According to TF Securities' latest report, the first half of 2025 saw a remarkable surge in the development of AI applications, shaping a clear 'Four-Tier' structure. Tier 1 comprises AI search engines and comprehensive assistants, Tier 2 encompasses AI-powered social interactions and professional advisory services, Tier 3 includes AI for streamlining office tasks and image processing, and Tier 4 involves AI in creative design, copywriting, and more. Notably, the monthly active user base for mobile AI applications has surged to 680 million, with plugin forms surpassing native apps in user scale. During this period, three primary types of AI applications demonstrated a robust compound growth rate, effectively addressing scenario-specific demands and minimizing user replacement costs. The emergence of super heads in the AI search and comprehensive assistant sectors underscores the transformational potential of the 'search + service' integration model as a new gateway for traffic acquisition.