美團AI大動作，防守還是進攻？

第一財經

2025/11/03

在2023年收購光年之外後，美團對大模型的追逐一度按下暫停鍵。而在今年，美團突然加快了動作。9月推出大模型LongCat-Flash-Chat後，美團陸續推出了推理模型 LongCat-Flash-Thinking以及視頻生成模型LongCat-Video。11月3日，美團繼續在AI上「加碼」，發布並開源LongCat-Flash-Omni，同時LongCat官方App上線。據第一財經了解，該...

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LongCat-Flash-Thinking以及視頻生成模型LongCat-Video。11月3日，美團繼續在AI上「加碼」，發布並開源LongCat-Flash-Omni，同時LongCat官方App上線。據第一財經了解，該App目前支持聯網搜索、語音通話等功能。對於上述APP的更多細節，美團方面並未做更多披露。但在業內看來，平台之爭的戰火已經逐步燒到了AI能力比拼上，美團顯然不能再「捂着」了。今年以來，幾大本地生活平台在AI上多有暗戰。比如，高德9月推出的「高德掃街榜」就有不少AI功能，例如「衞星求救」功能可以用AI技術記錄用户軌跡。京東在JDD大會上官宣了電商創新AI架構體系Oxygen，貼合人腦的決策模式以進行智能推薦。而美團也在反擊，在阿里推出高德掃街榜的同一天，美團宣佈大眾點評宣佈「重啓」品質外賣服務，通過B端自研大模型，以「AI+真實高分」為用户提供決策。「從平台間的競爭態勢看，美團推出大模型既是防守，也是進攻。」艾媒諮詢CEO兼首席分析師張毅表示，美團推進大模型，一方面是為了構建本地生活業務的護城河，美團相關業務正在被抖音、京東、阿里等平台合攻，構建AI入口是為了守住流量和交互的起點。「另一方面，美團也在通過AI進攻，通過AI將「人找服務」轉變為「智能服務匹配人」，讓業務變得更加順暢，同時AI對C端和B端的賦能也能盤活整個生態的效率。」張毅説。工信部信息通信經濟專家委員會委員盤和林則對記者表示，美團發展大模型，主要是想從外賣抽佣轉向中小企業服務，尤其是美團下游有大量服務業商家的情況下，大模型可以在很多業務場景落地，商家使用大模型的門檻也不高，例如美團商家可以用AI大模型修飾菜品圖片。「從速度看，其他互聯網公司相比佈局速度落後，但考慮到實際業務佈局，速度落後帶來的影響不大。」盤和林認為，美團作為商家平台，觸達商家用户的能力很強，AI關鍵不在於技術，而在於使用，如何將外賣客户轉變為AI客户將是重點。(本文來自第一財經)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}