美国AI应用的变化趋势——大摩的最新调研
硬AI·2025-05-19 10:30

Core Insights - The article highlights the increasing daily usage of generative AI platforms in the U.S., with approximately 14% of individuals aged 16 and above using ChatGPT, Gemini, or Meta AI daily, up from 11% six months ago [3][4][6] - Gemini shows the strongest growth among these platforms, particularly in daily and monthly active users, while ChatGPT remains the leader among the 16-24 age group [6][8] User Engagement - Approximately 35 million Americans use ChatGPT, Gemini, or Meta AI daily, with each platform attracting about 40% of the 16+ age group monthly, translating to around 100 million users per platform [7] - The 16-24 age group exhibits the fastest adoption of generative AI, with 20% using these products daily; ChatGPT leads this demographic with 22% daily usage [8][10] Consumer Behavior - There is a notable emergence of consumer commercial behavior, with 25-45% of users utilizing these platforms for shopping, price comparison, and product research, particularly with Gemini showing significant growth in this area [6][14] - Among Gemini users, 45% engage in product research, indicating a substantial increase over the past six months [14][16] Age Group Insights - The adoption rate of commercial behavior is relatively consistent across age groups, but younger users (16-24) have shown significant growth, with 39% using ChatGPT for product research, an increase of approximately 750 basis points [17][20] - In the 25-34 age group, Gemini leads in product research activities, with 35% of 16-24 users reporting shopping on Gemini, also reflecting a growth of about 750 basis points [20] Platform Overlap - High user overlap exists among the platforms, with 69% of ChatGPT users also using Gemini, and 71% of Gemini users using ChatGPT, indicating a competitive landscape where users frequently engage with multiple platforms [23][24] - The article suggests that as generative AI matures, platforms with established user bases and data, such as Google and Meta, will have a competitive advantage over ChatGPT [24]