szf2001的个人主页 - 老虎社区

szf2001

szf2001

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IP属地：浙江

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0勋章

2025-09-17

这是在网暴自己不守信用吧，美团是渐进式语气催收的，我觉得很正常

欠费14元像欠债40万？美团打车“催收式”短信遭吐槽

01-21

$小米集团-W(01810)$ 黄金底

2025-10-28

$小米集团-W(01810)$ 利空出尽

2025-06-10

很多人见不得小米汽车好。传闻中因事故而“身亡”的北京站教练谢欣哲通过微博发声，表示“我没事我很好”。谣言不攻自破。

小米汽车高管辟谣高阶驾驶培训出现致命车祸

01-20

我说请在美团帮我点外卖，千问让我自己打开美团点外卖

阿里千问上线“一句话点外卖”功能，和豆包助手走了不同路线

01-08

$特斯拉(TSLA)$ 加多仓测试

2025-10-14

$恒生科技指数(HSTECH)$ 美股已反弹，港股还会远吗？

2025-06-23

赚美元花美元，4.2美元，相当于国内百姓花费4.2元。

美股异动 | 特斯拉涨幅扩大至10%，成交额超250亿美元

2025-12-05

改改改，其实就是美团打败了饿了么，饿了么品牌已无价值

阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购

2025-12-02

$美团-W(03690)$ 美团在外卖大战中打赢了

去老虎APP查看更多动态

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style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-03-02 18:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 于2026年3月2日发布公告：<strong>当日依据购回授权在香港联合交易所回购了3,022,800股B类普通股，每股回购价格介乎33.02港元至33.14港元，合计支付约99,999,060.48港元。</strong></p><p>公告指出，小米集团已发行股份（不包括库存股份）在2026年2月27日为26,145,495,216股，其中A类普通股为4,511,553,144股，B类普通股为21,633,942,072股。于2026年3月2日，公司根据股份奖励计划向合资格参与人发行22,000股新B类普通股后，B类普通股增至21,633,964,072股。当日回购股份暂列为拟注销股份，尚未从已发行股份总数中扣除。</p><p>同日公告还披露，公司于2025年6月5日经股东大会通过现行购回授权，授权数量为2,594,916,968股。截至本次购买后，公司已累计回购256,945,600股，占购回授权决议通过当日已发行股份总数的0.99%。公司强调已遵循香港联合交易所证券上市规则及相关法律法规的要求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180564878","content_text":"小米集团-W 于2026年3月2日发布公告：当日依据购回授权在香港联合交易所回购了3,022,800股B类普通股，每股回购价格介乎33.02港元至33.14港元，合计支付约99,999,060.48港元。公告指出，小米集团已发行股份（不包括库存股份）在2026年2月27日为26,145,495,216股，其中A类普通股为4,511,553,144股，B类普通股为21,633,942,072股。于2026年3月2日，公司根据股份奖励计划向合资格参与人发行22,000股新B类普通股后，B类普通股增至21,633,964,072股。当日回购股份暂列为拟注销股份，尚未从已发行股份总数中扣除。同日公告还披露，公司于2025年6月5日经股东大会通过现行购回授权，授权数量为2,594,916,968股。截至本次购买后，公司已累计回购256,945,600股，占购回授权决议通过当日已发行股份总数的0.99%。公司强调已遵循香港联合交易所证券上市规则及相关法律法规的要求。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537891879048600,"gmtCreate":1772342267240,"gmtModify":1772342269817,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"空头的理由","listText":"空头的理由","text":"空头的理由","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537891879048600","repostId":"1145545943","repostType":2,"repost":{"id":"1145545943","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772176200,"share":"https://www.laohu8.com/m/news/1145545943?lang=zh_CN&edition=full","pubTime":"2026-02-27 15:10","market":"us","language":"zh","title":"430亿美元利润都带不动股价？英伟达发布“史诗级超预期”业绩后为何仍遭抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=1145545943","media":"老虎资讯综合","summary":"当 $英伟达$ 单季赚下430亿美元，股价却在财报后下跌逾4%。尽管摩根士丹利分析师Joseph Moore称其为芯片行业“历史级别的超预期并上调指引”，市场反应却异常冷淡。Moore指出，股价反应平淡虽令人意外，但围绕英伟达的分歧本质上是长期问题。他指出，买方机构对英伟达到2027年的盈利预期“相当合理”，因为需求“没有任何放缓迹象”。换句话说，市场正在提前交易“降温预期”，而不是当前的爆发式增长。","content":"<html><head></head><body><p>当 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 单季赚下430亿美元，股价却在财报后下跌逾4%。尽管摩根士丹利分析师Joseph Moore称其为芯片行业“历史级别的超预期并上调指引”，市场反应却异常冷淡。</p><p>从数据看几乎无可挑剔：公司营收较市场预期高出约30亿美元，业绩指引更是比分析师模型高出约50亿美元，堪称“beat and raise”的典型范本。但问题在于，这样的强劲表现或许早已被提前计价。此前，多家云计算巨头已上调资本开支预期，意味着对AI芯片的投入仍在加码，市场对超预期已有心理准备。</p><p>Moore指出，股价反应平淡虽令人意外，但围绕英伟达的分歧本质上是长期问题。投资者担心AI支出的可持续性，尤其是在云厂商持续高强度投入后，自由现金流正承受“显著压力”。换言之，市场开始追问：这轮AI军备竞赛还能烧多久？</p><p>不过Moore相对乐观。他表示，云厂商仍在要求更多算力，需求并未降温。更重要的是，行业重心正从模型训练转向推理（即运行AI模型）。推理应用更贴近商业落地，最终将转化为收入来源。“长期前景依然相当不错。”</p><p>他认为，真正可能推动股价的催化剂在后面——包括CEO Jensen Huang即将在摩根士丹利科技大会上的主题演讲，以及3月举行的GTC大会。投资者将关注更清晰的产品路线图，例如Vera Rubin平台的进展，以及后续Feynman架构的细节。</p><p>伯恩斯坦研究公司分析师Stacy Rasgon则直言，不确定投资者此时还想听到什么更多利好。他指出，买方机构对英伟达到2027年的盈利预期“相当合理”，因为需求“没有任何放缓迹象”。例如，部分买方预计公司明年每股收益有望达到12美元甚至更高，而FactSet统计的市场一致预期约为10美元。</p><p>此外，市场还担忧内存供应趋紧带来的成本压力。英伟达芯片对高带宽内存依赖度极高，而在供应紧张背景下，行业价格被推高。不过，TD Cowen投行分析师Joshua Buchalter认为，公司对75%毛利率给出的“自信但偏保守”指引本身是积极信号，且英伟达很可能已在供给紧张前锁定内存供应和价格。</p><p>即便如此，Buchalter仍对近期股价疲软感到困惑，尤其是在软件板块普遍下挫的背景下。他指出一个“奇怪现象”——软件公司似乎在被市场定价为将面临“生存性衰退”，而支撑这种未来的硬件基础设施，却同样被定价为需求将迅速下滑。</p><p>换句话说，市场正在提前交易“降温预期”，而不是当前的爆发式增长。对英伟达而言，问题已不再是业绩够不够好，而是——还能好多久。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>430亿美元利润都带不动股价？英伟达发布“史诗级超预期”业绩后为何仍遭抛售</title>\n<style 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href=\"https://laohu8.com/S/NVDA\">英伟达</a> 单季赚下430亿美元，股价却在财报后下跌逾4%。尽管摩根士丹利分析师Joseph Moore称其为芯片行业“历史级别的超预期并上调指引”，市场反应却异常冷淡。</p><p>从数据看几乎无可挑剔：公司营收较市场预期高出约30亿美元，业绩指引更是比分析师模型高出约50亿美元，堪称“beat and raise”的典型范本。但问题在于，这样的强劲表现或许早已被提前计价。此前，多家云计算巨头已上调资本开支预期，意味着对AI芯片的投入仍在加码，市场对超预期已有心理准备。</p><p>Moore指出，股价反应平淡虽令人意外，但围绕英伟达的分歧本质上是长期问题。投资者担心AI支出的可持续性，尤其是在云厂商持续高强度投入后，自由现金流正承受“显著压力”。换言之，市场开始追问：这轮AI军备竞赛还能烧多久？</p><p>不过Moore相对乐观。他表示，云厂商仍在要求更多算力，需求并未降温。更重要的是，行业重心正从模型训练转向推理（即运行AI模型）。推理应用更贴近商业落地，最终将转化为收入来源。“长期前景依然相当不错。”</p><p>他认为，真正可能推动股价的催化剂在后面——包括CEO Jensen Huang即将在摩根士丹利科技大会上的主题演讲，以及3月举行的GTC大会。投资者将关注更清晰的产品路线图，例如Vera Rubin平台的进展，以及后续Feynman架构的细节。</p><p>伯恩斯坦研究公司分析师Stacy Rasgon则直言，不确定投资者此时还想听到什么更多利好。他指出，买方机构对英伟达到2027年的盈利预期“相当合理”，因为需求“没有任何放缓迹象”。例如，部分买方预计公司明年每股收益有望达到12美元甚至更高，而FactSet统计的市场一致预期约为10美元。</p><p>此外，市场还担忧内存供应趋紧带来的成本压力。英伟达芯片对高带宽内存依赖度极高，而在供应紧张背景下，行业价格被推高。不过，TD Cowen投行分析师Joshua Buchalter认为，公司对75%毛利率给出的“自信但偏保守”指引本身是积极信号，且英伟达很可能已在供给紧张前锁定内存供应和价格。</p><p>即便如此，Buchalter仍对近期股价疲软感到困惑，尤其是在软件板块普遍下挫的背景下。他指出一个“奇怪现象”——软件公司似乎在被市场定价为将面临“生存性衰退”，而支撑这种未来的硬件基础设施，却同样被定价为需求将迅速下滑。</p><p>换句话说，市场正在提前交易“降温预期”，而不是当前的爆发式增长。对英伟达而言，问题已不再是业绩够不够好，而是——还能好多久。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145545943","content_text":"当 英伟达 单季赚下430亿美元，股价却在财报后下跌逾4%。尽管摩根士丹利分析师Joseph Moore称其为芯片行业“历史级别的超预期并上调指引”，市场反应却异常冷淡。从数据看几乎无可挑剔：公司营收较市场预期高出约30亿美元，业绩指引更是比分析师模型高出约50亿美元，堪称“beat and raise”的典型范本。但问题在于，这样的强劲表现或许早已被提前计价。此前，多家云计算巨头已上调资本开支预期，意味着对AI芯片的投入仍在加码，市场对超预期已有心理准备。Moore指出，股价反应平淡虽令人意外，但围绕英伟达的分歧本质上是长期问题。投资者担心AI支出的可持续性，尤其是在云厂商持续高强度投入后，自由现金流正承受“显著压力”。换言之，市场开始追问：这轮AI军备竞赛还能烧多久？不过Moore相对乐观。他表示，云厂商仍在要求更多算力，需求并未降温。更重要的是，行业重心正从模型训练转向推理（即运行AI模型）。推理应用更贴近商业落地，最终将转化为收入来源。“长期前景依然相当不错。”他认为，真正可能推动股价的催化剂在后面——包括CEO Jensen Huang即将在摩根士丹利科技大会上的主题演讲，以及3月举行的GTC大会。投资者将关注更清晰的产品路线图，例如Vera Rubin平台的进展，以及后续Feynman架构的细节。伯恩斯坦研究公司分析师Stacy Rasgon则直言，不确定投资者此时还想听到什么更多利好。他指出，买方机构对英伟达到2027年的盈利预期“相当合理”，因为需求“没有任何放缓迹象”。例如，部分买方预计公司明年每股收益有望达到12美元甚至更高，而FactSet统计的市场一致预期约为10美元。此外，市场还担忧内存供应趋紧带来的成本压力。英伟达芯片对高带宽内存依赖度极高，而在供应紧张背景下，行业价格被推高。不过，TD Cowen投行分析师Joshua Buchalter认为，公司对75%毛利率给出的“自信但偏保守”指引本身是积极信号，且英伟达很可能已在供给紧张前锁定内存供应和价格。即便如此，Buchalter仍对近期股价疲软感到困惑，尤其是在软件板块普遍下挫的背景下。他指出一个“奇怪现象”——软件公司似乎在被市场定价为将面临“生存性衰退”，而支撑这种未来的硬件基础设施，却同样被定价为需求将迅速下滑。换句话说，市场正在提前交易“降温预期”，而不是当前的爆发式增长。对英伟达而言，问题已不再是业绩够不够好，而是——还能好多久。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537144608846920,"gmtCreate":1772159708280,"gmtModify":1772159710852,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"要跌总会有理由的，就算财报再好","listText":"要跌总会有理由的，就算财报再好","text":"要跌总会有理由的，就算财报再好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537144608846920","repostId":"2614078038","repostType":2,"repost":{"id":"2614078038","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1772146875,"share":"https://www.laohu8.com/m/news/2614078038?lang=zh_CN&edition=full","pubTime":"2026-02-27 07:01","market":"nz","language":"zh","title":"AI泡沫担忧升温！英伟达财报超预期股价却重挫5.4%，创三个月最大盘中跌幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2614078038","media":"华尔街见闻","summary":"尽管英伟达最新季度营收同比大增73%、第一财季指引高于市场平均预期，但公司前景未能打消投资者对AI支出持续性的担忧，英伟达股价周四一度下跌5.6%，创下三个月来最大盘中跌幅。市场关注焦点转向未来数年AI投资能否维持高位，以及在AI从训练转向推理阶段后，英伟达能否继续保持主导地位。同时，大规模采购承诺及存储芯片短缺等因素，也为该公司的前景增添变数。","content":"<html><head></head><body><p>人工智能（AI）芯片市场龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在发布相当亮眼的最新业绩指引后，周四股价遭遇三个月来最严重下跌。分析称，公司前景展望未能打消市场对AI泡沫的担忧。</p><p><strong>周四，英伟达股价在纽约一度下跌5.6%，至184.58美元，创下自11月25日以来最大的盘中跌幅。</strong>这一跌势出现在公司发布第一季度销售预期之后，英伟达不仅轻松超过分析师平均预期，还公布第四季度营收同比大增73%。</p><p>但分析认为，市场反应凸显出投资者如今对英伟达的怀疑态度。此前爆炸式的销售增长曾将英伟达推上全球市值最高公司的位置，如今投资者希望获得更有力的保证，确认AI支出热潮能够持续。</p><p>Hargreaves Lansdown的分析师在财报发布后的报告中表示，<strong>股东仍然担心“当前这波AI支出能否在未来几年之后继续支撑增长，以及当AI从训练模型转向日常任务运行阶段时，英伟达是否还能保持主导地位”。</strong></p><p>首席执行官黄仁勋在周三的电话会议上反驳了这些担忧。他表示，客户已经开始从新购入的算力中赚钱，因此会继续维持高水平投资。</p><p>黄仁勋说：</p><blockquote><p>“你需要算力，这会直接转化为增长，也会直接转化为收入。我有信心，他们的现金流正在增长。</p><p>我对他们现金流的增长充满信心，原因非常简单。<strong>我们现在已经看到了代理AI（agentic AI）的拐点以及智能代理的实用性。行业已经到达了另一个拐点。</strong></p></blockquote><p>因《大空头》而闻名的投资人迈克尔·伯里（Michael Burry）周四进一步加剧了市场担忧。<strong>他指出，英伟达目前的采购承诺高达952亿美元，而一年前只有161亿美元。如果需求出现波动，这可能带来风险。</strong></p><p>英伟达首席财务官科莱特·克雷斯（Colette Kress）则试图缓解分析师提出的其他担忧，包括供应受限问题。她表示，公司已经锁定足够的零部件，以满足不断增长的需求。</p><p>她对分析师表示，生产英伟达最先进芯片仍然具有挑战性。但目前的Blackwell产品线以及即将推出的继任产品Rubin，销售表现仍将超过此前预期。英伟达此前曾表示，这些芯片到2026年底将带来5000亿美元收入。</p><p>她说：</p><blockquote><p>“我们相信，我们已经建立库存和供应承诺，能够满足未来需求，包括延续到2027年的出货。”</p></blockquote><h2 id=\"id_806994663\">存储芯片紧缺，“循环交易”引担忧</h2><p>英伟达第一财季营收预计约为780亿美元，虽然高于分析师平均预期为728亿美元，但也有一些分析师此前预测接近800亿美元。此外，英伟达第四季度的营收、每股收益、调整后毛利率也都高于预期。</p><p>其中，英伟达数据中心部门本季度营收为623亿美元，高于分析师平均预期为604亿美元。其他业务板块表现较弱。游戏业务曾是英伟达的主要收入来源，本季度营收为37.3亿美元，低于分析师平均预期的40.1亿美元。汽车相关销售为6.04亿美元，而华尔街预期为6.43亿美元。</p><p><strong>分析认为，科技行业目前面临一个隐忧：存储芯片短缺。</strong>与电子行业大多数企业一样，英伟达产品依赖稳定的存储芯片供应。这些芯片为智能手机到超级计算机提供短期存储。供应紧张已推高存储芯片价格，也使今年出货更多设备变得更加困难。</p><p>这种紧张局面拖累了游戏部门。克雷斯表示，她不确定今年这一问题是否会缓解到足以让该业务恢复增长。</p><p>无论如何，AI数据中心芯片已成为更大的重心。本月早些时候，英伟达宣布<a href=\"https://laohu8.com/S/META\">Meta</a>将在未来几年部署“数百万”颗英伟达处理器，进一步加深两家公司之间原本紧密的合作关系。</p><p>英伟达的主要竞争对手<a href=\"https://laohu8.com/S/AMD\">AMD</a>本周也宣布与Meta达成类似的长期协议。该芯片制造商表示，这笔交易价值将达到<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元规模。</p><p>芯片制造商通过一系列大型长期协议，锁定未来算力需求，以此证明AI经济依然强劲。但这些交易关系过于紧密——供应商和客户有时互相持股——也引发了批评。有观点认为，这类“循环交易”可能会人为抬高需求。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI泡沫担忧升温！英伟达财报超预期股价却重挫5.4%，创三个月最大盘中跌幅</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI泡沫担忧升温！英伟达财报超预期股价却重挫5.4%，创三个月最大盘中跌幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 07:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3766293><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人工智能（AI）芯片市场龙头英伟达在发布相当亮眼的最新业绩指引后，周四股价遭遇三个月来最严重下跌。分析称，公司前景展望未能打消市场对AI泡沫的担忧。周四，英伟达股价在纽约一度下跌5.6%，至184.58美元，创下自11月25日以来最大的盘中跌幅。这一跌势出现在公司发布第一季度销售预期之后，英伟达不仅轻松超过分析师平均预期，还公布第四季度营收同比大增73%。但分析认为，市场反应凸显出投资者如今对英...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766293\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4529":"IDC概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) 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Lansdown的分析师在财报发布后的报告中表示，股东仍然担心“当前这波AI支出能否在未来几年之后继续支撑增长，以及当AI从训练模型转向日常任务运行阶段时，英伟达是否还能保持主导地位”。首席执行官黄仁勋在周三的电话会议上反驳了这些担忧。他表示，客户已经开始从新购入的算力中赚钱，因此会继续维持高水平投资。黄仁勋说：“你需要算力，这会直接转化为增长，也会直接转化为收入。我有信心，他们的现金流正在增长。我对他们现金流的增长充满信心，原因非常简单。我们现在已经看到了代理AI（agentic AI）的拐点以及智能代理的实用性。行业已经到达了另一个拐点。因《大空头》而闻名的投资人迈克尔·伯里（Michael Burry）周四进一步加剧了市场担忧。他指出，英伟达目前的采购承诺高达952亿美元，而一年前只有161亿美元。如果需求出现波动，这可能带来风险。英伟达首席财务官科莱特·克雷斯（Colette Kress）则试图缓解分析师提出的其他担忧，包括供应受限问题。她表示，公司已经锁定足够的零部件，以满足不断增长的需求。她对分析师表示，生产英伟达最先进芯片仍然具有挑战性。但目前的Blackwell产品线以及即将推出的继任产品Rubin，销售表现仍将超过此前预期。英伟达此前曾表示，这些芯片到2026年底将带来5000亿美元收入。她说：“我们相信，我们已经建立库存和供应承诺，能够满足未来需求，包括延续到2027年的出货。”存储芯片紧缺，“循环交易”引担忧英伟达第一财季营收预计约为780亿美元，虽然高于分析师平均预期为728亿美元，但也有一些分析师此前预测接近800亿美元。此外，英伟达第四季度的营收、每股收益、调整后毛利率也都高于预期。其中，英伟达数据中心部门本季度营收为623亿美元，高于分析师平均预期为604亿美元。其他业务板块表现较弱。游戏业务曾是英伟达的主要收入来源，本季度营收为37.3亿美元，低于分析师平均预期的40.1亿美元。汽车相关销售为6.04亿美元，而华尔街预期为6.43亿美元。分析认为，科技行业目前面临一个隐忧：存储芯片短缺。与电子行业大多数企业一样，英伟达产品依赖稳定的存储芯片供应。这些芯片为智能手机到超级计算机提供短期存储。供应紧张已推高存储芯片价格，也使今年出货更多设备变得更加困难。这种紧张局面拖累了游戏部门。克雷斯表示，她不确定今年这一问题是否会缓解到足以让该业务恢复增长。无论如何，AI数据中心芯片已成为更大的重心。本月早些时候，英伟达宣布Meta将在未来几年部署“数百万”颗英伟达处理器，进一步加深两家公司之间原本紧密的合作关系。英伟达的主要竞争对手AMD本周也宣布与Meta达成类似的长期协议。该芯片制造商表示，这笔交易价值将达到数百亿美元规模。芯片制造商通过一系列大型长期协议，锁定未来算力需求，以此证明AI经济依然强劲。但这些交易关系过于紧密——供应商和客户有时互相持股——也引发了批评。有观点认为，这类“循环交易”可能会人为抬高需求。","news_type":1,"symbols_score_info":{"NVDU":0.6,"NVIW.SI":0.6,"DIPS":0.6,"NVDY":0.6,"NVDS.UK":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVDQ":0.6,"NVII":0.6,"NVDL":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"ANV":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDW":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDB":0.6}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531832949601248,"gmtCreate":1770863004409,"gmtModify":1770863007159,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"也就是说阿里闪购要连续亏损至少3年","listText":"也就是说阿里闪购要连续亏损至少3年","text":"也就是说阿里闪购要连续亏损至少3年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531832949601248","repostId":"1179859971","repostType":2,"repost":{"id":"1179859971","kind":"news","weMediaInfo":{"introduction":"晚一点，好一点。这是《财经》杂志与小晚团队联合推出的新品牌。全部一手采访，没有二手信息。做你最信任的商业新闻媒体。","home_visible":1,"media_name":"晚点LatePost","id":"1026578596","head_image":"https://static.tigerbbs.com/c6daaa6faf674b18bd5facc8daca7d3d"},"pubTimestamp":1770810927,"share":"https://www.laohu8.com/m/news/1179859971?lang=zh_CN&edition=full","pubTime":"2026-02-11 19:55","market":"us","language":"zh","title":"阿里要继续大胆做淘宝闪购，三年不担心亏损","url":"https://stock-news.laohu8.com/highlight/detail?id=1179859971","media":"晚点LatePost","summary":"美团在北方反攻、淘宝在南方偷袭","content":"<html><head></head><body><p>文丨管艺雯</p><blockquote><p>《晚点 LatePost》独家获悉，阿里核心管理层 2026 年初在一次内部会议上鼓励团队要继续大胆做闪购，三年内不要有（亏损的）负担。阿里创始人马云曾在内部表示，“淘宝闪购是集团里程碑意义的战役。”</p></blockquote><p>淘宝闪购原本的计划是在 3 月中旬发起第一场战役，那时候骑手、商家都已从家乡返回，正常经营；到夏天，会再次发起大战，实现 2026 年市场份额超过美团的目标。</p><p>但 2 月初，阿里旗下 AI 助手千问 app 宣布投入 30 亿元请消费者在春节期间吃喝玩乐。上线 9 个小时，淘宝闪购在千问上就接到了 1000 万单。很快，淘宝闪购又称要投入近 20 亿元，补贴在春节跑单的外卖骑手 —— 50 亿元，和美团买叮咚的花费差不多。</p><p>三大公司以自己擅长的方式争夺 AI 入口：字节拿下央视春晚合作，想用豆包复刻一年前的 Deepseek 时刻。而元宝借着腾讯在社交上的绝对优势，以简单的红包裂变拉来新用户。阿里则以丰富的消费产品帮助培养千问的用户习惯。</p><p>春节 AI 助手大战让淘宝闪购的反攻提前开始。</p><p><strong>冬季骑手短缺，美团在北方反攻、淘宝在南方偷袭</strong></p><p>我们了解到，目前在餐饮外卖市场格局趋于稳定，美团与淘宝闪购的份额分别超过 50% 和 40%，京东不足 5%。</p><p>从去年 11 月开始，阿里不再主要追求订单量增长，而是在稳住份额的前提下，争取将 30 元以上的 “高质量订单” 占比提高到 60%。</p><p>为此淘宝闪购不断提高补贴门槛，在过去半年多，从 15 元逐渐抬高到 30 元、40 元。现在淘宝闪购单均补贴严格控制在 4 元以内，每单亏损也要控制在 4 元以内。</p><p>实现这些目标仍然需要时间。据我们了解， 2025 年 12 月，淘宝闪购 15 元以下的低价订单占比仍高于美团；美团也更强调以高质量订单计算的市场份额，其 30 元以上的订单占比徘徊在 65% - 70%。</p><p>冬天是美团的优势季节 —— 骑手回老家、北方的寒冷驱散了偶尔接单的非全职骑手，美团长期建立的骑手站点网络更能保证运力。入冬以来，美团调整补贴、动员供应商，试图夺回奶茶大战期间丢掉的份额。</p><p>双方的竞争也聚焦在履约能力上。淘宝闪购认为，只要配送时效与美团持平，就能稳固用户心智。</p><p>淘宝闪购在负责人吴泽明（花名：范禹）的带领下，主要构建了四个核心能力，把过去一些粗颗粒的指标和分类都变得更加精细：</p><p>“超算系统”，可以模拟不同时效目标下需要的骑手数量和组合方式，最大限度减低成本、提升效率；不再笼统预测订单的总配送时间，将配送的整个流程的各环节分别优化。</p><p>强化与商户的协同，淘宝闪购通过算法更准确预估出餐时间。有时系统预估需要 10 分钟出餐，但实际 5 分钟就出餐了。更精准的预估可以更及时安排骑手取餐；同时也能更有效推荐出餐快的商家。</p><p>推出多种加速产品，比如 “ 1V1 配送”，平均可以提速 8 – 20 分钟，骑手每单可以拿到补贴，这与美团的 “1 对 1 急送” 高度对标。</p><p>扩充运力体系。过去，淘宝闪购的蜂鸟运力线从过去的专送、优选、普众几条线，现在扩充了优远、蜂跑等近 10 条运力线。</p><p>淘宝闪购和美团在配送上的加速产品、骑手分类几乎都是一对一对应 —— 比如针对高等级用户优先加速，高峰场景设置专属运力池；骑手上，都更精细得涉及了多条运力线，但与平台深度绑定的依然是以专送、优选等为主的稳定运力，他们与平台深度绑定，接近平台的全职骑手，淘宝闪购的稳定运力在许多区域覆盖近 80% 订单量。</p><p>在骑手相对没那么紧缺的南方，淘宝闪购进展较多。在广州、深圳，淘宝闪购配送耗时曾长期落后美团 3 – 5 分钟，如今已反超。成都、重庆曾经是美团的后方，为华东的补贴战提供现金。现在淘宝闪购的市场份额也在逼近美团。</p><p>订单密度提升后，淘宝闪购招募骑手更方便，配送效率也就更高。武汉是淘宝闪购第四个每天配送超百万单的城市，日单量稳定在 120 万单。淘宝闪购在当地的份额从 40% 提升到近 60%。</p><p>一位淘宝闪购人士说，餐饮外卖的竞争已进入 “肉搏阶段”，比拼的都是执行细节。</p><p><strong>即时零售需要更长期投入，现在还在建仓阶段</strong></p><p>平台接入大多数餐厅并保证配送速度，就能提供合格的餐饮外卖。但即时零售涉及几十万种 SKU 的售卖，建设速度更慢，只能一个一个细分市场磕。</p><p>医药、酒、生鲜是显而易见的即时需求，但淘宝闪购都落后于对手。</p><p>医药，此前用户粘性不够，淘宝闪购正在抓紧供给池和服务产品；酒类，美团的歪马送酒和京东酒世界已经抢跑一段时间；生鲜，淘宝闪购正加快与盒马在前置仓业态的联合发力。</p><p>阿里在外卖和即时零售的优势在于淘宝主站提供的购物流量几倍于美团和京东。</p><p>现在淘宝电商页面已经开始为即时零售导流。一些品牌的天猫官方旗舰店，在 “宝贝” 页的 banner 中开始出现 “闪购” 选项卡，比如百雀羚、Only、Apple 授权专营店、迪卡侬、Babycare 等品牌的旗舰店。</p><p>占据淘宝主站一半商品流量来自搜索。现在一些用户搜索 “啤酒” 等关键词时，首条结果可能直接呈现盒马或品牌 “新鲜直送” 的闪购选项。这是淘宝主站流量与闪购融合的重要一步。</p><p>流量解决的是 “看见”，但即时零售真正的基础设施仍然是仓。</p><p>天猫超市自 2025 年 7 月开始加速建设专门服务即时零售业态的天猫超市前置仓，并在淘宝闪购频道开设了店铺，时效主要包括半日达、4 小时达，目前猫超仓已覆盖约 40 个城市。</p><p>按照行业人士的估算，淘宝闪购即时零售日订单量稳定在 1000 万单左右，大约是美团的一半。其中传统商超便利店体系、前置仓、盒马各占约 20%，天猫超市占比接近 12%。</p><p>目前阿里多个业务都在为即时零售业务建配送仓：</p><p>1.  盒马已经拥有约 200 个前置仓，计划 2026 年再新增至少 100 个；</p><p>2. 天猫行业与菜鸟合作的 4 小时履约仓仍在探索中；</p><p>3. 猫超仓，既服务天猫超市自营供给，也向第三方品牌商家开放；</p><p>4. 淘宝便利店，也就是闪电仓，目前 800 平方米的大仓持续在迭代，400 平方米的标准仓型平均单店产出在淘宝闪购仓商家中排名第一，截至 2 月，淘宝便利店已拓展超过 100 个城市。</p><p>百雀羚在 2025 年 12 月与淘宝闪购合作，在上海、杭州、南京、广州、深圳、苏州 6 个城市接入平台 4 小时履约仓。一个月后，百雀羚线上渠道负责人对我们说，其天猫官方旗舰店近 10% GMV 已经通过淘宝闪购配送。10% 看起来已经不小，但很难判断这部分是纯增量，还是对其他场域的替代。</p><p><strong>淘宝闪购跟着千问投入了下一个战场</strong></p><p>如果粗略划分，整个阿里的电商，可以分成远场电商和近场电商：远场电商，即淘宝和天猫两大块，快递两三天送达；近场电商，则包括淘宝闪购、盒马、天猫超市等，配送时效快则半小时，最长也就是半日。</p><p>阿里内部已经多次讨论过，是否要将盒马、天猫超市等与近场高度相关的业务合并，但各个业务的情况都很复杂，到目前仍没有形成真正的组织重组。这种 “相关但未合并” 的状态，导致业务的边界问题被不断保留。</p><p>一位阿里人士说，很多事情一旦需要跨团队协同，就很难找到一个对细节真正负责的人。没有明确的单点负责人，意味着很多决策只能在不断角力中向前推进——问题不是没人做事，而是 “这个项目的负责人到底归谁”。</p><p>随着 AI 入口之战的开始，淘宝闪购又有了新的任务。</p><p>字节跳动旗下火山引擎成为 2026 年央视春晚的独家 AI 云合作伙伴，豆包将深度参与。据我们了解，字节为此斥资 11 亿元。千问则合作了四大卫视（东方卫视、浙江卫视、江苏卫视、河南卫视），总计花费的金额不到前者的十分之一。</p><p>腾讯想用 10 亿红包来给元宝拉新。而除了拉来新用户，阿里希望再花 30 亿元，去培养用户在 AI 入口里的生活消费习惯，千问的主要消费供给来自淘宝闪购，免单卡的玩法也被再次拿出来，试图用 “免费的一单” 把用户拉进新的交互场景。</p><p>一个现实的担忧是，如果千问用大价钱做出了 “用 AI 买东西” 的心智，最后的果实会不会被用户量更大的豆包，或其他 AI 助手摘走？一位阿里人士说：“现在担心这些没有用，先把心智做出来。”</p><p>不过，很多消费者在春节期间可能也点不到千问的 “免单” 商品，2 月 6 日下午 16 点，千问宣布免单活动上线 9 个小时突破 1000 万单，但其中有四五个小时，很多人都处于系统崩溃无法点单的状态，此后几天，在千问点单，也会被提醒可以等到春节后再下单。</p><p>一位千问人士说，“瞬时流量太大了，从领券、点单到最后支付，中间的每个链路全线崩溃。”</p><p>在淘宝购物、淘宝闪购买奶茶点餐，平台处理的是高度确定的指令，阿里云早已驾轻就熟。但在千问下单，多少都需要通过自然语言推理任务，消耗的是 GPU 资源，每一单的算力成本可能是传统电商下单的几十倍。</p><p>缺处理器也缺骑手。为了争夺运力，淘宝闪购宣布春节期间在骑手身上要投入 20 亿，拉新一人给 2500 元的介绍费，新人骑手跑单 3 周，满足条件最高可额外多拿到 10800 元；美团也会对留岗骑手提供 5000 元 - 10000 元的跑单津贴，还有留岗补贴和活动奖金。</p><p>就像早年的双 11 一样，阿里各部门被订单推着走，在慌乱地加班中解决问题、完善系统。于是千问 App 的 DAU （日活跃用户数）在 2 月 7 日从 1000 万冲高到了约 7500 万（App + pc 端）。</p><p>据我们了解，春节期间，千问可能还会上线买电影票、充话费等功能。</p><p>大半年的补贴战打破了人们对平台护城河的预期。一位美团员工对我们说，外卖是个进入门槛不高、经营门槛很高的业务，“但任何一个行业烧掉 1000 亿的时候，讨论护城河已没有意义。”</p><p>反过来对阿里或者其他平台也是一样。如果各方用巨资把 AI 砸成新一代消费入口，曾经用商家和订单构成的护城河也可能消失。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>文丨管艺雯</p><blockquote><p>《晚点 LatePost》独家获悉，阿里核心管理层 2026 年初在一次内部会议上鼓励团队要继续大胆做闪购，三年内不要有（亏损的）负担。阿里创始人马云曾在内部表示，“淘宝闪购是集团里程碑意义的战役。”</p></blockquote><p>淘宝闪购原本的计划是在 3 月中旬发起第一场战役，那时候骑手、商家都已从家乡返回，正常经营；到夏天，会再次发起大战，实现 2026 年市场份额超过美团的目标。</p><p>但 2 月初，阿里旗下 AI 助手千问 app 宣布投入 30 亿元请消费者在春节期间吃喝玩乐。上线 9 个小时，淘宝闪购在千问上就接到了 1000 万单。很快，淘宝闪购又称要投入近 20 亿元，补贴在春节跑单的外卖骑手 —— 50 亿元，和美团买叮咚的花费差不多。</p><p>三大公司以自己擅长的方式争夺 AI 入口：字节拿下央视春晚合作，想用豆包复刻一年前的 Deepseek 时刻。而元宝借着腾讯在社交上的绝对优势，以简单的红包裂变拉来新用户。阿里则以丰富的消费产品帮助培养千问的用户习惯。</p><p>春节 AI 助手大战让淘宝闪购的反攻提前开始。</p><p><strong>冬季骑手短缺，美团在北方反攻、淘宝在南方偷袭</strong></p><p>我们了解到，目前在餐饮外卖市场格局趋于稳定，美团与淘宝闪购的份额分别超过 50% 和 40%，京东不足 5%。</p><p>从去年 11 月开始，阿里不再主要追求订单量增长，而是在稳住份额的前提下，争取将 30 元以上的 “高质量订单” 占比提高到 60%。</p><p>为此淘宝闪购不断提高补贴门槛，在过去半年多，从 15 元逐渐抬高到 30 元、40 元。现在淘宝闪购单均补贴严格控制在 4 元以内，每单亏损也要控制在 4 元以内。</p><p>实现这些目标仍然需要时间。据我们了解， 2025 年 12 月，淘宝闪购 15 元以下的低价订单占比仍高于美团；美团也更强调以高质量订单计算的市场份额，其 30 元以上的订单占比徘徊在 65% - 70%。</p><p>冬天是美团的优势季节 —— 骑手回老家、北方的寒冷驱散了偶尔接单的非全职骑手，美团长期建立的骑手站点网络更能保证运力。入冬以来，美团调整补贴、动员供应商，试图夺回奶茶大战期间丢掉的份额。</p><p>双方的竞争也聚焦在履约能力上。淘宝闪购认为，只要配送时效与美团持平，就能稳固用户心智。</p><p>淘宝闪购在负责人吴泽明（花名：范禹）的带领下，主要构建了四个核心能力，把过去一些粗颗粒的指标和分类都变得更加精细：</p><p>“超算系统”，可以模拟不同时效目标下需要的骑手数量和组合方式，最大限度减低成本、提升效率；不再笼统预测订单的总配送时间，将配送的整个流程的各环节分别优化。</p><p>强化与商户的协同，淘宝闪购通过算法更准确预估出餐时间。有时系统预估需要 10 分钟出餐，但实际 5 分钟就出餐了。更精准的预估可以更及时安排骑手取餐；同时也能更有效推荐出餐快的商家。</p><p>推出多种加速产品，比如 “ 1V1 配送”，平均可以提速 8 – 20 分钟，骑手每单可以拿到补贴，这与美团的 “1 对 1 急送” 高度对标。</p><p>扩充运力体系。过去，淘宝闪购的蜂鸟运力线从过去的专送、优选、普众几条线，现在扩充了优远、蜂跑等近 10 条运力线。</p><p>淘宝闪购和美团在配送上的加速产品、骑手分类几乎都是一对一对应 —— 比如针对高等级用户优先加速，高峰场景设置专属运力池；骑手上，都更精细得涉及了多条运力线，但与平台深度绑定的依然是以专送、优选等为主的稳定运力，他们与平台深度绑定，接近平台的全职骑手，淘宝闪购的稳定运力在许多区域覆盖近 80% 订单量。</p><p>在骑手相对没那么紧缺的南方，淘宝闪购进展较多。在广州、深圳，淘宝闪购配送耗时曾长期落后美团 3 – 5 分钟，如今已反超。成都、重庆曾经是美团的后方，为华东的补贴战提供现金。现在淘宝闪购的市场份额也在逼近美团。</p><p>订单密度提升后，淘宝闪购招募骑手更方便，配送效率也就更高。武汉是淘宝闪购第四个每天配送超百万单的城市，日单量稳定在 120 万单。淘宝闪购在当地的份额从 40% 提升到近 60%。</p><p>一位淘宝闪购人士说，餐饮外卖的竞争已进入 “肉搏阶段”，比拼的都是执行细节。</p><p><strong>即时零售需要更长期投入，现在还在建仓阶段</strong></p><p>平台接入大多数餐厅并保证配送速度，就能提供合格的餐饮外卖。但即时零售涉及几十万种 SKU 的售卖，建设速度更慢，只能一个一个细分市场磕。</p><p>医药、酒、生鲜是显而易见的即时需求，但淘宝闪购都落后于对手。</p><p>医药，此前用户粘性不够，淘宝闪购正在抓紧供给池和服务产品；酒类，美团的歪马送酒和京东酒世界已经抢跑一段时间；生鲜，淘宝闪购正加快与盒马在前置仓业态的联合发力。</p><p>阿里在外卖和即时零售的优势在于淘宝主站提供的购物流量几倍于美团和京东。</p><p>现在淘宝电商页面已经开始为即时零售导流。一些品牌的天猫官方旗舰店，在 “宝贝” 页的 banner 中开始出现 “闪购” 选项卡，比如百雀羚、Only、Apple 授权专营店、迪卡侬、Babycare 等品牌的旗舰店。</p><p>占据淘宝主站一半商品流量来自搜索。现在一些用户搜索 “啤酒” 等关键词时，首条结果可能直接呈现盒马或品牌 “新鲜直送” 的闪购选项。这是淘宝主站流量与闪购融合的重要一步。</p><p>流量解决的是 “看见”，但即时零售真正的基础设施仍然是仓。</p><p>天猫超市自 2025 年 7 月开始加速建设专门服务即时零售业态的天猫超市前置仓，并在淘宝闪购频道开设了店铺，时效主要包括半日达、4 小时达，目前猫超仓已覆盖约 40 个城市。</p><p>按照行业人士的估算，淘宝闪购即时零售日订单量稳定在 1000 万单左右，大约是美团的一半。其中传统商超便利店体系、前置仓、盒马各占约 20%，天猫超市占比接近 12%。</p><p>目前阿里多个业务都在为即时零售业务建配送仓：</p><p>1.  盒马已经拥有约 200 个前置仓，计划 2026 年再新增至少 100 个；</p><p>2. 天猫行业与菜鸟合作的 4 小时履约仓仍在探索中；</p><p>3. 猫超仓，既服务天猫超市自营供给，也向第三方品牌商家开放；</p><p>4. 淘宝便利店，也就是闪电仓，目前 800 平方米的大仓持续在迭代，400 平方米的标准仓型平均单店产出在淘宝闪购仓商家中排名第一，截至 2 月，淘宝便利店已拓展超过 100 个城市。</p><p>百雀羚在 2025 年 12 月与淘宝闪购合作，在上海、杭州、南京、广州、深圳、苏州 6 个城市接入平台 4 小时履约仓。一个月后，百雀羚线上渠道负责人对我们说，其天猫官方旗舰店近 10% GMV 已经通过淘宝闪购配送。10% 看起来已经不小，但很难判断这部分是纯增量，还是对其他场域的替代。</p><p><strong>淘宝闪购跟着千问投入了下一个战场</strong></p><p>如果粗略划分，整个阿里的电商，可以分成远场电商和近场电商：远场电商，即淘宝和天猫两大块，快递两三天送达；近场电商，则包括淘宝闪购、盒马、天猫超市等，配送时效快则半小时，最长也就是半日。</p><p>阿里内部已经多次讨论过，是否要将盒马、天猫超市等与近场高度相关的业务合并，但各个业务的情况都很复杂，到目前仍没有形成真正的组织重组。这种 “相关但未合并” 的状态，导致业务的边界问题被不断保留。</p><p>一位阿里人士说，很多事情一旦需要跨团队协同，就很难找到一个对细节真正负责的人。没有明确的单点负责人，意味着很多决策只能在不断角力中向前推进——问题不是没人做事，而是 “这个项目的负责人到底归谁”。</p><p>随着 AI 入口之战的开始，淘宝闪购又有了新的任务。</p><p>字节跳动旗下火山引擎成为 2026 年央视春晚的独家 AI 云合作伙伴，豆包将深度参与。据我们了解，字节为此斥资 11 亿元。千问则合作了四大卫视（东方卫视、浙江卫视、江苏卫视、河南卫视），总计花费的金额不到前者的十分之一。</p><p>腾讯想用 10 亿红包来给元宝拉新。而除了拉来新用户，阿里希望再花 30 亿元，去培养用户在 AI 入口里的生活消费习惯，千问的主要消费供给来自淘宝闪购，免单卡的玩法也被再次拿出来，试图用 “免费的一单” 把用户拉进新的交互场景。</p><p>一个现实的担忧是，如果千问用大价钱做出了 “用 AI 买东西” 的心智，最后的果实会不会被用户量更大的豆包，或其他 AI 助手摘走？一位阿里人士说：“现在担心这些没有用，先把心智做出来。”</p><p>不过，很多消费者在春节期间可能也点不到千问的 “免单” 商品，2 月 6 日下午 16 点，千问宣布免单活动上线 9 个小时突破 1000 万单，但其中有四五个小时，很多人都处于系统崩溃无法点单的状态，此后几天，在千问点单，也会被提醒可以等到春节后再下单。</p><p>一位千问人士说，“瞬时流量太大了，从领券、点单到最后支付，中间的每个链路全线崩溃。”</p><p>在淘宝购物、淘宝闪购买奶茶点餐，平台处理的是高度确定的指令，阿里云早已驾轻就熟。但在千问下单，多少都需要通过自然语言推理任务，消耗的是 GPU 资源，每一单的算力成本可能是传统电商下单的几十倍。</p><p>缺处理器也缺骑手。为了争夺运力，淘宝闪购宣布春节期间在骑手身上要投入 20 亿，拉新一人给 2500 元的介绍费，新人骑手跑单 3 周，满足条件最高可额外多拿到 10800 元；美团也会对留岗骑手提供 5000 元 - 10000 元的跑单津贴，还有留岗补贴和活动奖金。</p><p>就像早年的双 11 一样，阿里各部门被订单推着走，在慌乱地加班中解决问题、完善系统。于是千问 App 的 DAU （日活跃用户数）在 2 月 7 日从 1000 万冲高到了约 7500 万（App + pc 端）。</p><p>据我们了解，春节期间，千问可能还会上线买电影票、充话费等功能。</p><p>大半年的补贴战打破了人们对平台护城河的预期。一位美团员工对我们说，外卖是个进入门槛不高、经营门槛很高的业务，“但任何一个行业烧掉 1000 亿的时候，讨论护城河已没有意义。”</p><p>反过来对阿里或者其他平台也是一样。如果各方用巨资把 AI 砸成新一代消费入口，曾经用商家和订单构成的护城河也可能消失。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67891acc2a093ba781685a5e1d1b874b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179859971","content_text":"文丨管艺雯《晚点 LatePost》独家获悉，阿里核心管理层 2026 年初在一次内部会议上鼓励团队要继续大胆做闪购，三年内不要有（亏损的）负担。阿里创始人马云曾在内部表示，“淘宝闪购是集团里程碑意义的战役。”淘宝闪购原本的计划是在 3 月中旬发起第一场战役，那时候骑手、商家都已从家乡返回，正常经营；到夏天，会再次发起大战，实现 2026 年市场份额超过美团的目标。但 2 月初，阿里旗下 AI 助手千问 app 宣布投入 30 亿元请消费者在春节期间吃喝玩乐。上线 9 个小时，淘宝闪购在千问上就接到了 1000 万单。很快，淘宝闪购又称要投入近 20 亿元，补贴在春节跑单的外卖骑手 —— 50 亿元，和美团买叮咚的花费差不多。三大公司以自己擅长的方式争夺 AI 入口：字节拿下央视春晚合作，想用豆包复刻一年前的 Deepseek 时刻。而元宝借着腾讯在社交上的绝对优势，以简单的红包裂变拉来新用户。阿里则以丰富的消费产品帮助培养千问的用户习惯。春节 AI 助手大战让淘宝闪购的反攻提前开始。冬季骑手短缺，美团在北方反攻、淘宝在南方偷袭我们了解到，目前在餐饮外卖市场格局趋于稳定，美团与淘宝闪购的份额分别超过 50% 和 40%，京东不足 5%。从去年 11 月开始，阿里不再主要追求订单量增长，而是在稳住份额的前提下，争取将 30 元以上的 “高质量订单” 占比提高到 60%。为此淘宝闪购不断提高补贴门槛，在过去半年多，从 15 元逐渐抬高到 30 元、40 元。现在淘宝闪购单均补贴严格控制在 4 元以内，每单亏损也要控制在 4 元以内。实现这些目标仍然需要时间。据我们了解， 2025 年 12 月，淘宝闪购 15 元以下的低价订单占比仍高于美团；美团也更强调以高质量订单计算的市场份额，其 30 元以上的订单占比徘徊在 65% - 70%。冬天是美团的优势季节 —— 骑手回老家、北方的寒冷驱散了偶尔接单的非全职骑手，美团长期建立的骑手站点网络更能保证运力。入冬以来，美团调整补贴、动员供应商，试图夺回奶茶大战期间丢掉的份额。双方的竞争也聚焦在履约能力上。淘宝闪购认为，只要配送时效与美团持平，就能稳固用户心智。淘宝闪购在负责人吴泽明（花名：范禹）的带领下，主要构建了四个核心能力，把过去一些粗颗粒的指标和分类都变得更加精细：“超算系统”，可以模拟不同时效目标下需要的骑手数量和组合方式，最大限度减低成本、提升效率；不再笼统预测订单的总配送时间，将配送的整个流程的各环节分别优化。强化与商户的协同，淘宝闪购通过算法更准确预估出餐时间。有时系统预估需要 10 分钟出餐，但实际 5 分钟就出餐了。更精准的预估可以更及时安排骑手取餐；同时也能更有效推荐出餐快的商家。推出多种加速产品，比如 “ 1V1 配送”，平均可以提速 8 – 20 分钟，骑手每单可以拿到补贴，这与美团的 “1 对 1 急送” 高度对标。扩充运力体系。过去，淘宝闪购的蜂鸟运力线从过去的专送、优选、普众几条线，现在扩充了优远、蜂跑等近 10 条运力线。淘宝闪购和美团在配送上的加速产品、骑手分类几乎都是一对一对应 —— 比如针对高等级用户优先加速，高峰场景设置专属运力池；骑手上，都更精细得涉及了多条运力线，但与平台深度绑定的依然是以专送、优选等为主的稳定运力，他们与平台深度绑定，接近平台的全职骑手，淘宝闪购的稳定运力在许多区域覆盖近 80% 订单量。在骑手相对没那么紧缺的南方，淘宝闪购进展较多。在广州、深圳，淘宝闪购配送耗时曾长期落后美团 3 – 5 分钟，如今已反超。成都、重庆曾经是美团的后方，为华东的补贴战提供现金。现在淘宝闪购的市场份额也在逼近美团。订单密度提升后，淘宝闪购招募骑手更方便，配送效率也就更高。武汉是淘宝闪购第四个每天配送超百万单的城市，日单量稳定在 120 万单。淘宝闪购在当地的份额从 40% 提升到近 60%。一位淘宝闪购人士说，餐饮外卖的竞争已进入 “肉搏阶段”，比拼的都是执行细节。即时零售需要更长期投入，现在还在建仓阶段平台接入大多数餐厅并保证配送速度，就能提供合格的餐饮外卖。但即时零售涉及几十万种 SKU 的售卖，建设速度更慢，只能一个一个细分市场磕。医药、酒、生鲜是显而易见的即时需求，但淘宝闪购都落后于对手。医药，此前用户粘性不够，淘宝闪购正在抓紧供给池和服务产品；酒类，美团的歪马送酒和京东酒世界已经抢跑一段时间；生鲜，淘宝闪购正加快与盒马在前置仓业态的联合发力。阿里在外卖和即时零售的优势在于淘宝主站提供的购物流量几倍于美团和京东。现在淘宝电商页面已经开始为即时零售导流。一些品牌的天猫官方旗舰店，在 “宝贝” 页的 banner 中开始出现 “闪购” 选项卡，比如百雀羚、Only、Apple 授权专营店、迪卡侬、Babycare 等品牌的旗舰店。占据淘宝主站一半商品流量来自搜索。现在一些用户搜索 “啤酒” 等关键词时，首条结果可能直接呈现盒马或品牌 “新鲜直送” 的闪购选项。这是淘宝主站流量与闪购融合的重要一步。流量解决的是 “看见”，但即时零售真正的基础设施仍然是仓。天猫超市自 2025 年 7 月开始加速建设专门服务即时零售业态的天猫超市前置仓，并在淘宝闪购频道开设了店铺，时效主要包括半日达、4 小时达，目前猫超仓已覆盖约 40 个城市。按照行业人士的估算，淘宝闪购即时零售日订单量稳定在 1000 万单左右，大约是美团的一半。其中传统商超便利店体系、前置仓、盒马各占约 20%，天猫超市占比接近 12%。目前阿里多个业务都在为即时零售业务建配送仓：1.  盒马已经拥有约 200 个前置仓，计划 2026 年再新增至少 100 个；2. 天猫行业与菜鸟合作的 4 小时履约仓仍在探索中；3. 猫超仓，既服务天猫超市自营供给，也向第三方品牌商家开放；4. 淘宝便利店，也就是闪电仓，目前 800 平方米的大仓持续在迭代，400 平方米的标准仓型平均单店产出在淘宝闪购仓商家中排名第一，截至 2 月，淘宝便利店已拓展超过 100 个城市。百雀羚在 2025 年 12 月与淘宝闪购合作，在上海、杭州、南京、广州、深圳、苏州 6 个城市接入平台 4 小时履约仓。一个月后，百雀羚线上渠道负责人对我们说，其天猫官方旗舰店近 10% GMV 已经通过淘宝闪购配送。10% 看起来已经不小，但很难判断这部分是纯增量，还是对其他场域的替代。淘宝闪购跟着千问投入了下一个战场如果粗略划分，整个阿里的电商，可以分成远场电商和近场电商：远场电商，即淘宝和天猫两大块，快递两三天送达；近场电商，则包括淘宝闪购、盒马、天猫超市等，配送时效快则半小时，最长也就是半日。阿里内部已经多次讨论过，是否要将盒马、天猫超市等与近场高度相关的业务合并，但各个业务的情况都很复杂，到目前仍没有形成真正的组织重组。这种 “相关但未合并” 的状态，导致业务的边界问题被不断保留。一位阿里人士说，很多事情一旦需要跨团队协同，就很难找到一个对细节真正负责的人。没有明确的单点负责人，意味着很多决策只能在不断角力中向前推进——问题不是没人做事，而是 “这个项目的负责人到底归谁”。随着 AI 入口之战的开始，淘宝闪购又有了新的任务。字节跳动旗下火山引擎成为 2026 年央视春晚的独家 AI 云合作伙伴，豆包将深度参与。据我们了解，字节为此斥资 11 亿元。千问则合作了四大卫视（东方卫视、浙江卫视、江苏卫视、河南卫视），总计花费的金额不到前者的十分之一。腾讯想用 10 亿红包来给元宝拉新。而除了拉来新用户，阿里希望再花 30 亿元，去培养用户在 AI 入口里的生活消费习惯，千问的主要消费供给来自淘宝闪购，免单卡的玩法也被再次拿出来，试图用 “免费的一单” 把用户拉进新的交互场景。一个现实的担忧是，如果千问用大价钱做出了 “用 AI 买东西” 的心智，最后的果实会不会被用户量更大的豆包，或其他 AI 助手摘走？一位阿里人士说：“现在担心这些没有用，先把心智做出来。”不过，很多消费者在春节期间可能也点不到千问的 “免单” 商品，2 月 6 日下午 16 点，千问宣布免单活动上线 9 个小时突破 1000 万单，但其中有四五个小时，很多人都处于系统崩溃无法点单的状态，此后几天，在千问点单，也会被提醒可以等到春节后再下单。一位千问人士说，“瞬时流量太大了，从领券、点单到最后支付，中间的每个链路全线崩溃。”在淘宝购物、淘宝闪购买奶茶点餐，平台处理的是高度确定的指令，阿里云早已驾轻就熟。但在千问下单，多少都需要通过自然语言推理任务，消耗的是 GPU 资源，每一单的算力成本可能是传统电商下单的几十倍。缺处理器也缺骑手。为了争夺运力，淘宝闪购宣布春节期间在骑手身上要投入 20 亿，拉新一人给 2500 元的介绍费，新人骑手跑单 3 周，满足条件最高可额外多拿到 10800 元；美团也会对留岗骑手提供 5000 元 - 10000 元的跑单津贴，还有留岗补贴和活动奖金。就像早年的双 11 一样，阿里各部门被订单推着走，在慌乱地加班中解决问题、完善系统。于是千问 App 的 DAU （日活跃用户数）在 2 月 7 日从 1000 万冲高到了约 7500 万（App + pc 端）。据我们了解，春节期间，千问可能还会上线买电影票、充话费等功能。大半年的补贴战打破了人们对平台护城河的预期。一位美团员工对我们说，外卖是个进入门槛不高、经营门槛很高的业务，“但任何一个行业烧掉 1000 亿的时候，讨论护城河已没有意义。”反过来对阿里或者其他平台也是一样。如果各方用巨资把 AI 砸成新一代消费入口，曾经用商家和订单构成的护城河也可能消失。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529298317185504,"gmtCreate":1770259337213,"gmtModify":1770259339436,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"<a 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08:23","market":"us","language":"zh","title":"特斯拉将停产Model S和X，生产线转至制造人形机器人Optimus","url":"https://stock-news.laohu8.com/highlight/detail?id=1196380610","media":"华尔街见闻","summary":"周三美股盘后，特斯拉Q4财报电话会上CEO马斯克宣布，公司将停止生产Model S和Model X车型，并将位于加州弗里蒙特的工厂生产线转为制造Optimus人形机器人。这标志着特斯拉最早推出的两款车型正式退出历史舞台，公司战略重心进一步从传统电动汽车转向自动驾驶和人形机器人领域。华尔街见闻提及，特斯拉在财报中披露，计划本季度发布第三代Optimus，这将是\"首个面向大规模生产设计的版本\"。","content":"<html><head></head><body><blockquote><p>马斯克表示：“现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。如果你有兴趣购买Model S和X，现在是下单的时候。”他表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。</p></blockquote><p style=\"text-align: justify;\">特斯拉将停产Model S和X，将生产线转至制造人形机器人Optimus。</p><p style=\"text-align: justify;\">周三美股盘后，特斯拉Q4财报电话会上CEO马斯克宣布，<strong>公司将停止生产Model S和Model X车型，并将位于加州弗里蒙特的工厂生产线转为制造Optimus人形机器人。</strong></p><p style=\"text-align: justify;\">这标志着特斯拉最早推出的两款车型正式退出历史舞台，公司战略重心进一步从传统电动汽车转向自动驾驶和人形机器人领域。马斯克表示：</p><blockquote><p style=\"text-align: justify;\">现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。所以，如果你有兴趣购买Model S或Model X，现在就是预订的最佳时机。</p></blockquote><p style=\"text-align: justify;\">这两款车型是特斯拉最早推出的产品，但近年来随着全球电动汽车竞争加剧，公司已多次大幅降价。去年这两款车型仅占特斯拉159万辆交付量的3%，远不及Model 3和Model Y的销售表现。</p><p style=\"text-align: justify;\"><strong>马斯克表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。</strong></p><p style=\"text-align: justify;\">华尔街见闻提及，特斯拉在财报中披露，计划本季度发布第三代Optimus，这将是&#34;首个面向大规模生产设计的版本&#34;。</p><p style=\"text-align: justify;\">公司正在开发这款双足智能机器人，目标是使其能够完成从工厂作业到看护儿童等各类任务。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉将停产Model S和X，生产线转至制造人形机器人Optimus</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉将停产Model S和X，生产线转至制造人形机器人Optimus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-29 08:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764410><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克表示：“现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。如果你有兴趣购买Model S和X，现在是下单的时候。”他表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。特斯拉将停产Model S和X，将生产线转至制造人形机器人Optimus。周三美股盘后，特斯拉Q4财报电话会上CEO马斯克宣布，公司将停止生产Model S和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764410\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3764410","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196380610","content_text":"马斯克表示：“现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。如果你有兴趣购买Model S和X，现在是下单的时候。”他表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。特斯拉将停产Model S和X，将生产线转至制造人形机器人Optimus。周三美股盘后，特斯拉Q4财报电话会上CEO马斯克宣布，公司将停止生产Model S和Model X车型，并将位于加州弗里蒙特的工厂生产线转为制造Optimus人形机器人。这标志着特斯拉最早推出的两款车型正式退出历史舞台，公司战略重心进一步从传统电动汽车转向自动驾驶和人形机器人领域。马斯克表示：现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。所以，如果你有兴趣购买Model S或Model X，现在就是预订的最佳时机。这两款车型是特斯拉最早推出的产品，但近年来随着全球电动汽车竞争加剧，公司已多次大幅降价。去年这两款车型仅占特斯拉159万辆交付量的3%，远不及Model 3和Model Y的销售表现。马斯克表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。华尔街见闻提及，特斯拉在财报中披露，计划本季度发布第三代Optimus，这将是\"首个面向大规模生产设计的版本\"。公司正在开发这款双足智能机器人，目标是使其能够完成从工厂作业到看护儿童等各类任务。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526492356759752,"gmtCreate":1769565947096,"gmtModify":1769565948745,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> 底部已现","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> 底部已现","text":"$小米集团-W(01810)$ 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ai年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526721179730536","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524226972369560,"gmtCreate":1768962116861,"gmtModify":1768962120127,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> 黄金底","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> 黄金底","text":"$小米集团-W(01810)$ 黄金底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/524226972369560","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523600622232960,"gmtCreate":1768873297725,"gmtModify":1768873301637,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"我说请在美团帮我点外卖，千问让我自己打开美团点外卖","listText":"我说请在美团帮我点外卖，千问让我自己打开美团点外卖","text":"我说请在美团帮我点外卖，千问让我自己打开美团点外卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/523600622232960","repostId":"2604313626","repostType":2,"repost":{"id":"2604313626","kind":"news","pubTimestamp":1768824502,"share":"https://www.laohu8.com/m/news/2604313626?lang=zh_CN&edition=full","pubTime":"2026-01-19 20:08","market":"us","language":"zh","title":"阿里千问上线“一句话点外卖”功能，和豆包助手走了不同路线","url":"https://stock-news.laohu8.com/highlight/detail?id=2604313626","media":"隐私护卫队","summary":"1月15日，阿里力推的C端AI应用“千问”上线生活助理功能，可实现一句话点外卖、订机票、订酒店、找餐厅等。据阿里方面介绍，千问可结合淘宝上大量用户评价，为用户推荐多个较为匹配和稳妥的商品选项。2025年12月初，字节跳动旗下豆包手机助手一经上线，便掀起现象级关注度。合规争议之下，豆包手机助手不得不暂时关闭了调用诸多头部App的能力。","content":"<html><body><article><p>1月15日，<a href=\"https://laohu8.com/S/BABA\">阿里</a>力推的C端AI应用“千问”上线生活助理功能，可实现一句话点外卖、订机票、订酒店、找餐厅等。这些能力目前基于<a href=\"https://laohu8.com/S/09988\">阿里</a>系生态实现，而未接入<a href=\"https://laohu8.com/S/MPNGY\">美团</a>等外部平台。</p><p>实测显示，收到点咖啡的指令后，千问自动调用淘宝闪购，并根据用户定位信息，以卡片形式推荐附近门店的咖啡品类。待用户选定商品，千问提供支付宝作为下单交易渠道，由用户手动结算。整个过程无需离开千问App即可完成。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260119212930777v201tu5f9wkn3pa\"/><p>千问App点咖啡操作过程截图。</p><p>而在预订酒店和机票时，千问则接入阿里旗下的飞猪，从价格、舒适体验等维度筛选出多个方案供用户选择。用户可点击相关方案的卡片链接跳转至预订页面，再手动勾选合适的房型或机票套餐。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260119212937364v201d8bpadjqx6a\"/><p>千问App推荐的从北京飞往广州的多个方案。</p><p>接入电商购物场景也是千问新推出的一大亮点。据阿里方面介绍，千问可结合淘宝上大量用户评价，为用户推荐多个较为匹配和稳妥的商品选项。如此一来，用户无需像以往那样大量翻阅商品详情页进行判断。将AI用于提供购物决策背后，缘于阿里方面发现：千问App上线两个月以来，用户主动询问商品推荐的次数月环比增长300%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260119212941476v201nhl94md3kk4\"/><p>千问推荐多个符合用户指令需求的手机型号（左图）。点击商品卡片后，可查看售卖该商品的店铺（右图）。</p><p>千问的AI智能体能实现较为丝滑的体验，与技术路线上采用API（应用程序编程接口）方案密不可分。据千问《AI Agent使用须知》说明，AI智能体在部分功能下需要调用合作平台接口（如淘宝、淘宝闪购），提供自动购物、智能比价、外卖各类生活服务。</p><p>例如在点外卖的操作链条中，千问先利用AI技术识别、分析用户指令和上下文语境，以便明确用户的需求意图。接下来，智能体再在合作平台检索库存，并从合作平台的返回数据中，匹配符合需求意图的商品信息。最后，智能体在订单界面中代为填写表单及生成预订单，调用支付宝SDK（软件开发工具包）以完成订单的付款。</p><p>据介绍，涉及订单提交、资金支付、合同缔结等敏感环节时，AI智能体将仅执行到“待确认”状态（如生成待支付订单），用户必须亲自审查订单详情（包括但不限于价格、时间、退改签规则等）并点击确认或进行支付。</p><p>当前，手机AI智能体被视为未来的重要流量入口，也已成为大模型厂商和手机终端厂商竞逐的焦点。2025年12月初，字节跳动旗下豆包手机助手一经上线，便掀起现象级关注度。</p><p>和千问AI智能体的API接口技术路线不同，豆包手机助手依靠读取屏幕内容和模拟操作来完成任务。其优势是执行任务能力具有通用性，无需单个第三方App的逐一适配。</p><p>然而，“读屏+模拟点击”方案下，智能体的运行流畅度目前不及API接口方案，而且因使用手机操作底层敏感权限引发公众隐私担忧，并存在是否需获得授权才能调用外部第三方App的争议。合规争议之下，豆包手机助手不得不暂时关闭了调用诸多头部App的能力。</p><p>API接口方案也存在推广的难点。一位业内技术人士此前向南都记者分析，现阶段要想通过API接口去调用第三方App会面临两大问题：一方面，提供了这些API接口的App非常有限，需要挨家挨户去谈；另一方面，App通过API接口愿意开放的能力也非常有限。双重问题之下，手机智能体很难满足非常泛化和长尾的需求。“只有像人一样去操作手机，才能够满足人的所有需求。”该人士表示。</p><p>未来何种技术路线之下的手机端智能体产品能跑出来，成为新的流量入口，仍有待观察。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260119212950403v201c0ruzd9fx93\"/><p>文|杨柳</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里千问上线“一句话点外卖”功能，和豆包助手走了不同路线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里千问上线“一句话点外卖”功能，和豆包助手走了不同路线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-19 20:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119213325a43d2cfd&s=b><strong>隐私护卫队</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月15日，阿里力推的C端AI应用“千问”上线生活助理功能，可实现一句话点外卖、订机票、订酒店、找餐厅等。这些能力目前基于阿里系生态实现，而未接入美团等外部平台。实测显示，收到点咖啡的指令后，千问自动调用淘宝闪购，并根据用户定位信息，以卡片形式推荐附近门店的咖啡品类。待用户选定商品，千问提供支付宝作为下单交易渠道，由用户手动结算。整个过程无需离开千问App即可完成。千问App点咖啡操作过程截图。而...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119213325a43d2cfd&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":{"LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4558":"双十一","BK4587":"ChatGPT概念","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU1003077747.HKD":"BGF GLOBAL 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119213325a43d2cfd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2604313626","content_text":"1月15日，阿里力推的C端AI应用“千问”上线生活助理功能，可实现一句话点外卖、订机票、订酒店、找餐厅等。这些能力目前基于阿里系生态实现，而未接入美团等外部平台。实测显示，收到点咖啡的指令后，千问自动调用淘宝闪购，并根据用户定位信息，以卡片形式推荐附近门店的咖啡品类。待用户选定商品，千问提供支付宝作为下单交易渠道，由用户手动结算。整个过程无需离开千问App即可完成。千问App点咖啡操作过程截图。而在预订酒店和机票时，千问则接入阿里旗下的飞猪，从价格、舒适体验等维度筛选出多个方案供用户选择。用户可点击相关方案的卡片链接跳转至预订页面，再手动勾选合适的房型或机票套餐。千问App推荐的从北京飞往广州的多个方案。接入电商购物场景也是千问新推出的一大亮点。据阿里方面介绍，千问可结合淘宝上大量用户评价，为用户推荐多个较为匹配和稳妥的商品选项。如此一来，用户无需像以往那样大量翻阅商品详情页进行判断。将AI用于提供购物决策背后，缘于阿里方面发现：千问App上线两个月以来，用户主动询问商品推荐的次数月环比增长300%。千问推荐多个符合用户指令需求的手机型号（左图）。点击商品卡片后，可查看售卖该商品的店铺（右图）。千问的AI智能体能实现较为丝滑的体验，与技术路线上采用API（应用程序编程接口）方案密不可分。据千问《AI Agent使用须知》说明，AI智能体在部分功能下需要调用合作平台接口（如淘宝、淘宝闪购），提供自动购物、智能比价、外卖各类生活服务。例如在点外卖的操作链条中，千问先利用AI技术识别、分析用户指令和上下文语境，以便明确用户的需求意图。接下来，智能体再在合作平台检索库存，并从合作平台的返回数据中，匹配符合需求意图的商品信息。最后，智能体在订单界面中代为填写表单及生成预订单，调用支付宝SDK（软件开发工具包）以完成订单的付款。据介绍，涉及订单提交、资金支付、合同缔结等敏感环节时，AI智能体将仅执行到“待确认”状态（如生成待支付订单），用户必须亲自审查订单详情（包括但不限于价格、时间、退改签规则等）并点击确认或进行支付。当前，手机AI智能体被视为未来的重要流量入口，也已成为大模型厂商和手机终端厂商竞逐的焦点。2025年12月初，字节跳动旗下豆包手机助手一经上线，便掀起现象级关注度。和千问AI智能体的API接口技术路线不同，豆包手机助手依靠读取屏幕内容和模拟操作来完成任务。其优势是执行任务能力具有通用性，无需单个第三方App的逐一适配。然而，“读屏+模拟点击”方案下，智能体的运行流畅度目前不及API接口方案，而且因使用手机操作底层敏感权限引发公众隐私担忧，并存在是否需获得授权才能调用外部第三方App的争议。合规争议之下，豆包手机助手不得不暂时关闭了调用诸多头部App的能力。API接口方案也存在推广的难点。一位业内技术人士此前向南都记者分析，现阶段要想通过API接口去调用第三方App会面临两大问题：一方面，提供了这些API接口的App非常有限，需要挨家挨户去谈；另一方面，App通过API接口愿意开放的能力也非常有限。双重问题之下，手机智能体很难满足非常泛化和长尾的需求。“只有像人一样去操作手机，才能够满足人的所有需求。”该人士表示。未来何种技术路线之下的手机端智能体产品能跑出来，成为新的流量入口，仍有待观察。文|杨柳","news_type":1,"symbols_score_info":{"ALBmain":0.6,"09988":1.96,"BABA":1.96}},"isVote":1,"tweetType":1,"viewCount":7738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519638561351104,"gmtCreate":1767886205790,"gmtModify":1767886208409,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"开辅助驾驶还说不是你开的？","listText":"开辅助驾驶还说不是你开的？","text":"开辅助驾驶还说不是你开的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519638561351104","repostId":"2601369690","repostType":2,"repost":{"id":"2601369690","kind":"news","pubTimestamp":1767873971,"share":"https://www.laohu8.com/m/news/2601369690?lang=zh_CN&edition=full","pubTime":"2026-01-08 20:06","market":"us","language":"zh","title":"特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开","url":"https://stock-news.laohu8.com/highlight/detail?id=2601369690","media":"快科技","summary":"但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。特斯拉车内气囊全部弹出，车门也被挤住打不开，车内甚至已经开始冒烟了，他们两人被困在车内，非常恐怖。此次事故特斯拉负全责，因为车辆没买车损险，车损非常严重，已经报废了。","content":"<html><body><article><p>快科技1月8日消息，据报道，近日，安徽岳西高速上，一辆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发生追尾事故，车主对车辆的辅助驾驶系统也产生了质疑。</p><p>行车记录仪<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>，这辆特斯拉本来在最左侧的超车道行驶，前方大客车突然变道，特斯拉刹车不及，紧急变道至右侧车道。</p><p>但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，<strong>结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。</strong></p><p>车主介绍，当时他开了辅助驾驶系统，他看到要追尾第一反应是踩刹车，但系统却让他避让，踩刹车没有反应，导致最后追尾，并被大货车挤着拖行了几十米。</p><p>特斯拉车内气囊全部弹出，车门也被挤住打不开，车内甚至已经开始冒烟了，他们两人被困在车内，非常恐怖。</p><p>最后，是大货车司机砸碎了车玻璃，他们才逃了出来。此次事故特斯拉负全责，<strong>因为车辆没买车损险，车损非常严重，已经报废了。</strong></p><p>车主表示，如果当时是他在开车，发生这样的事故他愿意承担事故责任。但现在的情况时，车辆是由辅助驾驶来开的，车辆失控才造成事故。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260108201322229d163i88xupy3xmm\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 20:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月8日消息，据报道，近日，安徽岳西高速上，一辆特斯拉发生追尾事故，车主对车辆的辅助驾驶系统也产生了质疑。行车记录仪视频显示，这辆特斯拉本来在最左侧的超车道行驶，前方大客车突然变道，特斯拉刹车不及，紧急变道至右侧车道。但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。车主介绍，当时他开了辅助驾驶系统，他看到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&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":{"LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) 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11:29","market":"us","language":"zh","title":"烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据","url":"https://stock-news.laohu8.com/highlight/detail?id=2595359763","media":"汽车之家资讯","summary":"[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。然而目前，特斯拉决定将这份数据公布。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112919238d206qmkw3t61src\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112920164d206hhfpfkl3b7i\"/><p>这一数据明显低于华尔街流传的更广泛的市场共识预期。例如，彭博社统计的市场共识预期始终徘徊在44万辆左右。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。</p><img src=\"http://car2.autoimg.cn/cardfs/product/g33/M03/97/B4/620x0_1_autohomecar__ChxpVmlR6tqAECkoACEjYqQpW_A289.jpg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112942354d2064qdu4bft3g7\"/><p>若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。交付量降至164万辆，意味着同比降幅约达8%。作为参考，2023年为181万辆，2024年为179万辆。（消息来源：IT之家；编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 姚宇）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。这一数据明显低于华尔街流传的更...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&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":{"LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS 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(USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2595359763","content_text":"[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。这一数据明显低于华尔街流传的更广泛的市场共识预期。例如，彭博社统计的市场共识预期始终徘徊在44万辆左右。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。交付量降至164万辆，意味着同比降幅约达8%。作为参考，2023年为181万辆，2024年为179万辆。（消息来源：IT之家；编译/汽车之家 姚宇）","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516331609060208,"gmtCreate":1767078175769,"gmtModify":1767078178084,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"还有另一个国家，欺诈更甚","listText":"还有另一个国家，欺诈更甚","text":"还有另一个国家，欺诈更甚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516331609060208","repostId":"2595939761","repostType":2,"repost":{"id":"2595939761","kind":"highlight","pubTimestamp":1767076462,"share":"https://www.laohu8.com/m/news/2595939761?lang=zh_CN&edition=full","pubTime":"2025-12-30 14:34","market":"us","language":"zh","title":"马斯克称美国所有财政赤字可能都是欺诈造成","url":"https://stock-news.laohu8.com/highlight/detail?id=2595939761","media":"环球市场播报","summary":"马斯克周一针对明尼苏达州社会福利欺诈丑闻发帖称：“我对全国范围内的欺诈金额的估测下限是联邦预算的20%左右，这意味着每年1.5万亿美元。可能更高。”\n　　一位网友评论称：“整个联邦赤字可能都是欺诈造成的。”\n　　马斯克回应称：“几乎可以肯定。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","content":"<html><body><div>\n<p>　　马斯克周一针对明尼苏达州社会福利欺诈丑闻发帖称：“我对全国范围内的欺诈金额的估测下限是联邦预算的20%左右，这意味着每年1.5万亿美元。可能更高。”</p>\n<p>　　一位网友评论称：“整个联邦赤字可能都是欺诈造成的。”</p>\n<p>　　马斯克回应称：“几乎可以肯定。”</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/43/w550h293/20251230/0a85-f7fa555f9de9b8cbac84b8dbe9d50964.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克称美国所有财政赤字可能都是欺诈造成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-12-30/doc-inheqcrt5845223.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克周一针对明尼苏达州社会福利欺诈丑闻发帖称：“我对全国范围内的欺诈金额的估测下限是联邦预算的20%左右，这意味着每年1.5万亿美元。可能更高。”\n　　一位网友评论称：“整个联邦赤字可能都是欺诈造成的。”\n　　马斯克回应称：“几乎可以肯定。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-30/doc-inheqcrt5845223.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://n.sinaimg.cn/finance/transform/43/w550h293/20251230/0a85-f7fa555f9de9b8cbac84b8dbe9d50964.jpg","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 甲骨文盘中大跌5.06%，AI巨额支出引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-13 00:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>甲骨文（ORCL）今日盘中大跌5.06%，引起了市场的广泛关注。</p><p>消息面上，甲骨文最新财报显示，其资本支出高达120亿美元，远超市场预期，但营收和云业务增长不及预期。此外，公司自由现金流转为负值，债务水平高企，加剧了投资者对其财务状况的担忧。</p><p>分析师指出，甲骨文在人工智能领域的巨额投入尚未带来预期的收入增长，市场对其AI战略的可持续性产生质疑。尽管公司管理层表示这些投入将在未来转化为营收，但投资者显然对此持谨慎态度。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166600302","content_text":"甲骨文（ORCL）今日盘中大跌5.06%，引起了市场的广泛关注。消息面上，甲骨文最新财报显示，其资本支出高达120亿美元，远超市场预期，但营收和云业务增长不及预期。此外，公司自由现金流转为负值，债务水平高企，加剧了投资者对其财务状况的担忧。分析师指出，甲骨文在人工智能领域的巨额投入尚未带来预期的收入增长，市场对其AI战略的可持续性产生质疑。尽管公司管理层表示这些投入将在未来转化为营收，但投资者显然对此持谨慎态度。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507370256765632,"gmtCreate":1764900298970,"gmtModify":1764900301478,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"改改改，其实就是美团打败了饿了么，饿了么品牌已无价值","listText":"改改改，其实就是美团打败了饿了么，饿了么品牌已无价值","text":"改改改，其实就是美团打败了饿了么，饿了么品牌已无价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507370256765632","repostId":"1174683875","repostType":2,"repost":{"id":"1174683875","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764894414,"share":"https://www.laohu8.com/m/news/1174683875?lang=zh_CN&edition=full","pubTime":"2025-12-05 08:26","market":"hk","language":"zh","title":"阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购","url":"https://stock-news.laohu8.com/highlight/detail?id=1174683875","media":"老虎资讯综合","summary":"12月5日，据淘宝闪购消息，即日起，“饿了么”App在更新至最新版本后将全面焕新为“淘宝闪购”。与此同时，原涉及“饿了么”品牌表达的各个场景，近期也将陆续完成向“淘宝闪购”的焕新升级。","content":"<html><head></head><body><p>12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 “淘宝闪购”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a69a76bcde9a9fad5f61621454aa1a\" title=\"\" tg-width=\"1071\" tg-height=\"858\"/></p><p>“更新是为了更好，更好也激励我们常新。”淘宝闪购表示，“这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团‘大消费平台’战略，释放更大价值，在服务用户、商家、骑士的道路上迈出更关键的一步。”</p><p>在近期财报电话会上，阿里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的决心。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-05 08:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 “淘宝闪购”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a69a76bcde9a9fad5f61621454aa1a\" title=\"\" tg-width=\"1071\" tg-height=\"858\"/></p><p>“更新是为了更好，更好也激励我们常新。”淘宝闪购表示，“这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团‘大消费平台’战略，释放更大价值，在服务用户、商家、骑士的道路上迈出更关键的一步。”</p><p>在近期财报电话会上，阿里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的决心。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35f3ced78269d3db971c74f32a474a4b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174683875","content_text":"12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 “淘宝闪购”。“更新是为了更好，更好也激励我们常新。”淘宝闪购表示，“这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团‘大消费平台’战略，释放更大价值，在服务用户、商家、骑士的道路上迈出更关键的一步。”在近期财报电话会上，阿里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的决心。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":10142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506337728364896,"gmtCreate":1764648206992,"gmtModify":1764648209228,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457406693306811","idStr":"3457406693306811"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 美团在外卖大战中打赢了","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 美团在外卖大战中打赢了","text":"$美团-W(03690)$ 美团在外卖大战中打赢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506337728364896","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":479412646216088,"gmtCreate":1758078905139,"gmtModify":1758078907468,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457406693306811","authorIdStr":"3457406693306811"},"themes":[],"htmlText":"这是在网暴自己不守信用吧，美团是渐进式语气催收的，我觉得很正常","listText":"这是在网暴自己不守信用吧，美团是渐进式语气催收的，我觉得很正常","text":"这是在网暴自己不守信用吧，美团是渐进式语气催收的，我觉得很正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/479412646216088","repostId":"2568455035","repostType":2,"repost":{"id":"2568455035","kind":"news","pubTimestamp":1758076437,"share":"https://www.laohu8.com/m/news/2568455035?lang=zh_CN&edition=full","pubTime":"2025-09-17 10:33","market":"hk","language":"zh","title":"欠费14元像欠债40万？美团打车“催收式”短信遭吐槽","url":"https://stock-news.laohu8.com/highlight/detail?id=2568455035","media":"三言财经","summary":"三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。笔者亲测：使用美团打车欠款14元五天后遭“催收式”短信通知为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。","content":"<html><body><p>三言Pro</p><p>近日，三言注意到有网友反映自己遭到<a href=\"https://laohu8.com/S/MPNGY\">美团</a>打车“催收式”短信通知提醒交费。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/D6FAC44AE7735C165F34951D6566AD420F69F4C9_size80_w1080_h938.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/B5DAD7F773CE9EFEB3A14303A5C1CE8280CA0B25_size104_w1080_h929.jpg\"/></p><p>根据网友在社交平台上发布的帖子显示，<a href=\"https://laohu8.com/S/03690\">美团</a>打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”</p><p>这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。</p><p>该网友认为，仅仅10元钱，五天未支付，美团竟以“催债公司”的逻辑催款，实在无法理解。</p><p>笔者亲测：</p><p>使用美团打车欠款14元</p><p>五天后遭“催收式”短信通知</p><p>为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/6D2DD5B7B7C14338C26349E6AB91826C3D545D53_size72_w1080_h869.jpg\"/></p><p>“美团打车”入口在美团App首页顶部。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/046AA1B6854F6A048AE720DAB6386BE2158565B6_size136_w1080_h1692.jpg\"/></p><p>进入后，交互逻辑其它网约车平台类似，需要选择好上车点以及目的地信息。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/0B31FB649CAC97CD69F546BDF566A136A71F3D41_size167_w1080_h2246.jpg\"/></p><p>美团打车提供包括其自营车型在内的多家网约车选择，例如美团特选型、美团快车、<a href=\"https://laohu8.com/S/02643\">曹操出行</a>等。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/4A570C10109B7F6A2763A4B12B8A69C71A4E09C4_size122_w1080_h2205.jpg\"/></p><p>9月11日上午，笔者亲自使用美团打车前往1.6公里外的一家商场购物。整个打车体验除了感觉车来得比较慢外，都很不错。全程耗时5分钟，花费14元。</p><p>行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。</p><p>从行程结束那一刻算起，24小时内笔者未收到任何催款通知。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/6F3A2B759DCD7FE6C9CA6B8B7E3ED9F0CF683AD7_size74_w1080_h926.jpg\"/></p><p>而在9月14日，美团打车终于发来了第一条短信：</p><p>【美团打车】“支付延迟通知”重要提醒：尾号xxxx的2025-09-11订单已逾期48小时。及时支付将保障：✓ 维持良好信用记录✓ 享受平台专属权益。请立即点击或前往美团完成支付！</p><p>从这条短信的短信语气来看，语气平和，并不算严肃，还在强调有优惠之类信息。</p><p>会不会拖欠打车款比较久才会收到网友所述的“催收式”短信呢？于是笔者决定再等两天。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/70210DE953AEC1D75CFBBEC461D2D74798F65A4C_size66_w1080_h925.jpg\"/></p><p>果然，9月16日，笔者再次收到一条美团打车发的交费通知：</p><p>【美团打车】乘客您好，平台正式提醒您：订单“(京MFS131)：起点慧忠北里第二社...”已逾期5天，请务必于今日23:59前登录美团官方app完成支付，否则将直接影响您的平台信用记录！</p><p>而这一次，短信的语气严肃了很多，虽然和网友截图中的用词有出入，但确实有种“压力值爆表”感。</p><p>短信从“支付延迟通知”开头，直接转为“平台正式提醒您”；之后又是“请务必……”‘又是“否则将直接影响您的平台信用记录！”</p><p>这一连串话术给人一种“我不是欠了14元打车费，而是欠了40万‘黑网贷’”的感觉，说不定再拖几天就要“爆通讯录”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/316D3D934C2D3C5293D5EAABD21FFC43ED7537E3_size37_w1080_h438.jpg\"/></p><p>于是笔者就这条短信内容咨询美团客服，尤其是短信中“平台信用记录”中“平台”是否指国家征信系统的信用记录提问。</p><p>但美团客服根本不正面回答，仅表示笔者以后不会再收到这类短信，同时也强调用户银行征信记录不会受影响。</p><p>大量网友吐槽美团打车</p><p>三言注意到，美团打车“催收式”通知短信情况并非个例。很多网友都曾在社交平台上吐槽过。这种情况甚至早在几年前就存在，而且短信话术都“五花八门”，并且充满“紧迫感”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/C7FDB2127BBBA8253664BD3CB8AB26ECA2623396_size76_w1080_h1663.jpg\"/></p><p>比如有强调“平台会逐步加重处罚”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/DFC6B9D21A12C0341AD70518F267E90BE65C69D9_size95_w1080_h1359.jpg\"/></p><p>有“执行要求”，不按时支付“将采取必要措施”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/9B1B465B6A9288850BD523034528CBC81BF8FF7C_size69_w1080_h952.jpg\"/></p><p>有“账户封锁警告”、“紧急情况！您的账户将在1小时后全面封锁……”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/52C3B66F3FD9817F35FEFFB541E4D69777284245_size158_w1080_h2068.jpg\"/></p><p>有“追责即将启动”、“我方将启动刚性措施”、“避免今日23:59后的后果”、“最后警告”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/3D527B68A84CD7A1C3C514F1A9D4D77A4F25D73E_size76_w1080_h947.jpg\"/></p><p>有“征信黑名单”、“警告！如您在……不支付欠款”、“将被报送至征信机构，形成征信黑名单记录……”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/BDD3DBCC24E529FE91ED7ABC35B9C12EB68F0B37_size130_w888_h1568.jpg\"/></p><p>还有“启动处罚”、“拖欠和失信双名单处罚”、“构成拖欠并追责”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/DAE7D1ED88CFF02C893C5048031652F6D2441177_size471_w1080_h6437.jpg\"/></p><p>更离谱的是，还有网友晒出自己手机拦截记录显示，自一月起动不动就会受到美团打车的催款通知，而且从截图露出的部分看，通知短信用词都非常严厉，充满各种“法律诉讼预警”、“违约记录即将提交”、“账户封锁警告”……等内容。</p><p>诚信交易固然重要</p><p>用户体验同样应当被重视</p><p>如果不注意看通知短信前“美团打车”四个字的话，这些短信内容真的很像网贷逾期后遭到催收公司催款的短信通知。</p><p>当然，欠缴打车费用甚至故意拖欠确实不应该，使用网约车服务后及时交费也是一种义务。但是美团打车这样的行为是否少了点“人情味”呢？</p><p>现在，移动支付的便捷往往让人们有时会充满“迟钝感”。尤其是网约车支付场景，不需要抵达目的地后立刻付款，可以事后在手机上完成履约。但生活中，出现“下车后忙着办事”等情景导致忘记支付的情况并不少见。</p><p>因此，相信绝大部分消费者并非故意欠款不还。</p><p>更何况，即使是在北上广深这样的大城市，使用网约车服务再贵充其量是几百元钱。那么，因几十、几百元钱就以及其严肃的口吻“催收”，着实在用户体验方面欠考虑。</p><p>从笔者和美团客服的沟通情况来看，这种短信催收形式是可以关闭的；其次，短信里所谓的“影响平台征信”应该也不是指国家级别的征信系统，否则客服也不会指出对征信没有影响。</p><p>那在某种角度上可以视作美团打车这种提醒方式多少有点“小题大做”、甚至“威胁”的意思。</p><p>在如今网约车市场竞争激烈的大背景下，各个玩家都在“卷”服务、“卷”体验。</p><p>在各个细节都能让用户满意，才更有赢的胜算。</p><p>笔者真心建议美团打车方面更换交费短信通知的话术，用温柔的语言，一样能够起到提醒大家的作用，不是吗？</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>欠费14元像欠债40万？美团打车“催收式”短信遭吐槽</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n欠费14元像欠债40万？美团打车“催收式”短信遭吐槽\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 10:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8miWa4rkxKM><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。根据网友在社交平台上发布的帖子显示，美团打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。该网友认为，仅仅10元钱，五天...</p>\n\n<a href=\"https://tech.ifeng.com/c/8miWa4rkxKM\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03690":"美团-W","LU1688375341.USD":"贝莱德中国灵活股票基金","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0048597586.USD":"富达亚洲焦点A","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) 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利空出尽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/493957952946280","isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185020089811532","authorId":"4185020089811532","name":"wersix119","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4185020089811532","authorIdStr":"4185020089811532"},"content":"反弹应该会有，下个月18号附近再跌一波。","text":"反弹应该会有，下个月18号附近再跌一波。","html":"反弹应该会有，下个月18号附近再跌一波。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444480157827680,"gmtCreate":1749536721969,"gmtModify":1749536723169,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457406693306811","authorIdStr":"3457406693306811"},"themes":[],"htmlText":"很多人见不得小米汽车好。传闻中因事故而“身亡”的北京站教练谢欣哲通过微博发声，表示“我没事我很好”。谣言不攻自破。","listText":"很多人见不得小米汽车好。传闻中因事故而“身亡”的北京站教练谢欣哲通过微博发声，表示“我没事我很好”。谣言不攻自破。","text":"很多人见不得小米汽车好。传闻中因事故而“身亡”的北京站教练谢欣哲通过微博发声，表示“我没事我很好”。谣言不攻自破。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444480157827680","repostId":"1126167006","repostType":2,"repost":{"id":"1126167006","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1749516841,"share":"https://www.laohu8.com/m/news/1126167006?lang=zh_CN&edition=full","pubTime":"2025-06-10 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08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>针对网传小米汽车高阶驾驶培训出现致命车祸，小米汽车副总裁李肖爽6月10日在微博发文辟谣称，近日有大量小号在各平台广泛散播事故图片，并用尽话术污名化培训项目，甚至不惜捏造伤亡的谣言，严重误导公众，性质极其恶劣，对此将启动法律程序，追究造谣者法律责任。随后，小米集团公关部总经理王化转发该条微博并表示，昨日已经全部完成取证，并已启动法律程序。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af0ededfb2c63d9a91b17beb4e145f63\" tg-width=\"736\" tg-height=\"720\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126167006","content_text":"针对网传小米汽车高阶驾驶培训出现致命车祸，小米汽车副总裁李肖爽6月10日在微博发文辟谣称，近日有大量小号在各平台广泛散播事故图片，并用尽话术污名化培训项目，甚至不惜捏造伤亡的谣言，严重误导公众，性质极其恶劣，对此将启动法律程序，追究造谣者法律责任。随后，小米集团公关部总经理王化转发该条微博并表示，昨日已经全部完成取证，并已启动法律程序。","news_type":1,"symbols_score_info":{"XIACY":1.1,"MIUmain":1.1,"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523600622232960,"gmtCreate":1768873297725,"gmtModify":1768873301637,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457406693306811","authorIdStr":"3457406693306811"},"themes":[],"title":"","htmlText":"我说请在美团帮我点外卖，千问让我自己打开美团点外卖","listText":"我说请在美团帮我点外卖，千问让我自己打开美团点外卖","text":"我说请在美团帮我点外卖，千问让我自己打开美团点外卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/523600622232960","repostId":"2604313626","repostType":2,"repost":{"id":"2604313626","kind":"news","pubTimestamp":1768824502,"share":"https://www.laohu8.com/m/news/2604313626?lang=zh_CN&edition=full","pubTime":"2026-01-19 20:08","market":"us","language":"zh","title":"阿里千问上线“一句话点外卖”功能，和豆包助手走了不同路线","url":"https://stock-news.laohu8.com/highlight/detail?id=2604313626","media":"隐私护卫队","summary":"1月15日，阿里力推的C端AI应用“千问”上线生活助理功能，可实现一句话点外卖、订机票、订酒店、找餐厅等。据阿里方面介绍，千问可结合淘宝上大量用户评价，为用户推荐多个较为匹配和稳妥的商品选项。2025年12月初，字节跳动旗下豆包手机助手一经上线，便掀起现象级关注度。合规争议之下，豆包手机助手不得不暂时关闭了调用诸多头部App的能力。","content":"<html><body><article><p>1月15日，<a href=\"https://laohu8.com/S/BABA\">阿里</a>力推的C端AI应用“千问”上线生活助理功能，可实现一句话点外卖、订机票、订酒店、找餐厅等。这些能力目前基于<a href=\"https://laohu8.com/S/09988\">阿里</a>系生态实现，而未接入<a href=\"https://laohu8.com/S/MPNGY\">美团</a>等外部平台。</p><p>实测显示，收到点咖啡的指令后，千问自动调用淘宝闪购，并根据用户定位信息，以卡片形式推荐附近门店的咖啡品类。待用户选定商品，千问提供支付宝作为下单交易渠道，由用户手动结算。整个过程无需离开千问App即可完成。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260119212930777v201tu5f9wkn3pa\"/><p>千问App点咖啡操作过程截图。</p><p>而在预订酒店和机票时，千问则接入阿里旗下的飞猪，从价格、舒适体验等维度筛选出多个方案供用户选择。用户可点击相关方案的卡片链接跳转至预订页面，再手动勾选合适的房型或机票套餐。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260119212937364v201d8bpadjqx6a\"/><p>千问App推荐的从北京飞往广州的多个方案。</p><p>接入电商购物场景也是千问新推出的一大亮点。据阿里方面介绍，千问可结合淘宝上大量用户评价，为用户推荐多个较为匹配和稳妥的商品选项。如此一来，用户无需像以往那样大量翻阅商品详情页进行判断。将AI用于提供购物决策背后，缘于阿里方面发现：千问App上线两个月以来，用户主动询问商品推荐的次数月环比增长300%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260119212941476v201nhl94md3kk4\"/><p>千问推荐多个符合用户指令需求的手机型号（左图）。点击商品卡片后，可查看售卖该商品的店铺（右图）。</p><p>千问的AI智能体能实现较为丝滑的体验，与技术路线上采用API（应用程序编程接口）方案密不可分。据千问《AI Agent使用须知》说明，AI智能体在部分功能下需要调用合作平台接口（如淘宝、淘宝闪购），提供自动购物、智能比价、外卖各类生活服务。</p><p>例如在点外卖的操作链条中，千问先利用AI技术识别、分析用户指令和上下文语境，以便明确用户的需求意图。接下来，智能体再在合作平台检索库存，并从合作平台的返回数据中，匹配符合需求意图的商品信息。最后，智能体在订单界面中代为填写表单及生成预订单，调用支付宝SDK（软件开发工具包）以完成订单的付款。</p><p>据介绍，涉及订单提交、资金支付、合同缔结等敏感环节时，AI智能体将仅执行到“待确认”状态（如生成待支付订单），用户必须亲自审查订单详情（包括但不限于价格、时间、退改签规则等）并点击确认或进行支付。</p><p>当前，手机AI智能体被视为未来的重要流量入口，也已成为大模型厂商和手机终端厂商竞逐的焦点。2025年12月初，字节跳动旗下豆包手机助手一经上线，便掀起现象级关注度。</p><p>和千问AI智能体的API接口技术路线不同，豆包手机助手依靠读取屏幕内容和模拟操作来完成任务。其优势是执行任务能力具有通用性，无需单个第三方App的逐一适配。</p><p>然而，“读屏+模拟点击”方案下，智能体的运行流畅度目前不及API接口方案，而且因使用手机操作底层敏感权限引发公众隐私担忧，并存在是否需获得授权才能调用外部第三方App的争议。合规争议之下，豆包手机助手不得不暂时关闭了调用诸多头部App的能力。</p><p>API接口方案也存在推广的难点。一位业内技术人士此前向南都记者分析，现阶段要想通过API接口去调用第三方App会面临两大问题：一方面，提供了这些API接口的App非常有限，需要挨家挨户去谈；另一方面，App通过API接口愿意开放的能力也非常有限。双重问题之下，手机智能体很难满足非常泛化和长尾的需求。“只有像人一样去操作手机，才能够满足人的所有需求。”该人士表示。</p><p>未来何种技术路线之下的手机端智能体产品能跑出来，成为新的流量入口，仍有待观察。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260119212950403v201c0ruzd9fx93\"/><p>文|杨柳</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里千问上线“一句话点外卖”功能，和豆包助手走了不同路线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里千问上线“一句话点外卖”功能，和豆包助手走了不同路线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-19 20:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119213325a43d2cfd&s=b><strong>隐私护卫队</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月15日，阿里力推的C端AI应用“千问”上线生活助理功能，可实现一句话点外卖、订机票、订酒店、找餐厅等。这些能力目前基于阿里系生态实现，而未接入美团等外部平台。实测显示，收到点咖啡的指令后，千问自动调用淘宝闪购，并根据用户定位信息，以卡片形式推荐附近门店的咖啡品类。待用户选定商品，千问提供支付宝作为下单交易渠道，由用户手动结算。整个过程无需离开千问App即可完成。千问App点咖啡操作过程截图。而...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119213325a43d2cfd&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":{"LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4558":"双十一","BK4587":"ChatGPT概念","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU1003077747.HKD":"BGF GLOBAL 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 加多仓测试","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 加多仓测试","text":"$特斯拉(TSLA)$ 加多仓测试","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519634822591840","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488994864649032,"gmtCreate":1760410717684,"gmtModify":1760410719411,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457406693306811","authorIdStr":"3457406693306811"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 美股已反弹，港股还会远吗？","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 美股已反弹，港股还会远吗？","text":"$恒生科技指数(HSTECH)$ 美股已反弹，港股还会远吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/488994864649032","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204230179676252","authorId":"4204230179676252","name":"微笑 向暖","avatar":"https://static.tigerbbs.com/d44c1251421a313d62364f478b7d89a9","crmLevel":5,"crmLevelSwitch":1,"idStr":"4204230179676252","authorIdStr":"4204230179676252"},"content":"你也不看看过完年到现在涨了多少。","text":"你也不看看过完年到现在涨了多少。","html":"你也不看看过完年到现在涨了多少。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449177302217056,"gmtCreate":1750688768730,"gmtModify":1750688770482,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457406693306811","authorIdStr":"3457406693306811"},"themes":[],"htmlText":"赚美元花美元，4.2美元，相当于国内百姓花费4.2元。","listText":"赚美元花美元，4.2美元，相当于国内百姓花费4.2元。","text":"赚美元花美元，4.2美元，相当于国内百姓花费4.2元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449177302217056","repostId":"1122217519","repostType":2,"repost":{"id":"1122217519","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1750690053,"share":"https://www.laohu8.com/m/news/1122217519?lang=zh_CN&edition=full","pubTime":"2025-06-23 22:47","market":"us","language":"zh","title":"美股异动 | 特斯拉涨幅扩大至10%，成交额超250亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122217519","media":"老虎资讯综合","summary":"本周一美股盘初， $特斯拉$ 涨幅扩大至5%，截至发稿报338.36美元，成交额近90亿美元：当地时间6月22日，特斯拉正式在美国得州奥斯汀推出无人驾驶出租车Robotaxi服务，目前每趟车费暂定为固定的4.20美元。现阶段，特斯拉Robotaxi服务覆盖奥斯汀南部区域，运行时间为早6点至午夜12点。从社交平台发布的多段特斯拉Robotaxi体验视频来看，其车辆驾驶位为无人状态，但副驾配备了安全员，其自动驾驶技术仅用摄像头和神经网络，无需激光雷达等设备。","content":"<html><head></head><body><p>本周一（6月23日）美股盘初， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 涨幅扩大至10%，截至发稿报356.5美元，成交额超250亿美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/871a3bd5371da542e5d03ef5b41e4e18\" tg-width=\"560\" tg-height=\"240\"/></p><p>当地时间6月22日，特斯拉正式在美国得州奥斯汀推出无人驾驶出租车Robotaxi服务，目前每趟车费暂定为固定的4.20美元（约合人民币30.2元）。其CEO马斯克在社交媒体上直言，“这是大家十年来辛勤工作的成就”。</p><p style=\"text-align: justify;\">据悉，特斯拉首批运营车辆为10台焕新Model Y，<strong>后续预计将有Cybercab等更多车辆加入车队，并进一步拓展运营范围</strong>。与此同时，<strong>首批试乘采取邀请制</strong>，受邀用户可通过Robotaxi APP在现运营范围内呼叫车辆，需绑定银行卡。</p><p style=\"text-align: justify;\">现阶段，特斯拉Robotaxi服务覆盖奥斯汀南部区域，运行时间为早6点至午夜12点。受邀用户通过全新的Robotaxi App可呼叫Robotaxi，自动同步账户内的支付、座椅、音乐等设置。</p><p style=\"text-align: justify;\">从社交平台发布的多段特斯拉Robotaxi体验视频来看，其车辆驾驶位为无人状态，但副驾配备了安全员，<strong>其自动驾驶技术仅用摄像头和神经网络，无需激光雷达等设备。同时，奥斯汀试点的安全员配置只是过渡措施，最终将实现完全无人驾驶。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 特斯拉涨幅扩大至10%，成交额超250亿美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动 | 特斯拉涨幅扩大至10%，成交额超250亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-23 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周一（6月23日）美股盘初， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 涨幅扩大至10%，截至发稿报356.5美元，成交额超250亿美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/871a3bd5371da542e5d03ef5b41e4e18\" tg-width=\"560\" tg-height=\"240\"/></p><p>当地时间6月22日，特斯拉正式在美国得州奥斯汀推出无人驾驶出租车Robotaxi服务，目前每趟车费暂定为固定的4.20美元（约合人民币30.2元）。其CEO马斯克在社交媒体上直言，“这是大家十年来辛勤工作的成就”。</p><p style=\"text-align: justify;\">据悉，特斯拉首批运营车辆为10台焕新Model Y，<strong>后续预计将有Cybercab等更多车辆加入车队，并进一步拓展运营范围</strong>。与此同时，<strong>首批试乘采取邀请制</strong>，受邀用户可通过Robotaxi APP在现运营范围内呼叫车辆，需绑定银行卡。</p><p style=\"text-align: justify;\">现阶段，特斯拉Robotaxi服务覆盖奥斯汀南部区域，运行时间为早6点至午夜12点。受邀用户通过全新的Robotaxi App可呼叫Robotaxi，自动同步账户内的支付、座椅、音乐等设置。</p><p style=\"text-align: justify;\">从社交平台发布的多段特斯拉Robotaxi体验视频来看，其车辆驾驶位为无人状态，但副驾配备了安全员，<strong>其自动驾驶技术仅用摄像头和神经网络，无需激光雷达等设备。同时，奥斯汀试点的安全员配置只是过渡措施，最终将实现完全无人驾驶。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a882b4797947d103c6b7f3b27d6fd868","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122217519","content_text":"本周一（6月23日）美股盘初， 特斯拉 涨幅扩大至10%，截至发稿报356.5美元，成交额超250亿美元：当地时间6月22日，特斯拉正式在美国得州奥斯汀推出无人驾驶出租车Robotaxi服务，目前每趟车费暂定为固定的4.20美元（约合人民币30.2元）。其CEO马斯克在社交媒体上直言，“这是大家十年来辛勤工作的成就”。据悉，特斯拉首批运营车辆为10台焕新Model Y，后续预计将有Cybercab等更多车辆加入车队，并进一步拓展运营范围。与此同时，首批试乘采取邀请制，受邀用户可通过Robotaxi APP在现运营范围内呼叫车辆，需绑定银行卡。现阶段，特斯拉Robotaxi服务覆盖奥斯汀南部区域，运行时间为早6点至午夜12点。受邀用户通过全新的Robotaxi App可呼叫Robotaxi，自动同步账户内的支付、座椅、音乐等设置。从社交平台发布的多段特斯拉Robotaxi体验视频来看，其车辆驾驶位为无人状态，但副驾配备了安全员，其自动驾驶技术仅用摄像头和神经网络，无需激光雷达等设备。同时，奥斯汀试点的安全员配置只是过渡措施，最终将实现完全无人驾驶。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507370256765632,"gmtCreate":1764900298970,"gmtModify":1764900301478,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457406693306811","authorIdStr":"3457406693306811"},"themes":[],"title":"","htmlText":"改改改，其实就是美团打败了饿了么，饿了么品牌已无价值","listText":"改改改，其实就是美团打败了饿了么，饿了么品牌已无价值","text":"改改改，其实就是美团打败了饿了么，饿了么品牌已无价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507370256765632","repostId":"1174683875","repostType":2,"repost":{"id":"1174683875","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764894414,"share":"https://www.laohu8.com/m/news/1174683875?lang=zh_CN&edition=full","pubTime":"2025-12-05 08:26","market":"hk","language":"zh","title":"阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购","url":"https://stock-news.laohu8.com/highlight/detail?id=1174683875","media":"老虎资讯综合","summary":"12月5日，据淘宝闪购消息，即日起，“饿了么”App在更新至最新版本后将全面焕新为“淘宝闪购”。与此同时，原涉及“饿了么”品牌表达的各个场景，近期也将陆续完成向“淘宝闪购”的焕新升级。","content":"<html><head></head><body><p>12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 “淘宝闪购”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a69a76bcde9a9fad5f61621454aa1a\" title=\"\" tg-width=\"1071\" tg-height=\"858\"/></p><p>“更新是为了更好，更好也激励我们常新。”淘宝闪购表示，“这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团‘大消费平台’战略，释放更大价值，在服务用户、商家、骑士的道路上迈出更关键的一步。”</p><p>在近期财报电话会上，阿里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的决心。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-05 08:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 “淘宝闪购”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a69a76bcde9a9fad5f61621454aa1a\" title=\"\" tg-width=\"1071\" tg-height=\"858\"/></p><p>“更新是为了更好，更好也激励我们常新。”淘宝闪购表示，“这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团‘大消费平台’战略，释放更大价值，在服务用户、商家、骑士的道路上迈出更关键的一步。”</p><p>在近期财报电话会上，阿里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的决心。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35f3ced78269d3db971c74f32a474a4b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174683875","content_text":"12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 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