yike business review: the emergence of a new generation of top anchors may accelerate the iteration of live e-commerce
2024-09-20
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cover news reporter fu wenchao, lei qiang, cai shiqi, ouyang hongyu
the first female anchor with over 100 million fans on the internet was born
in 2024, the top anchors are surging. on september 19, kuaishou anchor dandan announced that her fans exceeded 100 million, becoming the only female live broadcast anchor with fans exceeding 100 million on the entire network. according to information, dandan's original name is yang runxin. she was born in 1997 and started her business in the e-commerce industry during college. in 2019, she joined the leading e-commerce company xinxuan group and became the apprentice of xinxuan founder xin youzhi. the gmv of her first broadcast exceeded 24 million yuan.
comments:since 2020, xinxuan has also been continuously increasing its talent, and has successively incubated more than ten billion-level anchors. according to xinbang data, dandan, shi da piaoliang, zhao mengche, xu jie, etc. have entered the top ten gmv of kuaishou live streaming in 2023. in the long run, the lifeline of live streaming lies in integrity and service. to achieve the healthy development of the industry, professional anchors and refined operations are indispensable. the emergence of a new generation of more professional and dynamic head anchors is stirring up the industry and promoting the accelerated iteration of live streaming e-commerce.
idc: china's ar/vr headset shipments in the first half of the year were 233,000 units, down 29.1% year-on-year
according to the idc report, in the first half of 2024, china's ar/vr headset shipments will be 233,000 units (sales-in basis), a year-on-year decline of 29.1%. among them, ar shipments were 20,000 units, a year-on-year increase of 101.7%; er shipments were 102,000 units, a year-on-year increase of 75.4%; mr shipments were 66,000 units, a year-on-year decline of 49.3%; vr shipments were 45,000 units, a year-on-year decline of 65.5%. in the second quarter, the decline of the ar/vr market began to slow down. idc predicts that the overall market will usher in a turnaround in the second half of 2024, and the decline is expected to narrow to -7.1%.
comments:since the beginning of this year, many manufacturers have released new terminal devices. taking apple as an example, the entry of vision has pushed more manufacturers to embrace the industry. from the perspective of the entire industry, at present, for the chinese ar/vr market, the technology gap between various companies is still relatively large, and the gap between technology and market cognition cannot be eliminated in a short period of time. however, this is indeed a new track and a new growth point. as manufacturers work hard on both the b-end and the c-end, it is expected to see breakthrough growth within a certain period of time.
"black myth: wukong" has sold more than 20 million copies, with total revenue exceeding 6.7 billion yuan
the latest data from foreign data analysis company vg insights shows that the sales of the domestic 3a game "black myth: wukong" on the steam platform has reached 20 million copies, and the total revenue of the game has exceeded us$961 million (approximately rmb 6.79 billion). its distribution platform includes not only the steam platform, but also wegame, playstation, and epic games store. huatai securities predicts that the annual sales of this game are expected to reach 30 million to 40 million copies.
comments:black myth: wukong has achieved great commercial success, but it does not mean that more outstanding domestic stand-alone games will emerge under its influence. the reason is simple. making 3a games has always been a high-risk thing. in comparison, the expected input-output ratio of making mobile games is much higher. next, the most popular 3a game in china may be shadow blade: zero by lingyoufang. this game has not even announced its release date. its market performance can be the best comparison for black myth: wukong.
tongyi lingma ai programming capabilities have evolved again, and you can develop web pages by just saying a few words
on september 19, at the 2024 hangzhou yunqi conference, with the comprehensive improvement of tongyi's big model capabilities, alibaba cloud tongyi lingma ushered in a major upgrade. from only being able to complete basic auxiliary programming tasks a year ago, it has evolved to being able to complete development tasks such as demand understanding, task decomposition, code writing, bug modification, and testing in just a few sentences. it can complete application development from 0 to 1 in as fast as a few minutes, improving development efficiency by dozens of times.
comments:don’t think that when humans no longer write and maintain code, the concept of the human-centered art of software engineering will disappear. in fact, ai programming technology still has a long way to go to replace humans. at present, it seems that the biggest beneficiaries are still novice programmers, non-software industry companies, and non-related job practitioners. however, considering the huge cost and time savings, similar events are likely to hit the software industry soon. for programmers, what needs to be figured out is what the post-ai software industry will look like and what can be done now to prepare for it.
