HAITONG SEC: Overseas large models continue to iterate, focus on the establishment of the ByteDance Doubao AI ecosystem.
HAITONG SEC believes that ByteDance is building a corresponding AI ecosystem based on Doubao, through applications like Cat Box, Star Drawing, and Doubao AIXue, promoting the upgrade and iteration of AI products in the market, and suggests maintaining a continuous focus on the development of AI applications.
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The popularity of AI Advertising Marketing continues, with AppLovin, 汇量, NEWBORNTOWN and others reaping the benefits.
Recently, the enthusiasm for AI in the Capital Markets has surged again, with Institutions competing to investigate AI application companies, driving stock prices higher. From domestic to overseas, the enthusiasm for AI continues to be released. Among them, Advertising Marketing, as an industry that has embraced AI transformation early on, has allowed many companies to reap the first wave of benefits. When mentioning Advertising Marketing, one cannot overlook AppLovin, which has been dubbed the "AI Monster Stock" this year. This year, the US stock market AI Advertising Marketing giant AppLovin has become a new darling of Wall Street with its outstanding AI application performance, with its stock price increasing over 790% since the beginning of the year and Market Cap exceeding 100 billion dollars.
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