Meta推出AI助手Muse,或成资本支出转化为营收的关键信号

投资观察
11 hours ago

美东时间1434——Truist分析师预计,Meta新推出的AI助手Muse将在基准情景下,到2030年为其带来285亿美元的增量收入。分析师在报告中指出,Muse代表了“迄今为止最清晰的尝试,旨在构建一条非广告收入渠道,以补充其广告业务巨头地位,并展示其大规模资本支出的投资回报率”。随着该AI代理应用在苹果App Store攀升至免费榜榜首,Meta股价大涨12%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10