Core Insights - The JD Global Technology Explorer Conference (JDD) showcased innovative AI applications, emphasizing the theme "Enjoy AI" and highlighting JD's commitment to building a trillion-scale AI ecosystem over the next three years [1] - JD's CEO, Xu Ran, introduced an updated formula for AI value, emphasizing sustainable development and real value creation for industries [1] AI to Consumer Market - JD focuses on retail and life services in the AI to C market, differentiating itself from competitors who prioritize entertainment or tool-based approaches [2] - The "He Ta Ta" app allows users to interact with a digital assistant for tasks like ordering food, showcasing JD's advancements in voice interaction and user engagement [2] Retail Industry Innovation - JD announced its AI architecture system, Oxygen, which integrates AI technology into e-commerce, enhancing shopping experiences and supply chain management [3][4] - The Oxygen system aims to revolutionize consumer experiences through intelligent search and recommendation features, providing personalized shopping solutions [5] Intelligent Customer Service - JD's new AI customer service agent, Jing Xiao Zhi 5.0, enhances service efficiency and accuracy, significantly improving conversion rates for merchants [6] - The upgraded agent demonstrates a 36% increase in accuracy and a 15% boost in customer service efficiency compared to previous versions [6] Comprehensive Ecosystem Development - JD's extensive supply chain and industry depth facilitate the practical application of AI technologies across various sectors, creating a robust ecosystem [7] - The "He Ta Ta" app exemplifies JD's integration of various services, including healthcare and financial consulting, into a single platform [7] AI Infrastructure Advancements - JD's JoyAI model has achieved comprehensive coverage and multi-modal support, leading to significant upgrades in its AI infrastructure platforms [8] - The company has made strides in domestic computing power and has opened its AI platforms for broader industry collaboration, enhancing model training and application testing [8]

Core Insights - JD.com is integrating AI technology into its ecosystem through a new app called "Ta Ta Ta," aiming to create a super application that combines various services and AI content communities [2][3][4]. Group 1: Product Features - The "Ta Ta Ta" app officially launched after a public beta in May, featuring a digital assistant, AI social circles, and smart hardware connectivity [3][4]. - The app demonstrates a strong integration with JD.com's internal services, functioning as a prototype for a super app [5]. - Users can interact with the digital assistant, which remembers previous conversations and provides tailored recommendations, such as medical advice and food delivery options [5][7][9]. Group 2: AI Capabilities - The app includes an "AI Circle" feature, allowing users to create personalized AI entities for interaction, and offers a "soul matching" function for one-on-one AI interactions [10]. - The digital assistant connects various services, including JD.com’s food delivery, health, and financial services, enhancing its utility as a comprehensive agent [12]. - The underlying technology, Joy AI, is noted for its superior reasoning capabilities, with models ranging from 3 billion to 750 billion parameters [13]. Group 3: Future Prospects - JD.com plans to expand the app's capabilities by potentially allowing external agents to join, enriching the functionality [13]. - The app aims to bridge online and offline experiences, enabling users to control physical devices through the app, fostering a two-way data sharing environment [13]. - JD.com envisions the "Ta Ta Ta" app as a key entry point in its strategy to build a trillion-dollar AI ecosystem over the next three years [17].

Core Insights - JD.com is constructing a practical and closed-loop AI system, focusing on transforming its underlying logic centered around the supply chain rather than merely launching AI products [1][3] - The company aims to lead in the takeaway business by 2025, emphasizing a highly responsive supply chain supported by AI technologies [1][2] AI Strategy and Investment - At the JDD2025 conference, JD.com announced its AI panoramic strategy, committing to continuous investment over the next three years to create a trillion-scale AI ecosystem [2] - CEO Xu Ran introduced a new AI value formula: AI value = Model × Experience × Industry Depth, highlighting the importance of practical application and long-term value [2][10] Internal Deployment and Applications - Over 1,000 business scenarios have integrated large model systems, focusing on efficiency and conversion rates rather than the choice of model [2][4] - JD.com is developing AI applications that enhance user experience, such as the "He She It" app for daily tasks and the "JoyInside" platform for hardware integration [5][6] Consumer-Focused AI Innovations - JD.com is creating practical AI products for high-frequency scenarios like shopping and life services, with the "Xiangxi" app serving as a smart assistant [4][5] - The "AI Friends" feature aims to foster ongoing interactions between users and AI, emphasizing companionship rather than replacement [5] B2B AI Integration - JD.com is embedding AI into its core business operations, using real scenarios to validate technology value before offering it to other industries [7][9] - The launch of the "Oxygen" AI technology architecture aims to empower consumers, supply chains, and developers, enhancing the shopping experience [7][8] Logistics and Supply Chain Enhancements - JD.com has deployed over 500 warehouses with its self-developed "Wolf Pack" intelligent devices, improving operational efficiency by 15%-20% [8] - The upgraded "Logistics Brain 2.0" system expands AI capabilities in logistics, enhancing decision-making and collaboration between robots and employees [8] Healthcare and Industrial Applications - JD.com has introduced "Jingyi Qianxun 2.0," a medical model capable of understanding medical language and integrating various data types for comprehensive assessments [9] - The "JoyIndustrial" model provides services to over 10,000 enterprises, potentially optimizing costs across the supply chain by up to 6.77 trillion yuan [9][10] Conclusion - JD.com is not merely creating standalone AI products but is integrating AI into existing service systems, enhancing efficiency and trustworthiness across various applications [6][10]

Core Insights - JD.com is constructing a practical and closed-loop AI system, focusing on transforming its underlying logic centered around the supply chain rather than merely launching a series of AI products [1][6]. Group 1: AI Strategy and Implementation - JD.com is embedding AI into its familiar systems, enhancing its supply chain, logistics, retail, and industrial operations, thereby gradually transforming the entire industry chain [2][18]. - The company aims to create a trillion-scale AI ecosystem over the next three years, as announced during the JDD2025 Global Technology Explorers Conference [2][12]. - JD.com’s CEO proposed a new AI value formula: AI value = Model × Experience × Industry Depth², emphasizing the importance of practical application and industry integration [3][5]. Group 2: Consumer-Facing AI Applications - JD.com is focusing on practical AI applications for consumers, such as the "Xiangxi" app, which integrates shopping and life services, allowing users to place orders and book services through voice commands [8][9]. - The "He Ta Ta" app aims to create a new way of human-AI interaction, emphasizing voice and video communication, and providing assistance in daily tasks [9][10]. - JD.com has launched the "JoyInside" platform to enhance hardware products with standardized dialogue and interaction capabilities, significantly improving user engagement [11][12]. Group 3: B2B AI Integration - JD.com is adopting a solid approach by validating AI technology through real business scenarios before expanding its platform to serve more enterprises and industry segments [13][18]. - The company has introduced the "Oxygen" AI technology architecture for e-commerce, enhancing consumer shopping experiences through advanced understanding and recommendation systems [14][15]. - In logistics, JD.com has deployed over 500 warehouses with its self-developed "Wolf Pack" intelligent devices, improving operational efficiency by 15% to 20% [15][16]. Group 4: Healthcare and Industrial AI Applications - JD.com has launched "Jingyi Qianxun 2.0," a medical model capable of understanding medical language and integrating various data types for comprehensive judgment [16]. - The "JoyIndustrial" model provides services to over 10,000 enterprises, leveraging extensive industrial data for product recognition and standardized management [16][18]. - JD.com’s "Trillion Cost Reduction Model" has the potential to optimize costs across the entire supply chain by up to 6.77 trillion yuan, particularly benefiting complex manufacturing operations [16].

Core Insights - JD.com emphasizes a sustainable AI development strategy aimed at creating real value for industries, rather than pursuing short-term gains [2] - The company plans to invest significantly over the next three years to build a trillion-scale AI ecosystem [2] Group 1: AI Product Launches - JD.com introduced three AI products targeting personal users, enhancing shopping and service experiences [3] - The JD Xi App serves as a comprehensive shopping and service platform, integrating AI for product selection and transaction optimization [3] - The "He, She, It" App features a digital assistant capable of answering questions and facilitating user interaction with AI devices [3] - JoyInside focuses on smart device interaction, significantly increasing user engagement with connected hardware [3] Group 2: AI Applications in Industries - JD.com has implemented four major AI applications across key industries to enhance supply chain efficiency [4] - In logistics, the upgraded Logistics Super Brain model 2.0 enables decision-making and execution, addressing complex packaging challenges [4] - The retail sector will see the launch of the Oxygen e-commerce AI framework, enhancing shopping efficiency through intelligent search features [4] - In healthcare, JD.com introduced the JD Medical Inquiry 2.0 model, capable of interpreting medical reports and simulating clinical diagnoses [4] - The industrial sector benefits from the JoyIndustrial model, which serves over 10,000 enterprises and identifies significant cost-saving opportunities [4] Group 3: AI Ecosystem Development - JD.com plans to open its logistics and healthcare data resources to foster AI ecosystem collaboration [6] - The company is upgrading its AI infrastructure, including the launch of a brand ambassador digital human and an open-source intelligent agent platform [6] - The JoyCode platform aims to reduce product development cycles by 30% through the integration of intelligent agent technology [6] - The conference featured various AI interaction experiences and forums to promote industry collaboration and resource sharing [6]

Core Viewpoint - JD.com announced at the JD Global Technology Explorer Conference (JDD) that it will continue to invest in building a trillion-scale artificial intelligence ecosystem over the next three years, showcasing its comprehensive AI layout and launching multiple AI-driven products and applications [1][3]. Investment and Product Launch - JD.com is set to invest significantly in AI, aiming to create a trillion-yuan ecosystem [3]. - The company launched three AI-native applications: Jingxi App, Ta Ta, and JoyInside 2.0, marking a shift from traditional e-commerce to AI-driven interactions [3][5]. - JoyInside 2.0 has already integrated with over 30 brands, enhancing user experience through personalized recommendations [4][5]. AI Ecosystem and Applications - JD.com is focusing on deep applications of AI in its supply chain, with successful implementations in retail, logistics, healthcare, and industrial sectors [7][10]. - The upgraded Super Brain Model 2.0 in logistics aims to enhance operational efficiency through autonomous decision-making and collaboration among smart devices [10]. - In healthcare, JD Health is advancing its medical model, while in the industrial sector, JD.com has developed a model serving over 10,000 enterprises [10]. Market Context and Competitive Landscape - The AI landscape is evolving from a focus on model performance to practical applications, with major companies competing to demonstrate real-world use cases [11][13]. - JD.com is strategically investing in robotics and AI startups to strengthen its position in the AI ecosystem [13]. - The AI sector is experiencing significant growth, with predictions of the Chinese AI market exceeding $30 billion by 2024, driven by increasing demand and clear business models [14].

Core Insights - JD.com announced a commitment to invest in creating a trillion-scale AI ecosystem over the next three years, showcasing its AI landscape at the JD Global Technology Explorer Conference (JDD) [1][2] - The company's stock price surged nearly 7% following the announcement, indicating strong market confidence in its AI strategy [1] Product Launches - JD.com introduced three AI-native applications: Jingxi App, Ta Ta Ta, and JoyInside 2.0, aiming to leverage AI for new interactive experiences beyond traditional e-commerce [2] - The Jingxi App is positioned as a "next-generation shopping and lifestyle service super portal," focusing on hyper-personalized recommendations [2] - The Ta Ta Ta app features the updated JoyAI model, offering a versatile AI assistant capable of various tasks, including weather updates and food delivery [2] - JoyInside 2.0, the first "embodied intelligence platform" in the industry, has over 30 hardware brands integrated, enhancing user interaction across devices [2] Supply Chain Applications - JD.com emphasizes AI's role in transforming its supply chain, which is central to its strategy, with successful implementations in retail, logistics, healthcare, and industrial sectors [3][4] - The retail sector has seen the integration of over 50 AI tools, assisting more than 300 million merchants with decision-making processes [4] - In logistics, the upgraded Super Brain Model 2.0 enhances operational efficiency through autonomous decision-making and collaboration among devices [5] - JD Health continues to develop the "Jingyi Qianxun 2.0" model, a pioneering medical AI model with advanced capabilities [5] Industry Trends - The AI landscape is shifting from a focus on model performance to practical applications, with companies increasingly showcasing real-world use cases [6] - Major tech firms are investing heavily in AI, with Alibaba committing 380 billion yuan over three years and ByteDance making significant investments in healthcare AI [7] - The AI sector is experiencing a surge in stock performance, with the A-share AI sector up nearly 80% this year, driven by rapid application deployment and commercialization [8][9]

Core Viewpoint - JD.com announced at the JD Global Technology Explorer Conference (JDD) that it will invest continuously over the next three years to create a trillion-scale artificial intelligence ecosystem [1][4]. Group 1: AI Ecosystem Development - JD.com showcased a comprehensive AI layout, upgrading its "JoyAI" model brand and launching three consumer-facing products, four application scenarios, and three deep platforms [1][4]. - The company aims to extend its supply chain advantages to the user end through these AI-driven innovations [1][4]. Group 2: Product Launches - The three newly launched AI-native applications include the JD Xi App, Ta Ta Ta, and JoyInside 2.0, marking a shift from traditional e-commerce to AI-driven new interactions [4][5]. - JoyInside 2.0 has already integrated with over 30 brands, while the JD Xi App is positioned as a "next-generation shopping and lifestyle service super portal" [5]. Group 3: Supply Chain and Application Scenarios - JD.com is focusing on deep applications in supply chain management, with AI reshaping its core strategy across retail, logistics, health, and industrial sectors [8][9]. - In the retail sector, over 50 AI tools are currently serving more than 3 million merchants, assisting in over 30 million operational decisions weekly [9]. Group 4: Market Trends and Competitive Landscape - The AI landscape is shifting from a focus on model performance to practical applications, with major companies emphasizing real-world use cases and effectiveness [12]. - JD.com is strategically investing in the "embodied intelligence" sector, having made several investments in robotics companies since June [13]. Group 5: Financial Market Impact - Following the announcement, JD.com's stock price in Hong Kong saw an intraday increase of nearly 7% [2]. - The AI sector has experienced significant growth, with the A-share AI sector rising nearly 80% year-to-date, indicating strong market interest and investment [14].