字节Force大会展望：豆包大模型、手机助手、火山云、B端落地

Investment Rating - Maintain "Add" rating for the industry [8] Core Insights - The upcoming ByteDance Force Conference on December 18 is expected to showcase advancements in cloud infrastructure, large models, and application deployment, potentially leading a new wave of AI enthusiasm [1] - The Doubao large model has seen significant growth, with daily token usage exceeding 30 trillion by September, indicating rapid AI deployment [2] - The Doubao mobile assistant, set to launch on December 1, will enhance user efficiency by automating complex tasks on mobile devices [3] - The Huoshan Cloud business is projected to generate 10 billion yuan in revenue in 2024 and over 20 billion yuan in 2025, with a growth rate exceeding 100% [4] - The industry is witnessing rapid advancements in AI models and cost reductions in computing power, which will facilitate broader application deployment and create a commercial AI ecosystem [5] Summary by Sections Doubao Large Model - The Doubao model's daily token usage has increased by over 137 times since its last update, showcasing its growing adoption [2] - The upcoming conference is expected to introduce various innovations in the model's capabilities, including multi-modal understanding and enhanced reasoning abilities [2] Doubao Mobile Assistant - The mobile assistant will have system-level access and the ability to perform tasks like ordering food through automation, significantly improving daily efficiency [3] - The assistant is priced at 3,499 yuan and is currently available in collaboration with ZTE [3] Huoshan Cloud Business - Huoshan Engine aims for substantial revenue growth, targeting 100 billion yuan in 2024 and over 200 billion yuan in 2025, with a long-term goal of reaching 1 trillion yuan [4] - Computing power is identified as a core resource for supporting model training and application execution [4] Agent Tools and Industry Solutions - The conference will also focus on upgrading agent development tools and enhancing AI deployment capabilities across various industries [4] - The industry is expected to see stronger solution implementation across sectors such as finance, education, and gaming [4] Related Companies - Key companies in the cloud segment include Cambrian, Digital China, and Dongyangguang, while in the edge segment, ZTE and others are highlighted [6]