The Zhitong Finance App learned that as consumers increasingly turn to ChatGPT and Google Gemini for shopping suggestions, a dark retail battle over traffic entry and customer data is breaking out in full swing. Retailers such as Walmart (WMT.US), Ulta Beauty (ULTA.US), and Wayfair (W.US) are optimizing their websites in an effort to rank high in AI chatbot search results. According to Juniper Research, retail spending guided by AI agents such as Anthropic's Claude and Gemini is expected to reach 8 billion US dollars this year. Meanwhile, according to Adobe Analytics data, 41% of American consumers already used generative AI for online shopping in June, and visitors attracted by AI earned 41% more revenue per order than traditional channels.

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