????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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