??2024Q2????:????????????310??,???
????:2024-08-21 09:37:40 ??:????
????:?????:2020???????
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%?
??????,???????????????????????????????????
??????????:?????????
