据媒体报道，Meta Platforms正考虑放弃其自主研发的Llama AI模型，转而采用OpenAI和Anthropic等竞争对手的系统。虽然尚未做出最终决定，这一转变将标志着Meta开源AI战略的重大调整。

　　此次战略反思源于4月Llama 4令人失望的发布——在Meta的LlamaCon活动上，开发者反响平平。此后该公司采取多项追赶措施：向Scale AI投资143亿美元，并聘请其CEO Alexandr Wang领导Meta新成立的“超级智能”团队。

　　Meta还提供据称高达1亿美元的签约奖金从OpenAI挖角研究人员，并与PlayAI、Perplexity AI及Runway AI等AI初创公司展开收购谈判。

　　尽管面临内部挑战，华尔街仍持乐观态度。分析师给予Meta“强力买入”评级（42家买入、3家持有、1家卖出），平均目标价716.48美元显示股价已接近公允价值。

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