Meituan Gains Traction

The most likely outcome is that Meituan uses LongCat-2.5 primarily to improve internal software productivity across food delivery, local services, maps, advertising, and merchant tooling. Because the model has already been unveiled and paired with autonomous-agent ambitions, near-term investor reaction is likely focused on execution rather than a major industry re-rating.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.