国泰君安：豆包实时语音大模型上线 AI交互水平再升级

Core Insights - Guotai Junan's research report highlights the launch of Doubao's real-time voice model on January 20, which is now fully available on the Doubao APP [1] Group 1: Product Features - The model can understand emotional input language, is connected in real-time, and possesses strong voice control capabilities, closely resembling human interaction with ultra-low latency and the ability to be interrupted at any time [1] - The overall satisfaction of the Doubao real-time voice model shows a significant advantage over GPT-4o, particularly in the naturalness of voice tone and emotional richness [1] Group 2: Market Applications - The integration of emotional voice interaction is expected to significantly benefit AI hardware and software applications, lowering usage barriers, improving efficiency, and enhancing user experience [1] - Key application scenarios include: 1. Emotional companionship and smart education applications, with a focus on companies like Shengtian Network and Kunlun Wanwei [1] 2. AI companionship hardware such as AI toys and AI pets, which can help hardware manufacturers and IP providers expand demand, with attention on Shanghai Film and Talking Tom [1] 3. Life efficiency products like AI glasses, AI headphones, and AI speakers will benefit from improved interaction methods, with a focus on companies like Xiaomi Group [1]