各位童鞋搭嘎猴啊，上周"剧综市场洞察"看的怎么样？有童鞋在后台留言：" D e epSe e k开 源周太猛了，当然最猛的猛料是自曝收费只有Ope nAI的25分之一，那么低的价格，利润率 竟然还有500%，果然是颠覆式……"行业看到的是进步和未来，老程序猿们看的是提 心吊胆、胆战心惊，生怕历史的车轮碾压过来O(∩_∩)O哈哈~ 言归正传，今天就给大家分享一下 2024年中国移动互联网年度大报告。如去年报告中 Mr.QM所言"数智化"破晓时刻临近，短短一年时间，在庞大的用户基数、数字基建托 底、"百模大战"催化"科研内卷"等等因素作用下，不仅"破晓"如期而来，大家还看到了"霞 光万丈"，正所谓"轻舟已过万重山"，在D e epSe e k开源的作用下，"数智化"已经在全网无 数"云端"遍地开花，用户需求爆发、数字化基建释放出的巨大能量，可以说，我们正无限逼 近"AI奇点时刻"！ Qu e s tMobi l e数据显示，截止到2024年12月，全网月活用户已经达到12.57亿，一线、新 一线、二线城市用户接近五成，其中，一线城市用户同比增长了1.2%，一改过去几年持续 出现的四五线城市用户持续增加的局面；同时 ...

1、TOP5 0赛道用户规模NO. 1APP | 序号 | 行业分类 | No.1 ADD 名称 | 2024年Q4平均MAU(万) | | --- | --- | --- | --- | | 1 | 即时语讲 | 6 微信 | 107,803.99 | | 2 | 综合电商 | 淘 淘宝 | 95,688.45 | | 3 | 短视频 | ct | 84,048.59 | | 4 | 地图导航 | ◀ 高德地图 | 83,970.16 | | 5 | 支付结算 | ま 支付宝 | 92,452.36 | | б | 输入法 | S 搜狗输入法 | 61,091.90 | | 7 | 在线视频 | D 腾讯视频 | 38,023.10 | | 8 | 终端天气 | C 华为天气 | 22.370.24 | | 9 | 浏览器 | △ QQ浏览器 | 43,039.14 | | 10 | 搜索引擎 | 総 百度 | 66,625.07 | | 1 I | 在线音乐 | (K) 酷狗音乐 | 22,799.73 | | 12 | 综合资讯 | 紧 今日头条 | 34,246.65 | | 13 | 手机银行 | ...

Core Viewpoint - The 2024 China Mobile Internet Annual Report highlights the rapid growth of AI applications and the deep integration of digital economy with traditional industries, indicating a significant shift towards "smartization" and user engagement in various sectors. Group 1: Market Overview - The overall internet market is steadily increasing, with active users reaching 1.257 billion by December 2024, driven by technological innovation and policy support [5][6][10]. - User engagement is deepening, with average monthly usage time per person rising to 171.7 hours, reflecting a growing demand for content consumption, particularly in video, social media, and gaming [7][8][10]. - The user base in first-tier cities has increased by 1.2% year-on-year, indicating a shift in user demographics towards urban centers [6][10]. Group 2: AI Application Growth - AI applications are experiencing explosive growth, with over 70% of apps with over 100 million monthly active users integrating AI by December 2024 [2][11]. - The user base for AI-native apps reached 120 million, with an average usage time of 132.8 minutes per month, marking a year-on-year increase of 232% [2][11]. - Traditional apps are undergoing transformation, with 70% of major apps on the path to integrating AI functionalities [12][20]. Group 3: Advertising and Marketing Trends - The internet advertising market grew by 3.5% year-on-year in Q4 2024, reflecting advertisers' confidence in digital marketing strategies [21][22]. - Brands are increasingly leveraging event-driven marketing and IP collaborations to enhance consumer engagement and brand recognition [28][30][32]. - The marketing landscape is characterized by a matrix approach, with brands focusing on diverse content strategies to influence consumer preferences [25][26][27]. Group 4: Sector-Specific Insights - The entertainment sector, particularly short videos, is thriving, with active users exceeding 1 billion and a growth rate of 9% [47][50]. - The financial sector is witnessing significant user growth, with stock trading apps experiencing a surge in activity due to favorable market conditions [68][70]. - The e-commerce landscape is evolving, with major platforms integrating content and commerce strategies to enhance user experience and drive sales [76][78][80].

Core Viewpoint - Tencent Yuanbao has rapidly ascended to the top of the free app download rankings in China, indicating strong user growth and engagement in the AIGC application sector [1][3]. Group 1: User Growth and Market Position - As of March 3, Tencent Yuanbao ranked first in the free app download chart, surpassing DeepSeek and positioning itself as the fastest-growing AIGC app [1][3]. - On February 22, Tencent Yuanbao experienced a significant jump of over 100 places in the download rankings, indicating a surge in user interest [3]. Group 2: Product Features and Innovations - Tencent Yuanbao launched a desktop version on March 1, supporting both Windows and macOS, which enhances user experience by allowing image reading and intelligent dialogue [5]. - The desktop version integrates advanced capabilities, enabling users to analyze images and documents, thereby improving reading efficiency [5][6]. - Future updates for the desktop version will include features like word search and translation, as well as screenshot inquiries [7]. Group 3: Integration with DeepSeek - Tencent Yuanbao has integrated multiple models, including DeepSeek-R1 and DeepSeek-V3, enhancing its ability to understand images and documents [15]. - The integration of DeepSeek's capabilities with Tencent's multi-modal understanding technology allows for a more comprehensive analysis of images beyond simple text recognition [14][13]. - This innovation reflects a shift from merely utilizing existing model capabilities to creating differentiated value through product innovation [16]. Group 4: Strategic Adjustments and Industry Trends - Tencent has proactively embraced the trend of integrating DeepSeek across its product lines, demonstrating agility in its strategic adjustments [18]. - The company has incorporated DeepSeek into various products, including WeChat, Tencent Documents, and QQ Music, expanding its application across its extensive user base [19][20]. - The integration of DeepSeek into Tencent's financial services and enterprise communication tools enhances the professionalism and timeliness of these services [21][22]. Group 5: Competitive Landscape - Tencent's extensive C-end user base and diverse product matrix position it well to accelerate the practical application of large models in various scenarios [24]. - The industry anticipates that Tencent's innovations will lead to new AI application experiences beyond traditional Q&A formats, leveraging its vast user engagement [24].

Investment Rating - The industry investment rating is "stronger than the market" (预计6个月内，行业指数表现强于市场表现5%以上) [32] Core Views - The DeepSeek open-source week has concluded, accelerating the application of large models across various industries [2][3] - The competition among global large models remains intense, providing strong support for the continuous growth of AI computing power [8][11] - NVIDIA's FY25Q4 performance is strong, with robust demand on the inference side of the Blackwell architecture [13][15] Summary by Sections Industry News and Commentary - The DeepSeek open-source week launched five open-source software library projects covering computation, communication, and storage, which will facilitate the replication of DeepSeek-V3/R1 by global developers [2][5] - The release of models like Grok-3, Claude 3.7 Sonnet, and GPT-4.5 indicates ongoing fierce competition in the global large model market, which is expected to elevate the capabilities of these models [9][11] - NVIDIA reported FY25Q4 revenue of $39.3 billion, a 12% quarter-over-quarter increase and a 78% year-over-year increase, driven primarily by data center business growth [13][14] Investment Recommendations - The report suggests a positive outlook for the computer industry, anticipating dual improvements in performance and valuation due to accelerating demand recovery [28] - Recommended stocks include: - Innovation and Creation Sector: Haiguang Information, Longxin Zhongke, Zhongke Shuguang, Kingsoft Office, Dameng Data, Foxit Software, Taiji Co., Ltd. - Huawei Supply Chain: Digital China, with a focus on Tuo Wei Information, Kirin Information Security, Runhe Software, and others - AI Sector: Strong recommendations for Zhongke Chuangda, Shengshi Technology, and Qiming Star, among others - Low-altitude Economy: Recommended stocks include Da Tong Technology and others - Financial IT Sector: Strong recommendation for Hengsheng Electronics, with additional suggestions for Tonghuashun and others [28]

Investment Rating - The report maintains an "Increase" rating for the media sector [6]. Core Viewpoints - The media sector experienced a decline of 8.06% during the week of February 24-28, 2025, influenced by market conditions. The outlook for 2025 is optimistic, focusing on AI applications and mergers and acquisitions, particularly in state-owned enterprises [1][10]. - The release of "Nezha 2" has further boosted the popularity of domestic IPs, highlighting significant opportunities in the IP monetization value chain, including trendy toys and film content [1]. - The publishing and gaming sectors are expected to benefit from tax relief policies, with the publishing industry projected to see high growth in 2025 [1]. Summary by Sections Market Overview - The media sector's performance was notably poor, ranking among the bottom three sectors, with a decline of 8.06% [10]. - The top-performing sectors included steel, building materials, and real estate, while the computer and communication sectors also faced significant declines [10]. Subsector Insights - Key focus areas include: 1. Resource integration expectations: Companies like China Vision Media, Guoxin Culture, and others are highlighted [2]. 2. AI applications: Companies such as Aofei Entertainment and Tom Cat are noted for their potential [2]. 3. Gaming: Strong recommendations for companies like Shenzhou Taiyue and Kaixin Network [2]. 4. State-owned enterprises: Companies like Ciweng Media and Anhui New Media are emphasized [2]. 5. Education: Companies like Xueda Education and Action Education are mentioned [2]. 6. Hong Kong stocks: Notable mentions include Tencent Holdings and Pop Mart [2]. Key Events Review - The release of GPT-4.5 by OpenAI, which boasts over ten times the computational efficiency of GPT-4, is a significant development in AI technology [21]. - DeepSeek's open-source initiatives, including the release of various codebases, are aimed at enhancing data access and model training efficiency [21]. - Alibaba's launch of the video generation model Wan 2.1 showcases advancements in video technology, particularly in generating synchronized movements and text within videos [21]. Subsector Data Tracking - The gaming sector is seeing a variety of new game releases, with popular titles currently available for pre-order [23]. - The domestic film market's total box office for the week was approximately 431 million yuan, with "Nezha: The Devil's Child" leading the box office [24][26]. - The top-rated series and variety shows reflect strong viewer engagement, with "Difficult to Please" and "Mars Intelligence Agency Season 7" leading in viewership [27][28].

以下文章来源于侃见财经 ，作者侃见财经 侃见财经 . 看见不一样的财经！ 本文转载自侃见财经 值班编辑｜ 江江 视觉 | 诺言 股价暴涨，创始人套现。 作为这一轮AI浪潮的受益者，在AI的加持下，美图结束了长达五年的下跌周期，自2022年10月开始，美 图两年多时间暴涨超过了1300%，市值超过了270亿港元。虽然其与美图上市时巅峰无法相比，但是对积 弱已久的公司股价而言，这样的涨幅非常罕见。 对于部分深套已久的投资者而言，也是一次难得的套现机会。 2月25日，美图公司发布公告称，公司主要股东蔡文胜于2025年2月17日至2月21日期间通过Longlink Capital Ltd出售了公司1.28亿股股份，占公司已发行股份总数约2.81%。照均价计算，蔡文胜此次套现超 过了7.8亿港元，约合人民币7.28亿元。 面对创始人的套现，美图公司当日低开超9%，截至当天收盘，公司股价低开高走，报收-4.2%。 当然，为了缓解创始人减持带来的影响，美图公司也做了相应的对冲。 在减持公告当中，美图公司提到，公司创始人、董事长兼首席执行官吴泽源对公司未来业务前景充满信 心，计划在年度业绩公告发布和禁售期结束后（即2025年 ...

Core Viewpoint - Manycore Tech Inc. (群核科技) is gaining significant attention as the first company among the "Hangzhou Six Little Dragons" to file for an IPO, focusing on AI and computing power in the spatial intelligence sector [1][4]. Company Overview - Founded in 2011 by alumni from the University of Illinois, the company has developed several products, including the space design platform CoolJia and the next-generation spatial intelligence solution SpatialVerse [2]. - The company has achieved significant milestones, such as launching its first product in 2013 and establishing a full-link empowerment path from design to production by 2016 [2]. Financial Performance - Manycore Tech has attracted investments from notable institutions, with its valuation increasing from over $1 billion in 2019 to over $2 billion by 2021 [3]. - Despite its high valuation, the company is currently operating at a loss, with losses of RMB 704 million, RMB 646 million, and RMB 422 million reported for 2022, 2023, and the first nine months of 2024, respectively [3]. Market Position - According to Frost & Sullivan, Manycore Tech is the largest space design platform globally by average monthly active users (MAU) in 2023 and holds a 22.2% market share in China's space design software market [3]. - The company aims to become the "first global space intelligence stock" through its leading position in the space design software sector and the potential growth driven by AI [3][4]. Technological Advancements - The core of Manycore Tech's SpatialVerse platform is its extensive dataset library, which enables realistic virtual simulations and AI training [6]. - The company has generated over 640 million images using AI capabilities in 2024, enhancing its ability to create synthetic virtual datasets for various applications [6]. Future Directions - Manycore Tech plans to invest in proprietary GPU clusters and explore new AI applications across various fields, including architecture and robotics [7]. - The company is focused on enhancing its synthetic virtual data engine to support the development of AI-generated content and training for embodied AI [7]. Industry Outlook - The spatial intelligence market is projected to grow significantly, with the Chinese market expected to reach RMB 157.2 billion and the global market RMB 819.5 billion by 2028 [8]. - Manycore Tech's open platform architecture allows for seamless data interoperability and scalability, presenting vast potential for various vertical industries [8]. Challenges and Considerations - The spatial intelligence industry faces challenges such as technological breakthroughs, market competition, and data compliance [9]. - Manycore Tech must balance technological iteration with commercialization efficiency to maintain its leading position in the spatial intelligence sector [9].

以下文章来源于虎嗅智库服务 ，作者刘越 虎嗅智库服务 . 虎嗅智库是聚焦企业数字化、AI创新实践的新型研究服务机构。 点击卡片 关注我们 出品丨虎嗅智库 作者丨刘越 随着AI技术的不断发展，零售消费企业都在积极探索通过生成式AI提升数据驱动决策能力的方式。 以餐饮企业为例，随着客户量的增加，用餐习惯的改变、渠道的增加，数据量逐渐增大，以及非结构化数据的大量出现，传统BI已无法满足客户处理大规模数据 以及实时分析等需求，亟需寻求新的工具以支撑业务的发展。而当国产大模型DeepSeek的语义理解能力遇上生成式BI，又会碰撞出怎样的火花？在零售消费行 业，又有哪些落地场景？ 崔银亮 京东物流数据技术专家 会议概况 探讨要点 参会人群 零售消费企业品牌方数字化/技术负责人 基于此，本期502线上研讨会重点聚焦生成式BI在零售消费企业的落地应用案例，通过对它们的呈现，能够让企业清楚知晓生成式 BI 落地可能出现的场景、所采 用的落地方式，以及在落地过程中可能碰到的各类挑战，从而为行业内的企业提供有益的参考和明确的发展方向。 扫码/点击立即报名 参会嘉宾 张小龙 Kyligence 解决方案高级总监 张晨 北极九章资深解 ...

香 港 交易 及 結 算 所 有限 公 司 及 香港 聯 合 交 易 所有 限 公 司 對 本公 告 的 內 容概 不 負 責， 對 其 準 確 性或 完 整 性 亦不 發 表 任 何 聲明 ， 並 明 確 表示 ， 概 不 對因 本 公 告全 部 或 任 何 部分 內 容 而 產生 或 因 倚 賴 該等 內 容 而 引 致的 任 何 損 失承 擔任何責任。 BINGO GROUP HOLDINGS LIMITED 比 高 集 團 控 股 有 限 公 司 （ 於開曼群島註冊成立之有限公司） （股份代號：8220） 自願公告 有關可能成立合營企業 之諒解備忘錄 本公告由比高集團控股有限公司（「本公司」，與其附屬公司統稱「本集團」） 自願作 出，旨在 讓本公司股 東（「股 東」）及潛 在投資者 了解本集 團業務之最 新情況。 諒解備忘錄 本公司董事（「董事」）會（「董事會」）欣然宣佈，於二零二五年二月十三日（ 於 交易時段後 ），本公司間接全資附屬公司輝馳（ 上海 ）投資諮詢有限公司與杭 州愷興網路科技有限公司（「愷興網路」或「潛在業務夥伴」）訂立一份不具法 律約束力的諒解備忘錄（「諒解備忘錄」）。 根 據諒 解 ...