传媒互联网行业周报：9月AI产品榜发布，教育应用增长显著

Investment Rating - The report does not explicitly state an investment rating for the media and internet industry. Core Insights - The report indicates that the traffic performance of leading applications both domestically and internationally is stabilizing, with significant growth observed in educational applications and a decline in virtual character applications. The report highlights the strong growth momentum of domestic video applications such as Kuaishou Keling and Shengshu Technology Vidu [5][6][7]. Summary by Sections 1. Industry Performance Overview - The report notes that the total box office for domestic films in 2024 has reached 37.2 billion yuan, with a significant drop of 68.2% in daily box office on October 12, 2024 [30]. - The top three films on October 12, 2024, were "The Volunteer Army: The Road of Life and Death" (311.05 million yuan), "Harry Potter and the Sorcerer's Stone" (146.08 million yuan), and "The Road of Fire" (97.83 million yuan) [31]. 2. AI Product Traffic - In September 2024, the global AI product traffic rankings were led by ChatGPT (3.23 billion visits), New Bing (1.81 billion visits), and Canva Text to Image (772 million visits), with ChatGPT experiencing an 18.71% year-on-year increase [26][27]. - Domestically, the top AI products were Baidu Search AI Smart Answer (454 million visits), 360AI Search (247 million visits), and Baidu Wenku AI Function (47 million visits) [28][29]. 3. Educational Applications - The report highlights a significant increase in traffic for educational applications, with the total visits for the top 100 educational applications reaching 215 million, marking a year-on-year growth of 48.56% [6]. 4. Virtual Character Applications - Virtual character applications have seen a decline in traffic, with total visits for the top 100 virtual character applications at 327 million, down 3.59% year-on-year. However, the average usage time per user remains strong, with eight applications entering the top 30 for average usage time [6]. 5. Multi-modal Applications - In the multi-modal application sector, the total visits for image applications reached 1.073 billion, up 6.55% year-on-year, while video applications saw 114 million visits, a 1.55% increase. Kuaishou Keling and Shengshu Technology Vidu showed strong growth, with Vidu achieving a 114.19% increase in visits [7]. 6. Recommendations - The report suggests focusing on several companies for potential investment opportunities, including AI model companies like Kunlun Wanwei, text IP companies like Zhongwen Online, and AI video tool companies such as Shanghai Film, Bona Film, Huace Film, and InSai Group [5].