从外卖到大健康 “AI入口”生死战：美团不再沉默

每日经济新闻04-16

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　每经记者|赵雯琪每经编辑|余婷婷　　互联网大厂在AI（人工智能）入口的争夺战，正从外卖、电商向家庭健康管理这一高频场景加速蔓延。　　4月14日，美团医药健康正式推出“小团健康管家”及付费会员服务“健康卡”。这意味着，这家以本地生活服务起家的巨头，正在将AI能力深度嵌入家庭健康管理这一刚需场景。　　...

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　　每经记者|赵雯琪    每经编辑|余婷婷    \n　　互联网大厂在AI（人工智能）入口的争夺战，正从外卖、电商向家庭健康管理这一高频场景加速蔓延。\n　　4月14日，美团医药健康正式推出“小团健康管家”及付费会员服务“健康卡”。这意味着，这家以本地生活服务起家的巨头，正在将AI能力深度嵌入家庭健康管理这一刚需场景。\n　　在此之前，蚂蚁集团的AI健康助手“阿福”不断抢占用户心智，通义千问等通用大模型则试图通过AI对话直接调用外卖服务，对美团的腹地构成威胁。美团的最新动作，或许也是其对AI时代本地生活“超级入口”的主动防御。\n　　在3月26日的2025年财报电话会上，美团CEO（首席执行官）王兴明确表示：“在AI革命中，唯一有意义的策略是积极进攻。”他同时强调，美团会强化AI搜索能力、执行能力，力争把美团升级为领先的AI驱动应用，成为未来本地生活需求的AI入口。\n　　如今美团推出“小团健康管家”，或许就是王兴的“积极进攻”战略在本地生活核心场景中的再一次大规模亮剑。\n　　推出“小团健康管家”之前，美团买药已深耕即时零售赛道多年。官方披露的数据显示，美团买药目前已覆盖25万家连锁药店，合作超过500家工业品牌。\n\n　　美团医药健康产品负责人李达伟    图片来源：美团医药健康公众号\n　　据美团医药健康产品负责人李达伟介绍，“小团健康管家”依托美团长期积累的买药、问诊数据，联动专业医师团队进行大模型训练，相比通用大模型，在医疗场景下的应答准确性和场景适配度上具备明显优势。\n　　从美团官方对于产品功能的介绍来看，“小团健康管家”并非简单的问答机器人，而是一个具备上下文理解能力和家庭健康档案管理功能的智能体。用户只需一句“宝宝感冒发烧了，推荐一下适合婴儿的退烧药”，小团便能根据家庭健康档案中记录的成员年龄、过敏史、既往用药记录等信息，理解完整需求，推荐合适药品，并直接调动美团买药的即时配送体系完成履约。\n　　“健康卡”则是美团在一站式健康服务链条上的一个付费会员服务，覆盖购药返现权益、一对一急送等多项福利。据介绍，目前“健康卡”购药优惠权益已覆盖超千款药品，其中超过300款为原研药，服务网络覆盖全国300多个城市的20余家知名连锁药店集团以及美团自营大药房。\n　　美团医药健康即时零售业务负责人吴佳妮表示，即时零售不仅是应急购药的渠道，更是“家庭主理人”构建确定性健康生活方式的重要入口。\n　　网经社电子商务研究中心高级分析师陈礼腾在接受《每日经济新闻》记者采访时认为，美团此举是基于其本地生活生态的卡位。美团早已深度布局“药物即时配送”赛道，此次推出健康管家，实际上是将AI能力与线下履约能力相结合，构建“线上咨询+线下服务”的闭环。\n　　在他看来，对于美团而言，AI医疗不仅是新增长点，更是本地生活服务生态的必要补充。当用户通过美团点外卖、买菜时，顺手咨询用药禁忌或健康问题，这种场景融合将极大提升用户粘性和平台价值，使美团从“吃喝玩乐”平台升级为涵盖健康服务的综合生活服务平台。\n　　去年以来，各大巨头在AI医疗领域均有布局，蚂蚁凭借支付场景和用户基数，以“阿福”切入C端（用户端）健康陪伴。据官方数据，今年春节后，蚂蚁阿福App总用户规模突破1亿，新增用户中超半数来自三线及以下城市。\n　　此外，京东健康依托医药零售基本盘，以“以医带药”模式强化变现能力；阿里健康聚焦B端（企业端）医生辅助，提升专业医疗价值；如今，美团则发挥本地生活和即时配送优势，瞄准家庭健康管理这一高频刚需。\n　　值得一提的是，从豆包、元宝、千问在春节前掀起的数十亿元“AI红包”大战，到巨头抢滩新的入口，互联网大厂在AI医疗乃至更广泛的AI应用场景中的动作密集程度显著提升。\n　　而更具威胁性的是，有不少通用大模型正在尝试绕过美团这样的平台，直接通过对话完成外卖、订票等服务调用。一旦用户习惯用一句话完成点餐，美团App本身的入口价值将面临极大挑战。\n　　王兴在财报电话会上也提到，所谓的“超级入口”之争，关键取决于准确理解用户需求，并具有高效执行任务的能力，其复杂程度远超普通聊天机器人。尤其是本地生活领域，消费场景复杂多样、海量商家信息分散，数据和信息未被有效线上化。同时，本地生活平台还需要对履约交付做深入的管理，这是通用AI所欠缺的能力。“我们希望用新一代AI技术，让美团App成为用户解决本地生活需求的首选平台。”王兴表示。\n　　从更宏观的视角看，互联网巨头扎堆AI医疗，本质上是在寻找下一个十年的核心增长极。消费互联网的流量红利已趋于饱和，而AI大模型的出现，使得个性化、普惠化的服务成为可能。对美团而言，“小团健康管家”和“健康卡”的组合拳，既是补强本地生活生态的关键落子，也是王兴“积极进攻”战略的第一波冲锋。\n　　陈礼腾预测，随着大厂深度参与，未来AI行业将呈现“垂直深耕+生态协同”的发展趋势，单一玩家难以覆盖所有场景，跨界合作与生态共建将成为主流竞争策略。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：高佳","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":1,"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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