Todd Smith
shared a link post in group #🇨🇳 ChinA.I. 🤖🧠🦾🤖
China's largest annual shopping festival abandons GMV theatrics for structural transformation in 2025. Platforms prioritize AI infrastructure and 30-minute delivery. #🇨🇳 ChinA.I. 🤖🧠🦾🤖
https://www.ciw.news/p/do..
www.ciw.news
China's Double 11 hits $238B: AI and instant retail rewrite the rules
Deep dive into China's Double 11 2025: RMB 1.7T GMV driven by AI infrastructure processing 150B queries, instant retail's RMB 67B breakthrough, and RMB 300B government subsidies masking weak consumer demand. Key insights for investors and strategists.