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"title": "小摩调升Meta目标价 看好Muse成ChatGPT后最普及AI应用",
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"description": "Meta(META-US) 新推出的 AI 智能体 Muse 本周带动科技股上涨。该公司周三(23日)晚间在 Connect 大会展示新产品后，获摩根大通调高目标价。 Doug Anmuth 领导的摩根大通银行(JPM-US) 分析师团队将 Meta 目标价从 820 美元调升至 920 美元。Meta 股价过去一个月已上涨 30%。 摩根大通看好 Muse，认为它有望成为 ChatGPT 问世以来使用最广泛的消费级 AI 应用。 Meta 周三晚间表示，Muse 现已可透过连接器与沃尔玛(WM",
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"content": "<p>Meta(<a data-symbol-template=\"USS:META:STOCK:COMMON\" href=\"#\">META-US</a>) 新推出的 AI 智能体 Muse 本周带动科技股上涨。该公司周三(23日)晚间在 Connect 大会展示新产品后，获摩根大通调高目标价。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6615487/l/685b64a564aa6929f6f1fba85399f911.jpg\" alt=\"小摩调升Meta目标价 看好Muse成ChatGPT后最普及AI应用\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>Doug Anmuth 领导的摩根大通银行(<a data-symbol-template=\"USS:JPM:STOCK:COMMON\" href=\"#\">JPM-US</a>) 分析师团队将 Meta 目标价从 820 美元调升至 920 美元。Meta 股价过去一个月已上涨 30%。</p>\n\n<p>摩根大通看好 Muse，认为它有望成为 ChatGPT 问世以来使用最广泛的消费级 AI 应用。</p>\n\n<p>Meta 周三晚间表示，Muse 现已可透过连接器与沃尔玛(<a data-symbol-template=\"USS:WMT:STOCK:COMMON\" href=\"#\">WMT-US</a>) 、百思买(<a data-symbol-template=\"USS:BBY:STOCK:COMMON\" href=\"#\">BBY-US</a>) 、丝芙兰及 Wayfair(<a data-symbol-template=\"USS:W:STOCK:COMMON\" href=\"#\">W-US</a>) 的服务串接；值得注意的是，亚马逊(<a data-symbol-template=\"USS:AMZN:STOCK:COMMON\" href=\"#\">AMZN-US</a>) 禁止 Muse 存取其商店。</p>\n\n<p>摩根大通分析师表示，随着时间推进，Meta 应能透过分润比例或佣金模式，将此类销售模式变现。</p>\n\n<p>Brian Nowak 领导的摩根士丹利(<a data-symbol-template=\"USS:MS:STOCK:COMMON\" href=\"#\">MS-US</a>) 分析师团队则维持 Meta 目标价 775 美元。他们表示，Meta 推出的新款眼镜更轻、更不笨重，可能终于在虚拟实境眼镜上取得突破。</p>\n\n<p>分析师指出，尽管他们和多数投资人近年对 Meta 的扩增实境及虚拟实境业务抱持怀疑态度，这款产品在体积与功能上确实有明显进步，值得关注能否成为 2027 年股价进一步上涨的动力；目前 Meta 股价尚未反映这项业务成功的可能性。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-17311.html\" title=\"新能源巨头也要跨界投资 宁德时代为何看中「空气水炼油」？\">新能源巨头也要跨界投资 宁德时代为何看中「空气水炼油」？</a></li>\n <li><a href=\"/hour/article-17375.html\" title=\"川普放话歼灭伊朗 伊朗总统痛批「霸凌心态」：绝不屈服\">川普放话歼灭伊朗 伊朗总统痛批「霸凌心态」：绝不屈服</a></li>\n <li><a href=\"/hour/article-17368.html\" title=\"习近平抵美发表书面讲话 强调中美应做伙伴而非对手 指出三个「没有变」\">习近平抵美发表书面讲话 强调中美应做伙伴而非对手 指出三个「没有变」</a></li>\n <li><a href=\"/hour/article-17310.html\" title=\"特斯拉第三代Optimus意外曝光 外型大改、更适合进工厂\">特斯拉第三代Optimus意外曝光 外型大改、更适合进工厂</a></li>\n <li><a href=\"/hour/article-17331.html\" title=\"减码or卡位？美期中选举倒数 巨亨买基金：数据显示提前布局更有利\">减码or卡位？美期中选举倒数 巨亨买基金：数据显示提前布局更有利</a></li>\n <li><a href=\"/hour/article-17309.html\" title=\"美国联邦法官裁定：白宫须暂时恢复CNN等三家媒体采访权\">美国联邦法官裁定：白宫须暂时恢复CNN等三家媒体采访权</a></li>\n </ul>\n</div>",
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