这可能是，近期让所有友商都睡不好的国产机。 前几天中兴悄咪咪上架了个新机，叫努比亚 M153。 这个名字估计没多少人记住，因为大家印象更深的，是它另一个名字——豆包 AI 手机。 严格来讲，是字节做了个豆包 AI 助手，然后让中兴负责手机硬件，凑出来的这么一个机。 卖 3499，只有 16+512GB 一个版本。 手机本体也做得挺有意思。 背面的影像模组，整得像健胃消食片似的。 6.78 英寸 1.5K 屏，支持 120Hz LTPO，骁龙 8 至尊版，5000W 三摄，包括了主摄+超广角+长焦， 6000mAh+90W 有线充+15W 无线充。 包括 NFC、红外、超声波指纹、立体双扬，该有的都有。 这套硬件拿来做主力机，也不成问题。 但毕竟这也不是正经拿来量产开卖的手机，只是一个技术预览版。 说人话，就是豆包为了展示自己的 AI 手机助手方案，打了个样板。 所以货量也不多，一开卖就售罄了，下一批要等 2026 年。 手慢一点都抢不到的那种。 现在想要入手，只能到海鲜市场加钱买。 比较多的是溢价 4、500 的，离谱一点的溢价 3000+ 的都有。 辣么问题来了。 一台远没有到成熟量产、连官方都说「普通人慎 ...

Core Viewpoint - The emergence of AI Agents, such as Doubao's mobile assistant, is causing significant disruption in the mobile internet ecosystem, raising concerns among internet companies about security and operational integrity [1][3][11] Group 1: AI Agent Functionality and Impact - Doubao's mobile assistant has faced backlash due to its AI capabilities, which require user authorization for operations, leading to restrictions on certain financial apps [1][3] - The GUI-Agent technology aims to streamline user interactions by automating tasks, but it challenges the traditional app entry logic, potentially disrupting existing traffic and monetization strategies [3][4] - The ability of AI Agents to perform tasks without user interaction could lead to a breakdown of the app ecosystem, as users may not engage with advertisements or app interfaces [4][11] Group 2: Fairness and Regulation Concerns - The automated nature of AI Agents raises fairness issues, particularly in competitive environments like gaming, where it could disrupt balance and integrity [5][11] - Internet companies are cautious about AI Agents due to existing risk management systems that do not account for AI-driven task completion, leading to a "rules vacuum" [11][16] Group 3: Future of AI Agents and Internet Services - The relationship between AI Agents and apps is expected to evolve, with potential new frameworks for collaboration, including digital signatures and whitelisting for AI operations [16][19] - As AI technology matures, the interaction model will shift, with users providing direction while AI Agents execute tasks, creating a collaborative structure rather than a competitive one [19][20] - The ongoing "smart assistant war" is anticipated to simplify mobile operations, ultimately transforming how users interact with their devices [20]

Core Insights - Doubao Mobile Assistant faced restrictions on WeChat shortly after its launch, with users receiving messages about abnormal login environments, leading to the suspension of WeChat operations within the app [1] - The Doubao Mobile Assistant was officially launched on December 1, primarily designed for the Nubia M153 phone, which is not mass-produced and is currently sold out [1] - Doubao aims to collaborate with phone manufacturers on operating systems rather than entering the smartphone manufacturing market [1] Group 1 - Doubao Mobile Assistant allows users to automate tasks such as ordering food, booking flights, and responding to WeChat messages without occupying screen time [1] - The AI-driven task execution may trigger security measures in third-party apps, as it operates through accessibility interfaces that could be mistaken for bot accounts [3] - Other smartphone manufacturers, including Vivo and OPPO, have also faced similar restrictions with their AI assistants being blocked by apps like WeChat and Bilibili [3][4] Group 2 - OPPO's AI assistant features, such as "AI One-Key Flash Note," have been limited due to WeChat's restrictions, requiring users to manually record expenses [4] - Amazon has taken legal action against Perplexity AI for allegedly bypassing its security measures, raising concerns about user privacy and data security [4] - Perplexity AI responded to Amazon's lawsuit by claiming that large platforms should not interfere with how users utilize AI tools [4]

从豆包手机助手看端侧 AI 行情 20251201 摘要 AI 手机换机潮预计 2026 年启动，第三方厂商将积极跟进。字节跳动豆 包手机助手以系统级交互、跨 APP 执行、定时任务和后台运行等超预期 功能，领先于三星和苹果的同类产品。 努比亚 M153 首批备货 50 万部，售价 3,499 元，搭载豆包手机助手， 任务成功率高达 80%，验证了其产品力。该机型采用高通骁龙至尊版芯 片，配备大容量电池和存储，支持快充。 端侧 AI 统一入口竞争加剧，华为小艺、Apple Intelligence 等提升跨应 用协调能力，背后是专属模型技术在 2025 年的迭代。模型压缩、低比 特量化、架构优化和快慢双模式等技术是关键进展。 智能硬件厂商或需与第三方模型厂商合作，苹果计划每年花费 10 亿美 元购买谷歌 Gemini 模型服务，三星选择与 Genia 合作，以应对市场需 求并推动行业进步。 端侧 SOC 板块受益于 AI 硬件产业，豆包生态链行情带动乐鑫科技、恒 玄科技等标的。SOC 板块估值普遍偏低，叠加催化因素，有望成为行情 驱动因素，金证股份被认为是 FOC 板块中估值最低的股票。 Q&A 豆包手机助手 ...