Meituan

121 atoms · 跨 27 天 · 首见 2026-04-16 · 最近 2026-07-03

三色: 🟦 fact 94 · 🟥 take 27 · stance ▲27/▼17/◆35

叙事状态: ⚔️ contested (分歧) · 📈 加速 · 策展近14d 1 atom · 🐦 X 近14d 48

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 120 · 卖 1

时态: fresh:117 · aging:2 · stale:2

标签: 好数字:57 · 好信源:46 · 好观点:27 · 好思考:4

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 7 位作者 (KOL7) vs ▼ 4 位作者 (KOL4)

⚖️ 多头 7/7 来自KOL

📄 广泛报道的事实 · 3 个

💢 核心分歧 (4 轴)

1. 万亿AI模型 估值叙事 vs 是烧钱陷阱

*topic: 盈利能力/资本开支/营收 · 5 bull vs 6 bear*

🟢 bullish 侧:

• <a id="atom-2bbf1965d98cc84b"></a>2026-06-02 X·@yicaichina · 股价变化 · 盈利能力/价格动态 +同日1条
  Meituan Rises as Loss Shrinks in First Quarter Due to Eased Competition in Takeaway Industry
  tags: 好数字 · → daily
  value: direction=up
  📷 原图
• <a id="atom-bb18bdd25ccda682"></a>2026-06-02 X·@poezhao0605 · 亏损收窄 · 盈利能力
  The loss narrowing is real.
  tags: 好数字 · → daily
  value: qty=亏损收窄 · direction=收窄
  📷 原图
• <a id="atom-3856a3450f0439e8"></a>2026-06-01 X·@Techmeme · Q1 营收 vs 预期 · 营收
  above ~$13.4B est.
  tags: 好数字 · → daily
  value: direction=above
• <a id="atom-1ecd5421b04e3fdd"></a>2026-06-03 X·@poezhao0605 · 核心本地商业产品销售收入增长 · 营收/市场份额
  Within core local commerce, they nearly doubled
  tags: 好数字 · → daily
  value: qty=~100% · date=Q1 2026

🔴 bearish 侧:

• <a id="atom-0646b0d880263a05"></a>2026-04-16 X·@poezhao0605 · 外卖业务利润率 · 盈利能力
  membership coupons are where margins leak
  tags: 好观点 · → daily
  value: direction=承压
• <a id="atom-4e75074aa1fe5635"></a>2026-06-01 X·@yicaichina · Q1 净亏损 · 盈利能力
  Meituan swung to a net loss of CNY6.8 billion (USD1 billion) in the first quarter
  tags: 好数字 · → daily
  value: qty=CNY6.8B · date=Q1 2026
  📷 原图
• <a id="atom-304c06cc31959458"></a>2026-06-01 X·@Techmeme · Q1 净亏损 · 盈利能力 +同日1条
  a ~$1B net loss
  tags: 好数字 · → daily
  value: qty=~$1B · date=Q1 2026
• <a id="atom-b7efddbc950d3e3a"></a>2026-06-02 X·@AKL_019 · 2027年市盈率 · 估值/盈利能力
  Paying 15-20x 2027 P/E for an ex-growth company
  tags: 好数字 · → daily
  value: qty=15-20x · date=2027
• <a id="atom-d2eb3242ac99727e"></a>2026-06-03 X·@poezhao0605 · 非流动借款增长 · 资本开支/融资
  Non-current borrowings more than doubled in a single quarter
  tags: 好数字 · → daily
  value: qty=>2x · date=Q1 2026

2. 外卖补贴战退潮 利润释放 vs 用户流失

*topic: 订单需求/监管政策 · 2 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-dfdf51be114354a3"></a>2026-04-16 X·@poezhao0605 · 补贴政策影响 · 监管政策
  regulators are now reining in the subsidy wars. That should let margins breathe in H2 2026
  tags: 好观点 · → daily
  value: direction=受监管收紧推动改善
• <a id="atom-89bb00d36b03e66f"></a>2026-06-02 X·@AKL_019 [老旧] · 外卖业务最坏时期已过 · 订单需求
  I think the worst is over for their food delivery business.
  tags: 好观点 · → daily
  📷 原图

🔴 bearish 侧:

• <a id="atom-938b3adf3104a5ea"></a>2026-05-07 X·@the_zack_zhu · 订单量相对 DoorDash 比例 · 订单需求
  Meituan’s order count is more than 700% higher than $DASH’s.
  tags: 好数字·好信源 · → daily
  value: qty=700% 更高

3. To A战略 打开增量 vs 承认失守C端入口

*topic: 竞争格局/管理层表态 · 5 bull vs 3 bear*

🟢 bullish 侧:

• <a id="atom-5055d6c17dca4cb6"></a>2026-04-18 X·@yicaichina [老化中] · AI healthcare expansion · 竞争格局/AI应用
  China’s Meituan, Alibaba, and Extend Rivalry Into AI Healthcare
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-3bc11a30eb67f08e"></a>2026-06-03 X·@investingichina · quick commerce 产品优势 · 竞争格局 +同日1条
  I think quick commerce is the future because it is not just faster e-commerce — in many cases it is simply a better product.
  tags: 好观点 · → daily
• <a id="atom-d235a2c4b2d28af2"></a>2026-06-02 X·@TechBuzzChina · To A 战略定位 · 战略定位/竞争格局
  Wang added that serving 'AI Agents' (To A) is becoming as important as serving consumers (To C) and merchants (To B).
  tags: 好观点 · → daily
  value: direction=becoming as important as To C and To B
• <a id="atom-c0ab02ad9b363437"></a>2026-06-26 X·@poezhao0605 · stock severely undervalued statement · 管理层表态
  CFO Chen Shaohui called the stock “severely undervalued”
  tags: 好信源 · → daily
  📷 原图

🔴 bearish 侧:

• <a id="atom-163c75b996ab8e0c"></a>2026-06-02 X·@AKL_019 · 管理层焦点转变 · 管理层表态/竞争格局
  Meituan’s management is no longer talking about market share, focusing instead on UE. This is Meituan tapping out.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-2705faa2fbfc8158"></a>2026-06-25 X·@poezhao0605 · 面临AI平台绕过自身交易链的风险 · 竞争格局 +同日1条
  If either succeeds, users complete transactions without Meituan in the chain
  tags: 好观点 · → daily

4. 即时零售 基建护城河 vs 负债扩张风险

*topic: 竞争格局/资本开支/供给产能 · 2 bull vs 2 bear*

🟢 bullish 侧:

• <a id="atom-d3a0966b97992b72"></a>2026-06-02 X·@TechBuzzChina · 本地服务基础设施优势 · 竞争格局/供给产能
  As Wang framed it, Meituan’s advantage lies in having 'more complete business coverage, more comprehensive merchant data and user reviews, and a more reliable fulfillment system.'
  tags: 好观点 · → daily
  value: direction=more complete business coverage, more comprehensive merchant data and user reviews, and a more reliable fulfillment system
• <a id="atom-34322d2b1e2bf33a"></a>2026-06-30 X·@teortaxesTex · AI 能力地位（出乎观察者意料） · 竞争格局
  I just thought it'd be like… DeepSeek and Alibaba… maybe Kimi, Bytedance, Zhipu… Meituan though?
  tags: 好思考 · → daily

🔴 bearish 侧:

• <a id="atom-f866e0df64c3fd24"></a>2026-06-02 X·@AKL_019 · 核心业务竞争力下降 · 竞争格局
  with both core businesses declining in competitiveness
  tags: 好观点 · → daily
• <a id="atom-997a56bb60b94036"></a>2026-06-26 X·@poezhao0605 · borrowing for retail infrastructure · 资本开支
  Meituan is borrowing aggressively to build retail infrastructure while simultaneously buying back stock
  tags: 好观点 · → daily

🔗 因果传导 (causal map)

*Meituan 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↑ 上游·近期陈述 (2)

• 🟢 Tencent Yuanbao · 需求拉动 · 1 次陈述
  On June 1, 2026 Meituan CEO Wang Xing told analysts that the company’s AI assistant Xiaomei will soon be accessible thro
• 🔴 GLM-5 · 竞争 · 1 次陈述
  Meituan sweating bullets rn

🟦 客观事实 (facts) (30)

• <a id="atom-e8a5592a35d9535d"></a>🟦 2026-06-30 X·@pstAsiatech · 已训练 1.6T 参数 LLM · 模型发布
  Meituan, basically China’s DoorDash, trained a 1.6T parameter LLM on 50K Chinese chips.
  tags: 好数字·好信源 · → daily
  value: qty=1.6T 参数
• <a id="atom-0cbe82b04c826fba"></a>🟦 2026-06-30 X·@testingcatalog · AI模型发布 · 模型发布
  Meituan released LongCat-2.0, a new 1.6T parameter model with 1M context window
  tags: 好数字·好信源 · → daily
  value: qty=1.6T参数 · date=2026-06-30
  📷 原图
• <a id="atom-28ff83167f2838eb"></a>🟦 2026-06-30 X·@teortaxesTex · LongCat 2.0 训练案例 · 资本开支
  Meituan's cluster has about 65, worth $533M or so. Let's say $700M for assorted expenses.
  tags: 好数字·好信源 · → daily
  value: qty=65 CM384 pods · date=2026
  📷 原图
• <a id="atom-938b3adf3104a5ea"></a>🟦 2026-05-07 X·@the_zack_zhu · 订单量相对 DoorDash 比例 · 订单需求
  Meituan’s order count is more than 700% higher than $DASH’s.
  tags: 好数字·好信源 · → daily
  value: qty=700% 更高
• <a id="atom-50fc6041143ae7eb"></a>🟦 2026-06-17 X·@pstAsiatech · released trillion-parameter AI model LongCat-2.0-Preview · 模型发布
  In April, on-demand services giant Meituan invited users to test its new trillion-parameter AI model, LongCat-2.0-Preview.
  tags: 好数字 · → daily
• <a id="atom-2829c753b1db0bbe"></a>🟦 2026-06-17 X·@pstAsiatech · trained and inferred on domestic computing cluster · 供给产能/数据中心算力
  The company said both training and inference were completed entirely on a “domestic computing cluster”.
  tags: 好数字 · → daily
• <a id="atom-4e75074aa1fe5635"></a>🟦 2026-06-01 X·@yicaichina · Q1 净亏损 · 盈利能力
  Meituan swung to a net loss of CNY6.8 billion (USD1 billion) in the first quarter
  tags: 好数字 · → daily
  value: qty=CNY6.8B · date=Q1 2026
  📷 原图
• <a id="atom-d75c1a5680090149"></a>🟦 2026-06-01 X·@yicaichina · Q1 营收 · 营收
  revenue climbed 5.6% to CNY91 billion (USD13.5 billion)
  tags: 好数字 · → daily
  value: qty=CNY91B · date=Q1 2026
  📷 原图
• <a id="atom-2c5e06fe1be6ecaf"></a>🟦 2026-06-01 X·@yicaichina · 去年同期净利润 · 盈利能力
  from a net profit of CNY10.1 billion a year earlier
  tags: 好数字 · → daily
  value: qty=CNY10.1B · date=Q1 2025
  📷 原图
• <a id="atom-d1e99544472908dd"></a>🟦 2026-06-30 卖·MS Tom Wigg · 开源模型训练 · 竞争/技术路线
  Meituan claims open-source model LongCat-2.0 (1.6T-parameter) was trained on a 50k-chip cluster of local Chinese chips.
  tags: 好信源 · → daily
• <a id="atom-d6fee4573f342c67"></a>🟦 2026-06-30 X·@Techmeme · 开放开源模型 · 模型发布
  Meituan open-sources LongCat-2.0, a 1.6T-parameter model that it says was trained on a 50K-chip cluster of domestic Chinese processors
  tags: 好信源 · → daily
  value: qty=LongCat-2.0 · date=2026-06-30
• <a id="atom-2443053bf65a6794"></a>🟦 2026-06-27 X·@Techmeme · 裁员 · 人事变动
  Sources: Meituan, Baidu, Xiaomi, and other Chinese tech giants have been trimming their workforces, fueling Chinese workers' concerns of being replaced by AI
  tags: 好信源 · → daily
• <a id="atom-665ab463349caa8f"></a>🟦 2026-06-16 X·@yicaichina · 监管约谈 · 监管政策
  Shenzhen's market regulator yesterday summoned Meituan, Taobao Flash Buy, and 叮咚买菜 over 'ghost restaurants' issues
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-3333aca161220284"></a>🟦 2026-06-16 X·@yicaichina · 承诺整改 · 管理层表态
  The food delivery platforms pledged to tighten internal management and remove non-compliant outlets
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-433018d1af61005a"></a>🟦 2026-06-03 X·@poezhao0605 · 产品销售收入增长 · 营收
  Product sales grew 46.6%
  tags: 好数字 · → daily
  value: qty=46.6% · date=Q1 2026
• <a id="atom-1ecd5421b04e3fdd"></a>🟦 2026-06-03 X·@poezhao0605 · 核心本地商业产品销售收入增长 · 营收/市场份额
  Within core local commerce, they nearly doubled
  tags: 好数字 · → daily
  value: qty=~100% · date=Q1 2026
• <a id="atom-d2eb3242ac99727e"></a>🟦 2026-06-03 X·@poezhao0605 · 非流动借款增长 · 资本开支/融资
  Non-current borrowings more than doubled in a single quarter
  tags: 好数字 · → daily
  value: qty=>2x · date=Q1 2026
• <a id="atom-1143c802216db7c1"></a>🟦 2026-06-01 X·@Techmeme · Q1 营收 · 营收
  Meituan reports Q1 revenue up 5.6% YoY to ~$13.5B
  tags: 好数字 · → daily
  value: qty=~$13.5B · date=Q1 2026
• <a id="atom-3856a3450f0439e8"></a>🟦 2026-06-01 X·@Techmeme · Q1 营收 vs 预期 · 营收
  above ~$13.4B est.
  tags: 好数字 · → daily
  value: direction=above
• <a id="atom-304c06cc31959458"></a>🟦 2026-06-01 X·@Techmeme · Q1 净亏损 · 盈利能力
  a ~$1B net loss
  tags: 好数字 · → daily
  value: qty=~$1B · date=Q1 2026
• <a id="atom-6ab01d415d57dc3a"></a>🟦 2026-06-01 X·@Techmeme · 连续亏损季度数 · 盈利能力
  its third straight quarter of losses
  tags: 好数字 · → daily
  value: qty=3 · date=Q1 2026
• <a id="atom-dfeede18f7d15c6c"></a>🟦 2026-07-02 X·@poezhao0605 · pre-trained a trillion-parameter model from scratch on 50000 domestically produced chips · 模型训练
  Meituan pre-trained a trillion-parameter model from scratch on 50,000 domestically produced chips
  tags: 好数字 · → daily
  value: qty=50000 domestically produced chips · date=2026-07-02
• <a id="atom-e0a083646cd3c77f"></a>🟦 2026-07-02 X·@poezhao0605 · pre-trained a trillion-parameter model from scratch on over 35 trillion tokens · 模型训练
  Meituan pre-trained a trillion-parameter model from scratch on over 35 trillion tokens
  tags: 好数字 · → daily
  value: qty=35 trillion tokens · date=2026-07-02
• <a id="atom-906e99ba3d59770a"></a>🟦 2026-06-30 X·@Alisvolatprop12 · 大模型参数规模 · 技术路线
  Meituan, basically China’s DoorDash, trained a 1.6T parameter LLM on 50K Chinese chips.
  tags: 好数字 · → daily
  value: qty=1.6T · date=NA
• <a id="atom-75d355250083e3a6"></a>🟦 2026-06-30 X·@coinbureau · 推出 AI 模型 LongCat 2.0 · 模型发布
  China’s food-delivery giant Meituan just released LongCat 2.0, a 1.6 TRILLION-parameter AI model
  tags: 好数字 · → daily
  value: qty=1.6 万亿参数
  📷 原图
• <a id="atom-ad07fff859aec947"></a>🟦 2026-06-30 X·@teortaxesTex · 等效 GPU 数量约 25K 块 · 供给产能
  it's not 50K GPUs, it's "only" 25K
  tags: 好数字 · → daily
  value: qty=25K · unit=块
  📷 原图
• <a id="atom-e0b5ef362ad9ddf2"></a>🟦 2026-06-30 X·@kyleichan · AI模型规模 · 模型发布
  Meituan just released a 1.6-trillion parameter AI model
  tags: 好数字 · → daily
  value: qty=1.6万亿参数
  📷 原图
• <a id="atom-8eb5310b2657383c"></a>🟦 2026-06-30 X·@teortaxesTex · 2025 revenue · 营收
  Meituan's 2025 revenue was $50B
  tags: 好数字 · → daily
  value: qty=$50B · date=2025
  📷 原图
• <a id="atom-1dd6e8edeee3727f"></a>🟦 2026-06-30 X·@teortaxesTex · 2025 net income · 盈利能力
  with $3.3B loss
  tags: 好数字 · → daily
  value: qty=-$3.3B · date=2025
  📷 原图
• <a id="atom-8e6010c245589675"></a>🟦 2026-06-30 X·@kevinsxu · 收购AI实验室 · 并购
  Meituan bailed him out and acquired it
  tags: 好数字 · → daily
  value: date=2023年6月

🟥 多头 takes (bullish) (10)

• <a id="atom-34322d2b1e2bf33a"></a>🟥 2026-06-30 X·@teortaxesTex · AI 能力地位（出乎观察者意料） · 竞争格局
  I just thought it'd be like… DeepSeek and Alibaba… maybe Kimi, Bytedance, Zhipu… Meituan though?
  tags: 好思考 · → daily
• <a id="atom-2a1c08366f7b1f87"></a>🟥 2026-06-30 X·@ZhihuFrontier · AI infrastructure capability near frontier · 数据中心算力
  Meituan's AI infrastructure capability is close to the frontier
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-a96ff095e2db195a"></a>🟥 2026-06-29 X·@teortaxesTex · Owl Alpha 模型评估 · 技术路线
  Owl Alpha. V4-scale model, updated DSA, N-gram Embeddings, decent evals
  tags: 好观点 · → daily
  value: qty=V4-scale · direction=decent
  📷 原图
• <a id="atom-3bc11a30eb67f08e"></a>🟥 2026-06-03 X·@investingichina · quick commerce 产品优势 · 竞争格局
  I think quick commerce is the future because it is not just faster e-commerce — in many cases it is simply a better product.
  tags: 好观点 · → daily
• <a id="atom-5d48f8ab5bdb612c"></a>🟥 2026-06-03 X·@investingichina · 快速商务竞争影响 · 竞争格局
  That was always my bull case for Meituan before Alibaba entered the playing field.
  tags: 好观点 · → daily
• <a id="atom-89bb00d36b03e66f"></a>🟥 2026-06-02 X·@AKL_019 [老旧] · 外卖业务最坏时期已过 · 订单需求
  I think the worst is over for their food delivery business.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-d235a2c4b2d28af2"></a>🟥 2026-06-02 X·@TechBuzzChina · To A 战略定位 · 战略定位/竞争格局
  Wang added that serving 'AI Agents' (To A) is becoming as important as serving consumers (To C) and merchants (To B).
  tags: 好观点 · → daily
  value: direction=becoming as important as To C and To B
• <a id="atom-d3a0966b97992b72"></a>🟥 2026-06-02 X·@TechBuzzChina · 本地服务基础设施优势 · 竞争格局/供给产能
  As Wang framed it, Meituan’s advantage lies in having 'more complete business coverage, more comprehensive merchant data and user reviews, and a more reliable fulfillment system.'
  tags: 好观点 · → daily
  value: direction=more complete business coverage, more comprehensive merchant data and user reviews, and a more reliable fulfillment system
• <a id="atom-5055d6c17dca4cb6"></a>🟥 2026-04-18 X·@yicaichina [老化中] · AI healthcare expansion · 竞争格局/AI应用
  China’s Meituan, Alibaba, and Extend Rivalry Into AI Healthcare
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-dfdf51be114354a3"></a>🟥 2026-04-16 X·@poezhao0605 · 补贴政策影响 · 监管政策
  regulators are now reining in the subsidy wars. That should let margins breathe in H2 2026
  tags: 好观点 · → daily
  value: direction=受监管收紧推动改善

🟥 空头 takes (bearish) (10)

• <a id="atom-b7efddbc950d3e3a"></a>🟥 2026-06-02 X·@AKL_019 · 2027年市盈率 · 估值/盈利能力
  Paying 15-20x 2027 P/E for an ex-growth company
  tags: 好数字 · → daily
  value: qty=15-20x · date=2027
• <a id="atom-456f6ea87d409a23"></a>🟥 2026-06-29 X·@teortaxesTex · Owl Alpha 试玩性能 · 技术路线
  I get something like Qwen-4B, seemingly worse than their first LongCat-Flash
  tags: 好观点 · → daily
  value: direction=worse than LongCat-Flash
  📷 原图
• <a id="atom-997a56bb60b94036"></a>🟥 2026-06-26 X·@poezhao0605 · borrowing for retail infrastructure · 资本开支
  Meituan is borrowing aggressively to build retail infrastructure while simultaneously buying back stock
  tags: 好观点 · → daily
• <a id="atom-2705faa2fbfc8158"></a>🟥 2026-06-25 X·@poezhao0605 · 面临AI平台绕过自身交易链的风险 · 竞争格局
  If either succeeds, users complete transactions without Meituan in the chain
  tags: 好观点 · → daily
• <a id="atom-db965e07085d8c31"></a>🟥 2026-06-25 X·@poezhao0605 · 采取To A战略承认自己可能不拥有对话入口 · 管理层表态
  'To A' concedes Meituan may not own the conversation
  tags: 好观点 · → daily
• <a id="atom-163c75b996ab8e0c"></a>🟥 2026-06-02 X·@AKL_019 · 管理层焦点转变 · 管理层表态/竞争格局
  Meituan’s management is no longer talking about market share, focusing instead on UE. This is Meituan tapping out.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-bcd025b14f0eaf6e"></a>🟥 2026-06-02 X·@AKL_019 [老旧] · 估值仍然高 · 估值
  I believe the valuation is still stretched and the risk-reward profile unappealing.
  tags: 好观点 · → daily
• <a id="atom-f866e0df64c3fd24"></a>🟥 2026-06-02 X·@AKL_019 · 核心业务竞争力下降 · 竞争格局
  with both core businesses declining in competitiveness
  tags: 好观点 · → daily
• <a id="atom-8dcbfc1a13d0fb99"></a>🟥 2026-05-30 X·@xeophon · LongCat 模型质量不佳 · 产品发布
  yeah but its not good
  tags: 好观点 · → daily
• <a id="atom-0646b0d880263a05"></a>🟥 2026-04-16 X·@poezhao0605 · 外卖业务利润率 · 盈利能力
  membership coupons are where margins leak
  tags: 好观点 · → daily
  value: direction=承压

🟥 中性 takes (neutral) (3)

• <a id="atom-18397d9c27ec0694"></a>🟥 2026-07-03 X·@teortaxesTex · 训练数据规模 · 训练规模
  Meituan chose to stop at 35T. They could to 50+
  tags: 好数字·好观点 · → daily
  value: qty=35T tokens
  📷 原图
• <a id="atom-b516aad125610e50"></a>🟥 2026-06-25 X·@poezhao0605 · 战略方向 · 战略方向
  Meituan is making its most significant strategic move: treating AI agents as a new customer category.
  tags: 好观点 · → daily
• <a id="atom-48e067c3b5cfcd30"></a>🟥 2026-05-30 X·@yourboiilevi · LongCat 工具类似 DeepSeek 推理模型 · 产品发布
  actually Meituan LongCat has something like that iirc
  tags: 好观点 · → daily

🟦 新闻流 (squawk · 7)

⏱ 时间轴 (近 20)

• 🟥 2026-07-03 · narrative · 训练数据规模 · → daily
• 🟦 2026-07-02 · fact · 万亿参数AI模型预训练 · → daily
• 🟦 2026-07-02 · fact · pre-trained a trillion-parameter model from scratch on 50000 · → daily
• 🟦 2026-07-02 · fact · pre-trained a trillion-parameter model from scratch on over · → daily
• 🟥 2026-07-01 · forecast · 模型训练到35T tokens所需时间 · → daily
• 🟦 2026-06-30 · fact · 开源模型训练 · → daily
• 🟦 2026-06-30 · fact · 开源模型名称公开 · → daily
• 🟦 2026-06-30 · fact · 大模型参数规模 · → daily
• 🟦 2026-06-30 · fact · open source LongCat-2.0 · → daily
• 🟦 2026-06-30 · fact · AI模型发布 · → daily
• 🟦 2026-06-30 · fact · AI模型部署基础设施 · → daily
• 🟦 2026-06-30 · fact · 推出 AI 模型 LongCat 2.0 · → daily
• 🟦 2026-06-30 · fact · CloudMatrix 384 pods 运行 910B 模式 · → daily
• 🟦 2026-06-30 · fact · 等效 GPU 数量约 25K 块 · → daily
• 🟦 2026-06-30 · fact · 开放开源模型 · → daily
• 🟦 2026-06-30 · fact · AI模型规模 · → daily
• 🟦 2026-06-30 · fact · AI芯片国产化训练启动时间 · → daily
• 🟦 2026-06-30 · fact · 开源万亿参数模型 · → daily
• 🟦 2026-06-30 · fact · 2025 revenue · → daily
• 🟦 2026-06-30 · fact · 2025 net income · → daily

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