美团AI大动作，防守还是进攻？

Core Viewpoint - Meituan has accelerated its AI initiatives after a brief pause, launching several models including LongCat-Flash-Chat, LongCat-Flash-Thinking, and LongCat-Video, with the latest release being LongCat-Flash-Omni and its official app [3][4]. Group 1: AI Development and Competition - Meituan's recent AI model launches indicate a shift in strategy, moving from a defensive to an offensive approach in the competitive landscape of local life services [4]. - The competition among local life platforms has intensified, with other companies like Gaode and JD also introducing AI functionalities to enhance their services [3][4]. - The introduction of AI capabilities is seen as a way for Meituan to build a competitive moat around its local services, especially as it faces challenges from platforms like Douyin, JD, and Alibaba [4]. Group 2: Strategic Goals and Market Position - Meituan aims to transition from relying on food delivery commissions to providing services for small and medium enterprises, leveraging AI to enhance business efficiency [4]. - The company’s strong connection with merchants allows it to effectively implement AI solutions, such as using AI models to enhance food imagery for restaurant partners [4]. - Experts suggest that while Meituan's competitors may be slower in their AI deployments, the impact on Meituan's business strategy is minimal due to its established merchant network [4].