微信和手机厂商达成协议智能体会迎来一个新局面吗？

21世纪经济报道06-06 10:03

腾讯与手机智能体之间持续近两年的博弈，正在出现转折。　　最新消息显示，腾讯与荣耀等手机厂商达成了合作协议：微信正与华为、荣耀、小米、OPPO、vivo等手机厂商合作推出A2A助手。　　6月5日，21世纪经济报道记者实测显示，目前只有荣耀AI助手YOYO可以丝滑地给微信好友发消息和打视频通话，并能多轮操作，比手动发消息和此前的GUI方式输入发送明显更快。OPPO、vivo提示还不支持AI调用微信。　...

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Will intelligent body usher in a new situation?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8a81fe803609a8f154ccb1661b44f692","symbols_score_info":{"TCHmain":0.6,"TCEHY":1.96,"HTCD.SI":0.6,"00700":1.96},"content_text":"腾讯与手机智能体之间持续近两年的博弈，正在出现转折。　　最新消息显示，腾讯与荣耀等手机厂商达成了合作协议：微信正与华为、荣耀、小米、OPPO、vivo等手机厂商合作推出A2A助手。　　6月5日，21世纪经济报道记者实测显示，目前只有荣耀AI助手YOYO可以丝滑地给微信好友发消息和打视频通话，并能多轮操作，比手动发消息和此前的GUI方式输入发送明显更快。OPPO、vivo提示还不支持AI调用微信。　　据称，后续其他手机厂商的适配工作也会跟进。　　这次握手言和双方采取了A2A方案，这是智能体与外界工具的互通方案：经过App授权后，智能体通过API或者其他Agent调用服务，体验更流畅，也更易形成稳定的合规边界，可以避免另一种GUI路线读屏分析和模拟点击带来的安全问题。　　A2A路线一方面依赖大厂的生态开放意愿，另一方面落地过程中关于数据回流、用户上下文隐私处理等核心问题没有标准答案，需要复杂的商务谈判和技术对齐，因此过去推进并不算顺利。　　微信开放智能体合作的意义，不只是一次功能更新。随着这次微信“敞开大门”，国内手机智能体的发展会进入一个新阶段吗？　　曾经紧闭的App大门　　“打开微信给xx打个视频电话。”6月5日，21世纪经济报道记者测试了荣耀600超级版，尝试给不同微信联系人发送信息，手机智能体YOYO已经可以丝滑操作。用YOYO第一次打开微信时，微信会问是否要授权给智能助手；在消息发送或电话拨出前，也会再次让用户确认，以避免误操作。　　不过，目前微信开放的功能较为克制，仅允许AI发消息和音视频通话，还无法发朋友圈，也无法进行涉及资金的红包操作。　　手机品牌里，当下已经适配的只有荣耀。实测中，vivo和OPPO手机提示现在的微信版本不支持该第三方操作（微信已为8.0.72最新版本），需要用户手动操作。　　尽管开放范围有限，但对于手机智能体而言仍然是一个重要信号。对发展两年的手机智能体来说，微信始终是最关键、也最难打开的一扇门。　　2024年9月，荣耀用“一句话点咖啡”为AI手机拉开序幕，并表示荣耀Magic 7系列是安卓阵营里首款落地AI智能体的手机。华为、vivo、OPPO、小米等厂商当时都很快升级了自己的手机智能体。　　相比传统手机助手，新一代手机智能体强调“代劳”：帮用户点外卖、发微信、订餐厅，直接完成任务，而非仅提供信息。　　但微信一直不在智能体代劳的范围里。比如去年10月底，OPPO的AI一键记账功能下架了对微信的支持，仅保留对支付宝和云闪付的适配。随后字节跳动的豆包手机助手，触发了微信的“登录环境异常”警告，微信操作功能随后下线。　　这背后一直存在两条技术路线的分歧：　　过去，大部分手机智能体主要依靠GUI路线工作——通过识别屏幕内容、模拟用户点击来完成任务。不需要获得App授权，也能调用第三方App功能。　　该路线让智能体长出“眼睛”与“手脚”，用户体验和任务成功率得以快速提高。不过GUI路线依赖于包括无障碍权限、inject_events等手机系统级别的高级权限。　　隐私和公平竞争问题因此成为焦点，“通过屏幕能读聊天记录，个人隐私怎么办？”“智能体权限要得太大了”“读屏读到银行卡号，有没有金融风险”......出现了不少担忧的声音。　　另一条路线思路则与GUI相反：App先主动开放，智能体在合作范围内调用服务。本次微信选择的合作模式（A2A，即Agent to Agent）也遵循这一思路。　　但这条路也不易走通。2025年年初，我们从接触过谈判的业内人士了解到，互联网公司对加入意图框架的态度谨慎。这一定程度上源于商业维度的考量——手机智能体可能直接挤占App的入口，短期冲击APP活跃度、使用时长、广告曝光等核心商业指标，长期还可能让App被管道化（OTT化），退化为智能体的工具零件。　　正因如此，过去一年多里，国内手机厂商虽然频繁发布智能体产品，但真正能够深入接入应用生态的案例并不多。　　腾讯依然强调，智能体需要拿到第三方应用的许可　　到了2025年下半年，智能体生态逐渐丰富，用户认知水位线也不断提升。　　2025年12月，豆包手机助手问世，丝滑的功能实现让手机智能体破圈。2026年，龙虾（OpenClaw）在硅谷技术圈走红后，国内迅速掀起相关产品的部署热潮，软硬件厂商都下场“养龙虾”。　　这一阶段里，腾讯被质疑在大厂AI竞赛中落伍，微信生态对接入Agent尤其谨慎，主要采取的是防守策略。而今年3月后，随着龙虾（OpenClaw）热，腾讯凭借自身的生态优势，在不到两个月的时间里，打造了从个人到企业、从本地到云端、从安全到知识的智能体产品矩阵。　　也正是在这一背景下，微信的态度出现变化。　　此次与手机厂商握手言和，意味着谈妥了一条兼顾安全、生态和商业利益的中间道路：既允许智能体提升效率，又避免系统级智能体绕过App授权，直接操作App。　　在刚过去的腾讯2026Q1财报电话会议上，有分析师提问：管理层如何看待操作系统级智能代理带来的长期颠覆潜力？iOS、安卓以及各大手机厂商推出的系统层级智能代理，公司是否评估过这类产品带来的行业变革风险与竞争冲击？　　腾讯总裁刘炽平先对拥有系统权限的手机厂商做出了肯定：对于iOS、安卓这类底层操作系统厂商而言，其核心诉求是保障自身生态体系的完善保护与有序治理，在开放应用权限、允许第三方应用开展各类服务的同时，需要做好生态平衡的把控。操作系统可以布局智能代理服务，面向终端用户提供相关功能。　　刘炽平强调的是，这类智能代理必须获取各类第三方应用的授权许可，倘若缺乏权限约束，操作系统层级的智能代理会直接分流、挤压各类第三方应用的生存空间，这并非合理的操作系统生态运营与管理模式。　　“操作系统行业已发展多年，其运行准则本身具备中立属性，能够为各类应用营造公平对等的发展环境。”刘炽平说，未来各类智能代理都将依托操作系统，开展协同运作。　　前几天，行业消息还提到，腾讯自己即将推出面向14亿中国用户的微信AI助手，可以帮助用户在应用程序内完成任务。　　微信的生态到底愿意开放多深，以及它作为超级App的代表，能不能让其他高频应用都行动起来，可能对整个手机智能体生态是更重要的问题。（文章来源：21世纪经济报道）","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2641125758","isCrawlerRequest":true}

微信和手机厂商达成协议 智能体会迎来一个新局面吗？

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微信和手机厂商达成协议智能体会迎来一个新局面吗？