海外，ai(noco_老虎社区_美港股上老虎

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

就在美团筹划投资10亿美元进军巴西市场时，其重要股东、Naspers集团（持美团4%股份、价值40亿美元）发出了迄今为止最强烈的回应，准备减持美团股份，并将资金用于“反哺”其在巴西的“亲儿子”——外卖巨头iFood，并表示作为美团股东，对美团的国际扩张策略感到“失望”。【看好外卖行业，但不看好美团？大家对此有何看法？】

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