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