?? ??2024Q2???:??310????????????,????
![](https://image.chezhanri.com/2019/1107/75e3b3a027c812ccf2b5f2329d97fca9.jpg)
????: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?????????????????????,???????????”
![](http://i2.chinanews.com.cn/simg/cmshd/2024/08/20/eac1798ac1054abb87398808cd4a3c61.jpg)
?????????? ?
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%?
????,?????????????????????????????????????????????????????????
???:??????????????????