?? ????????????2024Q2????:???310??,??
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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%?
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???????????????????,?????2024???????????????,?????????????,?????“??????????????????????”???13.5???????,???????????????5.2??????????????????“??????????????”???????????????,??50?????????????12??????
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???????,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%?
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?,??,??????????????????????????,?????????????????????,????,??????,?????????????,?????????????????;?????????????????,??????????????????,2024?Q2,????50%????,??????“????????????”????,???????????“??????”??????????,??????????????????,????618?????????????GMV??????????????????????83%?
?,??????,??GMV??????????,618?????????????,??????GMV??????????????????????75%,???????????????????,???????,?????GMV??70%,????,????????,????????????????????“?”????????????????,?????,????
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?????????,?SIM,???????????????,?,?????????????ACT??????????????????????App???,?????????,Q2??,???????GMV????80%?
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