海外，ai(noco_老虎社区_美港股上老虎

时间之力

05-26

海外，ai(nocode)都有不错进展。我认为jd影响是噪音，中期视角可以忽略，可能1/2季度大家会关注，到26年末我认为不会对现在格局有本质区别，抖音本地生活是威胁，接近52周低点，拿他3个月再看。25/5/26

美团发布开源大模型！股价筑底成功？

美团正式发布并开源LongCat-Flash-Chat，美团股价盘中拉升转涨，盘初一度跌超4%。【绩后股价跌至24年低位的美团，是否已经筑底成功？大家觉得可以抄底了吗？】

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