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天猫把AI和淘宝闪购带进双11,还打出一张暗牌
BABABABA(US:BABA) Sou Hu Cai Jing·2025-10-18 06:31

Core Insights - The necessity of the Double 11 shopping festival is being questioned as participation enthusiasm from merchants and consumers has diminished over the years, indicating a shift in the significance of the event for platforms, merchants, and users [2][3][4] Group 1: Evolution of Double 11 - The 17th Double 11 is marked by a need for new narratives and meanings as consumer and merchant mindsets evolve in a mature consumption environment [4][5] - Tmall is shifting its focus from traditional promotional strategies centered on price to a more comprehensive consumer festival that integrates various shopping experiences [5][6] Group 2: AI Integration - Tmall is introducing AI as a central element of this year's Double 11, with multiple AI-driven shopping applications aimed at enhancing consumer experience and decision-making [10][11] - The application of AI is expected to improve efficiency in traffic matching and provide a more personalized shopping experience, with significant increases in conversion rates and user engagement [13] Group 3: Collaboration with Taobao Flash Sale - Tmall is deepening collaboration with Taobao Flash Sale to break down barriers between online and offline shopping, aiming to create a more integrated consumer ecosystem [14][16] - The Flash Sale initiative has already seen substantial engagement, with millions of users and significant growth in transaction volumes across various categories [17] Group 4: Strategic Shift Towards a Unified Platform - Alibaba is consolidating its resources under a unified "One Taobao" strategy, which is seen as a foundational element of its transition to a large-scale consumer platform [18][20] - This strategic shift aims to enhance the synergy between different business units and improve overall consumer engagement and transaction growth [18][20]