高盛重申Meta“买入”评级,Muse AI智能体被视为新增长催化剂

智通财经
Yesterday
【高盛重申Meta“买入”评级,Muse AI智能体被视为新增长催化剂】高盛在Meta推出个人AI智能体Muse后,重申对公司“买入”评级及725美元目标价,认为新产品有望推动Meta进入付费消费者AI订阅市场,并成为后续股价催化因素。Muse可通过独立应用、网页及WhatsApp使用,基于Muse Spark 1.3模型,可自主浏览网页、管理工作流、填写表单、完成购物及执行长期任务。Meta为Muse设置免费、每月20美元和每月100美元三档订阅方案,并接入Stripe Link支持交易。高盛同时指出,Meta将于9月23日举行Connect活动,未来若推出更多基础模型,可能进一步强化AI产品预期。其他机构近期也对Meta维持积极看法,其中Evercore ISI维持“跑赢大盘”评级及860美元目标价,摩根大通则将评级由“中性”上调至“增持”,目标价由640美元上调至820美元。

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