Open Source Securities: Continuing to Lay Out AI Companion-Related Investment Opportunities

Golden Ten Data reported on January 22 that Open Source Securities Research Report said that on January 20, Doubao officially launched a real-time voice model, and it was fully opened in the Doubao APP, which may further improve the user experience. According to the real feedback from external users, the overall satisfaction of the model has obvious advantages over GPT-4o, especially the naturalness of voice tone and emotional fullness are much higher than the latter. Human-level voice dialogue capabilities may be expected to bring a breakthrough in AI to AGI. a. Break through the limitations of human-level voice dialogue capabilities;b. Both IQ and EQ are online, giving AI conversations a "real feeling". Doubao's human-level voice dialogue can provide more realistic emotional companionship, which is conducive to further improving the user experience of emotional companion applications, and is also expected to open up a broader space for AI device-side hardware, such as AI voice assistant hardware and AI toys. It is recommended to continue to deploy AI-related investment opportunities.