瑞银策略师指出，Meta面向消费者的新型AI智能体Muse广受欢迎，预示着整个AI供应链的产品需求将随之增长。他们表示，Muse的成功发布表明，AI企业除了向大型企业出售技术外，还有其他创收途径。策略师补充道，AI产品领域的竞争日益激烈，这将进一步推动对算力和AI基础设施的需求，利好优质的半导体及硬件行业龙头企业。
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