交个朋友在618大促中的优异表现，不仅验证了其直播电商业务的持续增长动能，更凸显了其前瞻性布局AI技术的战 略价值。而此次交个朋友在数字人直播上取得的商业化成功，更将成为驱动未来业绩增长的重要引擎。 AI多模态协同技术赋能直播电商新范式 公开数据显示，此次交个朋友与百度优选联合推出的罗永浩数字人直播创下数字人直播带货新纪录，累计观看人次突 破1300万，总成交额(GMV)高达5500万元，其中3C数码、食品饮料等核心品类表现甚至超越5月真人直播同期数据。 今年618大促期间，交个朋友控股(01450)交出了一份喜人的成绩单：截至6月20日，交个朋友的618全平台GMV达21亿 元，同比增长17.2%;订单量超600万单，场观人数突破7.5亿人次。其中，淘宝订单量同比增长65%，抖音增长42%，新 入驻的百度优选平台两场直播GMV突破1.05亿元，数字人直播更凭借超强"技术力"成为行业焦点。 智通财经APP了解到，本次数字人直播的核心技术架构包含五大模块：由"剧本"驱动的数字人多模协同技术、融合了 多模规划和深度思考的"剧本"生成技术、场景中动态决策的实时交互技术、文本自控的语音合成技术和高一致性超拟 真数字人 ...

生成式AI 一、 谷歌Gemini 2.5 正式 版 三箭齐发，首次亮相Flash-Lite 1. 谷歌发布Gemini 2.5全系列模型，其中Flash-Lite版本速度最快、性价比最高，输入仅0.1 美元/百万token； 2. Gemini 2.5在玩宝可梦游戏时展现类人行为，生命值低时会"恐慌"导致推理能力下降； 3. 2.5系列采用稀疏MoE架构，原生支持多模态和百万级token长文本，性能全面超越前代。 https://mp.weixin.qq.com/s/cIfKxjMYxSDnlFLqrA8HlQ 二、 微软分享三大王炸算法：突破大模型推理瓶颈，性能大涨 1. 微软发布三大创新算法rStar-Math、LIPS和CPL，通过蒙特卡洛树搜索和代码增强CoT等 方法突破大模型推理瓶颈； 2. rStar-Math通过自我进化和Python代码验证提升数学推理质量，LIPS结合符号工具和大 模型实现数学证明策略优化； 3. CPL算法通过高层次抽象计划空间搜索和Step-APO学习关键步骤，显著提升模型跨任务 泛化能力。 https://mp.weixin.qq.com/s/egkefqwjc9_3 ...

Core Insights - Baidu's entry into the live e-commerce sector is gaining traction with the debut of the digital human, Luo Yonghao, which achieved a GMV of over 55 million yuan and attracted over 13 million viewers during its first show on Baidu's e-commerce platform [2][6] - The digital human technology has significantly improved, allowing for more natural interactions and emotional expressions, which has impressed both viewers and the creator, Luo Yonghao [2][6][16] - Baidu plans to further integrate digital humans into its e-commerce strategy by collaborating with more top-tier digital hosts and providing subsidies to attract small and medium-sized streamers [2][9] Baidu's E-commerce Strategy - Baidu has re-entered the e-commerce market with the launch of "Baidu Youxuan" in May 2023, focusing on live e-commerce without a dedicated app, instead utilizing the existing Baidu app [9][10] - The company aims to leverage AI technology to reshape e-commerce, promoting features like AI shopping guides and intelligent marketing platforms [10][16] - As of June 2023, over 100,000 merchants are using digital humans for live streaming, with an average daily user scale exceeding 6 million [10] Market Position and Competition - The live e-commerce landscape is dominated by platforms like Douyin and Taobao, with Baidu entering the market later and facing intense competition [10] - Baidu's digital human strategy is seen as a way to differentiate itself in a crowded market, with a focus on AI capabilities [10][16] - The effectiveness of digital humans in live streaming is still under scrutiny, as some platforms have imposed restrictions on their use due to concerns over user experience [15][16] Technological Advancements - The digital human technology has evolved from basic models to more advanced versions that can mimic human interactions and expressions, marking a significant improvement in user engagement [16] - Luo Yonghao's digital human was developed using Baidu's Wenxin large model, showcasing the potential for AI-driven content creation in e-commerce [6][10] - The ongoing development of digital humans aims to achieve a level of realism that can compete with human hosts, with the expectation that they will eventually coexist and complement traditional live streaming [16]

6.18 的前一天，在百度科技园一间报告厅里，两段罗永浩直播带货的视频片段正在大屏幕的两侧依 次播放。其中一条棉柔巾的视频里，罗永浩调侃着男性用户也可以跟着媳妇用上棉柔巾了；另一条视 频里，他吐槽了评论里让他打开瘦脸功能的建议，说自己不是颜值主播。 这两条视频哪个是数字人？百度副总裁、百度电商总经理平晓黎让在场的媒体猜猜看，现场的投票几 乎是平手。 不过，最终的结果出乎大家预料 —— 两段视频其实都来自罗永浩的数字人。 从标志性的 " 罗氏幽默 " ，到语气停顿节奏和微表情的精准捕捉，数字人对罗永浩的复刻几乎达到 以假乱真的突破。以至于当百度随后播放了一段关于罗永浩谈数字人直播感受的真人视频时，不少人 仍下意识怀疑这是 AI 生成的内容。 6 月 15 日，罗永浩数字人在百度电商完成首场直播，吸引超 1300 万人次观看。 GMV 突破 5500 万元，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。 在电商这个讲究 " 即时转化 " 的残酷战场，能卖货的 AI 才是真实力。这场直播不仅验证了百度数 字人技术的商业价值，更揭示了 AI 大模型正从技术秀场转 ...

Group 1 - The first live broadcast featuring the digital persona of Luo Yonghao on Baidu e-commerce attracted over 13 million viewers, achieving a GMV of over 55 million yuan, setting a new record for digital person live streaming sales [1] - The live stream utilized AI to access its knowledge base 13,000 times and generated 97,000 words of product explanation content, with over 8,300 actions performed by Luo Yonghao and the digital assistant [1] - The virtual human technology is transitioning from a one-way output tool to a two-way interactive medium, redefining the e-commerce landscape and meeting the emotional connection needs of younger consumers [1] Group 2 - Fengshang Culture has developed a virtual performance product line, including a virtual performance cloud platform, digital human operator, and virtual performance supplier [2] - Yueliang Media has established a wholly-owned subsidiary focusing on the commercialization of digital humans and virtual IPs, aiming to explore new marketing models in the metaverse [2] - The company is building strong partnerships with leading media platforms and technology service providers to enhance its strategic positioning in emerging industries [2]

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 ...

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 ...

Group 1 - The digital live broadcast by Luo Yonghao on Baidu e-commerce attracted over 13 million viewers, achieving a GMV exceeding 55 million yuan, setting a new record for digital live streaming sales [2] - The live broadcast utilized AI knowledge base 13,000 times, generating 97,000 words of product explanation content, and the digital hosts performed over 8,300 actions [2] Group 2 - Xiaomi's CEO Lei Jun announced the upcoming release of the Xiaomi YU7 at the end of June, along with other significant new products, including the Xiaomi Pad 7S Pro featuring the Xuanjie O1 chip [3] Group 3 - Pop Mart Korea announced the temporary suspension of offline sales for the LABUBU series products due to potential safety concerns at sales venues, prioritizing customer safety and service quality [4] Group 4 - Baidu launched its largest-scale AI talent recruitment plan, AIDU Plan, with a 60% increase in job openings covering 23 core business areas and 11 research directions, including large model algorithms and machine learning [5] Group 5 - Jiyue Automobile reported that after-sales component issues have been largely resolved and announced a partnership with Lynk & Co for after-sales support, with plans to offer an OTA upgrade for intelligent driving assistance in the second half of 2025 [6]

每经记者｜赵雯琪 每经实习编辑｜余婷婷 |2025年6月9日—6月15日| #电商新零售 NO.1 罗永浩数字人在百度电商开启直播首秀 6月15日，罗永浩数字人直播首秀百度电商。此次合作主要得益于百度发布的高说服力数字人等关键技 术突破，为头部主播的合作打开了空间。据了解，罗永浩是首位用数字人直播带货的头部主播。此前有 分析师观点指出，"AI（人工智能）+头部IP"的电商新范式不仅能为用户带来互动新体验，更将推动直 播电商行业向智能化、高效率、低成本方向加速进化。 点评：当下直播电商领域竞争激烈，头部主播资源成为各平台必争之地。百度凭借数字人技术，助力罗 永浩实现AI分身直播，为用户带来新奇体验，也降低直播成本，提升效率。不过，这一创新之举也面 临诸多挑战，具体成效还需时日及更多优质直播实践。 NO.2 阿里离职员工发万字长文，马云回应 近日，阿里巴巴内网的一篇帖子引发热议，钉钉的产研负责人元安（花名）离职时在内网对阿里的发展 历程、存在的问题及原因作出了近万字分析。阿里巴巴创始人马云对该帖子进行了回复，表示"好像人 的成长，阿里的发展也有很多必然要走的路和过程，阿里巴巴在发生变化之中。" 点评：阿里离职员工 ...