2024再看AI应用：AI有望长期驱动电商优质增长

Investment Rating - The report maintains an "Overweight" rating for the internet media industry, indicating a positive outlook for the sector in the next six months [1]. Core Insights - The integration of AI in e-commerce is expected to drive significant growth, enhancing efficiency across the entire industry chain, benefiting both sellers and buyers [2][3]. - AI applications are showing early signs of effectiveness in the e-commerce sector, with improvements in operational efficiency and user experience [2]. - The report emphasizes the importance of closely monitoring developments in the AI and e-commerce intersection, as it represents a substantial application scenario [2]. Summary by Sections AI Enhancements for Sellers - AI tools are helping sellers reduce costs and improve efficiency, allowing them to focus more on product development [2][4]. - Platforms and SaaS companies are leveraging AI to enhance monetization and operational efficiency for sellers [2][4]. - Amazon has introduced various AI tools to streamline seller marketing and management processes, significantly increasing the number of sellers utilizing these tools [5][6]. - Alibaba's international platform has tested AI capabilities across over 40 scenarios, achieving significant improvements in conversion rates and customer satisfaction [8][11]. AI Enhancements for Buyers - AI is improving shopping experiences for buyers by enhancing decision-making efficiency and overall satisfaction [2][28]. - Amazon's AI shopping assistant, Rufus, is designed to personalize product recommendations and improve conversion rates [29][30]. - The "What Worth Buying" app has integrated AI to enhance user decision-making, with a significant portion of its GMV driven by AI-selected recommendations [31][32]. Investment Recommendations - The report suggests focusing on e-commerce and cross-border e-commerce as they represent a vast application landscape for AI [2][35]. - Recommended companies include Focus Technology for cross-border e-commerce platforms, Worth Buying for domestic platforms, and various SaaS companies such as Light Cloud Technology and Ruoyu Chen [2][35].