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中航证券:国内AI产业迈入快速落地+商业变现新周期

AVIC Securities: The domestic AI industry has entered a new cycle of rapid implementation and commercial monetization.

Breakings ·  Jan 6 11:21

AVIC Securities Research Reports state that as of mid-December 2024, the average daily tokens usage of the Doubao general model exceeds 4 trillion, an increase of 33 times compared to seven months ago when it was first released. The breakout of the Doubao large model is attributed to the low dissemination cost after the large-scale implementation of AI applications. It is reported that the updated visual understanding model of Doubao can achieve an input price of only 3 cents per thousand tokens (token is the smallest unit in text), allowing one yuan to process 284 images at 720P resolution. At the same time, the widespread application of AI has rapidly increased the demand for intelligent computing power, with technology giants competing in the computing power infrastructure race. Companies like Baidu are discussing how to build a cluster of 100,000 cards. In addition, the domestic industry has begun its journey of AI transformation and upgrade, with Xiaomi starting to build its own GPU cluster of 10,000 cards, and Li Auto publicly announcing its strategic transformation into an AI enterprise. Marked by the explosive and large-scale growth of the average daily tokens usage of Doubao, the domestic AI industry is entering a new cycle of industrial growth characterized by the realization of 'rapid implementation and commercial monetization' across various fields.

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