StockDuty ← Dashboard Oct 24, 2026 08:05 PM ET
SignalChina/HK

Reminder that demand for DeepSeek inside China is really high. While its app MAU is still just 122m in China (-15.2% YoY) vs 419m for Doubao, its usage is significantly higher @ 136.7 min/month, which

What changed
DS app users really enjoy using it. https://t.co/vrNGXtOLcT — via @tphuang
Why it matters
DeepSeek's 136.7 min/month usage exceeds Doubao's despite lower 122m MAU.
Sources
twitter_list
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