金吾财讯 | 人工智能概念股悉数走强，截至发稿，狮腾控股(02562)涨6.72%，赤子城科技(09911)涨6.43%，商汤-W(00020)涨5.21%，微盟集团(02013)涨5.13%，万国数据-SW(09698)涨2.33%，第四范式(06682)涨2.38%。中信建投发研报指，豆包AI手机所展示的便捷功能，凸显了端侧Agent的想象空间；但其在实际体验中受到多类应用程序的权限与接口限制，也折射出现阶段传统智能手机生态中，各大App彼此割裂的“数据孤岛”与Agent落地路径之间的矛盾。因此，AI手机要实现真正的大规模普及，亟需重新界定AI、应用与操作系统之间的协作关系，现有生态的边界与分工可能面临重塑。中国银河证券发研报指，认为海外大模型高智能化短期暂时还无法规避成本高问题，尽管当前AI Agent依然面临技术成熟度与商业化节奏的阶段性错配问题，但加速落地的趋势依然不变。
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