AI打架,美团受伤

新商业派
Feb 10

谁也没想到,AI大战的第一个受伤者居然是美团。2026年春节前夕,阿里千问携30亿元补贴推出“一分钱喝奶茶”活动,这本来是AI赛道的春节营销秀,不料却重重击中了美团的外卖腹地。后者意外成为本轮 AI 巨头交锋里,第一个真正受伤的玩家。01 看短期:外卖分流,美团份额受冲击短期数据上,由于千问的补贴,美团外卖订单被分流,市场损失显著。千问活动上线3小时,奶茶订单突破100万单,9小时飙升至1000...

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