当下处于基本面的相对混沌期，宏观层面，横向和纵向比较，国内一些高频数据没那么弱，而部分投资者对未来预期 不高，微观层面，AI 与国产替代背景下，用户使用意愿增强，但支付能力不强，产品也还需要等待新的大模型突破及 继续打磨。因此，在投资的维度上，依旧更多的体现为在风险偏好影响市值波动的阶段，以求新求变为驱动的类主题 投资，短期不能证伪，长期有落地普及可能性，存在一定概率可向景气投资转化，不管是 EDA 还是稳定币相关板块 活跃度提升可能都属于此。而多数大市值龙头公司，由于收入体量和市占率提升后，跟宏观环境关联度高，更多得看 减员降费后，需求有一定程度回暖，带来的利润弹性，除非是出海/saas 转型早，海外/saas 收入占比高的公司，可能 经营韧性更强，与多数依赖国内需求/项目制商业模式的公司比，经营和资本市场表现可能有一定相对独立性。预计 6- 7 月份，随着逐步进入企业二季度业绩冲刺及上市公司业绩预告/快报披露期，投资者对基本面的关注度提升，业务经 营趋势对市值波动的影响权重提升。再拉长一点看，预计下半年，在基数效应、新技术/产品落地、政策落地的加持下， 有可能取得比今年上半年更好一些的表观经营表现，具体强 ...

Core Insights - The core viewpoint of the articles emphasizes the democratization of AI technology through innovative pricing models and advanced capabilities, enabling more businesses to access top-tier AI tools at affordable rates [1][2][3] Group 1: AI Technology and Pricing Model - The launch of the Doubao Model 1.6 and Seedance 1.0 Pro at the Force Original Power Conference highlights a shift towards an "AI cloud-native" strategy [1] - The new "interval pricing" model allows businesses to pay based on input data length, making advanced AI functionalities more accessible and reducing costs [1] - Fire Mountain Engine's technological innovations have led to an 80% efficiency in processing requests, allowing for a scalable deployment of GPU computing power [1] Group 2: Impact on Various Industries - The Doubao Model 1.6 has been integrated into the AI programming product TRAE, demonstrating significant reductions in development time and costs, with 85% of code generated by AI [2] - Fire Mountain Engine holds a 46.4% market share in China's public cloud large model service usage, processing an average of 16.4 trillion tokens daily [2] - Various industries, including automotive and education, are leveraging Fire Mountain Engine's AI tools to enhance services and operational efficiency [2] Group 3: Future Outlook - The company plans to continuously optimize its technology stack and aims to release 1-2 iterations of large models annually, integrating AI capabilities into all production processes [3] - Experts suggest that the transformation driven by technological innovation in AI is reshaping the industry landscape and contributing to the construction of a digital China [3]

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 ...