Alphabet(US:GOOG) 量子位·2026-01-13 11:36Core Insights - The article discusses the transformation of e-commerce driven by Google's new AI-centric approach, emphasizing the introduction of the Universal Commerce Protocol (UCP) and Gemini CX solutions [2][3][25]. Group 1: Universal Commerce Protocol (UCP) - Google has launched the UCP, an open protocol designed for Agentic e-commerce, facilitating collaboration between AI agents, merchants, and e-commerce platforms throughout the entire shopping process [10][21]. - UCP focuses on three core functionalities: checkout, identity linking, and order management, supporting complex shopping cart logic, dynamic pricing, and tax calculations [16][20]. - The protocol is compatible with existing industry standards and has already integrated with major retailers and payment platforms like Walmart, Shopify, and Visa [21]. Group 2: Gemini CX - Google introduced Gemini CX, which integrates the latest Gemini model and AI technology to assist businesses in deploying AI agents for customer service across the entire shopping lifecycle [25][30]. - The Shopping agent within Gemini CX connects front-end interfaces like chat and voice to back-end tools, streamlining the retail process and reducing the burden on merchants [27][28]. - Companies like McDonald's and The Home Depot are already utilizing Gemini CX to enhance customer service quality [30]. Group 3: Domestic E-commerce Developments - Domestic e-commerce platforms, such as Alibaba, are also advancing in AI integration, with Alibaba applying generative AI for the first time during this year's Double Eleven shopping festival [32]. - JD.com has opened access to over twenty AI tools for merchants, covering various aspects of store management and marketing during the Double Eleven period [34]. - Douyin has redefined its e-commerce entry using its model to match shopping inquiries with products, facilitating a quicker path to purchase [34].