????:1?????????:?????????

2?500???ktv?????

3???????

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?????????????????????,???????????”

?????????? ?

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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