Economic Indicators - The US core inflation rate for May has been below expectations for the fourth consecutive month, indicating that businesses are largely absorbing higher tariff costs without passing them on to consumers[8] - The US May tariff revenue reached a record high of $23 billion, a year-on-year increase of $17 billion, representing a 270% growth[13] - The US budget deficit for May was $316 billion, a 17% decrease compared to the previous year[13] Market Performance - The Shanghai Composite Index rose by 0.52% to 3402.32 points, while the Shenzhen Component increased by 0.83% and the ChiNext Index gained 1.21%[1] - The Hang Seng Index closed up 0.84% at 24366.94 points, with the Hang Seng Tech Index rising by 1.09% and the Hang Seng China Enterprises Index increasing by 1.12%[1] Trade Relations - President Trump announced that China will "take the lead" in supplying rare earths and magnets as part of a framework agreement reached during US-China negotiations[8] - The framework agreement includes maintaining current tariff levels, which are lower than before Trump's presidency, and allowing Chinese students to enroll in US universities[8] Monetary Policy - Following the inflation data, the market is pricing in an over 80% probability of a Federal Reserve rate cut in September[8] - Trump has called for a 100 basis point rate cut from the Federal Reserve, arguing it would significantly reduce interest payments on maturing debt[8]

更多AIGC资讯 …… 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛 道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一 份产业日报） 1. 【迪士尼和环球影业对AI公司提起版权诉讼】当地时间6月11日，迪士尼和环球影业对人工智能公 司Midjourney提起版权诉讼，指控Midjourney盗版了这两家好莱坞电影公司的版权库，用于生成和 分发其著名角色的"无数未经授权的副本"。据了解，这是好莱坞大型公司首次卷入生成式人工智能的 法律纠纷。（环球网） 2. 【Mistral AI推出首个AI推理模型】法国科技公司Mistral AI表示，该公司推出首个AI推理模型 Magistral，将以开放版和企业版两种形式发布。Mistral AI称，该模型通过逻辑推理生成响应，同时 融合跨专业领域的专业知识，提供可追踪和验证的透明推理过程，旨在与AI发展前沿的竞争对手保持 同步。（广角观察） 3.【美团发布首款AI Coding Agent，编程"小白"聊天就能做游戏、网站】6月10 ...

Core Insights - Meituan officially launched its first AI Coding Agent product, NoCode, on June 10, which is a conversational AI programming tool designed to automate coding tasks through natural language interactions [1][2] - NoCode integrates Meituan's self-developed LongCat model, which has a scale of hundreds of billions of parameters and performs at a leading level in code generation benchmarks [1] - The product has been widely applied in various development scenarios, showcasing its practicality and ability to simplify the development process for users without programming experience [2][3] Group 1 - NoCode allows users to create custom websites and software tools without any coding background, making it accessible for "0-basic" users [1] - The model is optimized for web front-end development, efficiently understanding and generating HTML, CSS, and JavaScript [1] - Meituan's R&D investment reached 5.8 billion yuan in Q1, a 15% year-on-year increase, indicating a strong commitment to AI development [1] Group 2 - The product emerged from an internal "hackathon" and was developed in just six months, highlighting the company's agile innovation process [2] - Meituan plans to launch additional AI application assistants within the year, further enhancing its AI capabilities [1][2] - The introduction of NoCode is expected to help small and medium-sized businesses reduce their reliance on SaaS services and outsourcing teams, strengthening the connection between the platform and merchants [2]

Core Insights - Meituan has officially launched its first AI Coding Agent product, NoCode, which allows users with no programming background to create websites and software tools through natural language interactions [1][2] - The NoCode tool integrates Meituan's self-developed LongCat model, which has a scale of hundreds of billions of parameters and performs comparably to leading models like GPT-4o and Claude-3.5-Sonnet in various benchmarks [1] - The product has been optimized for web front-end development, enabling efficient understanding and generation of HTML, CSS, and JavaScript code [1] Group 1 - NoCode was developed in just six months, originating from an internal "hackathon" event, and has already been widely used in various applications such as mini-games and ordering systems during its beta testing phase [2] - The official release of NoCode has further streamlined the development, testing, deployment, and bug-fixing processes, allowing users to complete complex tasks quickly without programming experience [2] - Approximately 50% of new code generated by Meituan employees is now produced by AI tools, with over 90% of engineering team members utilizing AI programming tools [2] Group 2 - The launch of NoCode aims to simplify programming tasks for small and medium-sized businesses, lowering the barriers to IT and digitalization [2] - Meituan plans to gradually open up more capabilities of its self-developed AI products in the future to promote technological inclusivity [2]

Drone Delivery Enhances Efficiency. The introduction of drone delivery significantly improves fulfillment capacity and cost efficiency. Drones supplement human riders during peak hours while materially reducing delivery costs. With 7.45 million delivery riders as of 2024, Meituan estimates that replacing one-third with drones could cut overall delivery costs by 25–30%, unlocking billions in long-term savings. By end-2024, Meituan operated 53 drone delivery routes and had completed over 450,000 cumulative or ...

美团CEO王兴 视觉中国 资料图 美团CEO王兴首次正面回应外卖行业的竞争格局。 "中国外卖行业已经进入新的发展阶段"，5月26日晚，在美团财报电话会上，美团（03690.HK）CEO王兴表示，市场竞争有助于促进行业发展，尤 其有助于闪购为代表的即时零售加速发展，但低质低价的"内卷式"竞争长期来看不可持续。 近期，部分平台进入外卖行业，通过补贴等策略发起竞争。针对这一话题，王兴回应称，欢迎更多的新玩家进入外卖和即时零售市场，但竞争最终 需要回到商业的本质，中国外卖行业已经发展到新阶段，外卖平台和商户都不应回到很多年前依靠激进补贴驱动的竞争模式，平台需要同时服务好 消费者、商家和骑手等各方利益相关者，才能可持续发展。 当天，美团发布2025年第一季度业绩报告显示，一季度总营收同比增长18.1%至866亿元，利润为101亿元，而2024年同期为54亿元，同比增长 87.3%；调整后的净利润为109亿元，而2024年同期为75亿元，同比增长46.2%。 和京东在外卖领域的交战无疑是此次财报的热点话题，此外，王兴还披露了在AI和出海方面的新进展。 谈到外卖行业竞争，王兴在电话会议中直言，将采取一切必要措施来赢得这场竞 ...

" 今年两块投入或达大几十亿元。 " 作者丨应梅 编辑丨代聪飞 发布2024年Q4及全年财报后，美团释放了两个今年将重点投入的方向： 出海、AI。 出海业务的花费首次较为明显地体现在2024年Q4财报中。在优选等新业务持续减亏的情况下，美团新业 务Q4环比Q3，新增了12亿元亏损。当然，全年来看新业务在2024年大幅减亏，相比2023年依然减亏超 百亿元。 多位投资者表示，出海亏损还在预期之内。从过去2024年的业绩来看，美团并不打算牺牲利润去做出海业 务的投入。而是相对谨慎地扩张。 知情人士向雷峰网表示， 当初做香港市场美团考察了很久，做沙特市场美团也准备了两年。 2023年5月 美团外卖国际版Keeta在香港上线后，时隔一年半，于2024年10月上线沙特首都利雅得。当下出海有了 一些新进展，已经确定在中东市场更多国家扩张。 3月21日晚的财报电话会上，美团CEO王兴谈了十几分钟AI，首次较为详细谈论美团的AI布局和进展。美 团过去一年GPU资源投入达数十亿元。王兴进一步释放信号，今年会加大这方面的资本支出。了解更多美 团出海和AI投入的信息，欢迎添加微信 zymcfip 交流~ GPT3.5问世两年以来， ...

1.曝蚂蚁集团AI训练取得突破：使用国产芯片，成本降低20%，可媲美英伟达H800芯片 2. 曝华为前副总裁邓泰华正式担任智元董事长兼CEO，腾讯入股，注资增加至8045万余元 3. 李斌最新沟通会：回应300元洗手液、4000万年租金，已赶走20多个VP 4.哪吒汽车高管陆续离职，首席技术官加入奇瑞汽车，智驾高级总监王俊平加入商汤绝影 5.比亚迪公布2024年年报：营收7771亿元，全球销量427万辆，高管薪酬曝光 6.小米集团：配售8亿股筹资425亿港元，用于业务扩张、研发投资等领域 7.OpenAI权力调整：CEO奥特曼聚焦研发，COO扩大职责 8.继奔驰之后，Stellantis在美国开启新一轮买断计划，员工可选择自愿离职 今日头条 HEADLINE NEWS 曝蚂蚁集团AI训练取得突破：使用国产芯片，成本降低20%，可媲美英伟达H800芯片 3月24日消息，近日，蚂蚁集团CTO、平台技术事业群总裁何征宇带领LingTeam团队，利用AIInfra技 术，开发了两个百灵系列开源MoE模型Ling-Lite和Ling-Plus，前者参数规模168亿，Plus基座模型参数 规模高达2900亿，相比之下，A ...

以下文章来源于36氪未来消费 ，作者任彩茹 36氪未来消费 . AI则是更"未来"但也够"紧迫"的事项。在电话会上，王兴说"请允许我明确传达一个关键信息"——"在人工智能的起步阶段，我们的策略是进攻，而不是防 守。当这样具有根本性革命性的事物出现时，唯一有意义的策略就是不要试图用现有的方式进行防御。" 在这里看到消费的未来。36氪旗下官方账号。 核心业务常态发展之外，迎接"既兴奋又害怕的事"。 文 ｜ 任彩茹 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ IC photo "2024年对美团来说是重要的一年。" 这是3月21日晚的电话会上，王兴说的第一句话。这一年，美团的各项核心业务没再遇见新的激进式竞争，但以"到家到店两大事业群整合"为代表，内部的 自我变革几乎是近几年里最重大的。与此同时，去香港、去中东接连告捷，为这家公司续上了新时代的故事。 着眼最近的这个Q4，美团取得了怎样的成绩？ 收入上，美团较去年Q4同比增长20.1%至885亿元，核心本地商业和新业务两大分部均实现双位数增长。利润上，经营利润率由去年同期的2.4%升至7.6%， 实现67亿元经营溢利。 整体无功无过 ...