传媒行业:下半年重视AI应用商业化闭环 明年重视META逻辑演绎

东方证券
24 Jul

全球来看AI 应用产品已跑出商业化规模。从AI 产品ARR 收入看,目前已有一定商业化规模(ARR>5000 万美元)的产品主要分成三类,(1)通用模型服务订阅收费产品(收入规模Tier1),如OpenAI 和Anthropic,ARR 分别为100 亿美金和40亿美金;(2)结合垂类场景的AI Native 产品,如AI 编程Cursor、AI 图像生成Midjourney、AI 视频生成可灵等...

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