BIDU(US:BIDU) 第一财经·2025-06-15 13:28Core Viewpoint - The article discusses the emergence of digital human live streaming for e-commerce, highlighting the collaboration between Luo Yonghao and Baidu as a significant step in leveraging AI technology for commercial purposes [1][2]. Group 1: Digital Human Live Streaming - Luo Yonghao's digital avatar effectively replicates his persona, showcasing the potential of AI in live streaming and e-commerce [1]. - The digital human live streaming achieved over 50 million GMV in just 26 minutes, surpassing the performance of a real person in an hour [2]. - The collaboration aims to validate the efficiency of AI in live streaming and extend personal branding [2]. Group 2: Baidu's E-commerce Strategy - Baidu's e-commerce initiative, "Baidu Youxuan," has seen over 200% year-on-year GMV growth in 2024, with digital human live streaming GMV increasing by 11 times [3]. - Despite growth, Baidu's e-commerce still lacks strong recognition compared to giants like Taobao and Douyin, indicating a need for enhanced market presence [3]. - The partnership with Luo Yonghao is seen as a strategy to quickly boost platform visibility and attract users and merchants [3]. Group 3: Market Dynamics and Challenges - The article notes that consumer purchasing decisions still heavily rely on "real human trust," suggesting that the long-term success of digital human e-commerce depends on technology evolution and user habit formation [3][4]. - Baidu's user behavior is traditionally focused on "search-information acquisition," contrasting with the "entertainment-consumption" model of platforms like Douyin [4]. - Other e-commerce platforms are cautious about digital human live streaming, preferring real human hosts for better audience interaction, although future advancements in technology may change this perspective [4].