The Financial Espresso: Shopee & ChatGPT; Mercado Ads; Digimais updates; Itaú; Rural insurance & credit; Visa; Argentina macro & MSCI

研报英文原文证据摘录

The Financial Espresso: Shopee & ChatGPT; Mercado Ads; Digimais updates; Itaú; Rural insurance & credit; Visa; Argentina macro & MSCI

Global Research

24 June 2026ab

The Financial Espresso Equities

Latin AmericaShopee & ChatGPT; Mercado Ads; Digimais

updates; Itaú; Rural insurance & credit; Visa; Financial

Argentina macro & MSCI KaioAnalystPrato

kaio.prato@ubs.com

+55-11-3513 6573

Shopee launches on ChatGPT Thiago Batista, CFA

Analyst

According to e-commercebrasil, Sea Limited, the parent company of Shopee, and thiago.batista@ubs.com

OpenAI have announced a strategic collaboration aimed at driving the adoption of +55-11-3513 6518

artificial intelligence (AI) across Southeast Asia, Taiwan, and Brazil. The partnership

Camila Azevedo

encompasses the integration of Shopee with ChatGPT, broader access to OpenAI

Associate Analyst

products for platform users and sellers, and new initiatives focused on leveraging camila.azevedo@ubs.com

Codex for developers. According to the companies, Shopee is the first e-commerce +55-11-2767 6881

platform of its kind to integrate with ChatGPT across all these regions. This

Bruno Kenji

functionality enables users to discover products listed on Shopee through

conversational interactions. The initiative is designed to allow consumers to seek bruno.kenji@ubs.com

gift ideas, fashion inspiration, travel essentials, or specific items directly via +55-11-2767 6056

ChatGPT, before seamlessly continuing their shopping journey on Shopee. Our take:

Beatriz Shinye

We see the partnership as supportive of Shopee’s positioning in the evolving agentic

commerce landscape, enabling the platform to capture product discovery moments beatriz.shinye@ubs.com

directly within ChatGPT. As indicated by Mr. Forrest Li, Chairman and Chief +55-11-2767 6569