不高兴的小欣的个人主页 - 老虎社区

不高兴的小欣

不高兴的小欣

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不高兴的小欣

11-29

$美团-W(03690)$ 我完全无法理解美团整了几年没用的东西。这家公司给人的感觉就是花了很大力气做了芝麻小事，锦上添花的事情。

不高兴的小欣

11-29

$美团-W(03690)$ 和百度一样，会是中国互联网最可能倒下的唯2。

不高兴的小欣

11-26

$美团-W(03690)$ 指着🫵别人不贴少了，看阿里的脸色，本身就意味着失去市场的主动权。以后和百度一样了……

不高兴的小欣

11-26

只能说当前即使零售不完善，电商早期远比现在即使零售混乱的多，卖完货人跑路了都屡见不鲜

即时零售难担大任！双倍高价、开封不退、闪购不适合小家电品

不高兴的小欣

11-25

$美团-W(03690)$ 我一直不明白，美团总做这种没有壁垒的业务干什么？踏下心来，搞搞具身智能、搞搞多模态大模型。多吸入点人才不好吗？

不高兴的小欣

11-25

$阿里巴巴(BABA)$ 我搞不明白外卖营收增长87亿，钱多砸进去340亿....

不高兴的小欣

11-25

$阿里巴巴-W(09988)$ 砸进去340亿一个季度

不高兴的小欣

11-25

美团不是80、60的问题。是半年以后是否为0的问题

不高兴的小欣

11-25

$京东集团-SW(09618)$ 有什么奇怪的，分拆两个子公司单独上市。母公司股价肯定跌啊，否则市值算了两次。现在还买咋想的？

不高兴的小欣

11-24

$京东集团-SW(09618)$ 又分拆上市了，京东就是个壳子，居然还这么高估值....

不高兴的小欣

11-21

说明搜索引擎快没意义了

百度重塑搜索系统，“猎户座AI引擎”全面开放

不高兴的小欣

11-20

$小米集团-W(01810)$ 抖音要开始造车了

不高兴的小欣

11-18

$美团-W(03690)$ 这家企业用人有大问题！只用听话的人，不用有能力的人。

不高兴的小欣

11-18

$携程集团-S(09961)$ 处理其他资产获利170亿...！营业利润50多亿....

不高兴的小欣

11-18

$美团-W(03690)$ 国家真的应该救一救餐饮和服务业了，天天搞电器补贴、汽车这种重工业，对gdp和消费拉动都是灾难，最终会影响财政收入。陷入国疲民穷的境地。

不高兴的小欣

11-18

$小米集团-W(01810)$ 一年时间让你们跑，还要啥自行车？良心股

不高兴的小欣

11-11

鸡毛算皮的东西

美团：首款AI IDE产品CatPaw开启公测

不高兴的小欣

11-08

$美团-W(03690)$ 看了福布斯中国富豪榜，王兴太惨了，今年唯一的输家

不高兴的小欣

11-07

市场要的是和钱共鸣，不是和骑手

美团的社保补贴，引发骑手共鸣了

不高兴的小欣

11-04

$小米集团-W(01810)$ 服，我也被套了

去老虎APP查看更多动态

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指着🫵别人不贴少了，看阿里的脸色，本身就意味着失去市场的主动权。以后和百度一样了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504172172857800","isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504157021855952,"gmtCreate":1764119704349,"gmtModify":1764119706955,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"只能说当前即使零售不完善，电商早期远比现在即使零售混乱的多，卖完货人跑路了都屡见不鲜","listText":"只能说当前即使零售不完善，电商早期远比现在即使零售混乱的多，卖完货人跑路了都屡见不鲜","text":"只能说当前即使零售不完善，电商早期远比现在即使零售混乱的多，卖完货人跑路了都屡见不鲜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504157021855952","repostId":"2586400356","repostType":2,"repost":{"id":"2586400356","kind":"news","pubTimestamp":1764113544,"share":"https://www.laohu8.com/m/news/2586400356?lang=&edition=full","pubTime":"2025-11-26 07:32","market":"hk","language":"zh","title":"即时零售难担大任！双倍高价、开封不退、闪购不适合小家电品","url":"https://stock-news.laohu8.com/highlight/detail?id=2586400356","media":"知常容","summary":"今年烧掉过千亿资金的外卖大战，源于京东对美团闪购进入数码家电市场的“反击”，而最近的美团闪购、淘宝闪购双十一翻倍增长，更让即时零售成为了最新的互联网热点。双倍高价、开封不退，这叫我以后还怎么敢用美团闪购买电器？即时零售必须当地备货，所以商家只能是很分散、也极度本地化，而美团闪购现在是为了大量招商，所以对商家的政策肯定比较宽松，同时商家备货成本高、用户少，所以必须高价。","content":"<html><body><article><p>今年烧掉过千亿资金的外卖大战，源于<a href=\"https://laohu8.com/S/JD\">京东</a>对<a href=\"https://laohu8.com/S/MPNGY\">美团</a>闪购进入数码家电市场的“反击”，而最近的<a href=\"https://laohu8.com/S/03690\">美团</a>闪购、淘宝闪购双十一翻倍增长，更让即时零售成为了最新的互联网热点。</p><p>闪购的“即时满足”满足了消费者的最新需求，更有人预测未来闪购会从目前实物电商总盘子不到5%的份额，快速成长到20%的份额，美团会成为电商的新巨头。</p><p>但最新的一次草根研究，彻底坚定了我的结论：即时零售的确有很好的发展前途，增速会很快，但是即时零售因为本身的固有缺陷，无法全面取代货架电商，内容电商，未来只会在特有的领域有较大发展，比如应急需求，大品牌的直营等等。天花板可能是实物电商总盘子的10%以下。</p><p>说说我这次的亲身经历，作为深度研究电商行业，持续跟踪美团、<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、京东等公司并做出深度研究报告的研究员，11月18日在美团闪购上购买了SKG眼部按摩仪E4pro，实付684元。到货后发现无法连接官方app使用，于是申请退货。过程很崩溃，结果很沮丧，特别是突然发现同款商品，京东价格只要一半的时候。</p><p>虽然商品页面注明七天无理由退货，商家拒绝退货退款，理由是已开封，影响二次销售（经过我再次看页面小字，原来一次性塑封打开就不能退货）。后面打电话给美团客服，反复沟通，每次客服服务都是接下投诉，然后不了了之，24小时之后我再回拨，我再当一次祥林嫂，从头申诉一次，再过24小时回拨，根本找不到人当场处理。还让我叫跑腿把货给商家检测，结论是这个产品就没有app功能，最后说商家不同意退款，无法退货，补偿我100元。折腾一大圈，虽然我自诩三十年炒股，心态极度平和，但是最后还是非常沮丧，比我踩了股市大雷还要沮丧。</p><p>双倍高价、开封不退，这叫我以后还怎么敢用美团闪购买电器？</p><p>当然这背后的逻辑我仔细想想也想通了。即时零售必须当地备货，所以商家只能是很分散、也极度本地化，而美团闪购现在是为了大量招商，所以对商家的政策肯定比较宽松，同时商家备货成本高、用户少，所以必须高价。结果就是平台的约束力度也非常低，淘宝的店铺至少还有等级、有差评制度、有支付宝模式。</p><p>“多、快、好、省”原本是电商的四大关键指标，但目前来看，没有商业模式可以做到同时满足四大指标，客户只能选择自己最在乎的那一个。</p><p>结论，正如电商的高速发展始终没有消灭线下商店，电商渗透率最新数仅在25%左右。线上电商的几大平台，包括淘宝、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、京东、抖音、快手、视频号、美团、小红书等等，未来还会同时存在，各自拥有自己的优势区域，理论上大家都会挣钱，并且是相当挣钱。</p><p>现在的互联网下半场差不多打完，烧钱抢市场、你死我活的激烈竞争逐步落幕，各自回归，各自挣钱钱。而我们投资者可以选择那些被市场严重低估的电商股票进行投资。</p><p>美团是我的爱股，曾经为我赚了不少钱，我也曾经到北京公司参加股东大会，很喜欢这个公司，让白领们吃上了安全放心的午餐，我们十年前都是靠塞门缝里的小广告点餐的。但是我诚恳地建议公司：有舍才有得，美团优选亏了几百亿，终于停止营运，这是非常正确的。</p><p>即时零售有他的特点，建议不要什么都做，消费者的心智，美团的口碑，都是最重要的<span>资产</span>，很难做好的品类，我们干脆就放弃吧。</p><p>最后，我还能有什么渠道投诉，欢迎有经验的朋友给我提示，谢谢。我不会气急败坏，我会持续地争取公平、正义。</p><p>-End-</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126075114444v152r54uncpps5j\"/><p><strong>推荐阅读</strong></p><p>美团Q3至暗时刻，但阿里不会永远烧钱</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126075122550v152b847j3d1xzy\"/></article></body></html>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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即时零售难担大任！双倍高价、开封不退、闪购不适合小家电品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 07:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126075130a4ba5c9c&s=b><strong>知常容</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年烧掉过千亿资金的外卖大战，源于京东对美团闪购进入数码家电市场的“反击”，而最近的美团闪购、淘宝闪购双十一翻倍增长，更让即时零售成为了最新的互联网热点。闪购的“即时满足”满足了消费者的最新需求，更有人预测未来闪购会从目前实物电商总盘子不到5%的份额，快速成长到20%的份额，美团会成为电商的新巨头。但最新的一次草根研究，彻底坚定了我的结论：即时零售的确有很好的发展前途，增速会很快，但是即时零售因为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126075130a4ba5c9c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","LU0819123356.HKD":"HSBC 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126075130a4ba5c9c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2586400356","content_text":"今年烧掉过千亿资金的外卖大战，源于京东对美团闪购进入数码家电市场的“反击”，而最近的美团闪购、淘宝闪购双十一翻倍增长，更让即时零售成为了最新的互联网热点。闪购的“即时满足”满足了消费者的最新需求，更有人预测未来闪购会从目前实物电商总盘子不到5%的份额，快速成长到20%的份额，美团会成为电商的新巨头。但最新的一次草根研究，彻底坚定了我的结论：即时零售的确有很好的发展前途，增速会很快，但是即时零售因为本身的固有缺陷，无法全面取代货架电商，内容电商，未来只会在特有的领域有较大发展，比如应急需求，大品牌的直营等等。天花板可能是实物电商总盘子的10%以下。说说我这次的亲身经历，作为深度研究电商行业，持续跟踪美团、快手、唯品会、京东等公司并做出深度研究报告的研究员，11月18日在美团闪购上购买了SKG眼部按摩仪E4pro，实付684元。到货后发现无法连接官方app使用，于是申请退货。过程很崩溃，结果很沮丧，特别是突然发现同款商品，京东价格只要一半的时候。虽然商品页面注明七天无理由退货，商家拒绝退货退款，理由是已开封，影响二次销售（经过我再次看页面小字，原来一次性塑封打开就不能退货）。后面打电话给美团客服，反复沟通，每次客服服务都是接下投诉，然后不了了之，24小时之后我再回拨，我再当一次祥林嫂，从头申诉一次，再过24小时回拨，根本找不到人当场处理。还让我叫跑腿把货给商家检测，结论是这个产品就没有app功能，最后说商家不同意退款，无法退货，补偿我100元。折腾一大圈，虽然我自诩三十年炒股，心态极度平和，但是最后还是非常沮丧，比我踩了股市大雷还要沮丧。双倍高价、开封不退，这叫我以后还怎么敢用美团闪购买电器？当然这背后的逻辑我仔细想想也想通了。即时零售必须当地备货，所以商家只能是很分散、也极度本地化，而美团闪购现在是为了大量招商，所以对商家的政策肯定比较宽松，同时商家备货成本高、用户少，所以必须高价。结果就是平台的约束力度也非常低，淘宝的店铺至少还有等级、有差评制度、有支付宝模式。“多、快、好、省”原本是电商的四大关键指标，但目前来看，没有商业模式可以做到同时满足四大指标，客户只能选择自己最在乎的那一个。结论，正如电商的高速发展始终没有消灭线下商店，电商渗透率最新数仅在25%左右。线上电商的几大平台，包括淘宝、拼多多、京东、抖音、快手、视频号、美团、小红书等等，未来还会同时存在，各自拥有自己的优势区域，理论上大家都会挣钱，并且是相当挣钱。现在的互联网下半场差不多打完，烧钱抢市场、你死我活的激烈竞争逐步落幕，各自回归，各自挣钱钱。而我们投资者可以选择那些被市场严重低估的电商股票进行投资。美团是我的爱股，曾经为我赚了不少钱，我也曾经到北京公司参加股东大会，很喜欢这个公司，让白领们吃上了安全放心的午餐，我们十年前都是靠塞门缝里的小广告点餐的。但是我诚恳地建议公司：有舍才有得，美团优选亏了几百亿，终于停止营运，这是非常正确的。即时零售有他的特点，建议不要什么都做，消费者的心智，美团的口碑，都是最重要的资产，很难做好的品类，我们干脆就放弃吧。最后，我还能有什么渠道投诉，欢迎有经验的朋友给我提示，谢谢。我不会气急败坏，我会持续地争取公平、正义。-End-推荐阅读美团Q3至暗时刻，但阿里不会永远烧钱","news_type":1,"symbols_score_info":{"83690":0.9,"METmain":0.6,"MPNGY":0.6,"03690":0.9,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503992380260440,"gmtCreate":1764079587208,"gmtModify":1764079589072,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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有什么奇怪的，分拆两个子公司单独上市。母公司股价肯定跌啊，否则市值算了两次。现在还买咋想的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/503865418175296","isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530099042163704","authorId":"3530099042163704","name":"leadahead","avatar":"https://static.tigerbbs.com/297bab48b3c02f04bd0c5cd1130c30db","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3530099042163704","idStr":"3530099042163704"},"content":"国内公司都不要脸的很，谷歌那么大规模都没说分拆上市，就国内垃圾企业侵占股东权益没人管","text":"国内公司都不要脸的很，谷歌那么大规模都没说分拆上市，就国内垃圾企业侵占股东权益没人管","html":"国内公司都不要脸的很，谷歌那么大规模都没说分拆上市，就国内垃圾企业侵占股东权益没人管"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503608702722408,"gmtCreate":1763973842838,"gmtModify":1763973874647,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a><v-v data-views=\"0\"></v-v> 又分拆上市了，京东就是个壳子，居然还这么高估值....","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a><v-v data-views=\"0\"></v-v> 又分拆上市了，京东就是个壳子，居然还这么高估值....","text":"$京东集团-SW(09618)$ 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20:02","market":"hk","language":"zh","title":"百度重塑搜索系统，“猎户座AI引擎”全面开放","url":"https://stock-news.laohu8.com/highlight/detail?id=2584537711","media":"百度营销观","summary":"今天，百度猎户座AI引擎能力也将全面向外开放，希望构建 AI 搜索能力的企业和开发者只需简单接入，即可获得百度猎户座的原生五大能力支持。百度猎户座AI引擎的“记忆系统”，帮助AI针对性回应用户诉求。百度“猎户座”AI搜索引擎现已向全行业开放。对百度猎户座AI引擎有任何疑问，请私信后台咨询～","content":"<html><body><article><p>2025 <a href=\"https://laohu8.com/S/BIDU\">百度</a>世界大会上，全新AI搜索引擎——“<a href=\"https://laohu8.com/S/09888\">百度</a>猎户座AI引擎”正式发布，它让搜索完成了大模型时代下新的进化，打造了一个能理解复杂需求、融合多源信息、交付完整价值的AI引擎。</p><p>与传统搜索相比，搭载了百度猎户座的AI搜索有三大变化：</p><p><strong>◆</strong>在 “需求” 维度，AI 搜索引擎具备理解多模态混合输入、并挖掘用户个性化的深层诉求的能力。</p><p><strong>◆</strong>在 “信息” 维度，AI 搜索不仅精准检索到答案，还能主动规划，调用服务工具，完成复杂任务。</p><p><strong>◆</strong>在 “交付” 维度，AI 搜索支持多模态交付，除了文字外，还能提供图片、视频、表格，甚至数字人智能体。</p><p>今天，百度猎户座AI引擎能力也将全面向外开放，希望构建 AI 搜索能力的企业和开发者只需简单接入，<strong>即可获得</strong>百度猎户座的原生五大能力支持。</p><p><strong>能力1</strong></p><p><strong>完整答案交付，改善搜索体验</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120233129609v201j7r0atjpdd1\"/><p>百度猎户座AI引擎可基于用户的提问，对搜索返回的内容进行筛选、核验与总结，直接给出一份可信、结构化、可直接使用的结论。</p><p>对用户而言，这意味着：<strong>无需打开多个页面</strong>，省去逐条比对的繁琐；<strong>答案更完整</strong>，避免遗漏关键信息；<strong>答案更可靠</strong>，不必担心谣言、噪声与错误信息；<strong>决策更轻松</strong>，从“信息海洋”走向“结果直达”。无论是“周末去哪玩”“哪款手机更适合老人”还是“如何写OKR”，用户第一次获得“搜索即答案”的体验。</p><p><strong>能力2</strong></p><p><strong>提供富媒体沉浸体验，降低用户理解成本</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120233146798v201y273qv7siak\"/><p>百度猎户座AI引擎具有富媒体组织能力，接入之后，即可让用户获得图文视频并茂的沉浸式体验。</p><p>用户的需求不仅是“知道”，更是“看见”。猎户座AI引擎在生成文本的同时，会结合百度丰富的富媒体素材库作为富媒体候选，之后深度理解图片、视频等富媒体素材的语义，精准判断素材与文本描述的对应关系，最后动态地将优质图片和视频组织到答案的对应位置。</p><p>用户可在看到结构化文本的同时，获取丰富直观的视觉辅助信息。搜索由“读文字”升级为“沉浸体验”，极大提升了信息理解效率与决策质量，您的用户因此会获得更轻松、更高效、更高级的搜索体验。</p><p><strong>能力3</strong></p><p><strong>挖掘用户完整需求，提升决策效率</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120233148996v201vyu1xcfqxhz\"/><p><strong>猎户座AI引擎不仅仅回答用户问题，还能挖掘用户的隐需求，并给出一个完整方案。</strong></p><p>用户提出的搜索问题往往只是显性需求，背后包含大量隐含信息。例如“周末去哪玩”这一简单提问，可能关联路线规划、天气情况、交通方式、适合人群等多重子问题。</p><p>猎户座能自动把这些潜在需求挖出来，“思考”如何帮助用户找到最优解，只需一次提问，就能获得一整套基于专业能力构建的完整答案。您的产品因此能变得更懂用户，帮助用户缩短决策链路，提升用户对产品的信任度。</p><p><strong>能力4</strong></p><p><strong>连接3万MCP，打通搜索和服务</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120233150385v2017gz8v3gyftm\"/><p><strong>接入猎户座AI引擎后，即可连接超过3万种MCP，让AI具备了直接执行任务的能力。</strong></p><p>例如，用户可以在景点推荐中直接购买门票，在酒店提及时直接预订服务，无需跳转或二次操作，在节省切换成本的同时减少误操作与漏操作，显著提升任务完成效率。</p><p><strong>能力5</strong></p><p><strong>千人千面回答，满足用户个人偏好</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120233155867v201rfd2f724bgo\"/><p>每位用户的偏好、身份与需求都存在显著差异。<strong>百度猎户座AI引擎的“</strong><strong>记忆系统”，帮助AI针对性回应用户诉求。</strong></p><p>接入“记忆系统”后，你曾经说过“喜欢自驾”，于是在回答中就给你增加了郊区自驾路线的选择；你提过 “5岁宝宝”，于是就帮你推荐了有亲子活动的景点。每一次使用，它都更懂你；每一次搜索，都是为用户量身定制的答案。同时，记忆系统全程基于隐私保护机制，保证记忆仅对用户本人可见。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120233156360v2010xq4v6hndw4\"/><p>百度“猎户座”AI搜索引擎<strong>现已向全行业开放</strong>。企业与开发者无需复杂部署即可接入猎户座的原生能力，快速获得AI搜索背后的“超级大脑”，让AI能力助力自身的业务场景，为用户提供更加丰富多元的AI体验。</p><p>对百度猎户座AI引擎有任何疑问，请私信后台咨询～</p></article></body></html>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度重塑搜索系统，“猎户座AI引擎”全面开放</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120233205a7070f8e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc 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搜索能力的企业和开发者只需简单接入，即可获得百度猎户座的原生五大能力支持。能力1完整答案交付，改善搜索体验百度猎户座AI引擎可基于用户的提问，对搜索返回的内容进行筛选、核验与总结，直接给出一份可信、结构化、可直接使用的结论。对用户而言，这意味着：无需打开多个页面，省去逐条比对的繁琐；答案更完整，避免遗漏关键信息；答案更可靠，不必担心谣言、噪声与错误信息；决策更轻松，从“信息海洋”走向“结果直达”。无论是“周末去哪玩”“哪款手机更适合老人”还是“如何写OKR”，用户第一次获得“搜索即答案”的体验。能力2提供富媒体沉浸体验，降低用户理解成本百度猎户座AI引擎具有富媒体组织能力，接入之后，即可让用户获得图文视频并茂的沉浸式体验。用户的需求不仅是“知道”，更是“看见”。猎户座AI引擎在生成文本的同时，会结合百度丰富的富媒体素材库作为富媒体候选，之后深度理解图片、视频等富媒体素材的语义，精准判断素材与文本描述的对应关系，最后动态地将优质图片和视频组织到答案的对应位置。用户可在看到结构化文本的同时，获取丰富直观的视觉辅助信息。搜索由“读文字”升级为“沉浸体验”，极大提升了信息理解效率与决策质量，您的用户因此会获得更轻松、更高效、更高级的搜索体验。能力3挖掘用户完整需求，提升决策效率猎户座AI引擎不仅仅回答用户问题，还能挖掘用户的隐需求，并给出一个完整方案。用户提出的搜索问题往往只是显性需求，背后包含大量隐含信息。例如“周末去哪玩”这一简单提问，可能关联路线规划、天气情况、交通方式、适合人群等多重子问题。猎户座能自动把这些潜在需求挖出来，“思考”如何帮助用户找到最优解，只需一次提问，就能获得一整套基于专业能力构建的完整答案。您的产品因此能变得更懂用户，帮助用户缩短决策链路，提升用户对产品的信任度。能力4连接3万MCP，打通搜索和服务接入猎户座AI引擎后，即可连接超过3万种MCP，让AI具备了直接执行任务的能力。例如，用户可以在景点推荐中直接购买门票，在酒店提及时直接预订服务，无需跳转或二次操作，在节省切换成本的同时减少误操作与漏操作，显著提升任务完成效率。能力5千人千面回答，满足用户个人偏好每位用户的偏好、身份与需求都存在显著差异。百度猎户座AI引擎的“记忆系统”，帮助AI针对性回应用户诉求。接入“记忆系统”后，你曾经说过“喜欢自驾”，于是在回答中就给你增加了郊区自驾路线的选择；你提过 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16:32","market":"us","language":"zh","title":"美团：首款AI IDE产品CatPaw开启公测","url":"https://stock-news.laohu8.com/highlight/detail?id=2582532825","media":"新浪科技","summary":"新浪科技讯 11月10日下午消息，今日，美团旗下首款AI IDE产品Meituan CatPaw进入公测。　　美团CatPaw产品负责人表示，CatPaw早在2023年就在美团内部以编辑器插件形态上线，此次完成全面升级后进行公开测试。该产品目前在美团内部研发渗透率超 95%，增量代码 AI 生成率超 50%。此外，CatPaw搭载了美团自研的基于编程场景特训的LongCat模型，并支持多种模型混合调用，以更好地完成不同任务。","content":"<html><body><div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/799/w550h249/20251110/8f9c-89522c02f9eb8cd0a3c6f68d09da0f9c.jpg\"/><span></span></div>\n<p>　　新浪科技讯 11月10日下午消息，今日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>旗下首款AI IDE产品Meituan CatPaw进入公测。</p>\n<p>　　据介绍，该产品是以Agent与人协作为核心，通过Agent智能驱动编程，支持代码补全、项目预览调试等功能。用户在官网下载安装后，在官方公众号领取邀请码体验，初始账号默认能发起500次对话，使用完可申请获取新额度。</p>\n<p>　　<a href=\"https://laohu8.com/S/03690\">美团</a>CatPaw产品负责人表示，CatPaw早在2023年就在美团内部以编辑器插件形态上线，此次完成全面升级后进行公开测试。该产品目前在美团内部研发渗透率超 95%，增量代码 AI 生成率超 50%。此外，CatPaw搭载了美团自研的基于编程场景特训的LongCat模型，并支持多种模型混合调用，以更好地完成不同任务。（罗宁）</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：何俊熹 </p>\n</div></body></html>","source":"sina","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团：首款AI IDE产品CatPaw开启公测</title>\n<style 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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美团：首款AI IDE产品CatPaw开启公测\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2025-11-10/doc-infwxhkx2971460.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 11月10日下午消息，今日，美团旗下首款AI IDE产品Meituan CatPaw进入公测。\n　　据介绍，该产品是以Agent与人协作为核心，通过Agent智能驱动编程，支持代码补全、项目预览调试等功能。用户在官网下载安装后，在官方公众号领取邀请码体验，初始账号默认能发起500次对话，使用完可申请获取新额度。\n　　美团CatPaw产品负责人表示，CatPaw早在2023年就在美团内部...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2025-11-10/doc-infwxhkx2971460.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0084288322.USD":"Natixis Asia Equity RD USD","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","IDE":"Voya Infrastructure Industrials and Materials Fund","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","HMTD.SI":"Meituan HK SDR 5to1","LU1675838814.USD":"AB 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INC QV","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK1615":"港股-互联网","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","03690":"美团-W","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/tech/2025-11-10/doc-infwxhkx2971460.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2582532825","content_text":"新浪科技讯 11月10日下午消息，今日，美团旗下首款AI IDE产品Meituan CatPaw进入公测。\n　　据介绍，该产品是以Agent与人协作为核心，通过Agent智能驱动编程，支持代码补全、项目预览调试等功能。用户在官网下载安装后，在官方公众号领取邀请码体验，初始账号默认能发起500次对话，使用完可申请获取新额度。\n　　美团CatPaw产品负责人表示，CatPaw早在2023年就在美团内部以编辑器插件形态上线，此次完成全面升级后进行公开测试。该产品目前在美团内部研发渗透率超 95%，增量代码 AI 生成率超 50%。此外，CatPaw搭载了美团自研的基于编程场景特训的LongCat模型，并支持多种模型混合调用，以更好地完成不同任务。（罗宁）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","news_type":1,"symbols_score_info":{"MPNGY":1.5,"HMTD.SI":0.6,"03690":1.5,"IDE":1.5,"METmain":1.5}},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497860678939424,"gmtCreate":1762570794295,"gmtModify":1762570796235,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 看了福布斯中国富豪榜，王兴太惨了，今年唯一的输家","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 看了福布斯中国富豪榜，王兴太惨了，今年唯一的输家","text":"$美团-W(03690)$ 看了福布斯中国富豪榜，王兴太惨了，今年唯一的输家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497860678939424","isVote":1,"tweetType":1,"viewCount":5611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497749804892224,"gmtCreate":1762488719324,"gmtModify":1762488721673,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"市场要的是和钱共鸣，不是和骑手","listText":"市场要的是和钱共鸣，不是和骑手","text":"市场要的是和钱共鸣，不是和骑手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497749804892224","repostId":"2581234600","repostType":2,"repost":{"id":"2581234600","kind":"news","pubTimestamp":1762479180,"share":"https://www.laohu8.com/m/news/2581234600?lang=&edition=full","pubTime":"2025-11-07 09:33","market":"hk","language":"zh","title":"美团的社保补贴，引发骑手共鸣了","url":"https://stock-news.laohu8.com/highlight/detail?id=2581234600","media":"Ofweek光电信息网","summary":"近日，美团官方宣布，11月起，美团骑手养老保险补贴率先覆盖全国，向全部骑手开放。2024年，美团在人社部指导下形成“五险一金”之外的新型方案，2025年上半年启动“参保补贴”试点，同期京东外卖开始为全职骑手缴纳五险一金，随后饿了么跟进。对比京东美团两者社保模式，定位存在不同。曹磊表示，美团骑手社保补贴覆盖全国的意义，远不止于外卖行业本身。","content":"<html><body><article><p>近日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>官方宣布，11月起，<a href=\"https://laohu8.com/S/03690\">美团</a>骑手养老保险补贴率先覆盖全国，向全部骑手开放。</p><p>消息传出后，社交平台上有骑手分享自己的补贴到账截图，有骑手询问怎么交社保，也有骑手着急地问“我能不能交”。</p><p>事儿的确是个好事儿，但让人没想到的是，<strong>一个企业给骑手发补贴，能引发骑手群体这么强烈的共鸣。</strong></p><p>从实用性角度，美团这样更加灵活的补贴方案确实也更适合大部分骑手。具体来看，美团初步<a href=\"https://laohu8.com/S/01630\">建成</a>的覆盖数百万骑手的多层次福利保障网一共有三层：</p><p>第一层是养老保险+“骑手工伤险”+意外伤害险组成的基础保障，覆盖全国全部美团骑手；</p><p>第二层是由大病关怀保障、子女教育基金、职业转型教育基金等构成的进阶保障，首次覆盖全部骑手及其家人，大病关怀等保障甚至还包括了其他平台骑手；</p><p>第三层是工作餐、年度免费体验、旅游补贴、女性骑手两癌筛查等工作福利。</p><p>另外，考虑到很多骑手有照顾家庭、过渡就业等特殊需求，今年美团还首次将骑手家属子女也纳入其中，这不仅解决了骑手保障的刚性需求，还满足了弹性需求。</p><p><strong>“美团方案”为啥值得夸？</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251107093846988d152yyl82h986c3\"/><p>在中国，新就业形态劳动者共有8400万人，过去在工作中没有缴纳社保，更谈不上其他福利保障。外卖骑手作为典型的灵活就业者，要满足其对当期收入和长期保障的综合考量，降低参保门槛与缴费负担，增强其获得感，难度可想而知。</p><p>如今，美团建立的骑手福利保障体系，让骑手成为灵活就业人群中第一个被规模化解决社保问题、建立行业保障体系的职业类型，且惠及数百万人，这放在全球范围内没有先例。</p><p><strong>一直以来，灵活就业者社保问题在全球都是个难题，欧美国家尝试过多种模式，但效果有限。</strong></p><p>在发达国家，灵活就业者通常需要自行承担社保费用，但缺乏有效激励机制；在发展中国家，社保覆盖更是远远不足。</p><p>国外的外卖平台如Deliveroo、ubereats、grab、DoorDash 、Grubhub（<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>投资）、Postmates、Baedalui Minjok、99food等均没有可以参考借鉴的社保方案。</p><p>美国的外卖平台（如Uber Eats、DoorDash、Grubhub）普遍将外卖员归类为独立承包商，而非正式雇员，因此不提供包括社保在内的传统员工福利。<strong>在这种情况下，美团的方案无疑有极强的开创性，在全球都有借鉴价值。</strong></p><p><strong>美团<a href=\"https://laohu8.com/S/JD\">京东</a>给外卖员交社保，有何不同?</strong></p><p>今年来，外卖圈给骑手交社保这事已经吵了好久。几个大平台都有动作，但事态推进这么快，确实出乎意料。</p><p>今年二月京东进军外卖市场，宣布为少部分全职外卖骑手缴纳五险一金，抢风头在搞，后来宣称要再招超5万名全职外卖员，足额全部缴纳五险一金。但仔细看就会发现，京东的社保方案只覆盖15万左右的专职骑手。</p><p>但是，美团却稳步在给骑手送福利，如今成了<strong>第一个给所有骑手都安排社保补贴的平台了。</strong></p><p><strong>同样是给骑手交社保，论起先后顺序，美团其实是第一个。</strong>美团2021年就开始参与人社部指导下的灵活就业人员社保探索，最开始有的是“工伤保险”，2022年7月开始至今，为超1300万人次骑手缴纳新职伤保费超过20亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251107093850646d1522zar8cbudi3\"/><p>有了短期风险保障的职伤险后，美团逐步向养老保险等险种有序试点。2024年，美团在人社部指导下形成“五险一金”之外的新型方案，2025年上半年启动“参保补贴”试点，同期京东外卖开始为全职骑手缴纳五险一金，随后饿了么跟进。</p><p><strong>对比京东美团两者社保模式，定位存在不同。</strong></p><p>京东给外卖骑手提出的，是固定工作模式，要全职才有社保，京东在2025年为十几万全职骑手缴纳五险一金，并未覆盖110万兼职骑手。</p><p>美团为骑手提供的是灵活就业模式，只要收入达标就可领取参保补贴，不管你是否还在其他平台兼职，或在时间和地域上有流动。<strong>它不局限于自家平台，面向全行业向所有骑手开放，不设三六九等，包含了上千万的灵活就业群体。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251107093852475d1524aqjj4c0o7k\"/><p>从这里可以看出两者的体系不同。京东模式是基于传统劳动二分法，即小部分骑手入围，100多万兼职骑手没有相关保障。</p><p>美团是基于劳动三分法，面向数千万灵活就业群体提供的方案，理论上只要达标，任何骑手都可领取补贴，不分签约和不签约，完全规则透明、广泛适用。</p><p>这意味着美团要投入的成本根本不是其他平台可以相比。</p><p>根据业内专家孙宁推算：美团月均有单骑手就超过300万人。就算每人补贴500块，一个月也要15个亿，一年就是180亿起步，绝不是一笔小数目。虽然现实中骑手的情况各不相同，但美团宁愿牺牲利润也要补贴骑手的决心，可见一斑。</p><p>我们从美团的福利保障来看，很多也都是开创性的。</p><p>比如，新职伤，美团是行业里最早开始试点的，2022年就已经在为骑手缴费了。</p><p>养老保险补贴，美团率先将覆盖面扩展至全国，而不只是少部分骑手。还有超时免罚、大病关怀、交通安全奖，都是美团率先推出，其中超时免罚美团在2024年12月就已开始试点，2025年全面取消，饿了么、京东等平台都晚于美团，在2025年纷纷宣布跟进。</p><p><strong>美团将解决行业痛点落到实处，骑手成灵活就业群体中“悄悄变好”的标杆</strong></p><p>总结来看，美团兑现了它对骑手、公众的承诺，给骑手带来了三大价值：</p><p><strong>其一是公平</strong>：它向所有骑手开放，不设三六九等，在公平上迈出了一大步。</p><p><strong>其二是普惠</strong>：既包括全职兼职，还包括骑手家人，大病关怀等甚至还包括了其他平台骑手。</p><p><strong>其三是可持续</strong>：它是循序渐进的方案，不是脱离实际搞营销。</p><p>美团建立的骑手福利保障体系，是直接解决了数百万骑手的基础保障问题，而不是京东淘宝解决几十万人的保障，<strong>且不分兼职全职</strong>，在当下，网上不少骑手晒出截图，都已经领了几个月社保补贴了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251107093912608d152ka2055y6mrd\"/><p>47岁的唐师傅收到补贴后他立即向身边的同事推荐。“这个政策好，对我这种坚持交社保的人来说，等于每个月加薪500块了”。</p><p>广东广州、黑龙江哈尔滨等多地骑手给记者算了笔账，一年补贴下来，可拿到6000多元。</p><p>某业内人士指出：“不论你是不是全职，不论你今天在跑美团，明天去跑饿了么，这个社保都能延续，这才是符合灵活就业群体实际情况的模式。”这就是“普惠”，不是立标杆、不是镀金，而是照顾最大多数人的保障。”</p><p>当下我国劳动法律框架正在向“劳动三分法”转型，网经社电子商务研究中心主任曹磊认为，美团骑手社保补贴覆盖全国，<strong>是外卖行业乃至整个灵活就业领域的一个重要里程碑。</strong>这一举措不仅解决了外卖骑手的基础保障问题，更开创了灵活就业者保障的新模式。</p><p>曹磊表示，美团骑手社保补贴覆盖全国的意义，远不止于外卖行业本身。作为首个覆盖全部骑手的保障体系，美团的方案为解决灵活就业者社保问题提供了可复制的模式，具有重要的借鉴意义，<strong>为全球解决灵活就业者社保问题提供了中国方案。</strong></p><p>这样的一个大规模的覆盖相当于解决了行业标准与行业困境问题，骑手真正已经成为一份正规的职业了。</p><p>根据中国新就业形态研究中心发布的《2024中国蓝领群体就业研究报告》，2024年蓝领群体规模达4.25亿人，月嫂、货车司机、外卖员月收入水平位列前三，外卖员在收入上在蓝领群体中已是第一梯队，如今，<strong>外卖员也是蓝领/灵活就业群体里保障最好的一群人了。</strong></p><p>作为对比，网约车司机、货车司机、餐厅员工，至今行业都没有为他们建立保障体系。骑手还超过了一些大众认知里更光鲜的准白领职业。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251107093914150d1520ygjqh94rzm\"/><p>结语：</p><p>有外卖骑手表示，以前总觉得这行是青春饭，<strong>现在终于能安心规划未来了，以后跑单心里更踏实了。</strong></p><p>美团为骑手社保收了个尾，和其他职业比较，骑手的职业保障在蓝领群体中属于第一梯队。这个开头或将推动更多改变，让每一个辛勤工作的人都能安心奔跑在城市里，都有了奋斗的底气。</p></article></body></html>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团的社保补贴，引发骑手共鸣了</title>\n<style 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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美团的社保补贴，引发骑手共鸣了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 09:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110709391894f478e3&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，美团官方宣布，11月起，美团骑手养老保险补贴率先覆盖全国，向全部骑手开放。消息传出后，社交平台上有骑手分享自己的补贴到账截图，有骑手询问怎么交社保，也有骑手着急地问“我能不能交”。事儿的确是个好事儿，但让人没想到的是，一个企业给骑手发补贴，能引发骑手群体这么强烈的共鸣。从实用性角度，美团这样更加灵活的补贴方案确实也更适合大部分骑手。具体来看，美团初步建成的覆盖数百万骑手的多层次福利保障网一共...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110709391894f478e3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","LU0052750758.USD":"富兰克林中国基金A Acc","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","HMTD.SI":"Meituan HK SDR 5to1","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU1880383366.USD":"东方汇理中国股票基金 A2 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ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0048597586.USD":"富达亚洲焦点A","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110709391894f478e3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581234600","content_text":"近日，美团官方宣布，11月起，美团骑手养老保险补贴率先覆盖全国，向全部骑手开放。消息传出后，社交平台上有骑手分享自己的补贴到账截图，有骑手询问怎么交社保，也有骑手着急地问“我能不能交”。事儿的确是个好事儿，但让人没想到的是，一个企业给骑手发补贴，能引发骑手群体这么强烈的共鸣。从实用性角度，美团这样更加灵活的补贴方案确实也更适合大部分骑手。具体来看，美团初步建成的覆盖数百万骑手的多层次福利保障网一共有三层：第一层是养老保险+“骑手工伤险”+意外伤害险组成的基础保障，覆盖全国全部美团骑手；第二层是由大病关怀保障、子女教育基金、职业转型教育基金等构成的进阶保障，首次覆盖全部骑手及其家人，大病关怀等保障甚至还包括了其他平台骑手；第三层是工作餐、年度免费体验、旅游补贴、女性骑手两癌筛查等工作福利。另外，考虑到很多骑手有照顾家庭、过渡就业等特殊需求，今年美团还首次将骑手家属子女也纳入其中，这不仅解决了骑手保障的刚性需求，还满足了弹性需求。“美团方案”为啥值得夸？在中国，新就业形态劳动者共有8400万人，过去在工作中没有缴纳社保，更谈不上其他福利保障。外卖骑手作为典型的灵活就业者，要满足其对当期收入和长期保障的综合考量，降低参保门槛与缴费负担，增强其获得感，难度可想而知。如今，美团建立的骑手福利保障体系，让骑手成为灵活就业人群中第一个被规模化解决社保问题、建立行业保障体系的职业类型，且惠及数百万人，这放在全球范围内没有先例。一直以来，灵活就业者社保问题在全球都是个难题，欧美国家尝试过多种模式，但效果有限。在发达国家，灵活就业者通常需要自行承担社保费用，但缺乏有效激励机制；在发展中国家，社保覆盖更是远远不足。国外的外卖平台如Deliveroo、ubereats、grab、DoorDash 、Grubhub（亚马逊投资）、Postmates、Baedalui Minjok、99food等均没有可以参考借鉴的社保方案。美国的外卖平台（如Uber Eats、DoorDash、Grubhub）普遍将外卖员归类为独立承包商，而非正式雇员，因此不提供包括社保在内的传统员工福利。在这种情况下，美团的方案无疑有极强的开创性，在全球都有借鉴价值。美团京东给外卖员交社保，有何不同?今年来，外卖圈给骑手交社保这事已经吵了好久。几个大平台都有动作，但事态推进这么快，确实出乎意料。今年二月京东进军外卖市场，宣布为少部分全职外卖骑手缴纳五险一金，抢风头在搞，后来宣称要再招超5万名全职外卖员，足额全部缴纳五险一金。但仔细看就会发现，京东的社保方案只覆盖15万左右的专职骑手。但是，美团却稳步在给骑手送福利，如今成了第一个给所有骑手都安排社保补贴的平台了。同样是给骑手交社保，论起先后顺序，美团其实是第一个。美团2021年就开始参与人社部指导下的灵活就业人员社保探索，最开始有的是“工伤保险”，2022年7月开始至今，为超1300万人次骑手缴纳新职伤保费超过20亿元。有了短期风险保障的职伤险后，美团逐步向养老保险等险种有序试点。2024年，美团在人社部指导下形成“五险一金”之外的新型方案，2025年上半年启动“参保补贴”试点，同期京东外卖开始为全职骑手缴纳五险一金，随后饿了么跟进。对比京东美团两者社保模式，定位存在不同。京东给外卖骑手提出的，是固定工作模式，要全职才有社保，京东在2025年为十几万全职骑手缴纳五险一金，并未覆盖110万兼职骑手。美团为骑手提供的是灵活就业模式，只要收入达标就可领取参保补贴，不管你是否还在其他平台兼职，或在时间和地域上有流动。它不局限于自家平台，面向全行业向所有骑手开放，不设三六九等，包含了上千万的灵活就业群体。从这里可以看出两者的体系不同。京东模式是基于传统劳动二分法，即小部分骑手入围，100多万兼职骑手没有相关保障。美团是基于劳动三分法，面向数千万灵活就业群体提供的方案，理论上只要达标，任何骑手都可领取补贴，不分签约和不签约，完全规则透明、广泛适用。这意味着美团要投入的成本根本不是其他平台可以相比。根据业内专家孙宁推算：美团月均有单骑手就超过300万人。就算每人补贴500块，一个月也要15个亿，一年就是180亿起步，绝不是一笔小数目。虽然现实中骑手的情况各不相同，但美团宁愿牺牲利润也要补贴骑手的决心，可见一斑。我们从美团的福利保障来看，很多也都是开创性的。比如，新职伤，美团是行业里最早开始试点的，2022年就已经在为骑手缴费了。养老保险补贴，美团率先将覆盖面扩展至全国，而不只是少部分骑手。还有超时免罚、大病关怀、交通安全奖，都是美团率先推出，其中超时免罚美团在2024年12月就已开始试点，2025年全面取消，饿了么、京东等平台都晚于美团，在2025年纷纷宣布跟进。美团将解决行业痛点落到实处，骑手成灵活就业群体中“悄悄变好”的标杆总结来看，美团兑现了它对骑手、公众的承诺，给骑手带来了三大价值：其一是公平：它向所有骑手开放，不设三六九等，在公平上迈出了一大步。其二是普惠：既包括全职兼职，还包括骑手家人，大病关怀等甚至还包括了其他平台骑手。其三是可持续：它是循序渐进的方案，不是脱离实际搞营销。美团建立的骑手福利保障体系，是直接解决了数百万骑手的基础保障问题，而不是京东淘宝解决几十万人的保障，且不分兼职全职，在当下，网上不少骑手晒出截图，都已经领了几个月社保补贴了。47岁的唐师傅收到补贴后他立即向身边的同事推荐。“这个政策好，对我这种坚持交社保的人来说，等于每个月加薪500块了”。广东广州、黑龙江哈尔滨等多地骑手给记者算了笔账，一年补贴下来，可拿到6000多元。某业内人士指出：“不论你是不是全职，不论你今天在跑美团，明天去跑饿了么，这个社保都能延续，这才是符合灵活就业群体实际情况的模式。”这就是“普惠”，不是立标杆、不是镀金，而是照顾最大多数人的保障。”当下我国劳动法律框架正在向“劳动三分法”转型，网经社电子商务研究中心主任曹磊认为，美团骑手社保补贴覆盖全国，是外卖行业乃至整个灵活就业领域的一个重要里程碑。这一举措不仅解决了外卖骑手的基础保障问题，更开创了灵活就业者保障的新模式。曹磊表示，美团骑手社保补贴覆盖全国的意义，远不止于外卖行业本身。作为首个覆盖全部骑手的保障体系，美团的方案为解决灵活就业者社保问题提供了可复制的模式，具有重要的借鉴意义，为全球解决灵活就业者社保问题提供了中国方案。这样的一个大规模的覆盖相当于解决了行业标准与行业困境问题，骑手真正已经成为一份正规的职业了。根据中国新就业形态研究中心发布的《2024中国蓝领群体就业研究报告》，2024年蓝领群体规模达4.25亿人，月嫂、货车司机、外卖员月收入水平位列前三，外卖员在收入上在蓝领群体中已是第一梯队，如今，外卖员也是蓝领/灵活就业群体里保障最好的一群人了。作为对比，网约车司机、货车司机、餐厅员工，至今行业都没有为他们建立保障体系。骑手还超过了一些大众认知里更光鲜的准白领职业。结语：有外卖骑手表示，以前总觉得这行是青春饭，现在终于能安心规划未来了，以后跑单心里更踏实了。美团为骑手社保收了个尾，和其他职业比较，骑手的职业保障在蓝领群体中属于第一梯队。这个开头或将推动更多改变，让每一个辛勤工作的人都能安心奔跑在城市里，都有了奋斗的底气。","news_type":1,"symbols_score_info":{"83690":0.9,"03690":1.5,"HMTD.SI":0.6,"MPNGY":0.6,"METmain":0.6}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496456634163456,"gmtCreate":1762227750867,"gmtModify":1762227752691,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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一年跌56%太吓人了，超过恒大碧桂园的跌幅。还是在大牛市里。于情于理都太恐怖了😱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/478705291677952","isVote":1,"tweetType":1,"viewCount":3491,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494314295033535","authorId":"3494314295033535","name":"LogicalWing","avatar":"https://static.tigerbbs.com/1bf4a2a2a9c706853c6e44d3e47098e5","crmLevel":9,"crmLevelSwitch":1,"idStr":"3494314295033535","authorIdStr":"3494314295033535"},"content":"早该听你的清仓团子 追悔莫及","text":"早该听你的清仓团子 追悔莫及","html":"早该听你的清仓团子 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没人知道为什么，又要事后拿放大镜🔍了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/376285886800104","isVote":1,"tweetType":1,"viewCount":5947,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541481246358863","authorId":"3541481246358863","name":"Hanker","avatar":"https://static.tigerbbs.com/0e76a704a0bf1df013164352581042e2","crmLevel":7,"crmLevelSwitch":0,"idStr":"3541481246358863","authorIdStr":"3541481246358863"},"content":"这样下去，港股和A股又有什么区别呢","text":"这样下去，港股和A股又有什么区别呢","html":"这样下去，港股和A股又有什么区别呢"},{"author":{"id":"3491690609113457","authorId":"3491690609113457","name":"今天晚上我不回去了","avatar":"https://static.tigerbbs.com/3503370adc81f6f1411959dc9611a81a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3491690609113457","authorIdStr":"3491690609113457"},"content":"我昨天发帖分析了美团发财报要跌。","text":"我昨天发帖分析了美团发财报要跌。","html":"我昨天发帖分析了美团发财报要跌。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501586834436816,"gmtCreate":1763465221903,"gmtModify":1763465223842,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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