数据研究·AI应用流量监控：2024年三季度全球AI应用趋势

Investment Rating - The industry investment rating is maintained at "Outperform the Market" [1] Core Insights - The report analyzes over a hundred AI applications based on data from Similar Web and Data.ai, focusing on key metrics of website data and user behavior in Q3 2024, highlighting significant traffic and user engagement improvements across various AI application sectors [2] - The AI application market is expected to enhance user stickiness and achieve objective commercialization effects as technology advances and products are updated [2] Summary by Sections Chatbot - In the domestic market, Kimi, Wenxin Yiyan, and Doubao continue to lead, while the Hailuo AI platform has significantly increased its search popularity through innovative features and marketing strategies [2][6] - OpenAI's ChatGPT continues to grow overseas, launching the o1 series models and collaborating with Apple, which is expected to accelerate AI technology adoption in consumer markets [2][16] AI Search - Bing has significantly improved user experience and traffic by launching generative search features, with an average monthly web traffic of 1.75 billion and 207 million unique visitors in Q3 [22] - Perplexity has diversified its services with new internal knowledge search and e-commerce features, enhancing user value and market appeal [23] AI Agent - Anthropic's Claude 3.5 Haiku demonstrates breakthroughs in simulating human computer operations, applicable in finance and other sectors [3][33] - The AutoGLM by Zhizhu is designed for mobile users, promoting personalized AI services [3][33] AI Virtual Characters - Character AI was acquired by Google for $2.7 billion, raising concerns about regulatory and ethical risks following a tragic incident linked to its chatbot [3][45][46] - Minimax's Talkie has shown strong performance in overseas markets, with a significant increase in monthly active users [3][47] Image Generation - Canva has expanded its capabilities through acquisitions, achieving an average web traffic of 687 million and 157 million monthly active users [51] - Freepik launched the Mystic model, generating high-quality images and experiencing a 10% increase in unique visitors [56] Video - ByteDance's CapCut and Kuaishou's Kling AI have established strong positions in the video editing and generation market, with significant user growth [70][71] Audio - Suno has excelled in user engagement despite ongoing copyright disputes, while ElevenLabs leads in the AI dubbing sector with innovative features [81][82] AI Education - The AI education sector has seen a resurgence in traffic with notable performances from Gauth and QuestionAI in North America, capturing significant market shares [93][94]