Core Insights - The article emphasizes the transformation of user experience in the smartphone industry, particularly with the introduction of AI-driven functionalities that enhance interaction and efficiency [1][10][18] Industry Trends - The report from the First New Voice Think Tank highlights a shift towards vertical and general AI agents, indicating a potential concentration of traffic entry points towards a few general agents [1] - The global penetration rate of AI smartphones is projected to reach 32% by 2025, indicating a significant growth trajectory for AI integration in mobile devices [15] Company Developments - The launch of the Doubao AI phone by ByteDance and ZTE has generated significant consumer interest, leading to a scarcity of the product and even price premiums in the second-hand market [1] - Despite initial success, the Doubao AI phone faced challenges with various applications from Alibaba and Tencent blocking access due to security concerns, highlighting a conflict between AI functionality and platform control [10][11] Technological Innovations - The Doubao AI phone introduces a new era of "one-click management," allowing users to execute complex tasks across multiple applications seamlessly, which marks a departure from traditional AI assistants [2][6] - The phone's ability to handle cross-application operations and its simplified interaction model represent significant advancements in user experience [3][5] User Experience Enhancements - The Doubao AI phone features a memory function that allows for highly personalized interactions, enabling users to store and retrieve information effortlessly [7][8] - The integration of memory with execution capabilities allows the AI to plan and execute tasks based on user history and preferences, enhancing the overall user experience [9][12] Competitive Landscape - The primary competition for the Doubao AI phone is not other smartphone manufacturers like Apple, but rather the established internet companies that control app ecosystems [10][11] - The article suggests that the future of smartphones will depend on the ability to integrate AI capabilities that enhance user experience while navigating the challenges posed by existing platform monopolies [13][18]

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投放技术能力、数据合规体系及全球服务网络的最高认可，更意味着万咖壹联成功打通从安卓到iOS的"任督二 脉"，这让万咖壹联在全球移动广告版图中占据独一无二的生态位，其价值有望于资本市场中迎来全面重估。 更为关键的是，该认证赋予万咖壹联调用苹果官方核心数据接口的权限，包括搜索词趋势洞察、用户行为断点分析、归因模型优化等此前仅对顶级合作伙伴 开放的资源。这将使万咖壹联在iOS投放的精准度上，与普通代理拉开代际差距，这将进一步夯实公司护城河。 认证含金量：不是资质，而是全球游戏规则的入场券 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 ...

Core Insights - The article highlights that WanKa YiLian (01762) has achieved a significant milestone by becoming an official Apple Ads partner in Greater China, marking a strategic identity authentication in its ten-year development journey [1][3]. Group 1: Certification Significance - The Apple Ads partnership certification is a recognition of WanKa YiLian's AI advertising technology, data compliance system, and global service network, allowing the company to bridge the gap between Android and iOS ecosystems [3][6]. - The certification serves as a "ticket" to the global game rules, with stringent selection criteria focusing on AI algorithm capabilities, cross-cultural operational experience, and data security compliance [3][6]. Group 2: Technological Advancements - WanKa YiLian's self-developed platform, Ad Maven (ADM), features three core technological breakthroughs: 1. An intelligent budget allocation engine that improves advertising ROI by over 30% based on 28 billion historical data points [3][4]. 2. A real-time SOV battlefield perception system that refreshes display share data every 15 minutes, helping clients reduce customer acquisition costs by 40% [3][4]. 3. A full lifecycle automation loop that replaces 80% of repetitive manual operations, enhancing operational efficiency to five times the industry average [4][6]. Group 3: Revenue Growth and Market Expansion - In the first half of 2025, WanKa YiLian's overseas revenue reached 41.9 million yuan, a staggering increase of 439.1% year-on-year, driven by its local team in Singapore serving Southeast Asian advertisers [7][8]. - The certification is expected to accelerate WanKa YiLian's international strategy, enhancing market access, client structure, and cross-ecosystem collaboration [7][8]. Group 4: Ecosystem Dominance - WanKa YiLian is positioned as the only third-party platform globally that integrates Android, iOS, and HarmonyOS, solidifying its competitive edge in the mobile advertising ecosystem [8][10]. - The company has established deep partnerships with major players like Huawei and has become a platinum agent for Huawei's "Whale Energy" program, enhancing its market presence [10][11]. Group 5: Future Growth and Valuation - The management has indicated that overseas revenue is expected to exceed 200 million yuan in 2025, with a projected 10-fold increase in overseas income and over 50% growth in AI marketing business revenue [15][16]. - Current market valuation of WanKa YiLian is significantly below the average for AI marketing peers, suggesting a potential for substantial revaluation as the company transitions from an advertising agency to an AI technology platform [16][17].

MINISFORUM铭凡董事长姜瑞静："与AMD的深度合作，让我们得以整合世界级AI处理器技术，将'高 性能与小型化'的AIPC创新产品理念推向新高度，为用户带来更高的生产力与创造力。全球AI技术的快 速发展趋势激励着我们不断创新，持续为企业与个人应用带来真正的价值。" 12月10日，迷你计算机品牌MINISFORUM铭凡与半导体行业头部公司AMD联合举办"智算前沿·焕芯未 来"迷你AI工作站&AINAS产品体验会。 据介绍，作为双方合作的一项重要举措，本次体验活动演示两款全新旗舰级AI计算产品：AI迷你工作 站MS-S1MAX与AINASN5Pro，并探讨AI创新对企业及个人带来的广泛影响。 会上，AMD大中华区市场营销副总裁纪朝晖表示，2025年开启了AIAgent"元十年"，AIAgent是将AI从 对话机器人转变为生产力的关键，是"AI+千行万业"进入快车道的转折点。"我们期待继续以强大的技术 实力为下一代智能计算提供核心动力，与MINISFORUM铭凡共同推动行业发展。" 据介绍，迷你AI工作站MS-S1MAX，是一款紧凑而极具性能优势的旗舰级AI迷你工作站。单机可在本 地运行Llama109B、D ...

记者丨骆轶琪 编辑丨张星 就在豆包手机助手引发热议并在部分场景遭遇使用阻力后不久，大模型厂商智谱华章选择开源 其AI Agent模型AutoGLM，后者也被称为是全球首个具备"Phone Use"（手机操作）能力的AI Agent。 从展示的功能来看，AutoGLM的自动化操作能力与豆包手机助手功能十分相似，其实也与手 机厂商近两年来展示的AI功能demo颇为类似。 根据智谱的说法， 此举初衷在于，把这种智能化能力变成整个行业可以共同拥有、共同打磨 的公共底座；同时让数据与隐私，永远留在使用方这一侧。 当然挑战也存在。虽然多个品牌此前展示过用AI手机自主操作发红包、买外卖等能力，但到今 天具体手机的使用层面，这种操作其实还无法完好落地。 有手机行业从业者对记者分析，这背后源于"国内在用户隐私和数据权限边界方面存在标准空 白。"这也是当前手机行业在积极推进完善的工作。 这显示出，在AI手机势不可挡的当下，无论技术还是制度层面，都还亟待"补缺"，需要手机、 软件、大模型等多方角色站在一起，共同探讨推进。 A g e n t加速普及 12月9日，智谱华章宣布开源AutoGLM，这被行业定义为"全球首个具备Phone ...

Core Insights - The summit "Super Connection: Insight into the Future" focused on the value of AI Agents in enterprise-level scenarios and their role in digital transformation [1] - Zhang Yijia, CEO of Jiazi Guangnian, emphasized that the rise of AI Agents by 2025 is a result of the maturity of large models, supply of computing power, open-source ecosystems, and real industry demands [1][3] Group 1: AI Agent Capabilities - AI Agents are defined as "the super brain of large models + agile automated hands," with core capabilities in tool invocation, task planning, and autonomous execution [1] - The expectation from enterprises has shifted from "demonstrative showrooms" to "production-ready factories," indicating a transition from AI as a "dialogue partner" to a "collaborative colleague" [3] Group 2: Misconceptions about Large Models - A common misconception is that simply integrating a powerful general large model can achieve enterprise intelligence; however, large models are merely "engines" and require a clear understanding of business scenarios to be effective [4] - The effective implementation formula is defined as: scenario × (data + processes + algorithms), where understanding industry pain points and business processes is crucial [4] Group 3: Implementation Strategies - Jiazi Guangnian proposed a "Four Quadrant Digital Employee" model based on the depth of industry knowledge and complexity of business processes, providing actionable implementation paths for enterprises [5] - The four quadrants include "General Assistant," "Execution Assistant," "Expert Consultant," and "Chief Engineer," each serving different operational needs [6] Group 4: Trust and Data Dynamics - AI Agents must pass six critical tests: stability, scalability, usability, system integration, security compliance, and controllable behavior to gain enterprise trust [7] - The concept of an "AI Data Flywheel" is introduced, where each interaction generates data that refines the model, making AI Agents increasingly valuable over time [7] Group 5: Evolution of AI Agents - The rise of AI Agents signifies a shift from "assisting humans" to "collaborating with humans" and even "autonomous execution," enhancing organizational management and process optimization [8] - Despite the potential, challenges such as scenario adaptation, system integration, and cost control must be addressed for successful implementation [8]

就在豆包手机助手引发热议并在部分场景遭遇使用阻力后不久，大模型厂商智谱华章选择开源其AI Agent模型AutoGLM，后者 也被称为是全球首个具备"Phone Use"（手机操作）能力的AI Agent。 从展示的功能来看，AutoGLM的自动化操作能力与豆包手机助手功能十分相似，其实也与手机厂商近两年来展示的AI功能demo 颇为类似。 根据智谱的说法，此举初衷在于，把这种智能化能力变成整个行业可以共同拥有、共同打磨的公共底座；同时让数据与隐私， 永远留在使用方这一侧。 当然挑战也存在。虽然多个品牌此前展示过用AI手机自主操作发红包、买外卖等能力，但到今天具体手机的使用层面，这种操 作其实还无法完好落地。 有手机行业从业者对记者分析，这背后源于"国内在用户隐私和数据权限边界方面存在标准空白。"这也是当前手机行业在积极 推进完善的工作。 这显示出，在AI手机势不可挡的当下，无论技术还是制度层面，都还亟待"补缺"，需要手机、软件、大模型等多方角色站在一 起，共同探讨推进。 Agent加速普及 12月9日，智谱华章宣布开源AutoGLM，这被行业定义为"全球首个具备Phone Use能力的AI Agent"。 ...

在当前的大模型热潮中，一个普遍误区正在蔓延：认为只要接入强大的通用大模型，就能实现企业智能 化。但现实恰恰相反。张一甲在演讲中明确表示："我们不唯大模型论。"大模型固然提供了强大的语言 理解与生成能力，但它只是"发动机"；要造出一辆能上路、能载货、能适应复杂路况的"车"，还需要车 身、底盘和一张清晰的地图。 （原标题：不唯大模型论 企业级 AI Agent 落地的关键到底是什么？） 12月9日，中关村科金与甲子光年联合主办的"超级连接·智见未来"EVOLVE 2025大模型与智能体产业创 新峰会在北京举行。峰会聚焦AI Agent在企业级场景中的价值落地与产业演进路径，来自科技企业、投 资机构及垂直行业的代表共同探讨了智能体如何成为企业数字化转型的新引擎。 甲子光年创始人兼CEO张一甲在会上发布《2025AI Agent行业价值及应用分析》报告（以下简称"《报 告》"），指出AI Agent的本质是"大模型的超级大脑+自动化的敏捷双手"，其核心能力在于工具调用、 任务规划与自主执行。她强调，2025年AI Agent的崛起并非偶然，而是大模型成熟、算力供给、开源生 态与真实产业需求同步共振的结果。 张一甲 甲 ...

加州大学伯克利分校（UC Berkeley）刚刚发布了一份重磅论文：《Measuring Agents in Production》。 （论文地址：https://arxiv.org/pdf/2512.04123） 这份论文，基于来自全球的真实请求：306名从业者深度调研，20个企业级部署案例，覆盖 26 个行业。 这是AI Agent 领域，迄今最大规模的实证研究。 最核心的三个信息： 这份报告信息非常多，容我慢慢道来。 73%为生产力买单，金融成Agent 第一战场 先说一个数字： 73%的从业者表示，部署Agent的首要目的是"提高生产力"。 其中，金融与银行业是第一大战场，占比39.1% 其次是科技（24.6%）和企业服务（23.2%） 。 除了这些，Agent 还在很多意想不到的地方落地： 保险理赔流程自动化：代理人负责处理从保单查询到风险识别的序列排序流程。 生物医学工作流自动化：在科学发现领域，Agent 用于自动化执行复杂的实验和数据分析流程。 企业内部运营支持：涵盖人力资源信息搜索、站点故障事件诊断等多个方面。 这些跨行业的成功案例证明，AI Agent已经具备解决真实世界复杂问题的能力，并 ...

Core Insights - Amazon Web Services (AWS) showcased the practical effects of Kiro autonomous agents at re:Invent 2025, highlighting their ability to automate tasks in the development process, achieving efficiency several times greater than human developers [1] - AWS CEO Matt Garman stated that Agentic AI technology is at a critical turning point, transitioning from a "technological marvel" to a practical tool that provides real business value, with expectations of billions of agents operating across various industries to enhance efficiency by tenfold [1][3] - The AI industry's narrative has shifted from merely training powerful models to integrating AI into business processes, marking a new competitive landscape in cloud computing [3] AI Ecosystem Reconstruction - AWS presented a comprehensive innovation roadmap covering infrastructure, large models, and agent toolchains, emphasizing the importance of energy efficiency in AI task processing [4] - The Amazon Trainium series of chips has seen rapid iterations, with the latest Trainium3 UltraServers offering a 4.4 times increase in computing power and a 5 times increase in AI token processing per megawatt [4][5] - AWS introduced the Trainium4 chip, promising a 6 times increase in FP4 computing performance, further solidifying its position in the AI chip market [5] Open Model Ecosystem - AWS has expanded its Amazon Bedrock platform with new open-source models, nearly doubling the number of available models in a year, providing businesses with flexible options [7] - The self-developed Amazon Nova 2 series models cater to various complex tasks, with Nova 2 Omni being the first to support multi-modal inputs and outputs, simplifying application development [7] - Garman emphasized that advanced agents must possess autonomous decision-making, horizontal scalability, and long-term operation capabilities, transforming them into proactive digital employees [7] Efficiency Revolution through AI Agents - AI agents are redefining engineering capabilities by automating complex and repetitive tasks, significantly reducing the time and cost associated with legacy system migrations [9][11] - Companies like Canadian Airlines and Experian are utilizing Amazon Transform custom to decrease technical debt, achieving a fivefold increase in modernization speed and a 70% reduction in maintenance costs [11] - The practical application of AI agents is evident in various industries, with companies like Sony leveraging AWS to optimize internal processes and enhance data value [11][12] Strategic Intent and Market Positioning - AWS's strategy focuses on building a full-stack engineering capability rather than merely competing on model parameters or computing power, aiming to become a value realization platform for intelligent transformation [8][14] - The emphasis on security, compliance, and operational efficiency in AI deployment reflects a shift in corporate evaluation standards from novelty to ROI assurance [13][14] - AWS's comprehensive approach to AI, from chip design to model deployment, positions it as a strategic partner for enterprises seeking to govern and scale their AI capabilities [17]