计算机行业周观点：豆包引领国产AI，继续强CallAI

Investment Rating - Industry Rating: Recommended [4] Core Insights - Doubao leads the domestic AI market, focusing on user experience optimization and achieving significant user growth, with over 160 million cumulative users and a daily active user count nearing 9 million, reflecting a growth rate exceeding 15% [2][16][23] - OpenAI's recent 12-day product launch event showcases advancements in AI capabilities, including the introduction of the o1 model, which significantly reduces error rates and enhances multi-modal functionalities, indicating a shift in the AI industry landscape [3][17][41][42] Summary by Sections Doubao AI - Doubao, developed by ByteDance, is an AI tool based on the Lark model, offering various functionalities such as chatbots and writing assistants, and has gained rapid popularity due to its multi-platform support [2][16] - As of November 2024, Doubao's user base surpassed 160 million, with a stable daily download rate of 800,000, making it the second globally and the first domestically among AI apps [2][23] - Doubao's daily active users reached approximately 9 million in November, significantly outpacing competitors like Kimi [2][16] OpenAI Developments - OpenAI's "12 Days of OpenAI" event began on December 5, 2024, featuring daily releases of new AI functionalities, including the o1 model and ChatGPT Pro, which enhance user interaction and capabilities [3][17][41] - The o1 model represents a major upgrade, reducing error rates by 34% and improving response times, making it suitable for complex applications [42] - OpenAI's advancements are expected to influence various sectors, including healthcare, education, e-commerce, and office applications, aligning with national priorities [3][17] Market Performance - The computer industry experienced a decline of 1.25% this week, ranking 28th among the 31 sectors, with the Shanghai Composite Index down by 1.01% [70][75] - Year-to-date, the computer industry has risen by 13.68%, ranking 10th among sectors, slightly below the Shanghai Composite Index's increase of 14.63% [75]