晚点独家丨小红书迎来新战略负责人，同时筹建战投团队、主投科技

Core Insights - Dai Lidan, former partner at Today Capital, has joined Xiaohongshu to oversee strategy and report to the core management team [2] - Xiaohongshu is restructuring its strategic direction under Dai Lidan's leadership, focusing on investments in hard technology, particularly AI applications [2][7] Investment Strategy - Xiaohongshu has been actively investing in consumer brands across various sectors, including food, trendy toys, beauty, and maternal and infant products [3] - In 2023, Xiaohongshu invested in luxury e-commerce platform SENSER and coffee brand M Stand [3] - The company has increased its investments in AI and technology, with notable investments in AI startup "Yue Zhi An Mian" and another AI company, MiniMax [4][5] AI Product Development - Since 2023, Xiaohongshu has been developing its own AI products and teams, launching several AI features such as "Trik" for AI drawing and "DAVINCI" for AI chat [6] - The company is also testing an AI search function, indicating a strong focus on integrating AI capabilities into its platform [6] Market Trends - The investment landscape for AI applications has seen significant growth, with over 500 investment events and a total amount exceeding 300 billion RMB in 2024, marking the largest investment year in the past decade [6] - Xiaohongshu's strategic investment team will prioritize AI applications, leveraging its active content community and search capabilities [7][8] Synergy with AI Applications - Xiaohongshu serves as a vital content community and search entry point, with daily search volumes nearing 600 million, about half of Baidu's [8] - The platform is also a key marketing channel for AI products, with significant advertising material volumes for AI applications like MiniMax [8]