三星携手谷歌在推“豆包手机”丨合规周报

21世纪经济报道03-01

21世纪经济报道记者章驰肖潇每周，“合规周报”会盘点最近一周国外人工智能、科技竞争、个人信息保护方面值得关注的动态。本周，我们重点关注：三星携手谷歌在推“豆包手机”，加拿大枪击案嫌犯曾用ChatGPT当“杀人顾问”；豆包回应手机助手存在安全漏洞；阿里千问将发布多款 AI 硬件；中国 AI 调用量首超美国；阿里千问将推出多款 AI 硬件；Google 官方AI手机曝光；ChatGPT成人模式上线...

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官方AI手机曝光；ChatGPT成人模式上线，仅限18岁以上用户。加拿大枪击案嫌犯曾用ChatGPT当“杀人顾问”据央视新闻，当地时间2月10日，加拿大不列颠哥伦比亚省发生校园枪击事件，目前已造成包括嫌疑人在内9人死亡、逾25人受伤。枪击案发生前几个月，枪手曾与ChatGPT聊天机器人互动，OpenAI曾考虑提醒执法部门。知情人士透露，枪手杰西·范·鲁特塞拉尔在2025年6月使用ChatGPT时，描述了涉及枪支暴力的场景，并被自动审查系统标记。OpenAI一些员工将鲁特塞拉尔的行为解释为潜在现实世界暴力的迹象，并敦促公司领导提醒加拿大执法部门注意，不过OpenAI领导最终决定不联系当局。豆包回应手机助手存在安全漏洞2 月 27 日，豆包手机助手发文表示，近期网上出现一批声称“豆包手机助手存在安全漏洞”的内容。豆包方面表示，相关作者在未向厂商报告漏洞信息的情况下，恶意传播并夸大漏洞风险。截至目前，豆包方面并未收到手机助手漏洞的详细报告，也未接到网络安全相关监管部门的通报。根据国家《网络产品安全漏洞管理规定》，违规公开漏洞已涉嫌违法。豆包表示，任何系统都会存在漏洞，重要的是负责任地披露和修复漏洞。其强调：在未经权威机构核实、未向厂商合规上报、在相关漏洞没有完整技术细节的背景下，网络平台上出现大批量有组织的安全恐吓内容，这是典型的黑公关炒作。豆包还表示，屏幕视觉理解与自动化操作能力，是当前全球 AI 终端领域的前沿技术创新方向，谷歌近期发布的新款手机也搭载了与豆包手机助手同类技术驱动的自动操作功能。其认为：任何前沿技术的发展与成熟，都需要持续的迭代完善。三星携手谷歌在推“豆包手机”，两种技术路线并行安卓开发者谷歌，也开始用AI“魔改”自己的手机操作系统了。北京时间 2 月 26 日，在三星新机发布会上，主打人工智能的 Galaxy S26 系列亮相。其中一个核心更新是让智能体真正“动手”操作手机。这项能力由谷歌旗下的 Gemini 提供，也是 Gemini 首次公开展示跨第三方 App 的自动操作能力。一段提前录制好的发布会视频显示，当用户长按手机的右侧唤醒键时（三星也为AI装上物理按键了），Gemini语音助手会跳出。你只需说一句“帮我叫辆 Uber 去机场”，智能体就会在一个虚拟窗口中打开 Uber、选择车型，并推进到下单界面。整个操作过程在后台运行，不会占据屏幕使用时间。用户可以通过通知栏实时查看进度，但最终确认订单仍需手动完成。负责全球谷歌安卓生态的萨默·萨马特（Sammer Samat）透露，与早期依赖固定脚本的手机助手不同，Gemini 并不是预设流程地“照本宣科”，而是依靠大模型的推理能力，像人类一样“看懂”屏幕，再进行点击操作——也就是业内常说的 GUI 视觉路线。不久前，谷歌已在 Chrome 浏览器中为 Gemini 增加自动浏览功能，让 AI 在网页中寻找商品并完成购物，在手机端复制类似能力几乎是顺势而为。萨马特称，这是安卓应用层面首次实现这类能力，“我们把它视为移动智能新时代的开端。”虽然这项三星与谷歌合作的新功能仍处于预览阶段，仅在美国与韩国市场的 Galaxy S26 上推出，后续将通过软件更新推送至 Pixel 10 系列。不过智能体自动操作的行为已经引起诸多争议，尤其GUI的操作方式，它意味着智能体的调用不需要 App 主动授权。2025年12月，中兴手机联合豆包，推出搭载了“豆包手机助手”的努比亚工程机，但很快遭到微信、美团、支付宝、淘宝等多款App的安全弹窗阻拦；海外两家知名电商平台亚马逊和eBay也相继更新平台规则，明确禁止 AI 智能体自动操作和下单，若“AI 代理人”希望接入，必须事先获得批准。或许正因商业与隐私纠纷已有先例，谷歌表现得相对克制。萨马特表示，Gemini目前能自动操作的列表里不包含任何过于敏感的应用。从演示视频来看，Gemini似乎能操作的第三方应用还很有限，目前已知的只有Uber打车，以及Uber Eats、DoorDash和Grubhub 订餐。萨马特同时强调，Gemini收集的数据不会用于广告投放，用户可以随时删除被收集的数据。“我们认为，用户对系统的信任至关重要，而信任源于对系统运行方式的控制和透明度。”谷歌的谨慎还体现在技术路径的选择上。GUI 只是三条路线之一，另一条路线是MCP，一种让智能体调用外部工具的标准协议。在这种模式下，AI 并不会完整模拟用户操作流程，而是直接调用接口，用户只会看到最终的确认或结账步骤。第三条路线则是谷歌提出的 App Functions。它被定义为移动端的 MCP，让开发者将应用能力封装为标准化“工具”，由 AI 直接调取，同样强调的是官方接口和规则内协作。此前国行版的Galaxy S25 已经支持智能体进行导航和点外卖，当时三星曾官宣与国内AI公司智谱合作，智谱拥有自研的 Agentic GLM 智能体系统。至于本次 Galaxy S26 是否也会引入国内厂商合作，能否与国际版同步更新，三星尚未透露。中国AI调用量首超美国近日，全球最大的 AI 模型 API 聚合平台 OpenRouter 数据显示，2月9 日-15 日这周，中国模型以 4.12 万亿 Token 的调用量，首次超过同期美国模型的 2.94 万亿 Token。此后的 2月16 日-22 日，中国模型的周调用量进一步冲高至 5.16 万亿 Token，三周大涨 127%，而同期美国模型调用量跌至 2.7 万亿 Token。与此同时，全球调用量排名前五的模型中，中国模型占据四席。中国模型厂商，正凭借快速迭代和成本优势占领全球市场，国产算力需求正经历指数级增长。阿里千问将推出多款 AI 硬件2月27日，阿里巴巴旗下个人 AI 助手千问宣布进军 AI 硬件领域，今年将面向全球市场推出多款不同形态的 AI 硬件产品。千问将在西班牙巴塞罗那举行的 2026 年世界移动通信大会（MWC）上发布首款同名 AI 眼镜，并于 3 月 2 日开启线上线下全渠道预约。据悉，阿里正在将千问打造为软硬一体、跨多种终端形态的 AI 助手。据阿里内部人士透露，除 AI 眼镜之外，千问还会在年内陆续发布 AI 指环、AI 耳机等产品，并面向全球市场发售。Google 官方AI手机曝光：可让Gemini直接操控App据媒体报道，Google 将在 Android 系统中推出一个新的 API 接口，以实现类似“豆包手机”让 AI Agent 操控 App 的功能。开发者可通过注解、元数据与 KSP 编译器生成必要代码，使 Gemini 等 AI Agent 应用在设备后台直接执行任务，无需跳转应用界面。该功能将率先在美国与韩国的 Galaxy S26 与 Pixel 10 系列上线，初期仅支持部分外卖、生鲜与网约车应用，还将随 OneUI 8.5 推送至更多三星设备。努比亚总裁倪飞昨天在微博表示，三星与 Google 的组合虽展示了手机自动化能力，但仍属于局部能力，并未达到豆包手机努比亚 M153全场景系统级的自动驾驶式 AI 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