今天给大家分享一下2025年AI应用市场半年报。QuestMobile数据显示，上半年AI应用快速发展，形成了"四大梯队"的应用格局，其中， 第一梯队由AI搜索引擎、AI综合助手两个赛道构成，已经遥遥领先，截止到2025年6月，二者的月活跃用户规模分别达到6.85亿、6.12 亿。 第二梯队由AI社交互动、AI专业顾问组成，月活跃用户规模分别为1.26亿、1.11亿。第三梯队由AI效率办公、AI图像处理构成，月活跃 用户规模分别为0.69亿、0.49亿；第四梯队包括AI创作设计、AI文案写作、AI学科教育等等，均在0.2亿左右。 四大梯队应用的表现，落到应用模式上，形成三大类型模式的此消彼长态势。截止到2025年6月，"移动端-应用插件(In-App AI)"用户规 模6.3亿，"移动端-原生App"用户规模为5.7亿，"PC网页应用"用户规模为1.8亿，相比3月份变化分别为增长0.5亿、下降0.2亿、下降0.3 亿。 "应用插件"的增长，反映出了用户使用AI时往往采用"场景化工具"的定位，更深层，则体现出用户对"大模型稳定输出结果"的诉求，一 旦AI插件深度融入到头部厂商的业务流程之中且能持续输出稳定结果， ...

各位童鞋搭嘎猴啊，上周"移动互联网半年大报告"看的怎么样？有童鞋在后台留言："上年 用户黏性增长态势确实有点出乎意料，互联网产业韧性相当强啊……"一如此前Mr.QM 说的，随着数字化持续深入，AI技术持续突破，很多变局正在悄然却又不可逆转的发生，这 个过程中，如何寻找到更多新场景、新技术应用来满足用户需求，就是构建企业发展韧性的 关键！ 言归正传，今天就给大家分享一下 2025 年 AI 应用市场半年报。 Qu e s tMobi l e 数据显 示，上半年 AI 应用快速发展，形成了"四大梯队"的应用格局，其中，第一梯队由 AI 搜索 引擎、 AI 综合助手两个赛道构成，已经遥遥领先，截止到 2025 年 6 月，二者的月活跃 用户规模分别达到 6.85 亿、 6.12 亿。 第二梯队由 AI 社交互动、 AI 专业顾问组成，月活跃用户规模分别为 1.26 亿、 1.11 亿。第三梯队由 AI 效率办公、 AI 图像处理构成，月活跃用户规模分别为 0.69 亿、 0.49 亿；第四梯队包括 AI 创作设计、 AI 文案写作、 AI 学科教育等等，均在 0.2 亿左右。 四大梯队应用的表现，落到应用模式上，形 ...

Group 1: Kimi's Developments - Kimi announced a copyright collaboration with Caixin Media, becoming the first domestic company to publicly declare such a partnership with a media outlet [1] - Kimi has launched a quality source badge system to help users identify high-quality information sources, focusing on government and educational websites [1][2] - The collaboration will allow Kimi to generate answers based on Caixin's professional reporting when users inquire about financial topics [1] Group 2: Anthropic's Warning - Anthropic reported that its AI model Claude is being misused for "influence-as-a-service," with organizations creating over 100 bot accounts to spread politically biased content [3][4] - The misuse includes not only content generation but also automated interactions such as commenting and sharing, indicating a sophisticated manipulation of social media [4] Group 3: Adobe's New Application - Adobe launched a new application called Content Authenticity, allowing users to protect images from AI training by embedding invisible metadata and a "prohibit AI training" label [5] - The application is currently in public testing and supports batch processing of up to 50 images, but Adobe has not yet signed agreements with AI model creators to enforce this standard [5][6] Group 4: Weibo's AI Privacy Response - Weibo's AI feature "AI Smart Search" faced backlash for allegedly infringing on user privacy, prompting the company to clarify that it does not analyze non-public user data [7] - Following user feedback, Weibo has adjusted the functionality of the AI Smart Search to avoid presenting content that may cause discomfort to users [7] Group 5: E-commerce Platforms' Policy Change - Major e-commerce platforms, including Pinduoduo, Taobao, Douyin, Kuaishou, and JD.com, are set to eliminate the "refund only" policy, allowing merchants to handle refund requests independently [8] - These platforms have engaged in discussions with regulatory authorities regarding the cancellation of the "refund only" policy and will announce the details publicly once finalized [8]