策略深度报告：AI应用的普罗米修斯时刻：科技闭环与产业跟踪

Group 1 - The report highlights that AI is positioned as the central trend in the current technological revolution, with significant growth expected in AI applications by the second half of 2025, particularly in overseas markets [2][7][8] - The introduction of DeepSeek is anticipated to accelerate the commercialization of AI applications, with domestic active users experiencing rapid growth, exemplified by the app Doubao reaching nearly 80 million monthly active users by January 2025 [11][12] - The report identifies key verticals for AI applications, including healthcare, enterprise services, education, office, finance, and marketing, which are expected to see significant commercial viability due to clear application scenarios and low investment costs [2][11][12] Group 2 - The analysis of the mobile internet application market from 2013 to 2015 indicates that a combination of weak economic recovery, loose monetary policy, and strong revenue growth in the mobile internet sector catalyzed the market [16][18][29] - The report outlines a sequential pattern in the development of mobile internet applications, where gaming led the market, followed by internet finance, mobile payments, and O2O services, highlighting the importance of clear application scenarios and validated business models [21][29][35] - The report suggests that the AI industry is transitioning from infrastructure to application, with a similar cyclical pattern observed in the mobile internet revolution, indicating that the commercialization of AI applications is likely to accelerate [39][40]