Double 11 Enters a Protracted Battle: Have the Big Tech Giants Made Peace with AI?
This year's Double 11, platforms such as Taobao, JD.com, Douyin, Pinduoduo, and Xiaohongshu no longer treat AI as a force to disrupt the shopping entry point, but instead use it according to their respective business divisions: Taobao serves as a shopping decision assistant, JD.com optimizes inventory and delivery, Douyin connects content and transactions, Pinduoduo assists industrial belt production scheduling, and Xiaohongshu identifies spam content. From January to August 2026, national online retail sales of goods grew 4.3% year-on-year; as the traffic dividend slows, platform competition is shifting toward operational efficiency and certainty.
This year's Double 11, platforms such as Taobao, JD.com, Douyin, Pinduoduo, and Xiaohongshu no longer treat AI as a force to disrupt the shopping entry point, but instead use it according to their respective business divisions: Taobao serves as a shopping decision assistant, JD.com optimizes inventory and delivery, Douyin connects content and transactions, Pinduoduo assists industrial belt production scheduling, and Xiaohongshu identifies spam content. From January to August 2026, national onlin
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