日活破亿的豆包，正悄然成为字节的“流量副中心”

Core Insights - Doubao has integrated several ByteDance services, including Soda Music and Doubao Aixue, into its chat interface, allowing users to access these features without leaving the app [1][2] - Doubao is becoming a significant traffic distributor within ByteDance, positioning itself as a potential second major traffic engine after Douyin [2][12] Group 1: Doubao's New Features - Doubao has introduced a "Play Music" feature that allows users to play songs directly from the chat interface, supporting lyrics and playlists [1] - The "Doubao Aixue" feature enables users to get answers to questions through text, voice, or photo uploads, enhancing its educational capabilities [1][8] Group 2: Traffic Distribution and Growth - Doubao has surpassed DeepSeek to become the most popular AI app in China, benefiting from the traffic support of Douyin [2][10] - Douyin, while still a major player, is experiencing slower growth, prompting ByteDance to leverage Doubao as a new traffic hub [12][14] Group 3: Strategic Positioning - Doubao's integration of services like Soda Music and Doubao Aixue is seen as a strategic move to create an "Agent ecosystem," similar to WeChat's mini-programs [4][6] - The app's ability to provide direct access to third-party services without requiring users to switch apps enhances user experience and efficiency [14][15] Group 4: Challenges and Competition - Soda Music faces challenges in expanding its user base due to a weaker copyright library compared to established competitors [7][8] - Doubao Aixue is competing with other educational apps and AI solutions, struggling to establish a dominant market position [9][10] Group 5: Future Implications - As Doubao evolves into a "super AI app," it may risk "plugin-izing" third-party services, potentially diminishing their strategic importance [11][15] - The ongoing development of Doubao as a traffic center indicates a shift in ByteDance's strategy towards a more focused and integrated traffic ecosystem [15]