一个月前，OpenAI与全美最大的零售商沃尔玛达成合作，沃尔玛CEO道格·麦克米伦公开表示，多年来消费者一直用搜索框浏览冗长的商品清单，"这种情 况即将改变"。 再往前推半个月，两家知名电商Etsy和Shopify也倒向了OpenAI的阵营。AI正在从幕后（广告技术）走向台前（零售体验），市场对这种变化欢欣鼓舞， 三家公司的股票都在消息宣布后迎来大涨。 华尔街日报惊呼零售平台正在失去线上购物控制权，"ChatGPT应该让零售商感到紧张"的观点也在市场上悄悄蔓延。 但淘宝似乎并不这样看。在沃尔玛与OpenAI达成合作两天后，淘宝开启了今年首个AI全面落地的双11。 在这场全球最大的电商节日中使用AI驱动整个系统，是淘宝天猫技术体系的一次重大范式升级。 从公开数据看，预售开启当天淘宝AI大模型调用次数就已经超过150亿次。 Morgan Stanley年初曾预测称："（在这轮AI竞赛中）真正能赢的公司，可以将AI从实验室转向对客户有意义的商业结果。" 虽然在各种第三方评测中，阿里的AI技术都处于领先梯队，但如果无法最终被用户所感知，这些成绩将最终停留于实验室。 淘宝天猫是阿里的核心业务板块，双11又是最能检验阿里 ...

Group 1 - The core viewpoint of the article emphasizes the transformation of Taotian Group into an "experience-first" e-commerce platform driven by AI, flash sales, and membership connections [2] - AI is becoming a key driver for efficiency and ecosystem reconstruction in e-commerce, moving from a novelty to a practical tool for growth [3][4] - The integration of AI into the search and recommendation systems has led to significant improvements, such as a 20% increase in search relevance and a 10% increase in recommendation click-through rates [7][14] Group 2 - Tmall is redefining consumption and driving growth through a new strategic approach, focusing on enhancing consumer experience and merchant quality during the 17th "Double 11" [20][21] - Tmall's three upgrades include a comprehensive optimization of platform systems, breakthrough growth in flash sales, and deep integration of AI capabilities [23][24] - Flash sales have become a new growth engine, with approximately 37,000 brands and 400,000 stores participating, enhancing the convenience of "see it, get it" for consumers [26][27] Group 3 - Taobao is transitioning from a single e-commerce platform to a comprehensive consumption platform, focusing on high-frequency scenarios and a complete user conversion path [32][33] - The flash sales initiative has significantly increased user engagement, with over 300 million monthly active users in the food delivery sector, leading to a 25% increase in monthly active users and a 20% increase in daily active users [34][35] - The new membership system aims to create a full-service ecosystem, enhancing user loyalty and integrating various life scenarios into the shopping experience [41][42]