图片来源：火山引擎发布会 字节跳动旗下火山引擎，于6月11日举办Force原动力大会，本次大会正式发布了豆包大模型1.6、视频生成模型 Seedance 1.0 Pro等新模型，同时升级了AI Agent开发平台等云原生服务。 Z Highlight ： 字节跳动CEO梁汝波在会上强调："公司致力成为领先的创新科技企业，将坚定长期投入技术突破，并借力火山引擎持 续将前沿模型与能力向企业客户开放，赋能产业智能化转型。" 火山引擎谭待：豆包1.6跻身全球第一梯队，中国大模型份额近半 会上，豆包 1.6 模型披露多项权威测评成绩。在复杂推理、竞赛级数学、多轮对话和指令遵循等测试集上，豆包 1.6- thinking 的表现已跻身全球前列。 据火山引擎总裁谭待介绍，豆包 1.6 系列模型支持多模态理解和图形界面操作，能够理解和处理真实世界问题。此 前，豆包 1.5 的多模态能力在 60 个公开评测基准中取得 38 项最佳成绩，已广泛应用在电商识图、自动驾驶数据标 注、门店巡检等场景。图形界面操作能力则让豆包 1.6 进一步具备 " 行动力 " 。演示案例显示，豆包 1.6 可自动操作 浏览器完成酒店预定，识别购物小票 ...

消息面上，据21世纪经济报道，6月11日，英伟达在首届GTC巴黎上，抛出了一系列欧洲AI基础设施的 合作计划。一方面，英伟达正在与法国、英国、德国和意大利的企业进行AI合作。另一方面，英伟达 正在德国、瑞典、意大利、西班牙、英国和芬兰建立并拓展AI技术中心。比如，在法国，AI新秀Mistral AI正与英伟达合作，构建一个由18000个英伟达Grace Blackwell系统驱动的云平台，并计划在2026年扩 展到多个节点。在英国，英伟达联手云厂商Nebius和 Nscale，计划先部署14000个英伟达Blackwell GPU 来驱动新的数据中心。 浙商证券表示，AI Agent具备爆发潜力，有望重塑计算机行业价值，持续把握相关领域投资机遇。首先 带来国产算力需求提升，其次软件服务产业自身就是高人力成本服务业，AI Agent能直接降本增效，有 望推高行业毛利率中枢，最后AI Agent有望推动计算机公司商业模式升级。 交银国际指出，科技股估值虽未回到之前高点，但已基本修复，建议投资者关注确定性较高的领域。首 先，人工智能仍是今后一段时间最关键的技术变化，下半年随着部分关键产业链公司完成产品升级，我 们认 ...

[Music] Bringing a life-saving drug to market requires analyzing massive amounts of complex data. The pharmaceutical industry needs a faster, more automated way to extract meaning and act on it. Ivia is using Agentic AI to do exactly that.Training AI agents to navigate more than a million data streams for clinical, medical, and commercial professionals. Its healthcare grade AI platform combines a growing set of AI agents, each designed to streamline how insights turn into action. Built with NVIDIA Neotron m ...

AI agents are digital assistants based on a prompt. They reason through and break down problems into multi-step plans. They use the proper tools, work with other agents, and use context from memory to properly execute the job on NVIDIA accelerated systems.It starts with a simple prompt. Let's ask Perplexity to help start a food truck in Paris. First, the perplexity agent reasons through the prompt and forms a plan.Then calls other agents to help tackle each step using many tools. The market researcher reads ...

[Music] By 2050, two out of every three people will live in cities, putting more pressure on infrastructure. Physical AI can help improve life for billions. To build cityscale AI, developers must simulate real world conditions and process billions of sensor inputs and millions of camera streams in real time.The NVIDIA Omniverse blueprint for smart city AI agents makes this possible by combining digital twins, training, and deployment in one unified process. Take traffic congestion. Managing flow and improvi ...

Core Viewpoint - ByteDance's Volcano Engine has launched the Doubao Model 1.6 series, which features multi-modal thinking capabilities and has achieved a score of 144 in the national college entrance examination mathematics. The model's unified pricing strategy reduces comprehensive costs by 63% for enterprises, leading to a significant increase in daily token usage [1][3][12]. Group 1: Model Performance and Market Position - The Doubao Model 1.6 has seen a 137-fold increase in daily token usage, reaching over 16.4 trillion tokens as of May 2025, capturing nearly half of China's large model market [2][4][7]. - The model is recognized for its advanced reasoning capabilities, ranking among the top globally in complex reasoning, competitive mathematics, multi-turn dialogue, and instruction following [3][20]. - Volcano Engine's revenue is projected to double to 25 billion, with token usage nearly equaling that of Alibaba and Baidu combined [4]. Group 2: Pricing Strategy - The Doubao Model 1.6 introduces a revolutionary unified pricing model, setting the cost for the most frequently used input range at 0.8 yuan per million tokens, resulting in a comprehensive cost of only 2.6 yuan [12][13]. - The pricing strategy is touted as the lowest in the industry, with a special discount zone further reducing costs for specific token requests [16][14]. Group 3: Technological Advancements - The Doubao Model 1.6 supports 256K context and features deep thinking, multi-modal understanding, and GUI operation capabilities, marking it as the first of its kind in China [20][21]. - The model's ability to interact with browsers and other software signifies a shift from passive response to proactive operation, enhancing automation possibilities for enterprises [21]. Group 4: Ecosystem Development - ByteDance is building a comprehensive AI cloud-native ecosystem, launching 12 tools for Agent development and enhancing its AI IDE product, which has over 1 million monthly active users [26][29]. - The company aims to transform traditional software development by positioning Agents as the new technological entity, capable of autonomous perception and task execution [28][31]. Group 5: Future Outlook - ByteDance's long-term strategy focuses on continuous investment in AI technology and infrastructure, aiming to establish a significant presence in the AI market and challenge existing paradigms [33].

Group 1 - The core viewpoint of the news is the significant market reaction to the merger between Haiguang Information and Zhongke Shuguang, which is seen as a "strong union" in the domestic computing power sector, potentially reshaping the industry competition landscape [4][9]. - The merger announcement led to a surge in funds flowing into the Xinchuang ETFs, with nearly 7 billion yuan invested from May 26 to June 9, indicating strong market interest [4][6]. - On the first trading day after the merger, Zhongke Shuguang's stock price hit the daily limit, while Haiguang Information opened high but later fell, contrasting with the collective decline of related Xinchuang ETFs [3][4]. Group 2 - The market performance post-reopening surprised many arbitrage funds, as the expected premium on Xinchuang ETFs quickly disappeared, leading to significant sell-offs [5][6]. - Fund companies implemented measures to curb arbitrage activities, including setting purchase limits and issuing risk warnings to protect long-term investors [6][7]. - The rapid expansion of Xinchuang ETF scales diluted the actual weight of the suspended stocks in the portfolio, significantly weakening the ETFs' ability to realize gains [5][6]. Group 3 - Despite the overall decline in the Xinchuang sector on June 10, many institutions remain optimistic about the long-term prospects of the Xinchuang industry, citing ongoing technological advancements and policy support [9]. - The merger and restructuring within the Xinchuang industry are expected to evolve towards "technology complementary integration" and "ecosystem closure construction," enhancing vertical collaboration between software service providers and hardware manufacturers [9]. - The domestic computing power and Xinchuang sectors are anticipated to benefit from policy support for self-control and technological iteration, with a positive outlook for sustained growth [9].

Core Insights - GPTBots.ai sponsored the "WaytoAGI Global AI Conference – Tokyo 2025" hackathon, attracting over 300 participants globally to develop AI solutions for enterprise challenges [1][2][3] - The hackathon featured four competition tracks, showcasing the versatility of GPTBots' platform across various industries [2][4] Company Overview - GPTBots.ai is an enterprise AI agent platform that enables businesses to streamline operations, enhance customer experiences, and drive growth through end-to-end AI solutions [7] - The platform supports scalable, secure deployments and seamless integration into existing systems, aimed at reducing costs and accelerating growth for enterprises [7] Event Highlights - The hackathon demonstrated real-world applications of AI agents, with projects addressing specific industry needs such as retail, hospitality, and Web3 solutions [3][4] - Notable projects included a Web3 marketing campaign management platform, an AI-driven nail art design agent, a modular video production solution, a legal compliance tool, and an analytics agent for service demand trends [4][5] Trends in AI Adoption - The event highlighted the growing demand for scalable AI solutions that integrate with existing operations, emphasizing the importance of secure, low-code development [3][6] - The showcased projects directly addressed tangible business needs, reinforcing the trend of enterprises seeking innovative AI applications to enhance efficiency and competitiveness [4][6]

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - The AI application vendors in the US stock market achieved a total revenue of $23.599 billion in Q1 2025, with a year-over-year growth of 12.1%, and an average revenue growth rate of 20.37% [1][11] - The IT service vendors in the US stock market reported a total revenue of $37.612 billion in Q1 2025, reflecting a year-over-year increase of 5.59% [1][34] - The willingness of enterprises to invest in AI is rapidly growing, with expectations for global enterprise software and IT service spending to reach $1.25 trillion and $1.73 trillion in 2025, respectively [2][56] Summary by Sections 1. Industry Perspective: AI Deployment Demand Growth Opens SaaS and IT Service Market Space - AI application vendors in the US stock market showed significant improvement in profitability and operational efficiency in Q1 2025, with a combined net profit of $4.774 billion, a year-over-year increase of 55.76% [1][13] - The average operating profit margin for these vendors was 15.81%, up by 1.61 percentage points year-over-year [1][17] - The combined RPO (Remaining Performance Obligation) for AI application vendors reached $132.266 billion in Q1 2025, a year-over-year growth of 16.48% [1][26] 2. Tracking Overseas AI Application Vendors - Salesforce reported a revenue of $9.829 billion in Q1 2026, with a year-over-year growth of 7.62% [2][67] - Adobe's AI-first related product orders exceeded $125 million in Q1 2025, with expectations to double by the end of FY25 [2][33] - HubSpot's Copilot user base grew to over 660,000 in Q1 2025, reflecting a significant increase from 270,000 in Q4 2024 [2][33] 3. Recommendations for Focused Targets - Suggested targets include companies involved in Agent applications such as iFlytek and Focus Technology, as well as AI vertical applications like Kingsoft Office and Foxit Software [3]

其中，豆包大模型1.6以颠覆性的统一定价模式，将企业常用区间的每百万Tokens价格降至历史低点，实现综合成本降低63%。企业只需花费原来约三分之 一的价格，就能获得一个能力更强且原生支持多模态的新模型。 该模型不仅是国内首个支持256K上下文的思考模型，在复杂推理、竞赛级数学、多轮对话和指令遵循等测试集上，豆包 1.6-thinking 的表现已跻身全球前 列。在推理能力测试中，豆包1.6在今年高考全国新一卷数学单科中获得144分的成绩。 目前，字节跳动正构建一个AI云原生全栈生态。从面向Agent开发的12款工具产品，到升级AI IDE、发布MCP服务等，火山引擎正在打造一个从开发到部署 的全链条服务体系。特别是AI Agent被字节跳动视为继Web和APP之后的新一代技术主体，预示着未来软件开发模式的根本性变革，AI将成为调度者，大幅 降低开发门槛，提升效率。 字节跳动CEO梁汝波在大会上表示： "字节跳动致力成为优秀的创新科技公司，会坚定长期投入，追求智能突破，服务产业应用。通过火山引擎，持续把新模型、新技术开放给企业 客户。" 成本革命：每百万Token低至0.8元 火山引擎此次发布的豆包大模型1. ...