记者丨孔海丽 编辑丨骆一帆 视频丨杨浩凯 11月17日，京东集团创始人刘强东在京东三亚品酒会上抛出两个重磅消息， 京东外卖独立 APP正式上线，推出京东点评。 京东承诺，点评"永不商业化"。 京东此举，在本就白热化的本地生活服务市场掀起了新波澜，直接向美团大众点评、阿里高 德扫街榜发起差异化竞争，本地生活服务的"三国杀"格局全面成型。 "真榜单，不说假话" 刘强东在演讲中明确，京东外卖上线独立APP，是因为"之前很多人搜京东外卖发现没有独立 APP，导致很多用户找不到我们的外卖入口，根据用户的需求，我们把京东外卖APP独立了出 来，对于经常点外卖的朋友会更加方便容易。" 21世纪经济报道记者留意到， 京东点评位于首页品质生活专区， 包括"找美食、住酒店、挑 好物、去哪玩"等子频道。 京东真榜作为京东点评的首期力作，采用"AI全网评+复购+用户盲测"测评模型，对菜品进行 严格挑选和真实点评，实现万人共荐，不说假话。 京东希望，将品质信任从商品零售延伸至本地生活，构建起一套真实、客观、全面的本地生 活消费评价体系。 京东点评补全了京东在本地生活评价领域的关键版图。该产品以图文形式呈现本地生活分享 内容，"永不商业 ...

21世纪经济报道记者孔海丽 北京报道 11月17日，京东集团创始人刘强东在京东三亚品酒会上抛出两个重磅消息，京东外卖独立APP正式上 线，推出京东点评。京东承诺，点评"永不商业化"。 京东此举，在本就白热化的本地生活服务市场掀起了新波澜，直接向美团大众点评、阿里高德扫街榜发 起差异化竞争，本地生活服务的"三国杀"格局全面成型。 刘强东在演讲中明确，京东外卖上线独立APP，是因为"之前很多人搜京东外卖发现没有独立APP，导 致很多用户找不到我们的外卖入口，根据用户的需求，我们把京东外卖APP独立了出来，对于经常点外 卖的朋友会更加方便容易。" 21世纪经济报道记者留意到，京东点评位于首页品质生活专区，包括"找美食、住酒店、挑好物、去哪 玩"等子频道。 京东点评的入局，与美团大众点评、阿里高德扫街榜形成三足鼎立之势。 京东点评承诺"永不商业化"，聚焦真实分享。 以首期"京东真榜"为例，其中，复购指标以京东超7亿年活跃用户真实复购量为依据，筛选持续受消费 者认可的招牌好物；同时，组建10万名京东求真官进行用户盲测，采用"买吃分离"机制：菜品随机分 配、用户盲吃评价、官方客观记录，从而剥离环境、品牌等外部干扰，使评价 ...

Group 1 - Nomura indicates that Meituan's food delivery business remains competitive in Q3 while maintaining its leading position, with an instant retail target of over 2 trillion yuan by 2030, and a stable landscape in the hotel and travel sector, although new businesses are contracting domestically and incurring losses overseas [1] - HSBC believes that consumer stimulation may become a key focus during the 14th Five-Year Plan, with foreign capital showing interest in AI, biotechnology, and electric vehicles, while sovereign funds from the Middle East are shifting their focus to Asia [1] - Alibaba's Gaode has launched a "Street Scanning Ranking" and issued 1 billion yuan in subsidies, aiming for a daily increase of 10 million customer flows, covering 7 million restaurants nationwide [1] - Taobao has restarted Koubei, collaborating with Gaode and Ele.me to promote group buying, planning to invest 1.4 billion yuan, with a target of reaching 5 million daily orders by the end of the year [1] Group 2 - Guolian Minsheng Securities points out that stocks in the Hong Kong technology sector with robotics concepts have significantly outperformed their peers, with nearly 70% of the top 30 automotive parts companies by mid-2025 being related to humanoid robotics, including Hengbo Co. and Jiuling Technology, both of which have seen increases exceeding 200%, indicating a strong driving effect of AI terminal carriers on Hong Kong technology stocks [2] - Minsheng Securities observes that the profitability in the technology sector is increasingly polarized in Q2 2025, but high-quality sectors like robotics show strong resilience, with the development rhythm of the industry chain comparable to the "computing power-carrier-application" three-stage evolution pattern of the 4G era, currently still in the early stages of computing power and model breakthroughs [2]