抖音电商将大模型应用豆包纳入抖店结算序列，实现AI导流订单的商业化计算，标志GEO全面进入成交归因时代。平台构建起“类目+渠道”的综合归因体系，精准量化AI推荐带来的成交贡献。
抖音电商战略调整，将AI应用“豆包”纳入技术服务费规则，明确费率根据商品类目与成交渠道综合确定。这意味着豆包不再仅是前端购物入口，来自该渠道的订单将在商家结算侧被正式识别归因，新规于2026年7月15日生效。
《人工智能拟人化互动服务管理暂行办法》7月15日生效，字节跳动“豆包”与阿里“通义千问”率先响应，即将下线自定义拟人化代理功能。豆包已通知用户，该功能自7月15日起下线，10月15日起彻底停用相关服务，成为新规下首批调整的头部AI应用。
豆包App上线内置“豆包导航”功能，底层采用百度地图技术，实现端内原生导航体验。该功能按场景差异化服务：步行与骑行可直接在豆包内完成导航，也可选高德地图。此举拓展了AI大模型在出行场景的应用边界。
Openai
$2.8
Input tokens/M
$11.2
Output tokens/M
1k
Context Length
-
Anthropic
$7
$35
200
Google
$2.1
$17.5
$21
$105
Alibaba
Bytedance
$1.2
$3.6
4
$3.9
$15.2
64
$0.8
$2
256
128
$0.15
$1.5
Baidu
32
$8
Tencent
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