流量大迁徙时代,AI要向电商“抽佣”了 | 海斌访谈

第一财经
Nov 26, 2025

AI浪潮,冲击电商。在美国,OpenAI已经与电商平台合作,在ChatGPT对话框内直接完成购物;在中国,字节跳动旗下的豆包对话框内已经排他性地引入抖音商城的购物链接。ChatGPT和豆包都是大模型时代的产物,第三方数据显示,两者月活跃用户分别超过7亿和1.6亿。此前,电商的流量入口可能是百度搜索、微信、天猫网站;未来的电商核心入口之一,可能是大模型的应用,比如豆包、或者阿里巴巴开发的千问APP。...

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