????:2024-08-20 20:25:29 ??:????
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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%?
??,????????,??????????????????????????????????????,?????????????????????????????????????????????
???????,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%?
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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%,???,???????????????,???????????“???”?,?,?????????????????????
????????????????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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