中国AI出海热潮：细分赛道跑出多个千万级爆款 下一个TikTok在哪里？
每经记者：宋欣悦 每经编辑：兰素英 | 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。谷歌在一项测试中指出，OpenAI的Sora综合排名垫底，而快手可灵AI在各项指标上表现出色，是谷歌Veo 2最大的竞争对手。
On December 17, 2024, just days after OpenAI officially launched Sora, Google also introduced its latest video generation model Veo 2. In a test, Google pointed out that OpenAI's Sora ranked last overall, while Kuaishou's Keling AI performed excellently across all metrics, becoming Veo 2's biggest competitor.
中国AI产品获国际认可 | Chinese AI Products Gain International Recognition
谷歌对中国AI产品的夸奖或许有故意"贬低"Sora之嫌，用户的感受可能更加真实。美国创意动画师海克·纳哈佩蒂安（Hayk Nahapetyan）告诉《每日经济新闻》记者，"可灵AI和海螺AI是（同类应用中）表现最突出的"。
While Google's praise for Chinese AI products might be seen as intentionally downplaying Sora, user experiences may be more authentic. American creative animator Hayk Nahapetyan told the Daily Economic News reporter, "Keling AI and Hailuo AI are the most outstanding among similar applications."
"千万俱乐部"频现中国产品 | Chinese Products Frequently Appear in the "Ten Million Club"
据data.ai最新统计数据（App），2024年11月共有三款中国企业在海外推出的AI应用月度活跃用户数（MAU）超千万，分别是Talkie、Poly.Ai、Question.AI。同时，Toolify.ai数据显示，2024年11月共有12款中国网页端AI产品跻身"千万月访问量俱乐部"。
According to the latest statistics from data.ai (App), in November 2024, three AI applications launched overseas by Chinese companies each had over ten million monthly active users (MAU): Talkie, Poly.Ai, and Question.AI. Meanwhile, Toolify.ai data shows that in November 2024, 12 Chinese web-based AI products entered the "ten million monthly visits club."
视频AI领域表现突出 | Outstanding Performance in Video AI
中国AI视频生成应用无疑是海外市场上最"出圈"的。MiniMax的海螺AI与快手可灵AI更是其中的佼佼者，在海外积累了一大批粉丝。Stormy Studio的创始人乔恩·德雷珀表示："虽然还不完美，但毫无疑问，（海螺AI）是目前市面上最出色的AI视频生成工具"。
Chinese AI video generation applications are undoubtedly the most "popular" in overseas markets. MiniMax's Hailuo AI and Kuaishou's Keling AI are particularly outstanding, having accumulated a large fan base overseas. Jon Draper, founder of Stormy Studio, stated: "Although not perfect, there's no doubt (Hailuo AI) is currently the best AI video generation tool on the market."
细分赛道成功突围 | Breaking Through in Niche Markets
中国不少出海应用也通过"小赛道"的细分使用场景切入，赢得了一席之地。AI陪伴就是典型。在这一领域，Talkie和CrushOn.ai已经在美国市场与Character.AI势均力敌。《南华早报》报道指出，Talkie成为中国AI产品成功出海的典范。
Many Chinese overseas applications have also carved out a space by targeting niche usage scenarios in "small tracks." AI companionship is a typical example. In this field, Talkie and CrushOn.ai have become evenly matched with Character.AI in the U.S. market. The South China Morning Post reported that Talkie has become a model for the successful overseas expansion of Chinese AI products.
出海成为必选之路 | Going Global Becomes the Necessary Path
有业内人士认为，国内市场竞争过于激烈是促使中国AI企业出海的重要原因。但出海社区Linkloud联合创始人高宁却认为，海外市场的角逐比想象中激烈得多，AI应用本质上就是全球化的产品。走出中国，去到更大的全球市场，是AI应用的必选之路。
Some industry insiders believe that the overly fierce domestic market competition is an important reason driving Chinese AI companies to go global. However, Gao Ning, co-founder of the overseas community Linkloud, believes that overseas market competition is much fiercer than imagined, and AI applications are essentially global products. Leaving China and entering the larger global market is the necessary path for AI applications.
未来将出现TikTok级产品 | TikTok-Level Products Will Emerge in the Future
对于出海AI应用的未来，数字营销策略服务商哈希增长（HashMatrix）的联合创始人吴乙嘉（Jennie Wu）表示，在这些应用中，会出现TikTok级别的产品。因为中国企业在产品打磨和洞察方面，一直都是非常领先的。
Regarding the future of overseas AI applications, Jennie Wu, co-founder of digital marketing strategy service provider HashMatrix, stated that among these applications, TikTok-level products will emerge. This is because Chinese companies have always been very advanced in product refinement and insights.
中国优势明显 | China's Advantages Are Clear
清华大学计算机系长聘副教授喻纯表示："如果整个世界敞开的话，中国是有很强的优势的。国内的应用场景众多，并且我们环境较为宽松。"喻纯还提到，中国技术人才的市场也是一个重要优势。
Yu Chun, a tenured associate professor at Tsinghua University's Department of Computer Science, said: "If the whole world opens up, China has strong advantages. There are numerous application scenarios domestically, and our environment is relatively relaxed." Yu Chun also mentioned that China's technical talent market is another important advantage.
