美团新动作！用AI点外卖

Core Insights - Meituan has launched its first AI Agent product, "XiaoMei" App, which is currently in public testing and utilizes the self-developed LongCat-Flash-Chat model for local life services such as food delivery and restaurant recommendations [1][5] - The app aims to provide convenience for users who may have difficulty operating smartphones, allowing for natural language interactions to place orders [5] - The app's performance shows room for improvement, particularly in maintaining coherent interactions with users [5] Group 1: Product Features and User Experience - "XiaoMei" App can offer personalized recommendations after accessing user data, and it supports voice interactions for restaurant suggestions [5] - Users can directly access merchant information through the app, enhancing the overall user experience [5] - Current limitations include the app's inability to refine recommendations based on specific user feedback, indicating a need for further development [5] Group 2: Industry Context and Competitive Landscape - The launch of "XiaoMei" is part of Meituan's broader strategy to enhance user engagement and operational efficiency amid increasing competition from giants like Alibaba and Tencent [6][7] - Industry experts suggest that while AI can improve user experience, long-term success will depend on product pricing, variety, and service quality [6] - Meituan's recent AI initiatives, including the release of LongCat-Flash-Chat and the revival of quality delivery services, are aimed at optimizing user decision-making and operational processes [6][7] Group 3: Financial and Strategic Investments - Meituan plans to invest 21.1 billion yuan in technology research and development in 2024, focusing on AI and other advanced technologies [7] - The company's CEO has indicated a significant increase in the core model's usage and plans for further investment in AI infrastructure by 2025 [7] - Despite a revenue increase of 11.7% year-on-year in Q2, Meituan reported a substantial decline in adjusted net profit, highlighting the financial pressures the company faces [8]