高通Q1財報電話會議上，CEO 安蒙多次提到「豆包手機」

i黑馬

02/07

在最近召開的高通2026財年第一季度財報電話會議上，高通 CEO 安蒙談到了一個正在快速升溫的關鍵詞——智能體 AI。安蒙認為，字節跳動推出的首款智能體 AI 智能手機，搭載驍龍八至尊版移動平台，這是邁向 AI 原生智能手機的重要里程碑，也是塑造未來移動體驗的一個前奏。他指出，隨着 AI 正在成為新的用戶界面，包括智能手機在內的終端設備正在向更主動，更具理解能力的個人 AI 夥伴演進。高通方面表示...

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SGD","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","QCOM":"高通","BK4612":"AI芯片","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"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":{"QCMU":0.6,"QCML":0.6,"QCOM":1.94,"QCMD":0.6},"content_text":"在最近召開的高通2026財年第一季度財報電話會議上，高通 CEO 安蒙談到了一個正在快速升温的關鍵詞——智能體 AI。安蒙認為，字節跳動推出的首款智能體 AI 智能手機，搭載驍龍八至尊版移動平台，這是邁向 AI 原生智能手機的重要里程碑，也是塑造未來移動體驗的一個前奏。他指出，隨着 AI 正在成為新的用户界面，包括智能手機在內的終端設備正在向更主動，更具理解能力的個人 AI 夥伴演進。高通方面表示，驍龍移動平台在端測 AI 推理性能，能效連接與安全方面。正在為智能體 AI 的落地提供關鍵支撐，在產業各方的共同推動下。智能體 AI 也有望從手機出發，走向更多終端，成為下一階段移動計算的重要方向。此前，字節跳動聯合中興努比亞推出的豆包 AI 手機（努比亞 M153），為行業首款搭載系統級 GUI Agent 智能體的 AI 工程機，上線後快速售罄，二手市場一度被炒至數萬元，成為 AI 終端領域現象級產品。 但發布僅 2-3 天，微信、支付寶、淘寶、多家銀行 App 都相繼觸發風控，以 「環境異常」「非人類自動化操作」 為由限制登入、強制下線或阻斷 AI 代理操作，核心 AI 跨應用功能基本沒法用了。豆包手機的邏輯，和最近爆火的Clawdbot很像： 靠系統級高權限繞過傳統App規則，把AI智能體放在用户和所有應用之間，想取代超級App，成為手機唯一的交互和流量入口，這種顛覆式玩法，引發了全行業的合規和利益衝突。據説，豆包二代手機，可能在2026年中發布。［本文作者i黑馬，i黑馬原創。如需轉載請聯繫微信公眾號（ID:iheima）授權，未經授權，轉載必究。］","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"}}}