划时代的多模态入口

Investment Rating - The report maintains an "Increase" rating for the industry [5] Core Insights - The upgrade of the Doubao App's real-time calling feature introduces a video chat Q&A function, marking a significant advancement in multimodal interaction [1][11] - The new feature enhances user experience by allowing real-time video communication, which is based on a major upgrade of the Doubao visual understanding model, enabling complex task processing and real-time online retrieval [17][19] - The introduction of visual information in AI interactions reduces the threshold for users to describe their needs, leading to a 40% increase in question accuracy in museum scenarios and a 65% increase in usage willingness among elderly users [2][19] Summary by Sections Doubao App Upgrade - The Doubao App's real-time calling feature was upgraded on May 23, allowing users to engage in video chat for problem-solving in various scenarios [1][11] - The upgrade is based on a significant enhancement of the visual understanding model, which integrates multimodal information processing, complex task handling, and real-time retrieval capabilities [17] Interaction Improvement - The transition from traditional Q&A to real-time "see + hear" interaction is expected to foster more innovative applications [19][21] - Continuous interaction in video mode allows users to provide additional context, improving the accuracy of AI responses and making the interaction more natural [20] Companies to Watch - The report suggests focusing on companies in the computing power sector, including Cambrian, Haiguang Information, Alibaba, and others [3][21] - It also highlights companies in the agent software space such as Kingsoft Office, Fanwei Network, and Kingdee International [3][22] - Additionally, it mentions military AI companies like Pingao Co., Ltd., Putian Technology, and others [3][23]