天天财经-提供金融入门知识-投资理财技巧-Meta Muse拿下两场胜利其中一场击败ChatGPT

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Meta Muse拿下两场胜利其中一场击败ChatGPT

2026-10-21 06:27:39 网络阅读（1）
Meta(META-US) 新款 AI 代理 Muse 的热潮是否正在降温？至少从华尔街紧盯的下载数据来看，完全看不出这种迹象。
Meta Muse拿下两场胜利其中一场击败ChatGPT
根据 Sensor Tower 最新公布的数据，Muse 自 9 月 8 日推出以来，累计下载量已达 1,090 万次，其中美国下载量超过 1,020 万次。
相较之下，OpenAI 旗下 ChatGPT 过去 30 天在美国的下载量，较前一个 30 天减少 25%。
Sensor Tower 估计，Muse 的日活跃用户数于 10 月 16 日首度达到 250 万人，最近七天较前一周成长 15%。
Sensor Tower 表示，此前仅有另外 11 款 App 能在 40 天内于美国累积 1,000 万次下载，最近一次达成此纪录的是 Meta 于 2023 年 7 月推出的 Threads。
这股成长动能可望让华尔街乐见其成。自 Muse 推出以来，华尔街便对其成长前景提出积极预测。
德意志银行分析师班杰明·布莱克（Benjamin Black）预期，到 2030 年，Muse 将贡献 Meta 高达 8% 的营收，约合 360 亿美元；即便是较保守的估计，Muse 到 2030 年也能进帐 24 亿美元。
布莱克表示，Meta 在当前 AI 代理服务中找到了明确的市场空白，该产品结合行动 App 生态系与极致顺畅的消费端用户介面，具备自主完成交易的能力、绝大部分功能免费，且在独立虚拟机器中保持全天候运行，这些特色使其在当前市场中几乎独一无二。
Meta预定于周三(21日)盘后公布财报。随着公司加速扩建AI基础设施，投资人期待看到新产品能否带动营收，支撑长期成长并抵销支出压力。
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      "shortTitle": "百名经济学家全押12月升息！Fed本月料先按兵不动",
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      "description": "94名受访经济学家预期Fed 10月27至28日会议维持3.75%至4%利率不变，12月则将再升息。&#10;多数人估Fed利率峰值在4%至4.25%；PCE通膨未来几季仍高于3%，恐至2028年才回到2%。&#10;AI投资支撑美国经济韧性，第二季GDP年率2.2%，全年成长率估2.3%，明年2.1%。",
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      "id": 21152,
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