印奇硬闯硬件红海：拆解阶跃智能体终端的理想与现实及其生态壁垒挑战

2026年07月15日 11:04

本文共计8942个字，预计阅读时长30分钟。

来源/每日经济新闻责编/jikelaowang 极客老王

台风刚刚过境的上海，潮湿的晚风裹挟着AI（人工智能）行业的新变量，吹进了上海中心大厦。

7月13日晚间，在阶跃星辰举行的“阶跃终端品牌暨新一代智能体战略发布会”上，董事长印奇站在舞台中央开篇定调：希望今天发布会后，所有人都能真切感受到，AI智能体的风来临了。发布会上，阶跃星辰亮出了智能体矩阵：操作系统Step AOS、智能体Amoo、终端品牌STEPX，以及号称“全球首款大模型原生智能体手机”的STEPX Neo。

STEPX Neo无疑已成为全场瞩目的焦点。但在常规新品发布会中，通常充斥着屏幕、配置表和促销信息。然而，此次发布会却呈现出截然不同的风格。董事长印奇全程惜字如金，仅用一个概念短片便全面展开，仿佛将产品全部包裹在这短短几小时内。短片中，橙黑色的STEPX Neo机身中央嵌入了Amoo智能体的交互屏。印奇本人坦言，今日发布会仅是整个发布会的开场部分。他还承诺给行业、用户和开发者定下100天的时间，共同见证这一产品的诞生与演进。

100天内，阶跃星辰终端将与美团、支付宝、携程、滴滴以及百度等生态伙伴合作，对智能体生态进行打磨。印奇称，百日之后，完整硬件、成熟系统以及丰富生态齐聚，才是这场发布会真正的下半场。

在外界看来，阶跃星辰此举多少有些逆势而行。印奇自己也不避讳，在筹备自研终端的这三年里，硬件圈的伙伴反复劝他“别碰硬件”。但这家成立仅三年的大模型独角兽，还是执意走出了一条自研自有终端的独特道路，试图通过“模型+系统+硬件”的闭环，拿下智能体时代的终端定义权。

However, how well does the “world’s first large-model native intelligent agent phone” actually perform? Can the Doubao phone overcome the “walled gardens” of major tech companies? Without partnerships with national-level applications such as WeChat and Taobao, can STEPX Neo truly initiate the era of AI intelligent agents?

底层系统重构：阶跃终端如何破解智能体三堵高墙？

In preparation for releasing the large-model native intelligent agent phone STEPX Neo as a terminal killer, Yin Qi first released the intelligent agent native operating system Step AOS and the personal intelligent agent Leap Amoo.

In the past three years, the company has prepared for the release of the large-model native intelligent agent phone STEPX Neo. Yin Qi first released the intelligent agent native operating system Step AOS and the personal intelligent agent Leap Amoo. He expresses that AI has entered the agent era, but products such as OpenClaw (commonly known as the small lobster) that are popular as intelligent agent products have yet to enter the public life. The reason is that three high walls stand in front of intelligent agents: the memory wall—the user data is enclosed in every application, WeChat does not know what you have browsed on Taobao, Taobao does not know what arrangements you have for your calendar, the intelligent agent wants to serve across applications and cannot remember matters, and is unable to move a step; the decision wall—the cloud big model is clever again, but the terminal network delay and computing power bottlenecks will always drag it down, and a task that requires a real-time response will wait for the cloud side to think through, and the user will not do it themselves; the action wall—intelligent agents in traditional operating systems are second-class citizens, and often cannot move hands, and the landing scenarios are limited.

而阶跃星辰认为，这一问题无法依靠传统为人设计的操作系统加装AI功能解决。在旧系统上给智能体开一扇门，它永远是访客。为智能体盖一座房子，它才是原住民。智能体原生系统Step AOS便是以人机共生原则打造、专门为智能体运行而生的全新操作系统。

According to the introduction, Step AOS equips intelligent agents with three core capabilities. The first is memory. The system constructs a dual domain memory structure, which not only stores factual information such as user names and preferences but also records the intelligent agent's own growth experience, so that the agent becomes increasingly knowledgeable about the user the more it interacts with them.

其次是决策与执行方面，其端云协同机制遵循“能端则端、需云得云”的原则。简单任务如设置闹钟或查询照片直接调用端侧Step Edge模型，在设备本地完成闭环处理，通过百毫秒级响应实现快速执行；而复杂需求如规划旅行或撰写报告则调用云端万亿参数模型进行“深思考”，端云实时联动，既不浪费算力也不牺牲体验。

Last, security is ensured through trusted execution environments for system operations, which complete the actions without data leaving safe boundaries and allow every step to be audited, traced back, and rolled back, enabling the intelligent agent to know when to act.

这是一个需要仔细处理的情感与平台关系话题。

我们首先需要明确的核心事实是，当前市场上在主流智能体平台（如Meta、Google、XAI等）上提供的Agent/智能体助手，本质上都是为特定应用（App）或特定生态服务而生。它们的设计初衷是服务该应用的用户，通过交互获取数据、优化功能、提供个性化内容。

在这种情况下，智能体的存在本身就是一种应用场景，而不是对应用的否定或挑战。平台提供的Agent，正是为了服务用户的这些应用场景而设计的。这种服务模式的核心价值在于：

- 持续的价值创造和关系建立
- 满足用户个性化需求
- 维持与特定App的长期协作

Amoo的诞生，可以被视为平台生态中新一代智能体服务的一种演进。它继承了现有Agent的服务逻辑，但通过平台级身份、跨设备同步、上下文管理等功能，重新定义了智能体与用户的交互模式。

这一服务模式的延续，反映了平台在智能体技术上的持续投入和创新探索。它不是将传统App的商业模式彻底改变，而是在AI时代对现有服务生态的深化和扩展。

平台的智能体生态，本质上还是在特定应用场景中，持续提供用户服务。这种服务模式的核心价值在于：持续的价值创造和关系建立。

最终，Amoo作为一个个人智能体，它不是某种颠覆性的替代方案，而是现有智能体服务生态的一部分。这种服务模式的核心价值在于持续的价值创造和关系建立。

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STEPX Neo亮相图片来源：企业提供

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