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容联云全栈产品Agent化破解“Token黑洞” 为智能体效果付费_我的网站

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一 |     IT时报记者 郝俊慧          夏日炎炎,比天气更热的是AI。

二 |     The following is a transcript of an interview with Secretary of Commerce Gina Raimondo that aired on "Face the Nation" on September 3, 2023.


ROBERT COSTA: We now go to the Secretary of Commerce Gina Raimondo. Good morning, Secretary. Thanks for being here. Let's begin with the economy. On Friday, the Bureau of Labor Statistics released the jobs report for August, and people around their tables this weekend are looking at it. It shows 187,000 jobs were added last month, exceeding expectations. But more people are working more than one job. How worried are you about this?SECRETARY GINA RAIMONDO: Good morning, thanks for having me. This jobs report is exactly what we want to see at this point in the recovery. As you just said, you know, creating more jobs, really exciting is that people are getting off of the sidelines. You know, we're seeing more people come into the labor force and there are jobs for them. As you say, people are working, you know, more than one job and wages are up, it should be said, but this is exactly why President Biden is so focused on creating manufacturing jobs, which are higher paid, getting folks the skills they need to get a higher paying job. There's still a lot of work to do to make sure that every American has the skills they need to get a job, which is family support and sustaining. But- and we're doing that work. But overall, there's a lot to like in this jobs report. And it's exactly- it exceeded our expectations.      ROBERT COSTA: In terms of that work that's still to be done, the administration is touting its efforts. It's confident in the economy. But our CBS News polling, Secretary, shows 65% of Americans still view the economy as being in a bad place. Why do you believe your administration, along with President Biden, has struggled to reassure those Americans about these policies and about the economy?SEC. RAIMONDO: So it's- it's an interesting, you know, dichotomy between the- the numbers, and as you say the polling numbers or the- the perception numbers, I think the reality is that inflation still exists. And it is, you know, something that people see on a daily basis when they go to the grocery store, or pay their rent, or pay their mortgage. And we have to know that, you know, that's still a challenge for folks. That being said, if you look at where we are today, compared to when the President took office, it's an unbelievable story of progress. And I will tell you, even I, you know, his- the President's Commerce Secretary, if you had told me when we started based on where the economy was, how high the unemployment rate was, how, you know, disrupted supply chains were, that we'd be sitting here now with this jobs picture, I might not have believed it. I mean, it's just a stunning amount of progress. The economy- we're among the strongest economies in the world. We all went through COVID, right, Europe did, China did, Asia did yet we have emerged, the fastest and the strongest. So I don't want to minimize what Americans are feeling, and that's why we get up and go to work every day. But this economy by any measure is doing incredibly well and much better than anyone could have predicted I think three years ago when we started.                 ROBERT COSTA: After looking back, let's also look ahead, the White House is working with Congress to hammer out an agreement on a short term funding measure to avoid an October 1 partial federal government shutdown. When you talk to business leaders right now, are they worried about this deadline and what a shutdown could mean for the US economy?SEC. RAIMONDO: Yes, they are worried- they're very worried. They are, I think, in some cases, frustrated that this is how government operates. You know, what businesses need to be successful is- is predictability, you know, predictability, some semblance of, you know, regular order. And so these sorts of disruptions that are mainly driven by politics. So it's a challenge for the economy and have the potential to set us back. So I do hope that there will be a speedy resolution.ROBERT COSTA: Secretary, you are the first commerce secretary in five years to be on the ground in China in recent days. What progress, if any, do you think you made on the ground there?SEC. RAIMONDO: I think we made a great deal of progress. In terms of concrete deliverables, I was able to open three specific lines of communication with the Chinese, which is a huge step forward. We haven't really had any contact in more than five years. So we agreed to share information about export controls, we agreed to open a dialogue on commercial issues, which is so important, because China has not treated US business fairly. And so it's- we got to put those issues on the table. And we agree to have exchange around trade secrets, another area where businesses need to- deserve to know that their trade secrets will be protected in China. But I think more than any of that we just are starting to resume a direct line of contact and communication, which we need to do if we're going to manage what is a very complex and potentially volatile relationship with China.                       ROBERT COSTA: So people may be heartened to hear at least some that the US and the Chinese, they're talking, there's open lines of communication right now. But what's next, beyond having this dialogue? What specifically can you say is going to happen next?SEC. RAIMONDO: So my message to the Chinese officials with whom I met is that action speaks louder than words. So they gave verbal assurances that they will treat US businesses fairly, that they will not engage in non-market practices which hurt American workers. And my message was, well, let's see it. You know, actions speak louder than words. So time will tell whether they are going to really be as they say they want to be, you know, more market oriented and open and reform minded when it comes to their economy, their regulatory regime. They need to be less arbitrary in the way they administer regulations to actually give American businesses a fair shot to compete.ROBERT COSTA: You said on the trip that quote, increasingly, I hear from American business that China is uninvestable, because it becomes too risky. So what exactly did you get in terms of those assurances from the Chinese, that would really give confidence to American business leaders?SEC. RAIMONDO: They said that they would talk to American businesses and begin to address these issues. Like, for example, one of the complaints I hear frequently from US business, by the way, business who are used to doing business in- in difficult parts of the world. They say that, you know, China's regulations are not at all transparent. You know, they'll raid a business in March and not explain what went on for many months. They will arrest folks but not provide due process or tell you what happened. And so when I expressed these concerns, I was heard, I wasn't given any promises. But one thing that I think we can take a bit of heart in is it's in China's interest. It's in their economic interest to have foreign direct investment and to make sure, you know, they had a very good economy when they were market oriented and reform minded. And so we have to hope that self interest will affect their future decisions.ROBERT COSTA: So they might have that motivation, but you saw them face to face, you had meetings with them. That's the value of having these sorts of trips. Do you trust the Chinese at this point after all of your conversations, after digesting what happened on your trip, do you trust them?SEC. RAIMONDO: Trust is probably not the word I would use. We need to see action. And until we see action, there can be no trust.ROBERT COSTA: And they hacked into your own email account so that might have hurt the ability to have a trustworthy relationship.                      SEC. RAIMONDO: Exactly. And I said that, you know, hacking my account erodes trust, undermining American workers, by over subsidizing certain industries erodes trust, treating American businesses unfairly on the ground erodes trust. So but, you know, look, I- we can't be naive and oversimplify this relationship, this very challenging relationship. But we have to be practical, right? We have to protect ourselves first and foremost, national security, the United States. Beyond that we have to be practical and look for places where we can have a strong commercial relationship because we need stability in this relationship. That's good for America. And- and I think it's what the world is expecting of us and of China.ROBERT COSTA: You're looking for stability, Secretary. But the big question is, is China's economy stable? There have been indicators over the last several months that showed China's economy's in a slowdown. When you were over there, did you get insights, if any, about whether the Chinese economy is slowing down? And how concerning would that be for the United States?SEC. RAIMONDO: I think there's no question that it is slowing down. And certainly they're having real, real significant challenges in the real estate sector, which they readily acknowledged when I was there. But again, to my mind, the facts are quite clear in this regard. When China was more market oriented, open, you know, a little bit more transparent, their economy did very well. And more recently, as they have closed down and become more arbitrary in the way they administer regulations, the economy is quite challenged. So time will tell. The decision- the ball's in their court- the decisions are theirs. We want a large and stable economic relationship with them, but they have to play by the rules. And we are always going to act in our own American self-interest.ROBERT COSTA: Speaking of playing by the rules, there's such a standoff right now between the Chinese and tech companies. Semiconductors are crucial for our economy, yet China's threatening to curb the mineral supply to the US and the West. And many US businesses tell CBS they're operating in China, but seeing this hostile environment with raids, and fines. So how is your administration going to solve this back and forth between the Chinese and the tech industry?SEC. RAIMONDO: This is exactly why I went to China. It's exactly why I went, showed up, had meetings. I met with my counterpart for more than four hours. I met with the premier for more than one hour. They were open, candid, honest discussions. How are we going to resolve these issues? Because I'll tell you, prior to going to China, I personally spoke with more than 100 US business leaders and labor leaders. And what they tell me is that even the ones that have been doing business in China for decades, you know, these are sophisticated people used to dealing with the traditional concerns of, you know, IP- IP theft or non-market practices. They say, it's much harder now. Right? Like China is making it more difficult because of the reasons you say the raids, the counter espionage law. They are going to make a business decision to do business in other countries unless that improves. And so I was very clear with China that we need to- patience is wearing thin among American business. They need and deserve a predictable environment and a level playing field. And hopefully China will heed that message so we can have a stable growing commercial relationship.ROBERT COSTA: And there are many voices as you know in the ears of American business leaders. A Wall Street Journal report, earlier this year, for example, said that the FBI director, Christopher Wray, wants businesses to help fight China and cyber threats. He reportedly said that only through cooperation with the FBI can that agency marshal an effective response. Do you agree with Director Wray?SEC. RAIMONDO: I agree that business has an important role to play partnering with us to ensure America's national security across a range of different areas, including technology. And, you know, that's why we are in such close contact with business, frankly, often the information they have on the ground is some of the best that we can- we can get.                      ROBERT COSTA: But is it good for businesses to work with the FBI specifically?SEC. RAIMONDO: Every business has to make their own decision. But I definitely think there's value- there's mutual value for business, and certainly for the government to have communication and coordination.ROBERT COSTA: And I'm often out on the campaign trail, Secretary. And I know you stay out of politics. But one thing I'm hearing from so many Republicans across the country, especially governors, they want to block Chinese companies from making investments and buying farmland in the United States. Does the Biden administration and do you support Chinese companies making investments and buying farmland in the United States?SEC. RAIMONDO: We have to be very, very careful, we have to screen every investment and make a decision as to whether it hurts our national security or not. Not every investment from China into America is- harms our national security, but many do. And so it's a case by case basis, looking into the facts and being as tough as we need to be, but also being, you know, realistic and not hyperbolic. Just being, like I say, practical. It's time to be practical, pragmatic and serious about managing every aspect of this relationship.ROBERT COSTA: Secretary Raimondo, we appreciate you taking the time on a Sunday. Thank you.SEC. RAIMONDO: Thank you. Have a great Labor Day weekend.                                  。         7月20日,2026世界人工智能大会(WAIC 2026)的展馆里,有两个词到处可见:智能体和Token。

三 | 不少展台演示着类似的场景:某个智能体如何替人完成一段工作,比如读财报、写代码、打开网页……          然而,《IT时报》记者的一个困惑始终无法被解答:如何衡量这些智能体的价值?Token烧完之后,企业到底得到了什么?          “用Token收费,是大模型公司一种很‘狡猾’的做法,它不为自己的错误买单,你的钱还被花了。

四 | ”2026世界人工智能大会期间,在容联云举办“协同进化·价值共生——企业级Agent的进化与商业化落地”的主题论坛上,亿欧董事长王彬坦言。         容联云产研中心副总经理唐兴才引用的一组数据与之相印证:全球88%的企业已经部署了Agent,但其中不到10%的Agent真正为企业创造了可量化的业务价值。         论坛上,从Token定价模式到效果付费,从技术指标到业务闭环,围绕“价值”重新校准的AI评价体系成为嘉宾热议的话题。         当日,容联云宣布全栈产品Agent化,涵盖Voice Agent、质检Agent、辅助Agent、协呼Agent、CRM辅助Agent、智能客服Agent、私域运营Agent等完整产品矩阵,实现对企业营销、销售、服务、质检、运营全场景的纵深覆盖。         Token黑洞 价值缺席          现阶段的企业级Agent往往有一个核心矛盾:Token在加速消耗,价值却持续缺席。

五 |          唐兴才描述了一个典型场景:企业引入AI编程工具后,如果不加以节制和规划使用,单个程序员的Token消耗成本可能是自身人力成本的10倍。许多企业初期以Token消耗量作为智能化程度的度量指标,直到财务报表出来,才发现成本膨胀与价值产出之间完全脱钩。         在现有按Token消耗计费的模式下,AI服务方不承担产出质量风险,所有试错成本全部由企业端承担。         在商业模式中,这是一个典型的错位:供给方按消耗收费,消耗越多赚得越多,却与使用方的价值无关,优化Token成本的动力显然不足。         唐兴才也举例,一个语音Agent的意图识别准确率达到95%,但如果它无法推动订单转化、无法缩短工单了结时长、无法提升复购率,95%这个数字对企业经营者而言没有实际意义。         “关注业务闭环应关注的是业务指标,订单转化率、工单了结时长、运营覆盖人数与GMV贡献。”唐兴才指出。         但目前来看,技术指标和业务指标之间是断层的,需要工程化能力和行业Know-how来建立桥梁。         王彬将这一现象归结为评价体系的缺位。他提出VPT(Value Per Token)模型,主张以单位Token创造的商业产出来衡量AI的实际生产力,推动智能体从“Token消费者”向“价值生产者”跃迁。这一框架的核心逻辑是:Token的定价权不应掌握在算力提供方手中,而应由其对业务结果的实际贡献来决定。

六 |          效果付费 共担风险          当评价体系从技术指标转向业务指标,收费模式的重构就成为必然。         容联云解决方案中心总经理闫玉华在论坛圆桌环节透露,容联云今年正在探索一种新的业务模式——效果付费或成果付费,尤其涉及AI新技术和新场景,通过共担风险的方式化解客户的投入顾虑。

七 |          效果付费的前提,是Agent能够在特定场景中实现业务闭环,产出可被量化的业务结果。         今年6月,容联云发布了Voice Agent。

八 | 数据显示,在银行信贷催收与营销场景中,日均通话超过2万通,完成率94%。

九 | 以可比口径计算,人工坐席月成本为5000至8000元,日均处理话务150至300通;Voice Agent月成本2000至3000元,日均处理话务量1万通以上,而且24小时运转,服务标准统一。

十 |          当Agent的产出可以精确到通话量、完成率、回款金额这些业务指标时,效果付费就具备了可操作性的商业模式。         私域运营Agent则提供了另一个维度。一个人力运营人员管理几千到几万用户已是上限,而Agent可管理几十万乃至上百万用户,容联云的私域运营Agent已独立管理超8万私域客户,经营规模增长87%。

十一 |          在效果付费框架下,这一数字可以直接映射为GMV增量,成为定价的依据。         多点数智副总裁张宇的定价逻辑也很清晰,他以海外一个大超市客户为例,生鲜年销售额三四十亿元,损耗率8%至9%,通过补货智能体,哪怕损耗率只降低1个百分点,一年就节省数千万元,AI系统的投入成本相比之下几乎可以忽略。         如果Agent替代的是一个具体的岗位、承担的是一个具体的KPI,它的定价就不再取决于消耗了多少Token,而是取决于创造了多少可衡量的业务增量。         企业级Agent的价值锚点          企业级Agent的价值锚点究竟在哪里?          根据容联云这几年的实践,唐兴才总结认为,数据连通、人机协同、业务闭环缺一不可。         数据连通是价值锚点的地基。企业内部的Agent平台与CRM、ERP等业务系统长期割裂,Agent无法理解订单、合同、工单等业务对象的语义,也无法将作业过程中的知识与经验沉淀为可复用的资产。容联云的解法是在Agent与底层系统之间架设数据语义层,将业务数据抽象和实体化。

十二 |          业务闭环是价值锚点的度量刻度。唐兴才认为,企业级Agent有四个阶段的进化路径:单点能力(Copilot)、闭环任务、人机协作、自主业务闭环。前三个阶段,Agent的价值仍然依附于人的判断和执行;只有到第四阶段,Agent自主完成从订餐到信审的完整业务链路,其对业务结果的贡献才具备独立可量化的条件。

十三 |          容联云将全栈产品Agent化,本质上是寻找那些可以实现业务闭环的场景,将Agent的考核从技术指标体系切换到业务指标体系。

十四 |          行业Know-how是价值锚点的壁垒,多点数智在零售领域积累了10年的数字化底盘(Dmall OS)和智能中枢(D-BRAIN),因此,其Agent集群能够在选品、定价、补货、巡检等核心环节,输出可量化的经营结果。         简而言之,企业级Agent的价值不在通用模型的参数规模,而在垂直行业知识与业务流程的深度融合。         论坛上,嘉宾们形成的共识是,Agent 规模化核心突破口在于深度绑定企业客服、风控等核心业务,而技术幻觉、业务组织抵触是规模化两大核心壁垒。未来一年,多角色协同 Agent、全企业规模化部署将成为产业关键突破方向,合规与信任仍是长期普及的最大制约。

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