浏览器已死？“美团 Tabbit”们能否为它续命

财经网科技03-03

“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...

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不高兴的小欣
03-04
不高兴的小欣
是可能美团已死

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Can \"Meituan Tabbit\" continue its life?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"METmain":0.6,"MPNGY":1.95,"03690":1.95,"HMTD.SI":0.6},"content_text":"“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 AI浏览器Dia；Perplexity推出Comet，聚焦于搜索与执行的结合。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。国内厂商的布局，其实具备优势。例如，场景适配能力强，更了解国内用户的工作习惯与痛点；二是生态协同紧密，互联网大厂的业务生态，为AI浏览器提供了丰富的落地场景。但同样的，国内厂商也面临隐私与安全等问题。例如，AI浏览器需要获取用户的网页操作数据、表单信息等敏感内容，若无法保证数据安全，就会失去用户的信任。张新原就指出，全球AI浏览器研发处于早期探索阶段，国内外几乎同步起步。国内厂商优势在于丰富的应用场景、快速迭代能力和庞大的用户基础；挑战在于核心算法创新、生态构建能力以及全球化竞争经验。事实上，关于AI时代的超级入口，行业内的争论从未停止。有人认为是对话式大语言模型，有人认为是AI浏览器，也有人看好汽车座舱、智能助手等形态。张新原认为，AI时代的超级入口可能不会单一存在，而是多形态并存。AI浏览器和对话式大语言模型将互为补充，前者强在场景整合，后者胜在自然交互。AI浏览器要成为核心入口，还需整合：跨平台服务调度能力、个性化知识库管理、企业级应用生态以及创作者工具链，最终形成从信息获取到任务完成的完整闭环。对于创业者而言，Tabbit的入场释放了一个明确信号：AI浏览器的真战场，不在插件的功能叠加，而在执行能力的落地。美团的入局，或让这场竞赛的节奏加快，行业将从野蛮生长进入精耕细作的阶段，真正的价值创造，才刚刚开始。综合自大河财立方、中国经营报、财经杂志等推荐阅读","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"},"commentList":[{"id":538916897179152,"gmtCreate":1772592460812,"gmtModify":1772592463060,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"htmlText":"是可能美团已死","listText":"是可能美团已死","text":"是可能美团已死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538916897179152","repostId":2616032907,"repostType":2,"repost":{"id":"2616032907","kind":"news","pubTimestamp":1772538105,"share":"https://www.laohu8.com/m/news/2616032907?lang=zh_CN&edition=full","pubTime":"2026-03-03 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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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浏览器已死？“美团 Tabbit”们能否为它续命\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-03 19:41 北京时间&nbsp;&nbsp;&nbsp;<a 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":{"LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603032201149542d23e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2616032907","content_text":"“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 AI浏览器Dia；Perplexity推出Comet，聚焦于搜索与执行的结合。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。国内厂商的布局，其实具备优势。例如，场景适配能力强，更了解国内用户的工作习惯与痛点；二是生态协同紧密，互联网大厂的业务生态，为AI浏览器提供了丰富的落地场景。但同样的，国内厂商也面临隐私与安全等问题。例如，AI浏览器需要获取用户的网页操作数据、表单信息等敏感内容，若无法保证数据安全，就会失去用户的信任。张新原就指出，全球AI浏览器研发处于早期探索阶段，国内外几乎同步起步。国内厂商优势在于丰富的应用场景、快速迭代能力和庞大的用户基础；挑战在于核心算法创新、生态构建能力以及全球化竞争经验。事实上，关于AI时代的超级入口，行业内的争论从未停止。有人认为是对话式大语言模型，有人认为是AI浏览器，也有人看好汽车座舱、智能助手等形态。张新原认为，AI时代的超级入口可能不会单一存在，而是多形态并存。AI浏览器和对话式大语言模型将互为补充，前者强在场景整合，后者胜在自然交互。AI浏览器要成为核心入口，还需整合：跨平台服务调度能力、个性化知识库管理、企业级应用生态以及创作者工具链，最终形成从信息获取到任务完成的完整闭环。对于创业者而言，Tabbit的入场释放了一个明确信号：AI浏览器的真战场，不在插件的功能叠加，而在执行能力的落地。美团的入局，或让这场竞赛的节奏加快，行业将从野蛮生长进入精耕细作的阶段，真正的价值创造，才刚刚开始。综合自大河财立方、中国经营报、财经杂志等推荐阅读","news_type":1,"symbols_score_info":{"METmain":0.6,"MPNGY":1.95,"03690":1.95,"HMTD.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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