baiwan的个人主页 - 老虎社区

baiwan

baiwan

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IP属地：江苏

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13粉丝

3主题

0勋章

2024-04-22

$特斯拉(TSLA)$ 本周就是低点，反弹第一目标 180，第二目标 196，然后再次寻底，支撑

2024-02-07

$特斯拉(TSLA)$ 短空长多，最近市场风向不利于电动车，夏天才是电动车的好时机，所以短线 150-166 一线是上车好时机，越来越近了，耐心堪比黄金，加油

2020-07-30

$理想汽车(LI)$刚才新闻说11.5发行，这是吃相多难看

2025-05-06

amd必须滴，但是也白搭，财报好不一定真的好，目前ai透支了

2025-05-06

128差不多差不多

2025-04-17

$英伟达(NVDA)$ 今天如果还不涨那么就真的帮不了你了[强] [捂嘴]

2020-07-30

$理想汽车(LI)$中了这会肯定卖，可惜老虎🐯直接崩溃了

2020-08-13

$贝壳找房(BEKE)$中签还没有公布，诶，老虎🐯和上次一样慢啊

2020-12-15

$蓝月亮集团(06993)$手动中签，不知道明天是福是惑

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/JD\">京东</a>、字节等互联网大厂重点发力模型的AI战略不同，美团在基础模型领域有高投入之外，还在无人配送和具身智能领域持续投入资源，并通过“一把手工程”的模式重点推进这些关键方向。</p><p>这三个方向背后的核心逻辑是：可以契合美团既有业务，并可能给美团在未来带来几何级增长。以具身智能为例，一家美团投资的具身智能公司高管向虎嗅表示，其公司的机器人产品的关键场景，是成为无人货仓“分拣员”，而这与美团即时零售前置货仓可以直接契合；另有美团AI相关业务线人士告诉虎嗅，美团目前在AI的布局思路，是把美团整个业务链拆分为若干个可以靠AI或无人配送、具身智能提效的场景。</p><p>“高度机密或者需要依靠规模出效率的，美团选择自己来做；一些更细分的场景，美团通过投资来培养生态相关公司。”</p><p>王兴把业务和科研分为两个不同维度，并意识到在AI领域“纯粹学术性的科研投入”对美团至关重要。</p><p>虎嗅获悉，王兴正频繁与国内外AI圈一线学者见面或线上交流，并请朋友引荐多位海外AI大牛、AI创业者。</p><p>一位与字节创始人张一鸣和王兴陆续交流过的AI圈学者告诉虎嗅，王兴和张一鸣都在密集见AI圈的明星科学家们，但二人风格不同。“和王兴聊天时，他更有理想主义情调，并不完全看重某个技术当下的商业价值，他会和你探讨这件事对人类的影响，他会耐心倾听你说什么；张一鸣相对而言会更看重其中的数据和当下价值，他会反复追问里面某个数字，和张一鸣的沟通更有碰撞感。”</p><p>这些研发人才进入美团后，并不会像业务部门一样直接给予具象的业绩考核。王兴希望研发团队“尊重科研规律”并“保持耐心”，但他同时要求基本盘业务（本地核心商业、社区团购等业务）更快速地完成AI化转型。</p><p>“我们将加大对AI、无人机配送、自动配送车等前沿科技及相关应用的投入。”3月21日晚，在美团财报电话会议上，王兴表示。在当天早些时候公布的年度财报中，美团2024年研发投入达到211亿元，这也是美团创立以来年度研发投入之最。</p><p>全面转型AI已经成为当下美团的焦点。虎嗅了解到，2025年以来，美团多个业务部门开始改变岗位配比，诸如运营等岗位正在被适当减少，取而代之的是算法工程师、硬件工程师等与AI方向更强相关的人才。多个核心业务线被要求用AI提效，并更快速完成人效升级。</p><p>但这是一场和时间的赛跑。</p><p>就在美团发力AI的当下，京东、抖音和美团的多线战争愈演愈烈。在美团核心腹地，抖音依然在发力到店业务以及酒旅，京东则声势甚大地“吆喝”着闯入外卖，而在即时零售领域美团和京东在过去两年早已杀红了眼。</p><p>从业绩本身看，美团目前的江山尚属稳固：财报显示，2024年美团年营收同比增长22%至3376亿元，经营溢利同比增长174.6%至368.45亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e1c8e3ffe259c11e20c77bc2e11e763\" alt=\"数据来源：美团历年财报\" title=\"数据来源：美团历年财报\" tg-width=\"1182\" tg-height=\"600\"/><span>数据来源：美团历年财报</span></p><p>值得注意的是，美团业绩增长背后的核心<a href=\"https://laohu8.com/S/600405\">动力源</a>，正是与京东交火的外卖业务、以及和抖音拼杀正酣的到店业务——2024年美团调整部门协同整合组织架构后，到店到家业务一体化，外卖业务直接给到店业务引流，这让美团的到店业务在2024年内订单量同比增长65%，最终美团整个核心本地商业（外卖、到店、闪购、民宿及交通票务等）收入同比增幅达到 21% 至 2502 亿元。</p><p>这也意味着，随着美团在2025年和抖音、京东等对手的战争深入，其基本盘的“抗压增长”能力将经历再次考验。在这一背景下，AI能否成为美团2025年的杀手锏就更值得关注了。</p><h2 id=\"id_2151343133\">发力三大AI领域，以及AGI</h2><p>无人配送、AI大模型及应用产品、具身智能是美团当下在AI领域正在发力的三个关键方向。</p><p>在三个关键方向之中，美团的策略有所不同。</p><p>无人配送，被视为美团2025年的关键发力点，也是美团在三个AI方向之中较为成熟的一个。虎嗅获悉，目前，美团无人配送分为两大事业部，其一是自动车配送部，由美团副总裁夏华夏博士带队；其二是无人机业务部，由美团副总裁毛一年博士带队。</p><p>二人均直接向王兴汇报。</p><p>无人机和自动配送车在美团内部均已培育多年，目前都已经实际投入商业化运营。虎嗅获悉，在这两个业务上，美团整体上采取“自产自研”为基础的模式，除了有美团自己的研发团队，美团还建立了自给自足的生产工厂。</p><p>为了扩大人才储备，美团在无人机和自动配送车领域，还通过外部顾问+大学竞赛的手段吸引人才。针对一些不能全职进入美团的学者，美团通过外部研究院的模式，邀请学者参与合作；每年美团还会组织大学生参加无人机等科研赛事以挖掘人才。</p><p>虎嗅了解到，王兴对这两个核心业务给予了较大耐心，并未把项目的收支平衡纳入考量维度，且在2025年均要加大投入。但与此同时，王兴对于两个业务的年度渗透率（用户参与度、路线与航线开拓数量、无人订单增量）较为关注。</p><p>可以认为，王兴很清晰地意识到无人配送代表美团长远的未来，但无人配送订单短期内难以占美团总订单的大头，所以对于这两个具体业务，美团整体的策略是通过不断提高渗透率、体验感来培养市场。</p><p>AI大模型及应用产品则是美团的另一个关键方向。</p><p>在美团内部，2016年王兴在内部把ABC视为未来战略（AI、BigDate、Cloud）并自此开始强化AI布局。</p><p>和无人配送不同，美团在AI端并未放弃直接向C端用户推出AI产品的想法。目前，美团内部的AI类产品可以分为两大类：</p><p>其一，公司整体的底座类产品，以“美团AI平台”为主，包括了美团云、TensorFlow深度学习平台等产品。这些产品基本上涵盖了美团基本盘的各个业务场景。2025年，美团内部的核心思路，是基于这些AI工具推动核心业务的AI进化。</p><p>虎嗅独家获悉，部分美团核心业务板块，已经把“AI带来的增长”作为半年度的关键指标，这些指标甚至具体量化。而在中后台等支持部门，美团内部也在推动AI进化，并要求多个相关部门年内通过AI大幅度提高人效、优化结构。</p><p>其二，AI to C类产品。这包括了两种，一种是类似美团2023年推出的Wow AI社区APP这样直接to C的产品，一种则是整合在美团APP之中类似AI摄影馆这样的to C功能。</p><p>值得注意的是，2024年，美团内部一度对于直面用户的诸如Wow AI这样的产品，有所迟疑。但在DeepSeek火爆后，这一局面正在发生变化。虎嗅独家获悉，美团内部已经有多个小型项目组，在探索新型的直面用户的AI to C类产品，其中不乏社交、娱乐类应用。</p><p>而嵌入在美团APP之中的AI to C功能，2025年有望大幅度增加。虎嗅了解到，美团全资收购光年之外后，其AI人才进一步扩充。目前，美团内部有相当多的AI人才被投入到“生成式AI改造美团APP”的相关工作，而DeepSeek火爆后，美团在对外招聘上进一步加大了对算法人才的力度。</p><p>另有美团技术相关人士告诉虎嗅，美团高层普遍认为，市场上在一两年之内有可能出现诸如“新抖音”、“新微信”一样影响力的AI to C产品，在这个窗口里，美团存在机会。</p><p>在无人配送和AI之外，具身智能则是美团发力的另一个关键方向。但在这个领域，美团除了自研之外，较为倚重投资。</p><p>虎嗅获悉，目前美团围绕具身智能的投资主要分为两类，其一是基于美团或美团龙珠，比如美团相关资本对于宇树科技和银河通用的投资；其二是王兴及其他核心高管个人对于具身智能独角兽或高潜力公司的投资。</p><p>截至目前，美团方面公开披露或官宣过的机器人相关投资项目超过19个，这些项目除了银河通用、高仙机器人这样的整机厂商之外，也有<a href=\"https://laohu8.com/S/300207\">欣旺达</a>动力（动力电池）、灵明光子（单光子探测器SPAD技术）这类的产业链上下游公司。</p><p>有知情人士告诉虎嗅，美团在具身智能领域的投资逻辑，基本上有两个关键维度：其一，与美团核心场景契合；其二，围绕产业链生态进行闭环投资。</p><p>有一家拿到美团相关资本的具身智能公司创始人告诉虎嗅，美团在投资后，不仅给该公司提供了试验场景（拿出了几个即时零售场景的仓储作为机器人分拣试验地）还给该公司介绍了上游供货方（也是美团投资的项目）。</p><p>不过在无人配送、AI和具身智能之外，美团和王兴也在关注其他AI方向。</p><p>有知情人士告诉虎嗅，王兴相信AGI时代即将到来，对于一些和美团业务并不强相关的AI项目和思路，他也充满兴趣。“他出于纯粹的兴趣和友情，见了很多和美团核心业务没关系的AI圈创业者，并给予一些人以支持。”</p><p>而在美团内部，虎嗅获悉，有一些侧重于探索性的项目在暗中推进，这些AI项目有的和美团目前的业务可以说“毫无关系”，但高层却给予了巨大的自由空间和支持力度。</p><p>“王兴年轻时的爱好之一是莎士比亚戏剧，他是一个理想主义者，有浪漫的一面。他比较相信AGI，也相信AI带来的不只是赚钱机会，更是整个人类生活方式的变化乃至于人类文明的进化。”上述知情人士表示。</p><p>不过，无论美团和王兴的AI梦有多么充满理想主义，其基本盘业务的稳健程度，依然是一切的根本。</p><h2 id=\"id_2924129175\">AI背后的基本盘：多线开战局面会持续</h2><p>有美团外卖业务线人士向虎嗅表示，截至2025年3月中旬，京东等新对手在外卖业务上对美团造成的冲击“微乎其微”。“其日均订单总量，目前仍然是饿了么的十分之一左右，美团的市场份额几乎没有变化。”该人士说。</p><p>虎嗅独家获悉，2023年针对抖音本地生活攻势，美团内部曾成立了“烽火”项目，但目前美团内部并未针对京东在外卖的攻势成立任何专门的项目组。</p><p>但美团内部的危机感是存在的。</p><p>上述业务线人士认为，在2022~204年，京东和美团最直接的交火线是即时零售，二者总体占据了市场85%以上的份额，而二者具体的份额并未较大差异，可以说平分秋色。但在份额之外，2023年之后，美团在即时零售业务上，扩大了对于3C、日百产品的供给，这直接影响了京东的核心业务。</p><p>虎嗅获悉，2024年，京东在3C业务上，遭遇的“新”对手主要有三：其一是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>百亿补贴的3C产品，其核心武器是百亿补贴的低价；其二是抖音的3C业务，其核心武器是抖音的流量；其三则是美团即时零售业务，其核心武器是送达时间。据行业人士透露，美团即时零售的3C订单增速较高，其对于小米、华为、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等头部品牌进行了重点渗透。</p><p>有业内人士分析认为，京东发力外卖，一方面是想通过给基本盘用户增加供给以强化核心用户整体客单价和复购频次，另一方面则是想通过“去美团腹地布子”给即时零售等业务打出“掎角之势”。</p><p>2月底到3月初，美团外卖业务线针对京东延揽的核心商家进行了密集拜访，并和其中部分商家重新沟通了合作方式。虎嗅获悉，针对一些头部KA客户，美团给予了包括流量、直播间、新补贴玩法一系列利好，以试图巩固对方心智。</p><p>不过，京东对美团而言只是“癣疥之疾”，心腹大患依然是抖音。2024年年度财报及电话会议信息显示，到店业务以及酒旅业务依然是美团最重要的利润支柱，抖音虽然在这一领域攻势有所放缓，但其继续发力的基本策略并未有根本性变化。</p><p>有头部餐饮公司的创始人告诉虎嗅，2025年初，抖音的人拜访公司后给出了极具吸引力的平台政策，而对于一些正处于经营低谷的餐饮品牌而言，很难在美团和抖音两个领域都充分投入，大概率2025年还是要有所取舍。</p><p>所以，摆在王兴和美团面前的核心考题是：如何在激烈竞争下，对未来精准地押注并高效率地执行。毕竟在AI转型上，美团的对手们也正在全力出击。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团想另选一种命运</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团想另选一种命运\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-22 16:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8hvKAVKoERv><strong>虎嗅网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当友商正发起“外卖员五险一金”舆论大战之际，美团已把眼光投向绝不会产生类似争议的无人机，觉得那才是更大的未来。虎嗅独家获悉，目前在美团内部，创始人王兴正亲自主抓和重点过问AI相关项目。美团正发力的AI关键项目分为三类：无人配送（含无人机配送和自动配送车）、AI大模型及应用产品（包括AI重塑美团业务流以及直接面向市场的AI产品）、具身智能（包括美团第一方具身智能项目以及投资的具身智能公司）。和阿里、...</p>\n\n<a href=\"https://tech.ifeng.com/c/8hvKAVKoERv\">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/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"BK1610":"ETF&股票定投概念","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","03690":"美团-W","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" 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ACC"},"source_url":"https://tech.ifeng.com/c/8hvKAVKoERv","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2521626682","content_text":"当友商正发起“外卖员五险一金”舆论大战之际，美团已把眼光投向绝不会产生类似争议的无人机，觉得那才是更大的未来。虎嗅独家获悉，目前在美团内部，创始人王兴正亲自主抓和重点过问AI相关项目。美团正发力的AI关键项目分为三类：无人配送（含无人机配送和自动配送车）、AI大模型及应用产品（包括AI重塑美团业务流以及直接面向市场的AI产品）、具身智能（包括美团第一方具身智能项目以及投资的具身智能公司）。和阿里、京东、字节等互联网大厂重点发力模型的AI战略不同，美团在基础模型领域有高投入之外，还在无人配送和具身智能领域持续投入资源，并通过“一把手工程”的模式重点推进这些关键方向。这三个方向背后的核心逻辑是：可以契合美团既有业务，并可能给美团在未来带来几何级增长。以具身智能为例，一家美团投资的具身智能公司高管向虎嗅表示，其公司的机器人产品的关键场景，是成为无人货仓“分拣员”，而这与美团即时零售前置货仓可以直接契合；另有美团AI相关业务线人士告诉虎嗅，美团目前在AI的布局思路，是把美团整个业务链拆分为若干个可以靠AI或无人配送、具身智能提效的场景。“高度机密或者需要依靠规模出效率的，美团选择自己来做；一些更细分的场景，美团通过投资来培养生态相关公司。”王兴把业务和科研分为两个不同维度，并意识到在AI领域“纯粹学术性的科研投入”对美团至关重要。虎嗅获悉，王兴正频繁与国内外AI圈一线学者见面或线上交流，并请朋友引荐多位海外AI大牛、AI创业者。一位与字节创始人张一鸣和王兴陆续交流过的AI圈学者告诉虎嗅，王兴和张一鸣都在密集见AI圈的明星科学家们，但二人风格不同。“和王兴聊天时，他更有理想主义情调，并不完全看重某个技术当下的商业价值，他会和你探讨这件事对人类的影响，他会耐心倾听你说什么；张一鸣相对而言会更看重其中的数据和当下价值，他会反复追问里面某个数字，和张一鸣的沟通更有碰撞感。”这些研发人才进入美团后，并不会像业务部门一样直接给予具象的业绩考核。王兴希望研发团队“尊重科研规律”并“保持耐心”，但他同时要求基本盘业务（本地核心商业、社区团购等业务）更快速地完成AI化转型。“我们将加大对AI、无人机配送、自动配送车等前沿科技及相关应用的投入。”3月21日晚，在美团财报电话会议上，王兴表示。在当天早些时候公布的年度财报中，美团2024年研发投入达到211亿元，这也是美团创立以来年度研发投入之最。全面转型AI已经成为当下美团的焦点。虎嗅了解到，2025年以来，美团多个业务部门开始改变岗位配比，诸如运营等岗位正在被适当减少，取而代之的是算法工程师、硬件工程师等与AI方向更强相关的人才。多个核心业务线被要求用AI提效，并更快速完成人效升级。但这是一场和时间的赛跑。就在美团发力AI的当下，京东、抖音和美团的多线战争愈演愈烈。在美团核心腹地，抖音依然在发力到店业务以及酒旅，京东则声势甚大地“吆喝”着闯入外卖，而在即时零售领域美团和京东在过去两年早已杀红了眼。从业绩本身看，美团目前的江山尚属稳固：财报显示，2024年美团年营收同比增长22%至3376亿元，经营溢利同比增长174.6%至368.45亿元。数据来源：美团历年财报值得注意的是，美团业绩增长背后的核心动力源，正是与京东交火的外卖业务、以及和抖音拼杀正酣的到店业务——2024年美团调整部门协同整合组织架构后，到店到家业务一体化，外卖业务直接给到店业务引流，这让美团的到店业务在2024年内订单量同比增长65%，最终美团整个核心本地商业（外卖、到店、闪购、民宿及交通票务等）收入同比增幅达到 21% 至 2502 亿元。这也意味着，随着美团在2025年和抖音、京东等对手的战争深入，其基本盘的“抗压增长”能力将经历再次考验。在这一背景下，AI能否成为美团2025年的杀手锏就更值得关注了。发力三大AI领域，以及AGI无人配送、AI大模型及应用产品、具身智能是美团当下在AI领域正在发力的三个关键方向。在三个关键方向之中，美团的策略有所不同。无人配送，被视为美团2025年的关键发力点，也是美团在三个AI方向之中较为成熟的一个。虎嗅获悉，目前，美团无人配送分为两大事业部，其一是自动车配送部，由美团副总裁夏华夏博士带队；其二是无人机业务部，由美团副总裁毛一年博士带队。二人均直接向王兴汇报。无人机和自动配送车在美团内部均已培育多年，目前都已经实际投入商业化运营。虎嗅获悉，在这两个业务上，美团整体上采取“自产自研”为基础的模式，除了有美团自己的研发团队，美团还建立了自给自足的生产工厂。为了扩大人才储备，美团在无人机和自动配送车领域，还通过外部顾问+大学竞赛的手段吸引人才。针对一些不能全职进入美团的学者，美团通过外部研究院的模式，邀请学者参与合作；每年美团还会组织大学生参加无人机等科研赛事以挖掘人才。虎嗅了解到，王兴对这两个核心业务给予了较大耐心，并未把项目的收支平衡纳入考量维度，且在2025年均要加大投入。但与此同时，王兴对于两个业务的年度渗透率（用户参与度、路线与航线开拓数量、无人订单增量）较为关注。可以认为，王兴很清晰地意识到无人配送代表美团长远的未来，但无人配送订单短期内难以占美团总订单的大头，所以对于这两个具体业务，美团整体的策略是通过不断提高渗透率、体验感来培养市场。AI大模型及应用产品则是美团的另一个关键方向。在美团内部，2016年王兴在内部把ABC视为未来战略（AI、BigDate、Cloud）并自此开始强化AI布局。和无人配送不同，美团在AI端并未放弃直接向C端用户推出AI产品的想法。目前，美团内部的AI类产品可以分为两大类：其一，公司整体的底座类产品，以“美团AI平台”为主，包括了美团云、TensorFlow深度学习平台等产品。这些产品基本上涵盖了美团基本盘的各个业务场景。2025年，美团内部的核心思路，是基于这些AI工具推动核心业务的AI进化。虎嗅独家获悉，部分美团核心业务板块，已经把“AI带来的增长”作为半年度的关键指标，这些指标甚至具体量化。而在中后台等支持部门，美团内部也在推动AI进化，并要求多个相关部门年内通过AI大幅度提高人效、优化结构。其二，AI to C类产品。这包括了两种，一种是类似美团2023年推出的Wow AI社区APP这样直接to C的产品，一种则是整合在美团APP之中类似AI摄影馆这样的to C功能。值得注意的是，2024年，美团内部一度对于直面用户的诸如Wow AI这样的产品，有所迟疑。但在DeepSeek火爆后，这一局面正在发生变化。虎嗅独家获悉，美团内部已经有多个小型项目组，在探索新型的直面用户的AI to C类产品，其中不乏社交、娱乐类应用。而嵌入在美团APP之中的AI to C功能，2025年有望大幅度增加。虎嗅了解到，美团全资收购光年之外后，其AI人才进一步扩充。目前，美团内部有相当多的AI人才被投入到“生成式AI改造美团APP”的相关工作，而DeepSeek火爆后，美团在对外招聘上进一步加大了对算法人才的力度。另有美团技术相关人士告诉虎嗅，美团高层普遍认为，市场上在一两年之内有可能出现诸如“新抖音”、“新微信”一样影响力的AI to C产品，在这个窗口里，美团存在机会。在无人配送和AI之外，具身智能则是美团发力的另一个关键方向。但在这个领域，美团除了自研之外，较为倚重投资。虎嗅获悉，目前美团围绕具身智能的投资主要分为两类，其一是基于美团或美团龙珠，比如美团相关资本对于宇树科技和银河通用的投资；其二是王兴及其他核心高管个人对于具身智能独角兽或高潜力公司的投资。截至目前，美团方面公开披露或官宣过的机器人相关投资项目超过19个，这些项目除了银河通用、高仙机器人这样的整机厂商之外，也有欣旺达动力（动力电池）、灵明光子（单光子探测器SPAD技术）这类的产业链上下游公司。有知情人士告诉虎嗅，美团在具身智能领域的投资逻辑，基本上有两个关键维度：其一，与美团核心场景契合；其二，围绕产业链生态进行闭环投资。有一家拿到美团相关资本的具身智能公司创始人告诉虎嗅，美团在投资后，不仅给该公司提供了试验场景（拿出了几个即时零售场景的仓储作为机器人分拣试验地）还给该公司介绍了上游供货方（也是美团投资的项目）。不过在无人配送、AI和具身智能之外，美团和王兴也在关注其他AI方向。有知情人士告诉虎嗅，王兴相信AGI时代即将到来，对于一些和美团业务并不强相关的AI项目和思路，他也充满兴趣。“他出于纯粹的兴趣和友情，见了很多和美团核心业务没关系的AI圈创业者，并给予一些人以支持。”而在美团内部，虎嗅获悉，有一些侧重于探索性的项目在暗中推进，这些AI项目有的和美团目前的业务可以说“毫无关系”，但高层却给予了巨大的自由空间和支持力度。“王兴年轻时的爱好之一是莎士比亚戏剧，他是一个理想主义者，有浪漫的一面。他比较相信AGI，也相信AI带来的不只是赚钱机会，更是整个人类生活方式的变化乃至于人类文明的进化。”上述知情人士表示。不过，无论美团和王兴的AI梦有多么充满理想主义，其基本盘业务的稳健程度，依然是一切的根本。AI背后的基本盘：多线开战局面会持续有美团外卖业务线人士向虎嗅表示，截至2025年3月中旬，京东等新对手在外卖业务上对美团造成的冲击“微乎其微”。“其日均订单总量，目前仍然是饿了么的十分之一左右，美团的市场份额几乎没有变化。”该人士说。虎嗅独家获悉，2023年针对抖音本地生活攻势，美团内部曾成立了“烽火”项目，但目前美团内部并未针对京东在外卖的攻势成立任何专门的项目组。但美团内部的危机感是存在的。上述业务线人士认为，在2022~204年，京东和美团最直接的交火线是即时零售，二者总体占据了市场85%以上的份额，而二者具体的份额并未较大差异，可以说平分秋色。但在份额之外，2023年之后，美团在即时零售业务上，扩大了对于3C、日百产品的供给，这直接影响了京东的核心业务。虎嗅获悉，2024年，京东在3C业务上，遭遇的“新”对手主要有三：其一是拼多多百亿补贴的3C产品，其核心武器是百亿补贴的低价；其二是抖音的3C业务，其核心武器是抖音的流量；其三则是美团即时零售业务，其核心武器是送达时间。据行业人士透露，美团即时零售的3C订单增速较高，其对于小米、华为、苹果等头部品牌进行了重点渗透。有业内人士分析认为，京东发力外卖，一方面是想通过给基本盘用户增加供给以强化核心用户整体客单价和复购频次，另一方面则是想通过“去美团腹地布子”给即时零售等业务打出“掎角之势”。2月底到3月初，美团外卖业务线针对京东延揽的核心商家进行了密集拜访，并和其中部分商家重新沟通了合作方式。虎嗅获悉，针对一些头部KA客户，美团给予了包括流量、直播间、新补贴玩法一系列利好，以试图巩固对方心智。不过，京东对美团而言只是“癣疥之疾”，心腹大患依然是抖音。2024年年度财报及电话会议信息显示，到店业务以及酒旅业务依然是美团最重要的利润支柱，抖音虽然在这一领域攻势有所放缓，但其继续发力的基本策略并未有根本性变化。有头部餐饮公司的创始人告诉虎嗅，2025年初，抖音的人拜访公司后给出了极具吸引力的平台政策，而对于一些正处于经营低谷的餐饮品牌而言，很难在美团和抖音两个领域都充分投入，大概率2025年还是要有所取舍。所以，摆在王兴和美团面前的核心考题是：如何在激烈竞争下，对未来精准地押注并高效率地执行。毕竟在AI转型上，美团的对手们也正在全力出击。","news_type":1,"symbols_score_info":{"03690":1,"MPNGY":1,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399215028900416,"gmtCreate":1738487213787,"gmtModify":1738487217781,"author":{"id":"3555819458512632","authorId":"3555819458512632","name":"baiwan","avatar":"https://static.tigerbbs.com/96c94d7df5868f00b1de132be6a20e2c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555819458512632","authorIdStr":"3555819458512632"},"themes":[],"htmlText":"新年财运亨通，顺顺利利，平安吉祥，雷神光临，蛇么都有(˶╹ꇴ╹˶)🧨","listText":"新年财运亨通，顺顺利利，平安吉祥，雷神光临，蛇么都有(˶╹ꇴ╹˶)🧨","text":"新年财运亨通，顺顺利利，平安吉祥，雷神光临，蛇么都有(˶╹ꇴ╹˶)🧨","images":[{"img":"https://static.tigerbbs.com/29fb1d5c23d9ee7ea402bd0f7d8c4f3c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399215028900416","isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":397745185587728,"gmtCreate":1738127927312,"gmtModify":1738127931807,"author":{"id":"3555819458512632","authorId":"3555819458512632","name":"baiwan","avatar":"https://static.tigerbbs.com/96c94d7df5868f00b1de132be6a20e2c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555819458512632","authorIdStr":"3555819458512632"},"themes":[],"htmlText":"加油加油，2025 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