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Great Wall Securities said that the competition of GM's big model has slowed down, and manufacturers have paid more attention to the application side. In 2025, with the wide spread of AI agents, AI is expected to be better integrated with people's work and life, and more explosive AI applications will be born. With the continuous improvement of the Interim Measures for the Management of Generative Artificial Intelligence Services, the commercialization of model layer and application layer in China is expected to further accelerate and enter the performance cashing period.The fiercest 5 days and 4 boards! The concept of bean curd is on fire.

On December 12th, the concept of Tik Tok Bean Bag continued to lead the AI ​ ​ circuit, with three-dimensional communication (three boards), vision china (four boards in five days), Provincial Broadcasting Group (two boards) and Gravitational Media (two boards) trading daily.[Panorama of bean bag concept! 】The fiercest 5 days and 4 boards! The concept of bean curd is on fire.

In the eyes of the organization, the popularity of the concept of bean bag stems from the outbreak of the number of users of bean bag APP. Guotai Junan quoted AI product list data as saying: Bean curd has become the most user-oriented 2C AI product at present. In November's global monthly activity list, the MAU of Bean Bag APP reached 59.98 million, ranking second in the world after ChatGPT of OpenAI.The qubit data shows that as of the end of November, the cumulative user scale of Bean Bag APP has successfully exceeded 160 million in 2024, and the average daily download volume of new users has remained stable at 800,000, making it the second-ranked AI app in the world and the first in China.