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不高兴的小欣
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不高兴的小欣
不高兴的小欣
·
02-13 11:29
阿里不是外卖平台可以通过科技补贴，美团不能补贴
多地节前发文要求外卖平台停止“内卷式”竞争，不得组织恶性补贴
保障春节外卖市场秩序稳定。
多地节前发文要求外卖平台停止“内卷式”竞争，不得组织恶性补贴
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不高兴的小欣
不高兴的小欣
·
02-13 05:06
$京东(JD)$
分拆上市后，京东就是个壳子，跌落有啥问题吗
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不高兴的小欣
不高兴的小欣
·
02-12 10:21
$美团-W(03690)$
三年以前我就说过很多次，王兴就是贾跃亭。美团会归0，无论什么时候买最终都是退市破产
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不高兴的小欣
不高兴的小欣
·
02-12 06:36
$快手-W(01024)$
seedance基本把快手堵死了
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不高兴的小欣
不高兴的小欣
·
02-10
美团是不是傻子？一家店在你这里吃就放心健康，在淘宝就不健康？做这个的意义是什么？
推出一镜到底验真，美团外卖要让大家吃得放心
作为守擂的一方，美团自然要见招拆招。日前美团方面宣布推出“一镜到底”门店真实性核验功能，对门店门头、资质及后厨环境等真实性进行审核。目前，“一镜到底”门店真实性核验功能已在青岛、哈尔滨、贵阳等8个城市试点，并将在今年内逐步推广至全国。
推出一镜到底验真，美团外卖要让大家吃得放心
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不高兴的小欣
不高兴的小欣
·
02-10
$美团-W(03690)$
很多人到了今天才知道王兴就是贾跃亭
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不高兴的小欣
不高兴的小欣
·
02-06
趋势起来了
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不高兴的小欣
不高兴的小欣
·
02-05
$腾讯控股(00700)$
跌一些好
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不高兴的小欣
不高兴的小欣
·
02-04
$叮咚买菜(DDL)$
什么情况
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不高兴的小欣
不高兴的小欣
·
02-04
这和科技企业有啥关系？你是买面包的吗
美团小象超市上线自有烘焙品牌“小象烘焙”
2月4日，美团旗下小象超市正式推出自有烘焙品牌“小象烘焙”，首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”，目前以仓内厨房形式运营，紧邻小象超市仓库，无独立门头及线下门店。运营模式为纯线上，消费者可通过美团APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力，提升烘焙品类履约效率与品质可控性。
美团小象超市上线自有烘焙品牌“小象烘焙”
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22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125588490","content_text":"据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。","news_type":1,"symbols_score_info":{"09618":2,"BABA":2,"09988":2,"03690":2,"JD":2}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532109238068600,"gmtCreate":1770930371435,"gmtModify":1770933308199,"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/JD\">$京东(JD)$ </a> 分拆上市后，京东就是个壳子，跌落有啥问题吗","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 分拆上市后，京东就是个壳子，跌落有啥问题吗","text":"$京东(JD)$ 分拆上市后，京东就是个壳子，跌落有啥问题吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532109238068600","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531832729551688,"gmtCreate":1770862860336,"gmtModify":1770862862222,"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\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 三年以前我就说过很多次，王兴就是贾跃亭。美团会归0，无论什么时候买最终都是退市破产","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 三年以前我就说过很多次，王兴就是贾跃亭。美团会归0，无论什么时候买最终都是退市破产","text":"$美团-W(03690)$ 三年以前我就说过很多次，王兴就是贾跃亭。美团会归0，无论什么时候买最终都是退市破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/531832729551688","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576527450352566","authorId":"3576527450352566","name":"hojiguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576527450352566","idStr":"3576527450352566"},"content":"你这是胡说八道，他俩从业务到盈利模型、到客户群都不一样，你这完全是乱靠啊","text":"你这是胡说八道，他俩从业务到盈利模型、到客户群都不一样，你这完全是乱靠啊","html":"你这是胡说八道，他俩从业务到盈利模型、到客户群都不一样，你这完全是乱靠啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531777643308456,"gmtCreate":1770849418054,"gmtModify":1770849419972,"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/01024\">$快手-W(01024)$ </a><v-v data-views=\"0\"></v-v> seedance基本把快手堵死了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a><v-v data-views=\"0\"></v-v> seedance基本把快手堵死了","text":"$快手-W(01024)$ seedance基本把快手堵死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531777643308456","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531211403125648,"gmtCreate":1770711170201,"gmtModify":1770711270618,"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":"美团是不是傻子？一家店在你这里吃就放心健康，在淘宝就不健康？做这个的意义是什么？","listText":"美团是不是傻子？一家店在你这里吃就放心健康，在淘宝就不健康？做这个的意义是什么？","text":"美团是不是傻子？一家店在你这里吃就放心健康，在淘宝就不健康？做这个的意义是什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531211403125648","repostId":"2610655841","repostType":2,"repost":{"id":"2610655841","kind":"news","pubTimestamp":1770637124,"share":"https://www.laohu8.com/m/news/2610655841?lang=zh_CN&edition=full","pubTime":"2026-02-09 19:38","market":"hk","language":"zh","title":"推出一镜到底验真，美团外卖要让大家吃得放心","url":"https://stock-news.laohu8.com/highlight/detail?id=2610655841","media":"三易生活","summary":"作为守擂的一方，美团自然要见招拆招。日前美团方面宣布推出“一镜到底”门店真实性核验功能，对门店门头、资质及后厨环境等真实性进行审核。目前，“一镜到底”门店真实性核验功能已在青岛、哈尔滨、贵阳等8个城市试点，并将在今年内逐步推广至全国。","content":"<html><body><article><p>当<a href=\"https://laohu8.com/S/BABA\">阿里</a>喊出“闪购的首要目标是份额增长，会坚定加大投入以达到市场绝对第一”后，这一轮外卖大战就注定在2026年还要接着打。作为守擂的一方，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>自然要见招拆招。日前<a href=\"https://laohu8.com/S/03690\">美团</a>方面宣布推出“一镜到底”门店真实性核验功能，对门店门头、资质及后厨环境等真实性进行审核。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212635009v201tde6b78l2ti\"/><p>据悉，美团外卖的商家需拍摄最少30秒的“一镜到底”视频，其中后厨须完整拍摄食品加工环境、出餐环境、存储环境，而未按规定上传视频、视频造假，则将受到平台的相应处置。目前，“一镜到底”门店真实性核验功能已在青岛、哈尔滨、贵阳等8个城市试点，并将在今年内逐步推广至全国。</p><p>那么问题就来了，为何美团会要求外卖商家拍摄“一镜到底”视频呢？答案其实很简单，因为他们被外卖商家搞的AI图片“破防”了。</p><p>去年秋季，央视曾报道过有外卖商家利用AI技术，让美团外卖App上的店铺图片“改头换面” 。虽然宣传图中商家的线下店面装修大气、窗明几净、明厨亮灶，然而记者在实地探访后却发现，该商家只是一个美食城档口，也没有专用的就餐区域，与外卖平台展示的“精品堂食店”氛围截然不同。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212635684v2012zv11jzdc1u\"/><p>央视在相关报道中指出，类似用AI渲染出人气高、环境好堂食店铺的情况在外卖平台上极为普遍，甚至有人专门在短视频平台向外卖商家提供AI假照。</p><p>经过数年的迭代，当下的多模态AI大模型在图片生成领域几乎做到了天衣无缝，所谓的“AI味”更是微乎其微。并且大多数用户点外卖时查看商家的门面、大堂、后厨照片，只不过是寻求“心理安慰”，并不会拿着放大镜找问题。</p><p>当然，商家其实也很无奈，因为外卖早就已经是高度内卷的红海，如果不做运营就会出现没单的情况，所以他们不仅要考虑怎么把餐品做好，还得懂运营和推广。</p><p>作为消费者，大家在点外卖时一定会更喜欢选择后厨干净卫生、门头大气敞亮的店铺，而不是一个不起眼的美食城档口。由于正是抓住了消费者的这个心理，外卖商家才会选择用AI来给自己穿上“皇帝的新衣”。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/cXdja1OEM1cAY58pibyajG4uj2g4uETo35y8M24J7Lic1kDiazwdQaY823cZD8cVacuI5uib9kiaDS4FFrC15NR1MEZVBhc6FpBxpUMfc1Qicwibcc/640?wx_fmt=jpeg&from=appmsg\"/><p>以往这可能不是什么大问题，外卖平台也只用保证用户吃不出问题即可。可今时不同往日，在外卖大战的背景下，除了让用户吃到更便宜的外卖，让大家吃得更放心同样也是一个重要的竞争维度。商家在宣传上欺骗用户就很容易导致信任危机，让用户<a href=\"https://laohu8.com/S/00992\">联想</a>到商家可能在食品安全上也在糊弄自己，因此美团就拿出了“一镜到底”来对抗某些居心不良的商家。</p><p>不同于已经能做到以假乱真的AI生图，如今AI视频的成熟度并不高。尽管一众AI厂商宣称自家的AI视频模型在遵循物理规则的基础上，可以实现<a href=\"https://laohu8.com/S/605178\">时空</a>一致性、叙事连贯性、细节真实性，但现阶段的亲身体验表明这还只是“仅供参考”。在实际使用中，AI视频模型存在高度的不可控性，也就是即便使用相同的提示词，AI每一次生成的内容都还做不到一致。</p><p>无论<a href=\"https://laohu8.com/S/01024\">快手</a>的可灵、字节跳动的即梦、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的Veo、MiniMax的海螺，乃至<a href=\"https://laohu8.com/S/BIDU\">百度</a>的蒸汽机，如今还都只能做到像实景拍摄般一个镜头一个镜头地生成画面。再加上目前的AI视频模型记忆能力有限，也就无法做到充分了解场景元素之间的逻辑关系。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212704819v20136kwmedpzhs\"/><p>比如，可能AI生成的第一个镜头里主角是长发，第二个镜头就突然变成了短发，再下一个镜头甚至可能五官都变了。当然，AI视频的一致性问题也不是无法解决，想要AI生成的视频“不出戏”，就需要花费大量时间来进行微调，通过垫图+提示词不断纠正AI的输出。</p><p>显而易见，相比AI生图，如今做出不违和AI视频所需的成本要高得多，特别是美团要求的“一镜到底”。简而言之，美团给出的这个解决方案是拉高商家弄虚作假的成本，相比以往AI假照只需几百块就能实现，想要实现一个逼真的“一镜到底”视频，恐怕就得花费数万元才行。</p><p>如此一来，商家忽悠消费者就变成了鸡肋，美团也能让真正拥有明厨亮灶的商家脱颖而出。不过美团的“一镜到底”门店真实性核验功能也仅仅只是权宜之计，因为AI视频模型正在不断迭代，如今的AI视频生成模型无法实现“一镜到底”，并不代表一年后的也做不到。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212712806v2015beuqx845zl\"/><p>从某种意义上来说，美团是在不经意间为AI视频模型创造出了需求，一旦某个AI视频模型能做到用相对低廉的成本生成一镜到底的不穿帮视频，恐怕就会有一大批准备钻空子的外卖商家买单。</p><p>【本文图片来自网络】</p><p>推荐阅读：</p><p>当华尔街精英“不会用手机”，这事可悲又可笑</p><p>数字时代的运行规则，已经脱离了以往的知识体系。</p><p>还敢用吗，超过一半的AI插件正悄悄收集你的隐私</p><p>享受AI插件带来的便利，其实都是有代价的。</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\" 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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推出一镜到底验真，美团外卖要让大家吃得放心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-09 19:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020921272797a57f63&s=b><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当阿里喊出“闪购的首要目标是份额增长，会坚定加大投入以达到市场绝对第一”后，这一轮外卖大战就注定在2026年还要接着打。作为守擂的一方，美团自然要见招拆招。日前美团方面宣布推出“一镜到底”门店真实性核验功能，对门店门头、资质及后厨环境等真实性进行审核。据悉，美团外卖的商家需拍摄最少30秒的“一镜到底”视频，其中后厨须完整拍摄食品加工环境、出餐环境、存储环境，而未按规定上传视频、视频造假，则将受到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020921272797a57f63&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":{"LU0823426308.USD":"法巴中国股票基金","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0228659784.USD":"施罗德金砖四国基金","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0370786039.SGD":"Fidelity Greater China 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14:38","market":"hk","language":"zh","title":"美团小象超市上线自有烘焙品牌“小象烘焙”","url":"https://stock-news.laohu8.com/highlight/detail?id=2608374513","media":"DoNews","summary":"2月4日，美团旗下小象超市正式推出自有烘焙品牌“小象烘焙”，首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”，目前以仓内厨房形式运营，紧邻小象超市仓库，无独立门头及线下门店。运营模式为纯线上，消费者可通过美团APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力，提升烘焙品类履约效率与品质可控性。","content":"<html><body><article><p>2月4日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>旗下小象超市正式推出自有烘焙品牌“小象烘焙”，首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”，目前以仓内厨房形式运营，紧邻小象超市仓库，无独立门头及线下门店。运营模式为纯线上，消费者可通过<a href=\"https://laohu8.com/S/03690\">美团</a>APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力，提升烘焙品类履约效率与品质可控性。</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\" 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.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美团小象超市上线自有烘焙品牌“小象烘焙”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 14:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204143832a6d19069&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月4日，美团旗下小象超市正式推出自有烘焙品牌“小象烘焙”，首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”，目前以仓内厨房形式运营，紧邻小象超市仓库，无独立门头及线下门店。运营模式为纯线上，消费者可通过美团APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力，提升烘焙品类履约效率与品质可控性。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204143832a6d19069&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":{"LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","SG9999001689.USD":"施罗德亚洲成长股票","LU0502904849.HKD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (HKD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL 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