大家早上壕！ 先看海外要闻： 上周五，美国最高法院暂未公布对特朗普关税的判决，非农就业数据好坏参半，标普500涨0.6%，创新高，纳指100涨1%。最终收盘标普500涨幅 0.65%，道琼斯涨幅0.48%，纳指涨幅0.82%。 周五与关税高度相关的股票盘中下跌。英特尔大涨超10%，CEO此前与特朗普会面。甲骨文涨近5%。苹果结束七连跌，特斯拉收涨2.1%，谷歌A 涨超0.9%。 报道称闪迪SSD将涨价超100%，且必须全款。闪迪再度大涨13%，续创历史新高。 纳斯达克金龙中国指数收跌1.30%，阿里跌超2%，脑再生科技涨超10%，Rich Sparkle涨约259%。 非农报告强化了市场对于美联储1月维持利率不变的预期，对利率敏感的2年期美债收益率上行4.39基点。 美元四连涨，升至一个月高点。加密货币周五走低，比特币一度跌破9万美元。 现货黄金价格上涨0.7%，重回4500美元上方，全周累计涨超4%、重新逼近历史高位。现货白银涨3.8%，全周飙升10%。由于伊朗加强了对国内 抗议活动的镇压，以及特朗普威胁称将对示威者采取行动，WTI原油一度涨2.3%、随后涨幅收窄至0.6%。 印尼暂时封禁马斯克旗下AI聊天 ...

Group 1 - Walmart and Alphabet have partnered to launch AI-supported shopping features on Gemini, marking a significant integration of large models with e-commerce [1] - The core integration point of large models and AI e-commerce lies in intent conversion and transaction closure, with AI understanding natural language needs to match products accurately and shorten decision paths [1] - In September, traffic from ChatGPT recommendations to Walmart reached 15%, a notable increase from 9.5% in August, indicating the effectiveness of AI in driving e-commerce [1] Group 2 - Alibaba's Qianwen APP achieved over 10 million downloads in its first week of public testing, aiming to integrate resources from Taobao and Gaode for a comprehensive AI shopping experience [1] - ByteDance's Douyin Mall has integrated with Douyin's product recommendation and purchasing capabilities, showcasing the trend of AI in guiding purchases [1] - ChatGPT's daily shopping intent queries have reached 60 million, highlighting the growing clarity in monetization pathways for AI e-commerce [1][2] Group 3 - AI e-commerce is reshaping traffic entry and distribution models, shifting from "people searching for goods" to "goods searching for people," with a broad market potential [2] - The core monetization logic consists of commissions and intent advertising, facilitated by the ACP protocol for seamless payment and fulfillment processes [2] Group 4 - SanTai Co. is committed to applying AI technology in vertical industries such as cross-border e-commerce and logistics, aiming to empower industry development [3] - YiWanYiChuang, a core operating service provider for Alibaba, is deeply engaged in AI e-commerce strategy and is set to be among the first batch of ecological Agent service providers by 2025 [3]

今天分享的是：AI 商业化系列深度报告之二：AI 电商的星辰大海-招商证券-20页 报告共计：20页 AI电商正成为大模型商业化的核心路径，通过重塑购物链路、整合生态资源，推动行业从"自主搜索"向"智能代理"转型，实现从意图到交易的闭环转化。海 外市场呈现开源与闭源双线并行格局，OpenAI采用开放协议路线，通过Instant Checkout功能与Etsy、Shopify、Walmart等零售商合作，支持对话界面直接支 付与场景化推荐，Walmart 9月来自ChatGPT的推荐流量已达15%，Target更打通生鲜与本地履约服务，迈入即时零售新阶段；亚马逊则自研闭源Rufus模型， 凭借个性化记忆、多模态搜索和价格追踪功能，2025年月活用户同比增长140%，并通过自研芯片控制算力成本，同时以法律手段保护平台流量生态。国内 巨头加速布局，阿里"千问"APP上线首周下载量破千万，依托Qwen大模型整合高德、饿了么等生态资源，实现跨场景AI购物协同；豆包于2025年10月接入 抖音商城，针对消费需求直接推荐商品并引导跳转购买，覆盖多个高频品类。AI电商的基建日益完善，ACP协议建立统一交互规范，解决了支付、库 ...

2025年12月，数字零售领域又有哪些事？以下为数字经济新媒体 #网经社 旗下数字零售台为您带来12月数字零售各赛道最新动态回顾。 1.【电商评测】2025二手机回收平台测评报告 京回收 转转 爱回收靠不靠谱？ 2.震惊！抖音电商日均退货量竟高达数百万单 ？ 3.阿里打假联盟：淘天平台假货投诉和去年相比同比下降58.5% 4.贾乃亮"售假"事件反转 检测机构无资质 产品被证实为正品 5.梦饷科技CHO章弛公布2026年四大布局 将升级私域直播工具 【电商评测】2025二手机回收平台测评报告 京回收 转转 爱回收靠不靠谱？ 12月21日，中央广播电视总台新闻频道《朝闻天下》栏目曾以6分多钟的篇幅，曝光部分手机回收平台存在"高价预估、到货压价"的猫腻，这进一步凸显了 用户在选择平台时的普遍顾虑：究竟"哪个平台出价最公道？"、"我的隐私能否得到保障？"以及"整个流程是否便捷可靠？"。 历时18年打造"全国电商三中心" 网经社2026媒体资源书发布 年度招商启动 2026年，网经社迎来成立的第19个年头。值此岁末年初之际，我们推出《2026年新媒体资源书》和刊例，面向以电商为核心的数字经济全产业链客群提供22 项专业 ...

12月30日，"智启未来 创见未来"遥望武汉AI电商孵化中心在武汉市东西湖区启幕。遥望科技在全国AI 电商基础设施布局中落下关键一子，以"AI+内容+产业"深度融合模式，赋能区域经济高质量发展。 遥望科技联席总裁汪文辉介绍，2024年至今，遥望科技已先后建成并投入运营横琴AI产业园、虎门AI 产业园、温州AI产业园，各产业园根据当地产业的发展特色和市场的不同需求而略有不同。遥望AI产 业园项目启动至今，累计服务超千家品牌，培训数百名直播电商从业者，验证了"AI驱动+内容赋能+本 地协同"模式的可行性与高效性。此次武汉中心的启用，是遥望"全国一盘棋"战略的重要延伸，将立足 华中、辐射全国，重点服务食品、文旅、智能制造等本地优势产业，切实打通"品牌—达人—消费者"链 路。 未来，遥望科技将继续秉持"步履不停，小步快跑"的节奏，以武汉为支点，撬动中部地区数字经济新蓝 海，让更多优质产品被看见、被认可、被热爱。（来源：湖北日报） 遥望科技联席总裁汪文辉 据介绍，该中心将依托遥望云AIOS、V5 Chat智能助手等智能化工具，打造集AI直播培训、达人孵化、 品牌代运营、跨境出海、供应链整合于一体的综合服务平台。同时，联 ...

Core Insights - The report from China Merchants Securities highlights the integration of open-source GPT models into e-commerce, creating a closed-loop conversion from intent to transaction, significantly shortening the user decision-making path [1] - ChatGPT has partnered with major retailers like Etsy, Shopify, Walmart, and Target to pilot AI-driven direct payment, contextual recommendations, and local fulfillment services, marking a new entry point for online traffic for traditional retail giants [1] Group 1: E-commerce Transformation - Open-source GPT models are driving e-commerce from "self-search" to "intelligent agents," enhancing user experience and operational efficiency for small and medium-sized businesses [1] - Walmart saw approximately 15% of its total referral traffic come from ChatGPT in September, up from 9.5% in August, indicating a significant increase in AI-driven traffic [2] - Target has innovatively integrated fresh and local inventory with DriveUp fulfillment, providing a personalized and one-stop shopping experience [2] Group 2: Competitive Responses - Amazon has opted for a closed-source self-developed Rufus model to control platform traffic and data, focusing on personalized memory, scene recognition, and multimodal search capabilities [3] - Rufus is expected to see a 140% year-over-year increase in monthly active users and a 210% increase in interaction volume by 2025, enhancing user conversion rates [3] - Amazon is also developing AI chips, Trainium and Inferentia, to support Rufus, ensuring cost-effective AI service operations [3] Group 3: AI Integration in Chinese Market - Alibaba's "Qwen" project, centered around the Qwen model, aims to create an intelligent assistant app that facilitates AI-driven shopping experiences [4] - The "豆包" service has integrated with Douyin Mall, achieving over 10 million downloads in its first week, showcasing strong user engagement and ecosystem integration [4] - The Qwen3 model ranks among the top globally, enhancing Alibaba's competitive edge in AI and content innovation [4] Group 4: Investment Opportunities - The acceleration of AI in e-commerce is reshaping the industry chain and monetization models, presenting investment opportunities in related companies [5] - Companies like "什么值得买" and SaaS firms such as 光云科技 are rapidly advancing AI product integration, enhancing the entire process from recommendation to customer service [5] - Other notable companies include 淘宝系生态 companies like 若羽臣, 青木科技, and marketing agencies like 易点天下 and 蓝色光标, which are also positioned for growth in this evolving landscape [5]

ChatGPT全力推进其AI电商业务，已经接入Etsy、eBay、Shopify、沃尔玛多个电商平台，允许用户在其站内完成购物，而无需像之前那样跳转到第三方购 物网站。 例如，用户在ChatGPT的推荐结果页中，点击一款Etsy的拓展坞，即可在ChatGPT界面内完成下单与支付，而无需跳转到Etsy的商品详情页。 图/用户在ChatGPT上购买Etsy平台产品 ChatGPT提供了全新的AI电商购物体验，基于用户的个性化需求来推荐商品，而对于卖家来说，除了缴纳部分手续费，无需额外支付广告费等费用。 面对ChatGPT在电商方面的凌厉攻势，亚马逊悄悄地关上大门，拒绝为其提供"子弹"。 据多家外媒报道，亚马逊悄悄地切断了ChatGPT对其系统的部分访问权限，导致ChatGPT购物搜索结果中，可能不会显示亚马逊的商品链接。 亚马逊这么做是有原因的。 ChatGPT深入到了商品搜索、比价、推荐乃至下单结账的环节，使原本在亚马逊站内完成的购物环节，迁移到了ChatGPT之上，将逐渐侵蚀亚马逊基于流 量、广告、物流等构建的商业闭环。 此外，非常重要的是，亚马逊也推出自己的AI电商入口Rufus，希望将消费者的"购物第一问 ...

Core Insights - The article discusses the increasing frequency of errors in live streaming e-commerce, highlighting a recent incident where a pricing mistake led to significant consumer confusion and refunds. This reflects broader issues in the industry as live streaming events become more frequent and complex [2][23]. - To address these challenges, SenseTime has launched the "Yingying Marketing Intelligent Agent," the first AI-driven team capable of managing the entire e-commerce live streaming process, aiming to enhance operational efficiency and reduce human error [2][11]. Industry Challenges - The live streaming e-commerce model relies on a collaborative effort involving multiple roles, including live streaming operations, store management, scene control, traffic investment, and overall team coordination, which can lead to inefficiencies and errors [3][24][30]. - The pressure on employees during high-demand periods often results in mistakes, such as incorrect product recommendations due to miscommunication among team members [9][31][32]. - The traditional human-centric operational model is becoming increasingly unsustainable, with rising labor costs and stagnant efficiency improvements, leading to a critical need for AI integration [41][42]. Solution Overview - SenseTime's "Yingying Marketing Intelligent Agent" introduces a multi-agent collaboration system designed to streamline e-commerce operations by automating repetitive tasks and allowing human operators to focus on strategic decision-making and user engagement [11][33]. - The system includes five specialized agents: 1. **Live Operation Agent**: Automates data monitoring and analysis, significantly reducing the time required for performance reviews [12][35]. 2. **Store Operation Agent**: Handles inventory management and competitive analysis, providing comprehensive reports and strategic recommendations [13][36]. 3. **Scene Control Agent**: Manages real-time interactions and operational tasks during live streams, enhancing user engagement [14][37]. 4. **Traffic Investment Agent**: Monitors and optimizes advertising campaigns across multiple channels, automating report generation [15][38]. 5. **Digital Human Agent**: Acts as an AI supplement to human teams, capable of conducting live streams autonomously, thus addressing labor shortages and improving operational efficiency [16][39]. Future Outlook - The integration of AI in e-commerce is seen as essential for maintaining competitiveness, with predictions that the industry will increasingly rely on intelligent systems to enhance operational efficiency and reduce costs [42][43]. - Brands that adopt AI-driven operational models are expected to gain a competitive edge in the evolving e-commerce landscape, as traditional methods struggle to keep pace with growing demands [44].

小雷想先问大家一个问题：你们平时都是怎么网购的？以小雷自己来说，我是属于简约派的，习惯直接在京东搜索然后挑个价格合适且顺眼的直接下单。虽 然这样的流程简单快捷，但是也基本上与"最实惠"的选择绝缘了。 当然也有像小雷的朋友那样，搜索后耐心翻页、对比、凑单、领券，最后再下单，有时候还会用到慢慢买之类的价格软件，看看是否最低价，上一次打折是 什么时候，这套流程虽然可以确保买到最优惠的商品，却也是相当的麻烦。 那么是否存在既可以省事，又可以省钱的"购物方法"呢？以前可能没有，但是现在有了，那就是让AI代劳。 AI厂商集体下场：从"导购"到"帮购" 前段时间，豆包发布了旗下第一款AI手机，内置的手机助手就具备购物功能，用户只需要说一句"帮我全网比价并下单xxx"，AI就会在后台自动打开淘宝、 京东、拼多多等多个App，完成同款搜寻、价格与规格对比、自动领券，最后帮你选中最便宜的一家，直接停在下单页，你只需要点一下确认。 图源：豆包 要说还有什么缺点，那就是AI还需要用户圈定商品，而且在对比时也是以那款商品为主，不会关注其他品牌是否有更值得购买的产品。但是也已经省下了 许多时间，特别是在买日常用品时，品牌和商品规格大多时 ...

交易会上，江苏省内城市团组大规模参展，常熟女装、南通家纺、连云港食品、无锡江阴家居用品、淮 安农产品等产业带集体亮相，呈现优势产业的系统化展示。1688、淘天、抖音、快手等头部平台集中参 展参会，发布平台政策，帮助企业获取最新扶持信息并高效对接平台资源。 同期举办的2025"丝路云品"电商月江苏专场暨马来西亚主题日活动现场，多家东南亚重点电商平台与服 务机构紧抓机遇，进行了分享与交流。交易会还设置了大规模的线下实战电商直播区域，边展边播成为 亮点特色之一。超100名全网达人现场逛展直播，通过选品实拍、趋势解析，多维呈现行业最新技术、 供应链实力与创新场景。抖音平台带货主播阿娜现场开播，售卖锅具。她告诉记者："开幕当天上午， 直播间下单的观众就比平时多了三分之一，还有不少本地客群打算抽时间来面谈考察。" 为期三天的交易会密集举办8场高质量主题活动，覆盖平台政策、流量玩法、国际化拓展、AI电商趋势 等热门议题。其中，"苏品苏货"上平台专场对接会围绕平台策略、AI新玩法与消费升级展开，邀请多位 行业代表进行深入分享。苏宁易购副总裁范春燕围绕"聚力苏品苏货，共促消费升级"进行阐述，展现平 台助力区域品牌成长的实践案例 ...