面对AI，你有听到京东、美团们的声音么？

蓝鲸财经03-27

文｜数据猿“揭秘中国互联网二线玩家的AI生存法则。在中国AI大模型的舆论版图里，存在着一种极其诡异的“灯下黑”。聚光灯永远追逐着两种叙事：一种是阿里、腾讯、百度们的“诸神之战”，算力即真理，底座定乾坤；另一种是Kimi、智谱、百川们的“少年英雄”，长文本破圈，跑分榜刷屏。在这两者之外，美团、京东、拼多多、快手这群互联网“二线玩家”，似乎集体选择了缄默。在动辄标榜“重塑人类文明”的宏大叙事中，他们没...

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Meituan?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"01024":1.87,"PDD":1.88,"METmain":0.6,"09618":1.93,"KJD":0.6,"03690":1.95,"JD":1.93,"HMTD.SI":0.6,"MPNGY":1.95},"content_text":"文｜数据猿“揭秘中国互联网二线玩家的AI生存法则。在中国AI大模型的舆论版图里，存在着一种极其诡异的“灯下黑”。聚光灯永远追逐着两种叙事：一种是阿里、腾讯、百度们的“诸神之战”，算力即真理，底座定乾坤；另一种是Kimi、智谱、百川们的“少年英雄”，长文本破圈，跑分榜刷屏。在这两者之外，美团、京东、拼多多、快手这群互联网“二线玩家”，似乎集体选择了缄默。在动辄标榜“重塑人类文明”的宏大叙事中，他们没怎么上过头条，没怎么发过长论文，甚至在很多AI产业盘点中，被默认划入了“只有被遗忘命运”的陪跑区。然而，这可能是一个误解。今天，我们要撕开这层信息差，看看这些“沉默的收割者”到底在玩一种什么样的AI新游戏。四个样本，四种截然不同的“实用主义”如果说一线大厂是在为全人类构建数字基座，那么二线玩家则是在为自家的每一分利润精打细算。 1.快手：暴力美学下的“印钞机”在视频生成这个最烧钱的赛道，快手可灵AI交出了一份令全行业胆寒的成绩单。截至2025年12月，可灵单月收入突破2000万美元，年化运行率（ARR）直飙2.4亿美元。·成就：它是国内为数不多真正跑通了“流量-产品-全球付费”闭环的视频大模型。·特点：当创企还在发愁如何获客时，快手直接把可灵“焊”在老铁经济和海外短剧流里。·风险：这种“暴力美学”极其依赖算力堆砌。一旦字节的豆包、阿里的万相在同一垂域开启价格战，快手的利润护城河能否撑得住？2.京东：潜入深水的“重型基建”京东在2025年将品牌全面升级为JoyAI，它的野心不在云端，而在零下20度的冷库。·成就：覆盖多个参数尺寸的大模型，已嵌入大量业务场景，带动商家GMV。·特点：“附身智能”。京东不仅做软件，还做无人配送车等硬件产品。它把AI变成了供应链里的毛细血管。·风险：重资产模式。相比云端模型，软硬一体的调优成本极高，且供应链AI的容错率极低，一次调度失误就是真实的物流损耗。3.拼多多：冷酷的“数字雇佣兵”拼多多依然是那个“最熟悉的陌生人”。你几乎看不到它的AI发布会，但它对AI的运用其实早就开始了。·成就：AI统治了Temu的全球定价、多语种翻译和全自动营销。2025年Temu成为全球下载量最高的购物APP之一，AI功不可没。·特点：极致ROI。AI在拼多多内部只负责一件事：提高转化率，降低人效比。·风险：算法的极致异化。当算法精准到极致，它带来的“算法杀熟”嫌疑和全球监管压力，将成为拼多多无法回避的合规雷区。4.美团：巷战里的“星眸”美团的“星眸”大模型在2026年迎来了全面升级。·成就：实现后厨风险秒级阻断，分钟级处理亿级订单调度。·特点：“物理规律驱动”。美团的AI必须懂雨天路滑、懂取餐路线、懂食品安全。这是一种极其重物理、重线下、重颗粒度的“巷战AI”。·风险：孤岛化。由于业务属性太垂直，美团的AI很难像通用模型那样向外输出，这导致其研发成本必须全由自有业务摊薄，缺乏生态张力。二线玩家的“非对称”优势为什么这群“二线玩家”能在资源规模不对等的情况下，在局部战场打出令巨头侧目的战果？答案在于他们打了一场典型的“非对称战争”。1.带着“钉子”找“锤子”——场景即真理通用大模型巨头面临的最大困境是“拿着锤子找钉子”——技术很强，但场景分散，为了适配各行各业，不得不把模型做得庞大而平庸。二线玩家则相反。美团手里有配送调度这颗“硬钉子”，京东手里有供应链协同这颗“深钉子”。他们不需要AI全知全能，只需要AI在特定维度上做到极致。这种“场景驱动技术”的逻辑，让他们避开了算力黑洞，实现更高的研发ROI（投资回报率）。2.守着“数据富矿”——私域护城河大模型卷到最后，拼的是高质量数据。京东、美团、拼多多、快手等玩家手里握着的是从未公开过的、带有产业温度的“私域非公开数据”。比如，快手拥有极其独特的“老铁互动”语料，这决定了它的AI能拍出最接地气的视频；美团拥有覆盖全国的百万级骑手轨迹和即时配送路径，这是通用模型在实验室里无论如何也模拟不出来的。这些数据孤岛，成了他们对抗通用模型平替风险的最强护城河。3.极致的“低损耗”替代——小而美的生存策略二线玩家非常清醒：既然卷不过万卡级的训练，那就卷千亿甚至百亿规模的精调。他们可以使用DeepSeek等优秀的开源底座进行二次开发，或者针对特定业务训练轻量化模型。这种做法不仅大幅降低了推理成本，还让AI能够以更快的速度部署到手机端、物流车端等边缘设备上，实现了“轻量化”对“重基建”的非对称打法。不可忽视的风险与隐忧然而，在务实红利的背后，这些玩家也并非高枕无忧。1.“技术税”与天花板压力放弃自研通用大模型，本质上是选择做一名“应用层租客”。当OpenAI或国内头部玩家的通用模型能力出现跨代式的飞跃（如推理能力的指数级提升），二线玩家辛苦构建的垂域逻辑，极有可能被通用能力的进化瞬间“抹平”。这种“技术代差”带来的被动感，是他们长期悬在头顶的达摩克利斯之剑。2.生态孤立与“孤岛困境”当阿里、腾讯、字节都在通过智能体广场（Agent Store）构建开发者生态时，二线玩家的AI大多处于“自给自足”状态。缺乏生态意味着缺乏外部的创新补给。如果未来AI竞争进入到“生态对生态”的阶段，单打独斗的二线玩家可能会发现，自己的护城河虽然深，但里面的水却是“死水”，难以像巨头生态那样持续自我迭代。3.算法异化引发的治理挑战当AI被极致地工具化，它往往会表现出一种“冷酷的效率”。拼多多对流量的榨取、快手对低俗内容的自动防御与生成、美团对配送时间的极限压榨，在AI的加持下都会变得更加激进。这种对效率的病态追求，易触碰监管红线，引发关于“算法杀熟”、“数字茧房”及劳动力异化的社会化争议，这是他们的合规暗雷。终局之战，是“通用”收割“垂直”还是“专业”反噬“平庸”？回看中国互联网二十年的交替更迭，我们会发现一个有趣的规律：最先呐喊的人，往往在定义时代；而最后获利的人，往往在利用时代。2026年，当中国正式迈入“AI变现力”的关键转折点，这场大模型战事的胜负手正悄然发生位移。阿里、字节等一级梯队承担了“破风手”的重任，他们必须去卷算力、卷基座、卷生态，因为那是巨头的入场券。而二线玩家的集体“遁入生意”，则是一种更现实的生存策略。他们要证明：AI不只有“星辰大海”，更有“柴米油盐”。未来的中国AI版图，大概率不会出现一家独大的垄断，而是会分裂成两种平行的逻辑：一种是以字节、阿里、腾讯登为代表的“通用大脑”，作为像水电煤一样的基础设施存在；另一种则是以美团、京东、拼多多为代表的“产业四肢”，它们深扎在泥土里，不仅有智力，更有执行力。二线玩家的命运不取决于他们是否能造出“最聪明的AI”，而取决于他们是否能保持那种对商业利润近乎残酷的敏锐，以及在“算法效率”与“社会责任”之间走钢丝的平衡感。在这场大航海时代，有人负责描绘地图，有人负责制造指南针，而这群务实的二线巨头，已经悄悄装满了货船，驶向了深蓝。对于他们而言，被舆论“遗忘”或许是最好的保护色——因为在生意场上，最后笑出声的人，通常都是那些最安静的收割者。这样一群玩家，在面对汹涌澎湃的AI浪潮，是越来越被动，还是闷声发大财？时间自然会给到我们答案。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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