计算机行业周观察：巨头推进AI终端布局继续推荐国产AI链

招商证券股份有...2025-12-31

新加坡国家AI 项目计划引入阿里千问大模型，阿里推出夸克AI 眼镜，字节有望于12 月初发布AI 手机，关注国产AI 产业链。新加坡国家AI 项目引入中国开源模型。据人民网，11 月24 日新加坡国家人工智能计划(AISG)进行重大战略调整：在其最新的东南亚语言大模型项目中，放弃了以Meta Llama 为代表的模型体系，转而采用阿里巴巴通义千问Qwen的开源架构。据悉，在新近推出的东南亚语言评测...

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日新加坡国家人工智能计划(AISG)进行重大战略调整：在其最新的东南亚语言大模型项目中，放弃了以Meta Llama 为代表的模型体系，转而采用阿里巴巴通义千问Qwen的开源架构。据悉，在新近推出的东南亚语言评测榜单上，AISG 最新发布的“Qwen-SEA-LION-v4”模型的综合表现，已跃居2000 亿参数以下开源指令模型的第一梯队，在印尼语、马来语、泰语等多项细分指标上领先此前基于Llama 的版本。通过与通义千问合作，新加坡希望打造一套“为东南亚语言和场景量身定制”的开源体系。阿里推出AI 终端产品“夸克AI 眼镜”。11 月27 日，夸克在新品发布会上正式推出夸克AI 眼镜S1、G1 系列共六款单品。据中国电子报，夸克AI 眼镜搭载的千问助手已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态核心场景，在AI 眼镜上即可实现付款、导航等功能。此外，受益于行业首发RAW 域超级夜景拍摄、自适应降噪等技术，该眼镜可实现0.6 秒的极速抓拍，3K 视频录制，超分超帧后可输出4K 视频。行业首创的Super Raw暗光增强技术，首度将手机级影像技术放进智能眼镜，加上双重防抖系统，显著提升暗光环境下的拍摄画质与稳定性。夸克AI 眼镜还有一个与其他AI眼镜不同的地方：夸克AI 眼镜采用了行业首创的双电池可换电设计，镜腿处配备了一个可拆卸电池，当电池电量耗尽后，用户可以直接热插拔更换电池——换电期间，左边的小电池将维持眼镜的正常工作。字节AI 手机或于12 月初发布。据“划重点KeyPoints”公众号从供应链等多方了解到的信息，字节跳动和中兴通讯合作的AI 手机即将在12 月初发布。其中，字节主导豆包大模型的植入与AI 交互功能定义，中兴则主导硬件定义、产品设计和生产制造。据介绍，相比目前主流AI 手机，这款手机在字节和中兴努比亚团队的深度合作下，对硬件层、软件层、甚至操作系统层，都进行了更深入的整合和重构，这被定义为一款“AI 原生手机”（AI Native Phone）。其核心差异化在于高权限Agent 能力。手机系统内嵌AI Agent，拥有比普通App 更高的系统权限，能跨应用执行复杂指令，完成复杂任务，相比目前“智能手机+大模型/AI 应用”的体验大幅提升。据行业消息，目前第一代机型已在陆续交付，整体备货量级在3 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计算机行业周观察：巨头推进AI终端布局 继续推荐国产AI链

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计算机行业周观察：巨头推进AI终端布局继续推荐国产AI链