字节引领应用机会，AI板块投资机会梳理

Key Points Industry/Company Involved - Company: ByteDance - Industry: AI, Internet Media, and Technology Core Views and Arguments - ByteDance AI Applications Growth: ByteDance's AI applications, such as Douyin, have seen significant growth. The AI video application, Jiemeng, has reached a user base of 200,000, indicating strong demand for AI applications, particularly in video [2]. - ByteDance AI Strategy: ByteDance has been actively involved in AI, with a focus on large language models and various AI applications. The company has been rapidly deploying its resources and applications in this field [3]. - ByteDance AI Products: ByteDance offers a range of AI products, including image editing, education, social media, video creation, and music editing apps. The company also has a clear B2B business model through its cloud services and large model commercialization [4]. - ByteDance AI Toys: ByteDance is also focusing on AI toys for children, which are currently in the testing phase and show promising potential [5]. - ByteDance AI Investment Opportunities: ByteDance's increased investment in AI is expected to accelerate the development of the domestic AI industry, creating investment opportunities in areas such as computing power, toys, and marketing [6]. Other Important Points - AI Smart Glasses: The report discusses the potential of AI smart glasses as a significant AI hardware application. It highlights the interest of major companies in this field and the expected growth in the market [8-12]. - AI Chip Industry: The report mentions the importance of the AI chip industry and highlights key players such as Broadcom and domestic companies like Yunze Technology and Yingwei [19-20]. - Traditional 3C Products: The report expresses optimism about the traditional 3C product industry, particularly the smartphone and Android supply chains, due to factors such as subsidies and technological advancements [15-16].