????2024Q2????????????:??310???,??
????:2024-08-21 02:26:14 ??:????
????:??????????:???????????
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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