????:2024-08-20 18:57:57 ??:????
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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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