今年"6·18"电商大促首日，"汤姆猫AI童伴"以单场直播销售额超180万元的成绩登顶抖音AI玩具品类榜单。据汤姆猫公司公开数据，2025年3—5月，汤姆猫 AI机器人线上渠道商品交易总额环比增速分别达137%、96%、163%。线下已入驻机器时代30余家机场店等渠道。 身着印有"AI"字母的T恤，脚踏数据面板，头顶"AI+IP+AGENT"，这只登上浙江金科汤姆猫文化产业股份有限公司（以下简称"汤姆猫公司"）最新财报封面 的灰色小猫，正是其力推的AI业务代表——汤姆猫AI情感陪伴机器人。 投资机构ARK Invest预测，全球AI陪伴市场预计从2023年的3000万美元收入增长到2030年的700亿—1500亿美元，年均增长率将达到200%—236%。在AI技 术的加持下，汤姆猫公司也正在让"会说话的汤姆猫"转变为"会聊天的汤姆猫"。公司方面称，未来，相关产品有望为其业绩增长开辟新路径。 汤姆猫公司实际起家于游戏，2010年至今，已研发上线《会说话的汤姆猫》《我的汤姆猫》《我的安吉拉》《汤姆猫跑酷》等20余款休闲益智的移动应 用，"汤姆猫家族"IP系列应用在全球范围内的累计下载量已超过250亿人次，全球MA ...

Group 1 - The core concept of AI toys is evolving from traditional children's toys to intelligent interactive systems that cater to all age groups, providing companionship and emotional support [2][5] - AI toys are defined as products that integrate artificial intelligence to create interactive, personalized experiences, moving beyond simple entertainment [3][4] - The technology stack supporting AI toys includes voice recognition, natural language processing, computer vision, emotional computing, and continuous learning capabilities [20][21][24] Group 2 - AI toys are expanding their application scenarios from children's education to emotional companionship for adults and elderly care, reflecting a trend towards diverse user needs [7][11][14] - For children, AI toys focus on language development, behavior intervention, and emotional support, with a shift towards interactive and dynamic learning experiences [9][10] - For adults, AI toys serve as digital companions to alleviate loneliness and stress, with features that promote emotional interaction and relaxation [12][13] Group 3 - The competitive landscape for AI toys is characterized by a mix of tech giants and innovative startups, with a focus on cross-industry integration and ecosystem development [32][33] - In the global market, major tech companies are exploring AI toy capabilities through ecosystem partnerships, while startups emphasize emotional interaction and educational value [34][35] - The Chinese market is rapidly developing AI toys, driven by strong hardware manufacturing capabilities and a large consumer base, with a focus on content-driven innovation [37][38] Group 4 - Recent investment trends indicate a growing interest in AI toys as a potential application of AI technology, with over 40 financing events and a total of over $1 billion in funding in 2024 [47][48] - Investors are increasingly looking for projects that combine AI capabilities, user retention, and emotional value, reflecting a shift in evaluation criteria compared to traditional consumer electronics [52][68] - The future of AI toys is seen as a key entry point for AI technology into everyday life, with potential for significant market growth as technology and user understanding evolve [64][72]