“618”憋大招？不卷超级AI入口京东更想当AI硬件“带货一哥”

每日经济新闻05-19 00:04

今年“618”，北京京东总部2号楼里似乎少了一些紧张的气氛。过往随处可见红底白字的“热血”标语，今年被各种AI（人工智能）玩具、机器人抢了风头。　　发布会现场，“装”着AI的学习灯、打印机、炒菜机器人，甚至床垫、轮椅等新奇物品被轮番展示。它们等着在即将到来的“618”亮相、售卖。　　启动会现场的大屏幕上，大促营销玩法、平台规则几乎消失，取而代之的是攀升的AI投入数据、各类AI设备。5月18日，京东...

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Instead of rolling super AI entrance, JD.COM wants to be an AI hardware \"brother with goods\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"09618":1.95,"KJD":0.6,"JD":1.95},"content_text":"今年“618”，北京京东总部2号楼里似乎少了一些紧张的气氛。过往随处可见红底白字的“热血”标语，今年被各种AI（人工智能）玩具、机器人抢了风头。　　发布会现场，“装”着AI的学习灯、打印机、炒菜机器人，甚至床垫、轮椅等新奇物品被轮番展示。它们等着在即将到来的“618”亮相、售卖。　　启动会现场的大屏幕上，大促营销玩法、平台规则几乎消失，取而代之的是攀升的AI投入数据、各类AI设备。5月18日，京东宣布京东“618”将于5月30日晚8点开启。　　京东集团技术委员会主席、京东云总裁曹鹏开场就宣布，今年京东体系AI相关研发投入增长将超200%。数据显示，一季度，在京东App（应用程序）用“京言”辅助购物的用户近8000万，同比增超200%；京东附身智能品牌JoyInside今年将植入超千万台智能硬件设备。　　事实上，AI已在找人、搜索、创意生产以及投放优化等电商关键环节均有提效的实绩，与用户端最近的AI购物也早已不是概念。　　AI全面介入的第一年“618”，不止京东一家准备着。前不久，千问与淘宝全面打通，点开“千问AI购物助手”，即可AI购物。更早前，字节豆包也已开始内测AI购物功能，无需再跳转抖音商城。增量难寻的年中战事，真能借AI重现昔日的增长节奏吗？　　比起超级AI入口，京东更想成为AI硬件销售第一大平台 　　不讲大促节奏、内容和玩法，曹鹏开场直入AI主题。他表示，今年一季度，在京东App用“京言”辅助购物的用户近8000万，同比增长超200%；京东JoyInside今年将植入超千万台智能硬件设备。　　模型层面，今年“618”，京东全栈AI产品矩阵，以及京东JoyAI基础大模型、JoyAI-RA具身智能模型等垂域模型，将全面介入“618”。AI智能硬件上，京东的附身智能品牌JoyInside将升级，从玩具和机器人跨越到家庭中的全品类。　　包括学习场景下的学习灯、魔法打印机，居家场景下的智能床垫、炒菜机器人、智能轮椅等。今年“618”期间，植入JoyInside的京东AI家场景产品群也将首次亮相。　　今年年初，京东成立了“变色龙业务部”，全面承接JoyAI App、JoyInside、数字人等核心AI产品的打造与商业化。京东AI战略中的关键业务线在京东内部被显著提级。　　AI端侧产品、AI智能设备的研发投入以及上市销售，几乎是京东当下所有AI业务线中最重要的一条。如果说字节、阿里想抢下AI时代第一大C端入口，京东瞄准的其实是智能设备第一大销售平台。　　京东想将其在家电数码品类的市场优势，延续到智能硬件产品的销售上。特别是AI端侧产品井喷的2025年，“豆包手机”点燃市场想象，加之具身智能机器人的热度分毫未减，都让京东看到了这个不可错失的机会。　　每经记者了解到，截至目前，JoyInside已与近200个家电、家居、机器人等品牌合作。今年以来，多款搭载京东JoyInside的AI家电、家居及机器人新品陆续上线。　　曹鹏现场透露，京东零售今年还将助推机器人品牌累计销售破100亿元，产品上市周期缩短30%。　　阿里、字节也加注今年“618”AI购物正面对打？ 　　巨头们对AI购物功能的上线筹谋已久。　　5月11日，千问与淘宝全面打通。用户打开千问App，与AI对话，即可完成淘宝上的商品挑选、对比及下单购买；打开淘宝App，点击“千问AI购物助手”，即可AI购物，并使用AI试穿、AI算优惠、AI低价帮抢等功能。　　千问自称，其和淘宝的全面打通，是行业内首次实现从需求理解、商品推荐，到下单、履约、售后的完整购物全流程闭环。　　而在更早之前，字节豆包已经开始内测AI购物功能，无需再跳转抖音商城。不过，豆包的闭环是在豆包内完成下单支付，但商品详情、交易系统、售后履约这些核心环节还是由抖音电商来承接的。　　字节、阿里各有优势。对阿里而言，千问被寄予厚望，成为阿里体系的调度中枢，用其AI能力串联电商、云计算、本地生活等核心业务，从而巩固并扩大生态版图。　　而豆包则在去年阿里、京东、美团疲于“外卖混战”时，悄悄弯道超车，颇有成为新一代超级AI入口的潜力。　　京东则在去年发布了三款面向用户端的AI产品。京东集团CEO许冉还在去年一次活动上，现场演示使用数字人助手“他她它”点咖啡的功能。今年，京东全新购物App“京东AI购”也开启内测。不过比起字节和阿里，京东在流量入口的争夺上，还略显落后。　　除AI购物App之外，硬件入口也成为AI购物争夺的新阵地。今年4月，千问AI眼镜迎来首次OTA（在线升级），淘宝闪购、支付宝支付、点外卖等首批“AI办事”能力同步上线。无独有偶，字节也通过豆包手机试水“硬件+AI比价购物”。　　无论是前端还是中台，AI在电商领域的应用均日渐成熟，AI站上传统电商大促的C位（焦点位置），也向市场释放了一个强有力的信号，电商竞争的核心，正从“流量分配效率”转向“需求理解深度”。AI或许也的确能让电商重新找回增长的节奏，但究竟是谁，还无法轻易下结论。（文章来源：每日经济新闻）","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/2636307076","isCrawlerRequest":true}

“618”憋大招？不卷超级AI入口 京东更想当AI硬件“带货一哥”

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“618”憋大招？不卷超级AI入口京东更想当AI硬件“带货一哥”