京东AI，从有厚度的产业土壤“长”出来

Core Insights - JD Group's stock rose over 7% on September 25, closing up 3.46%, driven by renewed focus on AI investments and the announcement of a trillion-yuan AI ecosystem over the next three years [1][3] - The company showcased its comprehensive AI strategy at the JD Global Technology Explorers Conference, including upgrades to its "JoyAI" model and the launch of three AI products, four application scenarios, and three deep platforms [1][6] AI Strategy and Applications - JD's CEO Xu Ran introduced a new formula for AI value: AI value = model × experience × industry depth², emphasizing the importance of robust algorithms and user experience in driving AI effectiveness [3][15] - The company is leveraging its extensive supply chain and industry scenarios to validate AI applications, enhancing operational efficiency across logistics, industrial, retail, and healthcare sectors [6][10] Logistics and Supply Chain Innovations - JD's logistics AI, the Logistics Super Brain Model 2.0, has transitioned to a multi-modal system, improving operational efficiency by 15% in standardized operations and 20% in human-machine collaboration [7][10] - The JoyIndustrial model, which utilizes over 57.1 million industrial SKU data, has significantly reduced operational costs and improved efficiency for over 10,000 industrial enterprises [8][10] Retail and Consumer Experience - JD's retail sector introduced the Oxygen AI architecture, enhancing e-commerce experiences through AI-driven search and recommendation features, which streamline consumer decision-making [9][10] - The upcoming JD Xi App aims to integrate various services, transforming AI from a shopping assistant to a comprehensive life service partner [11][12] Open Source and Platform Development - JD is launching three open-source deep application platforms, including JoyAgent 3.0 for enterprise-level AI decision-making and JoyCode 2.0 for automated programming, aimed at lowering the barriers for AI adoption across industries [12][14] - The digital human platform has evolved to create brand assets with personality and creativity, significantly reducing marketing costs while enhancing value [12][14] Industry Impact and Future Outlook - JD's approach to AI emphasizes sustainable development and real value creation, focusing on practical applications within supply chains and industries [15][16] - The company is positioned to lead in AI by integrating technology with industry depth, shifting the competitive landscape from algorithmic contests to value creation and efficiency in real-world applications [16][17]