此前激进投资者Blue Duck Capital Partners敦促公司以50亿美元估值出售Specs业务20%股份、筹资10亿美元。该方案被视为释放股东价值的催化剂,融资据称可覆盖Specs部门约两年支出、保全现金流,并有望降低约2200美元的产品售价;不过,Specs发布后反馈分化,且面临Meta低价产品竞争,市场对硬件投入持续性仍存分歧。
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