高通Q1财报电话会议上，CEO 安蒙多次提到“豆包手机”

i黑马

02/07

在最近召开的高通2026财年第一季度财报电话会议上，高通 CEO 安蒙谈到了一个正在快速升温的关键词——智能体 AI。安蒙认为，字节跳动推出的首款智能体 AI 智能手机，搭载骁龙八至尊版移动平台，这是迈向 AI 原生智能手机的重要里程碑，也是塑造未来移动体验的一个前奏。他指出，随着 AI 正在成为新的用户界面，包括智能手机在内的终端设备正在向更主动，更具理解能力的个人 AI 伙伴演进。高通方面表示...

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伙伴演进。高通方面表示...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207092324a4868556&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":"LU1069344957.HKD","symbol_name":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207092324a4868556&s=b","article_id":"2609547182","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207092324a4868556&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2609547182","pubTimestamp":1770427271,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"在最近召开的高通2026财年第一季度财报电话会议上，高通 CEO 安蒙谈到了一个正在快速升温的关键词——智能体 AI。他指出，随着 AI 正在成为新的用户界面，包括智能手机在内的终端设备正在向更主动，更具理解能力的个人 AI 伙伴演进。高通方面表示，骁龙移动平台在端测 AI 推理性能，能效连接与安全方面。正在为智能体 AI 的落地提供关键支撑，在产业各方的共同推动下。据说，豆包二代手机，可能在2026年中发布。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","QCML":"2倍做多QCOM ETF-GraniteShares","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4598":"佩洛西持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","QCMU":"2倍做多QCOM 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ETF-Direxion","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC"},"translate_title":"On Qualcomm's Q1 earnings conference call, CEO An Meng mentioned \"bean bag mobile phone\" many times","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QCMD":0.6,"QCML":0.6,"QCOM":1.94,"QCMU":0.6},"content_text":"在最近召开的高通2026财年第一季度财报电话会议上，高通 CEO 安蒙谈到了一个正在快速升温的关键词——智能体 AI。安蒙认为，字节跳动推出的首款智能体 AI 智能手机，搭载骁龙八至尊版移动平台，这是迈向 AI 原生智能手机的重要里程碑，也是塑造未来移动体验的一个前奏。他指出，随着 AI 正在成为新的用户界面，包括智能手机在内的终端设备正在向更主动，更具理解能力的个人 AI 伙伴演进。高通方面表示，骁龙移动平台在端测 AI 推理性能，能效连接与安全方面。正在为智能体 AI 的落地提供关键支撑，在产业各方的共同推动下。智能体 AI 也有望从手机出发，走向更多终端，成为下一阶段移动计算的重要方向。此前，字节跳动联合中兴努比亚推出的豆包 AI 手机（努比亚 M153），为行业首款搭载系统级 GUI Agent 智能体的 AI 工程机，上线后快速售罄，二手市场一度被炒至数万元，成为 AI 终端领域现象级产品。 但发布仅 2-3 天，微信、支付宝、淘宝、多家银行 App 都相继触发风控，以 “环境异常”“非人类自动化操作” 为由限制登录、强制下线或阻断 AI 代理操作，核心 AI 跨应用功能基本没法用了。豆包手机的逻辑，和最近爆火的Clawdbot很像： 靠系统级高权限绕过传统App规则，把AI智能体放在用户和所有应用之间，想取代超级App，成为手机唯一的交互和流量入口，这种颠覆式玩法，引发了全行业的合规和利益冲突。据说，豆包二代手机，可能在2026年中发布。［本文作者i黑马，i黑马原创。如需转载请联系微信公众号（ID:iheima）授权，未经授权，转载必究。］","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}