字节在AI云基础设施与消费级应用两端发力，字节在中国AI云服务收入中的占比已接近13%，仅次于阿里的23%，同时豆包App日活突破1亿、日均Token消耗量国内第一。高盛认为，2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。而且字节本身控制着用户的时间，这正是腾讯与阿里“输不起”的根本原因。中国互联网巨头的AI竞争...
Source Link字节在AI云基础设施与消费级应用两端发力，字节在中国AI云服务收入中的占比已接近13%，仅次于阿里的23%，同时豆包App日活突破1亿、日均Token消耗量国内第一。高盛认为，2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。而且字节本身控制着用户的时间，这正是腾讯与阿里“输不起”的根本原因。中国互联网巨头的AI竞争...
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