8??????????23????????????,????????????????(300418.SZ)(?????????????“??????”)??????2024??????????2024??????????????,??25?????,?78.2%,???????????????????22??????,??????????????9 %,??88.2%???7.6??,??115.7%?????????????AI??????????????????????

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AI????????????????,??????????,???????????AI?(DAU)?100????????????????????????????,AI??Linky??????(DAU)????????50??????,????AI??«Club Koala»?????????Alpha????, ??2024????10?????????Beta????????,????AI???????,????AI????UGC??RPG??????«Project G7»?AI????,??4???????????C???,????;?????????,?????AI???????????Melodio???????????AI?????Mureka?AI????,AI????????SkyReels???8???????19??,??????????????????SkyScript???StoryboardGen???3D???Sky3DGen???AI 3D??????????WorldEngine,???????“??????”,??AI?????

Melodio??????????????? Mureka????????? AI?????Linky????????

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?????,????Opera 2024??,2024???,Opera??????????2????,??????17%;??EBITDA 5,152????????????????,???22%??????????????????2024??????,Opera?????3??,?????????ARPU????,2024????Opera??????ARPU????1.5???????????????????,????????25%??,Opera??????AI?????????????,????“AI Feature Drops”??????????,??????,?????????????????“Ask Aria”?“Aria Voice”; Aria???????????????????????,????????????????

2024???,????AI?????????“?????”???????,??????,?????????,????AI????,??????;???????????????,?????????????,??,?????

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AI????????????????,??????????,???????????AI?(DAU)?100????????????????????????????,AI??Linky??????(DAU)????????50??????,????AI??«Club Koala»?????????Alpha????, ??2024????10?????????Beta????????,????AI???????,????AI????UGC??RPG??????«Project G7»?AI????,??4???????????C???,????;?????????,?????AI???????????Melodio???????????AI?????Mureka?AI????,AI????????SkyReels???8???????19??,??????????????????SkyScript???StoryboardGen???3D???Sky3DGen???AI 3D??????????WorldEngine,???????“??????”,??AI?????

Melodio??????????????? Mureka????????? AI?????Linky????????

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