Meta Platforms股价周一大涨逾11%，因市场持续看好其AI智能体产品Muse。
Meta股价有望创下1月以来最高收盘水平。
Evercore ISI指出，Muse已经升至苹果App Store免费应用榜首，这表明“Meta手上已经有了一款爆款产品”。
Evercore表示，虽然现在下结论为时尚早，但Muse可能成为推动Meta进入新产品周期的催化剂，并使预期市盈率达到25倍（对应其2027年收益预估为每股810美元），甚至30倍（对应股价975美元）。“这很像去年Gemini 3成功发布后对谷歌母公司Alphabet股价所产生的推动作用”。
Evercore给予Meta“跑赢大市”评级，目标价860美元。
Meta本周稍晚将举行Connect开发者大会。
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