Hua Er Jie Jian Wen·2025-11-25 05:49Core Insights - The article highlights the transformative impact of AI-driven e-commerce agents, predicting that by 2030, the GMV of agent-based e-commerce will reach $385 billion, accounting for 20% of total U.S. e-commerce sales [1][5]. Group 1: Market Trends - The shift from traditional retail to AI-driven platforms is evident, with 36% of users completing purchases based on AI recommendations, indicating a significant commercial conversion potential [1][8]. - Major tech companies like Alibaba and OpenAI are competing to establish themselves as the primary entry points for consumers, with Alibaba's "Qianwen APP" and OpenAI's shopping search functionality leading the charge [3][4]. Group 2: User Engagement - Current data shows that 30-40% of AI users have made purchases based on platform suggestions, demonstrating a growing trend in consumer behavior towards AI-assisted shopping [1][5]. - The adoption rates of general AI platforms like ChatGPT (45%) far exceed those of retail-specific AI tools (around 10%), indicating a preference for versatile AI solutions among consumers [6]. Group 3: Investment Opportunities - The growth of agent-based e-commerce is expected to benefit major tech giants such as Google, Amazon, and Meta, reinforcing their long-term growth narratives [2][9]. - Morgan Stanley maintains an "overweight" rating on these companies, with target prices set at $330 for Alphabet, $315 for Amazon, and $820 for Meta, based on their potential in AI-driven innovations and market share growth [10][11][12].