* 中国外卖平台巨头--美团3690.HK周二早盘一度劲扬8.8%，创逾一个月新高。
* 此前该股在回购和大模型发布等提振下，已连续上涨五个交易日。
* 美团龙猫LongCat大模型官方账号近期公告称，美团正式发布新一代万亿参数大模型LongCat-2.0，并将对外开源。
* 摩根士丹利表示，近期美国半导体股的疲软表明市场涨势正在扩大，投资者可能会将目光转向人工智能“超大规模企业”，以及非必需消费、运输和生物技术类股。
该投行在周一发布的一份报告中指出，随着人工智能周期演变，超大规模企业——即大举投资数据中心的科技公司——可能受益于资金从半导体股撤出的轮动。（完）
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