人工智能行业点评报告：AI进行时：字节推出视觉理解模型，Salesforce升级智能体应用

Investment Rating - The industry investment rating is "Positive" (maintained) [5] Core Insights - ByteDance launched the Doubao Visual Understanding Model and upgraded the Doubao model family, with significant growth in usage since May [2] - Salesforce introduced AgentForce 2.0, enhancing AI agent applications to improve internal workflow efficiency for enterprises [3] - The AI application ecosystem is accelerating in both domestic and international markets, with expectations for faster commercialization [4] Summary by Sections ByteDance Developments - On December 18, ByteDance unveiled the Doubao Visual Understanding Model, which excels in content recognition, understanding, reasoning, and visual description capabilities [2] - The input price for the visual understanding model is 0.003 yuan per thousand tokens, which is 85% lower than the industry average, allowing processing of 284 images at 720P for 1 yuan [2] - The Doubao general model pro has improved task handling by 32%, code capabilities by 58%, and expertise in specialized fields by 54% since May [2] - The launch of a comprehensive AI search service aims to enhance enterprise search efficiency significantly [2] Salesforce Developments - Salesforce's AgentForce 2.0 allows users to build and deploy AI agents capable of autonomously executing tasks, integrating deeply with Slack and data cloud services [3] - Demonstrations showed that the AI agents can provide real-time updates, search for documents, and generate visual reports quickly through Tableau [3] Market Trends - In December, the daily token usage of the Doubao model exceeded 4 trillion, a growth of over 33 times since May, with significant increases in customer service and sales applications [4] - Salesforce reported over 1,000 paid customers for AgentForce, indicating strong market demand [4] - The commercialization process of AI applications across industries is expected to accelerate through 2025 [4]