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Beijing – Alibaba, Tencent and JD.com said that this week’s earnings reports only improve Chinese consumption costs, but also the growing benefits of artificial intelligence in advertising.
E-commerce giant Alibaba Taobao and TMALL said on Thursday Sales increased by 9% 101.37 billion yuan or 101.37 billion yuan ($ 13.97 billion) in three months ending 31 March 31.
“E-commerce and advertising revenues were positive surprises because they know that expectations would affect consumer behavior,” Kai Wang, Asian Boup market strategist, three of the companies reported in connection with the results of earnings.
It is important to note the issues of earnings, only in the United States, in the growing period of 100% in the products of both countries, an effective trade embargo. The two countries have announced Rare Joint Statement Monday Recently announces a 90-day decrease in most tariffs.
From April, the US-China trade dispute, small and medium enterprises, Charlie Chen had a negative impact on a number of small and medium-sized landlovers managing and medium-sized enterprises and a number of consumptions to manage Asian research. Trade tensions are expected to reduce, consumption will increase.
However, despite the lack of general consumption, the sale of certain electronics and home appliances has been done since the last year Trade subsidies To support such consumer expenses.
Jd.com He told Selling on Tuesday For this category increased by 17% from a year ago. In general, the e-commerce company increased by 16.3% of the retail business in three months, which ended on March 3, increased by 16.3% to 263.85 billion yuan.
Wednesday, Tencent A lawyer for consumer operations of the “Fintech and Business Services” segment has reached 54.9 billion yuan to 54.9 billion yuan in the first quarter of the year.
Nomura analysts were a great outperformer in Chinese ads, despite the difficult macro environment, “Tencent Ads” are in accordance with the assessments of segment revenues. “
Tencent marketing services have helped for short videos and other content in the application of “Healthy Advertiser” and Wechat social media, from 20% to 31.9 billion yuns from 20% to 31.9 billion. The Tencent advertising platform was “ongoing AI improvements” recorded.
Increases AI ads
AI helps to raise the rates by clicking Tencent – a success size for online ads – according to a fax transcript, up to 3% of the company’s management. The company said that this is about 1% by clicking 0.1% for banner ads and for feed ads.
For the first time, the United Monthly average for Wechat, known as Weixin in China, for the first time, the first time traveled 1.4 billion. The application offers one of the two main mobile payment systems used in Mainland China.
Many coffee shops and online retailers also use mini apps in WECHAT for customers to order orders. Tencent said that e-commerce operations grow so large on Thursday.
“AI announcements, even if the macro conditions are not optimally, the effectiveness and algorithm that improves the algorithm, which is better to target consumers and improves the algorithm,” said Morningstar’s Wang. “We have been a little early in which we have increased benefits because of the growing benefits of AI advertisements without AI ads, but we have seen us make some money from AI-drive ads.”
The JD increased by marketing revenues for a quarter and reached 22.32 billion yuan to 22.32 billion yuan, and partly this rise has risen to AI tools, he said.
With a recommendation call on Tuesday, JD management said that the advertising research and development group uses large language models to improve advertisements and accelerate advertising revenues. The company added that the merchants apply AI to the fact that it allows “to perform complex advertising campaigns” with a simple command.
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Advertisers have ways to target ads to consumers who are highly likely to purchase.
On Wednesday, Youtube advertisers Google’s Gemini said that the Gemini EU model can use the targeters to the audience When dealing with most videos.
Alibaba, marketing revenues called “customer management” on the increase in the use of the company’s AI tool to increase marketing efficiency of merchants “
Indefinite outlook
However, Alibaba’s total The profit was about half of which analysts predicted onlyAt the next trading session, 7.6% of shares send a discount.
China is set to publish retail sales information on Monday. Analysts surveyed by Reuters forecast the annual growth of the year 5.5% for April Growth of 5.9% in March.
Immediately after the growth of US-Chinese tension, a Morgan Stanley research, from April 8 to 11, and 44% of the respondents were worried about the loss of work since 2020. Only 23% of consumers expect to spend more in the next quarter, the survey fell to 8 percent from the previous quarter.
The unemployed domestic demand continued with the annual drop in the consumer price index for April, the month of the year – the third straight reduction month. However, in excluding food and energy prices, the so-called CPI, as in March, CT CPI increased by 0.5%.
Since the real estate market is not yet restored and limited by export geopolitics, Chen expects Chinese politicians to increase consumption to increase the goal of increasing about 5%.
The policies of the associated stimulus will cover the lack of food and drinking, caring, travel, sports and sustainable goods in the program of trading subsidies yet.
June 18 celebrates the next basic presentation season for shopping in China.
“I think we will get 618 pretty good. This week is earlier. The company helps foreign brands – Vitamin and clinical – sell online in other parts of China and Asia.
618 Principles that the sales increase will increase “very low digits”.
