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 Viewpoint - The emergence of the Doubao AI phone, which has been highly speculated in the second-hand market, has triggered a new "mobile entry competition" as major apps like WeChat and Alipay impose restrictions on its usage, impacting its market value significantly [1][6]. Group 1: Market Dynamics - The Doubao AI phone, originally priced at 3499 yuan, has seen its second-hand market price soar to as high as 36,000 yuan, but has recently experienced a significant price drop due to restrictions imposed by major apps [1][4]. - The phone's unique feature of integrating the Doubao AI assistant into its operating system allows for automated app interactions, which has led to its initial high demand and pricing in the second-hand market [3][4]. - The phone's limited availability through F-code purchases has created a sense of scarcity, contributing to its initial high market price, but this has changed as it transitioned to the second-hand market [3][4]. Group 2: App Restrictions and Market Impact - Major applications like Taobao, Meituan, and Alipay have restricted the use of the Doubao AI phone, leading to a decline in its market price as users face login issues and operational limitations [6][7]. - The restrictions are framed as privacy and security concerns, but they also reflect a deeper conflict over "entry control" and "data sovereignty" between the Doubao AI phone and established apps [6][7]. - The shift in user interaction from manual to AI-driven operations poses a threat to the traditional business models of these apps, which rely on user engagement for advertising revenue [7][8]. Group 3: Future of AI Phones - The trend towards AI integration in smartphones is expected to grow, with projections indicating that by 2026, AI phone shipments in China could reach 147 million units, accounting for over half of the market [8]. - Despite current challenges such as compliance and ecosystem friction, the demand for efficient AI interactions among users is anticipated to drive future developments in AI phones [9][10]. - Experts believe that the true potential of AI phones is on the horizon, with expectations that consumers will eventually have personalized AI assistants akin to "Jarvis" [10].

21世纪经济报道记者骆轶琪 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 ...

"大家有好奇，有期待，也免不了一些'拷问'。"12月9日，倪飞在回应中并未回避目前的困境。他表 示，手机行业已许久未出现颠覆式创新，在AI大变革时代，努比亚的选择是"开放"。 对于外界关于努比亚为何选择与豆包深度绑定的疑问，倪飞将其以"iPhone+ChatGPT"与"三星 +Gemini"的模式举例。他强调，核心目的是为了实现"1+1>2"，给用户带去更好的体验。他坦言，目前 也收到了一些问题和反馈，"正在与合作伙伴积极地沟通与解决"。 从发布时的"一机难求"炒至万元，到遭遇微信等App"堵截"，字节跳动豆包大模型与中兴努比亚联合发 布的努比亚Z60 Ultra领先版（工程机型号Nubia M153）在短短十天内站在了舆论的风口。 12月9日，针对近期行业对于努比亚M153技术预览版兼容性与安全性的讨论，中兴通讯终端事业部总 裁、努比亚技术有限公司总裁倪飞发文回应，表示收到了问题反馈，正与合作伙伴沟通解决。抖音集团 副总裁李亮随后也转发，称"AI带来的变革是真实存在的"。 倪飞、李亮回应：AI手机发展势不可逆 随后，抖音集团副总裁李亮转发了该微博，并配文称："豆包和中兴的探索是一个开始，不论这次是不 是会成 ...

Core Insights - The launch of Doubao mobile assistant has sparked significant attention in the tech industry, with discussions surrounding its functionality, security, and potential to disrupt existing internet business models [3][4][6] - Following initial excitement, the assistant faced restrictions from major apps, limiting its capabilities and raising concerns about its usability [4][6][19] - Despite challenges, the assistant demonstrated practical AI capabilities, effectively handling tasks and user preferences [8][11][19] App Functionality and Restrictions - Out of 23 tested apps, 8 faced restrictions, with 15 remaining fully operational through AI commands [3][4] - Major apps like WeChat, Alipay, and Meituan were either completely inaccessible or limited in functionality, while others like QQ and JD remained unaffected [4][6] - The restrictions stemmed from concerns over security and compliance with app-specific risk control mechanisms [4][24] AI Assistant Experience - The Doubao mobile assistant showcased a high level of adaptability, successfully navigating various tasks and user requests [8][11][19] - It effectively closed ads and navigated app interfaces, providing a seamless user experience [8][11] - The assistant's ability to handle unexpected challenges and execute complex tasks demonstrated its advanced capabilities [13][19] Technical Aspects - The assistant's smooth operation is attributed to its system-level permissions and advanced model capabilities, allowing it to perform tasks in the background [21][22] - The use of INJECT_EVENTS permission enables the assistant to simulate user actions without interrupting the user experience [21][24] - The underlying technology is based on a proprietary model optimized for mobile use, enhancing its performance [22][24] Industry Implications - The emergence of AI assistants like Doubao poses a threat to traditional app business models, potentially undermining their advertising revenue [26][27] - Major apps are likely to resist the integration of such assistants due to concerns over user engagement and revenue loss [27][28] - The future of AI assistants will depend on establishing a cooperative ecosystem that balances user needs with app developers' interests [28]

Core Insights - The launch of Doubao phone has generated significant market interest, leading to a surge in its resale price on second-hand platforms, reaching 16,000 yuan, an increase of over 23% from the previous high of approximately 12,999 yuan [1][2][3] - The official purchase qualification codes (F codes) for Doubao phone have largely disappeared from second-hand platforms, indicating a shift in purchasing demand towards second-hand transactions [1][2] - Despite the release of a statement regarding adjustments to AI operation capabilities, a gray market for unlocking or circumventing restrictions on Doubao phones has emerged, with technical personnel offering tutorials for rooting Android devices [2][3] Market Dynamics - The resale price of Doubao phone has escalated from a range of 500-1,000 yuan for F codes to 16,000 yuan, reflecting a strong demand and speculative trading behavior in the market [1] - The inability to purchase Doubao phone through official channels has redirected all purchasing needs to the second-hand market, further driving up prices [1][2] - Technical experts indicate that rooting the device may not guarantee full functionality of the Doubao AI assistant due to high compatibility requirements, highlighting potential limitations in the gray market solutions [2][3]

No content yet！ ...

昨日， AI大模型企业智谱开源其能操作手机的 AI Agent模型AutoGLM。开源链接在此： https://github.com/zai-org/Open-AutoGLM 此次开源的是一套 "拿来就用"的完整能力包，包括训练好的核心AI Agent模型、 Phone Use 能力框架与工具链、覆盖淘宝、抖音、美团 等 超过 50个高频中文App 。 市场对此反应迅速。业内调研数据显示，开源消息公布后， AI手机概念在二级市场短线拉 升，福蓉科技涨停，胜宏科技、道明光学等个股纷纷走高；思泉新材、鹏鼎控股等产业链配套 企业也纷纷跟涨 ， 整体形成板块普涨的活跃态势，凸显市场对 AI手机产业链开放发展的强烈 看好。 开发者实测发现， AutoGLM通过一整套Phone Use能力框架，能在真机上稳定 准确 完成一 系列操作，诸如发送微信红包、外卖点单、机票预订等。 安卓生态虽以开源立足，却深陷 "碎片化"泥潭——全球超2万种设备型号、各厂商定制化系统 导致适配成本暴涨，开发者被迫将80%精力耗费在兼容工作上。更关键的是，安卓缺乏统一 的AI Agent底座，跨APP协同能力薄弱。 AutoGLM的开源恰好提供 ...

Core Insights - The collaboration between Doubao and Nubia, a brand under ZTE, has led to the launch of the Doubao phone, Nubia M153, which has sparked significant discussion due to some mainstream apps rejecting its login [1][2] - The Doubao phone assistant technology was officially previewed on December 1, 2025, and the Nubia M153, priced at 3499 yuan, has seen a strong market response, with prices even reaching 10,000 yuan in some cases [1] - The Doubao phone assistant, integrated deeply into the phone's operating system, can perform complex cross-application operations via voice commands, but has faced issues with certain apps like WeChat and various banking applications [1][2] Group 1 - Nubia's president, Ni Fei, emphasized the irreversible trend of AI in mobile phone development and stated that the company is addressing the issues raised by users in collaboration with partners [1] - Doubao announced adjustments to the AI phone assistant's capabilities, particularly limiting its use in financial applications to ensure user security, reflecting a cautious approach to technology deployment [2] - Ni Fei highlighted the need for disruptive innovation in the mobile industry, comparing the collaboration to successful integrations like iPhone with ChatGPT, aiming to enhance user experience [2] Group 2 - Doubao's official WeChat account has responded multiple times regarding the AI assistant's capabilities and the adjustments made to ensure a stable and secure user experience [2] - The Doubao and Nubia partnership is seen as a starting point for exploring AI's potential in the mobile industry, with acknowledgment from Douyin Group's vice president about the real demand for AI-driven changes [2]

Core Viewpoint - The article discusses the recent developments and strategic direction of Nubia Technology in the AI smartphone sector, emphasizing the importance of innovation and user experience in the industry [1] Group 1: Company Strategy - Nubia's president, Ni Fei, highlighted the lack of disruptive innovation in the smartphone industry and stated that the trend towards AI smartphones is irreversible [1] - The collaboration with Doubao Mobile Assistant is likened to partnerships seen with iPhone+ChatGPT and Samsung+Gemini, aiming to enhance user experience [1] - Nubia has been focusing on AI since 2017, adhering to the "AI for All" philosophy, which aims to make AI accessible to everyone rather than a select few [1] Group 2: Product Development - The journey of Nubia's AI development includes the launch of the first AI smartphone, Z17, and the multi-model collaboration concept set for 2025 [1] - The recent M153 model, developed in partnership with Doubao, represents Nubia's ongoing commitment to proactive innovation [1] Group 3: User Engagement - Nubia is actively engaging with partners to address user feedback and is committed to ongoing discussions with the public regarding future developments [1] - The company expresses gratitude towards users for their support and emphasizes its focus on technological innovations that enhance user experience [1]