中信建投证券表示,公司现已接入DeepSeek、豆包等大模型,用以赋能Dmall OS 操作系统,全面提升供应链管理与运营管理效率、精准匹配客户需求、全面提升购物体验。经该行测算,国内“AI+零售”操作系统市场空间约为1070 亿元。未来公司将进一步深耕“AI+零售”板块业务,在百亿市场中做大增量,打造行业标杆。
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