?? ??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%???????
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????????????????,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???????????????????,??????
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??????,????????????????“????????????????????AI”,6??????????1000????????????,?????,????????????,??????????????????“????????????????AI”??????????«?????????????»??????????,????AIGC?,?????,????????????“???????AI”???????????
??,?????????,??????GPT4.0????????????,?????????????GPT4v??????6??????????????????????,??????????????AI???5??????????????????,?????????????,????,?????????,???,????????,?????????????,2024????,?????2?????,????????????????????????AIGC??2024???????????????6???????2000??
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??????,???????????????SIM,??????,????????????????,???????ACT???App?????????????,??????????????????????,Q2??????????????????,????GMV??????80%?
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