A股复盘 | 班级里最弱修复 / 2025.06.16 "满"盘皆输不是我的账户，而是小作文。 听说他要进去了？一晚上了，怎么还没有人出来澄清这个谣言？有没有圈内的人 来说说。 下图数量没统计过哈，自行甄别！ 今天大家都赚钱了把！ 你看我说A股要修复吧，哈哈哈，典型的先买单再修复的 过程。 A股老把戏了！但是放眼亚洲，整个班级里，今天我们修复得最弱啊！ 更让人无语的是，缅A收盘了，港股库库拉，就是不带我们大A玩呗。 今天说下5月经济数据吧，有好有坏，好的是社零超预期，5月份，社会消费品零 售总额41326亿元，同比增长6.4%。 主要还是政策、618以及假期的拉动，5月家电和音像器材类零售总额同比增长 53%。 但目前"国补"停了，应该是前期资金用完了，今天新华网报道说，" 个别地区补 贴暂停是短期的、暂时的、阶段性的，不排除追加财政资金预算，确保相关政策 有序实施"。 后面社零增速可能会受到影响。 | | ਦੇ ਬੋ | | 1-2月 | | | --- | --- | --- | --- | --- | | 指 标 | 绝对童 | 同比增长 | 绝对童 | 同比增长 | | | (亿元) | (%) | ...

金句频出，玩梗不断，头部主播竟然就这样坚持播了六个小时？ 就在昨晚，罗永浩数字人在百度电商首次开播，直播动作逼真自然，回答提问及时机智，让网友直呼"这真不是老罗本人吗"！ 这次直播，吸引了超1300万人次观看，商品交易总额突破5500万元，不可不谓之顺利。 那么，我们不禁好奇，数字人究竟有什么魅力，能创下这样的成绩？ 图源：微博 罗永浩数字人直播创纪录，效果比真人还好 早在5月23日，罗永浩就已经在百度电商"交个朋友"创下4个小时GMV 5000万的成绩。 图源：微博 然而，就在昨天，罗永浩数字人直播间仅开播26分钟，GMV就超过真人1小时带货金额，并且在部分3C、食品等核心品类商品带货单量超罗永浩真人首 秀数据，创下数字人直播带货新纪录。 数字人能够做出这样的成绩，离不开"AI+头部主播"这一强有力的模式，但我们可以再详细分析一下其中原因。 首先，数字人的表现着实亮眼。 直播开始前，罗永浩邀请粉丝做"人肉验真仪"。直播结束后，罗永浩还在其微博对直播进行了点评与复盘。 他表示，"这数字人效果把我自己都吓了一跳"。 图源：微博 根据罗永浩自己透露，这场直播由AI生成的剧本式产品讲解高达9.7万字，由AI驱动的数 ...

罗永浩不会错过任何一个风口，这次是数字人直播带货。 6月15日下午17：00，数字人罗永浩和数字人朱萧木坐在镜头前，滔滔不绝地介绍商品。灯光打在他们 的脸上，不会留下汗水。 罗永浩的个人魅力（幽默风格、选品、粉丝信任）是直播带货的核心竞争力。记者看到，直播间里罗永 浩数字人生动复刻真人形象和声音，动作生动自然，介绍商品时，时不时拿手挪一挪自己的凳子调整位 置，有时还用手指快速敲着桌子。 AI技术在一定程度还原了罗永浩的人格化表达、情绪张力和临场应变。数字人罗永浩正在直播间里举 起一杯青岛啤酒，他模仿着罗永浩标志性的手势，语气带着熟悉的幽默，当评论里有人留言问Labubu 能用吗？他也马上机智回答，还说没准喝了能写出更好的歌。 不过记者注意到，在介绍啤酒产品时，数字人罗永浩拿起酒杯做了喝酒的动作，但嘴角没有什么变化。 就在三周前，罗永浩的真人直播首秀在百度电商创下4小时5000万GMV、千万观众的战绩。对于这次数 字人直播，他放话要让朋友当"人肉验真仪"。 可以对比的是，百度刚刚发布的数据称，今日罗永浩数字人直播间仅开播26分钟，GMV就超过真人1小 时带货金额。这在一定程度上验证了数字人直播技术的商业可行性。 ...

Group 1 - Baidu is leveraging a partnership with Luo Yonghao to promote its e-commerce platform through "digital human live streaming" as a marketing strategy to gain attention in the competitive landscape of e-commerce [1][3] - The collaboration is framed around the concept of AI-driven transformation in e-commerce, with Luo Yonghao's digital avatar set to play a significant role in live streaming sales [3][4] - The initial live streaming event on May 23 achieved a GMV of over 50 million yuan within four hours, indicating a strong start for Baidu's e-commerce efforts [4] Group 2 - Baidu has established a dedicated e-commerce division in May 2023, with Ping Xiaoli appointed as the general manager, focusing on the new brand "Baidu Youxuan" and digital human live streaming [8] - The digital human live streaming has shown significant growth, with a reported 11-fold year-on-year increase in GMV for 2024 and a 735% increase during the "Double 11" shopping festival [8] - Despite the initial success, analysts caution that the surge in transactions may be short-lived, as consumer interest could wane once the novelty of digital human live streaming fades [10][11] Group 3 - Baidu's e-commerce platform faces challenges in terms of user experience, product variety, and overall market positioning compared to established competitors like Douyin and Taobao [11][12] - The platform's lack of a clear business model and competitive advantage hinders its ability to attract quality merchants and build consumer trust [12][13] - For sustainable growth, Baidu must address its foundational issues, enhance user experience, and establish a reliable reputation in the e-commerce space [13]

直播动作逼真自然，回答提问及时机智，罗永浩数字人直播真假难辨。 记者最新获悉，6月15日晚间，罗永浩数字人在百度电商完成首场直播。该场直播吸引了超1300万人次 观看，GMV（商品交易总额）突破5500万元，而且部分3C、食品等核心品类商品带货单量超罗永浩5月 真人首秀同期数据，创下数字人直播带货新纪录。 直播结束后，罗永浩还在其微博对直播进行了点评与复盘。他表示，"这数字人效果把我自己都吓了一 跳"，并透露这场直播由AI生成的剧本式产品讲解高达9.7万字，由AI驱动的数字人动作高达8300个。 百度电商方面告诉证券时报记者，此次直播由AI驱动实现业内多项首次。一是行业首次实现超头主播 用数字人直播带货，并突破AI视频生成极限播出超6小时。二是行业首次突破多数字人直播，罗永浩与 助播数字人配合自然、频频爆梗。在喝奶茶、拎可乐的同时，还能做出相互对视、异口同声说话等细节 动作，并如同真人一样与直播间用户实时互动。 事实上，罗永浩本次试水数字人直播已是"蓄谋已久"。今年5月18日，据社交平台信息，罗永浩出现在 百度杭州分公司，引发外界关注与猜测。5月19日，罗永浩宣布正式开启与百度优选的战略合作，将于5 月23日 ...

直播动作逼真自然，回答提问及时机智，罗永浩数字人直播真假难辨。 记者最新获悉，6月15日晚间，罗永浩数字人在百度电商完成首场直播。该场直播吸引了超1300万人次观看，GMV（商品交易总额）突破 5500万元，而且部分3C、食品等核心品类商品带货单量超罗永浩5月真人首秀同期数据，创下数字人直播带货新纪录。 据多名网友反馈，罗永浩数字人直播期间不仅在AI声音克隆、唇形匹配、动作设计方面高度还原罗永浩的个人风格，同时还具备良好的互动效 果。在与助播朱萧木互动时，罗永浩神情自然、行云流水；在根据直播间评论区实时互动时，也能准确生动地进行回复。例如，当数字人罗永 浩在直播间里举起一杯青岛啤酒时，评论里有人留言问Labubu能用吗？他也马上机智回答，还说没准喝了能写出更好的歌，网友表示，"真假 难辨"。 百度电商方面告诉证券时报记者，此次直播由AI驱动实现业内多项首次。一是行业首次实现超头主播用数字人直播带货，并突破AI视频生成极 限播出超6小时。二是行业首次突破多数字人直播，罗永浩与助播数字人配合自然、频频爆梗。在喝奶茶、拎可乐的同时，还能做出相互对 视、异口同声说话等细节动作，并如同真人一样与直播间用户实时互动。 事 ...

直播动作逼真自然，回答提问及时机智，罗永浩数字人直播真假难辨。 记者最新获悉，6月15日晚间，罗永浩数字人在百度电商完成首场直播。该场直播吸引了超1300万人次观看，GMV（商品交易总额）突破 5500万元，而且部分3C、食品等核心品类商品带货单量超罗永浩5月真人首秀同期数据，创下数字人直播带货新纪录。 直播结束后，罗永浩还在其微博对直播进行了点评与复盘。他表示，"这数字人效果把我自己都吓了一跳"，并透露这场直播由AI生成的剧本式 产品讲解高达9.7万字，由AI驱动的数字人动作高达8300个。 据多名网友反馈，罗永浩数字人直播期间不仅在AI声音克隆、唇形匹配、动作设计方面高度还原罗永浩的个人风格，同时还具备良好的互动效 果。在与助播朱萧木互动时，罗永浩神情自然、行云流水；在根据直播间评论区实时互动时，也能准确生动地进行回复。例如，当数字人罗永 浩在直播间里举起一杯青岛啤酒时，评论里有人留言问Labubu能用吗？他也马上机智回答，还说没准喝了能写出更好的歌，网友表示，"真假 难辨"。 百度电商方面告诉证券时报记者，此次直播由AI驱动实现业内多项首次。一是行业首次实现超头主播用数字人直播带货，并突破AI视频生成极 ...

Group 1 - Huang Renxun, CEO of Nvidia, responded to Ren Zhengfei's comments on chip technology, emphasizing that while Nvidia's technology is a generation ahead, China has sufficient energy and can utilize more chips to meet its market demands [1][2] - Microsoft released a white paper titled "AI Agent System Failure Mode Classification," detailing various types of failures in AI agents and providing solutions for developers and users [1][2] - Intel announced a new round of layoffs starting mid-July, focusing on restructuring its Intel Foundry manufacturing division to improve financial conditions [1][3] Group 2 - Luo Yonghao's digital human made its debut on Baidu's e-commerce platform, achieving a GMV exceeding that of a human host in just 26 minutes [1][3] - Apple reported quality issues with a small number of M2 chip Mac Mini devices, which may fail to boot, and provided a tool for users to check if their devices are eligible for free repair [1][3] - Popop, a jewelry brand under Pop Mart, opened its first official store in Beijing [1][3] Group 3 - Pop Mart Korea announced a temporary halt to offline sales of LABUBU plush toys due to potential safety concerns [1][4] - Li Guoqing announced a settlement regarding property division with Yu Yu, stating plans to focus on AI applications moving forward [1][5] - Transsion Holdings reportedly established a mobility division to explore the two-wheeled electric vehicle market, particularly in Africa and other developing countries [1][6] Group 4 - China successfully conducted its first invasive brain-computer interface clinical trial, marking a significant advancement in this technology [1][6] - JD.com is aggressively recruiting OTA talent with triple salary offers while Ctrip accelerates its global expansion, aiming to double its overseas revenue share in the next 3-5 years [1][6]

Core 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 persona effectively replicates his real-life charisma, humor, and product selection, which are crucial for live streaming sales [1]. - The digital human's performance during the live stream demonstrated the potential of AI technology to enhance personality expression and real-time interaction [1]. - In a recent live stream, Luo Yonghao's digital avatar achieved over 50 million GMV in just four hours, showcasing the commercial viability of digital human technology [2]. Group 2: Baidu's E-commerce Strategy - Baidu's e-commerce initiative, "Baidu Youxuan," has seen a GMV growth of over 200% year-on-year in 2024, with digital human live streaming contributing to an 11-fold increase in GMV [3]. - The collaboration with Luo Yonghao aims to enhance Baidu's brand recognition and attract users and merchants, leveraging his product selection skills [3]. - Baidu is attempting to redefine the e-commerce landscape through AI technology, focusing on smart recommendations and digital human hosts to improve the human-goods relationship [2]. Group 3: Market Competition and Consumer Behavior - Despite the growth in Baidu's e-commerce, it still lags behind competitors like Taobao and Douyin in market share and consumer recognition [3]. - The success of digital human e-commerce relies on building consumer trust, which currently favors real human interaction over digital avatars [3][4]. - The article notes that major e-commerce platforms are cautious about digital human live streaming, preferring real human hosts for better audience engagement [4].

6月15日，罗永浩数字人在百度电商首次开播。值得关注地是，数字人直播间仅开播26分钟，GMV就超 过真人1小时带货金额。 ...