?? ??2024Q2????????????:???310????,??
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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%?
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??????????????,???????????,??????????????,????????,?????????????????,????????,???,???????;???,??????,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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