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输入昵称中

03-05 23:08

唉净搞些没用的个人助理呢？openclaw还没让你看到agentic ai的需求吗？搞个锤子前端自动生成

美团发布NoCode AI编程工具：自然语言生成前端应用

输入昵称中

02-24

$美团-W(03690)$ 买空赚翻了，谢谢，一天不退市，闭眼买空

输入昵称中

02-11

$美团-W(03690)$ 垃圾，已经在ai时代完全掉队了，搞个langcat自己跑分自嗨，看看到底有多少人用？在大众点评让推荐店铺蠢的一批，有啥脸说科技？

输入昵称中

02-10

建毛线仓，等着50以下把，傻子建仓

美团跌破52周最低，是否要考虑建仓？

输入昵称中

02-10

$美团-W(03690)$ 赞，已做空，赚翻了，哈哈哈，狗团，用你赚钱，照样看不起你，哈哈

输入昵称中

02-09

$美团-W(03690)$ 不觉得羞耻吗？

输入昵称中

01-28

$美团-W(03690)$ 给阿里牵马坠蹬都不配，丢人现眼

输入昵称中

01-20

$美团-W(03690)$ 赶紧退市

输入昵称中

2025-08-28

$美团-W(03690)$ 慕容俊回购啊，作为高管，既然之前是窗口期不得不卖，现在也是窗口期赶紧回购自家股票啊

输入昵称中

2025-05-17

$美团-W(03690)$ 今年必死

输入昵称中

2025-03-21

奇怪，公司没有一个业界能叫出名的、更别说在前沿领域能打的技术领袖，怎么就战略、还进攻了？太匪夷所思了…

抱歉，原内容已删除

输入昵称中

2025-02-20

$美团-W(03690)$ 拿什么all in ai？有领军技术人物吗？

输入昵称中

2025-02-19

有科学家吗？有一个能打的技术领袖吗？

王兴：美团将积极拥抱新技术，探索无人机配送、自动配送等创新研发

输入昵称中

2025-02-12

垃圾狗东，电商做的越来越烂，会员买了体验越来越差，再也不续费了，主业摆烂的贼人

抱歉，原内容已删除

输入昵称中

2025-01-10

京东越来越垃圾了

消息称京东App正进行大改版，突出新品和秒送业务

输入昵称中

2024-10-09

还要脸吗？

抱歉，原内容已删除

输入昵称中

2024-10-09

牛回头，要点脸吧，**

创业板指跌逾8%，牛回头or行情终结？

输入昵称中

2024-10-08

$恒生科技指数(HSTECH)$ 一路下跌📉

输入昵称中

2024-10-08

彻底A化了

港股重磅！刚刚，李家超发声！

输入昵称中

2024-09-06

$上证指数(000001.SH)$

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/MPNGY\">美团</a>技术委员会于2024年11月启动NoCode项目，2026年3月正式对外提供服务。该工具定位为面向非技术人员的AI原生开发平台，支持通过自然语言对话直接生成网页前端、小程序、产品原型及轻量级应用，无需编写代码、无需部署运维，实现“一句话，呈所想”。</p><p>NoCode基于<a href=\"https://laohu8.com/S/03690\">美团</a>自研千亿参数大模型LongCat，专为Web前端（HTML/CSS/JS）优化，并融合Code Agent调度系统，具备多步骤推理、文件检索、日志分析与数据库对接能力。其架构采用大模型与垂直小模型（MoE）协同模式：大模型负责需求理解与任务编排，小模型分别承担UI呈现、接口生成等具体执行任务。</p><p>用户仅需在nocode.cn界面输入自然语言需求，系统自动延展需求、制定实现计划、解释设计逻辑（含色彩系统、字体组合与UI规范），并在约10秒内完成代码生成，随即渲染出匹配度达85%的可交互页面。生成结果支持一键云端部署，自动生成CDN链接与分享地址，当前暂未开放后端API与数据库直连能力，需由专业技术人员后续接入。</p><p>截至2026年3月，NoCode已进入公开灰测阶段，无邀请码限制，初始登录配额为100次，每日新增10次对话额度；所有算力与云计算资源免费提供。美团明确表示不设商业化路径，核心目标是推动AI编程普惠化。</p><p>内部数据显示，美团研发体系中AI生成代码占比已达周增量的50%，涵盖NoCode与更早推出的CatPaw（2022年11月启动，对标GitHub Copilot）两大工具。值得注意的是，NoCode的主力用户已发生结构性反转：非技术研发人员（含产品经理、运营、BD、客服、商家、骑手站长等）使用量为技术研发人员的3倍，当前内部用户中约70–80%为非研发同事。</p><p>该项目为自下而上孵化的“黑客式”创新，初期由美团基础研发平台智能开发工具负责人俞超带领5–6人团队启动，全程未设强制KPI或高层指令驱动。团队成员跨职能协作，前端、后端、算法、工程、评测高度融合，部分精美页面由后端或设计人员直接使用AI工具迭代完成。评测环节强调bad case回放机制，对每一失败请求追溯query、对话流、模型响应与执行环境，持续优化渲染成功率与对话鲁棒性。</p><p>美团将NoCode纳入其AI三层战略中的“AI at work”层级，旨在降低软件交付门槛、缩短产品迭代周期，尤其服务于等待周期长、资源排期难的轻量级需求。实际应用场景已覆盖个人所得税测算页、区域商家门户、养殖场监看系统、信号灯优化工具、点餐系统原型等。骑手站长亦用其开发本地化管理工具，川渝地区商家正自主构建专属线上门户并一键发布至互联网。</p><p>美团技术委员会成员、工程效率负责人程大同指出，NoCode并非对标Cursor等IDE型编程助手，而是聚焦“零代码思维”用户，将AI编码动作完全封装，仅向用户交付功能结果。其交互范式本质是垂直领域AI Agent——以自然语言为唯一接口，通过工具调用、上下文管理与多模型协同完成端到端交付。美团自2022年起即布局AI编程，早于ChatGPT发布，早期依托外部商业模型快速验证，再反哺自研模型演进，形成螺旋上升路径。</p><p>未来1–3个月，NoCode将重点推进三方面升级：产品层上线UI/UX优化、协同编辑功能，并增强数据存储与后端集成能力；Agent层优化对话流架构、强化离线评测与在线A/B测试，扩大Apply模型与CatPaw Agent灰度范围，探索Remote Agent自动化能力；基础设施层构建极速容器调度系统，提升环境依赖安装、数据持久化等底层效率。其Slogan“一句话，呈所想”已部署于官网，猫形LOGO设计体现亲和力导向，呼应面向小白用户的定位。</p><p>美团强调，NoCode的使命是消除技术能力壁垒，使创作不受编程语言、开发经验与环境约束。其发展节奏按季度动态校准，拒绝长期路线图预设，坚持“解决一个bad case，前进一步”的务实迭代逻辑。目前该工具已支撑美团内外部千余个轻量级数字化需求落地，成为AI原生生产力工具规模化渗透的典型实践样本。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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美团发布NoCode AI编程工具：自然语言生成前端应用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 15:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305153736a6a59ae4&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团技术委员会于2024年11月启动NoCode项目，2026年3月正式对外提供服务。该工具定位为面向非技术人员的AI原生开发平台，支持通过自然语言对话直接生成网页前端、小程序、产品原型及轻量级应用，无需编写代码、无需部署运维，实现“一句话，呈所想”。NoCode基于美团自研千亿参数大模型LongCat，专为Web前端（HTML/CSS/JS）优化，并融合Code Agent调度系统，具备多步骤...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305153736a6a59ae4&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","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income 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Copilot）两大工具。值得注意的是，NoCode的主力用户已发生结构性反转：非技术研发人员（含产品经理、运营、BD、客服、商家、骑手站长等）使用量为技术研发人员的3倍，当前内部用户中约70–80%为非研发同事。该项目为自下而上孵化的“黑客式”创新，初期由美团基础研发平台智能开发工具负责人俞超带领5–6人团队启动，全程未设强制KPI或高层指令驱动。团队成员跨职能协作，前端、后端、算法、工程、评测高度融合，部分精美页面由后端或设计人员直接使用AI工具迭代完成。评测环节强调bad case回放机制，对每一失败请求追溯query、对话流、模型响应与执行环境，持续优化渲染成功率与对话鲁棒性。美团将NoCode纳入其AI三层战略中的“AI at work”层级，旨在降低软件交付门槛、缩短产品迭代周期，尤其服务于等待周期长、资源排期难的轻量级需求。实际应用场景已覆盖个人所得税测算页、区域商家门户、养殖场监看系统、信号灯优化工具、点餐系统原型等。骑手站长亦用其开发本地化管理工具，川渝地区商家正自主构建专属线上门户并一键发布至互联网。美团技术委员会成员、工程效率负责人程大同指出，NoCode并非对标Cursor等IDE型编程助手，而是聚焦“零代码思维”用户，将AI编码动作完全封装，仅向用户交付功能结果。其交互范式本质是垂直领域AI Agent——以自然语言为唯一接口，通过工具调用、上下文管理与多模型协同完成端到端交付。美团自2022年起即布局AI编程，早于ChatGPT发布，早期依托外部商业模型快速验证，再反哺自研模型演进，形成螺旋上升路径。未来1–3个月，NoCode将重点推进三方面升级：产品层上线UI/UX优化、协同编辑功能，并增强数据存储与后端集成能力；Agent层优化对话流架构、强化离线评测与在线A/B测试，扩大Apply模型与CatPaw Agent灰度范围，探索Remote Agent自动化能力；基础设施层构建极速容器调度系统，提升环境依赖安装、数据持久化等底层效率。其Slogan“一句话，呈所想”已部署于官网，猫形LOGO设计体现亲和力导向，呼应面向小白用户的定位。美团强调，NoCode的使命是消除技术能力壁垒，使创作不受编程语言、开发经验与环境约束。其发展节奏按季度动态校准，拒绝长期路线图预设，坚持“解决一个bad case，前进一步”的务实迭代逻辑。目前该工具已支撑美团内外部千余个轻量级数字化需求落地，成为AI原生生产力工具规模化渗透的典型实践样本。","news_type":1,"symbols_score_info":{"03690":1.97,"METmain":0.6,"MPNGY":1.97,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536079387497992,"gmtCreate":1771899708530,"gmtModify":1771899710606,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 买空赚翻了，谢谢，一天不退市，闭眼买空","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 买空赚翻了，谢谢，一天不退市，闭眼买空","text":"$美团-W(03690)$ 买空赚翻了，谢谢，一天不退市，闭眼买空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536079387497992","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531459338589376,"gmtCreate":1770771703544,"gmtModify":1770773260490,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾，已经在ai时代完全掉队了，搞个langcat自己跑分自嗨，看看到底有多少人用？在大众点评让推荐店铺蠢的一批，有啥脸说科技？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾，已经在ai时代完全掉队了，搞个langcat自己跑分自嗨，看看到底有多少人用？在大众点评让推荐店铺蠢的一批，有啥脸说科技？","text":"$美团-W(03690)$ 垃圾，已经在ai时代完全掉队了，搞个langcat自己跑分自嗨，看看到底有多少人用？在大众点评让推荐店铺蠢的一批，有啥脸说科技？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/531459338589376","isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531175010144520,"gmtCreate":1770702356739,"gmtModify":1770702536761,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"title":"","htmlText":"建毛线仓，等着50以下把，傻子建仓","listText":"建毛线仓，等着50以下把，傻子建仓","text":"建毛线仓，等着50以下把，傻子建仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531175010144520","repostId":"2610413657","repostType":2,"repost":{"id":"2610413657","kind":"news","pubTimestamp":1770652733,"share":"https://www.laohu8.com/m/news/2610413657?lang=zh_CN&edition=full","pubTime":"2026-02-09 23:58","market":"hk","language":"zh","title":"美团跌破52周最低，是否要考虑建仓？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610413657","media":"林氪","summary":"美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。所以结合美团当前的股价，以及港股通等因素，最近开始重新审视是否要建仓美团？","content":"<html><body><article><p><a href=\"https://laohu8.com/S/MPNGY\">美团</a>在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举<span>跌破</span>52周最低价，触及90.2港币。</p><p>回望25年3月7日那189.6港币的高点，如今股价已然腰斩。</p><p>巨头博弈的残酷性，在<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>线上展露无遗，前有<a href=\"https://laohu8.com/S/BABA\">阿里</a>重兵压境，后有抖音虎视眈眈，<a href=\"https://laohu8.com/S/03690\">美团</a>腹背受敌，股价的颓势确实不会撒谎。</p><p>相比之下，<a href=\"https://laohu8.com/S/09988\">阿里</a>的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。</p><p>虽然阿里的起飞更多得益于AI新叙事的加持，但资本市场显然也是认可阿里过去这一年的战功的。</p><p>回看我对美团的顾虑，主要集中在两点：</p><p>一个是商业模式不够好，赚钱很不容易。</p><p>就是觉得美团一家独大，各方面都需要承担非常大的压力，睡不踏实。</p><p>如今时移世易，今天重新审视这两个顾虑：</p><p>商业模式不够好，其实是被验证了的，美团的商业模式的确无法和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>相比，而且因为阿里的大举进攻，整个外卖的商业模式受到了更大的挑战。这都是客观的事实，但商业理性终究会回归。</p><p>但有趣的是，恰恰因为外卖市场竞争白热化，第二个顾虑反而被消解了，天塌下来，有阿里顶着。这何尝不是一种一种塞翁失马，焉知非福。</p><p>所以结合美团当前的股价，以及<span>港股通</span>等因素，最近开始重新审视是否要建仓美团？</p><p>尤其是在AI突飞猛进、让人既惊喜又深感不安的当下，相比于AI“比特（Byte）”逻辑的不确定性，美团这种搬运近场“原子”的履约能力，反而提供了一种确定性。</p><p>或许可以再等等，或许只是先搞一个观察仓，欢迎评论区留言讨论。</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美团跌破52周最低，是否要考虑建仓？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-09 23:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&s=b><strong>林氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。虽然阿里的起飞更多得益于AI新叙事的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&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":{"LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" 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慕容俊回购啊，作为高管，既然之前是窗口期不得不卖，现在也是窗口期赶紧回购自家股票啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472416550588544","isVote":1,"tweetType":1,"viewCount":1618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436051523563840,"gmtCreate":1747493626946,"gmtModify":1747493628217,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 今年必死","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 今年必死","text":"$美团-W(03690)$ 今年必死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436051523563840","isVote":1,"tweetType":1,"viewCount":2280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415993329902048,"gmtCreate":1742569003691,"gmtModify":1742569005674,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"htmlText":"奇怪，公司没有一个业界能叫出名的、更别说在前沿领域能打的技术领袖，怎么就战略、还进攻了？太匪夷所思了…","listText":"奇怪，公司没有一个业界能叫出名的、更别说在前沿领域能打的技术领袖，怎么就战略、还进攻了？太匪夷所思了…","text":"奇怪，公司没有一个业界能叫出名的、更别说在前沿领域能打的技术领袖，怎么就战略、还进攻了？太匪夷所思了…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415993329902048","repostId":"2521628373","repostType":2,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405570221994360,"gmtCreate":1740040736643,"gmtModify":1740040737788,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"htmlText":"<a 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15:45","market":"sh","language":"zh","title":"王兴：美团将积极拥抱新技术，探索无人机配送、自动配送等创新研发","url":"https://stock-news.laohu8.com/highlight/detail?id=2512120505","media":"IT之家","summary":"美团将积极拥抱 AI、大数据等新技术，继续积极促进扩大消费，探索无人机配送和自动配送等创新研发，努力“走出去”拓展海外市场，不断开创发展新局面。本月初有美团内部员工透露，今年年初定的大 OP就是四个 All in，分别是海外市场、下沉市场、无人机、AI。据IT之家此前报道，去年 12 月底就有美团员工表示，部门最近都在推 AI 写代码。尽管 AI 能够提效，但是如何将 AI 打通业务墙，或许仍然面临不小的挑战。","content":"<html><body><p>IT之家 2 月 19 日消息，据上证报消息，在参加 2 月 17 日召开的民营企业座谈会后，美团公司创始人、董事长兼 CEO 王兴表示，中国的民营企业家是极有韧性的，中国的民营企业是很有潜力的。民营企业在良好的营商环境支持下，一定能获得更大发展。美团将积极拥抱 AI、大数据等新技术，继续积极促进扩大消费，探索无人机配送和自动配送等创新研发，努力“走出去”拓展海外市场，不断开创发展新局面。</p><p>本月初有美团内部员工透露，今年年初定的大 OP（目标计划）就是四个 All in，分别是海外市场、下沉市场、无人机、AI。其中 AI 作为当下最热门的企业通用能力，更是被集团的两个 CEO 王兴和王莆中双双看重。</p><p>据IT之家此前报道，去年 12 月底就有美团员工表示，部门最近都在推 AI 写代码。尽管 AI 能够提效，但是如何将 AI 打通业务墙，或许仍然面临不小的挑战。有员工吐槽，All in AI 的口号很好听，不过美团内部的 AI 工具小美至今更多数据口径依然读不到。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=https://tech.ifeng.com/c/8h6MiYH0gvK><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 2 月 19 日消息，据上证报消息，在参加 2 月 17 日召开的民营企业座谈会后，美团公司创始人、董事长兼 CEO 王兴表示，中国的民营企业家是极有韧性的，中国的民营企业是很有潜力的。民营企业在良好的营商环境支持下，一定能获得更大发展。美团将积极拥抱 AI、大数据等新技术，继续积极促进扩大消费，探索无人机配送和自动配送等创新研发，努力“走出去”拓展海外市场，不断开创发展新局面。本月初...</p>\n\n<a href=\"https://tech.ifeng.com/c/8h6MiYH0gvK\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) 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href=\"https://laohu8.com/S/JD\">京东</a>在2024年下半年启动app改版项目，10月中下旬开启内部测试，目前仍处于灰测阶段。一位京东人士称，改版项目在内部的优先级和重要性能排进2024年下半年的TOP3，上线后曾发布全员通知、收集反馈意见。</p><p>这次改版中，最能反映业务逻辑的是一级入口的重新分布。原先，京东app的打开页中，首页、秒送两大主入口居中分布。目前，部分被灰测到的用户打开京东app后，首页左上方共4个主入口，分别是“特价”、“首页”、“秒送”、“新品”；不过，也有部分用户的界面呈现为3个主入口——在上述基础上去掉了“特价”。</p><p>简而言之，特价、新品成为京东提升零售业务活力的锚点，而秒送依然是创造增量的希望。秒送尤其值得一提，自前美团高管郭庆直接管辖后，不少行业人士认为秒送全面对标美团闪购。</p><p>但从最新的业务版图看，秒送更像是在对标美团的所有核心业务——餐饮外卖、到店团购、即时零售、以及其他各种本地生活功能，都已集合在内、完成上线。在视觉设计上，京东“我的”界面以及单一商品的展示页，则被不少用户评价为“跟淘宝、天猫越来越像。”</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>消息称京东App正进行大改版，突出新品和秒送业务</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250110102038aba5413b&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":{"83690":"美团-WR","89618":"京东集团-SWR","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","BK1233":"餐馆","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","JD":"京东","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA 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11:01","market":"other","language":"zh","title":"创业板指跌逾8%，牛回头or行情终结？","url":"https://stock-news.laohu8.com/highlight/detail?id=2474254904","media":"财华社","summary":"在连续多日暴涨之后，股市开始迎来第一次“大分歧”。","content":"<html><body><p>在连续多日暴涨之后，股市开始迎来第一次“大分歧”。</p><p>10月9日早盘，截至发稿前，沪指跌约5%，创业板指更是重挫约8.4%，不少个股纷纷逼近跌停板，创业板权重股<a href=\"https://laohu8.com/S/300750\">宁德时代</a>（300750.SZ）一度跌超14%，昨日追高的投资者已经出现不小的亏损，资本市场凶险的一面展露无疑。</p><p>昨日港股市场的惨烈表现，恒生指数大跌9.41%，恒生国企指数大跌10.17%，恒生科技指数大跌12.82%，热门龙头<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>（00700.HK）、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>（09988.HK）、<a href=\"https://laohu8.com/S/03690\">美团-W</a>（03690.HK）、<a href=\"https://laohu8.com/S/00388\">香港交易所</a>（00388.HK）均遭遇大跌。</p><p>事实上，昨夜中概股也已经大幅回调，当地时间10月8日，美股市场的<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>（BILI.US）跌12.93%，<a href=\"https://laohu8.com/S/JD\">京东</a>（JD.US）跌7.52%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>（BIDU.US）跌7.39%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（BABA.US）跌6.67%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>（PDD.US）跌5.38%，<a href=\"https://laohu8.com/S/NTES\">网易</a>（NTES.US）跌5.14%。造车新势力亦全线下挫，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（LI.US）跌8.1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>（NIO.US）跌8.1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>（XPEV.US）跌7.26%，光伏中的<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>（JKS.US）大跌20.69%，<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>（CSIQ.US）跌10.53%。</p><p>一系列的预警信号，精明的投资者不难提前感受到市场风险的临近，这或许导致了今日早盘A股市场较大的抛售压力，获利盘纷纷选择兑现。</p><p>很多投资者关心的是，目前究竟是传说中的“牛回头”，抑或是本轮行情的终结？不少市场人士及券商机构对此发表看法——</p><p>有观点认为，躺着赚钱的日子或已结束，真正考验投资水平的时候到来。在狂飙猛涨之后，市场似乎存在短期过热的情况，调整在所难免。虽然政策支持力度依旧，但管理部门已经在未雨绸缪，强化了一些违规监管措施。</p><p>据悉，金融管理部门已对商业银行进行了窗口指导，要求<a href=\"https://laohu8.com/S/FISI\">金融机构</a>应当高度重视投资者适当性管理和投资者保护，强化内控和合规管理，严控加杠杆。有业内人士强调，银行信贷资金严禁违规进入股市，这是商业银行必须坚持的金融监管红线。</p><p>值得一提的是，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>提醒投资者，应该关注A股市场过热，以及中国政府兑现最近宣布刺激政策的风险。</p><p>摩根士丹利在报告中指出，中国境内股市情绪的改善是空前的，这可能推动摩根士丹利衡量A股市场情绪的指标很快接近过热门槛；并警告称，对IPO和上市公司股东减持股票的长期限制，可能为潜在的盛衰周期奠定基础。</p><p>摩根士丹利预期，在下一阶段涨势中，市场可能上涨12%，因为投资者更愿意给予中国股票更高的估值，寄望于中国将解决债务及通缩问题；然而，若想涨势延续，需要看到中国摆脱债务及通缩循环的更多具体证据。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>则在最新研报中称，从提出的“信心重估牛”三段论来看，第一阶段“闪电战”来自信心和资金的推动，表现为短期指数的飙涨，而目前港股市场已经进入第二阶段“拉锯战”，A股市场也可能即将进入这一阶段。市场前期的拉锯主要体现在资金和情绪，后期的拉锯主要体现的政策和基本面预期。</p><p><a href=\"https://laohu8.com/S/601375\">中原证券</a>在10月8日的研报中指出，当前上证综指与创业板指数的平均市盈率分别为14.24倍、34.9倍，处于近三年中位数平均水平，适合中长期布局。随着国内宏观调控、促增长政策持续落地推进，未来股指总体预计将保持震荡上行格局，同时仍需密切关注政策面、资金面以及外部因素的变化情况。建议投资者短线关注证券、保险、芯片、医药、非银金融、软件开发以及新能源等行业的投资机会。</p></body></html>","source":"finet_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\" 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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创业板指跌逾8%，牛回头or行情终结？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-09 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/6705f1fcbde0b35dc4e90c56><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在连续多日暴涨之后，股市开始迎来第一次“大分歧”。10月9日早盘，截至发稿前，沪指跌约5%，创业板指更是重挫约8.4%，不少个股纷纷逼近跌停板，创业板权重股宁德时代（300750.SZ）一度跌超14%，昨日追高的投资者已经出现不小的亏损，资本市场凶险的一面展露无疑。昨日港股市场的惨烈表现，恒生指数大跌9.41%，恒生国企指数大跌10.17%，恒生科技指数大跌12.82%，热门龙头腾讯控股（...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/6705f1fcbde0b35dc4e90c56\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/title/202410_1/354ac482-5fb5-4fc0-b937-47a3804406e2.png","relate_stocks":{"80388":"香港交易所-R","80700":"腾讯控股-R","89988":"阿里巴巴-WR","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0320764755.SGD":"FTIF - Templeton Asian 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一路下跌📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357809566241048","isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357810148401264,"gmtCreate":1728374678274,"gmtModify":1728374680144,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"htmlText":"彻底A化了","listText":"彻底A化了","text":"彻底A化了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357810148401264","repostId":"1190299928","repostType":2,"repost":{"id":"1190299928","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1728373239,"share":"https://www.laohu8.com/m/news/1190299928?lang=zh_CN&edition=full","pubTime":"2024-10-08 15:40","market":"hk","language":"zh","title":"港股重磅！刚刚，李家超发声！","url":"https://stock-news.laohu8.com/highlight/detail?id=1190299928","media":"券商中国","summary":"关键时刻，李家超重磅发声。针对港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分短线资金兑现了盈利，导致大盘波动性急剧增加。李家超重磅发声10月8日，香港特区行政长官李家超在“2024粤港澳大湾区高峰论坛”致辞时表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。","content":"<html><head></head><body><p>关键时刻，李家超重磅发声。</p><p style=\"text-align: justify;\">今日，香港特区行政长官李家超出席“2024粤港澳大湾区高峰论坛”致辞表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施。</p><p style=\"text-align: justify;\"><strong>市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%。针对港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分短线资金兑现了盈利，导致大盘波动性急剧增加。但从过去几周港股累计涨幅看，现在回落幅度相对合理。</strong></p><p style=\"text-align: justify;\">当前投资者关注的问题是，在大幅调整过后，港股市场能否重抬升势？</p><p><strong>李家超重磅发声</strong></p><p style=\"text-align: justify;\">10月8日，香港特区行政长官李家超在“2024粤港澳大湾区高峰论坛”致辞时表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。</p><p style=\"text-align: justify;\">李家超表示，大湾区是跨境金融互联互通的重要试验场，香港和大湾区内地城市金融市场的互联互通不断增量扩容，多个项目相继落成，包括深港通、债券通、跨境理财通、交易所买卖基金ETF纳入互联互通等，肯定香港作为超级联系人的重要角色。其中，跨境理财通在2021年启动而来持续稳步发展，今年2月底推出了理财通2.0，实现多方面的升级，丰富两地跨境配置的选择。</p><p style=\"text-align: justify;\">李家超指出，在最新的全球金融中心指数报告中，香港总排名上升至第三位，为亚洲的第一位。香港在投资管理、保险业、银行业、专业服务等多个金融行业排名亦显著上升，而投资管理的排名更升至第一位。</p><p style=\"text-align: justify;\">他表示，将推动粤港澳大湾区高质量发展，以及深化合作，发挥“一国两制”的制度优势，提升香港国际金融、航运、贸易中心地位，香港在“一国两制”下有独特优势，一直积极融入国家发展大局，强化国际联系。</p><p style=\"text-align: justify;\">李家超进一步表示，香港政府亦积极深化大湾区民生金融，推动金融更好地服务实体经济，支持创新活动便利民众和企业往来，支持大湾区建设宜居宜业宜游的优质生活圈。跨境支付方面，会持续提升跨境支付效率和用户体验。</p><p style=\"text-align: justify;\">展望未来，李家超说，香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施，促进大湾区金融市场融合，服务国家金融强国的发展战略，实现高质量发展。</p><p style=\"text-align: justify;\">中银香港副董事长兼总裁孙煜致辞时表示，香港应主动出击，吸引更多世界各地商界人士到大湾区投资经营，并进一步发展为新兴市场的投融资中心。</p><p><strong>港股跳水</strong></p><p style=\"text-align: justify;\">市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%，截至15点，恒生指数跌7.15%，恒生科技指数跌9.42%，恒生国企指数跌7.92%。成交量方面，港股恒生指数日内成交金额超5100亿港元，续创历史新高。</p><p style=\"text-align: justify;\">与此同时，A50也持续走低，截至15点，MSCI中国A50互联互通指数期货、富时中国A50指数期货均大跌超9%。</p><p style=\"text-align: justify;\"><strong>针对今日港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分资金兑现了盈利，导致大盘波动性急剧增加。</strong></p><p style=\"text-align: justify;\">其中，光大证券国际策略师伍礼贤称，港股大幅回落表明市场对A股表现比较关注。如果从过去几周港股累计涨幅看，现在回落幅度相对还比较合理，毕竟过去指数在技术指标上出现较为明显的超买，而现在是对超买指标作出的部分修正。</p><p style=\"text-align: justify;\">中泰国际策略分析师颜招骏表示，昨日的投资策略新增了“适时趁高获利”这点。因为港股极高斜率的暴力拉升难以持续太长时间，短期估值修复已非常充分，当市场迎来经济数据和政策落地的验证，大盘波动性或急剧增加，不排除有高位获利回吐压力，注意交易节奏，适时趁高获利。</p><p style=\"text-align: justify;\">摩根大通在10月6日发布的报告中写道，A股开盘后港股地产、消费和金融股可能将出现回调，但这是健康的。随着更多个人投资者进入A股，其表现或将优于港股。</p><p style=\"text-align: justify;\">值得注意的是，当前海外资金仍在大幅配置中国资产。晨星的最新数据显示，截至10月4日当周，美国交易所交易基金（ETF）中的中国市场相关ETF流入52亿美元（约合人民币365亿元）。去年，该类ETF平均每周流出资金为2700万美元，这一大幅转变代表海外投资者对中国市场投资情绪的急剧转变。</p><p style=\"text-align: justify;\">中金公司认为，主动外资更重要，转为标配将带来740亿美元（约合人民币5200亿元）流入。如果基本面修复带动更多主动长线资金回流，那市场空间也会更大。若情绪进一步修复至2021年初高点，对应恒指24000点左右，但从基本面角度较为勉强。</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>港股重磅！刚刚，李家超发声！</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港股重磅！刚刚，李家超发声！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-10-08 15:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>关键时刻，李家超重磅发声。</p><p style=\"text-align: justify;\">今日，香港特区行政长官李家超出席“2024粤港澳大湾区高峰论坛”致辞表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施。</p><p style=\"text-align: justify;\"><strong>市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%。针对港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分短线资金兑现了盈利，导致大盘波动性急剧增加。但从过去几周港股累计涨幅看，现在回落幅度相对合理。</strong></p><p style=\"text-align: justify;\">当前投资者关注的问题是，在大幅调整过后，港股市场能否重抬升势？</p><p><strong>李家超重磅发声</strong></p><p style=\"text-align: justify;\">10月8日，香港特区行政长官李家超在“2024粤港澳大湾区高峰论坛”致辞时表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。</p><p style=\"text-align: justify;\">李家超表示，大湾区是跨境金融互联互通的重要试验场，香港和大湾区内地城市金融市场的互联互通不断增量扩容，多个项目相继落成，包括深港通、债券通、跨境理财通、交易所买卖基金ETF纳入互联互通等，肯定香港作为超级联系人的重要角色。其中，跨境理财通在2021年启动而来持续稳步发展，今年2月底推出了理财通2.0，实现多方面的升级，丰富两地跨境配置的选择。</p><p style=\"text-align: justify;\">李家超指出，在最新的全球金融中心指数报告中，香港总排名上升至第三位，为亚洲的第一位。香港在投资管理、保险业、银行业、专业服务等多个金融行业排名亦显著上升，而投资管理的排名更升至第一位。</p><p style=\"text-align: justify;\">他表示，将推动粤港澳大湾区高质量发展，以及深化合作，发挥“一国两制”的制度优势，提升香港国际金融、航运、贸易中心地位，香港在“一国两制”下有独特优势，一直积极融入国家发展大局，强化国际联系。</p><p style=\"text-align: justify;\">李家超进一步表示，香港政府亦积极深化大湾区民生金融，推动金融更好地服务实体经济，支持创新活动便利民众和企业往来，支持大湾区建设宜居宜业宜游的优质生活圈。跨境支付方面，会持续提升跨境支付效率和用户体验。</p><p style=\"text-align: justify;\">展望未来，李家超说，香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施，促进大湾区金融市场融合，服务国家金融强国的发展战略，实现高质量发展。</p><p style=\"text-align: justify;\">中银香港副董事长兼总裁孙煜致辞时表示，香港应主动出击，吸引更多世界各地商界人士到大湾区投资经营，并进一步发展为新兴市场的投融资中心。</p><p><strong>港股跳水</strong></p><p style=\"text-align: justify;\">市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%，截至15点，恒生指数跌7.15%，恒生科技指数跌9.42%，恒生国企指数跌7.92%。成交量方面，港股恒生指数日内成交金额超5100亿港元，续创历史新高。</p><p style=\"text-align: justify;\">与此同时，A50也持续走低，截至15点，MSCI中国A50互联互通指数期货、富时中国A50指数期货均大跌超9%。</p><p style=\"text-align: justify;\"><strong>针对今日港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分资金兑现了盈利，导致大盘波动性急剧增加。</strong></p><p style=\"text-align: justify;\">其中，光大证券国际策略师伍礼贤称，港股大幅回落表明市场对A股表现比较关注。如果从过去几周港股累计涨幅看，现在回落幅度相对还比较合理，毕竟过去指数在技术指标上出现较为明显的超买，而现在是对超买指标作出的部分修正。</p><p style=\"text-align: justify;\">中泰国际策略分析师颜招骏表示，昨日的投资策略新增了“适时趁高获利”这点。因为港股极高斜率的暴力拉升难以持续太长时间，短期估值修复已非常充分，当市场迎来经济数据和政策落地的验证，大盘波动性或急剧增加，不排除有高位获利回吐压力，注意交易节奏，适时趁高获利。</p><p style=\"text-align: justify;\">摩根大通在10月6日发布的报告中写道，A股开盘后港股地产、消费和金融股可能将出现回调，但这是健康的。随着更多个人投资者进入A股，其表现或将优于港股。</p><p style=\"text-align: justify;\">值得注意的是，当前海外资金仍在大幅配置中国资产。晨星的最新数据显示，截至10月4日当周，美国交易所交易基金（ETF）中的中国市场相关ETF流入52亿美元（约合人民币365亿元）。去年，该类ETF平均每周流出资金为2700万美元，这一大幅转变代表海外投资者对中国市场投资情绪的急剧转变。</p><p style=\"text-align: justify;\">中金公司认为，主动外资更重要，转为标配将带来740亿美元（约合人民币5200亿元）流入。如果基本面修复带动更多主动长线资金回流，那市场空间也会更大。若情绪进一步修复至2021年初高点，对应恒指24000点左右，但从基本面角度较为勉强。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190299928","content_text":"关键时刻，李家超重磅发声。今日，香港特区行政长官李家超出席“2024粤港澳大湾区高峰论坛”致辞表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施。市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%。针对港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分短线资金兑现了盈利，导致大盘波动性急剧增加。但从过去几周港股累计涨幅看，现在回落幅度相对合理。当前投资者关注的问题是，在大幅调整过后，港股市场能否重抬升势？李家超重磅发声10月8日，香港特区行政长官李家超在“2024粤港澳大湾区高峰论坛”致辞时表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。李家超表示，大湾区是跨境金融互联互通的重要试验场，香港和大湾区内地城市金融市场的互联互通不断增量扩容，多个项目相继落成，包括深港通、债券通、跨境理财通、交易所买卖基金ETF纳入互联互通等，肯定香港作为超级联系人的重要角色。其中，跨境理财通在2021年启动而来持续稳步发展，今年2月底推出了理财通2.0，实现多方面的升级，丰富两地跨境配置的选择。李家超指出，在最新的全球金融中心指数报告中，香港总排名上升至第三位，为亚洲的第一位。香港在投资管理、保险业、银行业、专业服务等多个金融行业排名亦显著上升，而投资管理的排名更升至第一位。他表示，将推动粤港澳大湾区高质量发展，以及深化合作，发挥“一国两制”的制度优势，提升香港国际金融、航运、贸易中心地位，香港在“一国两制”下有独特优势，一直积极融入国家发展大局，强化国际联系。李家超进一步表示，香港政府亦积极深化大湾区民生金融，推动金融更好地服务实体经济，支持创新活动便利民众和企业往来，支持大湾区建设宜居宜业宜游的优质生活圈。跨境支付方面，会持续提升跨境支付效率和用户体验。展望未来，李家超说，香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施，促进大湾区金融市场融合，服务国家金融强国的发展战略，实现高质量发展。中银香港副董事长兼总裁孙煜致辞时表示，香港应主动出击，吸引更多世界各地商界人士到大湾区投资经营，并进一步发展为新兴市场的投融资中心。港股跳水市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%，截至15点，恒生指数跌7.15%，恒生科技指数跌9.42%，恒生国企指数跌7.92%。成交量方面，港股恒生指数日内成交金额超5100亿港元，续创历史新高。与此同时，A50也持续走低，截至15点，MSCI中国A50互联互通指数期货、富时中国A50指数期货均大跌超9%。针对今日港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分资金兑现了盈利，导致大盘波动性急剧增加。其中，光大证券国际策略师伍礼贤称，港股大幅回落表明市场对A股表现比较关注。如果从过去几周港股累计涨幅看，现在回落幅度相对还比较合理，毕竟过去指数在技术指标上出现较为明显的超买，而现在是对超买指标作出的部分修正。中泰国际策略分析师颜招骏表示，昨日的投资策略新增了“适时趁高获利”这点。因为港股极高斜率的暴力拉升难以持续太长时间，短期估值修复已非常充分，当市场迎来经济数据和政策落地的验证，大盘波动性或急剧增加，不排除有高位获利回吐压力，注意交易节奏，适时趁高获利。摩根大通在10月6日发布的报告中写道，A股开盘后港股地产、消费和金融股可能将出现回调，但这是健康的。随着更多个人投资者进入A股，其表现或将优于港股。值得注意的是，当前海外资金仍在大幅配置中国资产。晨星的最新数据显示，截至10月4日当周，美国交易所交易基金（ETF）中的中国市场相关ETF流入52亿美元（约合人民币365亿元）。去年，该类ETF平均每周流出资金为2700万美元，这一大幅转变代表海外投资者对中国市场投资情绪的急剧转变。中金公司认为，主动外资更重要，转为标配将带来740亿美元（约合人民币5200亿元）流入。如果基本面修复带动更多主动长线资金回流，那市场空间也会更大。若情绪进一步修复至2021年初高点，对应恒指24000点左右，但从基本面角度较为勉强。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346388776980568,"gmtCreate":1725610940253,"gmtModify":1725610941594,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"htmlText":"<a 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ai的需求吗？搞个锤子前端自动生成","text":"唉 净搞些没用的 个人助理呢？openclaw还没让你看到agentic ai的需求吗？搞个锤子前端自动生成","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539464468669960","repostId":"2617579519","repostType":2,"repost":{"id":"2617579519","kind":"news","pubTimestamp":1772695923,"share":"https://www.laohu8.com/m/news/2617579519?lang=zh_CN&edition=full","pubTime":"2026-03-05 15:32","market":"hk","language":"zh","title":"美团发布NoCode AI编程工具：自然语言生成前端应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2617579519","media":"DoNews","summary":"美团技术委员会于2024年11月启动NoCode项目，2026年3月正式对外提供服务。美团明确表示不设商业化路径，核心目标是推动AI编程普惠化。美团强调，NoCode的使命是消除技术能力壁垒，使创作不受编程语言、开发经验与环境约束。目前该工具已支撑美团内外部千余个轻量级数字化需求落地，成为AI原生生产力工具规模化渗透的典型实践样本。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/MPNGY\">美团</a>技术委员会于2024年11月启动NoCode项目，2026年3月正式对外提供服务。该工具定位为面向非技术人员的AI原生开发平台，支持通过自然语言对话直接生成网页前端、小程序、产品原型及轻量级应用，无需编写代码、无需部署运维，实现“一句话，呈所想”。</p><p>NoCode基于<a href=\"https://laohu8.com/S/03690\">美团</a>自研千亿参数大模型LongCat，专为Web前端（HTML/CSS/JS）优化，并融合Code Agent调度系统，具备多步骤推理、文件检索、日志分析与数据库对接能力。其架构采用大模型与垂直小模型（MoE）协同模式：大模型负责需求理解与任务编排，小模型分别承担UI呈现、接口生成等具体执行任务。</p><p>用户仅需在nocode.cn界面输入自然语言需求，系统自动延展需求、制定实现计划、解释设计逻辑（含色彩系统、字体组合与UI规范），并在约10秒内完成代码生成，随即渲染出匹配度达85%的可交互页面。生成结果支持一键云端部署，自动生成CDN链接与分享地址，当前暂未开放后端API与数据库直连能力，需由专业技术人员后续接入。</p><p>截至2026年3月，NoCode已进入公开灰测阶段，无邀请码限制，初始登录配额为100次，每日新增10次对话额度；所有算力与云计算资源免费提供。美团明确表示不设商业化路径，核心目标是推动AI编程普惠化。</p><p>内部数据显示，美团研发体系中AI生成代码占比已达周增量的50%，涵盖NoCode与更早推出的CatPaw（2022年11月启动，对标GitHub Copilot）两大工具。值得注意的是，NoCode的主力用户已发生结构性反转：非技术研发人员（含产品经理、运营、BD、客服、商家、骑手站长等）使用量为技术研发人员的3倍，当前内部用户中约70–80%为非研发同事。</p><p>该项目为自下而上孵化的“黑客式”创新，初期由美团基础研发平台智能开发工具负责人俞超带领5–6人团队启动，全程未设强制KPI或高层指令驱动。团队成员跨职能协作，前端、后端、算法、工程、评测高度融合，部分精美页面由后端或设计人员直接使用AI工具迭代完成。评测环节强调bad case回放机制，对每一失败请求追溯query、对话流、模型响应与执行环境，持续优化渲染成功率与对话鲁棒性。</p><p>美团将NoCode纳入其AI三层战略中的“AI at work”层级，旨在降低软件交付门槛、缩短产品迭代周期，尤其服务于等待周期长、资源排期难的轻量级需求。实际应用场景已覆盖个人所得税测算页、区域商家门户、养殖场监看系统、信号灯优化工具、点餐系统原型等。骑手站长亦用其开发本地化管理工具，川渝地区商家正自主构建专属线上门户并一键发布至互联网。</p><p>美团技术委员会成员、工程效率负责人程大同指出，NoCode并非对标Cursor等IDE型编程助手，而是聚焦“零代码思维”用户，将AI编码动作完全封装，仅向用户交付功能结果。其交互范式本质是垂直领域AI Agent——以自然语言为唯一接口，通过工具调用、上下文管理与多模型协同完成端到端交付。美团自2022年起即布局AI编程，早于ChatGPT发布，早期依托外部商业模型快速验证，再反哺自研模型演进，形成螺旋上升路径。</p><p>未来1–3个月，NoCode将重点推进三方面升级：产品层上线UI/UX优化、协同编辑功能，并增强数据存储与后端集成能力；Agent层优化对话流架构、强化离线评测与在线A/B测试，扩大Apply模型与CatPaw Agent灰度范围，探索Remote Agent自动化能力；基础设施层构建极速容器调度系统，提升环境依赖安装、数据持久化等底层效率。其Slogan“一句话，呈所想”已部署于官网，猫形LOGO设计体现亲和力导向，呼应面向小白用户的定位。</p><p>美团强调，NoCode的使命是消除技术能力壁垒，使创作不受编程语言、开发经验与环境约束。其发展节奏按季度动态校准，拒绝长期路线图预设，坚持“解决一个bad case，前进一步”的务实迭代逻辑。目前该工具已支撑美团内外部千余个轻量级数字化需求落地，成为AI原生生产力工具规模化渗透的典型实践样本。</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>美团发布NoCode AI编程工具：自然语言生成前端应用</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; 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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美团发布NoCode AI编程工具：自然语言生成前端应用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 15:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305153736a6a59ae4&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团技术委员会于2024年11月启动NoCode项目，2026年3月正式对外提供服务。该工具定位为面向非技术人员的AI原生开发平台，支持通过自然语言对话直接生成网页前端、小程序、产品原型及轻量级应用，无需编写代码、无需部署运维，实现“一句话，呈所想”。NoCode基于美团自研千亿参数大模型LongCat，专为Web前端（HTML/CSS/JS）优化，并融合Code Agent调度系统，具备多步骤...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305153736a6a59ae4&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","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305153736a6a59ae4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2617579519","content_text":"美团技术委员会于2024年11月启动NoCode项目，2026年3月正式对外提供服务。该工具定位为面向非技术人员的AI原生开发平台，支持通过自然语言对话直接生成网页前端、小程序、产品原型及轻量级应用，无需编写代码、无需部署运维，实现“一句话，呈所想”。NoCode基于美团自研千亿参数大模型LongCat，专为Web前端（HTML/CSS/JS）优化，并融合Code Agent调度系统，具备多步骤推理、文件检索、日志分析与数据库对接能力。其架构采用大模型与垂直小模型（MoE）协同模式：大模型负责需求理解与任务编排，小模型分别承担UI呈现、接口生成等具体执行任务。用户仅需在nocode.cn界面输入自然语言需求，系统自动延展需求、制定实现计划、解释设计逻辑（含色彩系统、字体组合与UI规范），并在约10秒内完成代码生成，随即渲染出匹配度达85%的可交互页面。生成结果支持一键云端部署，自动生成CDN链接与分享地址，当前暂未开放后端API与数据库直连能力，需由专业技术人员后续接入。截至2026年3月，NoCode已进入公开灰测阶段，无邀请码限制，初始登录配额为100次，每日新增10次对话额度；所有算力与云计算资源免费提供。美团明确表示不设商业化路径，核心目标是推动AI编程普惠化。内部数据显示，美团研发体系中AI生成代码占比已达周增量的50%，涵盖NoCode与更早推出的CatPaw（2022年11月启动，对标GitHub Copilot）两大工具。值得注意的是，NoCode的主力用户已发生结构性反转：非技术研发人员（含产品经理、运营、BD、客服、商家、骑手站长等）使用量为技术研发人员的3倍，当前内部用户中约70–80%为非研发同事。该项目为自下而上孵化的“黑客式”创新，初期由美团基础研发平台智能开发工具负责人俞超带领5–6人团队启动，全程未设强制KPI或高层指令驱动。团队成员跨职能协作，前端、后端、算法、工程、评测高度融合，部分精美页面由后端或设计人员直接使用AI工具迭代完成。评测环节强调bad case回放机制，对每一失败请求追溯query、对话流、模型响应与执行环境，持续优化渲染成功率与对话鲁棒性。美团将NoCode纳入其AI三层战略中的“AI at work”层级，旨在降低软件交付门槛、缩短产品迭代周期，尤其服务于等待周期长、资源排期难的轻量级需求。实际应用场景已覆盖个人所得税测算页、区域商家门户、养殖场监看系统、信号灯优化工具、点餐系统原型等。骑手站长亦用其开发本地化管理工具，川渝地区商家正自主构建专属线上门户并一键发布至互联网。美团技术委员会成员、工程效率负责人程大同指出，NoCode并非对标Cursor等IDE型编程助手，而是聚焦“零代码思维”用户，将AI编码动作完全封装，仅向用户交付功能结果。其交互范式本质是垂直领域AI Agent——以自然语言为唯一接口，通过工具调用、上下文管理与多模型协同完成端到端交付。美团自2022年起即布局AI编程，早于ChatGPT发布，早期依托外部商业模型快速验证，再反哺自研模型演进，形成螺旋上升路径。未来1–3个月，NoCode将重点推进三方面升级：产品层上线UI/UX优化、协同编辑功能，并增强数据存储与后端集成能力；Agent层优化对话流架构、强化离线评测与在线A/B测试，扩大Apply模型与CatPaw Agent灰度范围，探索Remote Agent自动化能力；基础设施层构建极速容器调度系统，提升环境依赖安装、数据持久化等底层效率。其Slogan“一句话，呈所想”已部署于官网，猫形LOGO设计体现亲和力导向，呼应面向小白用户的定位。美团强调，NoCode的使命是消除技术能力壁垒，使创作不受编程语言、开发经验与环境约束。其发展节奏按季度动态校准，拒绝长期路线图预设，坚持“解决一个bad 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15:40","market":"hk","language":"zh","title":"港股重磅！刚刚，李家超发声！","url":"https://stock-news.laohu8.com/highlight/detail?id=1190299928","media":"券商中国","summary":"关键时刻，李家超重磅发声。针对港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分短线资金兑现了盈利，导致大盘波动性急剧增加。李家超重磅发声10月8日，香港特区行政长官李家超在“2024粤港澳大湾区高峰论坛”致辞时表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。","content":"<html><head></head><body><p>关键时刻，李家超重磅发声。</p><p style=\"text-align: justify;\">今日，香港特区行政长官李家超出席“2024粤港澳大湾区高峰论坛”致辞表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施。</p><p style=\"text-align: justify;\"><strong>市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%。针对港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分短线资金兑现了盈利，导致大盘波动性急剧增加。但从过去几周港股累计涨幅看，现在回落幅度相对合理。</strong></p><p style=\"text-align: justify;\">当前投资者关注的问题是，在大幅调整过后，港股市场能否重抬升势？</p><p><strong>李家超重磅发声</strong></p><p style=\"text-align: justify;\">10月8日，香港特区行政长官李家超在“2024粤港澳大湾区高峰论坛”致辞时表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。</p><p style=\"text-align: justify;\">李家超表示，大湾区是跨境金融互联互通的重要试验场，香港和大湾区内地城市金融市场的互联互通不断增量扩容，多个项目相继落成，包括深港通、债券通、跨境理财通、交易所买卖基金ETF纳入互联互通等，肯定香港作为超级联系人的重要角色。其中，跨境理财通在2021年启动而来持续稳步发展，今年2月底推出了理财通2.0，实现多方面的升级，丰富两地跨境配置的选择。</p><p style=\"text-align: justify;\">李家超指出，在最新的全球金融中心指数报告中，香港总排名上升至第三位，为亚洲的第一位。香港在投资管理、保险业、银行业、专业服务等多个金融行业排名亦显著上升，而投资管理的排名更升至第一位。</p><p style=\"text-align: justify;\">他表示，将推动粤港澳大湾区高质量发展，以及深化合作，发挥“一国两制”的制度优势，提升香港国际金融、航运、贸易中心地位，香港在“一国两制”下有独特优势，一直积极融入国家发展大局，强化国际联系。</p><p style=\"text-align: justify;\">李家超进一步表示，香港政府亦积极深化大湾区民生金融，推动金融更好地服务实体经济，支持创新活动便利民众和企业往来，支持大湾区建设宜居宜业宜游的优质生活圈。跨境支付方面，会持续提升跨境支付效率和用户体验。</p><p style=\"text-align: justify;\">展望未来，李家超说，香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施，促进大湾区金融市场融合，服务国家金融强国的发展战略，实现高质量发展。</p><p style=\"text-align: justify;\">中银香港副董事长兼总裁孙煜致辞时表示，香港应主动出击，吸引更多世界各地商界人士到大湾区投资经营，并进一步发展为新兴市场的投融资中心。</p><p><strong>港股跳水</strong></p><p style=\"text-align: justify;\">市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%，截至15点，恒生指数跌7.15%，恒生科技指数跌9.42%，恒生国企指数跌7.92%。成交量方面，港股恒生指数日内成交金额超5100亿港元，续创历史新高。</p><p style=\"text-align: justify;\">与此同时，A50也持续走低，截至15点，MSCI中国A50互联互通指数期货、富时中国A50指数期货均大跌超9%。</p><p style=\"text-align: justify;\"><strong>针对今日港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分资金兑现了盈利，导致大盘波动性急剧增加。</strong></p><p style=\"text-align: justify;\">其中，光大证券国际策略师伍礼贤称，港股大幅回落表明市场对A股表现比较关注。如果从过去几周港股累计涨幅看，现在回落幅度相对还比较合理，毕竟过去指数在技术指标上出现较为明显的超买，而现在是对超买指标作出的部分修正。</p><p style=\"text-align: justify;\">中泰国际策略分析师颜招骏表示，昨日的投资策略新增了“适时趁高获利”这点。因为港股极高斜率的暴力拉升难以持续太长时间，短期估值修复已非常充分，当市场迎来经济数据和政策落地的验证，大盘波动性或急剧增加，不排除有高位获利回吐压力，注意交易节奏，适时趁高获利。</p><p style=\"text-align: justify;\">摩根大通在10月6日发布的报告中写道，A股开盘后港股地产、消费和金融股可能将出现回调，但这是健康的。随着更多个人投资者进入A股，其表现或将优于港股。</p><p style=\"text-align: justify;\">值得注意的是，当前海外资金仍在大幅配置中国资产。晨星的最新数据显示，截至10月4日当周，美国交易所交易基金（ETF）中的中国市场相关ETF流入52亿美元（约合人民币365亿元）。去年，该类ETF平均每周流出资金为2700万美元，这一大幅转变代表海外投资者对中国市场投资情绪的急剧转变。</p><p style=\"text-align: justify;\">中金公司认为，主动外资更重要，转为标配将带来740亿美元（约合人民币5200亿元）流入。如果基本面修复带动更多主动长线资金回流，那市场空间也会更大。若情绪进一步修复至2021年初高点，对应恒指24000点左右，但从基本面角度较为勉强。</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>港股重磅！刚刚，李家超发声！</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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}\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港股重磅！刚刚，李家超发声！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-10-08 15:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>关键时刻，李家超重磅发声。</p><p style=\"text-align: justify;\">今日，香港特区行政长官李家超出席“2024粤港澳大湾区高峰论坛”致辞表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施。</p><p style=\"text-align: justify;\"><strong>市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%。针对港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分短线资金兑现了盈利，导致大盘波动性急剧增加。但从过去几周港股累计涨幅看，现在回落幅度相对合理。</strong></p><p style=\"text-align: justify;\">当前投资者关注的问题是，在大幅调整过后，港股市场能否重抬升势？</p><p><strong>李家超重磅发声</strong></p><p style=\"text-align: justify;\">10月8日，香港特区行政长官李家超在“2024粤港澳大湾区高峰论坛”致辞时表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。</p><p style=\"text-align: justify;\">李家超表示，大湾区是跨境金融互联互通的重要试验场，香港和大湾区内地城市金融市场的互联互通不断增量扩容，多个项目相继落成，包括深港通、债券通、跨境理财通、交易所买卖基金ETF纳入互联互通等，肯定香港作为超级联系人的重要角色。其中，跨境理财通在2021年启动而来持续稳步发展，今年2月底推出了理财通2.0，实现多方面的升级，丰富两地跨境配置的选择。</p><p style=\"text-align: justify;\">李家超指出，在最新的全球金融中心指数报告中，香港总排名上升至第三位，为亚洲的第一位。香港在投资管理、保险业、银行业、专业服务等多个金融行业排名亦显著上升，而投资管理的排名更升至第一位。</p><p style=\"text-align: justify;\">他表示，将推动粤港澳大湾区高质量发展，以及深化合作，发挥“一国两制”的制度优势，提升香港国际金融、航运、贸易中心地位，香港在“一国两制”下有独特优势，一直积极融入国家发展大局，强化国际联系。</p><p style=\"text-align: justify;\">李家超进一步表示，香港政府亦积极深化大湾区民生金融，推动金融更好地服务实体经济，支持创新活动便利民众和企业往来，支持大湾区建设宜居宜业宜游的优质生活圈。跨境支付方面，会持续提升跨境支付效率和用户体验。</p><p style=\"text-align: justify;\">展望未来，李家超说，香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施，促进大湾区金融市场融合，服务国家金融强国的发展战略，实现高质量发展。</p><p style=\"text-align: justify;\">中银香港副董事长兼总裁孙煜致辞时表示，香港应主动出击，吸引更多世界各地商界人士到大湾区投资经营，并进一步发展为新兴市场的投融资中心。</p><p><strong>港股跳水</strong></p><p style=\"text-align: justify;\">市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%，截至15点，恒生指数跌7.15%，恒生科技指数跌9.42%，恒生国企指数跌7.92%。成交量方面，港股恒生指数日内成交金额超5100亿港元，续创历史新高。</p><p style=\"text-align: justify;\">与此同时，A50也持续走低，截至15点，MSCI中国A50互联互通指数期货、富时中国A50指数期货均大跌超9%。</p><p style=\"text-align: justify;\"><strong>针对今日港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分资金兑现了盈利，导致大盘波动性急剧增加。</strong></p><p style=\"text-align: justify;\">其中，光大证券国际策略师伍礼贤称，港股大幅回落表明市场对A股表现比较关注。如果从过去几周港股累计涨幅看，现在回落幅度相对还比较合理，毕竟过去指数在技术指标上出现较为明显的超买，而现在是对超买指标作出的部分修正。</p><p style=\"text-align: justify;\">中泰国际策略分析师颜招骏表示，昨日的投资策略新增了“适时趁高获利”这点。因为港股极高斜率的暴力拉升难以持续太长时间，短期估值修复已非常充分，当市场迎来经济数据和政策落地的验证，大盘波动性或急剧增加，不排除有高位获利回吐压力，注意交易节奏，适时趁高获利。</p><p style=\"text-align: justify;\">摩根大通在10月6日发布的报告中写道，A股开盘后港股地产、消费和金融股可能将出现回调，但这是健康的。随着更多个人投资者进入A股，其表现或将优于港股。</p><p style=\"text-align: justify;\">值得注意的是，当前海外资金仍在大幅配置中国资产。晨星的最新数据显示，截至10月4日当周，美国交易所交易基金（ETF）中的中国市场相关ETF流入52亿美元（约合人民币365亿元）。去年，该类ETF平均每周流出资金为2700万美元，这一大幅转变代表海外投资者对中国市场投资情绪的急剧转变。</p><p style=\"text-align: justify;\">中金公司认为，主动外资更重要，转为标配将带来740亿美元（约合人民币5200亿元）流入。如果基本面修复带动更多主动长线资金回流，那市场空间也会更大。若情绪进一步修复至2021年初高点，对应恒指24000点左右，但从基本面角度较为勉强。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190299928","content_text":"关键时刻，李家超重磅发声。今日，香港特区行政长官李家超出席“2024粤港澳大湾区高峰论坛”致辞表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施。市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%。针对港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分短线资金兑现了盈利，导致大盘波动性急剧增加。但从过去几周港股累计涨幅看，现在回落幅度相对合理。当前投资者关注的问题是，在大幅调整过后，港股市场能否重抬升势？李家超重磅发声10月8日，香港特区行政长官李家超在“2024粤港澳大湾区高峰论坛”致辞时表示，香港政府将继续善用香港作为金融中心的领先优势，持续深化互联互通和民生金融，为大湾区金融合作注入动能。李家超表示，大湾区是跨境金融互联互通的重要试验场，香港和大湾区内地城市金融市场的互联互通不断增量扩容，多个项目相继落成，包括深港通、债券通、跨境理财通、交易所买卖基金ETF纳入互联互通等，肯定香港作为超级联系人的重要角色。其中，跨境理财通在2021年启动而来持续稳步发展，今年2月底推出了理财通2.0，实现多方面的升级，丰富两地跨境配置的选择。李家超指出，在最新的全球金融中心指数报告中，香港总排名上升至第三位，为亚洲的第一位。香港在投资管理、保险业、银行业、专业服务等多个金融行业排名亦显著上升，而投资管理的排名更升至第一位。他表示，将推动粤港澳大湾区高质量发展，以及深化合作，发挥“一国两制”的制度优势，提升香港国际金融、航运、贸易中心地位，香港在“一国两制”下有独特优势，一直积极融入国家发展大局，强化国际联系。李家超进一步表示，香港政府亦积极深化大湾区民生金融，推动金融更好地服务实体经济，支持创新活动便利民众和企业往来，支持大湾区建设宜居宜业宜游的优质生活圈。跨境支付方面，会持续提升跨境支付效率和用户体验。展望未来，李家超说，香港政府会继续与内地相关单位和业界紧密合作，持续优化各项互联互通措施，促进大湾区金融市场融合，服务国家金融强国的发展战略，实现高质量发展。中银香港副董事长兼总裁孙煜致辞时表示，香港应主动出击，吸引更多世界各地商界人士到大湾区投资经营，并进一步发展为新兴市场的投融资中心。港股跳水市场层面，今日港股开盘后，各大指数全线调整，恒生科技指数盘中最大跌幅超14%，恒生指数一度跌超10%，截至15点，恒生指数跌7.15%，恒生科技指数跌9.42%，恒生国企指数跌7.92%。成交量方面，港股恒生指数日内成交金额超5100亿港元，续创历史新高。与此同时，A50也持续走低，截至15点，MSCI中国A50互联互通指数期货、富时中国A50指数期货均大跌超9%。针对今日港股市场的调整原因，多家机构认为，国庆假期港股涨幅过大，积累了大量获利盘，部分资金兑现了盈利，导致大盘波动性急剧增加。其中，光大证券国际策略师伍礼贤称，港股大幅回落表明市场对A股表现比较关注。如果从过去几周港股累计涨幅看，现在回落幅度相对还比较合理，毕竟过去指数在技术指标上出现较为明显的超买，而现在是对超买指标作出的部分修正。中泰国际策略分析师颜招骏表示，昨日的投资策略新增了“适时趁高获利”这点。因为港股极高斜率的暴力拉升难以持续太长时间，短期估值修复已非常充分，当市场迎来经济数据和政策落地的验证，大盘波动性或急剧增加，不排除有高位获利回吐压力，注意交易节奏，适时趁高获利。摩根大通在10月6日发布的报告中写道，A股开盘后港股地产、消费和金融股可能将出现回调，但这是健康的。随着更多个人投资者进入A股，其表现或将优于港股。值得注意的是，当前海外资金仍在大幅配置中国资产。晨星的最新数据显示，截至10月4日当周，美国交易所交易基金（ETF）中的中国市场相关ETF流入52亿美元（约合人民币365亿元）。去年，该类ETF平均每周流出资金为2700万美元，这一大幅转变代表海外投资者对中国市场投资情绪的急剧转变。中金公司认为，主动外资更重要，转为标配将带来740亿美元（约合人民币5200亿元）流入。如果基本面修复带动更多主动长线资金回流，那市场空间也会更大。若情绪进一步修复至2021年初高点，对应恒指24000点左右，但从基本面角度较为勉强。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472416550588544,"gmtCreate":1756367823956,"gmtModify":1756367825783,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"htmlText":"<a 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买空赚翻了，谢谢，一天不退市，闭眼买空","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 买空赚翻了，谢谢，一天不退市，闭眼买空","text":"$美团-W(03690)$ 买空赚翻了，谢谢，一天不退市，闭眼买空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536079387497992","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531175010144520,"gmtCreate":1770702356739,"gmtModify":1770702536761,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516318902917575","idStr":"3516318902917575"},"themes":[],"title":"","htmlText":"建毛线仓，等着50以下把，傻子建仓","listText":"建毛线仓，等着50以下把，傻子建仓","text":"建毛线仓，等着50以下把，傻子建仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531175010144520","repostId":"2610413657","repostType":2,"repost":{"id":"2610413657","kind":"news","pubTimestamp":1770652733,"share":"https://www.laohu8.com/m/news/2610413657?lang=zh_CN&edition=full","pubTime":"2026-02-09 23:58","market":"hk","language":"zh","title":"美团跌破52周最低，是否要考虑建仓？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610413657","media":"林氪","summary":"美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。所以结合美团当前的股价，以及港股通等因素，最近开始重新审视是否要建仓美团？","content":"<html><body><article><p><a href=\"https://laohu8.com/S/MPNGY\">美团</a>在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举<span>跌破</span>52周最低价，触及90.2港币。</p><p>回望25年3月7日那189.6港币的高点，如今股价已然腰斩。</p><p>巨头博弈的残酷性，在<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>线上展露无遗，前有<a href=\"https://laohu8.com/S/BABA\">阿里</a>重兵压境，后有抖音虎视眈眈，<a href=\"https://laohu8.com/S/03690\">美团</a>腹背受敌，股价的颓势确实不会撒谎。</p><p>相比之下，<a href=\"https://laohu8.com/S/09988\">阿里</a>的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。</p><p>虽然阿里的起飞更多得益于AI新叙事的加持，但资本市场显然也是认可阿里过去这一年的战功的。</p><p>回看我对美团的顾虑，主要集中在两点：</p><p>一个是商业模式不够好，赚钱很不容易。</p><p>就是觉得美团一家独大，各方面都需要承担非常大的压力，睡不踏实。</p><p>如今时移世易，今天重新审视这两个顾虑：</p><p>商业模式不够好，其实是被验证了的，美团的商业模式的确无法和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>相比，而且因为阿里的大举进攻，整个外卖的商业模式受到了更大的挑战。这都是客观的事实，但商业理性终究会回归。</p><p>但有趣的是，恰恰因为外卖市场竞争白热化，第二个顾虑反而被消解了，天塌下来，有阿里顶着。这何尝不是一种一种塞翁失马，焉知非福。</p><p>所以结合美团当前的股价，以及<span>港股通</span>等因素，最近开始重新审视是否要建仓美团？</p><p>尤其是在AI突飞猛进、让人既惊喜又深感不安的当下，相比于AI“比特（Byte）”逻辑的不确定性，美团这种搬运近场“原子”的履约能力，反而提供了一种确定性。</p><p>或许可以再等等，或许只是先搞一个观察仓，欢迎评论区留言讨论。</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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}\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美团跌破52周最低，是否要考虑建仓？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-09 23:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&s=b><strong>林氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。虽然阿里的起飞更多得益于AI新叙事的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&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":{"LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" 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