Benzinga 对 $META 的判断变化

频道资料 →本频道有 11 位标注的说话人:Broadcom CEO Hock Tan、Counterpoint Research、Jeff Kilberg (KKM Financial)、Jim Cramer / George Kurtz、Ken Langone、Lion、Rothschild (rejected)、Swing Baron、Third party cited in the quote、Tim Melvin / Lawrence Chang、Timothy Horan (Oppenheimer)共 6 条
2026-09-23看跌
《The Drift with Adam Mesh & Tom Sosnoff》
尽管META近期创下新高,说话者仍对其持看空立场;此前的空头头寸未能成功。

比如 Micron、AMD 之类的。那些,还有 Meta,那些都是没法交易的股票。我能拿 1 万美元赌你现在看空 Meta 吗?

like Micron and AMD and things like that. Those were and Meta those were impossible stocks to trade. can I bet $10,000 that that you're bearish meta right now?

我确实看空,而且我很讨厌这样,而且它现在不奏效。但我做空了 Meta,还有 Micron,那没奏效。

I am and I hate it and it's not working. but I got short Meta and you know and Micron and that did not work.

基本上,Meta 的故事就是一个 AI 的故事。Meta 创了新高。

you know basically Meta story is an AI story. Meta made new highs

2026-09-23看涨
《$AMD Joins $1T Club, NASDAQ ATH? | PreMarket Playbook | September 23, 2026》
看多 META,因 Muse AI 成为扭转情绪、推动估值扩张的催化剂;近期目标为 793-800 的新高。

下一条新闻。这条是关于 Meta 的 Muse,它的早期下载量已经超过 ChatGPT。摩根大通表示,它可能成为迄今为止最大的 AI 消费级应用。最近一直在谈论 Muse。这当然与 Meta 有关。

Meta Platforms,股票代码 META。他们新的 Muse AI 智能体可能成为自 OpenAI 的 ChatGPT 以来全球使用最广泛的消费级人工智能应用。这是摩根大通分析师的看法,此前该应用在 9 月 8 日上线后迅速攀升至苹果美国 App Store 榜首。

分析师 Doug Anmouth 将 Muse 的成功归功于其用户友好的界面、慷慨的免费层级,以及 Meta 在社交媒体平台上的分发优势,这些平台每天服务数十亿用户。这是路透社报道的。

该行重申对 Meta 的增持评级,目标价 820。引述:"虽然现在还为时过早,但我们相信 Muse 有潜力成为自 ChatGPT 以来使用最广泛的消费级 AI 应用。"引述结束。

这出自 Amth 给客户的报告。Muse 于 9 月 8 日上线,截至 9 月 19 日在美国的下载量约为 250 万次,日活跃用户约 55.7 万,这是美国银行引用的 Sensor Tower 数据。

仅 iOS 平台,前 12 天的下载量就达到 143 万次,略高于 ChatGPT 在同一上线后窗口期的 137 万次。早期评测显示,引述:"功能正在与用户产生共鸣,尤其是该智能体在有限用户干预下执行多步骤任务和工作流的能力。

"引述结束。这出自美国银行的全球研究。不过,该行警告称,Muse 内来自广告、订阅或佣金的收入在 2028 年之前不太可能变得可观。Muse 的基础版本免费,订阅层级定价为每月 20 美元和 100 美元,供使用量更大的用户选择。

引述:"在新 AI 经济中,分发就是一切。"引述结束。这出自 Futurum Equities 的市场策略师 Sha Balure 在 X 上的一篇帖子。自 Muse 上线以来,Meta 股价已攀升近 20%。

该股今年以来上涨 13.25%,但过去一年下跌 2.5%。

Next story here. This is going to be on Meta's Muse, and it is already outpacing Chat GPT's early downloads. JP Morgan said it could be AI's biggest consumer app yet. Been talking a lot about Muse lately.

That's of course tied to Meta. Meta Platforms, ticker META. Their new Muse AI agent could become the world's most widely used consumer artificial intelligence app since OpenAI's Chat GPT.

And that's according to analysts at JP Morgan after the app quickly climbed to number one on Apple's US App Store following its September 8th launch. Analyst Doug Anmouth credited Muse's userfriendly interface, generous free tier, and Meta's distribution advantage across social media platforms that serve billions of users daily.

And that was reported by Reuters. The bank reiterated its overweight rating on Meta with a price target of 820. Quote, "While it's still early, we believe that Muse has the potential to become the most widely used consumer AI application since Chat GPT."

End quote. That was from Amth in the note to clients. Muse, which launched on September 8th, reached about 2.5 million US downloads through September 19th with roughly 557,000 daily active users, according to Sensor Tower data cited by Bank of America.

On iOS alone, the first 12 days produced 1.43 million downloads, edging out Chat GPT's 1.37 million over the same post-launch window. Early reviews show, quote, "Functionality is re resonating with users, particularly the agents ability to execute multi-step tasks and workflows with limited user intervention."

End quote. That was according to Bank of America's global research. Still, the bank cautioned that revenue from ads, subscriptions, or commissions within Muse is unlikely to become material before 2028.

Muse's basic version is free with subscription tiers priced at 20 and $100 a month for heavier use. Quote, distribution is everything in the new AI economy. End quote. And that came from market strategist at futurum equities Sha Balure in a post on X.

Since Muse's launch, Meta shares have climbed to nearly 20%. The stock is up 13 and a quarter% year to date, but it is down 2 and a.5% over the past year.

2026-09-21看跌
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