Core Insights - The AI competition is shifting from model capabilities to ecosystem and implementation efficiency [1] - By December 2025, the daily token usage of Doubao's large model is expected to exceed 50 trillion, ranking third globally [1] - Over 100 companies have accumulated token usage exceeding 1 trillion on the Volcano Engine, indicating a transition from technology validation to large-scale implementation in the domestic AI industry [1] Industry Focus Areas - The first area of focus is on general agent development platform vendors, whose toolchain ecosystems will create a sticky barrier [1] - The second area is vertical industry agent solution providers, particularly those with established cases in enterprise services and content creation [1] - The third area involves small and medium-sized enterprises benefiting from cost-reduction policies, where AI application penetration is expected to increase rapidly [1] ETF and Index Information - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies involved in software development, IT services, and hardware manufacturing from the A-share market [1] - This index reflects the overall performance of listed companies in the computer industry and exhibits significant growth and technology-oriented characteristics [1]
计算机ETF（512720）连续5日迎净流入 豆包大模型1.8发布，国产AI持续精彩
Mei Ri Jing Ji Xin Wen·2025-12-23 07:06