????2024Q2??:??310???,????????????
????:2024-08-21 04:11:21 ??:????
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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?????????,????????????????”
?? ???
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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