AI产业速递：火山引擎冬季Force原动力大会开幕在即，全面看好字节系AI崛起

Investment Rating - The report maintains a "Positive" investment rating for the industry [9]. Core Insights - The upcoming 2024 Winter Volcano Engine FORCE Conference in Shanghai will focus on cutting-edge technology, industry implementation, and AI entrepreneurial opportunities, highlighting the rise of ByteDance's AI capabilities [5]. - The Doubao large model has shown continuous performance upgrades, with a 20.3% improvement in comprehensive performance announced during the AI Innovation Tour in Shanghai [5]. - Doubao has become the most popular ToC AI application in China, achieving over 599.8 million monthly active users globally, second only to ChatGPT, and maintaining over 10% growth [6]. - The global AI application landscape is improving, with a 13.64% increase in AI application traffic in October, indicating a positive trend for AI applications [7]. - The Volcano Engine conference is expected to showcase ByteDance's AI progress, potentially boosting the market for AI applications [8]. Summary by Sections Event Description - The 2024 Winter Volcano Engine FORCE Conference will take place on December 18-19, 2024, in Shanghai, focusing on AI transformation opportunities [5]. Event Commentary - The AI capabilities are developing comprehensively, with significant upgrades to the Doubao large model, which includes various models aimed at enhancing application scenarios [5]. - Doubao's user base is rapidly expanding, indicating a potential for commercial monetization of AI applications in the consumer sector [6]. Market Trends - The report notes a significant increase in global AI application traffic, suggesting a growing acceptance and integration of AI technologies in various sectors [7]. - ByteDance's collaboration with multiple companies to create a product matrix around the Doubao model is expected to facilitate AI applications across different industries [8].