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高德宣布为全国餐饮商家免一年入驻年费
Jing Ji Guan Cha Wang· 2025-09-23 06:48
经济观察网9月23日,高德宣布,即日起为全国所有餐饮商家免一年入驻年费,并为商家提供流量补 贴、专属客服、智能收银等一系列支持服务。 ...
腾讯地图全栈开放AI能力:从「出行工具」演进为「智能引擎」
Sou Hu Cai Jing· 2025-09-19 14:56
Core Insights - Tencent Maps launched the GAIA platform, marking a strategic shift from "digital infrastructure" to "intelligent growth engine" [2] - The platform integrates Tencent's models to provide a comprehensive AI productivity base, facilitating precise business decisions across industries [2][3] - The role of map products is evolving from static tools to dynamic engines that support perception, cognition, and decision-making in the digital world [2] Industry Applications - Tencent Maps aims to provide a dynamic digital foundation for real-time data integration, enhancing user experience in travel services [3] - The platform supports various sectors, including retail, tourism, and logistics, by enabling intelligent decision-making and performance growth [3] - Daily processing of over 100 billion location data points serves 1 billion users, creating a data loop that enhances application across multiple fields [3] Collaborative Success Stories - McDonald's China reported improved site selection efficiency and accurate revenue forecasting through collaboration with Tencent Maps [4] - Xiaohongshu leveraged Tencent Maps for overseas market expansion, integrating "map + social" features to create a seamless online-to-offline experience [5] - Companies like Qiji Mobility and Wenyan Zhixing shared insights on optimizing travel experiences and the importance of high-precision maps for autonomous vehicles [5]
解锁新可能!腾讯地图全栈开放 AI 能力,进入智能体时代
Nan Fang Du Shi Bao· 2025-09-17 16:22
Core Insights - Tencent launched the "GAIA" platform at the 2025 Global Digital Ecosystem Conference, marking a strategic shift from digital infrastructure to an intelligent growth engine, aimed at facilitating digital transformation across various industries [1][2] - The demand for spatiotemporal intelligence is surging, with many enterprises facing challenges such as high technical barriers and low implementation efficiency [2][4] - The GAIA platform integrates Tencent's large models and spatiotemporal data, significantly lowering the barriers for industries to adopt spatiotemporal intelligence technologies [6][19] Group 1: Strategic Developments - Tencent Maps aims to provide a dynamic digital foundation through real-time data integration, enhancing user experience in travel services [4][19] - The platform supports various sectors, including retail, tourism, and logistics, by enabling intelligent decision-making and performance growth [4][6] - The company processes over 100 billion location data points daily, serving 1 billion users, creating a data loop that enhances service quality [4][6] Group 2: Industry Applications - Collaborations with partners like McDonald's have demonstrated the effectiveness of integrating Tencent's LBS data with operational data to improve site selection and revenue forecasting [8][10] - In the social content sector, platforms like Xiaohongshu have leveraged Tencent Maps for overseas expansion and innovative features, creating a seamless online-to-offline experience [10][12] - The transportation sector benefits from Tencent Maps' real-time traffic data and route optimization, enhancing operational efficiency for ride-hailing services [12][14] Group 3: Technological Innovations - The release of the Smart Driving Map 9.0 signifies a shift to a dynamic experience database, enabling real-time traffic awareness and predictive capabilities [17][19] - The new version offers features like intelligent navigation and collaborative data sharing with automotive companies, enhancing the driving experience [17][19] - Tencent Maps is entering a new technological cycle driven by AI, focusing on user-centric strategies and ecosystem partnerships to drive growth [19]
过去一周“锅气”小店火了 高德扫街榜上榜烟火小店流量增长187%
Bei Jing Shang Bao· 2025-09-17 13:14
Group 1 - The core idea of the news is the significant increase in foot traffic to local eateries, referred to as "smoky small shops," following the launch of the Gaode Street Ranking, with a reported 187% growth in traffic for listed shops in the first week [1] - The Gaode Street Ranking, launched by Alibaba's Gaode Map, is the world's first service ranking based on actual in-store behavior, aiming to create a new offline service credit system to support dining and service consumption [7] - The user base for the Gaode Street Ranking has exceeded 40 million, making it the largest food review ranking in China [7] Group 2 - In the past week, various local eateries across China, such as home-style restaurants in Beijing and clay pot rice shops in Guangzhou, have seen an influx of new customers, indicating a shift in consumer behavior towards seeking out these lesser-known establishments [3] - In Beijing, the top 10 "smoky small shops" on the Gaode Street Ranking have received high ratings, all above 4.6, showcasing the popularity of these hidden gems [4] - Gaode Map has initiated the "Support for Smoky Good Shops" program, providing over 1 billion yuan in subsidies and daily exposure of 50 million in traffic to encourage users to dine in these local establishments [7]
长城证券:维持阿里巴巴-W(09988)“买入”评级 高德推出“扫街榜”布局到店业务
智通财经网· 2025-09-12 08:04
Group 1 - The core viewpoint of the reports is that Alibaba maintains a "buy" rating, with projected revenues of 1.06/1.18/1.30 trillion yuan and adjusted net profits of 125.6/159.9/190.3 billion yuan for FY2026-FY2028, corresponding to PE ratios of 19.9/15.6/13.1 times [1] - Alibaba's synergy between instant retail and its main e-commerce platform is significant, further enhancing its "big consumption platform" strategy, while its cloud business is expected to benefit from AI applications and the commercialization of AIAgent [1] - Gaode Map, a subsidiary of Alibaba, launched the "Gaode Street Ranking," the world's first ranking based on user behavior, to support offline dining and service consumption, covering over 300 cities in China [1] Group 2 - Following the launch of Taobao Flash Sale, Alibaba has further expanded its offline business with the introduction of Gaode's "Street Ranking," which is expected to create synergies with its home delivery services [2] - The complexity of offline consumption scenarios is lower than that of delivery services, which reduces fulfillment and delivery costs, thus increasing profit margins [2] - Gaode Map's average DAU reached 186 million by July 2025, six times that of Dianping, indicating a strong traffic advantage, and it aims to become a "super app" in the domestic market by integrating various services [2]
阿里巴巴美股大涨8%创近4年新高,港股涨超5%
Sou Hu Cai Jing· 2025-09-12 05:15
美东时间9月11日,阿里巴巴美股隔夜暴涨8%,刷新2021年底以来的新高。受阿里暴涨带动,纳斯达克 中国金龙指数周四收涨2.89%,创3月底以来新高。 而在消费业务板块,9月10日,在阿里巴巴成立26周年之际,阿里集团旗下高德地图正式推出"高德扫街 榜",当前该产品已经上线高德APP的一级流量入口,产品形态直指美团旗下的大众点评。 高德方面称,此榜单基于用户真实导航和出行行为,引入蚂蚁金服旗下的芝麻信用,将真实的导航到店 行为与评价反馈结合起来,希望通过用户的"行为+信用",避免常规榜单容易被刷分、注水的问题。 高德地图是阿里旗下仅次于淘宝的第二大APP,用户规模10亿,DAU(日活)达到1.7亿,日均1.2亿次 本地生活搜索量。 9月12日,港股开盘,阿里巴巴-W高开5.86%,也创下2021年11月来新高。截至9月12日中午收盘,阿里 收涨5.93%,报收每股151.8港元,总市值28952亿港元。 消息面上,有媒体报道,阿里的自研AI芯片已经在测试中。 9月2日,据《科创板日报》,除了外部采购,阿里自身也在积极自研芯片。 早在2018年云栖大会期间,阿里就宣布成立一家独立运营的芯片公司——"平头哥半导体 ...
高德“扫街榜”引爆线下消费革命!9月10日起,刷好评时代终结,中国消费迎来新篇章
Sou Hu Cai Jing· 2025-09-11 04:10
Core Insights - Gaode's "Street Ranking" revolutionizes the credit system by focusing on user behavior and credit rather than traditional review systems, utilizing AI algorithms to analyze consumer data for authentic rankings [2][3] - The introduction of the "Smoke Fire Good Store Support Plan" aims to stimulate offline consumption with a budget of 200 million yuan, enhancing convenience for consumers and providing growth momentum for small and medium-sized businesses [4][6] - The combination of the "Street Ranking" and the support plan signifies a new phase in China's offline consumption, promoting high-quality merchants based on genuine reputation and service [5][6] Group 1: Gaode's Innovations - The "Street Ranking" uses user travel trajectories and consumption frequency to assess merchants' true reputation, eliminating the influence of fake reviews [2][3] - High credit individuals' evaluations are weighted more heavily in the rankings, increasing the credibility of the lists [2] - The ranking system includes categories like the Tire Wear Ranking, Repeat Customer Ranking, and Local Popularity Ranking to highlight merchants' strengths [2] Group 2: Impact on Consumption - The "Smoke Fire Good Store Support Plan" is designed to activate offline consumption by providing travel subsidies, traffic support, and data empowerment for merchants [6] - Gaode's initiatives are expected to lead to over 10% growth in the offline consumption market by Q4 2025 due to enhanced consumer trust and experience [5][6] - The new evaluation system is anticipated to improve consumer experience and stimulate spending, marking a shift towards high-quality development in the domestic consumption market [5][6]
闭关60多天,阿里又憋出大招
创业邦· 2025-09-11 03:09
阿里还是那句老话:让天下没有难做的生意。 作者丨赵晓晓 编辑丨关雎 图源丨作者拍摄 "项目在 6 月底立项,保密级别很高, 20 多个人从北京调集到杭州,在这栋楼封闭办公,外人进不来。"高德地图产品经理、高德扫街榜产品负责人李刚 说。据阿里一位员工透露,这个项目在阿里是 S 级别。 " 高德扫街榜 " 主要分为美食、酒店、景区三类, 美食是最核心的内容板块, 尤其以线下餐饮商家的榜单为主,此外还包括一些特色美食榜单, 点开扫 街榜,还能看到 " 本地人爱去 "" 多次前往 "" 烟火小店 " 等 榜单。 "有点像谷歌地图的模式。"当创业邦把这个信息分享出去时,一位行业人士回复说。但在高德内部,这是个完全从零到一的产品。 在阿里周年庆当天发布的产品,人们普遍期待颇高,不少媒体以为 "马云会出来演讲",或者是一个特别重大的新产品,但没人相信是传言中的"高德相 关"。 "一个扫街榜算得上是'重磅新闻'吗?"创业邦在一个几人小群里看到这样的问题。有资深行业人士说,"单看这个项目确实算不上,如果放到阿里的即时零 售生态里,就是足够关键的一步。" 一个闭关 60 多天的项目 "高德 扫街榜 "项目立项 是在今年 6 月, ...
腾讯地图即将发布AI新品,解锁“AI+时空智能”产业新路径
Sou Hu Cai Jing· 2025-09-11 02:42
2025年腾讯全球数字生态大会将于9月16-17日在深圳国际会展中心举办。作为本届大会的重要亮点之一, 腾讯地图将在9月17日的专场中首次发布「腾讯地图时空智能开放平台」——盖亚(GAIA),以"地图能 力全栈开放,AI驱动经营增长"为主题,重构时空智能产业生态。 专场议程将从战略与实践两个维度展开。腾讯集团副总裁、智慧出行总裁钟翔平将系统阐释"AI+地图"作 为数字世界基础设施的战略价值,腾讯地图副总裁张治东则将聚焦"地图AI如何为企业降本增效",带来全 新产业赋能思路。小红书、麦当劳、如祺出行、文远知行、航班管家等企业代表也将登台分享多领域的实 战案例,展示腾讯地图技术在零售、出行、智驾等行业的应用价值与增长潜力。 专场介绍 2025年腾讯全球数字生态大会将于9月16-17日在深圳国 际会展中心举办。本届大会以"智·向远大ASPIRING INTELLIGENCE"为主题,以"云"为载体,更深入地探索 智能,更具远见地布局全球市场,持续不断为全球企业创造更 大价值。 本次,腾讯地图产业应用专场将重磅发布「腾讯地图时空 智能开放平台 | 盖亚(GAIA),通过打造全栈式、产业级的时 空智能开放生态,传递腾讯 ...
高德震撼上线!10亿人「走出」的扫街榜,牛在哪?
Sou Hu Cai Jing· 2025-09-10 14:25
打开社交媒体或者内容平台,总能看到「必吃榜」「网红榜」,可真到亲自走一趟,体验往往大打折扣。甚至有人总结出一条反直觉的经验——餐厅评分越 高,越要警惕它可能只是营销的产物。好评可以刷,广告可以买,今天消费者早已被眼花缭乱的排名和推荐所裹挟。 图片来源:雷科技 评论可能会造假,但无数人的真实行为数据不会骗人。 而与其说高德想做一份排名,不如说它想在冰冷的数据背后,找回那份「人间烟火」。无论是藏在小巷的老馆子,还是跨城值得一去的招牌店,高德扫街榜 的目标,都是让真正的好店被看到,让用户的选择回归真实。 就像阿里创始人马云所言,高科技不光要追求星辰大海,更要呵护人间烟火。今天来看,阿里选择了用一份 10 亿人用脚投票真实的榜单,打开烟火气十足 的「本地生活」。 高德扫街榜上线,做最好的「当地朋友」 去一座城市旅行、出差,寻觅美食几乎每个人的必修课。不同人有不同的方式和习惯,但在大多数人的心里,最靠谱的答案往往是:问下「当地朋友」。因 为只有真正生活在这座城市里的人,才知道哪家小店值得走上几公里,哪家馆子才是藏在巷子里的烟火气。 高德这次上线的「扫街榜」,某种意义上就是要成为所有人最好的「当地朋友」。 但消费者真正需 ...