年终大冲刺，中美科技大厂都杀疯了

商业洞察

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------------------------------作者：杨彼得来源：华商韬略年关将近，科技大厂在AI领域集体发力。11月中旬，阿里发布全新集团战略项目千问，号称迄今最强模型；蚂蚁上线新一代AI助手“灵光”，主打30秒生成可交互应用。随后，备受关注的DeepSeek推出新模型，字节豆包不仅对AI助手进行大幅升级，更以系统级服务的方式切入手机生态，直接触碰既有应用与平台的“操作权边界”……...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219182656a6b6be08&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999006597.SGD","symbol_name":"United China-India Dynamic Growth SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219182656a6b6be08&s=b","article_id":"2592163102","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219182656a6b6be08&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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APPStore总榜前三；灵光APP上线6天下载量突破两百万，进入总榜前6。阿里系攻势正猛之际，12月1日，豆包推出一项“重磅升级”——全新的AI手机助手，将大模型能力直接嵌入硬件终端。依托豆包大模型在推理、视觉理解、语音交互和界面操作等方面的能力，豆包手机助手试图突破传统AI助手的功能边界，具备“像人一样操作手机”的执行能力。它既能通过简单的语音指令帮用户完成查票、订票、查物流等常规任务，也能处理更复杂的跨应用操作，例如外卖比价、网购下单等。以常见的“跨平台点外卖”为例，用户只需发出一句指令，其余流程都由AI在后台自动执行，直至付款前才需要人工确认。虽然其技术路径和模式立即引发了巨大的安全质疑，各大APP也不约而同地采取了抵制，但豆包助手依然称得上是划时代突破。它让人看到真正的Agent（智能体）走进现实的样子：不仅提供答案，还能跨应用完成实际操作，实现了AI从被动问答向主动调度与执行的跨越。也就在字节豆包放“大招”的同一天，DeepSeek也发布重磅新产品。它一口气发布了两个正式版模型：DeepSeek-V3.2和DeepSeek-V3.2-Speciale。其中，V3.2追求推理能力与输出长度的平衡，更适合日常问答、通用Agent等普适场景；V3.2-Speciale则是在V3.2的基础上强化了长思考能力，并结合了DeepSeek-Math-V2的定理证明能力，更偏向复杂任务。DeepSeek的野心显然也不只是在做一个聊天机器人，而是要和豆包手机助手一样，朝着未来的“通用AI助手”迈进。在阿里、蚂蚁、字节和DeepSeek的集中发力下，国内AI市场在年底突然被推到一个新的高点，竞争几乎进入“白热化”。02硅谷“推力”国内互联网大厂在年底集中发力，除了相互间的技术与产品节奏比拼之外，另一个不可忽视的外部推力，来自硅谷不断释放的“技术风向标效应”。2025年11月9日，OpenAI发布了GPT-5.1系列。OpenAI对这次升级的官方表述是“让ChatGPT更智能、互动更有趣”，强调智能推理与情感化对话体验的融合。但外界真正聚焦的，并非单一模型参数，而是OpenAI同步上线的ChatGPT群聊功能——允许多个不同角色的AI在同一对话中协作完成任务。这也被普遍视为ChatGPT从“单一助手”迈向“多智能体平台”的关键一步，并迅速在全球引发大量讨论。而就在ChatGPT群聊功能掀起波浪之际，11月18日，大浪袭来了：谷歌正式发布核心模型Gemini3.0。该模型一经面世，就被多家科技媒体评价为“迄今最完整的一次大模型体系级升级”：不仅在推理能力、多模态理解和复杂任务处理上显著跃升，还首次将优化重点明确放在手机端推理效率与开发者平台建设上。这释放出一个清晰信号——谷歌正在把AI从“模型能力竞赛”推向“全场景平台化”的长期布局。更耐人寻味的是，这一版本还收获了罕见的跨阵营认可。OpenAI CEO 萨姆·奥特曼在X上公开表示“Gemini 3看起来很不错”；xAI创始人埃隆·马斯克也转发了DeepMind CEO哈萨比斯的相关推文，并评价道“干得不错”。在硅谷高度竞争的环境中，这样的正面反馈，本身就具有风向标意义。Gemini的风头，也因此大大盖过此前刚刚发布的GPT-5.1，谷歌的股价也因此迎来一轮爆发式上涨。OpenAI与谷歌之外，硅谷其他大厂也在密集出手。11月中旬，xAI发布Grok 4.1，重点强化推理、多模态理解和工具调用能力，其核心叙事已不再是聊天体验，而是指向“能够执行任务的Agent”。作为全球云计算龙头的亚马逊，则在12月初的Re:Invent大会上发布了第二代Nova大模型，并同步推出Nova Forge平台，允许企业使用自有数据训练专属模型，明确押注“企业级定制化AI”的规模化落地。这一系列发布，尤其发布产品的侧重点，都显示硅谷内部已逐渐形成共识：AI的主战场，正从“更聪明的助手”，转向“更可调度、可协作、可执行的智能体”。这一方向在硅谷不断被验证、被加码，也让国内大厂的集中动作，更像是在同步回应一条已经逐渐清晰的全球技术主线。03为何战年关？回顾近几年AI领域的重要里程碑，我们会发现一个颇具指向性的规律：无论是国外的ChatGPT、Claude、Gemini，还是国内的DeepSeek，这些重量级模型的关键版本发布，往往高度集中在岁末年初这一时间窗口。为什么科技巨头选择这一节点？综合分析大概少不了以下因素。首先是，有利于吸引注意力，获得更好的传播效果。年末恰逢西方的圣诞节、新年，以及中国的春节假期，社会重大新闻相对较少，正是传统新闻机构与科技媒体“相对平静”的周期。此时推出重磅产品，更容易以较低的成本，获得远超日常发布的媒体曝光与用户关注。最典型的案例莫过于引爆此轮AI浪潮的ChatGPT。2022年11月30日，OpenAI在几乎没有预热的情况下发布了ChatGPT（基于GPT-3.5）。这一时间点的选择就极为精妙，它恰逢西方感恩节至圣诞节的假期窗口，舆论层面缺乏重磅新闻，但假期人们社交频繁又需要谈资，ChatGPT因此迅速填补舆论真空，成为了欧美家庭聚会餐桌上的热议话题，从而实现了指数级的用户增长，彻底改变了科技史的进程。这一成功的范式，也在随后的2023年年末被各大厂商推向了高潮，演变成了一场激烈的“年关决战”。为了回应OpenAI的统治地位，竞争对手们在2023年第四季度展开了密集反击。Anthropic在2023年11月下旬抢先发布了Claude 2.1，大幅提升了上下文窗口并降低了幻觉率，试图在企业级市场站稳脚跟。紧接着，压力最大的谷歌在2023年12月7日祭出了“大杀器”——多模态大模型Gemini 1.0（包括Pro、Ultra版本）。尽管当时外界猜测谷歌可能会等到2024年I/O大会才发布，但谷歌显然无法容忍在跨年这个关键节点让 OpenAI独占聚光灯。Gemini在年末的亮相，其战略意图也非常明确：必须在2023年结束前向市场证明，谷歌具备与GPT-4分庭抗礼的能力，从而稳定股价和军心。国内市场也同样遵循这一节奏。作为开源领域迅速崛起的黑马，DeepSeek多个引发高频讨论的重要版本，几乎都发布在年底与次年初。2024年底推出的DeepSeek-V3，凭借公开测试表现和突出的性价比，很快在开发者社区形成扩散，成为不少团队新一年模型选型的重要参照。而紧接着的2025年1月下旬，DeepSeek重磅发布的DeepSeek-R1模型，更在全球科技领域激起千层浪，甚至被很多人称为“国运级成果”。除了在人们需要话题谈资时抢占舆论场，大厂们自身的业务节奏乃至公司地位和形象管理，也是导致它们在岁末年初集体冲刺的关键。一方面，大厂们一年内的数据积累、算力调度、优化实验，往往在接近年末时达到可发布状态；另一方面，在岁末推出“下一代模型”，往往意味着率先定义来年的能力标准、产品预期与竞争门槛。此外，年末本身就是科技公司向董事会和投资人“交卷”的关键窗口。在这一时间点发布重量级模型，往往更容易放大技术突破带来的震撼效应与市场声量，直接服务于估值管理与资本叙事。以DeepSeek为例，若在年底推出明显领先行业水平的新模型，不仅能迅速强化外界对其原始技术能力和“技术护城河”的认知，也有助于为下一年的竞争争取更多资源与战略主动权。早在今年9月，彭博社就援引知情人士报道称，DeepSeek正在研发一款“真正的AI智能体”，目标直指OpenAI等头部玩家。报道称，为确保该模型在四季度按期发布，DeepSeek创始人梁文锋亲自参与推进关键进度。而对于谷歌这样的上市公司而言，年末发布Gemini 3.0则更像是一次面向资本市场的战略性回应。多家媒体援引谷歌内部人士的话称，新模型的推出“可能让谷歌重新夺回领先位置，尤其是在OpenAI的ChatGPT-5尚未产生决定性影响的背景下”。这一动作既是对华尔街信心的强化，也为年报和投资者沟通提供了一个更具说服力的增长叙事，并可能直接影响股价表现和分析师预期。最后，还有一层更现实的商业考量。年末往往是企业集中制定并启动下一年度IT预算和技术采购计划的关键节点。在这一时间窗口内发布商业化路径清晰、落地意图明确的AI模型，更容易被快速纳入企业采购清单，为下一年度的大规模部署和营收转化提前“占位”。一个具有代表性的案例，是字节跳动近期推出的豆包AI手机助手。中兴通讯旗下手机品牌努比亚（nubia）已发布搭载豆包AI助手的工程样机nubia M153。字节方面也公开表示，正与多家手机厂商推进合作，计划以“生态合作”的方式，将豆包AI助手嵌入不同品牌机型，从而加速其在终端层面的规模化落地。▲来源：中兴官网","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}