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??2024Q2???:????310??,????????????

????:2024-08-20 18:20:58 ??:????

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8???20??????,??2024???,??11.6%???310????????73.7%??????????????46.8?????,????????????????,??????,??55.3%???????????15.1%?

???????????AI????????????????,????,????????????,??????5.1%????????????????3.95????????,??2.7%???????????????????6.92?????????????????

????,??????????????????????(?????????????)???????????????????“??????????”,???56.5%?30.0%???????????13.5%?

????CEO???:“2024?????????,??????????,?????????????????????,????,???????????????????????????????,?,??????????55%,????47??????????,?15.1%,?,???????????????????????????,?????????AI????????????,???????,????????????????????????????????????AI,?????????????????????????,???,??????????????????????AI????????????,????????????????????”

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2024????,?????,???????3.95??6.92??????,????9.5%?

????,???????????????,????,??????????????????????,??????,???????????????????,????????????5??,???20%?

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???????????,6???????????????,??????????????,??????????2024?????????????????????????,?,?????????????????????????,??????????????????2024???????

?,?2024????????????,??,????????????“??????”????????????13.5??,?5.2????????????????????????????“?????????????”??,???????50?????12??????

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?,??22.1%???????????????175.2???????????,??56.5%??????????,??,???????????,?????????????????

??,????3???????????????????,????????????????????????????????Native?????????????????,????????????????????????????????????????,???????????,???????,??2?????????????,??????????????,???????1????6???,??????????????172%,?????????????????598%?156%???????

??,????,????????????,???????????????????????????????????,??,???????????????,????????????????

????????,Q2?UAX?????30%???????????????????????,??????????????????????23????????????????????????????2??????3.0??,?????,?????40%?

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??????????5?,???????2024??,????????????????????????“??”????,?,????;?,????????????????????,???,??,????????,????????????????,??

?????????????,???????,????GMV??????????????????????3053?????????,?GMV?????GMV???25%?????????????????????,?14.1%????1.31??????,MAU????????18.9%?

?????????????????????,“??????”??????????????????????????????????618????,????,??????????????,??????

???????????,????????????????,?????????????????,?,????,???????????????????,?????????????????,?????????;?,??????????????????????????????????????,2024??????????????????Q2,????50%????????,?????????????????“?????????????”?????????????,????????????“?”????????????????,??????????????????????,??618????GMV??????83%?

???,?????????,????????????????GMV?????????,618??,??????????GMV????????????75%,?????????,????????????????????,????GMV?????????????70%,?,?????????????????????????????????,??????????????????“??????”????????,????????????????????,????????????????????????????

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??,??????“???????????AI”,6??????????1000??????,???????????????????????????,???????????????????,?“???????AI”??«????????????????????»????,??AIGC??????,???????,????????????????????????“??????????????AI”???????????

?????,????????????????,???GPT4.0??????????,??GPT4v?????6???,?AI??????5?????,???,????,???????????????????????,??????????,??????????,???????????????????,2024???????,???2??????????????????????,??????AIGC???????????????2024?????????????6????2000??????????

??????????????????????,??????,??????“????????”??,??????????????????????????????????????SDXL/SD3?Midjourney V5?????????????????????,?????????,?“?????”??,????

?????????????,???SIM,???,??,????ACT??App?,????????????????????????,Q2???,?????????????GMV???????????????????80%?

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