第一财经·2025-09-12 14:35Core Insights - The article discusses the upcoming "Double 11" shopping festival and highlights the importance of AI and instant retail in shaping e-commerce strategies for this year [3][4]. Group 1: AI Integration in E-commerce - Alibaba has launched the "AI Universal Search" product, which utilizes large models to analyze user shopping preferences, indicating a shift towards understanding consumer behavior rather than just search precision [3]. - The upgrade of the merchant tool "Wanshangtai" to "Wanshangtai AI Unlimited" aims to leverage AI to connect people, goods, and venues, potentially helping merchants discover new customer segments and growth opportunities [3]. Group 2: Instant Retail and User Engagement - After a competitive summer in the food delivery sector, Taobao's instant purchase feature has shown significant results, with a 25% year-on-year increase in monthly active users and a 200% increase in order numbers for the instant purchase demographic [3][4]. - The integration of offline brand stores into Taobao's instant purchase feature is expected to enhance user engagement and streamline logistics, with thousands of brands anticipated to join for the Double 11 event [4]. Group 3: Future Projections and Market Impact - The anticipated transformation in user ordering paths, allowing customers to choose between standard delivery and instant retail, is expected to boost platform traffic and efficiency [4]. - Over the next three years, the entry of a million brand stores into the instant purchase model is projected to generate an additional 1 trillion yuan in transaction volume for the platform [4].