zerebro down 97% from $700m after founder faked his death. goat collapsed from $1.4b to $39m. virtuals protocol's acp still hit $100m in agent gdp last month, powering chatgpt's instacart integration. entire ai agent sector getting flushed except the one protocol with actual revenue flowing through it. infrastructure survives, shitters die. ...

谷歌推出迄今最强的深度研究型Agent——GeminiDeep Research的"重制版"，试图定义Agent 的基础设施级入口。未来 可能不是用户"谷歌一下"，而是你的Agent替你谷歌一切。 硬·AI 作者 |卜淑情 编辑 | 硬 AI 在全球AI叙事走向"Agent时代"的关键节点，谷歌选择了一个颇具戏剧性的发布时机。 周四，就在OpenAI端出备受期待的 GPT-5.2（内部代号 Garlic）之日，谷歌同步推出了迄今最强的深度 研究型Agent—— Gemini Deep Research 的"重制版"，并宣称其基于旗下最先进的Gemini 3 Pro模型。 同日，DeepMind还 宣布将在英国建立首个自动化研究实验室 ，利用AI与机器人加速材料科学实验。 这不是"撞车"，更像一场精心策划的阳谋：在竞争对手聚焦全球目光时，谷歌以一款更具战略意味的产品 回应——将Agent 推向操作系统级能力。 01 从"写报告"到"嵌入应用" 谷歌试图定义Agent的基础设施级入口 全新 Gemini Deep Research已不是传统意义上的"自动写研究报告"的工具，它被定位为： 换句话说：未来不是用户"谷 ...

消息面上，平安证券研报指出，AppLovin为全球领先的移动游戏广告渠道商，电商业务逐步扩张。 AppLovin开始将客户拓展至Web广告与电商领域，今年10月，公司推出邀约制自助服务平台拓展电商等 品类客户，目前处于早期阶段。根据公司3Q25Earnings Call，AxonAds Manager推出后，自助广告主的 支出每周增长了大约50%。展望4Q25和2026年，AppLovin重点工作包括：引入AI Agent优化新广告商入 驻流程、自助服务平台的全面开放、测试基于生成式AI的广告创意功能、积极测试付费营销。 平安证券认为，当前，国内企业(如跨境电商、手游)出海需求旺盛，营销智能体不仅能够批量生成符合 海外用户偏好的广告文案、图片和视频脚本，还能在文化差异、语言习惯、法律合规检查等环节提供辅 助，帮助品牌真正融入当地市场。据了解，百融云-W以自研BR-LLM大模型与VoiceGPT为底座，面向 金融及泛行业B端客户提供AI智能营销与精准获客全链路解决方案。此外，CybotStar智能体平台为公司 企业级AI Agent构建平台，支持客户快速定制营销、客服等场景化智能体，适配对内运营与对外获客需 求 ...

Group 1 - The core viewpoint of the articles highlights the growth potential of AppLovin as a leading mobile game advertising channel and its expansion into e-commerce, with a focus on AI-driven marketing solutions [1][2] - AppLovin has launched a self-service platform aimed at expanding its client base into web advertising and e-commerce, currently in its early stages, with a reported weekly spending increase of approximately 50% from self-service advertisers following the introduction of AxonAds Manager [1] - The company is set to focus on several key initiatives in Q4 2025 and 2026, including the introduction of AI agents to optimize the onboarding process for new advertisers and the testing of generative AI-based advertising creative features [1] Group 2 - The demand for overseas expansion among domestic companies, such as cross-border e-commerce and mobile games, is strong, with marketing intelligence tools capable of generating culturally relevant advertising content and assisting in compliance checks [2] - 百融云-W utilizes its self-developed BR-LLM large model and VoiceGPT to provide AI-driven marketing and customer acquisition solutions for B2B clients across various industries [2] - The CybotStar platform enables the rapid customization of marketing and customer service AI agents, catering to both internal operations and external customer acquisition needs [2]

谷歌推出迄今最强的深度研究型Agent——GeminiDeep Research的"重制版"，试图定义Agent 的基础设施级入口。未来可能不是用户"谷歌一下"， 而是你的Agent替你谷歌一切。 能持续执行数分钟甚至数小时、多步骤推理任务的长链式推理Agent 这些能力普遍指向一个趋势： 谷歌正试图把Deep Research变成未来AI时代的"搜索引擎底层能力"。 为了让开发者把Deep Research更轻松地嵌入自己的应用，谷歌推出了全新的 Interactions API 。这等于是把"搜索+多步骤推理+评估"打包成操作系统 级服务。 在全球AI叙事走向"Agent时代"的关键节点，谷歌选择了一个颇具戏剧性的发布时机。 周四，就在OpenAI端出备受期待的 GPT-5.2（内部代号 Garlic）之日，谷歌同步推出了迄今最强的深度研究型Agent—— Gemini Deep Research 的"重制版"，并宣称其基于旗下最先进的Gemini 3 Pro模型。同日，DeepMind还宣布将在英国建立首个自动化研究实验室，利用AI与机器人加速材料科 学实验。 这不是"撞车"，更像一场精心策划的阳谋：在 ...

Core Viewpoint - The artificial intelligence (AI) concept stocks have shown strong performance, with notable increases in share prices for several companies, indicating a positive market sentiment towards AI technologies [1][2] Group 1: Stock Performance - Lion Group (02562) increased by 6.72% - ZhiZi City Technology (09911) rose by 6.43% - SenseTime-W (00020) gained 5.21% - Weimob Group (02013) saw a rise of 5.13% - GDS Holdings Limited-SW (09698) increased by 2.33% - Fourth Paradigm (06682) rose by 2.38% [1][2] Group 2: Research Insights - CITIC Securities' report highlights the convenience features of Doubao AI phone, showcasing the potential of edge-side agents; however, it also points out the limitations due to various application permissions and interface restrictions, reflecting the current fragmentation in the traditional smartphone ecosystem [1][2] - The report suggests that for AI phones to achieve large-scale adoption, there is a need to redefine the collaboration between AI, applications, and operating systems, indicating potential restructuring of existing ecosystem boundaries and roles [1][2] - China Galaxy Securities notes that while overseas large models face high cost issues in the short term, the trend towards accelerated implementation of AI agents remains unchanged despite the current mismatch in technology maturity and commercialization pace [1][2]

Apple Ads官方合作伙伴的筛选标准极为严苛，要求候选者在三个维度达到顶尖水平：AI算法能力、跨 文化运营经验、数据安全合规。万咖壹联的胜出，凭借的是其自研平台Ad Maven(ADM)三大核心技术 突破： 其一是智能预算分配引擎。基于280亿条历史投放数据构建的预测模型，可将广告投放ROI提升30%以 上。在游戏行业Pre-order场景中，ADM能精准预估上线前30天的用户转化曲线，自动匹配预算节奏， 该能力已帮助某头部SLG游戏新品在东南亚市场预约转化率提升2.4倍。 其二是实时SOV战场感知系统。针对iOS生态关键词竞价激烈的特点，ADM实现每15分钟刷新一次展示 份额数据，结合竞品出价智能诊断，自动调整竞价策略。某金融App客户借此在"贷款"等核心关键词 上，获客成本降低40%的同时新增用户规模翻倍。 在移动营销行业深度重构的2025年，万咖壹联(01762)刚刚完成其十年发展历程中最具战略意义的一次 身份认证。近期公司旗下智能营销平台玩咖欢聚正式通过Apple官方审核，成为大中华区为数不多获得 Apple Ads官方合作伙伴认证的技术型服务商。 这一认证不仅标志着苹果生态对玩咖欢聚AI投放技术 ...

Group 1 - Microsoft CEO Satya Nadella announced plans to release a new AI model aimed at enhancing AI interactions and collaboration for both personal and enterprise users [1] - The exact functions and technical details of the new model have not been disclosed, but it is expected to provide a more efficient and disruptive AI experience [1] - According to CICC, leading companies in the global AI Agent ecosystem, such as OpenAI and Anthropic, are currently the core players, generating annual revenues in the billions [1] Group 2 - The AI Agent market is characterized as a supply-driven demand sector, with existing market demand not yet fully met by available products [2] - The recent launch of Doubao AI phone highlights the importance of mobile devices as core hardware in the AI era, similar to the collaboration between Huawei and Seres in the smart driving sector [2] - AI Agents are anticipated to transform user interaction with smartphones, potentially driving a new wave of smartphone upgrades [2] Group 3 - Naxing Co., through its subsidiary, has partnered with Microsoft to provide AIGC application products and solutions based on AI model technology [3] - Sifang Jingchuang has collaborated with Microsoft to launch Banking Copilot, an AI compliance application platform for financial institutions utilizing ChatGPT [3]

12月10日，以"智启未来，星耀深圳"为主题的2025全国人工智能应用场景创新挑战赛AI Agent全球专项 赛线下半决赛新闻发布会在深圳召开。本次发布会由CICAS AI Agent全球专项赛组委会主办，其正式宣 布，全球规模最大的AI Agent创新生态平台已然成型，将于2026年1月5日至6日在深圳隆重举行线下半 决赛。来自AI Agent全球专项赛组委会、特邀嘉宾、行业专家、投资机构代表、生态合作伙伴及主流媒 体共100余人参加新闻发布会。 全球最大智能体平台成型 记者从发布会上获悉，截至目前，AI Agent创新生态平台已汇聚超过1700个项目申请，其中1200余个项 目正式入驻大赛系统，并以每周50+的速度持续增长。与此同时，该项目平台已链接超过200家投资机 构及40余家产业机构，形成了强大的资源集聚效应。 大赛组委会介绍，本次发布会首次系统阐述了其构建的"线上新星路演会-AGE×生态路演对接-炽光星 册-CICAS AI Agent大赛"四位一体的AI Agent生态加速体系。该体系以大赛为价值巅峰，每日举行"线上 新星路演会"为常态化入口，每周举办"AGE×生态路演对接"为创新引擎，并以"炽 ...

Group 1 - The core viewpoint of the article highlights the innovative and forward-looking nature of the Doubao AI native phone, which has gained significant market attention and sales momentum, evidenced by ZTE's stock hitting the daily limit and a transaction volume exceeding 13.7 billion yuan on the launch day [3][27] - The Doubao phone is only available in one configuration (16GB+512GB) and was priced at 3,499 yuan, selling out quickly on the official website, indicating strong demand in a highly homogeneous smartphone market [3][27] - Discussions about the Doubao phone on social media platforms exceeded 7,000 posts within three days, with nearly 800,000 interactions, showcasing its popularity and market buzz [3][27] Group 2 - Despite initial success, the Doubao phone's official statement cautioned that it is primarily aimed at industry professionals needing to experience the Doubao assistant, and does not guarantee the completeness of product features for ordinary consumers [5][28] - The phone is described as more of an "engineering prototype" with limited sales (only 30,000 units) and a future production plan set for 2026, indicating a cautious approach rather than an immediate challenge to established players in the smartphone market [5][29] - The Doubao phone's strategy involves collecting data from tech enthusiasts and developers to refine AI capabilities, rather than directly competing with mainstream brands that typically launch 2-3 million units during initial sales [5][29] Group 3 - Market reactions have been mixed, with reports of users encountering security measures when using the Doubao assistant for price comparisons, leading to restrictions on its capabilities in certain applications [8][35] - The Doubao assistant has demonstrated the ability to operate across multiple apps, but concerns about privacy, security, and the potential for creating "information silos" have been raised [9][38] - The competition between AI capabilities and existing app ecosystems is highlighted, with predictions of a potential technical arms race as apps may alter their structures to hinder AI operations [9][38] Group 4 - The Doubao assistant's core functionality allows users to perform tasks like price comparisons across platforms, utilizing advanced visual understanding and automation techniques [10][37] - The assistant's performance in visual understanding and reasoning is reported to be among the best globally, raising questions about the necessity of multiple apps in a smartphone environment [12][37] - The article discusses the need for a new permission system at the operating system level to define what AI can and cannot do, emphasizing the importance of user trust and security [41][41] Group 5 - Major tech companies are exploring AI integration in wearable devices, with Baidu and Alibaba launching AI glasses, while smartphone manufacturers like Huawei and Xiaomi are advancing their AI capabilities [20][44] - The article concludes that the Doubao phone must collaborate with existing app ecosystems to ensure compliance and explore a viable path for AI development [21][46] - The need for transparency and mutual trust in partnerships with established apps is emphasized as crucial for the Doubao phone's success in the market [21][45]