本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。1.字节跳动AI跃居国内第一。得益于雄厚的资金实力和完备的AI矩阵,字节在AI大模型和应用上已跃居国内第一:1)豆包用户体验最好、生态完善,日活达到2亿,且随着用户数和使用频次的增加,预计到明年日均tokens消耗达100万亿;2)豆包1.6模型能力领先,推理、多模态都比较突出;3)字节agent开发工具链闭环完善度和生态支持也最为...
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