+关注
A雄
暂无个人介绍
IP属地：广东
36
关注
0
粉丝
1
主题
0
勋章
主贴
热门
A雄
01-31
$白银/美元(XAGUSD.FOREX)$
A雄
01-23
你来试试就知道了，什么是 AI 幻觉，AI agent ，AI 智能体，AI 美工帮我把这个地方美化一下，这个轮廓线要改一下
阿里AI盈利！电商“大地震”，9成商家或将出局！
A雄
2025-01-30
$道琼斯(.DJI)$
[微笑] [微笑] [微笑] [微笑]
A雄
2021-12-03
$老虎证券(TIGR)$
有那么变态吗
A雄
2020-03-03
哦，哦，哦
A雄
2020-03-02
$特斯拉(TSLA)$
哦
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3457925189800821","uuid":"3457925189800821","gmtCreate":1495266138042,"gmtModify":1769826860274,"name":"A雄","pinyin":"axaxiong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":36,"tweetSize":6,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":"80.71%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.30","exceedPercentage":"93.94%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":527547725931608,"gmtCreate":1769816732147,"gmtModify":1769816733466,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457925189800821","idStr":"3457925189800821"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XAGUSD.FOREX\">$白银/美元(XAGUSD.FOREX)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/XAGUSD.FOREX\">$白银/美元(XAGUSD.FOREX)$ </a><v-v data-views=\"0\"></v-v> ","text":"$白银/美元(XAGUSD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527547725931608","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524878931841176,"gmtCreate":1769170949619,"gmtModify":1769170952145,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457925189800821","idStr":"3457925189800821"},"themes":[],"title":"","htmlText":"你来试试就知道了，什么是 AI 幻觉，AI agent ，AI 智能体，AI 美工帮我把这个地方美化一下，这个轮廓线要改一下","listText":"你来试试就知道了，什么是 AI 幻觉，AI agent ，AI 智能体，AI 美工帮我把这个地方美化一下，这个轮廓线要改一下","text":"你来试试就知道了，什么是 AI 幻觉，AI agent ，AI 智能体，AI 美工帮我把这个地方美化一下，这个轮廓线要改一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524878931841176","repostId":"2605220594","repostType":2,"repost":{"id":"2605220594","kind":"news","pubTimestamp":1769153791,"share":"https://www.laohu8.com/m/news/2605220594?lang=zh_CN&edition=full","pubTime":"2026-01-23 15:36","market":"us","language":"zh","title":"阿里AI盈利！电商“大地震”，9成商家或将出局！","url":"https://stock-news.laohu8.com/highlight/detail?id=2605220594","media":"新浪财经","summary":"AI正从辅助工具，变身电商生态的新基建，从商家到用户整个产业的价值链条将会被彻底重构。近期，阿里巴巴宣布其电商业务中的AI投入已实现收支平衡，AI在电商领域的应用已从概念性工具逐渐演变为行业新基建。重构电商命脉在电商巨头的阿里巴巴被拼多多市值反超后，阿里内部积极反思，并明确了“AI电商”的核心战略，时隔两年，阿里总算在这一战略之下拿到了结果。让AI成为标准化员工，是对于电商企业主最直观的利好。","content":"<html><body><article><p>阿里在此一役中取得的成果，不仅是一个电商巨头的自我革新，更是整个行业未来发展的新趋势。AI正从辅助工具，变身电商生态的新基建，从商家到用户整个产业的价值链条将会被彻底重构。</p><p>过去，电商行业的竞争是关于“渠道”和“匹配”的效率战。电商运营，更像是在一个规则明确的“考场”里做“应试教育”。平台提供规则（关键词排名、直通车出价），商家基于规则去“刷题”（堆砌关键词）。谁更“卷”，谁更懂“题海战术”，谁就能获得高分（流量）。</p><p>而当分发逻辑被AI重置，等于彻底换了“考卷”和“判卷老师”。</p><p>流量密码将不再是研究平台的“规则空间”，而是深刻理解AI的“工作原理”；不再是“人海战术”的堆砌，而是“人机协同”的策略。未来，流量将流向那些“更懂AI逻辑”的电商企业主。</p><p>AI加持之下，过去需要一个团队（设计、客服、运营）才能完成的工作，现在可能由AI辅助一人完成。也就是说，即便小型商家和新入局者也能借助AI工具，迅速缩小差距，与大品牌在同一起跑线上竞争。</p><p>对于电商企业主而言，这是机遇，也是难题。平台免费开放的AI基础设施，无疑会进一步加剧行业的马太效应，停留在旧运营模式中“闭门造车”式的电商企业主，其生存空间迟早会被AI无情压缩。</p><p>当AI工具帮助电商企业从“重复性劳动”中解放出来，传统电商中的选品、设计、客服等执行性工作的比重随之下降，企业主应将释放出的精力转向更具前瞻性的策略思考：如何从“使用AI工具”转向“构建AI流程”，降本增效，进一步构建新的企业护城河。</p><p>这种转变，必然要求运营模式和角色定位发生根本性的重塑。不仅运营模式需要从“人找货”的被动匹配，彻底转向“货懂人”的主动规划，电商主的角色也将从“流量操盘手”转变为“产品定义官”和“ AI训练 师”。</p><p>商家必须以AI能“听懂”的语言，去描述“用户场景”、“解决的痛点”、“匹配的情绪”和“精准的人群画像”，AI客服和AI数据分析工具的价值也不仅仅是简单地回答问题或拉取表格，而是收集这些数据的最佳抓手。</p><p>这种从执行到策略的角色转变，其难度远超学会几个工具。</p><p>电商下半场的哨声已经吹响，一个以AI为核心生产力的新电商时代即将到来。当AI美工、AI客服成为电商行业像“水电气”一样的标配资源时，电商企业主之间的真正分水岭逐渐显现：</p><p>未来，电商行业的竞争不再是关于“工具”的，而是关于“认知”的。</p><p>今年双11，AI或许比所有人都忙。</p><p>近期，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布其电商业务中的AI投入已实现收支平衡，AI在电商领域的应用已从概念性工具逐渐演变为行业新基建。对于万千投身其中的电商商家而言，AI将成为关乎企业存亡与流量增长的新规则，读懂阿里的AI战略，才能读懂未来电商的流量密码。</p><p>重构电商命脉</p><p>在电商巨头的<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>被<a href=\"https://laohu8.com/S/PDD\">拼多多</a>市值反超后，阿里内部积极反思，并明确了“AI电商”的核心战略，时隔两年，阿里总算在这一战略之下拿到了结果。</p><p>近日，阿里搜推智能产品事业部总裁凯夫在“双十一”的启动发布会上对“AI 电商”进行主题演讲，从他的分享中可以看出，阿里的AI 电商是在其原有的电商基础上，用大模型对“搜索、推荐、广告”这三大电商流量命脉进行了系统性的重构。</p><p>● AI搜索：从“关键词匹配”转向“语义理解”。当用户输入“不卡粉的持妆粉底液”这类复杂需求，AI能理解其真实意图，匹配最合适的商品。据阿里测试，商品相关性提升了20%。</p><p>●AI推荐：从“行为相似”转向“兴趣抽象”。AI能推理出一个购买婴儿辅食研磨碗的用户可能是“新手父母”，进而推荐6个月+宝宝的相关产品，而非更多碗具。试运行点击量提升了10%。</p><p>●AI广告：通过精准投、动态出价，帮助商家的ROI（投资回报率）提升了12%。</p><p>图源：南鲸财经</p><p>在商家侧，阿里正试图为平台上的每个商家都配备一个“AI经营全家桶”。目前免费开放了包括AI美工、AI数据分析、AI客服、AI营销与投放等多个维度的AI工具，极大降低了中小商家的AI使用门槛。</p><p>而用户侧，则是将AI功能潜移默化地嵌入现有的购物流程，推出包括AI试穿、拍立搜（多模态搜索）、AI万能搜、AI清单等原生功能，解决用户的复杂决策痛点。</p><p>这样全方位的生态之下，AI将不再是锦上添花的工具，而是驱动GMV增长、提升运营效率的核心引擎。</p><p>驱动电商革命</p><p>AI带来的不仅是工具的革新，更是一场从“人找货”到“货懂人”的底层逻辑革命。当电商平台的AI投入开始盈利，这也意味着平台未来所有的资源、流量和工具或许都将围绕这一“利润中心”来构建，抗拒AI，就是抗拒平台的核心战略方向。这也迫使电商企业主必须将AI能力“内化”为企业的基础设施，从根本上重塑运营流程，让AI从辅助角色转变为核心生产力。</p><p>让AI成为标准化员工，是对于电商企业主最直观的利好。</p><p>以AI美工、AI客服和AI数据分析为代表的工具，正在将过去非标准、高成本的专业工作“标准化”和“普惠化”。过去受限于成本和精力，中小商家无法实现精细化运营。而现在，AI客服可7x24小时在线，AI美工能低成本批量出图，AI数据分析提供每日洞察。中小商家与大品牌在基础运营能力上的鸿沟，正在被AI工具无限缩小。学会在不同的场景下，使用合适的AI进行业务赋能，将是未来的电商企业主们最核心的竞争力。</p><p>然而，当工具被普及时，竞争的维度也随之升级。AI在拉平基础操作门槛的同时，也拉高了战略和精细化运营的门槛。</p><p>新电商运营模式中，流量逻辑从“关键词匹配”转向“语义优化”，传统电商运营中关键词堆砌的模式已经滞后，新模式下需要在商品详情页以文字形式更清晰、明确地描述商品核心特征、适用场景、解决痛点及目标用户群体，帮助AI更充分地理解商品，从而实现用户的精准匹配。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里AI盈利！电商“大地震”，9成商家或将出局！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里AI盈利！电商“大地震”，9成商家或将出局！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 15:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123155440a44d6b03&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里在此一役中取得的成果，不仅是一个电商巨头的自我革新，更是整个行业未来发展的新趋势。AI正从辅助工具，变身电商生态的新基建，从商家到用户整个产业的价值链条将会被彻底重构。过去，电商行业的竞争是关于“渠道”和“匹配”的效率战。电商运营，更像是在一个规则明确的“考场”里做“应试教育”。平台提供规则（关键词排名、直通车出价），商家基于规则去“刷题”（堆砌关键词）。谁更“卷”，谁更懂“题海战术”，谁就能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123155440a44d6b03&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4588":"碎股","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4565":"NFT概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4503":"景林资产持仓","BK4502":"阿里概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4505":"高瓴资本持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4504":"桥水持仓","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4607":"DeepSeek概念股","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4220":"综合零售","BK4524":"宅经济概念","BK4527":"明星科技股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK4122":"互联网与直销零售","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4575":"芯片概念","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK4579":"人工智能","BK4614":"Manus概念股","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK4581":"高盛持仓","BK4543":"AI","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4531":"中概回港概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","09988":"阿里巴巴-W","BK4535":"淡马锡持仓","BK4538":"云计算","BABA":"阿里巴巴","BK4548":"巴美列捷福持仓","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK4554":"元宇宙及AR概念","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4585":"ETF&股票定投概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","BK4587":"ChatGPT概念","BK4558":"双十一","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046421795.USD":"富达环球科技A-ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123155440a44d6b03&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605220594","content_text":"阿里在此一役中取得的成果，不仅是一个电商巨头的自我革新，更是整个行业未来发展的新趋势。AI正从辅助工具，变身电商生态的新基建，从商家到用户整个产业的价值链条将会被彻底重构。过去，电商行业的竞争是关于“渠道”和“匹配”的效率战。电商运营，更像是在一个规则明确的“考场”里做“应试教育”。平台提供规则（关键词排名、直通车出价），商家基于规则去“刷题”（堆砌关键词）。谁更“卷”，谁更懂“题海战术”，谁就能获得高分（流量）。而当分发逻辑被AI重置，等于彻底换了“考卷”和“判卷老师”。流量密码将不再是研究平台的“规则空间”，而是深刻理解AI的“工作原理”；不再是“人海战术”的堆砌，而是“人机协同”的策略。未来，流量将流向那些“更懂AI逻辑”的电商企业主。AI加持之下，过去需要一个团队（设计、客服、运营）才能完成的工作，现在可能由AI辅助一人完成。也就是说，即便小型商家和新入局者也能借助AI工具，迅速缩小差距，与大品牌在同一起跑线上竞争。对于电商企业主而言，这是机遇，也是难题。平台免费开放的AI基础设施，无疑会进一步加剧行业的马太效应，停留在旧运营模式中“闭门造车”式的电商企业主，其生存空间迟早会被AI无情压缩。当AI工具帮助电商企业从“重复性劳动”中解放出来，传统电商中的选品、设计、客服等执行性工作的比重随之下降，企业主应将释放出的精力转向更具前瞻性的策略思考：如何从“使用AI工具”转向“构建AI流程”，降本增效，进一步构建新的企业护城河。这种转变，必然要求运营模式和角色定位发生根本性的重塑。不仅运营模式需要从“人找货”的被动匹配，彻底转向“货懂人”的主动规划，电商主的角色也将从“流量操盘手”转变为“产品定义官”和“ AI训练 师”。商家必须以AI能“听懂”的语言，去描述“用户场景”、“解决的痛点”、“匹配的情绪”和“精准的人群画像”，AI客服和AI数据分析工具的价值也不仅仅是简单地回答问题或拉取表格，而是收集这些数据的最佳抓手。这种从执行到策略的角色转变，其难度远超学会几个工具。电商下半场的哨声已经吹响，一个以AI为核心生产力的新电商时代即将到来。当AI美工、AI客服成为电商行业像“水电气”一样的标配资源时，电商企业主之间的真正分水岭逐渐显现：未来，电商行业的竞争不再是关于“工具”的，而是关于“认知”的。今年双11，AI或许比所有人都忙。近期，阿里巴巴宣布其电商业务中的AI投入已实现收支平衡，AI在电商领域的应用已从概念性工具逐渐演变为行业新基建。对于万千投身其中的电商商家而言，AI将成为关乎企业存亡与流量增长的新规则，读懂阿里的AI战略，才能读懂未来电商的流量密码。重构电商命脉在电商巨头的阿里巴巴被拼多多市值反超后，阿里内部积极反思，并明确了“AI电商”的核心战略，时隔两年，阿里总算在这一战略之下拿到了结果。近日，阿里搜推智能产品事业部总裁凯夫在“双十一”的启动发布会上对“AI 电商”进行主题演讲，从他的分享中可以看出，阿里的AI 电商是在其原有的电商基础上，用大模型对“搜索、推荐、广告”这三大电商流量命脉进行了系统性的重构。● AI搜索：从“关键词匹配”转向“语义理解”。当用户输入“不卡粉的持妆粉底液”这类复杂需求，AI能理解其真实意图，匹配最合适的商品。据阿里测试，商品相关性提升了20%。●AI推荐：从“行为相似”转向“兴趣抽象”。AI能推理出一个购买婴儿辅食研磨碗的用户可能是“新手父母”，进而推荐6个月+宝宝的相关产品，而非更多碗具。试运行点击量提升了10%。●AI广告：通过精准投、动态出价，帮助商家的ROI（投资回报率）提升了12%。图源：南鲸财经在商家侧，阿里正试图为平台上的每个商家都配备一个“AI经营全家桶”。目前免费开放了包括AI美工、AI数据分析、AI客服、AI营销与投放等多个维度的AI工具，极大降低了中小商家的AI使用门槛。而用户侧，则是将AI功能潜移默化地嵌入现有的购物流程，推出包括AI试穿、拍立搜（多模态搜索）、AI万能搜、AI清单等原生功能，解决用户的复杂决策痛点。这样全方位的生态之下，AI将不再是锦上添花的工具，而是驱动GMV增长、提升运营效率的核心引擎。驱动电商革命AI带来的不仅是工具的革新，更是一场从“人找货”到“货懂人”的底层逻辑革命。当电商平台的AI投入开始盈利，这也意味着平台未来所有的资源、流量和工具或许都将围绕这一“利润中心”来构建，抗拒AI，就是抗拒平台的核心战略方向。这也迫使电商企业主必须将AI能力“内化”为企业的基础设施，从根本上重塑运营流程，让AI从辅助角色转变为核心生产力。让AI成为标准化员工，是对于电商企业主最直观的利好。以AI美工、AI客服和AI数据分析为代表的工具，正在将过去非标准、高成本的专业工作“标准化”和“普惠化”。过去受限于成本和精力，中小商家无法实现精细化运营。而现在，AI客服可7x24小时在线，AI美工能低成本批量出图，AI数据分析提供每日洞察。中小商家与大品牌在基础运营能力上的鸿沟，正在被AI工具无限缩小。学会在不同的场景下，使用合适的AI进行业务赋能，将是未来的电商企业主们最核心的竞争力。然而，当工具被普及时，竞争的维度也随之升级。AI在拉平基础操作门槛的同时，也拉高了战略和精细化运营的门槛。新电商运营模式中，流量逻辑从“关键词匹配”转向“语义优化”，传统电商运营中关键词堆砌的模式已经滞后，新模式下需要在商品详情页以文字形式更清晰、明确地描述商品核心特征、适用场景、解决痛点及目标用户群体，帮助AI更充分地理解商品，从而实现用户的精准匹配。","news_type":1,"symbols_score_info":{"BABA":1.96,"09988":1.96,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397907216605840,"gmtCreate":1738167561118,"gmtModify":1738186779058,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457925189800821","idStr":"3457925189800821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"0\"></v-v> [微笑] [微笑] [微笑] [微笑] ","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"0\"></v-v> [微笑] [微笑] [微笑] [微笑] ","text":"$道琼斯(.DJI)$ [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397907216605840","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601513597,"gmtCreate":1638542580129,"gmtModify":1638545381804,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457925189800821","idStr":"3457925189800821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>有那么变态吗","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>有那么变态吗","text":"$老虎证券(TIGR)$有那么变态吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601513597","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983830463,"gmtCreate":1583210982752,"gmtModify":1704349032184,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457925189800821","idStr":"3457925189800821"},"themes":[],"htmlText":"哦，哦，哦","listText":"哦，哦，哦","text":"哦，哦，哦","images":[{"img":"https://static.tigerbbs.com/4464e6237fd7bca8ce19e32c9fb27952","width":"1080","height":"1716"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983830463","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":983109273,"gmtCreate":1583162471392,"gmtModify":1704348871813,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457925189800821","idStr":"3457925189800821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>哦","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>哦","text":"$特斯拉(TSLA)$哦","images":[{"img":"https://static.tigerbbs.com/0ed3e3a470d814b0e49d2b190070b571","width":"1080","height":"1371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/983109273","isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":983109273,"gmtCreate":1583162471392,"gmtModify":1704348871813,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457925189800821","authorIdStr":"3457925189800821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>哦","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>哦","text":"$特斯拉(TSLA)$哦","images":[{"img":"https://static.tigerbbs.com/0ed3e3a470d814b0e49d2b190070b571","width":"1080","height":"1371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/983109273","isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":527547725931608,"gmtCreate":1769816732147,"gmtModify":1769816733466,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457925189800821","authorIdStr":"3457925189800821"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XAGUSD.FOREX\">$白银/美元(XAGUSD.FOREX)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/XAGUSD.FOREX\">$白银/美元(XAGUSD.FOREX)$ </a><v-v data-views=\"0\"></v-v> ","text":"$白银/美元(XAGUSD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527547725931608","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524878931841176,"gmtCreate":1769170949619,"gmtModify":1769170952145,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457925189800821","authorIdStr":"3457925189800821"},"themes":[],"title":"","htmlText":"你来试试就知道了，什么是 AI 幻觉，AI agent ，AI 智能体，AI 美工帮我把这个地方美化一下，这个轮廓线要改一下","listText":"你来试试就知道了，什么是 AI 幻觉，AI agent ，AI 智能体，AI 美工帮我把这个地方美化一下，这个轮廓线要改一下","text":"你来试试就知道了，什么是 AI 幻觉，AI agent ，AI 智能体，AI 美工帮我把这个地方美化一下，这个轮廓线要改一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524878931841176","repostId":"2605220594","repostType":2,"repost":{"id":"2605220594","kind":"news","pubTimestamp":1769153791,"share":"https://www.laohu8.com/m/news/2605220594?lang=zh_CN&edition=full","pubTime":"2026-01-23 15:36","market":"us","language":"zh","title":"阿里AI盈利！电商“大地震”，9成商家或将出局！","url":"https://stock-news.laohu8.com/highlight/detail?id=2605220594","media":"新浪财经","summary":"AI正从辅助工具，变身电商生态的新基建，从商家到用户整个产业的价值链条将会被彻底重构。近期，阿里巴巴宣布其电商业务中的AI投入已实现收支平衡，AI在电商领域的应用已从概念性工具逐渐演变为行业新基建。重构电商命脉在电商巨头的阿里巴巴被拼多多市值反超后，阿里内部积极反思，并明确了“AI电商”的核心战略，时隔两年，阿里总算在这一战略之下拿到了结果。让AI成为标准化员工，是对于电商企业主最直观的利好。","content":"<html><body><article><p>阿里在此一役中取得的成果，不仅是一个电商巨头的自我革新，更是整个行业未来发展的新趋势。AI正从辅助工具，变身电商生态的新基建，从商家到用户整个产业的价值链条将会被彻底重构。</p><p>过去，电商行业的竞争是关于“渠道”和“匹配”的效率战。电商运营，更像是在一个规则明确的“考场”里做“应试教育”。平台提供规则（关键词排名、直通车出价），商家基于规则去“刷题”（堆砌关键词）。谁更“卷”，谁更懂“题海战术”，谁就能获得高分（流量）。</p><p>而当分发逻辑被AI重置，等于彻底换了“考卷”和“判卷老师”。</p><p>流量密码将不再是研究平台的“规则空间”，而是深刻理解AI的“工作原理”；不再是“人海战术”的堆砌，而是“人机协同”的策略。未来，流量将流向那些“更懂AI逻辑”的电商企业主。</p><p>AI加持之下，过去需要一个团队（设计、客服、运营）才能完成的工作，现在可能由AI辅助一人完成。也就是说，即便小型商家和新入局者也能借助AI工具，迅速缩小差距，与大品牌在同一起跑线上竞争。</p><p>对于电商企业主而言，这是机遇，也是难题。平台免费开放的AI基础设施，无疑会进一步加剧行业的马太效应，停留在旧运营模式中“闭门造车”式的电商企业主，其生存空间迟早会被AI无情压缩。</p><p>当AI工具帮助电商企业从“重复性劳动”中解放出来，传统电商中的选品、设计、客服等执行性工作的比重随之下降，企业主应将释放出的精力转向更具前瞻性的策略思考：如何从“使用AI工具”转向“构建AI流程”，降本增效，进一步构建新的企业护城河。</p><p>这种转变，必然要求运营模式和角色定位发生根本性的重塑。不仅运营模式需要从“人找货”的被动匹配，彻底转向“货懂人”的主动规划，电商主的角色也将从“流量操盘手”转变为“产品定义官”和“ AI训练 师”。</p><p>商家必须以AI能“听懂”的语言，去描述“用户场景”、“解决的痛点”、“匹配的情绪”和“精准的人群画像”，AI客服和AI数据分析工具的价值也不仅仅是简单地回答问题或拉取表格，而是收集这些数据的最佳抓手。</p><p>这种从执行到策略的角色转变，其难度远超学会几个工具。</p><p>电商下半场的哨声已经吹响，一个以AI为核心生产力的新电商时代即将到来。当AI美工、AI客服成为电商行业像“水电气”一样的标配资源时，电商企业主之间的真正分水岭逐渐显现：</p><p>未来，电商行业的竞争不再是关于“工具”的，而是关于“认知”的。</p><p>今年双11，AI或许比所有人都忙。</p><p>近期，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布其电商业务中的AI投入已实现收支平衡，AI在电商领域的应用已从概念性工具逐渐演变为行业新基建。对于万千投身其中的电商商家而言，AI将成为关乎企业存亡与流量增长的新规则，读懂阿里的AI战略，才能读懂未来电商的流量密码。</p><p>重构电商命脉</p><p>在电商巨头的<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>被<a href=\"https://laohu8.com/S/PDD\">拼多多</a>市值反超后，阿里内部积极反思，并明确了“AI电商”的核心战略，时隔两年，阿里总算在这一战略之下拿到了结果。</p><p>近日，阿里搜推智能产品事业部总裁凯夫在“双十一”的启动发布会上对“AI 电商”进行主题演讲，从他的分享中可以看出，阿里的AI 电商是在其原有的电商基础上，用大模型对“搜索、推荐、广告”这三大电商流量命脉进行了系统性的重构。</p><p>● AI搜索：从“关键词匹配”转向“语义理解”。当用户输入“不卡粉的持妆粉底液”这类复杂需求，AI能理解其真实意图，匹配最合适的商品。据阿里测试，商品相关性提升了20%。</p><p>●AI推荐：从“行为相似”转向“兴趣抽象”。AI能推理出一个购买婴儿辅食研磨碗的用户可能是“新手父母”，进而推荐6个月+宝宝的相关产品，而非更多碗具。试运行点击量提升了10%。</p><p>●AI广告：通过精准投、动态出价，帮助商家的ROI（投资回报率）提升了12%。</p><p>图源：南鲸财经</p><p>在商家侧，阿里正试图为平台上的每个商家都配备一个“AI经营全家桶”。目前免费开放了包括AI美工、AI数据分析、AI客服、AI营销与投放等多个维度的AI工具，极大降低了中小商家的AI使用门槛。</p><p>而用户侧，则是将AI功能潜移默化地嵌入现有的购物流程，推出包括AI试穿、拍立搜（多模态搜索）、AI万能搜、AI清单等原生功能，解决用户的复杂决策痛点。</p><p>这样全方位的生态之下，AI将不再是锦上添花的工具，而是驱动GMV增长、提升运营效率的核心引擎。</p><p>驱动电商革命</p><p>AI带来的不仅是工具的革新，更是一场从“人找货”到“货懂人”的底层逻辑革命。当电商平台的AI投入开始盈利，这也意味着平台未来所有的资源、流量和工具或许都将围绕这一“利润中心”来构建，抗拒AI，就是抗拒平台的核心战略方向。这也迫使电商企业主必须将AI能力“内化”为企业的基础设施，从根本上重塑运营流程，让AI从辅助角色转变为核心生产力。</p><p>让AI成为标准化员工，是对于电商企业主最直观的利好。</p><p>以AI美工、AI客服和AI数据分析为代表的工具，正在将过去非标准、高成本的专业工作“标准化”和“普惠化”。过去受限于成本和精力，中小商家无法实现精细化运营。而现在，AI客服可7x24小时在线，AI美工能低成本批量出图，AI数据分析提供每日洞察。中小商家与大品牌在基础运营能力上的鸿沟，正在被AI工具无限缩小。学会在不同的场景下，使用合适的AI进行业务赋能，将是未来的电商企业主们最核心的竞争力。</p><p>然而，当工具被普及时，竞争的维度也随之升级。AI在拉平基础操作门槛的同时，也拉高了战略和精细化运营的门槛。</p><p>新电商运营模式中，流量逻辑从“关键词匹配”转向“语义优化”，传统电商运营中关键词堆砌的模式已经滞后，新模式下需要在商品详情页以文字形式更清晰、明确地描述商品核心特征、适用场景、解决痛点及目标用户群体，帮助AI更充分地理解商品，从而实现用户的精准匹配。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里AI盈利！电商“大地震”，9成商家或将出局！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里AI盈利！电商“大地震”，9成商家或将出局！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 15:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123155440a44d6b03&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里在此一役中取得的成果，不仅是一个电商巨头的自我革新，更是整个行业未来发展的新趋势。AI正从辅助工具，变身电商生态的新基建，从商家到用户整个产业的价值链条将会被彻底重构。过去，电商行业的竞争是关于“渠道”和“匹配”的效率战。电商运营，更像是在一个规则明确的“考场”里做“应试教育”。平台提供规则（关键词排名、直通车出价），商家基于规则去“刷题”（堆砌关键词）。谁更“卷”，谁更懂“题海战术”，谁就能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123155440a44d6b03&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4588":"碎股","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4565":"NFT概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4503":"景林资产持仓","BK4502":"阿里概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4505":"高瓴资本持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4504":"桥水持仓","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4607":"DeepSeek概念股","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4220":"综合零售","BK4524":"宅经济概念","BK4527":"明星科技股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK4122":"互联网与直销零售","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4575":"芯片概念","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK4579":"人工智能","BK4614":"Manus概念股","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK4581":"高盛持仓","BK4543":"AI","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4531":"中概回港概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","09988":"阿里巴巴-W","BK4535":"淡马锡持仓","BK4538":"云计算","BABA":"阿里巴巴","BK4548":"巴美列捷福持仓","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK4554":"元宇宙及AR概念","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4585":"ETF&股票定投概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","BK4587":"ChatGPT概念","BK4558":"双十一","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046421795.USD":"富达环球科技A-ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123155440a44d6b03&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605220594","content_text":"阿里在此一役中取得的成果，不仅是一个电商巨头的自我革新，更是整个行业未来发展的新趋势。AI正从辅助工具，变身电商生态的新基建，从商家到用户整个产业的价值链条将会被彻底重构。过去，电商行业的竞争是关于“渠道”和“匹配”的效率战。电商运营，更像是在一个规则明确的“考场”里做“应试教育”。平台提供规则（关键词排名、直通车出价），商家基于规则去“刷题”（堆砌关键词）。谁更“卷”，谁更懂“题海战术”，谁就能获得高分（流量）。而当分发逻辑被AI重置，等于彻底换了“考卷”和“判卷老师”。流量密码将不再是研究平台的“规则空间”，而是深刻理解AI的“工作原理”；不再是“人海战术”的堆砌，而是“人机协同”的策略。未来，流量将流向那些“更懂AI逻辑”的电商企业主。AI加持之下，过去需要一个团队（设计、客服、运营）才能完成的工作，现在可能由AI辅助一人完成。也就是说，即便小型商家和新入局者也能借助AI工具，迅速缩小差距，与大品牌在同一起跑线上竞争。对于电商企业主而言，这是机遇，也是难题。平台免费开放的AI基础设施，无疑会进一步加剧行业的马太效应，停留在旧运营模式中“闭门造车”式的电商企业主，其生存空间迟早会被AI无情压缩。当AI工具帮助电商企业从“重复性劳动”中解放出来，传统电商中的选品、设计、客服等执行性工作的比重随之下降，企业主应将释放出的精力转向更具前瞻性的策略思考：如何从“使用AI工具”转向“构建AI流程”，降本增效，进一步构建新的企业护城河。这种转变，必然要求运营模式和角色定位发生根本性的重塑。不仅运营模式需要从“人找货”的被动匹配，彻底转向“货懂人”的主动规划，电商主的角色也将从“流量操盘手”转变为“产品定义官”和“ AI训练 师”。商家必须以AI能“听懂”的语言，去描述“用户场景”、“解决的痛点”、“匹配的情绪”和“精准的人群画像”，AI客服和AI数据分析工具的价值也不仅仅是简单地回答问题或拉取表格，而是收集这些数据的最佳抓手。这种从执行到策略的角色转变，其难度远超学会几个工具。电商下半场的哨声已经吹响，一个以AI为核心生产力的新电商时代即将到来。当AI美工、AI客服成为电商行业像“水电气”一样的标配资源时，电商企业主之间的真正分水岭逐渐显现：未来，电商行业的竞争不再是关于“工具”的，而是关于“认知”的。今年双11，AI或许比所有人都忙。近期，阿里巴巴宣布其电商业务中的AI投入已实现收支平衡，AI在电商领域的应用已从概念性工具逐渐演变为行业新基建。对于万千投身其中的电商商家而言，AI将成为关乎企业存亡与流量增长的新规则，读懂阿里的AI战略，才能读懂未来电商的流量密码。重构电商命脉在电商巨头的阿里巴巴被拼多多市值反超后，阿里内部积极反思，并明确了“AI电商”的核心战略，时隔两年，阿里总算在这一战略之下拿到了结果。近日，阿里搜推智能产品事业部总裁凯夫在“双十一”的启动发布会上对“AI 电商”进行主题演讲，从他的分享中可以看出，阿里的AI 电商是在其原有的电商基础上，用大模型对“搜索、推荐、广告”这三大电商流量命脉进行了系统性的重构。● AI搜索：从“关键词匹配”转向“语义理解”。当用户输入“不卡粉的持妆粉底液”这类复杂需求，AI能理解其真实意图，匹配最合适的商品。据阿里测试，商品相关性提升了20%。●AI推荐：从“行为相似”转向“兴趣抽象”。AI能推理出一个购买婴儿辅食研磨碗的用户可能是“新手父母”，进而推荐6个月+宝宝的相关产品，而非更多碗具。试运行点击量提升了10%。●AI广告：通过精准投、动态出价，帮助商家的ROI（投资回报率）提升了12%。图源：南鲸财经在商家侧，阿里正试图为平台上的每个商家都配备一个“AI经营全家桶”。目前免费开放了包括AI美工、AI数据分析、AI客服、AI营销与投放等多个维度的AI工具，极大降低了中小商家的AI使用门槛。而用户侧，则是将AI功能潜移默化地嵌入现有的购物流程，推出包括AI试穿、拍立搜（多模态搜索）、AI万能搜、AI清单等原生功能，解决用户的复杂决策痛点。这样全方位的生态之下，AI将不再是锦上添花的工具，而是驱动GMV增长、提升运营效率的核心引擎。驱动电商革命AI带来的不仅是工具的革新，更是一场从“人找货”到“货懂人”的底层逻辑革命。当电商平台的AI投入开始盈利，这也意味着平台未来所有的资源、流量和工具或许都将围绕这一“利润中心”来构建，抗拒AI，就是抗拒平台的核心战略方向。这也迫使电商企业主必须将AI能力“内化”为企业的基础设施，从根本上重塑运营流程，让AI从辅助角色转变为核心生产力。让AI成为标准化员工，是对于电商企业主最直观的利好。以AI美工、AI客服和AI数据分析为代表的工具，正在将过去非标准、高成本的专业工作“标准化”和“普惠化”。过去受限于成本和精力，中小商家无法实现精细化运营。而现在，AI客服可7x24小时在线，AI美工能低成本批量出图，AI数据分析提供每日洞察。中小商家与大品牌在基础运营能力上的鸿沟，正在被AI工具无限缩小。学会在不同的场景下，使用合适的AI进行业务赋能，将是未来的电商企业主们最核心的竞争力。然而，当工具被普及时，竞争的维度也随之升级。AI在拉平基础操作门槛的同时，也拉高了战略和精细化运营的门槛。新电商运营模式中，流量逻辑从“关键词匹配”转向“语义优化”，传统电商运营中关键词堆砌的模式已经滞后，新模式下需要在商品详情页以文字形式更清晰、明确地描述商品核心特征、适用场景、解决痛点及目标用户群体，帮助AI更充分地理解商品，从而实现用户的精准匹配。","news_type":1,"symbols_score_info":{"BABA":1.96,"09988":1.96,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397907216605840,"gmtCreate":1738167561118,"gmtModify":1738186779058,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457925189800821","authorIdStr":"3457925189800821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"0\"></v-v> [微笑] [微笑] [微笑] [微笑] ","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"0\"></v-v> [微笑] [微笑] [微笑] [微笑] ","text":"$道琼斯(.DJI)$ [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397907216605840","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601513597,"gmtCreate":1638542580129,"gmtModify":1638545381804,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457925189800821","authorIdStr":"3457925189800821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>有那么变态吗","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>有那么变态吗","text":"$老虎证券(TIGR)$有那么变态吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601513597","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983830463,"gmtCreate":1583210982752,"gmtModify":1704349032184,"author":{"id":"3457925189800821","authorId":"3457925189800821","name":"A雄","avatar":"https://static.tigerbbs.com/eaf8cd7dcd5bf94fc5d92c5a35b81084","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457925189800821","authorIdStr":"3457925189800821"},"themes":[],"htmlText":"哦，哦，哦","listText":"哦，哦，哦","text":"哦，哦，哦","images":[{"img":"https://static.tigerbbs.com/4464e6237fd7bca8ce19e32c9fb27952","width":"1080","height":"1716"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983830463","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}
