标题： 生成式人工智能与企业生产力：在线零售领域的现场实验 显示英文标题

标题： Generative AI and Firm Productivity: Field Experiments in Online Retail

摘要： 我们通过一系列大规模的随机实地实验，量化了生成式人工智能（GenAI）对公司生产力的影响，这些实验涉及一家领先跨境在线零售平台上的数百万用户和产品。 在2023-2024年的六个月中，基于GenAI的改进被整合到七个面向消费者的业务流程中。 我们发现，GenAI的采用显著提高了销售额，处理效果范围从0%到16.3%，具体取决于GenAI相对于现有公司实践的边际贡献。 由于各实验组的投入和价格保持不变，这些收益直接转化为总要素生产率的提升。 在四个具有积极效果的GenAI应用中，隐含的年度增量价值约为每位消费者5美元——考虑到零售商的规模和GenAI采用的早期阶段，这是一个经济上有意义的影响。 主要作用机制是通过更高的转化率，这与GenAI减少市场摩擦和改善消费者体验相一致。 我们还记录到了显著的异质性：较小和较新的卖家以及经验较少的消费者表现出不成比例的更大收益。 我们的研究结果提供了关于GenAI在在线零售中生产力影响的新颖、大规模因果证据，突显了其即时价值和更广泛潜力。 显示英文摘要

摘要： We quantify the impact of Generative Artificial Intelligence (GenAI) on firm productivity through a series of large-scale randomized field experiments involving millions of users and products at a leading cross-border online retail platform. Over six months in 2023-2024, GenAI-based enhancements were integrated into seven consumer-facing business workflows. We find that GenAI adoption significantly increases sales, with treatment effects ranging from 0\% to 16.3\%, depending on GenAI's marginal contribution relative to existing firm practices. Because inputs and prices were held constant across experimental arms, these gains map directly into total factor productivity improvements. Across the four GenAI applications with positive effects, the implied annual incremental value is approximately \$5 per consumer-an economically meaningful impact given the retailer's scale and the early stage of GenAI adoption. The primary mechanism operates through higher conversion rates, consistent with GenAI reducing frictions in the marketplace and improving consumer experience. We also document substantial heterogeneity: smaller and newer sellers, as well as less experienced consumers, exhibit disproportionately larger gains. Our findings provide novel, large-scale causal evidence on the productivity effects of GenAI in online retail, highlighting both its immediate value and broader potential.