计算机行业专题：FORCE2024原动力大会即将召开，关注字节AI产业链机会

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies [48]. Core Insights - The upcoming 2024 FORCE conference will focus on AI transformation and technological innovation, highlighting opportunities in the AI industry [4][9]. - Doubao, an AI application, has shown strong growth, with monthly active users reaching 59.98 million and a total user base exceeding 160 million, making it the first AI application in China to surpass 100 million users [4][13]. - Doubao's model family includes various specialized models, enhancing its capabilities across multiple scenarios, including text generation and voice recognition [5][18]. - The competitive strategy for Doubao includes aggressive user acquisition through significant advertising investments and a low-cost strategy for B-end clients, which has attracted numerous enterprise customers [5][29]. Summary by Sections Conference Overview - The 2024 FORCE conference will take place on December 18-19 in Shanghai, focusing on cutting-edge technologies and AI transformation opportunities [4][9]. - Key forums will include discussions on the principles of large model technologies and the application of Doubao in expanding AI boundaries [10]. Doubao's Growth - Doubao has achieved significant user growth, with a 15% increase in monthly active users and a daily active user count nearing 9 million [4][13]. - The application has seen a steady rise in web traffic, with visits increasing from 1.73 million in February to 2.14 million in November [4][13]. Model Family and Features - Doubao's model family includes various versions such as Pro and Lite, catering to different user needs with enhanced capabilities for understanding and generating content [5][18]. - Recent upgrades to Doubao's text-to-image capabilities allow for more complex image generation and better understanding of Chinese cultural elements [21]. Competitive Strategy - Doubao's user acquisition strategy involves substantial advertising investments, with spending increasing from 18 million yuan in April to 124 million yuan by June [25]. - The pricing strategy for B-end services has been significantly reduced, with the cost for model inference dropping to 0.0008 yuan per 1,000 tokens, making it highly competitive in the market [29][33]. AI Model Architecture - ByteDance has established a multi-layered AI architecture centered around Doubao, which includes various model types and a robust application development platform [6][38]. - The infrastructure supporting Doubao includes GPU resources and security measures provided by Volcano Engine, enhancing its operational capabilities [6][38]. Industry Partnerships - ByteDance collaborates with various companies across different sectors, enhancing Doubao's market presence and providing growth opportunities for partners [43][44].