传媒互联网行业周报：7月海外AI应用较平淡，国内多模态进展加速

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The report indicates that overseas leading applications are experiencing growth bottlenecks, while domestic leading applications are achieving high growth due to a lower base. Specifically, in text-based applications, most overseas chatbots and virtual character applications have seen varying degrees of year-on-year declines in access volume. In terms of average usage time, virtual characters and productivity tools are performing exceptionally well. In multimodal applications, image application access has seen slight year-on-year growth, while video applications have not continued the significant growth trend observed in June [3][4]. Summary by Sections 1. Text-Based Applications - Multiple chatbot applications have seen a decline in global access volume, with the total access volume of the top 100 chatbot applications at 2.929 billion, down 15.28% year-on-year. Virtual character applications also experienced a significant decline, with a total access volume of 347 million, down 28.85% year-on-year. However, the average usage time for these applications remains strong, with 7 applications entering the global top 30 for average usage time [2][3]. 2. Multimodal Applications - In July, the total access volume of image applications among the top 100 globally reached 941 million, reflecting a year-on-year increase of 8.30%. Conversely, video application access volume slightly decreased to 97.33 million, down 2.26% year-on-year. Notably, the domestic application Kuaishou Keling saw significant growth after announcing full access and launching global membership services, with domestic access volume reaching 1.4 million, up 72.34% year-on-year, and overseas access volume at 2.28 million, up 281.43% [3][4]. 3. AI Product Access Volume - According to the AI Product Rankings for July 2024, the top three global AI products by access volume are ChatGPT (2.52 billion), New Bing (1.78 billion), and Canva Text to Image (668 million). ChatGPT's access volume decreased by 14.81% year-on-year, while New Bing saw an increase of 31.49% [21][22]. 4. Domestic AI Product Access Volume - In July 2024, the top three domestic AI products by access volume were Baidu Search AI Smart Q&A (39.199 million), 360AI Search (9.369 million), and Baidu Wenku AI Function (5.140 million). Baidu Search AI Smart Q&A experienced a year-on-year increase of 61.22% [25][26]. 5. Film Industry - As of August 10, 2024, the total box office for domestic films reached 30.6 billion yuan, with a single-day box office of 365 million yuan, an increase of 71.36% from the previous week. The top three films on that day were "White Snake: The Legend" (95.036 million), "Grab the Doll" (92.931 million), and "Reverse Life" (85.421 million) [27][28]. 6. Television Ratings - According to CSM data, the top three TV dramas in terms of ratings on August 8, 2024, were "Private Collection Romance" (2.38%), "Lonely Boat" (2.068%), and "You Are More Beautiful Than Starlight" (2.028%) [30][31]. 7. Variety Shows - The top three variety shows by broadcast index as of August 9, 2024, were "Chinese Restaurant Season 8," "Wonderful Night," and "Singer 2024" [35][36]. 8. Advertising Market - The advertising market expenditure increased by 5.0% year-on-year from April to December 2023, with July showing a similar growth rate [43].