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

????:?????????:??????

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??????,????????????????????????”

??????????? ??????????????

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

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

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

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

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

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

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

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

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

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

????????????????????? ??

???????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%,???,???????????????,???????????“???”?,?,?????????????????????

????????????????AI??? ???????????????????

??,???????AI?,?????

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

???,??????????“????????????????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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