Xin Jing Bao·2025-10-21 13:16Core Insights - The integration of AI technology has transformed the 2023 Double 11 shopping festival, making it a core engine for evolution rather than just an auxiliary tool [1][2] - AI has enhanced the precision of "people-goods matching" in e-commerce, allowing for a deeper understanding of consumer needs and improving search and recommendation systems [2][3] AI Integration in E-commerce - AI technology has been fully integrated into various aspects of the shopping experience, including search, recommendations, customer service, and marketing [1] - The AI architecture has improved the relevance of complex search queries by 20 percentage points and increased the click-through rate of recommended information streams by 10% [2] Enhanced Consumer Experience - AI helps consumers overcome "choice paralysis" by analyzing deeper user needs, allowing non-popular products to reach targeted audiences [3] - The collaboration of "shelf e-commerce," "service e-commerce," and "instant retail" has been enhanced, with instant retail orders growing over 290% year-on-year on the first day of Double 11 [3][4] Industry Evolution - The competition in the e-commerce sector has shifted from single-channel comparisons to validating "full-domain fulfillment capabilities," integrating supply advantages, experiential services, and timely demands through AI [4][5] - Instant retail is expected to become a significant growth point for platforms like JD, Taobao, Meituan, and Douyin, marking it as a potential "trillion-level" market [5] Investment in AI Infrastructure - Alibaba plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, marking the largest investment by a private enterprise in China in this field [6] - The evolution of the Double 11 event reflects the trajectory of China's digital economy, transitioning from "traffic-driven" to "intelligent-driven" growth [6]