就一个语音识别就能干_老虎社区_美港股上老虎

就一个语音识别就能干倒美团？

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href=\"https://laohu8.com/S/MPNGY\">美团</a>长期强在前者，抢市场的话铁军地推，大家也默认“外卖就是这套游戏”。现在千问接入淘宝闪购之后，感觉在不远、且可预见的下个消费周期，游戏规则多了一层——用户第一步不一定要先打开外卖App了，先打开大概率是一个对话框，而且这个对话框是谁不重要，把需求交给系统完成就行了。这完全颠覆了推荐流那套逻辑，要知道包括<a href=\"https://laohu8.com/S/03690\">美团</a>在内的很多平台，都是按照这套逻辑建立起来的商业赚钱模式，过去几年死磕的“列表页优化”，这种边际价值会指数级下降。举个例子，比如我正在减重，“想点一份低脂晚餐，别太辣，30分钟内到”，在传统App里基本要靠自己筛店、翻菜单、看评价、算配送时长，还需要翻一下自己卡包里面哪些券可以用，凑个单什么的，这一套操作任务下来十几分钟就出去了。但是这种个性化相对复杂的需求，交给AI能给你秒回，以一次性把意图拆解成约束条件，再去匹配供给。过去讲用户需求，但很多做产品的人其实都有个共识，用户其实有时候也不知道自己需要的是什么，本质上就只有个意图。现在外卖场景，用户侧从“操作任务”变成“表达意图”，竞争就被抬到更高的维度：谁理解得更准、执行得更稳、闭环更短，未来谁就更容易把用户习惯锁进来。虽然现在只是雏形，离成熟的体验终态肯定还有一段距离，但这带来的想象力和前沿性已经足够惊人。甚至称之为是整个市场升维到下个时代的“奇点”都不为过。支付闭环，关键是要打穿“最后一公里”AI点外卖并不稀奇，关键的是这玩意能端内完成交易闭环。像AI智能体给出来购物建议之类的，其实国外很多大模型都有雏形，很多智能体能推荐、能对话，给你各种购物、机票、订餐建议等等，但几乎都会卡在最后一步。要么跳转，要么让用户自己去跳转付钱。这一步对外卖这种高频场景很致命。因为外卖转化漏斗里，步骤带来犹豫，跳转就是流失。阿里这次把“支付宝AI付”开放给千问做系统级打通，用户授权后，支付可以在千问对话界面内完成，全程不需要跳到别的App。看发布会信息里提到，AI付让操作步骤减少超过60%。从商业效率讲，同样的流量、同样的意图，成交率必然会因为链路变短而提高。另外还有个容易被忽视的量：千问C端上线两个月，月活已经突破1亿。哪怕仅仅把千问当一个“对话入口”，也不算小众产品了，已经具备规模化导流的可能性。而对淘宝闪购来说，这相当于多了一条用户进入路径，而且这条路径天然带“意图表达”的强信号，转化质量也更高。优先拿到下个时代的流量船票，这个会让对手真的很难跟。闪购的优势正在持续放大结合最近阿里释放出来的消息看，淘宝闪购本身这块业务的战略位置是不断抬高的，而且属于长期主义，不是那种“活动冲量、停了就掉”的阶段。据此前1月8日前后流传的FY26Q3（12月季度）业绩前瞻纪要，闪购业绩表现稳中向好。市场流传的口径是，12月季度淘宝闪购GMV份额继续增长，订单结构持续改善，AOV保持增长；同时提到非餐即时零售进展快，媒体也报道非餐订单量稳定在日均1000万单级别。当时我比较关注的一个点是，亏损收敛速度快于竞对，市场预期亏损约200亿这一档。这套逻辑下来看，淘宝闪购是要把结构往更可持续的方向推，现在这个叠加AI入口，感觉效果会更明显。千问接入闪购，能够充当“放大器”的角色，对闪购业务本身结构会进一步重塑，把低效的选择过程交给系统，提升成交转化；把复杂需求拆解成高价值订单，提升结构质量。如果把这部分预期加进去，亏损可能来到前瞻预期的下沿，甚至200亿以下。美团的压力个人感觉，美团现在面对的压力，其实已经不只是“有没有AI点外卖”这么简单了。阿里这次做的，并不是给闪购加个聊天功能，而是把模型、算力、支付、履约和消费场景整合成了一套能真正跑起来的系统，直接落在外卖这种高频业务上。闪购本身就是高度结构化的场景：商家匹配、库存判断、履约路径、支付确认，原本就有完整的数据和流程体系，现在交给AI做的是“理解需求+调度系统”。而这背后，是千问，是阿里过去几年持续重投入堆出来的基础设施。市场统计显示，过去四个季度阿里在AI和云相关资本开支上累计接近1200亿元人民币，同期<a 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260116092752a4c9a9a0&s=b>新浪财经</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n回头又看了一遍阿里千问发布会，确实有点震撼。对阿里过去大半年重投布局的AI和WAIMAI早晚会合流这件事有预期，只不过没想到这么快。这也意味着在2026年，消费市场的变局将以超乎想象的方式开启。千问App发布会上，吴嘉对着手机说了一句“帮我点40杯霸王茶姬的伯牙绝弦”，几秒内完成选店、下单、支付，骑手半小时左右把奶茶送到现场。这是一个很具体、很难伪装的演示。虽然目前千问接入淘宝闪购、支付宝AI付，...\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260116092752a4c9a9a0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","BK1589":"北水核心资产","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260116092752a4c9a9a0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603930038","content_text":"回头又看了一遍阿里千问发布会，确实有点震撼。对阿里过去大半年重投布局的AI和WAIMAI早晚会合流这件事有预期，只不过没想到这么快。这也意味着在2026年，消费市场的变局将以超乎想象的方式开启。千问App发布会上，吴嘉对着手机说了一句“帮我点40杯霸王茶姬的伯牙绝弦”，几秒内完成选店、下单、支付，骑手半小时左右把奶茶送到现场。这是一个很具体、很难伪装的演示。虽然目前千问接入淘宝闪购、支付宝AI付，还处在公测和灰度验证阶段，但从行业视角看，这种“现场点、现场到”的展示，已经完全跑通从理解到执行，再到支付技术闭环。这属于一套可复制、可扩展的能力框架，一旦体验稳定，未来导流弹性会非常大。特别是放到外卖这个高频场景，用户入口在迁移，或者说交互习惯，从“点选操作”迁移到“自然语言对话”。作为淘宝闪购的竞争对手们，如果看了这个发布会，肯定是很难坐得住了。外卖的胜负逻辑开始改变在这之前，讲外卖行业上半场，核心比的是两套能力：一套叫“履约密度”（骑手、站点、路径），一套叫“页面效率”（搜索、筛选、优惠、推荐）。美团长期强在前者，抢市场的话铁军地推，大家也默认“外卖就是这套游戏”。现在千问接入淘宝闪购之后，感觉在不远、且可预见的下个消费周期，游戏规则多了一层——用户第一步不一定要先打开外卖App了，先打开大概率是一个对话框，而且这个对话框是谁不重要，把需求交给系统完成就行了。这完全颠覆了推荐流那套逻辑，要知道包括美团在内的很多平台，都是按照这套逻辑建立起来的商业赚钱模式，过去几年死磕的“列表页优化”，这种边际价值会指数级下降。举个例子，比如我正在减重，“想点一份低脂晚餐，别太辣，30分钟内到”，在传统App里基本要靠自己筛店、翻菜单、看评价、算配送时长，还需要翻一下自己卡包里面哪些券可以用，凑个单什么的，这一套操作任务下来十几分钟就出去了。但是这种个性化相对复杂的需求，交给AI能给你秒回，以一次性把意图拆解成约束条件，再去匹配供给。过去讲用户需求，但很多做产品的人其实都有个共识，用户其实有时候也不知道自己需要的是什么，本质上就只有个意图。现在外卖场景，用户侧从“操作任务”变成“表达意图”，竞争就被抬到更高的维度：谁理解得更准、执行得更稳、闭环更短，未来谁就更容易把用户习惯锁进来。虽然现在只是雏形，离成熟的体验终态肯定还有一段距离，但这带来的想象力和前沿性已经足够惊人。甚至称之为是整个市场升维到下个时代的“奇点”都不为过。支付闭环，关键是要打穿“最后一公里”AI点外卖并不稀奇，关键的是这玩意能端内完成交易闭环。像AI智能体给出来购物建议之类的，其实国外很多大模型都有雏形，很多智能体能推荐、能对话，给你各种购物、机票、订餐建议等等，但几乎都会卡在最后一步。要么跳转，要么让用户自己去跳转付钱。这一步对外卖这种高频场景很致命。因为外卖转化漏斗里，步骤带来犹豫，跳转就是流失。阿里这次把“支付宝AI付”开放给千问做系统级打通，用户授权后，支付可以在千问对话界面内完成，全程不需要跳到别的App。看发布会信息里提到，AI付让操作步骤减少超过60%。从商业效率讲，同样的流量、同样的意图，成交率必然会因为链路变短而提高。另外还有个容易被忽视的量：千问C端上线两个月，月活已经突破1亿。哪怕仅仅把千问当一个“对话入口”，也不算小众产品了，已经具备规模化导流的可能性。而对淘宝闪购来说，这相当于多了一条用户进入路径，而且这条路径天然带“意图表达”的强信号，转化质量也更高。优先拿到下个时代的流量船票，这个会让对手真的很难跟。闪购的优势正在持续放大结合最近阿里释放出来的消息看，淘宝闪购本身这块业务的战略位置是不断抬高的，而且属于长期主义，不是那种“活动冲量、停了就掉”的阶段。据此前1月8日前后流传的FY26Q3（12月季度）业绩前瞻纪要，闪购业绩表现稳中向好。市场流传的口径是，12月季度淘宝闪购GMV份额继续增长，订单结构持续改善，AOV保持增长；同时提到非餐即时零售进展快，媒体也报道非餐订单量稳定在日均1000万单级别。当时我比较关注的一个点是，亏损收敛速度快于竞对，市场预期亏损约200亿这一档。这套逻辑下来看，淘宝闪购是要把结构往更可持续的方向推，现在这个叠加AI入口，感觉效果会更明显。千问接入闪购，能够充当“放大器”的角色，对闪购业务本身结构会进一步重塑，把低效的选择过程交给系统，提升成交转化；把复杂需求拆解成高价值订单，提升结构质量。如果把这部分预期加进去，亏损可能来到前瞻预期的下沿，甚至200亿以下。美团的压力个人感觉，美团现在面对的压力，其实已经不只是“有没有AI点外卖”这么简单了。阿里这次做的，并不是给闪购加个聊天功能，而是把模型、算力、支付、履约和消费场景整合成了一套能真正跑起来的系统，直接落在外卖这种高频业务上。闪购本身就是高度结构化的场景：商家匹配、库存判断、履约路径、支付确认，原本就有完整的数据和流程体系，现在交给AI做的是“理解需求+调度系统”。而这背后，是千问，是阿里过去几年持续重投入堆出来的基础设施。市场统计显示，过去四个季度阿里在AI和云相关资本开支上累计接近1200亿元人民币，同期腾讯大概在700–1000亿，百度约300–500亿，阿里在国内投入力度是最高的，而且管理层还明确提出未来三年投入3800亿用于AI相关建设，内部甚至认为这个数字偏保守。 高盛 给的Capex预期是4600亿。通义千问作为国内最早一批开源的大模型体系，已经覆盖文本、多模态、代码、Agent等多个方向，并在 阿里云 上形成了成熟的推理和部署能力。官方披露的数据里，相关模型下载量早就过亿，企业级调用规模也在持续放量。摩根士丹利 在1月的最新研报里提到，中国AI产业正在从“算力炒作”转向“应用落地定价”，真正有价值的是那些既有庞大用户基础，又能把模型能力转化为商业效率的平台型公司。阿里凭借 云计算 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