计算机行业点评：划时代的多模态入口

Investment Rating - The report maintains an "Accumulate" rating for the industry [5] Core Insights - The upgrade of the Doubao App's real-time communication feature introduces video chat capabilities, marking a significant advancement in multimodal interaction [1][11] - The new video call function enhances user experience by allowing real-time visual and auditory interaction, which is expected to foster further application innovations [2][19] - The technology behind the video call feature includes major upgrades to the Doubao visual understanding model, enabling complex task processing and real-time internet retrieval [17][21] Summary by Sections Industry Overview - The Doubao App's video call feature allows users to engage in video conversations for problem-solving in various scenarios, such as work, life, and study [1][11] - The technology supports multimodal information fusion, significantly improving interaction accuracy and user engagement [2][19] Technological Advancements - The visual understanding model has been upgraded to support simultaneous processing of visual and audio inputs, achieving an average response delay of under 800 milliseconds [17][21] - The model's ability to maintain context during continuous video streams enhances the naturalness of AI interactions [17][20] User Engagement - The introduction of video interaction has led to a 40% increase in question accuracy in museum settings compared to pure voice input, and a 65% increase in usage willingness among elderly users [2][19] - The shift from traditional Q&A to real-time visual and auditory interaction is expected to unlock new application scenarios and innovations in human-AI interaction [21] Recommended Companies to Watch - Companies in the computing power sector include Cambrian, Haiguang Information, Alibaba, and others [3][21] - Companies in the agent software sector include Kingsoft Office, Fanwei Network, and others [3][22] - Companies in the military AI sector include Pingao Co., Ltd., Putian Technology, and others [3][23]