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Headlines · 3
- QuestMobile reports AI-related shifts in China’s mobile traffic
QuestMobile’s 2026 autumn ecosystem traffic report says China had 1.278 billion mobile internet monthly active users in August. Monthly active users reached 537 million for AIGC apps and 467 million for short-drama video apps, while AI general assistants had 1.16 billion monthly active users in September. The report also recorded 300 million active smart-TV devices in August. It describes “APP plus mini program” delivery as a core model for cross-scenario services in instant retail, food delivery, courier and telecom services.
DoNews · 🔥 0 - Doubao PR head rebuts short-drama compute claim; says ByteDance video AI ~10%
Chinese Online disclosed in an investor-relations activity record that 55% of domestic AI token consumption goes to short dramas and video generation, 24% to e-commerce advertising and only 15% to research and development, sparking discussion that over half of China's compute is spent making short dramas. Doubao public relations head Liu Xing responded on Weibo on October 19 that the compute figure is "not very reliable," saying only about 10% of ByteDance's total compute is used for training and inference of video-generation models. The figures come from a company disclosure and a company statement respectively, and the reports offer no third-party verification.
IT之家 AI · 🔥 0 - AI short dramas: 800M users, and a shaky token-use comparison
On October 12, two Weibo trending topics — "AI short dramas are hunting middle-aged men" and "why are AI comic dramas everywhere" — followed an October 9 Xiaohongshu post by a first-year student saying her father had become addicted to AI-generated mini-dramas. The article cites Nomura data via QuestMobile showing Hongguo Short Drama at 168 million daily active users as of July 2026, up 107% year over year, with 125 minutes of average daily time per user; China's National Radio and Television Administration said 430,000 mini-dramas launched in the first eight months of 2026 — 13 times all of last year — over 90% AI-made, with more than 800 million users. The author challenges the widely shared claim that 55% of Chinese token use goes to AI short dramas and video generation versus 58% in the US going to coding and enterprise automation, noting that shares are meaningless without totals, the two figures use mismatched definitions, the 55% comes from Chinese Online — a company heavily invested in AI dramas that terminated its Hong Kong IPO on October 8 — and no reliable source was found for the US 58%.
虎嗅 AI · 🔥 0
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