Core Insights - The report reveals the growth logic of AI application traffic, user retention strategies, and technological competitive barriers, providing empirical evidence for companies to formulate technology R&D, user operations, and market expansion strategies [1]. Group 1: Technology and Market Dynamics - The rapid increase in user devices for DeepSeek from 18.859 million in January to over 100 million in March indicates that technological capability remains the core competitive advantage in the AI sector [2]. - The monthly usage of DeepSeek surged from 300 million times in January to 2.28 billion times in March, showcasing the potential for market share shifts with each technological leap [3]. - The absence of a visible technological ceiling suggests ongoing opportunities for breakthroughs, but also implies inherent risks in R&D processes due to market uncertainties [3]. Group 2: User Engagement and Retention - Deep users, defined as those using AI apps for 10 days or more in a month, account for nearly 30% of total users, indicating that all companies benefit from the heightened interest in the AI market [8]. - The ability to attract and retain core loyal users is critical, as evidenced by the proportion of deep AI users favoring specific apps, which reflects user preference and market positioning [11]. - A lower percentage of unstable user groups indicates stronger customer operation capabilities, as these users are less likely to be loyal and may switch based on market trends [13]. Group 3: Market Trends and New User Acquisition - The current AI boom has led to growth across various applications, emphasizing the importance of user retention strategies post-acquisition [15]. - The contribution of breakthrough apps like DeepSeek to the overall AI industry development is significant, highlighting the impact of successful technology on user engagement [19]. - The ability of a new app to attract users can disrupt competitors' commercial efforts, as seen with DeepSeek's strong user acquisition post-technical breakthrough [22].

AI类App流量丨 分析报告 核心摘要： 本报告通过海量用户行为数据与深度分析，揭示 AI应用流量增长逻辑、用户留存策略及技术竞争壁垒，为企 业制定技术研发、用户运营及市场拓展策略提供实证依据，适合AI科技公司、互联网平台、投资机构及行业 研究者参考。艾瑞咨询以专业视角助力客户把握市场脉搏，抢占技术与用户双轮驱动的增长先机。 技术尚未收敛 DeepSeek的爆发，证明技术能力依旧是AI领域的核心竞争力 DeepSeek的月用户设备数从1月的1885.9万台激增至3月超过1亿，豆包从4819.1万台升至7409.4万 台。这种短时间内市场份额的快速更迭，深刻反映出人工智能行业技术尚未收敛的特性。当某一产 品实现技术能力跃升时，便能迅速吸引用户关注与使用，从而快速抢占市场。这表明每一次技术层 面的提升都可能成为市场格局重新划分的关键契机，企业技术能力的进步能够直接转化为用户规模 的扩张，凸显了技术跃升对市场抢占的关键作用。 在看不到技术天花板的情况下，亦无法断言没有其他技术突破的路径 从使用次数上也可以看到前文所述的趋势。DeepSeek月总使用次数从1月的3亿次跃升至3月的22.8 亿次，涨幅惊人；豆包从18. ...

AI类App流量丨 分析报告 核心摘要： 本报告通过海量用户行为数据与深度分析，揭示 AI 应用流量增长逻辑、用户留存策略及技术竞争壁垒，为 企业制定技术研发、用户运营及市场拓展策略提供实证依据，适合 AI 科技公司、互联网平台、投资机构及 行业研究者参考。艾瑞咨询以专业视角助力客户把握市场脉搏，抢占技术与用户双轮驱动的增长先机。 技术尚未收敛 DeepSeek的爆发，证明技术能力依旧是AI领域的核心竞争力 DeepSeek的月用户设备数从1月的1885.9万台激增至3月超过1亿，豆包从4819.1万台升至7409.4万 台。这种短时间内市场份额的快速更迭，深刻反映出人工智能行业技术尚未收敛的特性。当某一产 品实现技术能力跃升时，便能迅速吸引用户关注与使用，从而快速抢占市场。这表明每一次技术层 面的提升都可能成为市场格局重新划分的关键契机，企业技术能力的进步能够直接转化为用户规模 的扩张，凸显了技术跃升对市场抢占的关键作用。 在看不到技术天花板的情况下，亦无法断言没有其他技术突破的路径 从使用次数上也可以看到前文所述的趋势。DeepSeek月总使用次数从1月的3亿次跃升至3月的22.8 亿次，涨幅惊人；豆包从 ...

AI类App流量丨 分析报告 核心摘要： 本报告通过海量用户行为数据与深度分析，揭示 AI 应用流量增长逻辑、用户留存策略及技术竞争壁垒，为 企业制定技术研发、用户运营及市场拓展策略提供实证依据，适合 AI 科技公司、互联网平台、投资机构及 行业研究者参考。艾瑞咨询以专业视角助力客户把握市场脉搏，抢占技术与用户双轮驱动的增长先机。 技术尚未收敛 DeepSeek的爆发，证明技术能力依旧是AI领域的核心竞争力 DeepSeek的月用户设备数从1月的1885.9万台激增至3月超过1亿，豆包从4819.1万台升至7409.4万 台。这种短时间内市场份额的快速更迭，深刻反映出人工智能行业技术尚未收敛的特性。当某一产 品实现技术能力跃升时，便能迅速吸引用户关注与使用，从而快速抢占市场。这表明每一次技术层 面的提升都可能成为市场格局重新划分的关键契机，企业技术能力的进步能够直接转化为用户规模 的扩张，凸显了技术跃升对市场抢占的关键作用。 在看不到技术天花板的情况下，亦无法断言没有其他技术突破的路径 从使用次数上也可以看到前文所述的趋势。DeepSeek月总使用次数从1月的3亿次跃升至3月的22.8 亿次，涨幅惊人；豆包从 ...

Core Insights - The use of AI for personalized travel planning, including car rentals and self-driving options, has emerged as a new highlight in the travel industry [1] - The number of active users for AI and car rental apps increased by 14% and 32% respectively in the week leading up to the "May Day" holiday compared to regular days [1] - The cycling app user base also saw a 27% increase during the same period [1] Travel Trends - The scale of travelers is expected to rise by 8% compared to last year [1] - Major cities such as Beijing, Guangzhou, Shenzhen, and Shanghai continue to dominate domestic tourism, accounting for nearly 60% of national visitors [1] - The number of rural tourists increased by 12% in the week before the holiday, with Yunnan, Guizhou, Xinjiang, and Hunan being the top destinations for rural tourism [1]