Sou Hu Cai Jing·2026-03-26 13:47Core Insights - The CEO of Meituan, Wang Xing, emphasized that the only reasonable strategy in the AI revolution is to be offensive rather than defensive, viewing AI as a strategic opportunity to improve and transform local services [1] - Meituan has made significant investments in capital expenditure and AI talent since the beginning of 2023, likely making it one of the largest investors in AI among domestic companies, with over three years of continuous investment [1] - The company is developing its own foundational model, LongCat, while also collaborating with leading third-party models to accurately understand the real physical world [1] Investment in AI - Meituan has invested heavily in AI, with a focus on enhancing its core local services business rather than becoming a "token factory" [1] - The company has accumulated extensive information about the physical world and has the most comprehensive user reviews online, which it leverages for its AI initiatives [1] AI Assistant "XiaoTuan" - Meituan has launched an AI assistant named "XiaoTuan" embedded in its app, which covers all categories of local life services, allowing users to quickly match with quality merchants and products based on their service needs [1] - The AI assistant can extract valuable information from vast online reviews and infer personalized answers to user needs, demonstrating the complexity of local consumption scenarios [2] Future Developments - The model's capabilities will continue to be optimized, and Meituan aims to deepen the integration of "XiaoTuan" within its app [2] - The goal is to make the Meituan app the preferred platform for addressing local life needs, enhancing AI search and execution capabilities to establish it as a leading AI-driven application [2]