????:1?????:?????????

2???????

3?????????

4???????

5????????

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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