IT之家 1 月 29 日消息，美团外卖上周宣布推出"一镜到底"门店真实性核验功能，目前已在金华、银川、青 岛、哈尔滨、贵阳等 8 个城市试点上线，主要面向新入驻商家，同时也是日常抽查的重要举措。 该功能今年内将逐步推广至全国，进一步提升门店真实性核验效果，未按照规定上传视频、视频造假将受到平 台相应处置。 2025 年 12 月 4 日，外卖平台推荐性国家标准《外卖平台服务管理基本要求》发布，通过规范商户入驻审核、 日常运营管理等环节，引导外卖平台切实履行对商户的服务与管理责任。支持鼓励商户积极响应"互联网 + 明 厨亮灶"有关要求，严守食品安全底线，守护消费者"舌尖上的安全"。 01 如何拍视频呢? 1 合格视频三要素 V 一镜到底 V 拍摄完整(30s≤时长≤120s) V 线上线下信息一致(门头与资质) 2 拍摄流程与注意事项 1.先拍门头与环境,线上线下要一致: IT之家从美团外卖官方公告获悉，从 2025 年 11 月 19 日起，美团外卖平台逐步推行"一镜到底"实景验证视 频，对门店门头、资质及后厨环境等真实性进行审核。商家需拍摄最少 30 秒的"一镜到底"视频；后厨须完整 拍摄食品加工环境、出 ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 随着大型科技公司竞相为人工智能（AI）数据中心锁定制核能，NextEra Energy Inc.正将其 位于美国威斯康星州（WI）和新罕布什尔州（NH）的核电站产生的大量电力，出售给寻求为 人工智能数据中心供电的大型科技公司。 该公司目前正向市场投放来自 Point Beach（威斯康星州） 和 Seabrook Station（新罕布 什尔州） 核电站的 1.7 吉瓦（GW） 发电容量。 七 巨 头 日 报 【 欧盟要求谷歌向竞争对手开放AI服务和数据权限 】 在最新一轮针对大型科技公司的监管行动中，欧盟要求 谷歌-C(GOOG.US) 在六个月内解除 安卓(Android)系统中阻碍竞争对手AI搜索助手的技术壁垒，并向其他搜索引擎提供关键数 据。欧盟监管机构依据其旗舰法规《数字市场法》宣布，将评估谷歌是否遵守有关安卓系统与 竞争性人工智能软件实现互操作，以及在公平条件下向 ...

Group 1 - The company supports and welcomes the decision to combat internal competition and maintain fair market order, ensuring the rights of consumers, operators, and delivery personnel [2] - The company emphasizes its commitment to resisting harmful competition within the industry and aims to innovate its supply chain model to promote high-quality development in the food delivery sector [2] - The company intends to better serve consumers, partner businesses, and delivery personnel while fostering innovation and healthy development in the food delivery platform service industry [2]

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation into the competitive landscape of the food delivery platform service industry, with major players like Meituan, Taobao Flash Purchase, and JD Delivery expressing their willingness to cooperate [2][4][6]. Group 1: Meituan's Position - Meituan highlights the prevalence of irrational competition characterized by price wars, subsidies, and traffic control in the food delivery market [2]. - The company advocates for a return to rational competition and opposes "involution-style" competition, aiming to promote innovation and healthy development within the industry [2]. Group 2: Taobao Flash Purchase's Commitment - Taobao Flash Purchase emphasizes the importance of fair competition as a core principle of market economy and a foundation for sustainable innovation and healthy development in the food delivery sector [4]. - The platform commits to adhering to relevant laws and regulations, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, while actively participating in the investigation [4]. Group 3: JD Delivery's Support - JD Delivery expresses strong support for the investigation and agrees with measures aimed at combating involution and maintaining fair competition [6]. - The company plans to innovate its supply chain model to promote high-quality food delivery services, thereby better serving consumers, partner merchants, and delivery personnel [6].

Core Viewpoint - The State Administration for Market Regulation of China has announced an investigation into the competitive landscape of the food delivery platform service industry, with major platforms expressing their support and commitment to cooperate with the investigation [1][2][3]. Group 1: Company Responses - Meituan has publicly stated its support for the investigation and aims to use this opportunity to collaborate with other platforms to fulfill market responsibilities and promote fair competition [1]. - Taobao Shanguo emphasized the importance of fair competition as a core principle of market economy and expressed its commitment to cooperate with the investigation while enhancing service quality [1]. - JD.com also expressed strong support for the investigation, advocating for fair competition and the protection of consumer and operator rights, while focusing on high-quality development in the food delivery sector [2]. Group 2: Industry Context - The investigation comes amid ongoing issues in the food delivery industry, including aggressive subsidy wars and price competition, which have been criticized for harming the real economy and intensifying "involution" competition [3]. - Despite previous regulatory discussions aimed at fostering fair competition, the competitive dynamics among platforms remain intense, with ongoing market battles and subsidy strategies [2]. - The investigation will involve various methods such as on-site verification, interviews, and surveys to gather comprehensive insights into competitive behaviors and stakeholder opinions within the industry [3].

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee has initiated an investigation and assessment of the market competition status in the food delivery platform service industry, prompting responses from major players like Meituan, Taobao Flash Sale, and JD Delivery [1][3][5]. Group 1: Company Responses - Meituan expressed strong support for the investigation, emphasizing the need for rational competition and opposing "involution" in the industry. The company aims to collaborate with other platforms to promote innovation and healthy development in the food delivery sector [1]. - Taobao Flash Sale highlighted the importance of fair competition as a core principle of market economy, committing to compliance with relevant laws and regulations. The company plans to work with merchants and partners to enhance service quality and maintain a fair market environment [3]. - JD Delivery welcomed the investigation, supporting measures to combat involution and protect the rights of consumers, operators, and delivery personnel. The company intends to innovate its supply chain model to promote high-quality food delivery services [5].

Group 1 - DoorDash, Inc. shares have decreased by 20% since reaching an all-time high in October 2025, following its acquisition of UK-based delivery service Deliveroo [2] - The market reaction was influenced by concerns over a "several hundred" issue, which has not been detailed in the provided text [2] - The Insiders Forum, managed by Bret Jensen, focuses on small and mid-cap stocks that insiders are purchasing, aiming to outperform the Russell 2000 benchmark [2]

Core Insights - Swiggy has launched a new health-focused meal segment called EatRight, aimed at consumers seeking healthier food options [1] - The service will be available in over 50 cities and includes more than 1.8 million dishes from over 200,000 restaurants [2] Group 1: EatRight Launch - EatRight features higher-protein dishes, lower-calorie options, and foods with no added sugar, catering to the growing demand for healthier meals [1][2] - The demand for healthier food has increased year on year at twice the rate in Tier-2 cities compared to metropolitan areas [2] Group 2: Market Strategy - Key markets identified for EatRight include Chandigarh, Guwahati, Ludhiana, and Bhubaneswar, where restaurant partners are creating new stock keeping units (SKUs) to meet health-conscious consumer preferences [3] - Swiggy's vice-president of food strategy, Deepak Maloo, emphasized that EatRight integrates healthier choices into users' regular ordering habits, reducing decision fatigue [4] Group 3: Additional Services - In August 2025, Swiggy launched DeskEats, targeting office-based customers in over 7,000 tech parks and corporate offices across 30 cities [5] - The company also introduced a corporate rewards program for employees in 14,000 organizations to enhance engagement among office workers [5]

Core Viewpoint - Alibaba is launching an AI-powered feature through Amap to help restaurants showcase their interiors, aiming to compete with Meituan in the food delivery and local services market [1][3]. Group 1: New AI Feature - The new service will allow restaurants to create 3D views of their premises by uploading existing photos or short videos, reducing the time and cost of producing promotional visuals [2]. - The system is based on Alibaba's visual "Wan" model, and initial access may be provided to a limited number of businesses at no cost [2]. Group 2: Market Competition - Alibaba is looking to increase its market share in meal delivery and has been using incentives and subsidies to support consumer services amid competition with Meituan and JD.com [3]. - The competitive pressure has affected profit margins and attracted regulatory scrutiny [3]. Group 3: Regulatory Environment - In July 2025, China's State Administration for Market Regulation (SAMR) held discussions with major online food delivery platforms, including Alibaba's Ele.me, to address price competition in the sector [4]. - The regulator emphasized the need for more rational competition among these companies [4]. Group 4: Strategic Alignment - The Amap project aligns with CEO Eddie Wu's goal of integrating AI across Alibaba's operations, similar to initiatives by other tech giants like Google and Tencent [5].

Core Insights - DoorDash (DASH) and Shopify (SHOP) are significant players in the e-commerce sector, with DASH leading in food delivery and expanding grocery services, while SHOP enhances its e-commerce presence through user-friendly tools and a vast app marketplace [1][2] Group 1: DoorDash (DASH) - DoorDash is experiencing growth due to increasing consumer demand for e-commerce and local delivery services, resulting in a notable rise in its e-commerce growth [3] - The company is investing in expanding its partner base for express grocery delivery, which strengthens its position in the on-demand delivery market [4] - In Q3 2025, total orders rose 21% year over year to 776 million, and Marketplace Gross Order Value (GOV) increased 25% year over year to $25 billion, indicating strong demand [5] - DoorDash's expansion into new verticals such as grocery, convenience, alcohol, and retail is a major contributor to its e-commerce growth [6] - For Q4 2025, DoorDash anticipates Marketplace GOV to be between $28.9 billion and $29.5 billion, highlighting its growth trajectory [7] Group 2: Shopify (SHOP) - Shopify is benefiting from a robust increase in its merchant base, with merchant solutions revenues in Q3 reaching $2.15 billion, accounting for 75.4% of total revenues [8] - The company is leveraging AI to enhance commerce, with its AI tool Sidekick adopted by over 750,000 shops, facilitating nearly 100 million conversations with merchants [9] - Shopify is attracting large enterprise brands like Estee Lauder and Michael Kors, which strengthens its position in the e-commerce market [10] - Over the past six months, Shopify's shares have risen 54.2%, outperforming DASH's 1.7% increase, driven by strong growth in its merchant and enterprise customer base [12][11] Group 3: Market Outlook - The e-commerce market size is projected to grow from $31.22 trillion in 2025 to $73.47 trillion by 2030, with a compound annual growth rate of 18.67%, benefiting both DoorDash and Shopify [2] - Shopify is expected to have a stronger upside due to its diversified merchant ecosystem and increasing enterprise adoption, with Q4 2025 revenues anticipated to grow at a mid-to-high twenties percentage rate year over year [21] - The Zacks Consensus Estimate for DASH's 2025 earnings is $2.22 per share, reflecting a 665.52% year-over-year increase, while SHOP's estimate is $1.45 per share, indicating an 11.54% increase year over year [18]