允中 发自 凹非寺 量子位 | 公众号 QbitAI 天禧个人超级智能体 和 字节跳动扣子官宣生态合作！ 天禧超级智能体是联想集团推出的 新一代AI助手平台 ，是"一体多端"策略中的"一体"， 即智能终端设备的"AI大脑"，旨在成为人机交互的第 一入口 。它集成了语音、文本、视觉等多种交互能力、全时空记忆和自主规划执行三大超级能力，并提供AI操控、AI搜索、AI翻译、AI笔记 和AI服务五大黄金功能，通过端云混合部署架构，为用户提供跨设备、跨生态的超级智能体验。 继ChatExcel"对话做表"功能成为现象级亮点后，天禧选择合作开发者平台扣子，不仅是其AI功能上的扩容，更标志着联想AI发展已走向平台 化、生态化的整合阶段，AI生态赋能的核心属性得到全面加强。 天然流量入口+高效开发 据悉，扣子平台具备开发成本低、功能完善的核心优势，支持用户通过可视化界面构建AI应用。此次合作旨在解决AI开发者 "开发易，分发 难" 的核心痛点，开辟了一条从AI创意到商用的"高速公路"。 开发者可通过扣子平台 高效开发 个性化智能体，再通过天禧平台 天然流量入口与设备覆盖优势 ，将这些智能体无缝推送到搭载天禧的AI终 端上。双 ...

Group 1 - The core point of the article is that Xiaomi Browser has completed an "AI search" function upgrade, integrating with Doubao large model and Volcano Ark high-code intelligent agent products, enhancing user experience in search interactions [1][2] - The upgrade allows users to query in natural language, significantly improving search convenience and expanding the service boundaries for comprehensive information retrieval and processing support [1] - Xiaomi App Store will focus on promoting intelligent agent modules this year, facilitating the development and dissemination of intelligent agents through the integration with Volcano Engine's Kous platform [1] Group 2 - Volcano Engine plans to deepen collaboration with Xiaomi App Store and Xiaomi Browser, focusing on the application exploration of large models and intelligent agents in terminal scenarios [2] - The goal is to continuously expand the boundaries of intelligent interaction, providing users with more efficient, convenient, and personalized services [2] - This partnership aims to drive innovation in the smart terminal ecosystem [2]

国内科技厂商 Agent 布局与落地难点 20250612 摘要 字节跳动计划在 12 月发布豆包通用大模型 2.0 版本，该版本将合并豆 包和豆包 Thinking，并实现自推理技术路径的全自研以及多模态理解模 型的端到端贯通，预计 10 月或 11 月开始上线供用户使用。 豆包大模型日均 tokens 使用量从 2024 年 12 月的 4 万亿增长到 2025 年 6 月的 16.4 万亿，其中约 12%-15%通过各种渠道调用并收费，主 要集中在服务、工具和教育行业，大部分仍由字节跳动内部平台调用。 火山引擎占据国内公有云市场超过 55%的份额（截至 2025 年 6 月）， 增长主要源于中小企业选择和价格战，并投放了大量 H20 芯片，与科大 讯飞合作提供 AI 解决方案，尤其在民营企业和创业公司中具有显著优势。 字节跳动在 AIGC 领域布局广泛，提供从大型集团客户的 agent 私有化 部署（起步价 80 多万元）到公有云方案，以及模块化组件收费模式， 并投入 SaaS 套件，如扣子空间和豆包移动端及 PC 端，覆盖不同规模的 企业和个人用户。 扣子平台已成为国内领先的智能体搭建平台，拥有约一百 ...

Investment Rating - The report rates the industry as "Positive" [2] Core Insights - The report emphasizes the continuous increase in AI investment, with a dual focus on both consumer (C-end) and business (B-end) sectors [2][3] - ByteDance leads in AI computing power investment among major companies, with a projected server procurement of $8 billion in 2024, ranking first among domestic enterprises [3][8] - The Doubao model has shown significant performance improvements, achieving a 32% enhancement in comprehensive capabilities compared to its May version, aligning with GPT-4o levels [3][20] - Doubao's pricing strategy is highly competitive, with input costs for its visual understanding model at 0.003 yuan per thousand tokens, 85% lower than the industry average [3][27] Summary by Sections 1. ByteDance's AI Strategy - ByteDance has established a clear division of labor in AI, with dedicated teams for model development and application, laying a solid foundation for growth [6] - The Doubao model has rapidly advanced, achieving performance metrics comparable to GPT-4o [14][20] - ByteDance's ecosystem advantages, including traffic from platforms like Douyin and Toutiao, have helped Doubao gain a significant user base [32][36] 2. Doubao's Potential Across Multiple Sectors - The AI agent market is expected to grow rapidly, with a projected market size of 852 billion yuan by 2028, driven by increasing enterprise investments in AI [3][45] - ByteDance's Volcano Engine and implementation partners are injecting new vitality into B-end digital applications [3][38] 3. Related Investment Opportunities - The report suggests focusing on companies such as Hand Information, Lexin Technology, Runze Technology, and Lenovo Group as potential investment targets [3]