美图(1357.HK)今年5月宣布与阿里巴巴达成战略合作,并获后者2.5亿美元的可转债投资。美图首席执行官吴欣鸿表示,目前与阿里的合作符合预期,两边团队需要时间建立信任、找到互补定位,但现时一些基础合作已经展开,整体而言合作正向。他提及,接下来计划联合阿里推出AI试衣功能,结合美图AI试衣能力及阿里商家的服装资源,提升用户线上购物体验,由于该功能连结到商品详情页,相信能带动一定的成交转化。同时,美图设计师将输出部分能力,进入淘天商家的后台,包括提供AI商品图等。 此外,美图今年7月推出生成式AI设计助手RoboNeo,吴欣鸿说,该款产品算力需求正处于攀升阶段,阿里将及时响应算力需求,确保产品稳定性。RoboNeo为一款AI Agent(智能体)产品,他透露,该产品上线约一个月,月活跃用户(月活,MAU)已经超百万,形容结果“振奋人心”,“我们从来没有见过一款完全不靠内部矩阵导流,同时零市场预算的产品能这么快跑到百万月活。” 目前RoboNeo采用日订阅模式,吴欣鸿指出,主要因产品上线时较为仓促,本月底至9月初将完善机制,上线订阅或单购付费模式。
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