?2024????:????25??????,AI????

????:929598?:??????

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

????,????“??????AI??????????????????”?,???AI???AI??????????????AI???????AI?????????AI ??????????????????AI??????AI????

????,??,????????????????????????3D?????,???????

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??????

?,???????????????????????????????????,???????????;????C??????AI?????,??????????

??????????AI?????????,???????????????????????

????????????,???AI??????,???????????????????????,?????????Vitron?????;????????????Skywork-MoE,????????4090?MoE????????????;???????????????????????,????Cradle;?Diffusion???Dimba,?????????????????????????,?????????AI??????,??338??????17?????AI??????

??????,???????????????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???????,????;??,?,?????????,???????????

???????:???