Group 1 - Major players in the "delivery battle" are investing heavily in AI and embodied intelligence, with companies like JD leading funding rounds for startups such as Qianxun Intelligent, Zhujidongli, and Zhongqing Robot [1] - Alibaba's Tongyi Qianwen recently updated its flagship Qwen3 model, while Meituan launched its first AI programming agent, indicating significant investments in AI across various business lines [1][2] - The integration of delivery services and AI technology reflects a strategic shift among Chinese internet giants towards reconstructing their business ecosystems based on an AI technology revolution [1][2] Group 2 - The transformation represented by delivery services addresses the challenge of reaching more life scenarios, which is crucial for generating user behavior data, increasingly viewed as the "new oil" [2] - The evolution of AI and embodied intelligence is designed to leverage this data, creating new technological barriers that feed back into offline operations, thus forming a closed loop from R&D to industry application [2][3] - The current AI boom is characterized not only by "intelligent emergence" but also by "commercial emergence," where high-frequency service businesses like delivery serve as data sources for AI and robotics development [3] Group 3 - Companies must possess the dual capability to manage both short-cycle operations and long-cycle R&D, a unique advantage of internet giants with large user bases and strong capital [3] - The actions of leading tech companies in both China and Silicon Valley indicate a synchronized trend towards leveraging AI technologies in vast markets and diverse application scenarios [4]