技术研发投入激增50%！实体经济时代，京东如何打造AI“超级入口”

澎湃新闻05-14

当前，人工智能正经历从“算力堆积”向“价值创造”、从“大模型比拼”向“具身智能布局”的深刻演进，行业竞争焦点也正从流量入口的争夺，转向商业模式盈利能力的核心较量。AI时代超级流量入口的最终归属尚待观察，但京东围绕供应链场景与产业应用所构筑的独特优势已然显现。　　5月12日，京东集团发布2026年一季度业绩。数据显示，京东集团2026年一季度，收入3157亿元，在高基数下实现稳健增长，日百品类继续...

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In the era of real economy, how to build AI \"super entrance\" in JD.COM","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"KJD":0.6,"JD":1.97,"09618":1.97},"content_text":"当前，人工智能正经历从“算力堆积”向“价值创造”、从“大模型比拼”向“具身智能布局”的深刻演进，行业竞争焦点也正从流量入口的争夺，转向商业模式盈利能力的核心较量。AI时代超级流量入口的最终归属尚待观察，但京东围绕供应链场景与产业应用所构筑的独特优势已然显现。　　5月12日，京东集团发布2026年一季度业绩。数据显示，京东集团2026年一季度，收入3157亿元，在高基数下实现稳健增长，日百品类继续保持同比双位数增长；服务收入同比增长20.6%。用户规模和购物频次保持强劲增长，从2023年四季度以来已实现连续10个季度的双位数增长。　　此外，技术研发投入呈现强烈的激增信号，继2025年四季度技术研发投入同比增长66%后，本季度增速再超50%。与此同步浮出水面的，是一个更宏大的战略目标——依托于超级供应链深度嵌入零售、物流、健康、工业等数千个细分场景，京东的AI构建了从基础设施、产业厚度、用户体验的全链条布局，让AI在与物理世界的交互中创造服务实体经济的AI生产力，将京东建成全球最大的物理世界运营中心。　　模型能力突破：开源引领与极致效率　　在模型能力层，京东通过开源策略打破行业壁垒，推出了两款核心模型，分别解决语言与视觉领域的关键难题。　　京东首次开源基础大模型JoyAI-LLM Flash的Instruct版本。该模型创新引入基于“纤维丛”理论的FiberPO强化学习方法，在19个权威基准测试中表现优异，同等参数规模下跻身行业一梯队。其核心优势在于高效响应、轻量化部署与高精确度，可精准适配代码开发、智能体搭建及终端应用。特别是在适配近期火爆的“龙虾”智能体场景时，该模型展现出惊人的成本优势：在完成同一任务且正确率持平的情况下，其消耗的Token仅为业界其他大模型的1/4或1/5。这一突破为开发者与中小企业提供了高性价比的模型底座，大幅降低了AI技术的使用门槛。　　针对图像生成领域的痛点，京东探索研究院开源自研的JoyAI-Image-Edit一体化图像模型。该模型空间理解与编辑能力达到世界一流水平，彻底解决了传统模型空间逻辑混乱的行业难题。它具备视角变换、空间漫游、物体空间关系操控三大辨识度极高的空间编辑能力，并全面兼容15类通用编辑能力。该模型突破场景限制，广泛应用于电商内容生产、创意设计制作、3D模型重建及具身智能视觉感知等领域。尤其在具身智能中，其强大的空间理解能力成为机器人“理解世界”的核心基础。　　技术底层筑基：全栈闭环与算力普惠　　强大的模型能力离不开坚实的底层支撑。在技术底层，京东云已形成国产化算力适配的全栈技术闭环。　　自研的JoyScaleAI算力平台如同“算力操作系统”，实现了对多种主流国产芯片的异构纳管与统一调度，有效解决了企业面临的算力适配难题，确保不同硬件环境下的稳定运行。　　自研的“京东云海”AI存储系统位列IO500全球前四，为千亿至万亿级参数大模型的全生命周期训练提供了坚实底座，保障了海量数据的高效读写与存储安全。　　在研发效能层面，AI已深度融入京东的“代码血管”，显著提升了创新速度截至2025年底，JoyCode智能编码平台已服务上万名研发人员，年生成代码超10亿行，内部AI生成代码占比已达40%。这一数据不仅体现了技术的成熟度，更标志着研发模式的根本性变革。　　JoyAgent智能体平台已在内部落地超5万个生产级智能体，广泛赋能业务洞察与运营优化，让AI从辅助工具转变为业务决策的核心参与者。　　产业普惠与生态激活：从数字人到具身智能　　京东不仅关注技术本身，更致力于通过技术普惠推动产业数字化转型，构建万亿级生态。　　京东向商家免费开放数字人直播服务，依托JoyAI大模型与三大技术突破，率先推出“自由态数字人”，针对家电家居、时尚服饰等五大行业，该数字人打破了传统动作僵硬、姿态固定的局限，支持自然走动、灵活摆姿、镜头跟随及出画入画流畅，即便在脸部遮挡下也能保持高保真质感。截至目前，服务覆盖商家数量已突破7万家，助力商家快速搭建7×24小时不间断直播间。　　为从源头破解具身智能领域真实场景数据匮乏的痛点，京东将发挥零售、物流、工业等场景优势，建成全球规模最大、场景最全的具身智能数据采集中心。京东将发动内部超10万名员工及外部最多50万各行业人员（其中宿迁将发动超10万市民），开展“人类规模最大的数据采集行动”。未来一年内将积累500万小时人类真实场景视频数据，两年内超1000万小时，并同步采集100万小时机器人本体数据，推动产业从算法仿真迈向真实数据驱动。　　依托10余年多场景智能交互沉淀，京东推出JoyInside附身智能，为智能家电、机器人植入“高情商大脑”。其具备超拟人对话、全年龄段适配、言行高度协调等优势。2026年初新增“欢乐星球社交玩法”与TTS语音升级，联合京东京造打造国内首个跨品类智能硬件社交网络，实现多设备互联互通并覆盖八大方言交互。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2635761047","isCrawlerRequest":true}