????:2024-08-21 04:25:49 ??:????
????:???????:??????
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%?
???????????????????,???????????????????????????????????????????????????????????
?????:???????