软件与服务：AI产业速递：火山引擎召开原动力大会，产品升级助推AI应用落地

Investment Rating - The report maintains a "Positive" investment rating for the industry [26] Core Insights - The 2024 Winter Volcano Engine FORCE Conference held in Shanghai showcased ByteDance's new product releases, including the Doubao visual understanding model and 3D generation model, which are expected to accelerate the commercialization of AI applications [2][12] - The significant reduction in usage costs for the Doubao visual understanding model, priced at only 0.03 CNY per 1,000 tokens, is 85% cheaper than industry standards, which is anticipated to lower barriers for enterprises and developers to adopt large model technologies [3][12] - The report suggests focusing on AI application-related stocks, particularly those collaborating with ByteDance, and computing power-related stocks, especially suppliers of ByteDance's inference computing power [9][13] Summary by Sections - Event Description: The Doubao model has been upgraded to match industry-leading standards, enhancing its capabilities in visual content recognition and reasoning, and achieving significant performance improvements across various tasks [12] - Market Performance: The report highlights a 39-fold increase in the usage of Doubao models in information processing scenarios over the past three months, indicating strong demand growth [3] - Product Launches: New products such as the Volcano Ark and Kousi 1.5 were introduced, aimed at facilitating user interaction and reducing development costs for AI applications [25]