字节跳动与中兴合作推出搭载安卓系统的 AI 手机努比亚 M153，为豆包手机助手赋予跨应用的深度控制能力，引发中国科技巨头对安全与流量分配的担忧。售价 3,499 元（约 495 美元）、限量 3 万台的手机迅速售罄，在二级市场被炒高约 1,000 元。很快，包括银行 App、微信、淘宝和支付宝在内的主要应用纷纷屏蔽豆包，称其触发了常规的安全与风控机制。
金融行业人士指出，豆包获得的权限过于宽泛，可以在几乎不依赖官方接口的情况下打开各类应用，这使得若因 AI 指令转错账，责任归属成为难题，也加剧了对个人存款等敏感数据落入私企之手的担忧。由于华为、小米等头部厂商都在自研助手，业内认为字节跳动才选择规模较小的中兴合作。面对争议，字节暂停了豆包在游戏、银行及线上支付等场景的部分功能，并承诺与硬件伙伴共同制定更清晰安全的 AI 运行规范。
分析人士认为，隐私之外，更根本的威胁在于豆包通过跨平台自动比价与下单，削弱了用户在美团、阿里巴巴等依赖广告和停留时长变现平台中的使用时间。奇虎 360 创始人周鸿祎预测，接下来各大应用可能通过改版界面、隐藏关键信息或增加动态校验等方式“反爬 AI”，甚至推动限制跨应用访问的行业协议。豆包在中国大模型助手中已位居前列，第三季度月活约 1.59 亿，也加剧了友商的竞争压力。
ByteDance’s AI-powered Nubia M153 smartphone, developed with ZTE on Android, gives its Doubao Mobile Assistant unusually deep control across apps, sparking security and competition fears among Chinese tech giants. The 3,499-yuan ($495) phone saw a limited run of 30,000 units that sold out quickly, reportedly reselling for about 1,000 yuan more on secondary markets. Yet major apps, including bank apps, WeChat, Taobao and Alipay, soon blocked Doubao, citing automated security and risk-control systems.
Financial industry executives warn that Doubao’s broad permissions let it open almost any app without formal APIs, raising questions of liability if AI-triggered money transfers go wrong and concerns over private control of sensitive savings data. Because leading phone makers like Huawei and Xiaomi are building rival assistants, experts say ByteDance partnered with the smaller ZTE. Facing backlash, ByteDance suspended Doubao’s gaming, banking and online payment functions and pledged to define safer AI operating guidelines with hardware partners.
Analysts argue that beyond privacy, Doubao threatens entrenched business models by automating cross-platform shopping and reducing time users spend inside ad-driven apps like Meituan and Alibaba’s services. Qihoo 360’s Zhou Hongyi predicts an arms race in which platforms redesign interfaces, hide key data or add dynamic verification to obstruct AI, and even promote protocols limiting cross-app access. Doubao already leads China’s AI assistant market with about 159 million monthly active users in the third quarter, intensifying competitive pressure.