智通财经APP获悉，华鑫证券发布研报称，全球大模型迭代仍在提速而未现放缓迹象。AI模型调用量预 计明年仍会持续高增，且增长并非线性连续，一旦手机助手、多模态等应用出现爆款，可能会带动AI 模型调用量和算力需求出现跃迁式增长。建议重点关注海内外AI产业发展趋势，关注AI算力、国产AI 硬件、AI应用等方面的投资机会。 火山引擎还发布了视频生成模型Seedance 1.5 pro，支持音画同步输出、多人多语言对白配音，具备更强 大的影视级叙事张力，满足影视、漫剧、电商、广告的高阶创作需求。 为便利企业的AI应用和Agent部署，火山引擎全面升级企业级AIAgent平台AgentKit，发布企业版AI原生 编程工具TRAE，并推出HiAgent"1+N+X"智能体工作站。在模型定价上，火山引擎进一步创新模型定 价模式，推出"AI节省计划"，是业内首个大模型节省计划，覆盖火山引擎上所有的按量后付大模型产 品，包括豆包大模型家族、各类三方开源模型。 字节围绕AI大模型打造战略生态，上修未来收入增长目标 字节火山引擎当前已经打造了从模型到MaaS、Agent开发、Agent运营的一整套AI云原生架构。目前豆 包大模型日均 ...

Core Viewpoint - The article discusses the competitive landscape of cloud service providers, emphasizing the emergence of AI-driven models and the introduction of the AgentKit platform by Volcano Engine as a strategic move to capitalize on the AI market and enhance developer engagement [2][3][4]. Group 1: Market Dynamics - The cloud market is currently facing intense competition characterized by price wars and challenges in standardization, making it difficult for companies to scale effectively [2]. - The introduction of large models has created new opportunities for cloud providers, with Volcano Engine leading the market in model-as-a-service (MaaS) by capturing a significant share of the public cloud model invocation market [5][6]. - Volcano Engine's market share reached 49.2% in the first half of 2023, indicating its dominance in the AI infrastructure space [5]. Group 2: Strategic Developments - Volcano Engine has transitioned from traditional cloud services to an AI-native model, focusing on selling tokens instead of computing power, which allows for a more sustainable business model [6][7]. - The company has significantly reduced the pricing of its models, with a price drop of 99.3%, to encourage widespread adoption and increase invocation rates, thereby enhancing model evolution through user feedback [7][8]. - The launch of the AgentKit platform aims to provide developers with the necessary tools to create and manage AI agents effectively, addressing the challenges faced in deploying AI solutions [9][18]. Group 3: AgentKit Features - AgentKit is designed to cover the entire lifecycle of agent application deployment, providing a comprehensive solution that addresses the real challenges enterprises face in implementing AI agents [18][19]. - The platform includes modules for identity management, security, and operational efficiency, ensuring that agents can operate safely and effectively within enterprise environments [22][23][24]. - AgentKit also features observation and evaluation capabilities, allowing for transparent decision-making processes and performance assessments of agents, which are crucial for enterprise adoption [30][31]. Group 4: Future Outlook - The article suggests that the future of cloud service providers lies in their ability to adapt to AI-driven models and infrastructure, with a focus on building robust AI-native architectures [33]. - Volcano Engine's AgentKit is positioned as a key player in the agent development space, aiming to attract professional developers and enhance user engagement, ultimately driving growth in the AI cloud market [36][37].