1月15日，阿里力推的C端AI应用"千问"上线生活助理功能，可实现一句话点外卖、订机票、订酒店、 找餐厅等。这些能力目前基于阿里系生态实现，而未接入美团等外部平台。 实测显示，收到点咖啡的指令后，千问自动调用淘宝闪购，并根据用户定位信息，以卡片形式推荐附近 门店的咖啡品类。待用户选定商品，千问提供支付宝作为下单交易渠道，由用户手动结算。整个过程无 需离开千问App即可完成。 据介绍，涉及订单提交、资金支付、合同缔结等敏感环节时，AI智能体将仅执行到"待确认"状态（如生 成待支付订单），用户必须亲自审查订单详情（包括但不限于价格、时间、退改签规则等）并点击确认 或进行支付。 当前，手机AI智能体被视为未来的重要流量入口，也已成为大模型厂商和手机终端厂商竞逐的焦点。 2025年12月初，字节跳动旗下豆包手机助手一经上线，便掀起现象级关注度。 和千问AI智能体的API接口技术路线不同，豆包手机助手依靠读取屏幕内容和模拟操作来完成任务。其 优势是执行任务能力具有通用性，无需单个第三方App的逐一适配。 然而，"读屏+模拟点击"方案下，智能体的运行流畅度目前不及API接口方案，而且因使用手机操作底 层敏感权限引发公众隐 ...

1月15日，阿里力推的C端AI应用"千问"上线生活助理功能，可实现一句话点外卖、订机票、订酒店、找餐厅等。这些能力目前基于阿里系生态实现，而未 接入美团等外部平台。 实测显示，收到点咖啡的指令后，千问自动调用淘宝闪购，并根据用户定位信息，以卡片形式推荐附近门店的咖啡品类。待用户选定商品，千问提供支付宝 作为下单交易渠道，由用户手动结算。整个过程无需离开千问App即可完成。 千问App点咖啡操作过程截图。 而在预订酒店和机票时，千问则接入阿里旗下的飞猪，从价格、舒适体验等维度筛选出多个方案供用户选择。用户可点击相关方案的卡片链接跳转至预订页 面，再手动勾选合适的房型或机票套餐。 千问App推荐的从北京飞往广州的多个航班方案。 接入电商购物场景也是千问新推出的一大亮点。据阿里方面介绍，千问可结合淘宝上大量用户评价，为用户推荐多个较为匹配和稳妥的商品选项。如此一 来，用户无需像以往那样大量翻阅商品详情页进行判断。将AI用于提供购物决策背后，缘于阿里方面发现：千问App上线两个月以来，用户主动询问商品推 荐的次数月环比增长300%。 千问推荐多个符合用户指令需求的手机型号（左图）。点击商品卡片后，可查看售卖该商品的店 ...

Core Insights - Claude Cowork, launched by Anthropic, is an extension of the Claude Code model, designed to enhance productivity in PC work environments by automating tasks related to file management and content generation [1][3][4] - The tool aims to address common office tasks such as file organization, document editing, and project maintenance, which are essential for knowledge workers [3][4] Industry Perspective - The introduction of Claude Cowork marks a significant shift in the discussion around PC-based AI agents, moving from cloud-centric capabilities to a more integrated approach within local operating systems [3][4] - This development highlights the ongoing challenges in privacy, efficiency, and user experience associated with existing AI office solutions [3][4] Functionality and Use Cases - Claude Cowork operates by managing files within designated folders, allowing users to create, read, and modify documents without requiring manual intervention [4][9] - A notable example of its functionality includes organizing unpublished articles by cross-referencing local files with online content, showcasing its ability to handle complex tasks beyond simple file management [5][7] Unique Features - Unlike traditional AI office tools that rely heavily on user input and cloud processing, Claude Cowork maintains a focus on local file management while integrating with cloud services like Google Drive and Notion [8][12] - The tool's design minimizes user risk by confining its operations to authorized folders, thus avoiding broader system-level access that could lead to privacy concerns [16] Market Positioning - Currently, access to Claude Cowork is limited to subscribers of Claude Max on macOS, with plans for Windows compatibility in development [13] - The tool represents a middle ground in the AI office assistant landscape, contrasting with other solutions that either fully operate in the cloud or attempt to take over local systems entirely [15][16]

现在的手机，已经智能到有些科幻了： 当你对着手机说出"比价三大外卖平台的汉堡价格并下单最便宜的，备注后同步给好友"，无需手动点开任何App，手机后台便自动完成搜索、对比、操作 全流程，仅支付环节需要手动确认。 2025年年底，字节跳动旗下AI大模型"豆包手机助手"与中兴通讯合作，推出努比亚M153工程机（以下简称"豆包AI手机"），在科技领域引发空前轰动， 首批3万台工程机秒售罄，二手平台一度售价达到3万元。美国投资公司雪牛资本的创始人泰勒·奥根（Taylor Ogan）直接在社交平台上表示，"这简直是另 一个'DeepSeek时刻'！" 不久，腾讯旗下多款应用如微信、《王者荣耀》，以及阿里系多款应用、各大银行应用就对其采取措施。如《王者荣耀》启用AI控制检测，仅支持手动 操作，AI助手一旦介入便会导致账号被强制下线。淘宝不仅自动比价功能无法使用，甚至手动操作也频频触发安全机制，导致登录受阻...... 传统智能手机的AI功能，无论多么强大，本质上仍是被"封装"在特定应用或模块中的工具。无论是语音助手、图像识别还是智能推荐，它们都运行在应用 层，受制于操作系统的权限分配和资源调度。用户与AI的交互是有明确边界 ...

每经记者｜李宇彤 杨卉 每经编辑｜陈俊杰 2025年,Al成为科技核心:从基础设施到应用实践。 从能源突破到岸市探索 ... 科技不仅是工具, 引领生产力量 生产关系变革,更是推动人类进化的力量。科技也终将在 效率与伦理的平衡中,引领人类走向无限可能的新纪元。 国经记者 | 李宇彤 杨 舟 阿里巨资押注AI基础设施、千问 全面对标ChatGPT Monica发布全球首款通用AI智 能体Manus 我国可控核聚变技术取得重大 进展走向应用核心环节 全球首个人形机器人半程马拉 松鸣枪开跑 华为首次线下展出昇腾384超 节点 江门中微子实验完成2万吨液体 闪烁体灌注 元音 节点 中国开源模型首次跻身全球前五 大模型、具身智能双双开启 2025"商业化"元年 豆包手机助手引爆AI"系统级入 ■"争夺战 朱雀三号重复使用运载火箭发 射入轨 升调 商业化 AI ÀD ZINIV 制大气 关键词①：资本热潮 事件：阿里巨资押注AI基础设施，千问全面对标ChatGPT 新闻：2025年2月上旬，阿里联合创始人、董事局主席蔡崇信对外确认，阿里将与苹果开启 AI 领域合作；当月中下旬，阿里巴巴集团CEO吴泳铭进一步 宣布未来3年 ...

Core Viewpoint - ByteDance is in discussions with an unnamed automotive company to collaborate on vehicle manufacturing, although no further details or official responses have been released yet [1] Group 1 - The founder of Chefans, Sun Shaojun, confirmed the ongoing negotiations between ByteDance and a car manufacturer [1] - ByteDance previously collaborated with ZTE to launch the nubia M153 smartphone, which features the Doubao mobile assistant technology [1] - There are reports that ByteDance is also pursuing AI smartphone partnerships with hardware manufacturers such as Vivo, Lenovo, and Transsion [1]

Group 1 - The article highlights the unveiling of the world's first small modular reactor (SMR) by a South Korean company at CES 2026, emphasizing its potential to provide cleaner and more flexible energy solutions compared to traditional nuclear power plants [2] - The SMR technology is seen as a significant shift in nuclear energy, moving from large infrastructure to deployable tech products, which could power data centers and remote areas [2] Group 2 - A partnership between Zhiyuan Robotics and MiniMax has been established to enhance voice interaction in robotics, focusing on personalized voice synthesis and user experience [4] - MiniMax will provide a tailored AI technology support for Zhiyuan Robotics, optimizing the interaction between users and robots through a custom persona system [4] Group 3 - Beijing's artificial intelligence core industry is projected to reach a scale of 450 billion yuan by 2025, with over 2,500 companies expected to be concentrated in the area, accounting for about half of the national total [5] - The city is home to nearly 60 publicly listed AI companies and around 40 unicorns, showcasing its dominance in the AI sector [5] - The article mentions the significant user engagement of Doubao, an AI application, which surpassed 172 million monthly active users, indicating a transformative impact on the industry [5] Group 4 - Boston Dynamics' Atlas robot has made significant advancements by performing real work tasks at a Hyundai factory, marking a transition from laboratory demonstrations to industrial applications [4]

2025年11月27日，夸克AI眼镜发布，接入阿里千问大模型；2025年11月28日，华为AI玩具"智能憨憨"开 售；2025年12月1日，字节跳动发布豆包手机助手预览版及少量AI手机样机；2025年12月3日，理想汽 车举行AI眼镜Livis发布会。 深圳市前海排排网基金销售有限责任公司研究总监刘有华对《证券日报》记者表示："2026年或将成为 端侧AI由概念迈向规模化落地的关键拐点。隐私保护、低延迟需求、模型轻量化技术成熟以及自然交 互方式演进，将共同驱动端侧AI设备加速渗透日常生活与工作场景，拉开AI入口争夺的新序幕。" 中信建投（601066）研报显示，2026年手机、PC的AI渗透率有望分别达到45%和62%，端侧AI市场规模 预计从2025年的3219亿元跃升至2029年的1.22万亿元，年复合增长率达40%。 2026年国际消费电子展(CES)开幕在即，AI应用领域相关消息不断。 华泰证券研报显示，本届CES将成为AI应用落地的关键观察窗口，重点覆盖端侧AI、工业AI、Physical AI(物理AI)与汽车智能化等方向。科技行业投资主线正从算力基础设施走向从仿真、训练到现实世界部 署的完整技术 ...

更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 2026 年电子行业十大预测 20260104 Q&A 2026 年电子行业的十大预测中,云端算力板块有哪些重要趋势和变化? 2026年,云端算力板块尤其是国产算力将迎来显著发展。首先,从产能角度来 看,预计到 2026年底,包括国内头部晶圆厂在内的 N2 制程将释放充沛的产能, 为国内 GPU 厂商提供足够的供给。这意味着产能瓶颈不再是国产算力发展的核心 问题。 从需求端来看,无论是字节跳动等龙头公司的投放消耗,还是国产算力 原厂商的客单价情况,都显示出强劲增长。例如,在2025年 5月,字节跳动单 日数据消耗约为 15-16 万亿,到 9 月底已达到 30 万亿,并在 12 月初超过 50 万 k 调研纪号 争 狗 - 国产 GPU 产能释放,不再是算力瓶颈,字节跳动等龙头企业数据消耗量激 . 增,预示国产算力需求端强劲增长,2026年中或突破百万亿级别,为国 产算力公司业绩兑现奠定基础。 寒武纪和海光等龙头 GPT 公司在产能供给和地方政府招标中占据优势,同 ● 时,推理芯片需求增加,ASIC 芯片有望与 GPU 并驾齐驱,新元股份和翱 捷等公司 ...

Group 1 - The core sentiment for 2026 is that the technology industry will enter a digestion phase of existing capabilities, moving away from the rapid conceptual advancements seen in previous years [1][30] - The AI and computing market is expected to experience a significant slowdown in growth, with the increase in the intelligent computing market projected to drop from nearly 80% in 2025 to about 38% in 2026 [4][6] - The rise of domestic AI computing capabilities, such as Huawei's Ascend and Kunlun chips, is expected to alleviate the previous supply shortages and challenge the dominance of Nvidia [6][7] Group 2 - The AI algorithm and model companies are facing challenges in establishing sustainable business models, with many still in the money-burning phase and struggling to find a viable revenue stream [12][14] - The consumer market for AI products is becoming increasingly competitive, with major internet companies vying for market share, leading to a potential decline in user engagement and revenue [13][16] - The focus for AI terminals in 2026 will shift towards niche markets, targeting specific user needs rather than attempting to appeal to the mass market [17][19] Group 3 - The cloud service industry is facing difficulties, with many companies unable to cover costs due to a lack of demand for comprehensive cloud solutions, leading to a concentration of market power among firms with full-stack capabilities [21][23] - The integration of AI and communication technologies is expected to slow down, as existing network capabilities are often sufficient for current AI applications, limiting the need for new infrastructure [25][27] - The market for communication services is shifting from large-scale projects to smaller, more manageable upgrades for SMEs, creating opportunities for companies that can provide reliable and cost-effective solutions [26][27]