?? ??2024Q2????:???310??,????????????
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3???????????12????
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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