China's food-delivery crackdown isn't just about subsidies. It's about what replaces them when cheap money and discounts disappear. And that's where JD.Com Inc (NASDAQ:JD) looks nothing like Meituan (OTC:MPNGF).Track JD stock here.Meituan still relies on people—nearly 7 million riders, each more expensive and more regulated each year. JD is taking a different path. It's building what it openly calls a ‘Wolf Pack’: roughly 3 million delivery robots, 1 million autonomous vans, and 100,000 drones, all designed ...

January 12, 2026 01:53 AM GMT China Internet and Other Services | Asia Pacific State Council to Investigate Food Delivery Platforms With intensified food delivery competition recently, we think this is a strong stance from the government on anti-involution. We believe this will help ease recently elevated concerns on rising cash burn in food delivery / quick commerce from BABA and Meituan. What's new: The General Office of Anti-Monopoly and Anti-Unfair Competition Commission has decided to launch an investi ...

贵州日报天眼新闻记者 翟培声 转自：贵州日报 1月6日上午9点30分，毕节市黔西市里沙大道上的美团外卖黔西站，张兵攥着身份证跨进大门——这是 他成为外卖骑手的第一天，也是毕节市3.2万名新就业群体融入城市生活的写照。 带着刚做完手术的孩子，46岁的张兵没法像往常一样出远门打工。为了挣钱补贴家用，他便在黔西城里 租房找活。几番打听后，外卖骑手这份能自主安排接单时间、多劳多得的工作，成了他的最优选择。 "来，先录入配送账号。这是电动车租赁合同，填完信息我们去取车。"站长金宇备好手续，引导张兵填 好信息、按下手印。很快，工作服、安全头盔和电动车悉数到位，金宇还贴心地帮他组装好配送箱。 10点半，一切准备就绪，张兵深吸一口气点下"上线"按钮，身旁站着带新人的师傅詹国。没一会儿，第 一个订单弹出：从黔西金凤大道取餐，送往4公里外的麓山院小区。 刚驶出数百米，张兵的电动车越来越没"劲"，他赶紧将车靠边。送餐时间一分一秒流逝，他心里焦急起 来。"不急，马上联系站里！"詹国的声音及时响起。几分钟后，金宇骑着备用电动车赶来，麻利地装好 配送箱，张兵重新出发。 5分钟后，商家备好货，张兵骑车一路疾驰，脸颊冻得通红，心里只惦记着准 ...

Core Viewpoint - The article discusses a recent incident involving a purported whistleblower from a food delivery platform, which turned out to be an AI-generated hoax, highlighting the challenges of verifying information in the age of AI [4][6][23]. Group 1: Incident Overview - A user claiming to be a software engineer from a food delivery platform alleged that the company manipulates algorithms to harm consumers and delivery workers [5][8]. - The allegations included tactics such as delaying regular orders to make paid priority orders appear faster and charging a "regulatory response fee" to lobby against driver unions [8][10]. - The whistleblower claimed the platform uses a "Desperation Score" to categorize drivers based on their willingness to accept low-paying orders, which affects their access to higher-paying jobs [8][10]. Group 2: Investigation and Verification Challenges - A journalist contacted the whistleblower for more information, but inconsistencies in the whistleblower's communication raised suspicions about the authenticity of the claims [14][19]. - The whistleblower provided a document claiming to be from Uber's market dynamics team, which contained detailed descriptions of the alleged practices, but also included irrelevant information about regulatory evasion [16][18]. - AI detection tools later confirmed that the employee ID provided by the whistleblower was likely generated or edited by AI, raising further doubts about the legitimacy of the claims [20][24]. Group 3: Broader Implications of AI in Information Verification - The article emphasizes that the rapid advancement of AI tools has made it easier for fraudsters to create convincing false narratives, increasing the difficulty for journalists to verify information [23][25]. - The phenomenon of deepfakes and AI-generated content is leading to a growing distrust in information, as the public may begin to view all information as potentially deceptive [26][28]. - The article concludes that the evolution of deepfake technology is contributing to a future characterized by uncertainty and skepticism towards factual information [28].

Photographer: Na Bian/Bloomberg Shares of China’s biggest food-delivery firms climbed as the nation’s top antitrust body launched a probe into competition practices in the sector, spurring hopes that authorities will rein in subsidy-driven price wars. Market leader Meituan’s stock rallied 6.6% in Hong Kong, the most since May 29. Shares of Alibaba Group Holding Ltd., the biggest challenger to Meituan, rose 5.3% while those of JD.com Inc gained more than 2%. Most Read from Bloomberg “The increased scru ...

近日，海外版《外卖骑手困在系统里》在 Reddit 上发酵，获得了超过 8.7 万赞，直冲首页。 一个名为 Trowaway_whistleblow 的新注册用户声称自己是某外卖平台的软件工程师，即将离职，准备揭露公司的黑幕。 这是一个符合大众对「万恶资本」的想象的故事，但也是一场 AI 生成的骗局。 DoorDash 确实曾因窃取司机小费被起诉，最终支付了 1675 万美元的和解金。 零工经济平台对劳动者的剥削早已不是秘密。 纽约市配送员倡导组织 Los Deliveristas Unidos 在一份声明中说「这些指控之所以令人不安，不是因为它们 令人震惊，而是因为它们符合配送员非常熟悉的模式」。 当新的指控出现时，人们几乎本能地选择相信。 原贴截图 帖子详细描述了平台如何操纵算法损害消费者和配送员的利益，细致程度让你很难怀疑这是编的：比如故意延缓普通订单的配送速度，让付费的优先订单 显得更快，又或者收取所谓的「监管响应费」，实际上却用这笔钱游说反对司机工会。 最让人难以接受的是：举报人称平台会根据司机接单的时间和频率计算一个「绝望程度评分」（Desperation Score），如果一个司机总是在晚上 1 ...

外卖骑手的时间被谁"偷"走了？ 平台"偷时间"系谣言，但计时规则挤压配送时长、收入下降成真问题 羊城晚报记者 罗清峣 实习生 符译丹 "1分钟不等于60秒？"近日，一则外卖骑手实测视频引发热议。有骑手称，淘宝闪购App倒计时"1分 钟"仅相当于现实42秒，质疑平台"偷时间"。 1月9日，该视频被查实系网民李某某为博取流量恶意剪辑造假，其已被依法行政处罚。记者随后以兼职 骑手身份进行实地测试，未发现平台存在系统性"偷时间"行为。 1月9日，据媒体报道，该说法被查证为谣言。经查，网民李某某为博取流量关注，通过恶意剪辑、加速 视频等手段编造虚假内容，并在社交平台散布，误导公众认知。淘宝闪购已报案，目前李某某已被依法 行政处罚。 为了验证"平台是否偷时间"，1月9日，记者在"蜂鸟众包"App注册账号，以兼职骑手身份接入淘宝闪购 配送系统，并进行了一次实地计时测试。 在完成到店取货、点击"确认到店"后，系统显示剩余配送时间为16分钟。当界面跳转至"剩余15分钟"的 瞬间，记者立即用另一部手机启动秒表；待系统时间跳至"剩余14分钟"的那一刻，记者随即停止计时。 结果显示，这一分钟倒计时实际耗时58秒。考虑到手动操作存在一 ...

Core Viewpoint - The article discusses the controversy surrounding a Reddit post by a self-proclaimed whistleblower from Uber Eats, which claimed systemic exploitation of delivery workers through algorithms. The post gained significant attention but was later revealed to be fabricated, raising questions about trust in information related to platform economies and algorithm governance [4][21]. Summary by Sections Incident Overview - A Reddit user, claiming to be an Uber Eats software engineer, posted allegations about the company's exploitation of delivery workers and consumers through its algorithms. The post described how the platform manipulates delivery speeds and charges fees to undermine driver unions [4][5]. Viral Spread and Public Reaction - The post received 86,000 upvotes and was widely shared, with millions of views across social media platforms. It resonated with public sentiment due to previous legal issues faced by delivery platforms like DoorDash, which had to pay $16.75 million for misappropriating driver tips [5][7]. Investigation and Debunking - Journalist Casey Newton investigated the claims and found inconsistencies in the whistleblower's communication and the authenticity of the provided evidence, including an employee ID and a lengthy internal document. Ultimately, it was confirmed that the whistleblower was not a real employee and the claims were likely fabricated using AI tools [12][19]. Implications for Trust and Information - The incident highlights the complexities of trust in the digital age, where misinformation can easily gain traction, especially in contexts where there are real concerns about labor exploitation. The article suggests that the debate over the authenticity of the claims reflects broader anxieties about algorithmic transparency and the integrity of information sources [21][27].

Core Insights - The report indicates a slight growth in mobile internet traffic in Q3 2025, with user behavior shifting towards low-frequency deep usage. Monthly active devices reached 1.452 billion, a 0.83% increase from Q2 2025. Daily usage frequency decreased by 2.9% to 59.8 times, while usage duration increased by 2.3% to 282.9 minutes, indicating a deeper engagement from users [1][2][6]. User Changes - The proportion of unmarried users increased to 32.7%, up by 1.39% year-on-year, with growth driven by the unmarried demographic in mid-to-high tier cities. Users aged 35 and below accounted for 49.1% of the total, with a 4.2% increase in users from second-tier cities and above [2][8]. - User preferences vary significantly by age, with Gen Z (born after 2000) favoring gaming and entertainment, while the 25-30 age group shows a preference for parenting and childcare content [2][16]. Industry Changes - The food delivery sector saw a temporary surge in traffic due to intense competition among major players like Meituan and Ele.me, but subsequent growth has been weak. In contrast, the travel sector is experiencing steady growth, with a 15% year-on-year increase in usage duration [3][61]. - The artificial intelligence sector is witnessing rapid growth, with monthly active users reaching 470 million and a year-on-year increase of 321% in language model users, reflecting strong market demand [3][37]. - The gaming services sector is facing overall decline, with intensified competition among existing players, although MOBA and shooting games are experiencing growth [4][76]. APP Changes - In September 2025, the top three apps with over 100 million monthly active users were Railway 12306, Doubao, and Quanmin K Ge, while the top three apps with over 50 million monthly active users included Tencent Yuanbao, Soda Music, and Zhuanzhuan [5][81][82].

Wolfe Research sets a price target of $110 for Uber Technologies Inc. (NYSE:UBER), indicating a potential increase of 36.24% from its current price.Despite competition and a downgrade, Uber's financial performance and growth in core services remain strong, with a 20% increase in revenue and a 21% rise in gross bookings year-over-year.The Federal Reserve's rate cuts have positively impacted growth stocks like Uber, contributing to a 57% increase in its stock over the past five years.Uber Technologies Inc. (N ...