陈白/文 对中国手机厂商而言，即将到来的2026年，或许将成为智能手机普及以来最为艰难，却也最具 决定性的一年。 12月1日，字节跳动旗下的豆包宣布上线手机助手，试图重塑人机交互逻辑。这被视为软件厂商向AI （人工智能）手机领域进军。AI手机是继智能机之后的又一次代际革命，这已是市场共识。但在AI概 念尚未完全落地之时，软硬件厂商围绕"入口"的争夺战已经提前打响。 AI的"iPhone时刻"未来会出现在软件公司还是在硬件厂商，现在谁也没有答案。 在竞合中创新，或许是我们迎接AI"iPhone时刻"最好的姿态。毕竟我们真正期待的，不是安装了AI软件 的旧手机，而是基于AI所诞生的新物种。 软件巨头当然不甘心仅作为App存在，希望通过"AI超级助手"接管手机控制权。豆包手机助手的尝试便 是一个典型信号——它正在尝试跨越App边界，直接帮用户完成订票、支付等操作。这种"绕过"传统操 作系统逻辑的方案，本质上是对现有应用生态的挑战。反观硬件厂商，为了防御并构建自己的生态壁 垒，也纷纷将AI能力内化为系统的一部分。 理想状态下的AI手机，应该是底层硬件、操作系统与上层应用的无缝融合，带给用户如人类般思考和 行动的体验。 ...

Core Viewpoint - The "Doubao Mobile Assistant" has announced restrictions on its AI capabilities, focusing on three specific scenarios: score manipulation, financial applications, and gaming usage [1]. Group 1: Product Overview - The Doubao Mobile Assistant was launched on December 1, in collaboration with ZTE, using the Nubia M153 model as a customized technology showcase [3]. - Its main selling point is the automation of daily app operations, such as ordering food, booking flights, and price comparison shopping [3]. - The official price of the Doubao Mobile is 3499 yuan, with an initial stock of approximately 30,000 units [3]. Group 2: User Experience - Users have reported that the Doubao Mobile can execute complex commands, such as placing orders on food delivery apps and posting on social media [5]. - One user mentioned that the phone could automatically search for job postings and submit resumes, completing about 30 applications in 10 minutes [5]. - However, the execution speed of commands is slower than manual operations, taking 2 to 3 seconds per step compared to 3 seconds for manual completion [5]. Group 3: Market Demand and Pricing - The Doubao Mobile has generated significant interest, leading to it being sold out at ZTE stores, with resale prices on second-hand platforms reaching up to 12,900 yuan [9]. - Rental services for the Doubao Mobile are also emerging, with daily rental fees as high as 1600 yuan [11]. Group 4: Restrictions and Compliance - The Doubao Mobile Assistant has implemented restrictions on certain applications to prevent misuse, such as video platforms and gaming apps, to ensure fair play and compliance with app policies [12]. - Financial applications like Taobao and major banks have also restricted the Doubao Mobile Assistant's capabilities due to security concerns [12]. - The assistant faced issues with WeChat, where users were logged out due to security measures, prompting the assistant to disable related functionalities [13].

作为一个医学僧兼数码爱好者，我一直习惯用 Apple Watch 记录日常体征，并在健康 App 中定期录入血压、血糖等数据。最近，在好基友的安利下，我入 手了一枚 Oura Ring，打算用它替代 Apple Watch 来监测生命体征。切换设备后，我注意到两者都在追踪一个重要指标：HRV，心率变异性。Oura 用它来 评估每天的压力情况、恢复状态和睡眠质量；Apple Watch 则在健康 App 里把它作为心脏健康的核心指标之一。 其实，这并不是我第一次接触 HRV 了。近两年，市面上涌现了不少以 HRV 为核心的应用——压力监测类的如 StressWatch、Amood，运动恢复类的如 PeakWatch、Athlytic。就连 Garmin 这样的专业运动设备品牌，也开始将 HRV 纳入「训练准备度」的评估体系。 这让我产生了几个疑问：HRV 到底是什么？它真的有这么神奇的效果吗？测量准不准，准确性有多高？日常穿戴设备——手表、手环、戒指等——真的 能测出准确数值吗？ 带着这些问题，我查阅了一些资料和文献，整理出这篇分享，希望对派友们有所帮助。 （声明：设备均为自费购买，非广告。Oura Ring ...

Core Insights - Berkshire Hathaway's investment portfolio, valued at $312 billion, has a significant exposure to artificial intelligence (AI) stocks, amounting to over $75 billion concentrated in three major companies [4][3]. Group 1: Investment Portfolio Overview - Berkshire Hathaway's investment strategy has historically focused on long-term value, with a notable emphasis on companies with sustainable competitive advantages [2]. - The portfolio's substantial AI exposure is largely due to the performance of the S&P 500 and Nasdaq, driven by advancements in AI technology [3]. Group 2: Major AI Holdings - **Apple**: Represents the largest holding at $67.44 billion, driven by customer loyalty, strong management, and a robust share repurchase program, despite recent sales growth weaknesses [5][6][10]. - **Alphabet**: Valued at $5.62 billion, Alphabet benefits from its dominant position in internet search, controlling 89% to 93% of the market, and has significant growth potential through its Google Cloud segment, which is integrating generative AI solutions [11][12][15]. - **Amazon**: Worth $2.34 billion, Amazon leads in both e-commerce and cloud infrastructure services, with AWS accounting for about one-third of cloud spending. The company is also deploying generative AI to enhance its service offerings [16][19][20].

Core Insights - ZTE Corporation has partnered with ByteDance's AI model "Doubao" to launch the "Doubao Phone," which automates daily app operations, leading to significant consumer interest and rapid sales [1][3] - The Doubao Phone sold out quickly at a price of 3499 yuan, with resale prices reaching between 6000 yuan and 12,900 yuan, indicating high consumer demand [1] - Zhou Hongyi, founder of 360, predicts that AI assistants like Doubao will disrupt traditional internet business models by allowing users to bypass multiple apps for tasks like shopping and banking [1][3] Industry Impact - Zhou Hongyi believes that Doubao creates a cross-platform channel that undermines the traditional app ecosystem, potentially collapsing the business models of major internet companies that rely on user engagement and advertising [3] - Major tech companies may respond with defensive strategies, such as altering app structures or forming alliances to limit AI's access to their platforms [3] - The competition for "mobile desktop control" is expected to intensify, with smartphone manufacturers likely to develop their own AI assistants to maintain control [3][4] Technological Challenges - The Doubao Phone Assistant aims to provide a more advanced AI capability than existing assistants like Siri, but faces significant challenges in gaining cooperation from third-party app developers [6] - Current regulations prohibit third-party apps from allowing external applications to access their data, complicating the implementation of cross-app automation [6][7] - Initial user feedback indicated issues with the Doubao Phone Assistant, particularly with app stability, prompting the need for adjustments in its operational capabilities [6][7] Market Reactions - The launch of the Doubao Phone is seen as an early exploration in the AI assistant space, with other manufacturers also developing similar technologies [7][8] - Companies like Honor and Vivo have previously showcased their own AI capabilities, indicating a growing trend in the industry towards AI-driven mobile operations [7][8] - Honor's AI team expressed excitement about the Doubao Phone's entry into the market, suggesting that increased competition will benefit consumers [8]

Meta is scaling back its metaverse spending and redirecting resources toward AI-powered glasses and wearable devices, marking one of the company’s most significant strategic pivots in years. Key Takeaways: Meta is cutting metaverse spending as it shifts focus to AI-powered wearables. VR platforms like Horizon Worlds have stalled, while smart glasses are gaining traction. The pivot aligns with a broader industry move toward lightweight, AI-integrated devices. The shift comes as investor skepticism ...

Core Insights - Thunderobot Technology will showcase its 2026 product lineup at CES 2026, featuring gaming laptops, mini PCs, and esports peripherals powered by Intel® Core™ Ultra Series 3 processor, highlighting its hardware strategy for esports in the AI era [1][6] Product Highlights - The ZERO Air is one of the lightest gaming laptops globally, weighing approximately 1.6 kg, and offers dual full-power performance based on the Intel Panther Lake platform, showcasing significant energy efficiency improvements [3] - The Machenike F1 is an FPS controller designed for first-person shooters, featuring an ultra-high polling rate of 8000Hz, 12 optical micro-switch triggers, and hot-swappable switches for a customizable gaming experience [3] - The THUNDEROBOT BLACKWARRIOR Focusound Monitor integrates Audfly acoustic technology, providing a personal sound field without headphones, ensuring sound is directed to the user while remaining inaudible to others [4] - The aibook 14 Pro is a lightweight multifunctional laptop with a carbon-fiber chassis, weighing around 1.0 kg [5] - The THUNDEROBOT MIX G2 is a mini PC equipped with a GeForce RTX™ 5090 laptop GPU, while the Machenike MINI GTS features the Ultra 9 Processor 285H [5] - The Shadow Hunter EX68 is an FPS gaming keyboard utilizing exclusive analog optical switch technology [5] Company Overview - Established in 2014, Thunderobot Technology focuses on high-performance gaming hardware and a comprehensive esports ecosystem, with operations in 45 countries and regions, achieving a brand value of approximately $3 billion [6]

Core Viewpoint - Doubao Mobile Assistant has adjusted its AI capabilities to restrict usage in three specific scenarios: score manipulation, financial applications, and gaming applications [1][7]. Group 1: Product Launch and Market Response - Doubao Mobile Assistant was launched on December 1, in collaboration with ZTE, using the Nubia M153 model as a customized technology showcase [3]. - The product's main selling point is its automation capabilities for daily apps, including food delivery, flight booking, and price comparison [3]. - Within four days of launch, the AI phone sold out, with resale prices on second-hand platforms reaching as high as 12,900 yuan for a device originally priced at 3,499 yuan [3]. - Rental services for the Doubao phone are also emerging, with daily rental fees reaching 1,600 yuan [3]. Group 2: Restrictions and Compliance Issues - Users have reported using Doubao Mobile Assistant for activities like video watching for rewards and gaming, which have now been restricted by the company [7]. - The official explanation for these restrictions is to maintain the integrity of user interactions and ensure fairness in gaming scenarios [7]. - Financial applications such as Taobao and major banks have encountered issues where Doubao Mobile Assistant cannot log in or complete transactions, leading to a temporary suspension of its operational capabilities in these areas [7]. - The initial warning came from WeChat, which flagged users for abnormal login environments, prompting Doubao to disable related functionalities [7]. Group 3: Technical and Compliance Challenges - The AI assistant relies on screen reading and simulation operations, utilizing large model recognition and Robotic Process Automation (RPA) [8]. - Most apps have not participated in the authorization process, leading to security measures that restrict automated tools [8]. - The isolation system in mobile operating systems prevents apps from accessing each other's data, which the AI assistant's screen reading capabilities bypass [8]. - Doubao is actively seeking to communicate with application developers to establish clearer rules and avoid blanket restrictions on AI usage [8].

（原标题：豆包手机助手正式调整，限制AI刷流量、代打游戏、付款交易） 21世纪经济报道记者肖潇 北京报道 12月5日上午，"豆包手机助手"发布最新公告称，已调整其 AI 操作手机的能力，重点对三类场景作出限制：刷分刷激励、金融类使用以及游戏类 使用。 豆包手机助手于12月1日上线。官方介绍其与中兴通讯合作，以努比亚M153 机型为载体推出，属于定制的技术展示"工程机"。其核心卖点在于对 日常 App 的自动化操作，包括点外卖、订机票、比价购物。甚至在媒体测评中，AI还可以代替回复微信消息、操作小程序游戏。 发布四天内，这款 AI 手机即被抢购一空。21记者注意到，在用户交流群中，有人使用豆包手机助手在拼多多刷视频领"金币"，在抖音极速版获 取流量激励，以及尝试让 AI 代打《王者荣耀》。 目前豆包对这些场景均做出了限制。官方解释，部分App厂商推出激励机制的初衷，是鼓励真实用户的主动交互行为，不希望此类设计被AI领 取。而在游戏场景及竞技排名，为保证公平性，因此也暂时下线了部分游戏的 AI 操作能力。 在金融场景中，豆包同样遭遇阻碍。淘宝、中国农业银行、中国建设银行等 App 中已经出现了 豆包手机助手无法登 ...

Core Viewpoint - The iPhone 17 Pro has made significant improvements in imaging experience compared to its predecessors, but it has removed the night mode feature in portrait mode, which was previously available in earlier models [1][3]. Group 1: Camera Features - The iPhone 17 Pro features a new "Center Stage" front camera and an upgraded rear triple-camera system with 48 million pixels, along with new software functionalities like "Dual Capture" [3]. - Users have reported the absence of the night mode feature in portrait mode, which was a popular function for low-light portrait photography [3][6]. - Since 2020, all Pro series models have supported night mode in portrait photography, making the removal in the iPhone 17 Pro an unusual decision [6]. Group 2: User Impact - The lack of night mode in portrait mode may lead to a downgrade in functionality for users who heavily rely on this feature when upgrading to the iPhone 17 Pro [6]. - If user feedback is strong enough, the company may consider reintroducing the feature through a software update in the future [6].