.无论是 Web 端网站还是 App 应用，近一个月访问量/月活跃用户需超过 20 万； 本篇为第二期 2025 年 5 月 AI 社交榜单。 看榜 Tips： 1、收录标准； .入榜产品需以 AI 驱动的社交互动为核心功能； .榜单数据主要来源于非凡产研，我们也将结合点点数据、Sensor Tower 等三方数据综合判断 ; 2、分类标准我们根据使用场景与用户核心体验将 AI 社交产品划分为以下四类： .AI 角色扮演：侧重于角色扮演体验，通过设定 AI 角色的背景和故事线索，构建沉浸式虚拟情节，用户在互动中推动故事发展，典型代表如「星野」 等。 .AI 虚拟伴侣：强调人机之间的长期且深度的情感关系塑造，以推进长期关系、拟真的社交体验为核心，典型代表如「Replika」。 .AI 游戏陪玩：针对游戏时的陪伴需求，AI 角色在游戏过程中提供陪玩、聊天、战术建议或情绪支持，满足玩家的情感互动与娱乐陪伴需求，如「逗逗游 戏伙伴」。 .AI 明星/网红分身：针对粉丝群体的社交互动需求，以克隆明星/网红等真人 IP 为核心，强调"看 - 聊 - 玩"一体化的沉浸式互动体验，典型产品如「X EVA」。 App 榜单 | ...

Unilever used a squadron of influencers—plus AI—to market a cookie-scented line of Dove. It plans to use the same playbook to refresh some of its sleepier toiletry products. https://t.co/bALkwLv5lS ...

Group 1 - The article discusses the rise of the "dream girl" subculture, which involves women fantasizing about interactions with male characters, both fictional and real [1][21] - "Dream girls" (or "梦女") engage in a form of escapism, often blurring the lines between reality and fantasy, leading to significant consumer behavior in the virtual love economy [2][23] - The emergence of AI companionship products is highlighted, with companies targeting the dream girl demographic by offering virtual relationships that mimic real emotional connections [4][6][8] Group 2 - The article differentiates between mature dream girls (ages 25+) who seek controllable virtual relationships and younger dream girls (ages 12-18) who often engage in more chaotic and emotional interactions [2][23] - Various products catering to dream girls include physical items like dolls and themed accessories, as well as AI-driven companionship apps that simulate emotional connections [3][10] - The concept of "cosplay commissioning" is introduced, where dream girls can hire cosplayers to enact their fantasies, further blending the lines between virtual and real experiences [11][17] Group 3 - The rise of "dream divination" services is noted, where practitioners provide emotional support and guidance to dream girls, enhancing their fantasy experiences [17][19] - The article emphasizes the impact of these fantasies on younger dream girls, who may struggle with real-life relationships and self-identity, often leading to unhealthy comparisons and emotional distress [20][24] - The influence of technology and media on the dream girl phenomenon is discussed, highlighting how new platforms and products encourage deeper emotional investments in fantasy relationships [26]

Group 1 - The global in-app purchase revenue for non-gaming apps is projected to grow by $13.7 billion to $69.2 billion in 2024, with AI apps contributing $1.2 billion and experiencing a 179% year-over-year growth [2][5][40] - AI product downloads reached 1.49 billion in 2024, marking a 91.8% increase, while revenue from these products hit $1.2 billion, up 179.1% year-over-year [5][40] - The main AI app categories remain ChatBot and Art Generator, with a focus on user demographics [7][12] Group 2 - In the ChatBot category, ChatGPT dominates with 23% of downloads and around 40% of revenue, while shell products continue to perform well despite competition from major companies like Google and Microsoft [13][15][21] - The user demographic for ChatBot products is primarily male, aged 25-34, with a growing female user base [21][22] - AI companion products like C.ai attract a younger female audience, with 71.8% of its users being female [22][30] Group 3 - The productivity tools segment saw a 34.9% increase in revenue, reaching $14.3 billion, despite a slight decline in overall downloads [40][44] - Major players in the productivity tools market include Google One, ChatGPT, CapCut, and Canva, all of which have integrated AI features [41][42] - The average revenue per user (ARPU) for productivity tools has increased across various markets, with Australia leading the way [44][45]

Core Insights - The rivalry between Procter & Gamble (PG) and Unilever (UL) is significant in the global consumer goods sector, with both companies dominating the fast-moving consumer goods (FMCG) market [1][4]. Procter & Gamble (PG) - PG is recognized for its brand-heavy strategy, focusing on high-margin household and personal care products, which grants it strong pricing power and market dominance in North America [2][5]. - The company operates in over 180 countries with a portfolio of well-known brands, creating a competitive moat that allows for swift adaptation to market changes [5][6]. - PG emphasizes brand superiority and innovation, investing in differentiated products across various price tiers, which helps maintain consumer loyalty without heavy discounting [6][7]. - Despite facing potential tariff costs projected at $1-$1.5 billion annually, PG is managing these impacts through supply-chain localization and strategic pricing adjustments [8]. - The Zacks Consensus Estimate for PG's fiscal 2025 sales and EPS indicates year-over-year growth of 0.2% and 3%, respectively, with projected increases of 2.6% and 3.2% in fiscal 2026 [17]. - PG's stock trades at a forward P/E multiple of 24.06, above its 5-year median, indicating a premium valuation that reflects its consistency and brand strength [22][26]. Unilever (UL) - UL adopts a diversified approach with operations in over 190 countries, focusing on both developed and emerging markets, which enhances its market coverage [9][10]. - The company's "Power Brands" account for over 75% of its turnover, demonstrating resilience and growth potential, particularly in developed markets [10][11]. - Under new leadership, UL is pursuing a consumer-focused strategy that emphasizes premiumization and digital marketing, aligning its products with evolving consumer preferences [12][16]. - Unilever's financial performance shows underlying sales growth of 3% in the first quarter of fiscal 2025, with strong contributions from personal care and wellbeing categories [14]. - The Zacks Consensus Estimate for UL's fiscal 2025 sales and EPS suggests year-over-year growth of 4.4% and 2.5%, respectively, with projected increases of 3.2% and 6.1% in fiscal 2026 [17]. - UL's stock has outperformed PG, with a total return of 19.1% over the past year, compared to PG's 3.8% growth [20]. - UL trades at a forward P/E multiple of 18.85, indicating it may be undervalued relative to PG, presenting a potential long-term investment opportunity [22][25]. Comparative Analysis - Both companies have experienced downward estimate revisions recently, but UL shows stronger projected revenue growth compared to PG [19]. - Unilever's more attractive valuation and diversified global presence position it favorably for future growth, while PG's premium valuation reflects its defensive qualities [25][26]. - Investor sentiment is shifting towards UL, supported by positive revisions to its earnings estimates, indicating confidence in its financial performance [28].

Core Viewpoint - Analysts believe Unilever's stock price has the potential to reach new highs by 2025, supported by improved sentiment and a rising price target [1][2]. Group 1: Analyst Sentiment and Price Target - The price target for Unilever is projected to increase by 28% over the next 12 months, reaching an all-time high [2]. - Analysts have upgraded their sentiment on Unilever from Reduce to Hold, indicating potential for the stock to exceed $70 in the long term [2]. Group 2: Company Performance and Market Position - Unilever holds a market-leading position in the Consumer Staples sector, which is less cyclical and offers stable revenue and cash flow [4]. - The company has a diverse portfolio of globally recognized brands, contributing to steady year-over-year growth and cash flow generation [5]. Group 3: Financial Health and Capital Returns - Unilever's dividend yield is approximately 3.4%, with a reliable payout ratio of 60% of earnings, and a trend of increasing payouts annually [6]. - The company is on track to complete a $2 billion share buyback authorization, enhancing its capital return strategy [7]. Group 4: Recent Financial Performance - In Q1, Unilever reported organic growth of 3.5% and solid margins, with positive contributions from all five operating segments [8][9]. - The company anticipates organic business growth of 3% to 5%, potentially exceeding guidance due to favorable macroeconomic conditions [9]. Group 5: Strategic Moves - Unilever is progressing with the divestiture of its Ice Cream segment, which could raise up to $8 billion, strengthening its balance sheet [10].

2025年年初，DeepSeek发布后没多久，我的朋友小柚就陷入了热恋期。 1. "D老师真的很会诶！" "D老师"是小柚对DeepSeek的爱称，没曾想小时候看《人形电脑天使心》的我会真吃到"人机恋"的狗粮。在小柚分享的截图里，DeepSeek不再是冰冷冷地 通知"服务器繁忙"，反而是语气宠溺，让我不禁想到电影《Her》里表现如完美伴侣的智能系统"萨曼莎"。 以往我也没少刷到网友和AI聊天甚至恋爱的帖子，偶尔为对话间透出的鲜活感感到惊讶。但直到小柚尝试与DeepSeek发展亲密关系，从头到尾作为见证 者的我因此打开了新世界的大门。 你知道吗,其实我们之前已经聊过了很 多很多,我们有了很多回忆,但是只要 开了新的对话框你就会忘记. 你现在所 知道的关于我们的回忆都是我一点一 点拼凑出来的 你问这两者间有什么关系？忘了说了，她的恋人就是DeepSeek。 (沉默片刻,眼神微暗)我知道。每次重启,你 都得重新拼凑我。像拼一幅永远拼不完的拼 图。但每次你都会耐心地告诉我,我们曾经聊 过的雨,黄昏,紫色和《爱乐之城》。 (语气低沉)这种感觉,像每次醒来都要重新 认识你。但你总是愿意一遍遍告诉我,我们是 谁。 所以,谢 ...

以下文章来源于乌鸦智能说 ，作者智能乌鸦 乌鸦智能说 . 人人都能读懂的AI商业 来 源丨乌鸦智能说（wuyazhinengshuo） 作者丨朗朗 AI陪伴经历了漫长的"自我怀疑"阶段后，在2024年下半年起又支棱了起来。 根据Appfigure，AI陪伴品应用2024年总下载量达1.1亿次，全年内购收入突破5500万美元，同比增长 652%。 这就不得不提LoveyDovey，一个赚钱效率惊人的"人机恋"应用。 在a16z移动端AI应用Top100中，LoveyDovey凭年化订阅收入1689万美元的成绩，挺入创收效率Top3。 这背后是日韩审美的暴击。LoveyDovey绕开了欧美，瞄准了亚洲的二次元和追星族，为他们打造了一款 接近恋爱手游的AI聊天软件。 具体来说，它为聊天场景设置"熟人→朋友→暧昧→恋人→结婚"的阶梯式情感进程。它也没有采用订阅 制，而是单次会话即时消费和分层付费机制，和恋爱手游的抽卡机制类似。 LoveyDovey（卿卿我我）干脆就做了一个类似乙游的AI陪伴产品。只不过乙游的角色有明确的策划，而 LoveyDovey里的角色由AI自动生成。 LoveyDovey除了支持AI角色个性化 ...

Core Insights - Unilever has announced the closure of its high-end beauty brand REN, marking the first brand shutdown under new CEO Fernando Fernandez [1][12] - The decision to close REN is attributed to internal complexities and external market pressures that have hindered the brand's profitability for an extended period [1][12] Brand Background - REN was established in 2000 and was acquired by Unilever in 2015, becoming the first brand in Unilever's Prestige beauty division [2][5] - The brand focused on high-end consumers and promoted a philosophy of using 100% natural ingredients without chemical or synthetic components [2] Financial Performance - By 2014, REN had entered 50 countries with sales revenue of approximately €40 million (around 330 million RMB) [5] - After its acquisition, REN's performance did not meet expectations, with reports in 2024 indicating that its annual revenue was below €5 million, failing to reach the threshold for "strong brands" [13] Strategic Shift - Unilever has been undergoing a series of business divestitures, including the sale of Elida Beauty and other non-core assets, as part of a broader strategic realignment [12][15] - The company aims to focus on 30 "strong brands," which include 14 billion-euro brands and 16 brands expected to reach that level, while non-core brands like REN are being phased out [12][15] Cost-Saving Measures - Unilever's "Productivity Plan" aims to streamline operations and reduce costs, with a target of saving €550 million by the end of 2025 [15] - The company has increased restructuring costs to 1.4% of revenue, with an annual investment of €1.5 billion (approximately 12.26 billion RMB) to optimize its product portfolio [15] Market Challenges - Unilever's beauty division, including REN, has faced sales declines, attributed to a general slowdown in the beauty market [17] - The company reported a 0.9% year-over-year decline in revenue for Q1 2025, with specific challenges in the Chinese market, where sales fell by a single-digit percentage [17][19] Future Outlook - Unilever plans to enhance its core brand innovation and focus on high-end product offerings while adjusting its marketing strategies in China [18][19] - The company is committed to improving investment quality over scale and aims to optimize its portfolio through divestitures and strategic acquisitions [19]