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不高兴的小欣

不高兴的小欣

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不高兴的小欣

03-04 10:47

是可能美团已死

浏览器已死？“美团 Tabbit”们能否为它续命

不高兴的小欣

02-26

$携程集团-S(09961)$ 已经跌到心理价位了

不高兴的小欣

02-26

$快手-W(01024)$ 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🎬。

不高兴的小欣

02-26

$快手-W(01024)$ seedance降维打击可令。ai视频效果这类应用如果真实度差一些就完全没有价值

不高兴的小欣

02-20

$智谱(02513)$ 像极了2021年2月18日

不高兴的小欣

02-13

阿里不是外卖平台可以通过科技补贴，美团不能补贴

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

不高兴的小欣

02-13

$京东(JD)$ 分拆上市后，京东就是个壳子，跌落有啥问题吗

不高兴的小欣

02-12

$美团-W(03690)$ 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

不高兴的小欣

02-12

$快手-W(01024)$ seedance基本把快手堵死了

不高兴的小欣

02-10

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？

推出一镜到底验真，美团外卖要让大家吃得放心

不高兴的小欣

02-10

$美团-W(03690)$ 很多人到了今天才知道王兴就是贾跃亭

不高兴的小欣

02-06

趋势起来了

不高兴的小欣

02-05

$腾讯控股(00700)$ 跌一些好

不高兴的小欣

02-04

$叮咚买菜(DDL)$ 什么情况

不高兴的小欣

02-04

这和科技企业有啥关系？你是买面包的吗

美团小象超市上线自有烘焙品牌“小象烘焙”

不高兴的小欣

02-04

$理想汽车-W(02015)$ 不错👌

不高兴的小欣

02-04

$美团-W(03690)$ 短期倒闭不了，长期必然倒闭

不高兴的小欣

02-04

$携程集团—S(09961)$ 现在已经超预期了，本以为会到380

不高兴的小欣

02-03

为啥不造别的公司的谣

美团：为卖课造谣“外卖商家集体下架平台”，主播张某被行拘

不高兴的小欣

02-03

外卖都崩了据说

小象烘焙开设线下店，美团重燃线下零售野心

去老虎APP查看更多动态

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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":{"LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS 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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 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seedance降维打击可令。ai视频效果这类应用如果真实度差一些就完全没有价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536793401837064","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":7,"crmLevelSwitch":1,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"content":"你好像搞错了什么，可灵才是清晰度更高，一致性更好的面向专业影视创作环节的那个。","text":"你好像搞错了什么，可灵才是清晰度更高，一致性更好的面向专业影视创作环节的那个。","html":"你好像搞错了什么，可灵才是清晰度更高，一致性更好的面向专业影视创作环节的那个。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534751971509680,"gmtCreate":1771573765532,"gmtModify":1771804403039,"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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像极了2021年2月18日","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534751971509680","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532203398046432,"gmtCreate":1770953355410,"gmtModify":1770953357770,"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":"阿里不是外卖平台可以通过科技补贴，美团不能补贴","listText":"阿里不是外卖平台可以通过科技补贴，美团不能补贴","text":"阿里不是外卖平台可以通过科技补贴，美团不能补贴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532203398046432","repostId":"1125588490","repostType":2,"repost":{"id":"1125588490","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770907051,"share":"https://www.laohu8.com/m/news/1125588490?lang=zh_CN&edition=full","pubTime":"2026-02-12 22:37","market":"hk","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","09618":"京东集团-SW","03690":"美团-W","JD":"京东","BABA":"阿里巴巴"},"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":{"03690":2,"09988":2,"JD":2,"BABA":2,"09618":2}},"isVote":1,"tweetType":1,"viewCount":327,"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\">$美团-W(03690)$&nbsp;</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":1426,"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 href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"0\"></v-v> seedance基本把快手堵死了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"0\"></v-v> seedance基本把快手堵死了","text":"$快手-W(01024)$ 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":595,"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&amp;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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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推出一镜到底验真，美团外卖要让大家吃得放心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-09 19:38 北京时间&nbsp;&nbsp;&nbsp;<a 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":{"LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) 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什么情况","text":"$叮咚买菜(DDL)$ 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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&nbsp;&nbsp;&nbsp;<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":{"LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) 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18:30","market":"sg","language":"zh","title":"美团：为卖课造谣“外卖商家集体下架平台”，主播张某被行拘","url":"https://stock-news.laohu8.com/highlight/detail?id=2608481822","media":"新浪科技","summary":"新浪科技讯 2月3日晚间消息，今日，美团官方账号“小团有话说”发文表示，2月3日公安部网安局发布通报，近日，一则关于“宁波外卖商家集体退出外卖平台”的信息引发网民高度关注，并在商家和骑手群体中广泛传播。经相关部门核实，去年以来，宁波地区外卖业务均正常经营，不存在商家因合作问题主动退出的情况，更不存在集体退出的情况，上述信息严重误导认知。目前，公安机关已依法对张某予以行政拘留。","content":"<html><body><div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/784/w550h1034/20260203/aa14-3b40157b7b4b2ff49ae9ae0d9fa9417a.jpg\"/><span></span></div>\n<p>　　新浪科技讯 2月3日晚间消息，今日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>官方账号“小团有话说”发文表示，2月3日公安部网安局发布通报，近日，一则关于“宁波外卖商家集体退出外卖平台”的信息引发网民高度关注，并在商家和骑手群体中广泛传播。经相关部门核实，去年以来，宁波地区外卖业务均正常经营，不存在商家因合作问题主动退出的情况，更不存在集体退出的情况，上述信息严重误导认知。</p>\n<p>　　经相关部门调查，2025年12月起，网民张某（女，45岁）为制造热点、博取关注，吸引流量以售卖“盈利增长班”“咨询方案班”“连锁MBA班”等相关商业课程牟利，肆意编造并传播“外卖商家集体下架平台”等系列不实信息，引发大量网民关注，扰乱网络空间秩序。目前，公安机关已依法对张某予以行政拘留。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：何俊熹 </p>\n</div></body></html>","source":"sina","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：为卖课造谣“外卖商家集体下架平台”，主播张某被行拘</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; 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class=\"title\">\n美团：为卖课造谣“外卖商家集体下架平台”，主播张某被行拘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 18:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2026-02-03/doc-inhkpvfi7255076.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 2月3日晚间消息，今日，美团官方账号“小团有话说”发文表示，2月3日公安部网安局发布通报，近日，一则关于“宁波外卖商家集体退出外卖平台”的信息引发网民高度关注，并在商家和骑手群体中广泛传播。经相关部门核实，去年以来，宁波地区外卖业务均正常经营，不存在商家因合作问题主动退出的情况，更不存在集体退出的情况，上述信息严重误导认知。\n　　经相关部门调查，2025年12月起，网民张某（女，45岁...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2026-02-03/doc-inhkpvfi7255076.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) 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2月3日晚间消息，今日，美团官方账号“小团有话说”发文表示，2月3日公安部网安局发布通报，近日，一则关于“宁波外卖商家集体退出外卖平台”的信息引发网民高度关注，并在商家和骑手群体中广泛传播。经相关部门核实，去年以来，宁波地区外卖业务均正常经营，不存在商家因合作问题主动退出的情况，更不存在集体退出的情况，上述信息严重误导认知。\n　　经相关部门调查，2025年12月起，网民张某（女，45岁）为制造热点、博取关注，吸引流量以售卖“盈利增长班”“咨询方案班”“连锁MBA班”等相关商业课程牟利，肆意编造并传播“外卖商家集体下架平台”等系列不实信息，引发大量网民关注，扰乱网络空间秩序。目前，公安机关已依法对张某予以行政拘留。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","news_type":1,"symbols_score_info":{"HMTD.SI":0.6,"03690":1.88,"MPNGY":1.88}},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528694583390256,"gmtCreate":1770106386174,"gmtModify":1770106388451,"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":"外卖都崩了据说","listText":"外卖都崩了据说","text":"外卖都崩了据说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528694583390256","repostId":"2608583508","repostType":2,"repost":{"id":"2608583508","kind":"news","pubTimestamp":1769997852,"share":"https://www.laohu8.com/m/news/2608583508?lang=zh_CN&edition=full","pubTime":"2026-02-02 10:04","market":"hk","language":"zh","title":"小象烘焙开设线下店，美团重燃线下零售野心","url":"https://stock-news.laohu8.com/highlight/detail?id=2608583508","media":"钛媒体","summary":"美团对线下零售的执念，早已不是秘密。","content":"<p>超聚焦独家获悉，近日<a href=\"https://laohu8.com/S/MPNGY\">美团</a>小象超市自有品牌“小象烘焙”，在北京后沙峪和望京附近开始试点线下店铺。</p><p>从<a href=\"https://laohu8.com/S/03690\">美团</a>的小象超市布局“手作烘焙”，到去年9月朴朴超市悄然上线自营外卖“朴朴厨房”，再到同一时间<a href=\"https://laohu8.com/S/JD\">京东</a>继“小鲜厨房”后高调推出“七鲜咖啡”，并计划三年开万店，一杯补贴后低至4元的美式咖啡，搅动着本已白热化的咖啡市场。</p><p>从现烤面包、到三餐热食、再到提神咖啡，这些看似“蝇头小利”的生意，正在成为 互联网 巨头们新的角斗场。当线上流量红利见顶，曾经追求规模与速度的巨头们，不约而同地放慢脚步，沉下身子，开始在一枚小小的“螺蛳壳”里，精雕细琢地做起了道场。</p><p>这背后，究竟是流量焦虑下的无奈之举，还是通往更高利润、更强用户粘性的必经之路？</p><p>01 美团重燃线下零售野心</p><p>美团对线下零售的执念，早已不是秘密。从折戟的“小象生鲜”到如今卷土重来的“小象超市”线下店，美团始终在寻找打通线上与线下的最优解。</p><p>位于北京万柳的“小象超市”首店，面积近6000平米，远超传统前置仓的规模，与其说是一家超市，不如说是一个融合了“生鲜卖场+ 餐饮 体验+前置仓”的复合业态。</p><p>根据公开信息，小象超市已形成了包括“小象”、“象大厨”（覆盖 熟食 卤味、 乳品 烘焙等）、“象小家”和“小象烘焙”在内的四大自有品牌<a href=\"https://laohu8.com/S/301365\">矩阵</a>。</p><p>其核心战略清晰可见：以“吃”为绝对中心，生鲜、加工（烘焙、熟食、面点等）和 食品 三大品类的陈列面积占比高达98%。其中，烘焙区的设置尤为耐人寻味。</p><p>它并非传统超市里简单的成品陈列区，而是被设计成一个配备了约13名工作人员的开放式厨房。从和面开始的全流程现场制作、透明橱窗展示，无一不在向 消费者 传递“手作”、“新鲜”、“高品质”的信号。一款售价仅49元的“750g草莓盒子蛋糕”因其超高性价比，迅速成为网红产品引爆社交媒体。</p><p>在万柳首店中，烘焙区被设计成开放式厨房，极力强调“手工现制”与“高质价比体验”，售卖包括“招牌黄油牛乳吐司、法国AOP黄油可颂”在内的多款当日手作产品。</p><p>美团此举的战略意图至少有三层。</p><p>一是重塑品牌认知，通过看得见、摸得着的线下实体和手工制作过程，将“小象超市”从一个单纯追求“30分钟快送”的线上渠道品牌，升级为一个代表着“新鲜品质、有机健康、手工现做”的生活方式品牌。</p><p>二是寻求更高毛利，相较于标准化的包装食品，现场制作的烘焙、熟食等3R产品（即烹、即热、即食）拥有更高的毛利率。这是在即时零售利润微薄的现状下，提升单店盈利能力的关键一步。</p><p>三是打造线下流量入口，一个高品质、高性价比的烘焙区，能有效吸引周边社区居民到店消费，形成稳定的线下客流，进而带动店内其他高价值商品的销售，实现 <a href=\"https://laohu8.com/S/300959\">线上线下</a> 流量的闭环。</p><p>小象烘焙的线下尝试，本质上是美团本地生活服务生态的一次实体化延伸。它不再满足于只做连接商家与用户的平台，而是要亲自下场，成为商品和服务的生产者。</p><p>02 朴朴京东下厨房，用高频餐饮“黏住”用户</p><p>如果说美团开超市是“重做”，那么朴朴和京东做餐饮和咖啡，则更像是“轻取”。它们的目标并非再造一个“ <a href=\"https://laohu8.com/S/06862\">海底捞</a> ”或“瑞幸”，而是通过更高频的消费场景，为自身的核心业务“输血”。</p><p>朴朴超市在福州，乃至整个华南市场，已经建立起了极高的用户渗透率和品牌护城河。数据显示，朴朴在福州的用户渗透率超过70%，单城年销售额破百亿，已于2024年实现年度盈利。在这样的优势地位下，推出“朴朴厨房”更像是一次“防御性进攻”。</p><p>其核心逻辑在于“用餐饮的高频，带动零售的低频”。一个用户可能一周买2-3次菜，但却可能一周订5-7次外卖。朴朴厨房通过提供极具性价比的快餐（价格多在10-20元区间），瞄准的是办公室白领的工作餐这一刚需市场。</p><p>目前，该业务仍处在福州总部周边小范围测试的阶段，但其战略意图十分明确。</p><p>一方面提升用户活跃度和粘性，将用户牢牢锁定在朴朴的App内，避免其流向美团、饿了么等专业外卖平台。</p><p>另一方面在大本营市场进行多业态尝试，可以巩固区域优势，为未来可能的全国扩张积累经验。餐饮外卖与超市订单合并配送，复用其强大的前置仓网络和配送团队，有效摊薄履约成本。</p><p>朴朴厨房的模式很“轻”，它依托于现有的供应链和履约体系，风险可控，演练的是巩固根据地、提升用户全生命 周期 价值的大战略。</p><p>京东对本地生活领域的野心早已不是秘密。从“京东到家”到“七鲜超市”，再到2025年7月上线的“七鲜小厨”，京东一直在寻找一个能切入高频消费场景的“尖刀”产品。而咖啡，正是这把完美的“尖刀”。</p><p>“七鲜咖啡”的打法更具互联网色彩，采用“店中店”的轻资产模式，内嵌于“七鲜小厨”之中，共享场地、客流和后厨资源，极大降低了开店成本和选址风险。</p><p>以低价策略入局，直接对标瑞幸，试图通过补贴快速抢占市场份额，咖啡作为引流利器，旨在为七鲜小厨乃至整个京东的本地生活服务导流，构建“咖啡+餐饮+零售”的生态闭环。</p><p>京东的目标非常清晰，通过咖啡这一高频、高粘性的品类，抢占用户心智，将用户“圈”进自己的本地生活生态中。</p><p>虽然面临着品牌辨识度不足、盈利压力巨大以及行业内卷严重等挑战，但京东显然愿意为此投入重金，因为这关系到它在即时零售下半场战争中的站位问题。</p><p>03 螺蛳壳里做道场，巨头们的阳谋与焦虑</p><p>无论是小象超市的烘焙坊，还是朴朴的厨房、京东的咖啡，这些看似“不务正业”的举动，共同指向了即时 零售行业 发展的深层逻辑和巨头们共同的焦虑。</p><p>互联网的增长神话已经结束，线上获客成本水涨船高。线下实体空间作为天然的流量入口，其价值被重新评估。巨头们需要通过看得见、摸得着的实体业态，去触达和服务那些尚未被完全线上化的用户，或者加深与现有用户的连接。</p><p>特别是对于以生鲜为主的前置仓模式，微薄的利润难以覆盖高昂的成本。因此，通过“仓店一体”提升坪效，或嫁接咖啡、餐饮等高毛利、高复购率的品类，成为提升整体盈利能力的必然选择。这不仅是商业模式的优化，更是关乎企业存亡的探索。</p><p>即时零售的战场，早已从单一的生鲜品类，扩展到“万物到家”的全品类竞争。根据商务部研究院等机构的预测，中国即时零售市场规模在2025至2026年将突破万亿大关。</p><p>在这个巨大的市场中，谁能满足用户更多元、更高频的需求，谁就能拥有最终的定价权。巨头们做的这一切，都是为了将用户的所有即时性需求，从一日三餐到下午茶，再到日常购物全部“承包”下来，锁死在自己的生态系统之内。</p><p>当卖菜的开始做饭，送外卖的开始烤面包，做电商的开始磨咖啡。这背后，是流量焦虑下的殊途同归，也是商业效率提升的必然路径。</p><p>对于消费者而言，这或许意味着更便捷、更多元的服务。但对于身处其中的巨头们来说，这场在“螺蛳壳”里展开关于供应链深度、运营精度和用户心智广度的贴身肉搏，已经从云端打到了街角。</p>","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>小象烘焙开设线下店，美团重燃线下零售野心</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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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小象烘焙开设线下店，美团重燃线下零售野心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-02 10:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202101648a4713d35&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超聚焦独家获悉，近日美团小象超市自有品牌“小象烘焙”，在北京后沙峪和望京附近开始试点线下店铺。从美团的小象超市布局“手作烘焙”，到去年9月朴朴超市悄然上线自营外卖“朴朴厨房”，再到同一时间京东继“小鲜厨房”后高调推出“七鲜咖啡”，并计划三年开万店，一杯补贴后低至4元的美式咖啡，搅动着本已白热化的咖啡市场。从现烤面包、到三餐热食、再到提神咖啡，这些看似“蝇头小利”的生意，正在成为 互联网 巨头们新的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202101648a4713d35&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":{"MPNGY":"美团ADR","03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202101648a4713d35&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2608583508","content_text":"超聚焦独家获悉，近日美团小象超市自有品牌“小象烘焙”，在北京后沙峪和望京附近开始试点线下店铺。从美团的小象超市布局“手作烘焙”，到去年9月朴朴超市悄然上线自营外卖“朴朴厨房”，再到同一时间京东继“小鲜厨房”后高调推出“七鲜咖啡”，并计划三年开万店，一杯补贴后低至4元的美式咖啡，搅动着本已白热化的咖啡市场。从现烤面包、到三餐热食、再到提神咖啡，这些看似“蝇头小利”的生意，正在成为 互联网 巨头们新的角斗场。当线上流量红利见顶，曾经追求规模与速度的巨头们，不约而同地放慢脚步，沉下身子，开始在一枚小小的“螺蛳壳”里，精雕细琢地做起了道场。这背后，究竟是流量焦虑下的无奈之举，还是通往更高利润、更强用户粘性的必经之路？01 美团重燃线下零售野心美团对线下零售的执念，早已不是秘密。从折戟的“小象生鲜”到如今卷土重来的“小象超市”线下店，美团始终在寻找打通线上与线下的最优解。位于北京万柳的“小象超市”首店，面积近6000平米，远超传统前置仓的规模，与其说是一家超市，不如说是一个融合了“生鲜卖场+ 餐饮 体验+前置仓”的复合业态。根据公开信息，小象超市已形成了包括“小象”、“象大厨”（覆盖 熟食 卤味、 乳品 烘焙等）、“象小家”和“小象烘焙”在内的四大自有品牌矩阵。其核心战略清晰可见：以“吃”为绝对中心，生鲜、加工（烘焙、熟食、面点等）和 食品 三大品类的陈列面积占比高达98%。其中，烘焙区的设置尤为耐人寻味。它并非传统超市里简单的成品陈列区，而是被设计成一个配备了约13名工作人员的开放式厨房。从和面开始的全流程现场制作、透明橱窗展示，无一不在向 消费者 传递“手作”、“新鲜”、“高品质”的信号。一款售价仅49元的“750g草莓盒子蛋糕”因其超高性价比，迅速成为网红产品引爆社交媒体。在万柳首店中，烘焙区被设计成开放式厨房，极力强调“手工现制”与“高质价比体验”，售卖包括“招牌黄油牛乳吐司、法国AOP黄油可颂”在内的多款当日手作产品。美团此举的战略意图至少有三层。一是重塑品牌认知，通过看得见、摸得着的线下实体和手工制作过程，将“小象超市”从一个单纯追求“30分钟快送”的线上渠道品牌，升级为一个代表着“新鲜品质、有机健康、手工现做”的生活方式品牌。二是寻求更高毛利，相较于标准化的包装食品，现场制作的烘焙、熟食等3R产品（即烹、即热、即食）拥有更高的毛利率。这是在即时零售利润微薄的现状下，提升单店盈利能力的关键一步。三是打造线下流量入口，一个高品质、高性价比的烘焙区，能有效吸引周边社区居民到店消费，形成稳定的线下客流，进而带动店内其他高价值商品的销售，实现 线上线下 流量的闭环。小象烘焙的线下尝试，本质上是美团本地生活服务生态的一次实体化延伸。它不再满足于只做连接商家与用户的平台，而是要亲自下场，成为商品和服务的生产者。02 朴朴京东下厨房，用高频餐饮“黏住”用户如果说美团开超市是“重做”，那么朴朴和京东做餐饮和咖啡，则更像是“轻取”。它们的目标并非再造一个“ 海底捞 ”或“瑞幸”，而是通过更高频的消费场景，为自身的核心业务“输血”。朴朴超市在福州，乃至整个华南市场，已经建立起了极高的用户渗透率和品牌护城河。数据显示，朴朴在福州的用户渗透率超过70%，单城年销售额破百亿，已于2024年实现年度盈利。在这样的优势地位下，推出“朴朴厨房”更像是一次“防御性进攻”。其核心逻辑在于“用餐饮的高频，带动零售的低频”。一个用户可能一周买2-3次菜，但却可能一周订5-7次外卖。朴朴厨房通过提供极具性价比的快餐（价格多在10-20元区间），瞄准的是办公室白领的工作餐这一刚需市场。目前，该业务仍处在福州总部周边小范围测试的阶段，但其战略意图十分明确。一方面提升用户活跃度和粘性，将用户牢牢锁定在朴朴的App内，避免其流向美团、饿了么等专业外卖平台。另一方面在大本营市场进行多业态尝试，可以巩固区域优势，为未来可能的全国扩张积累经验。餐饮外卖与超市订单合并配送，复用其强大的前置仓网络和配送团队，有效摊薄履约成本。朴朴厨房的模式很“轻”，它依托于现有的供应链和履约体系，风险可控，演练的是巩固根据地、提升用户全生命 周期 价值的大战略。京东对本地生活领域的野心早已不是秘密。从“京东到家”到“七鲜超市”，再到2025年7月上线的“七鲜小厨”，京东一直在寻找一个能切入高频消费场景的“尖刀”产品。而咖啡，正是这把完美的“尖刀”。“七鲜咖啡”的打法更具互联网色彩，采用“店中店”的轻资产模式，内嵌于“七鲜小厨”之中，共享场地、客流和后厨资源，极大降低了开店成本和选址风险。以低价策略入局，直接对标瑞幸，试图通过补贴快速抢占市场份额，咖啡作为引流利器，旨在为七鲜小厨乃至整个京东的本地生活服务导流，构建“咖啡+餐饮+零售”的生态闭环。京东的目标非常清晰，通过咖啡这一高频、高粘性的品类，抢占用户心智，将用户“圈”进自己的本地生活生态中。虽然面临着品牌辨识度不足、盈利压力巨大以及行业内卷严重等挑战，但京东显然愿意为此投入重金，因为这关系到它在即时零售下半场战争中的站位问题。03 螺蛳壳里做道场，巨头们的阳谋与焦虑无论是小象超市的烘焙坊，还是朴朴的厨房、京东的咖啡，这些看似“不务正业”的举动，共同指向了即时 零售行业 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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....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/447686788444200","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"content":"现在看我说的有一点问题么？","text":"现在看我说的有一点问题么？","html":"现在看我说的有一点问题么？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392181461647848,"gmtCreate":1736791127276,"gmtModify":1736842203422,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a 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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%","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/392181461647848","isVote":1,"tweetType":1,"viewCount":7335,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513716780842222","authorId":"3513716780842222","name":"奔大康","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3513716780842222","idStr":"3513716780842222"},"content":"前面60-200暴涨就不夸张吗？","text":"前面60-200暴涨就不夸张吗？","html":"前面60-200暴涨就不夸张吗？"},{"author":{"id":"3494314295033535","authorId":"3494314295033535","name":"LogicalWing","avatar":"https://static.tigerbbs.com/1bf4a2a2a9c706853c6e44d3e47098e5","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3494314295033535","idStr":"3494314295033535"},"content":"为啥如此夸张..","text":"为啥如此夸张..","html":"为啥如此夸张.."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410122974843272,"gmtCreate":1741137829128,"gmtModify":1741137830780,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 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","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 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","text":"$美团-W(03690)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/410527667864056","isVote":1,"tweetType":1,"viewCount":5240,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494314295033535","authorId":"3494314295033535","name":"LogicalWing","avatar":"https://static.tigerbbs.com/1bf4a2a2a9c706853c6e44d3e47098e5","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3494314295033535","idStr":"3494314295033535"},"content":"老兄 还不满足美团的涨幅啊 我觉得美团涨幅会慢慢赶上","text":"老兄 还不满足美团的涨幅啊 我觉得美团涨幅会慢慢赶上","html":"老兄 还不满足美团的涨幅啊 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又大规模增发新股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/394780389130792","isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383102424994176,"gmtCreate":1734573092486,"gmtModify":1734573647876,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 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","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 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","text":"$美团-W(03690)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/383102424994176","isVote":1,"tweetType":1,"viewCount":5118,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554548221276087","authorId":"3554548221276087","name":"大音仔","avatar":"https://static.tigerbbs.com/f439942da7a68bdff2e2fc6767d8e35f","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3554548221276087","idStr":"3554548221276087"},"content":"钱应该发到老百姓手上。给我一万块我马上出去消费。","text":"钱应该发到老百姓手上。给我一万块我马上出去消费。","html":"钱应该发到老百姓手上。给我一万块我马上出去消费。"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"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","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,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</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\">$京东集团-SW(09618)$&nbsp;</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,"authorIdStr":"3436920162604594","idStr":"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},{"id":359760928903192,"gmtCreate":1728872740161,"gmtModify":1728872742016,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a 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沪港通都快卖没了，貌似降到了几年的低点，散户基本上出了70%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/359760928903192","isVote":1,"tweetType":1,"viewCount":7115,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492552337823753","authorId":"3492552337823753","name":"柳琰彬","avatar":"https://static.tigerbbs.com/481850a29407fb1eddc88c528fb21a80","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3492552337823753","idStr":"3492552337823753"},"content":"我觉得是好事，买了看涨期权，希望散户走的干干净净，快快探底","text":"我觉得是好事，买了看涨期权，希望散户走的干干净净，快快探底","html":"我觉得是好事，买了看涨期权，希望散户走的干干净净，快快探底"},{"author":{"id":"3470748631763649","authorId":"3470748631763649","name":"喂会打篮球么","avatar":"https://static.tigerbbs.com/a46d048a7ec49fb13ca6999facb7d1de","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3470748631763649","idStr":"3470748631763649"},"content":"21年一路抄底，现在成本120，坐等400","text":"21年一路抄底，现在成本120，坐等400","html":"21年一路抄底，现在成本120，坐等400"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}