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<Research>CICC: Chatbots Have Become Killer App of AI Era
Recommend 14 Positive 27 Negative 9 |
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According to Sensor Tower, ChatGPT's mobile MAUs surpassed 870 million in November 2025, capturing a market share as high as 63%, CICC wrote in its research report. Gemini, meanwhile, was leveraging Google's vast ecosystem to catch up with the pace of ChatGPT. In China, ByteDance's Doubao emerged as a winner with hundreds of millions of daily active users. CICC suggested investors should pay attention to the competitive landscape among Chinese and international players, as well as trends in agentization and commercialization. The report also highlighted chatbots' position as the "Killer App" in the AI era. While the core transformation of the internet stemmed from changes in production relations, which gave rise to "Killer Apps" such as social networks and UGC content platforms as ordinary users could easily become creators, the core transformation of large AI models lies in productivity, enabling them to efficiently understand user needs and generate content, which eventually leads to the emergence of chatbots. Currently, chatbots' average monthly active days per user, daily usage time, and retention rates are gradually approaching those of social platforms. Their penetration in work, learning, and entertainment scenarios also continues to deepen. CICC's investment ratings and target prices for chatbot-related stocks: Stock | Investment Rating | Target Price TENCENT (00700.HK) | Outperform | HKD700 BABA-W (09988.HK) | Outperform | HKD197 BIDU-SW (09888.HK) | Outperform | HKD196 Meta (META.US) | Outperform | USD773 Alphabet (GOOGL.US) | Outperform | USD303 AAStocks Financial News |
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