中国AI应用出海：细分赛道跑出全球爆款 下一个TikTok级产品将诞生？
每经记者 宋欣悦 每经编辑 兰素英 | Daily Economic News Reporter Song Xinyue, Editor Lan Suying
2024年12月17日，就在OpenAI正式上线Sora的几天后，谷歌也推出了其最新视频生成模型Veo 2。谷歌测试显示，快手可灵AI在各项指标上表现出色，成为谷歌Veo 2最大的竞争对手。
On December 17, 2024, just days after OpenAI officially launched Sora, Google also released its latest video generation model Veo 2. Google's tests showed that Kuaishou's Kling AI performed excellently across various metrics, becoming Veo 2's strongest competitor.
"千万俱乐部"频现中国产品身影
Chinese Products Frequently Appearing in "Ten Million Club"
据data.ai统计，2024年11月共有三款中国AI应用海外月度活跃用户(MAU)超千万：Talkie、Poly.Ai和Question.AI。Toolify.ai数据显示，同期12款中国网页端AI产品月访问量破千万，涵盖聊天机器人、视频图像等多个领域。
According to data.ai, three Chinese AI apps achieved over 10 million overseas MAU in November 2024: Talkie, Poly.Ai and Question.AI. Toolify.ai data shows 12 Chinese web-based AI products surpassed 10 million monthly visits, covering various fields including chatbots, video and image generation.
视频AI工具获国际专业认可
Video AI Tools Gain International Professional Recognition
美国动画师海克·纳哈佩蒂安表示："可灵AI和海螺AI是表现最突出的"。Stormy Studio创始人乔恩·德雷珀评价海螺AI"达到了行业最高水平"，尤其在提示词理解、视频质量生成方面优势明显。
American animator Hayk Nahapetyan stated: "Kling AI and Hailuo AI are the most outstanding performers". Stormy Studio founder Jon Draper praised Hailuo AI as "reaching industry top level", with particular advantages in prompt understanding and video quality generation.
细分赛道成就全球爆款
Niche Markets Create Global Hits
在AI陪伴领域，Talkie已与美国Character.AI势均力敌；教育赛道中，Question.AI和Gauth经常霸榜美国市场。Techcrunch报道称，中国"AI导师"正改变美国孩子的学习习惯。
In AI companionship field, Talkie has become comparable to American Character.AI; in education sector, Question.AI and Gauth frequently top US market charts. Techcrunch reported Chinese "AI tutors" are quietly changing American children's learning habits.
出海是AI应用的必选之路
Going Global is the Inevitable Path for AI Apps
哈希增长联合创始人吴乙嘉表示："未来会出现TikTok级的中国AI应用"。清华大学喻纯教授指出，中国在应用场景、技术人才和智能硬件方面的优势，为AI企业国际化发展奠定基础。
HashMatrix co-founder Jennie Wu stated: "TikTok-level Chinese AI apps will emerge in the future". Tsinghua University Professor Yu Chun pointed out China's advantages in application scenarios, technical talent and smart hardware lay foundation for AI companies' international development.
海外市场三大吸引力：
Three Major Attractions of Overseas Markets:
- 更成熟的付费群体（北美市场收入占全球AI应用47%）
- More mature paying user base (North America accounts for 47% of global AI app revenue)
- 更开放的融资环境（2024Q3美国AI融资额是中国8.8倍）
- More open financing environment (US AI financing in 2024Q3 was 8.8 times China's)
- 全球化产品属性（AI应用天然适合全球市场）
- Global product attributes (AI apps naturally suit global markets)
专家预测，随着中国AI应用持续深耕细分领域，并发挥本土化运营优势，未来3-5年有望在海外市场诞生多个现象级产品，重现TikTok的成功轨迹。
Experts predict that as Chinese AI apps continue to delve into niche fields and leverage localization advantages, multiple phenomenal products may emerge in overseas markets within 3-5 years, replicating TikTok's success trajectory.
