电商研究:AI或强化履约护城河,外部智能体挑战商品发现与广告业务-eCommerce Deep Dive_ AI Could Deepen Execution Moats, While External Agents Challenge Discovery and Advertising
ab 12 October 2026 Global Research LatAm AI eCommerce Deep Dive: AI Could Deepen Execution Moats, While External Agents Challenge Discovery and Advertising AI could reinforce existing strengths rather than equalize business models AI is entering commerce through search, customer service, advertising, conversational interfaces, merchandising and inventory management. While many of the underlying models may become broadly available, the ability to translate their recommendations into economic outcomes remains ...