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「注意力经济」下,AI 生活助手能否解锁生服「新」刚需?
机器之心· 2025-10-19 01:30
机器之心PRO · 会员通讯 Week 42 --- 本周为您解读 ② 个值得细品的 AI & Robotics 业内要事 --- 1.「注意力经济」下,AI 生活助手能否解锁生服「新」刚需? 各大厂 AI 助手功能升级的背后,是否能真正有效满足用户需求?AI 助手的多元化路径,能否避免同质化的市场困境?内容超载、注意力被抢夺的时代下,AI 生活助手的机会来了?AI 助手在面 对复杂任务时的短板,如何影响用户信任与长期留存?... 2.State of AI 2025:霍桑效应下,AI 是「赚钱机器」还是「泡沫机器」? AI的「推理之年」有哪些水分?哪些AI公司赚到钱了?什么是霍桑效应?AI知道自己被测试会有何负面影响?开闭源模型之争有何发展?什么是AI的「百亿美元时代」?AI创企的营收在以什么 势头增长?... 本期通讯总计 22942 字,可免费试读至 9% 消耗 288 微信豆可兑换完整本期解读(约合人民币 28.8 元) 要事解读① 「注意力经济」下,AI 生活助手能否解锁生服「新」刚需? 引言: 今年以来,有不少国内互联网大厂开始加码 AI 生活助手赛道。在注意力经济盛行的当下,还需面对 TC-PM ...
京东集团:2025 年京东全球科技探索者大会 —— 核心要点:以京东人工智能应用与智能体赋能多行业;买入
2025-09-29 02:06
Summary of JD.com Inc. Conference Call Company Overview - **Company**: JD.com Inc. (JD) - **Industry**: E-commerce and Logistics in China Key Takeaways from JDDiscovery 2025 Conference 1. **AI Strategy**: JD.com plans to invest significantly in AI over the next three years, aiming to create a trillion-dollar AI ecosystem. The company defines AI's value as "Model x user experience x the square of industrial depth" [1][9] 2. **Smart Shopping Guide**: The company will launch 'Aigou', a smart shopping guide in October, utilizing multimodal AI and natural language processing to enhance user experience and shopping efficiency [1][9] 3. **New AI Products**: JD.com introduced several AI products, including: - JoyAgent 3.0: A 100% open-source AI agent - Jingxi ('京犀'): A comprehensive shopping and life services app - Tatata ('他她它'): A digital human assistant for user inquiries - JoyInside: Embodied intelligence for smart devices [1][9][10] 4. **AI Application Scenarios**: The company highlighted various AI applications, such as: - Digital Human Platform 4.0, which reduces live broadcast costs to 1/10 of a real person - JoyCode2.0, which shortens product development time by 30% [1][10] Financial Performance and Projections 1. **Revenue Growth**: JD.com anticipates continued above-industry retail growth, estimating a 13% top-line growth for the third quarter, supported by strong sales in general merchandise and mobile/iPhone 17 [2] 2. **Investment in Food Delivery**: The company plans to invest Rmb 13 billion in its food delivery initiative, which may lead to short-term profit weakness but is expected to enhance user traffic and delivery capabilities in the long run [2] 3. **Target Prices**: Goldman Sachs maintains a Buy rating with target prices of US$45 and HK$174, indicating an upside potential of 30.4% and 31.3% respectively [2][11] Additional Insights 1. **Sustainable AI Development**: JD.com emphasizes the importance of sustainable AI that creates real value for industries rather than pursuing trendy AI solutions [9] 2. **B2B Scenarios**: The company plans to open various B2B scenarios and supply chain data to support AI model training and application testing [9] 3. **Healthcare AI**: JD Health AI Hospital 1.0 was launched, featuring agents that simulate doctors and pharmacists, serving over 150 million users with a 97% satisfaction rate [10] Conclusion JD.com is positioning itself as a leader in AI and e-commerce through strategic investments and innovative product offerings. The company's focus on sustainable development and enhancing user experience is expected to drive future growth and profitability.
00后的第一个AI硬件,藏着京东的野心
虎嗅APP· 2025-09-28 10:56
Core Viewpoint - The global robotics market is projected to exceed $1.2 trillion by 2030, indicating a significant growth opportunity despite previous uncertainties in business monetization paths [3][7]. Group 1: Industry Trends - The robotics industry has faced a period of unclear business paths, with companies focusing on long-term value creation rather than immediate financial returns [6][7]. - A shift is expected by 2025, driven by advancements in embodied intelligence and increased investment activity, leading to a more structured ecosystem [8][9]. Group 2: JD's Strategic Positioning - JD has launched its embodied intelligence brand, JoyInside, aiming to become a key player in the robotics market by providing both hardware and software solutions [12][14]. - JoyInside offers a comprehensive solution that integrates hardware, software, and ecosystem support, addressing the technical gaps faced by traditional robotics companies [18][39]. Group 3: AI Toy Market Dynamics - The AI toy market is anticipated to surpass $10 billion by 2030, with a growth rate exceeding 70%, attracting significant interest from major players [21][22]. - JoyInside enhances AI toys by providing intelligent interaction capabilities, making them more appealing to consumers and increasing user engagement [25][27]. Group 4: Competitive Advantages - JD's JoyInside platform leverages its extensive retail experience and data to optimize user interactions and improve the overall customer experience [39][41]. - The integration of JoyInside into various AI products has shown significant improvements in user engagement, with some products experiencing over 120% increase in interaction [31][43].
刘强东挂帅京东AI研究院,开启全球招募!京东Agent“军团”能否后发制人?
Mei Ri Jing Ji Xin Wen· 2025-09-26 14:53
Core Insights - JD.com is enhancing its AI capabilities by upgrading its research institute and appointing founder Liu Qiangdong as the head, aiming to recruit AI scientists globally [1] - The company launched three new user-facing applications, including "Jingxi," "Tata," and "JoyInside," as part of its AI strategy [1] - The year 2025 is anticipated to be the "AI Agent Year," with JD.com showcasing its AI Agent capabilities at the JD Global Technology Explorer Conference [1][2] AI Agent Development - JD.com is embedding AI Agents across its core business operations, focusing on improving efficiency and organizational structure [3] - The "Xiao Qi" AI Agent aims to address traditional shopping pain points by assisting users in product selection, shopping experience, and post-purchase support [3] - JD Logistics is implementing the "Smart Employee" program to enhance efficiency and create a more transparent organizational structure [3] Healthcare Innovations - JD Health is leveraging AI with its "AI Jingyi" system to tackle the challenges of high-quality, accessible, and low-cost healthcare [4] - The "Expert Intelligent Avatar" initiative aims to enhance diagnostic efficiency by utilizing AI to replicate expert consultations, achieving a 50% increase in efficiency [4] Market Trends and Projections - The enterprise-level AI Agent market in China is projected to grow at a compound annual growth rate of 120% from 2023 to 2027, reaching a market size of 65.5 billion yuan by 2027 [6] - IDC predicts that the market for enterprise-level intelligent applications in China could exceed $27 billion by 2028 [6] - The focus is shifting towards multi-agent collaboration and systematic deployment as major tech companies enter the AI Agent market [6]
刘强东挂帅京东AI研究院 开启全球招募!京东Agent“军团”能否后发制人?
Mei Ri Jing Ji Xin Wen· 2025-09-26 14:51
Group 1 - JD.com announced the upgrade of its research institute, with founder Liu Qiangdong taking the role of director and a global recruitment of AI scientists [2] - The company launched three new user-facing apps: "Jingxi" for shopping and life assistance, "Tata" as a universal digital assistant, and "JoyInside" for immersive applications [2] - The year 2025 is anticipated to be the "AI Agent Year," with JD.com's AI Agent team making a significant appearance at the JD Global Technology Explorer Conference [3][4] Group 2 - JD.com is integrating AI Agent capabilities into its core business, focusing on enhancing efficiency and organizational transformation [5] - The "Xiao Qi" AI Agent aims to address traditional shopping pain points such as product discovery and post-purchase support, serving as both a personal assistant for consumers and a work assistant for employees [6] - The "Smart Employee" initiative within JD Logistics aims to improve efficiency and create a flatter organizational structure through AI [6] Group 3 - JD Health is addressing the "impossible triangle" in healthcare—high quality, high accessibility, and low cost—by developing "expert digital twins" to assist doctors, improving diagnostic efficiency by 50% [7] - The AI Agent "JoyAgent 3.0" serves as an intelligent hub connecting enterprise knowledge, data, and algorithms, with over 20 billion AI interactions recorded [8] - JD.com has open-sourced the JoyAgent, marking a transition from demo stages to practical industry applications, although challenges remain in deployment and human-machine collaboration [8] Group 4 - The enterprise-level AI Agent market in China is projected to grow at a compound annual growth rate of 120% from 2023 to 2027, reaching a market size of 65.5 billion yuan by 2027 [9] - The global market for enterprise-level intelligent agents is expected to exceed $27 billion by 2028, with various platforms emerging to meet diverse needs [9] - The competitive landscape is intensifying as major internet companies like Baidu, Alibaba, Tencent, ByteDance, and 360 enter the AI Agent market, focusing on multi-agent collaboration and systematic deployment [9]
京东将持续投入构建万亿元规模人工智能生态
Zheng Quan Ri Bao Zhi Sheng· 2025-09-25 17:36
本报记者 梁傲男 9月25日,主题为"EnjoyAI"的2025京东全球科技探索者大会在北京举行。京东集团股份有限公司(以下 简称"京东")宣布,未来将持续加码技术投入,带动各个产业,形成万亿元规模的人工智能生态。 当前,人工智能正深刻重塑各行业供应链格局。依托在供应链及多产业场景中积累的技术与实践,京东 已在智算基础设施、模型构建、平台支撑、场景应用及产品落地等方面形成完整能力体系。 此次大会上,京东首次系统展示了京东的AI全景布局,不仅升级"JoyAI"大模型品牌,还发布了三款面 向消费者的产品、四大场景应用以及三大深度平台,致力于将自身的供应链核心能力更直接、更智能地 赋能至终端用户。 为产业创造价值 财报显示,今年第二季度,京东的研发开支达53亿元,同比增长25.7%。自2017年宣布全面向技术转型 以来,截至今年二季度末,京东体系的研发投入已累计超1500亿元。截至第二季度,京东供应链基础设 施资产规模近1700亿元,为技术应用提供了广阔的场景。 重塑供应链 在本次大会上,京东全面展示了其AI全景布局。目前,京东已在智算基础设施、模型、平台、场景及 产品等多个层面构建起完整的能力体系。 "京东在AI ...
京东股价大涨,CEO许冉:未来三年持续投入带动万亿人工智能生态
Sou Hu Cai Jing· 2025-09-25 12:34
Group 1 - JD Group's stock price increased by over 6% during intraday trading, reaching HK$139.3, with a market capitalization of approximately HK$444.03 billion [1] - The stock opened at HK$135.5 and had a trading volume of 24.32 million shares, with a turnover rate of 0.85% [2] - The stock's 52-week high and low are HK$192.3 and HK$111.9, respectively, with a current price-to-earnings ratio of 11.87 [2] Group 2 - JD Group's CEO Xu Ran announced the comprehensive AI strategy and the rebranding of its large model to JoyAI, introducing three new consumer-facing products: Jingxi, Ta Ta, and JoyInside [3] - The company aims to invest continuously over the next three years to develop a trillion-scale AI ecosystem across various industries [3]
盘中大涨超7%,京东发布AI全景图,JoyInside已接入超30家头部品牌
Zheng Quan Shi Bao· 2025-09-25 10:17
Group 1 - The JD Discovery-2025 conference highlighted JD's commitment to developing a trillion-scale AI ecosystem over the next three years, focusing on sustainable and value-creating AI rather than just rapid deployment [1][2] - JD's CEO Xu Ran announced the establishment of the JD Exploration Research Institute, led by founder Liu Qiangdong, to recruit AI scientists globally and collaborate with universities on cutting-edge research in AI and supply chain applications [1] - The stock price of JD surged over 7% during trading, closing approximately 6% higher, following the announcement of its AI strategy [1] Group 2 - JD introduced its upgraded large model brand JoyAI, unveiling three new AI products and four deep AI applications across various scenarios, including the JD Xi APP and the TaTa APP for digital assistance [2] - The company plans to gradually open various industry scenarios and supply chain data for model training and application testing, leveraging JD Cloud's infrastructure to support high-quality model datasets [2] - JD's JoyAI model has achieved full-size coverage, multi-modal support, and algorithmic innovation, with significant advancements in domestic computing power [2] - The company upgraded three AI infrastructure platforms, including the launch of the industry's first brand ambassador digital human, reducing live streaming costs to one-tenth of real human costs [2]
京东许冉:未来三年持续投入构建万亿人工智能生态
Sou Hu Cai Jing· 2025-09-25 09:53
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]
国家吹哨,京东版“智能体”来了!
Qi Lu Wan Bao· 2025-09-25 09:20
"2023年的JDD大会上,我们提出了一个公式:大模型的价值=算法×算力×数据×产业厚度的平方;经过这两年在人工智能上的实践和探索,我们也更新了对 人工智能价值的理解,我们认为人工智能的价值=模型×体验×产业厚度的平方。" 京东集团SEC副主席、京东集团CEO许冉在主题演讲中表示,京东不片面 追求运动式的AI,追求的是可持续发展、真正为产业创造价值的AI。 当前,AI正在重构各个产业的供应链。基于供应链及各个产业场景的创新,京东在智算基础设施、模型、平台、场景和产品领域不断地积累能力。此次大 会上,京东围绕全新升级的大模型品牌JoyAI发布了三大AI产品,四大场景深度AI应用以及多个技术平台。 齐鲁晚报·齐鲁壹点记者 蔡宇丹 8月,国务院发布了《关于深入实施"人工智能+"行动的意见》。这份顶层设计明确指出,到2027年,新一代智能终端、智能体的应用普及率超70%。 这样智能体到底长什么样?能耐有多大?9月25日,在2025京东全球科技探索者大会上,京东系统展示了其AI整体战略布局。在这场大会上,一系列服务于 电商、医疗、工业采购、本地生活的智能体亮相。京东方面表示,未来三年将持续投入,带动各个产业形成万亿规模 ...