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不高兴的小欣
2025-01-06
$小米集团-W(01810)$
老百姓都吃不起饭了为什么要买车?
不高兴的小欣
2025-02-27
$小米集团-W(01810)$
一个应届研究生小米干五年,赚了2400万,来钱太快了,实现阶级跨越
不高兴的小欣
2025-06-19
$美团-W(03690)$
恒生跌5%,美团跌16%。恒生如果回调15%,美团跌破100。几乎是定局,这件事确定到老虎证券做空美团的做空池连续15个交易日爆满,做空的人太多,几乎是捡钱,以至于做空美团在老虎上都无法操作了,不是一天两天是连续15天....
不高兴的小欣
2025-01-14
$美团-W(03690)$
跌的确实有点夸张了,最近20个交易日,出现了跌5涨1,跌6涨1,跌6涨1。最近20个交易日跌16个。这种暴跌速度,只在恒大上见过,最近一个月暴跌26%
不高兴的小欣
2025-03-05
$美团-W(03690)$
5681/5451*217/160 算算美团背离大盘指数多少点了 得出-36%
不高兴的小欣
2025-03-06
$美团-W(03690)$
换到小米,前几天,不过算下来也不怎么样……和美团一样远低于阿里、快手、腾讯、京东。不过整体上比美团还是好一些
不高兴的小欣
03-05 23:39
$美团-W(03690)$
大规模增发新股,明日暴跌继续
不高兴的小欣
2025-01-21
$快手-W(01024)$
又大规模增发新股了
不高兴的小欣
2024-12-19
$美团-W(03690)$
现在的当务之急是赶紧拉内需,发钱给内需消费性企业,因为已经确实别无他法,首先:美联储降息预期放缓,一方面美联储也要磨合特朗普团队上台的不确定性手里不敢打太多牌,一方面在国内就业ok的情况下要抑制热钱流入中国,因此降息预期只能放缓,降息的放缓会导致rmb贬值预期增强,而美国加关税让出口愈加艰难,对冲了贬值的优点,但降低了国内企业盈利能力,导致税收下滑,地方债高筑,螺旋下滑趋势愈加明显,经济下行就像癌症,刚开始就要下定决心上猛药,犹豫不决就晚了
不高兴的小欣
2025-02-18
$京东集团-SW(09618)$
京东药丸了,电商市场已经崩盘了,被抖音超越。跌到第四了,现在已经不计成本疯狂尝试新赛道。国家补贴了一次这是最后一波了。
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22:51","market":"hk","language":"zh","title":"京东Q4电话会:外卖投入将低于去年,言犀大模型调用量激增百倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2617652885","media":"华尔街见闻","summary":"京东集团公布2025年第四季度及全年业绩。针对备受关注的食品配送业务,她表示,京东外卖在保持规模健康发展的同时,将持续优化经营效率,预计2026年的投入规模将较2025年有所降低。面向2026年,京东管理层对实现可持续盈利增长充满信心。管理层预计,2026年外卖业务的投资效率将较2025年进一步改善,并承诺在保持健康增长的同时持续优化单位经济模型。2025年,京东AI相关Token调用量较2024年激增近100倍,推动全公司决策效率提升。据此投资,责任自负。","content":"<html><head></head><body><article><p><a href=\"https://laohu8.com/S/JD\">京东</a>集团公布2025年第四季度及全年业绩。在高基数压力下,公司整体营收展现韧性,核心零售业务盈利能力持续改善,综合商品及平台营销服务收入的强劲增长成为关键支撑。</p><p>财报显示,得益于综合商品与第三方平台及营销业务的持续发力,公司有效对冲了电子与家电品类的高基数影响。集团首席执行官许冉在业绩会上表示,四季度业绩符合预期,全年整体表现稳健。</p><p>在核心数据之外,许冉还透露了即时零售业务的最新进展:截至2026年2月底,京东旗下“七鲜小厨”门店数量已超过50家。针对备受关注的食品配送业务,她表示,京东外卖在保持规模健康发展的同时,将持续优化经营效率,预计2026年的投入规模将较2025年有所降低。</p><p>面向2026年,京东管理层对实现可持续盈利增长充满信心。公司将继续围绕供应链能力、人工智能技术及新业务布局深化投入,以巩固核心壁垒,为股东创造长期价值。</p><p><strong>核心零售:盈利能力扩张,主动再投资压缩短期利润率</strong></p><p>核心零售业务在四季度实现利润率扩张,但管理层将部分盈利收益战略性地再投入价格竞争力建设——尤其集中于电子及家电品类——以及研发能力和人才储备,以巩固长期竞争地位。</p><p>许冉表示,上述再投资行为对零售利润率扩张形成一定压制,但相关影响已由第三方平台业务、营销服务及超市、医疗等细分板块的利润率改善所充分消化。</p><p>在品类层面,超市业务收入实现强劲双位数增长,运营利润率稳步扩张;时尚品类亦取得显著增长,涵盖服饰、频率购物及全品类渗透。管理层强调,上述成果完全来自团队执行,而非外部因素驱动。</p><p><strong>平台与营销收入:广告需求回流,算法升级提升转化效率</strong></p><p>市场营销服务收入四季度增长15%,全年增长18.1%,成为整体增长的重要引擎。管理层将其归因于流量分配优化、转化效率提升,以及面向商家和品牌推出的"11小时算法"与智能代理工具的全面升级。</p><p>许冉表示,越来越多品牌正将预算迁移至京东平台,理由是京东被视为日销与品牌建设的高回报平台,以及全生命周期产品的首选销售渠道。</p><p>在综合商品品类方面,大部分类目实现强劲双位数增长,营销费用率优化至约4%,体现出对长期盈利路径的持续关注。</p><p><strong>外卖业务:亏损持续收窄,用户与商家规模同步扩张</strong></p><p>即时配送食品外卖业务在四季度保持稳定订单增势,同时进一步优化投入规模,单季投资总额环比削减近20%。管理层指出,自该业务上线以来,亏损规模已连续每季度实现收窄,体现出运营杠杆提升与投资框架精细化管理的成效。</p><p>从生态协同角度看,外卖业务带动京东整体用户购物频次显著提升,全年活跃用户数同比增长逾3%,增长覆盖新老用户及各消费层级。此外,平台活跃商家总数增长超过270%,餐饮商家质量的提升亦是重要贡献因素。</p><p>管理层预计,2026年外卖业务的投资效率将较2025年进一步改善,并承诺在保持健康增长的同时持续优化单位经济模型。</p><p><strong>人工智能布局:自研大模型落地超千项应用,AI代理GMV贡献数十亿</strong></p><p>在AI技术应用方面,京东自研大语言模型"言犀"已支持逾1000项真实业务场景,覆盖客户体验、采购、商家服务及运营等领域。2025年,京东AI相关Token调用量较2024年激增近100倍,推动全公司决策效率提升。</p><p>在购物体验层面,AI搜索与推荐能力持续升级,AI代理(AI Agent)2025年服务活跃用户突破1.5亿,用户渗透率超过20%,带动数十亿规模GMV。管理层预计,2026年AI代理用户规模将实现翻倍。</p><p>在物流端,京东无人配送持续深化落地,并于年内首次将自动化配送能力拓展至英国市场,为当地用户提供高品质次日达服务。管理层认为,AI将成为2026年及更长远未来的新增长前沿,公司在多个维度上已处于行业前列位置。</p><p><strong>新业务与国际化:即时零售与下沉市场双线并进</strong></p><p>在新业务进展方面,即时零售平台"京东到家"持续向下沉市场渗透,用户规模与市场份额双双扩大。管理层表示,公司正致力于通过提供当日达与次日达服务,重新定义本地购物体验,并视之为重要的长期增量市场。</p><p>国际业务亦按既定节奏推进。整体来看,管理层对2026年的业务前景表示明确信心,称将坚定践行可持续盈利增长战略,并持续强化供应链核心能力与技术竞争壁垒,以实现股东长期价值最大化。风险提示及免责条款市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。</p></article></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>京东Q4电话会:外卖投入将低于去年,言犀大模型调用量激增百倍</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京东Q4电话会:外卖投入将低于去年,言犀大模型调用量激增百倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 22:51 北京时间 <a href=https://wallstreetcn.com/articles/3766829><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东集团公布2025年第四季度及全年业绩。在高基数压力下,公司整体营收展现韧性,核心零售业务盈利能力持续改善,综合商品及平台营销服务收入的强劲增长成为关键支撑。财报显示,得益于综合商品与第三方平台及营销业务的持续发力,公司有效对冲了电子与家电品类的高基数影响。集团首席执行官许冉在业绩会上表示,四季度业绩符合预期,全年整体表现稳健。在核心数据之外,许冉还透露了即时零售业务的最新进展:截至2026年2...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766829\">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/028bf7c7eafdcd11c8df76a91d4805e0","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3766829","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617652885","content_text":"京东集团公布2025年第四季度及全年业绩。在高基数压力下,公司整体营收展现韧性,核心零售业务盈利能力持续改善,综合商品及平台营销服务收入的强劲增长成为关键支撑。财报显示,得益于综合商品与第三方平台及营销业务的持续发力,公司有效对冲了电子与家电品类的高基数影响。集团首席执行官许冉在业绩会上表示,四季度业绩符合预期,全年整体表现稳健。在核心数据之外,许冉还透露了即时零售业务的最新进展:截至2026年2月底,京东旗下“七鲜小厨”门店数量已超过50家。针对备受关注的食品配送业务,她表示,京东外卖在保持规模健康发展的同时,将持续优化经营效率,预计2026年的投入规模将较2025年有所降低。面向2026年,京东管理层对实现可持续盈利增长充满信心。公司将继续围绕供应链能力、人工智能技术及新业务布局深化投入,以巩固核心壁垒,为股东创造长期价值。核心零售:盈利能力扩张,主动再投资压缩短期利润率核心零售业务在四季度实现利润率扩张,但管理层将部分盈利收益战略性地再投入价格竞争力建设——尤其集中于电子及家电品类——以及研发能力和人才储备,以巩固长期竞争地位。许冉表示,上述再投资行为对零售利润率扩张形成一定压制,但相关影响已由第三方平台业务、营销服务及超市、医疗等细分板块的利润率改善所充分消化。在品类层面,超市业务收入实现强劲双位数增长,运营利润率稳步扩张;时尚品类亦取得显著增长,涵盖服饰、频率购物及全品类渗透。管理层强调,上述成果完全来自团队执行,而非外部因素驱动。平台与营销收入:广告需求回流,算法升级提升转化效率市场营销服务收入四季度增长15%,全年增长18.1%,成为整体增长的重要引擎。管理层将其归因于流量分配优化、转化效率提升,以及面向商家和品牌推出的\"11小时算法\"与智能代理工具的全面升级。许冉表示,越来越多品牌正将预算迁移至京东平台,理由是京东被视为日销与品牌建设的高回报平台,以及全生命周期产品的首选销售渠道。在综合商品品类方面,大部分类目实现强劲双位数增长,营销费用率优化至约4%,体现出对长期盈利路径的持续关注。外卖业务:亏损持续收窄,用户与商家规模同步扩张即时配送食品外卖业务在四季度保持稳定订单增势,同时进一步优化投入规模,单季投资总额环比削减近20%。管理层指出,自该业务上线以来,亏损规模已连续每季度实现收窄,体现出运营杠杆提升与投资框架精细化管理的成效。从生态协同角度看,外卖业务带动京东整体用户购物频次显著提升,全年活跃用户数同比增长逾3%,增长覆盖新老用户及各消费层级。此外,平台活跃商家总数增长超过270%,餐饮商家质量的提升亦是重要贡献因素。管理层预计,2026年外卖业务的投资效率将较2025年进一步改善,并承诺在保持健康增长的同时持续优化单位经济模型。人工智能布局:自研大模型落地超千项应用,AI代理GMV贡献数十亿在AI技术应用方面,京东自研大语言模型\"言犀\"已支持逾1000项真实业务场景,覆盖客户体验、采购、商家服务及运营等领域。2025年,京东AI相关Token调用量较2024年激增近100倍,推动全公司决策效率提升。在购物体验层面,AI搜索与推荐能力持续升级,AI代理(AI Agent)2025年服务活跃用户突破1.5亿,用户渗透率超过20%,带动数十亿规模GMV。管理层预计,2026年AI代理用户规模将实现翻倍。在物流端,京东无人配送持续深化落地,并于年内首次将自动化配送能力拓展至英国市场,为当地用户提供高品质次日达服务。管理层认为,AI将成为2026年及更长远未来的新增长前沿,公司在多个维度上已处于行业前列位置。新业务与国际化:即时零售与下沉市场双线并进在新业务进展方面,即时零售平台\"京东到家\"持续向下沉市场渗透,用户规模与市场份额双双扩大。管理层表示,公司正致力于通过提供当日达与次日达服务,重新定义本地购物体验,并视之为重要的长期增量市场。国际业务亦按既定节奏推进。整体来看,管理层对2026年的业务前景表示明确信心,称将坚定践行可持续盈利增长战略,并持续强化供应链核心能力与技术竞争壁垒,以实现股东长期价值最大化。风险提示及免责条款市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1,"symbols_score_info":{"89618":0.6,"09618":1.97,"JD":1.97}},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539452557017360,"gmtCreate":1772720418929,"gmtModify":1772720421526,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"元宵节、汤圆、去年100单 今年1000单","listText":"元宵节、汤圆、去年100单 今年1000单","text":"元宵节、汤圆、去年100单 今年1000单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539452557017360","repostId":"2617528598","repostType":2,"repost":{"id":"2617528598","kind":"news","pubTimestamp":1772718097,"share":"https://www.laohu8.com/m/news/2617528598?lang=zh_CN&edition=full","pubTime":"2026-03-05 21:41","market":"hk","language":"zh","title":"元宵节汤圆外卖需求爆发:京东外卖订单环比增长超10倍“预约送”单量较节前激增5.3倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2617528598","media":"证券日报","summary":"本报讯3月4日,京东外卖首次发布元宵节消费数据:元宵佳节恰逢工作日,“点外卖过元宵”成为主流消费方式。京东外卖推出“预约送”预订单服务,提前订、准时达,受到上班族和年轻群体的欢迎。京东外卖数据显示,节日期间,元宵汤圆相关商品的订单量环比1月增长超10倍,其中“预约送”订单较元宵节前增长了5.3倍。从城市维度来看,北京、广州、上海、深圳、武汉,是最热衷用外卖点汤圆的TOP5城市。","content":"<html><body><div>\n<p> 本报讯 3月4日,<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>外卖首次发布元宵节消费数据:元宵佳节恰逢工作日,“点外卖过元宵”成为主流消费方式。<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>外卖推出“预约送”预订单服务,提前订、准时达,受到上班族和年轻群体的欢迎。<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>外卖数据显示,节日期间,元宵汤圆相关商品的订单量环比1月增长超10倍,其中“预约送”订单较元宵节前增长了5.3倍。从城市维度来看,北京、广州、上海、深圳、武汉,是最热衷用外卖点汤圆的TOP5城市。</p><p> 值得注意的是,今年元宵消费,不仅更多消费者选择点外卖过节,也对汤圆元宵的创新口味和健康化提出了更高要求。京东外卖数据显示,“草莓汤圆”“龙井茶汤圆”“大黄米汤圆”等商品搜索量环比前一周增长超20倍。</p><p>(文章来源:证券日报)</p> </div></body></html>","source":"stock_eastmoney","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>元宵节汤圆外卖需求爆发:京东外卖订单环比增长超10倍“预约送”单量较节前激增5.3倍</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元宵节汤圆外卖需求爆发:京东外卖订单环比增长超10倍“预约送”单量较节前激增5.3倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 21:41 北京时间 <a href=http://finance.eastmoney.com/a/202603053663413096.html><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报讯 3月4日,京东外卖首次发布元宵节消费数据:元宵佳节恰逢工作日,“点外卖过元宵”成为主流消费方式。京东外卖推出“预约送”预订单服务,提前订、准时达,受到上班族和年轻群体的欢迎。京东外卖数据显示,节日期间,元宵汤圆相关商品的订单量环比1月增长超10倍,其中“预约送”订单较元宵节前增长了5.3倍。从城市维度来看,北京、广州、上海、深圳、武汉,是最热衷用外卖点汤圆的TOP5城市。 值得注意的是,...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603053663413096.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK4579":"人工智能","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","BK1142":"互联网与直销零售","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK4614":"Manus概念股","BK1588":"回港中概股","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999002562.SGD":"LionGlobal 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值得注意的是,今年元宵消费,不仅更多消费者选择点外卖过节,也对汤圆元宵的创新口味和健康化提出了更高要求。京东外卖数据显示,“草莓汤圆”“龙井茶汤圆”“大黄米汤圆”等商品搜索量环比前一周增长超20倍。(文章来源:证券日报)","news_type":1,"symbols_score_info":{"89618":0.6,"JD":1.91,"09618":1.91,"KJD":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538916897179152,"gmtCreate":1772592460812,"gmtModify":1772592463060,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"是可能美团已死","listText":"是可能美团已死","text":"是可能美团已死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538916897179152","repostId":"2616032907","repostType":2,"repost":{"id":"2616032907","kind":"news","pubTimestamp":1772538105,"share":"https://www.laohu8.com/m/news/2616032907?lang=zh_CN&edition=full","pubTime":"2026-03-03 19:41","market":"hk","language":"zh","title":"浏览器已死?“美团 Tabbit”们能否为它续命","url":"https://stock-news.laohu8.com/highlight/detail?id=2616032907","media":"财经网科技","summary":"3月份,Tabbit的推出,让美团在这一板块有了更精准的动作。3月2日,美团旗下的光年之外团队宣布,其全新产品Tabbit AI浏览器已进入公测。除此之外,光年之外团队还重新设计了Tabbit的操作界面,比如“全能输入框”还能直接向AI提问、搜全网信息,甚至下达复杂的指令。这一空白,为Tabbit的入场提供了窗口期。美团Tabbit主打的功能与特性,能否成为其真正的商业护城河?这些产品与Tabbit类似,均以智能体为核心,试图重构浏览器的交互逻辑。","content":"<div>\n<p>“入局AI浏览器,是大模型从技术底座向应用落地的必然延伸。”编辑|蒋菁在人工智能不断发展的今天,互联网最基础的流量入口——浏览器也迎来大变局。当行业一度喊出“浏览器已死”的论调,美团却用一款新产品给出了不一样的答案。3月2日,美团旗下光年之外团队正式宣布,全新产品Tabbit AI浏览器进入公测,这是继2026年2月推出“深度研究”智能体后,美团在AI应用层的又一落子。在国内AI的C端入口被几大...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603032201149542d23e&s=b\">网页链接</a>\n\n</div>\n","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603032201149542d23e&s=b><strong>财经网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“入局AI浏览器,是大模型从技术底座向应用落地的必然延伸。”编辑|蒋菁在人工智能不断发展的今天,互联网最基础的流量入口——浏览器也迎来大变局。当行业一度喊出“浏览器已死”的论调,美团却用一款新产品给出了不一样的答案。3月2日,美团旗下光年之外团队正式宣布,全新产品Tabbit AI浏览器进入公测,这是继2026年2月推出“深度研究”智能体后,美团在AI应用层的又一落子。在国内AI的C端入口被几大...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603032201149542d23e&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":{"LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc 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AI浏览器进入公测,这是继2026年2月推出“深度研究”智能体后,美团在AI应用层的又一落子。在国内AI的C端入口被几大巨头瓜分的前提下,美团选择从浏览器切入,既是对入口焦虑的回应,也折射出科技巨头对AI时代“超级入口”的争夺已从单纯的对话框开始转向。这场竞赛的终局,是再造一个流量入口,还是重新定义AI与网页世界交互的新规则?卡位与破局当字节豆包、阿里千问、腾讯元宝在春节档通过红包与晚会抢占用户心智时,美团在C端AI入口的竞争中显得相对沉默。3月份,Tabbit的推出,让美团在这一板块有了更精准的动作。3月2日,美团旗下的光年之外团队宣布,其全新产品Tabbit AI浏览器已进入公测。其用户定位为上班族、在校学生及内容创作者等人群,Tabbit打破了传统浏览器的功能边界,将网页浏览、全网搜索、AI对话与复杂任务执行融为一体。从现有信息来看,Tabbit与平时用的传统浏览器不一样,普通浏览器需要用户一步一步点击操作,而Tabbit是通过智能代理、妙招、脚本等自动化执行能力,在浏览器上实现了“人机并行”协作。就拿核心的智能代理来说,用户只需用自然语言描述需求,它就能自动完成复杂任务。比如想从好几个业务平台上找数据,然后做成分析报表;又或者想全网搜资料,最后要一份整理好的结构化报告,这些Tabbit都能自动帮助搞定。而且任务执行过程全程可视化,且在独立标签组中运行,完全不干扰用户的日常浏览。除此之外,光年之外团队还重新设计了Tabbit的操作界面,比如“全能输入框”还能直接向AI提问、搜全网信息,甚至下达复杂的指令。更方便的是,你可以一键“@”当前打开的网页、截图、收藏的内容,甚至本地电脑里的文件,让AI能结合这些内容,更精准地帮你做事。另外,Tabbit还集合了LongCat、DeepSeek、GLM、Kimi、豆包、通义千问、Minimax等多个主流AI模型,各种任务都能找到适合的AI来帮忙,满足不同的使用需求。中经传媒智库专家、中关村物联网产业联盟副秘书长袁帅认为,美团光年之外入局 AI 浏览器,是大模型从技术底座向应用落地的必然延伸,核心是布局流量入口、场景数据、商业闭环。AI 浏览器可升级为智能交互载体,帮美团沉淀数据、训练大模型,并与本地生活生态打通变现。这一举动将从三方面影响国内 AI 竞争:推动更多企业将大模型与传统互联网入口结合,拓展 AI 全场景应用;让 AI 竞争从单一功能转向 “技术 + 场景” 综合比拼;激活赛道热度,加速资本、技术涌入与落地。他认为,人工智能正从大模型向智能体应用层演进,从 “能对话” 走向 “会做事”。浏览器因覆盖广、用户习惯成熟、自带技术能力与跨平台优势,成为 AI 落地的关键载体。为何是浏览器?从行业格局看,当前AI浏览器赛道正处于新旧并存、分层竞争的阶段。在袁帅看来,传统浏览器已进入成熟期,普遍存在功能同质化、体验难突破、商业变现单一等痛点,广告模式也加剧了用户体验与商业利益的矛盾,行业亟须向智能助手转型。传统巨头方面,Chrome已接入Gemini,从找信息升级为办事情;国内的QQ浏览器嵌入混元、DeepSeek双模型;在夸克AI浏览器里,AI能力可被随时唤起。创业公司与插件产品则多点开花,形成了多元生态,但多数产品仍停留在功能叠加的阶段,AI仅作为问答或摘要工具,并未真正实现跨页面、跨系统的自动化执行。这一空白,为Tabbit的入场提供了窗口期。袁帅认为,Tabbit正是抓住这一变革节点,以AI为核心,把浏览器从被动信息载体升级为主动智能伙伴,既解决了传统浏览器的短板,又契合了用户对智能交互、高效办公的需求,推动行业从 “流量争夺” 转向 “价值创造”。不过他也指出,将网页浏览、全网搜索、AI对话与复杂任务执行融合,核心技术难点在于模块协同与数据打通:既要解决多系统接口兼容、算力分配、响应延迟等问题,又要让AI实时理解用户意图,实现不打扰的 “人机并行” 协作。这种模式既保留用户主导权,又提升效率,是未来人机交互的重要方向。壁垒与终局当前市场上,AI浏览器插件与独立产品层出不穷,但多数产品的核心竞争力仍停留在快速问答或简单摘要上,缺乏可持续的壁垒。Tabbit浏览器在其官方账号发文解释了其用AI改造浏览器的原因,称浏览器可能是绝大多数用户一天中使用最频繁的工具产品之一,但是以单个标签页为基本单位的浏览方式,已经难以支撑今天多线程、频繁切换的工作与生活,所以需要一种新的浏览体验。美团Tabbit主打的功能与特性,能否成为其真正的商业护城河?科方得咨询机构负责人张新原认为,这取决于生态开放性和用户粘性。其商业护城河可能在于:美团现有生态的协同效应、垂直场景的数据积累,以及工作流模板的网络效应。但真正需要建立的壁垒需要建立在跨平台兼容性和开发者生态上。放眼全球,AI原生浏览器仍处于早期探索阶段。硅谷方面,The Browser Company放弃Arc浏览器,all in AI浏览器Dia;Perplexity推出Comet,聚焦于搜索与执行的结合。这些产品与Tabbit类似,均以智能体为核心,试图重构浏览器的交互逻辑。国内厂商的布局,其实具备优势。例如,场景适配能力强,更了解国内用户的工作习惯与痛点;二是生态协同紧密,互联网大厂的业务生态,为AI浏览器提供了丰富的落地场景。但同样的,国内厂商也面临隐私与安全等问题。例如,AI浏览器需要获取用户的网页操作数据、表单信息等敏感内容,若无法保证数据安全,就会失去用户的信任。张新原就指出,全球AI浏览器研发处于早期探索阶段,国内外几乎同步起步。国内厂商优势在于丰富的应用场景、快速迭代能力和庞大的用户基础;挑战在于核心算法创新、生态构建能力以及全球化竞争经验。事实上,关于AI时代的超级入口,行业内的争论从未停止。有人认为是对话式大语言模型,有人认为是AI浏览器,也有人看好汽车座舱、智能助手等形态。张新原认为,AI时代的超级入口可能不会单一存在,而是多形态并存。AI浏览器和对话式大语言模型将互为补充,前者强在场景整合,后者胜在自然交互。AI浏览器要成为核心入口,还需整合:跨平台服务调度能力、个性化知识库管理、企业级应用生态以及创作者工具链,最终形成从信息获取到任务完成的完整闭环。对于创业者而言,Tabbit的入场释放了一个明确信号:AI浏览器的真战场,不在插件的功能叠加,而在执行能力的落地。美团的入局,或让这场竞赛的节奏加快,行业将从野蛮生长进入精耕细作的阶段,真正的价值创造,才刚刚开始。综合自大河财立方、中国经营报、财经杂志等推荐阅读","news_type":1,"symbols_score_info":{"METmain":0.6,"03690":1.95,"MPNGY":1.95,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536836506800416,"gmtCreate":1772084572247,"gmtModify":1772084574266,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> ai视频生产工具在当前技术爆炸的年代,第二名毫无意义。创作者不会允许自己的作品假的像动画,而别人的像电影🎬。","text":"$快手-W(01024)$ ai视频生产工具在当前技术爆炸的年代,第二名毫无意义。创作者不会允许自己的作品假的像动画,而别人的像电影🎬。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536798045893488","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536793401837064,"gmtCreate":1772074028438,"gmtModify":1772074030779,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a><v-v data-views=\"0\"></v-v> 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22:37","market":"us","language":"zh","title":"多地节前发文要求外卖平台停止“内卷式”竞争,不得组织恶性补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=1125588490","media":"老虎资讯综合","summary":"保障春节外卖市场秩序稳定。","content":"<html><head></head><body><p>据澎湃,春节前夕,全国多地市监部门发布春节外卖合规指引,告诫相关外卖平台理性竞争。其中,河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求,外卖平台立即停止低质低价“内卷式”恶性竞争,不得组织恶性补贴、低价倾销,以保障春节外卖市场秩序稳定。</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>多地节前发文要求外卖平台停止“内卷式”竞争,不得组织恶性补贴</title>\n<style 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22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据澎湃,春节前夕,全国多地市监部门发布春节外卖合规指引,告诫相关外卖平台理性竞争。其中,河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求,外卖平台立即停止低质低价“内卷式”恶性竞争,不得组织恶性补贴、低价倾销,以保障春节外卖市场秩序稳定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","03690":"美团-W","JD":"京东","09618":"京东集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125588490","content_text":"据澎湃,春节前夕,全国多地市监部门发布春节外卖合规指引,告诫相关外卖平台理性竞争。其中,河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求,外卖平台立即停止低质低价“内卷式”恶性竞争,不得组织恶性补贴、低价倾销,以保障春节外卖市场秩序稳定。","news_type":1,"symbols_score_info":{"BABA":2,"JD":2,"03690":2,"09988":2,"09618":2}},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532109238068600,"gmtCreate":1770930371435,"gmtModify":1770933308199,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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三年以前我就说过很多次,王兴就是贾跃亭。美团会归0,无论什么时候买最终都是退市破产","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 三年以前我就说过很多次,王兴就是贾跃亭。美团会归0,无论什么时候买最终都是退市破产","text":"$美团-W(03690)$ 三年以前我就说过很多次,王兴就是贾跃亭。美团会归0,无论什么时候买最终都是退市破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/531832729551688","isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576527450352566","authorId":"3576527450352566","name":"hojiguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576527450352566","authorIdStr":"3576527450352566"},"content":"你这是胡说八道,他俩从业务到盈利模型、到客户群都不一样,你这完全是乱靠啊","text":"你这是胡说八道,他俩从业务到盈利模型、到客户群都不一样,你这完全是乱靠啊","html":"你这是胡说八道,他俩从业务到盈利模型、到客户群都不一样,你这完全是乱靠啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531777643308456,"gmtCreate":1770849418054,"gmtModify":1770849419972,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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seedance基本把快手堵死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531777643308456","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531211403125648,"gmtCreate":1770711170201,"gmtModify":1770711270618,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"美团是不是傻子?一家店在你这里吃就放心健康,在淘宝就不健康?做这个的意义是什么?","listText":"美团是不是傻子?一家店在你这里吃就放心健康,在淘宝就不健康?做这个的意义是什么?","text":"美团是不是傻子?一家店在你这里吃就放心健康,在淘宝就不健康?做这个的意义是什么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531211403125648","repostId":"2610655841","repostType":2,"repost":{"id":"2610655841","kind":"news","pubTimestamp":1770637124,"share":"https://www.laohu8.com/m/news/2610655841?lang=zh_CN&edition=full","pubTime":"2026-02-09 19:38","market":"hk","language":"zh","title":"推出一镜到底验真,美团外卖要让大家吃得放心","url":"https://stock-news.laohu8.com/highlight/detail?id=2610655841","media":"三易生活","summary":"作为守擂的一方,美团自然要见招拆招。日前美团方面宣布推出“一镜到底”门店真实性核验功能,对门店门头、资质及后厨环境等真实性进行审核。目前,“一镜到底”门店真实性核验功能已在青岛、哈尔滨、贵阳等8个城市试点,并将在今年内逐步推广至全国。","content":"<html><body><article><p>当<a href=\"https://laohu8.com/S/BABA\">阿里</a>喊出“闪购的首要目标是份额增长,会坚定加大投入以达到市场绝对第一”后,这一轮外卖大战就注定在2026年还要接着打。作为守擂的一方,<a href=\"https://laohu8.com/S/MPNGY\">美团</a>自然要见招拆招。日前<a href=\"https://laohu8.com/S/03690\">美团</a>方面宣布推出“一镜到底”门店真实性核验功能,对门店门头、资质及后厨环境等真实性进行审核。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212635009v201tde6b78l2ti\"/><p>据悉,美团外卖的商家需拍摄最少30秒的“一镜到底”视频,其中后厨须完整拍摄食品加工环境、出餐环境、存储环境,而未按规定上传视频、视频造假,则将受到平台的相应处置。目前,“一镜到底”门店真实性核验功能已在青岛、哈尔滨、贵阳等8个城市试点,并将在今年内逐步推广至全国。</p><p>那么问题就来了,为何美团会要求外卖商家拍摄“一镜到底”视频呢?答案其实很简单,因为他们被外卖商家搞的AI图片“破防”了。</p><p>去年秋季,央视曾报道过有外卖商家利用AI技术,让美团外卖App上的店铺图片“改头换面” 。虽然宣传图中商家的线下店面装修大气、窗明几净、明厨亮灶,然而记者在实地探访后却发现,该商家只是一个美食城档口,也没有专用的就餐区域,与外卖平台展示的“精品堂食店”氛围截然不同。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212635684v2012zv11jzdc1u\"/><p>央视在相关报道中指出,类似用AI渲染出人气高、环境好堂食店铺的情况在外卖平台上极为普遍,甚至有人专门在短视频平台向外卖商家提供AI假照。</p><p>经过数年的迭代,当下的多模态AI大模型在图片生成领域几乎做到了天衣无缝,所谓的“AI味”更是微乎其微。并且大多数用户点外卖时查看商家的门面、大堂、后厨照片,只不过是寻求“心理安慰”,并不会拿着放大镜找问题。</p><p>当然,商家其实也很无奈,因为外卖早就已经是高度内卷的红海,如果不做运营就会出现没单的情况,所以他们不仅要考虑怎么把餐品做好,还得懂运营和推广。</p><p>作为消费者,大家在点外卖时一定会更喜欢选择后厨干净卫生、门头大气敞亮的店铺,而不是一个不起眼的美食城档口。由于正是抓住了消费者的这个心理,外卖商家才会选择用AI来给自己穿上“皇帝的新衣”。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/cXdja1OEM1cAY58pibyajG4uj2g4uETo35y8M24J7Lic1kDiazwdQaY823cZD8cVacuI5uib9kiaDS4FFrC15NR1MEZVBhc6FpBxpUMfc1Qicwibcc/640?wx_fmt=jpeg&from=appmsg\"/><p>以往这可能不是什么大问题,外卖平台也只用保证用户吃不出问题即可。可今时不同往日,在外卖大战的背景下,除了让用户吃到更便宜的外卖,让大家吃得更放心同样也是一个重要的竞争维度。商家在宣传上欺骗用户就很容易导致信任危机,让用户<a href=\"https://laohu8.com/S/00992\">联想</a>到商家可能在食品安全上也在糊弄自己,因此美团就拿出了“一镜到底”来对抗某些居心不良的商家。</p><p>不同于已经能做到以假乱真的AI生图,如今AI视频的成熟度并不高。尽管一众AI厂商宣称自家的AI视频模型在遵循物理规则的基础上,可以实现<a href=\"https://laohu8.com/S/605178\">时空</a>一致性、叙事连贯性、细节真实性,但现阶段的亲身体验表明这还只是“仅供参考”。在实际使用中,AI视频模型存在高度的不可控性,也就是即便使用相同的提示词,AI每一次生成的内容都还做不到一致。</p><p>无论<a href=\"https://laohu8.com/S/01024\">快手</a>的可灵、字节跳动的即梦、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的Veo、MiniMax的海螺,乃至<a href=\"https://laohu8.com/S/BIDU\">百度</a>的蒸汽机,如今还都只能做到像实景拍摄般一个镜头一个镜头地生成画面。再加上目前的AI视频模型记忆能力有限,也就无法做到充分了解场景元素之间的逻辑关系。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212704819v20136kwmedpzhs\"/><p>比如,可能AI生成的第一个镜头里主角是长发,第二个镜头就突然变成了短发,再下一个镜头甚至可能五官都变了。当然,AI视频的一致性问题也不是无法解决,想要AI生成的视频“不出戏”,就需要花费大量时间来进行微调,通过垫图+提示词不断纠正AI的输出。</p><p>显而易见,相比AI生图,如今做出不违和AI视频所需的成本要高得多,特别是美团要求的“一镜到底”。简而言之,美团给出的这个解决方案是拉高商家弄虚作假的成本,相比以往AI假照只需几百块就能实现,想要实现一个逼真的“一镜到底”视频,恐怕就得花费数万元才行。</p><p>如此一来,商家忽悠消费者就变成了鸡肋,美团也能让真正拥有明厨亮灶的商家脱颖而出。不过美团的“一镜到底”门店真实性核验功能也仅仅只是权宜之计,因为AI视频模型正在不断迭代,如今的AI视频生成模型无法实现“一镜到底”,并不代表一年后的也做不到。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212712806v2015beuqx845zl\"/><p>从某种意义上来说,美团是在不经意间为AI视频模型创造出了需求,一旦某个AI视频模型能做到用相对低廉的成本生成一镜到底的不穿帮视频,恐怕就会有一大批准备钻空子的外卖商家买单。</p><p>【本文图片来自网络】</p><p>推荐阅读:</p><p>当华尔街精英“不会用手机”,这事可悲又可笑</p><p>数字时代的运行规则,已经脱离了以往的知识体系。</p><p>还敢用吗,超过一半的AI插件正悄悄收集你的隐私</p><p>享受AI插件带来的便利,其实都是有代价的。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020921272797a57f63&s=b><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当阿里喊出“闪购的首要目标是份额增长,会坚定加大投入以达到市场绝对第一”后,这一轮外卖大战就注定在2026年还要接着打。作为守擂的一方,美团自然要见招拆招。日前美团方面宣布推出“一镜到底”门店真实性核验功能,对门店门头、资质及后厨环境等真实性进行审核。据悉,美团外卖的商家需拍摄最少30秒的“一镜到底”视频,其中后厨须完整拍摄食品加工环境、出餐环境、存储环境,而未按规定上传视频、视频造假,则将受到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020921272797a57f63&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":{"LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","MPNGY":"美团ADR","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020921272797a57f63&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2610655841","content_text":"当阿里喊出“闪购的首要目标是份额增长,会坚定加大投入以达到市场绝对第一”后,这一轮外卖大战就注定在2026年还要接着打。作为守擂的一方,美团自然要见招拆招。日前美团方面宣布推出“一镜到底”门店真实性核验功能,对门店门头、资质及后厨环境等真实性进行审核。据悉,美团外卖的商家需拍摄最少30秒的“一镜到底”视频,其中后厨须完整拍摄食品加工环境、出餐环境、存储环境,而未按规定上传视频、视频造假,则将受到平台的相应处置。目前,“一镜到底”门店真实性核验功能已在青岛、哈尔滨、贵阳等8个城市试点,并将在今年内逐步推广至全国。那么问题就来了,为何美团会要求外卖商家拍摄“一镜到底”视频呢?答案其实很简单,因为他们被外卖商家搞的AI图片“破防”了。去年秋季,央视曾报道过有外卖商家利用AI技术,让美团外卖App上的店铺图片“改头换面” 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什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529093863399720","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529201618977304,"gmtCreate":1770188857580,"gmtModify":1770188860167,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"这和科技企业有啥关系?你是买面包的吗","listText":"这和科技企业有啥关系?你是买面包的吗","text":"这和科技企业有啥关系?你是买面包的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529201618977304","repostId":"2608374513","repostType":2,"repost":{"id":"2608374513","kind":"news","pubTimestamp":1770187083,"share":"https://www.laohu8.com/m/news/2608374513?lang=zh_CN&edition=full","pubTime":"2026-02-04 14:38","market":"hk","language":"zh","title":"美团小象超市上线自有烘焙品牌“小象烘焙”","url":"https://stock-news.laohu8.com/highlight/detail?id=2608374513","media":"DoNews","summary":"2月4日,美团旗下小象超市正式推出自有烘焙品牌“小象烘焙”,首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”,目前以仓内厨房形式运营,紧邻小象超市仓库,无独立门头及线下门店。运营模式为纯线上,消费者可通过美团APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力,提升烘焙品类履约效率与品质可控性。","content":"<html><body><article><p>2月4日,<a href=\"https://laohu8.com/S/MPNGY\">美团</a>旗下小象超市正式推出自有烘焙品牌“小象烘焙”,首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”,目前以仓内厨房形式运营,紧邻小象超市仓库,无独立门头及线下门店。运营模式为纯线上,消费者可通过<a href=\"https://laohu8.com/S/03690\">美团</a>APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力,提升烘焙品类履约效率与品质可控性。</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\" 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.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美团小象超市上线自有烘焙品牌“小象烘焙”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 14:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204143832a6d19069&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月4日,美团旗下小象超市正式推出自有烘焙品牌“小象烘焙”,首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”,目前以仓内厨房形式运营,紧邻小象超市仓库,无独立门头及线下门店。运营模式为纯线上,消费者可通过美团APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力,提升烘焙品类履约效率与品质可控性。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204143832a6d19069&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":{"LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0173614495.USD":"富达中国焦点A","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) 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,老爷们就喜欢打应付,觉得自己见招拆招很牛逼,实则就是一个脑瘫","text":"对不起 ,老爷们就喜欢打应付,觉得自己见招拆招很牛逼,实则就是一个脑瘫","html":"对不起 ,老爷们就喜欢打应付,觉得自己见招拆招很牛逼,实则就是一个脑瘫"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404827772448960,"gmtCreate":1739859606971,"gmtModify":1739859608185,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东药丸了,电商市场已经崩盘了,被抖音超越。跌到第四了,现在已经不计成本疯狂尝试新赛道。国家补贴了一次这是最后一波了。","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东药丸了,电商市场已经崩盘了,被抖音超越。跌到第四了,现在已经不计成本疯狂尝试新赛道。国家补贴了一次这是最后一波了。","text":"$京东集团-SW(09618)$ 京东药丸了,电商市场已经崩盘了,被抖音超越。跌到第四了,现在已经不计成本疯狂尝试新赛道。国家补贴了一次这是最后一波了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/404827772448960","isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436920162604594","authorId":"3436920162604594","name":"灵栖国伟hzygw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3436920162604594","authorIdStr":"3436920162604594"},"content":"自营等于多了一道中间商差价,怎么可能做的过阿里多多。而且自营会滋生腐败,效率又低下。多多国际业务是降维打击","text":"自营等于多了一道中间商差价,怎么可能做的过阿里多多。而且自营会滋生腐败,效率又低下。多多国际业务是降维打击","html":"自营等于多了一道中间商差价,怎么可能做的过阿里多多。而且自营会滋生腐败,效率又低下。多多国际业务是降维打击"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}