On December 20th, a research report by CITIC Securities pointed out that the Doubao Big Model family has upgraded its capabilities in general text, visual understanding, music generation, text generated graphics, and other models, fully benchmarking OpenAI in terms of model richness and core capabilities. Since its release, the traffic of the model has increased by 33 times, with an average daily call of 4 trillion tokens, and the commercial landing continues to accelerate. We are optimistic about the accelerated implementation of AI applications represented by Agent mode in various fields by 2025, under the leadership of high-quality domestic models such as Doubao, which will simultaneously drive the demand for several times computing power. It is recommended to pay attention to investment opportunities related to the AI industry chain.
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