News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
<Research>Nomura: ByteDance's Doubao Launches Subscription Model, Positive for AI Chatbot Market; Top Pick Alibaba (BABA.US)
Nomura published a research report stating that, Doubao, the most popular consumer AI chatbot in mainland China under ByteDance, launched a subscription plan on May 4 with four tie...
Reset
Send
The window will close in 5 seconds
<Research>Nomura: ByteDance's Doubao Launches Subscription Model, Positive for AI Chatbot Market; Top Pick Alibaba (BABA.US)
Close
Recommend
55
Positive
84
Negative
59
 
SHORT SELL
 
STOCK INFO
aacat by AASTOCKS
Open a new trading account to get 1 Intel/Selected Gold ETF share!

Nomura published a research report stating that, Doubao, the most popular consumer AI chatbot in mainland China under ByteDance, launched a subscription plan on May 4 with four tiers: a basic free version, a standard version at RMB68 per month, an enhanced version at RMB200 per month, and a professional version at RMB500 per month.

This marks the first time a major AI chatbot in mainland China has introduced a paid subscription plan. The broker believed the move carries significant implications for the overall AI chatbot market. Doubao maintains a leading position in the mainland consumer AI chatbot market, with 133 million DAUs in March, way beyond the 29 million of Tongyi Qianwen under BABA-W (09988.HK)  -0.900 (-0.739%)    Short selling $1.44B; Ratio 11.050%   . As the user base and usage time grow rapidly, the free model may result in mounting cost pressures, prompting ByteDance to roll out the subscription plan.

Related News Citi Lists Latest H Shrs Buy Top Picks (Table)
Nomura said it remains uncertain whether Doubao's competitors, including Alibaba Group Holding Limited (BABA.US)      , DeepSeek and TENCENT (00700.HK)  +2.200 (+0.518%)    Short selling $1.13B; Ratio 5.480%   , will follow suit, but it expects the entire market to eventually transition to a subscription model. After recently adjusting its strategy for Tongyi Qianwen, Alibaba may prioritize the development of more commercializable agent-based models. Within the mainland internet sector, Nomura maintained its Buy ratings on Alibaba (BABA.US)      , TENCENT (00700.HK)  +2.200 (+0.518%)    Short selling $1.13B; Ratio 5.480%   and J&T EXPRESS-W (01519.HK)  +0.100 (+1.120%)    Short selling $164.34M; Ratio 35.274%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-29 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

Auto-translated by AI
View Original Text
This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.

AASTOCKS Financial News
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.