportunities in production and distribution companies [5] - The AI application sector is evolving, with advancements in content generation and production paradigms, indicating a shift in the industry landscape [6][30] - The gaming industry shows promising trends with high DAU products and new game cycles, presenting investment opportunities in leading gaming companies [8] - The rise of group broadcasting is transforming the industry, moving towards systematic growth and platform development [9] Summary by Sections Industry Performance - The media sector saw a decline of 3.86% from December 1 to December 5, 2025, ranking 31st among all industries [13] - Notable stock performances included Lianjian Optoelectronics (+28.62%) and Bona Film Group (+23.60%), while Rongxin Culture (-15.23%) and BlueFocus (-13.98%) faced significant declines [14][19] AI Applications - The report highlights 15 financing events in the AI sector, indicating strong market interest and investment in AI technologies [30] Film and Television - The total box office for the week was 798 million yuan, with "Zootopia 2" leading at 605.58 million yuan, capturing 75.9% of the market share [39][40] - In television, "Tang Dynasty Ghost Stories" led with 172 million views, followed by "Big Businessman" with 156 million views [41][42] Gaming - "Honor of Kings" maintained its position at the top of the iOS game sales chart, while "Zombie Shooting" led the WeChat mini-game rankings [32][35] - The report notes the increasing popularity of mobile games, with significant user engagement and revenue potential [32][38]

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [7] Core Insights - DeepSeek has launched the V3.2 model, enhancing its reasoning capabilities to a globally leading level, suitable for everyday use in Q&A and general agent tasks [12][27] - The V3.2 model achieved performance comparable to GPT-5 in benchmark tests, slightly below Gemini-3.0-Pro, while significantly reducing output length and computational costs [12][27] - The introduction of the DSA (DeepSeek Sparse Attention) mechanism reduces context computation costs, changing complexity from O(L²) to O(Lk), where k is a fixed value of 2048 [13][14] - The report highlights the launch of the Doubao mobile assistant, which integrates AI capabilities into mobile operating systems, allowing users to perform complex tasks with voice commands [15] Summary by Sections Industry Performance - The computer sector underperformed relative to the Shanghai Composite Index, with a 1-month relative return of -5.4% and a 3-month return of -4.5% [5][16] - The computer sector index ranked 25th among 30 industry indices, indicating weaker performance [19] Important Industry News - Google’s TPUv7 has begun to challenge NVIDIA's dominance in AI chips, marking a significant shift in the competitive landscape [25] - The 2025 World Computing Conference showcased advancements in computing systems, emphasizing the importance of system capabilities over individual card performance [26]

Group 1: Company Financing - The high-end gold jewelry brand "寶蘭" has completed over 100 million RMB in Series A financing, led by Challenger Capital, with funds allocated for brand enhancement, multi-channel layout, supply chain resilience, and talent empowerment [1] - The smart delivery company "江苏云闪送" has announced a completion of 30 million RMB in Series A financing, focusing on upgrading its intelligent scheduling system, expanding its national service network, and building a logistics ecosystem [2] - AI video generation platform Pollo AI has raised 14 million USD in financing, with over 20 million registered users and achieving breakeven in May this year [3] - Robotics company "优理奇机器人" has completed a total of 300 million RMB in financing across two rounds, indicating market recognition of its integrated strategy in embodied intelligence [4] - "戴盟机器人" has completed a strategic round of financing worth over 100 million RMB, aimed at advancing technology breakthroughs and global market expansion [5] Group 2: Company Developments - The launch of the "豆包手机助手" on the nubia M153 has faced issues with WeChat login, leading to the discontinuation of this feature by ByteDance [6][7] - The Taiwanese authorities have announced a one-year ban on the app Xiaohongshu, citing security concerns, although the app remains accessible to many users [8][9] - Shanghai Linqingxuan Cosmetics Group has updated its IPO application, reporting a 98.3% year-on-year revenue growth in the first half of 2025 [10][12] - The breakfast initiative by "蜜雪冰城" is currently being tested in select cities, expanding its product offerings [14][15][16] - The launch of the winter product "豆乳黑麒麟" by Tea Baidao has achieved over 200,000 cups sold on its first day [17] - "奈雪的茶" has appointed actress Gao Yuanyuan as its brand ambassador and launched a low-GI fruit tea product [19] Group 3: Industry Insights - The 2025 holiday film season has surpassed 2.5 billion RMB in box office revenue, led by "疯狂动物城2" [20] - China's esports industry revenue reached 29.33 billion RMB in 2025, with a 6.4% year-on-year growth [21] - Global smartphone production reached 328 million units in Q3 2025, marking a 7% year-on-year increase [22]

中金研究旗下一站式数字化投研平台 自 2023 年 ChatGPT 掀起浪潮，近三年大模型迭代让 AI Agent 的技术底座与产品路径逐渐成熟，2025 年更 被冠上 "AI Agent 元年" 的称号。但这个被寄予 "智能生产力" 厚望的新物种，能否打破 AI 大模型 "技术领 先却难成商业闭环" 的困境？又将如何重塑 AI 应用生态？ 本期要点荟萃 以下文章来源于中金点睛 数字化投研平台 ，作者中金研究 中金点睛 数字化投研平台 . 发展得如何了？ AI Agent的商业 1 2 AI Agent相关技术与产品 化实践有何进展？ 分享人 | 王之昊 （中金公司研究部 软件、电信和教育 行业分析师） 分享人 | 曹萌 （中金公司研究部 软件、电信和教育 行业分析师） 01 AI Agent相关技术与产品发展得如何了？ 从技术与产品端看，AI Agent 的发展路径渐明，应用落地也在积极推进。技术上，其核心架构 " 底层大模 型 + 各类工具 + 配套 Agent Infra " 已初步成型，其中基础大模型是能力上限的关键 —— 既要理解任务需 求、拆解规划，又要支撑执行中的推理。 Agent当前的应用技术 ...