荣耀ROBOT PHONE亮相CES 2026，全球首款机器人手机引关注 作为荣耀阿尔法战略核心落地项目，ROBOT PHONE更多被外界视为有温度的、全新的智能生命体，它 没有激进地抛弃手机形态，而是在保留日常使用习惯的基础上，悄悄加入"会动""会看""会想"的能力， 以一种温和而富有想象力的方式，悄然描绘着下一代智能终端的图景。 荣耀ROBOT PHONE亮相CES 2026，全球首款机器人手机引关注 [ZOL中关村在线原创新闻]在正在进行的国际消费电子展（CES）上，荣耀带来了一款颇具未来感的新 品——全球首款机器人形态智能手机ROBOT PHONE。 ROBET PHONE 图源微博@WHYLAB [ZOL中关村在线原创新闻]在正在进行的国际消费电子展（CES）上，荣耀带来了一款颇具未来感的新 品——全球首款机器人形态智能手机ROBOT PHONE。 ROBOT PHONE最引人注目的设计，是其背部集成的隐 藏式三轴机械臂云台。用户只需轻点屏幕，云台即可自 动展开，实现灵活转动、智能跟拍与专业级防抖。相比 传统光学防抖（OIS）或电子防抖（EIS），这款机械云 台方案支持更大角度的物理补偿，在动态拍摄 ...

2026年将愿景升级为"全球领先的IP运营平台"，着力于构建一个开放、共创的IP创新生态。并表示，未 来十年，要带领100个中国IP走向世界，亲手打造世界级IP。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：1月4日，名创优品集团董事会主席叶国富发布2026年新年寄语，披露2025年业务进展及2026 年IP生态发展方向。 致辞显示，2025年名创优品遍布全球112个国家和地区、超8000家门店的深海布局，特别是海外GMV占 比突破46%。同时，名创优品宣布启动"IP天才少年计划"，以百万至千万年薪面向全球招募顶尖IP设计 人才，旨在强化原创IP孵化，构建自有IP矩阵，推动公司向全球领先的IP运营平台升级。全球25家 MINISO LAND的落地，与超180个国际顶流IP的深度共创，推动了从"IP联名"到"IP生态"的跃升。 YOYO、萝卜街、吉福特熊、墩DUN鸡等原创IP的成功推出，将开启从"零售公司"到"文化创意集团"的 转型。 ...

Core Insights - The article discusses the emergence of a Hong Kong-based startup, IKKO, which has successfully crowdfunded an AI smartphone, the Mind One Pro, raising over 11.5 million HKD on Kickstarter, despite the smartphone industry appearing closed to new entrants a decade ago [2][4]. Group 1: Product Features - IKKO Mind One Pro features a unique 4.02-inch square AMOLED display, making it half the size of traditional smartphones, and includes a 180-degree flip camera that serves both front and rear photography needs [2][7]. - The device operates on a dual-system design, with Android 15 for a complete app ecosystem and a lighter IKKO AI OS focused on minimizing distractions and enhancing productivity through AI tools [8][9]. - The smartphone's AI capabilities are more focused compared to mainstream competitors, emphasizing a "distraction-free" work environment through its dedicated modes [9]. Group 2: Market Positioning - IKKO's strategy aligns with current trends of targeting niche markets rather than competing directly with major brands, allowing for potential success through unique product offerings [4][11]. - The company aims to integrate hardware and service models, offering free data services for AI functionalities in over 60 countries, which could pave the way for future subscription services [9]. Group 3: Challenges and Criticisms - Critics argue that the IKKO Mind One Pro may be perceived more as a fashion accessory than a practical tool, given its lower specifications compared to mainstream devices, such as its 2200 mAh battery and the use of a 2022 Mediatek Helio G99 processor [10]. - The smartphone faces skepticism regarding its advertised "free global network," as the service is limited to AI functionalities, leaving traditional data needs reliant on standard SIM cards [10]. - As the AI smartphone market matures, differentiation becomes increasingly challenging, with major brands integrating AI deeply into their systems, potentially overshadowing standalone hardware solutions like IKKO's [11].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 为更贴近粉丝用户心声，聆听他们对品牌的真实反馈与创意建议，MINISO（名创优品）近日以"一起回 名创快乐老家"为主题，邀请100位粉丝用户深入MINISO公司全球总部，开启一场沉浸式共创之旅。通 过新品体验、产品主理人对谈、打卡互动等多元形式，让粉丝用户深度了解产品迭代和参与内容共创， 共同定义未来的潮流风向。 从用户到伙伴，MINISO与粉丝用户达成双向奔赴 活动现场，粉丝用户化身"产品体验官"，对新品进行测评投票、与研发团队交流使用感受与建议，各品 类负责人也与他们围坐一堂，分享爆品案例和经验。除此之外，MINISO还在活动中给多位粉丝用户颁 发了"名创流量密码主理人" "年度氪金大佬""名创打卡特种兵"等奖项。 获得"名创打卡特种兵"认证的用户"挥刀屠龙"分享了她的独特经历。作为一名资深"名创粉"，她每到一 座城市出差或旅游，总会特意寻找当地的门店打卡留念。近十年来，她的足迹遍布北上广深、香港、澳 门，甚至跨越重洋抵达美国洛杉矶，累计打卡30多个城市的门店，用镜头记录下名创优品成长为全球零 售巨头的每一步。 （名创优品创始人叶国 ...

Core Insights - The article discusses the recent adjustments made by Doubao Mobile Assistant, which will limit AI capabilities in certain scenarios, particularly in financial applications and competitive gaming, in response to public controversy [1][4] - Doubao Mobile Assistant, developed by ByteDance and ZTE, is integrated into the Nubia M153 smartphone, which has gained significant market attention and is priced at 3499 yuan, with secondary market prices exceeding 10,000 yuan [1][4] - The core innovation of Doubao Mobile Assistant lies in its ability to operate at the system level, allowing AI to perform complex tasks across different applications, which could redefine user interaction with mobile devices [4][5][6] Technical Aspects - Doubao Mobile Assistant is the first AI assistant to be integrated at the operating system level, enabling it to control the system and execute tasks across apps, which is a significant technological advancement [5][6] - The assistant relies heavily on "screen reading" technology, which monitors user interactions and simulates clicks, raising privacy concerns among users [6][8] - The AI's ability to perform tasks like price comparison and automated ordering is contingent on obtaining high-level permissions (INJECT_EVENTS) from the device manufacturer, which is a unique feature of this collaboration with ZTE [12][13] Market Dynamics - Other smartphone manufacturers, such as Huawei and Xiaomi, are also developing their AI assistants, but they do not face the same scrutiny regarding user data privacy as ByteDance does, which is perceived as having a more aggressive data monetization strategy [9][15] - The article highlights the skepticism users have towards Doubao's intentions, viewing it as a potential data harvesting mechanism rather than a genuine service [9][10] Ecosystem Challenges - The article points out that major apps like WeChat and Taobao are unlikely to open their interfaces for Doubao AI, which could hinder its functionality and user experience [11][12] - Following the launch of Doubao AI, several apps implemented security measures that restricted its access, indicating a defensive stance from established platforms against potential encroachment [11][12] Opportunities for Innovation - Doubao's attempt to address user pain points, such as intrusive ads and poor app navigation, presents a potential market opportunity if it can deliver a seamless user experience [16][17] - The introduction of the ANP (Agent Network Protocol) could serve as a breakthrough, allowing for standardized communication between different AI applications, which may facilitate interoperability and reduce privacy concerns [18][20][21] - The article suggests that Doubao should focus on refining its technology and privacy measures while seeking industry-wide collaboration to establish standards for AI integration [22]

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]

Core Insights - The article discusses the launch of Doubao Mobile Assistant, which allows users to perform complex tasks through voice commands, potentially transforming the mobile internet landscape [3][4][5] - Doubao's strategy involves collaborating with smartphone manufacturers to gain access to system-level permissions, enabling it to operate across applications and redefine user interaction with mobile devices [4][9][12] Group 1: Product Launch and Features - Doubao Mobile Assistant was released on December 1, with a retail price of 3499 yuan, quickly selling out and reselling for 3999 to 4999 yuan on secondary markets [3] - The assistant can perform tasks such as price comparison, booking restaurants, and even opening a car trunk, showcasing its ability to streamline user interactions [4][5] Group 2: Market Impact and User Behavior - The introduction of Doubao Mobile Assistant may lead to a significant shift in user behavior, as reliance on traditional apps like Taobao and Meituan could diminish, turning them into tools invoked by AI [5][7] - Users have reported issues with the assistant, such as restrictions when logging into WeChat, indicating potential challenges in its integration with existing applications [3][8] Group 3: Competitive Landscape - The article highlights the competitive dynamics in the AI and mobile sectors, with major players like Apple and Google also enhancing their AI capabilities within their operating systems [10][11] - Doubao's approach to penetrate the operating system level poses a threat to existing app ecosystems, as it could disrupt the flow of user traffic and advertising revenue [7][8] Group 4: Future Outlook - The integration of AI into mobile devices is seen as a potential "iPhone moment," with the possibility of redefining mobile interaction and creating new business models [9][12] - The outcome of this competition remains uncertain, as it could lead to either the evolution of existing devices or the emergence of entirely new AI-centric hardware [12]

Core Insights - The nubia M153 smartphone, featuring the "Doubao AI Assistant," has gained significant attention, with prices ranging from 3999 to 4599 yuan on second-hand platforms, and the official preview version sold out at 3499 yuan [1][3][4] Group 1: Product Overview - The nubia M153 is described as an engineering sample primarily aimed at industry professionals for experiencing the Doubao AI Assistant, rather than a consumer product [4] - The official website indicates that the F-code for purchasing the phone is available for those interested in testing the AI assistant, with a caution for ordinary consumers regarding the product's functionality [3] Group 2: Industry Collaboration and Competition - Doubao is in discussions with multiple smartphone manufacturers for potential collaborations but has no plans for self-developed smartphones [5] - Major smartphone manufacturers like Huawei, Xiaomi, and OPPO have already been exploring AI assistants, indicating a competitive landscape [5] Group 3: Challenges and Industry Standards - The integration of AI assistants into smartphones faces significant challenges, including the need for ecosystem cooperation and authorization from major internet application providers [5][6] - Morgan Stanley's report highlights that deep system-level integration may require modifications to operating systems, which could conflict with the interests of smartphone manufacturers [7]

12月1日，字节跳动豆包团队正式发布了"豆包手机助手"技术预览版，并展示了首款搭载该系统的中兴 努比亚M153工程样机的智能化能力，比如可跨应用自动执行任务等。 该则消息发布当日，中兴通讯、天音控股、福蓉科技、道明光学等个股涨停，12月2日，中兴商城显 示，目前首款"豆包助手"手机（少量工程样机）已"售罄"，二手平台上，该款手机价格也被炒高，一度 最高溢价3500元。 以华为、荣耀为例，目前，华为鸿蒙6首批已上架80多个智能体，覆盖教育医疗、生活服务等领域，支 持旅行规划、值机选座等任务，近日发布的华为Mate X7则首次商用A2A（Agent to Agent）智能体协 作，可一句语音指令，自主完成值机、买菜、理财等操作。荣耀其端侧模型也已接入超过4000个生态 MCP和智能体，支持3000个场景自动执行。此外，OPPO、vivo等手机厂商均在加速构建智能体生态。 业界普遍认为，未来AI手机将成为人们的私人助理，手机中的AI语音助手则将成为人机交互的入口， 人们只需说出需求，手机自动协调背后智能体应用执行任务。因此，AI时代下，移动终端生态将发生 变革，APP可能消失，取而代之的是各种智能体，AI语音助手成 ...

"豆包助手"手机未发先火这一表象背后，实际上是互联网企业与手机企业等对AI时代下移动终端生态话 语权展开的新一轮争夺。 据了解，豆包手机助手，是在豆包APP基础上，和手机厂商在操作系统层面合作的AI助手软件。基于豆 包大模型的能力和手机厂商的授权，豆包手机助手能够为用户带来更方便的交互和更丰富的体验，可以 理解为豆包与中兴通讯合作打造了具备智能体功能"AI手机助手"或"AI交互入口"。 这在手机行业并非新鲜事，几年前，华为、苹果、OPPO、小米、vivo、魅族等主流手机厂商均已大力 发展AI，且截至目前，各主流手机企业均已有类似AI语音助手，比如苹果的Siri、三星的Bixby、华为的 小艺、小米的小爱、OPPO的小布、vivo的Jovi以及荣耀的YOYO，同时，当前各主流手机AI手机助手都 在朝着智能体方向演进，华为、荣耀等则已通过智能体协议等初步搭建起了基于自身手机的智能体生 态。 以华为、荣耀为例，目前，华为鸿蒙6首批已上架80多个智能体，覆盖教育医疗、生活服务等领域，支 持旅行规划、值机选座等任务，近日发布的华为Mate X7则首次商用A2A（Agent to Agent）智能体协 作，可一句语音指令 ...