Alphabet(US:GOOG) Xin Lang Cai Jing·2026-01-13 11:55Core Insights - Google has introduced a new Agentic e-commerce solution that integrates AI throughout the shopping process, moving from traditional methods to an AI-driven approach [3][30] - The Universal Commerce Protocol (UCP) is a key component designed to facilitate collaboration between AI agents, merchants, and e-commerce platforms, covering the entire process from product discovery to post-purchase support [7][34] Group 1: UCP Protocol - UCP is an open protocol specifically designed for Agentic e-commerce, enabling seamless interaction among AI agents, merchants, and platforms [7][34] - Initial features of UCP include advanced checkout capabilities, identity linking for user permissions, and comprehensive order management [11][38][41] - UCP is compatible with existing industry protocols and has already integrated with major retailers and payment platforms like Walmart, Shopify, and Visa [18][43] Group 2: AI Shopping Experience - The AI agent can autonomously search for products, process orders, and apply discounts without requiring users to navigate multiple websites [9][36] - Users can interact with the AI agent through simple queries, and the agent will handle the entire purchasing process, including payment via Google Pay [9][36] - Future developments include a Business Agent that allows users to engage directly with brands in search results, enhancing customer service [22][47] Group 3: Industry Trends - Other e-commerce platforms, such as Alibaba, are also leveraging AI technologies to enhance user experience and streamline operations, particularly during major sales events like Double Eleven [25][50] - The integration of AI in e-commerce is becoming widespread, with various companies adopting AI tools for customer service, marketing, and operational efficiency [49][52] - The trend indicates a significant shift towards AI-driven solutions in the retail sector, moving beyond traditional e-commerce practices [28][53]