Bullish on Muse's monetization path, JPMorgan significantly raises Meta's target price
JPMorgan believes that as the monetization model of the AI assistant Muse shifts from subscription-based to transaction commission, coupled with the expansion of the Connector ecosystem and the imminent release of the cutting-edge model Watermelon, Meta is establishing a brand-new high-growth trajectory beyond advertising. At the same time, the company is accelerating the development of its wearable hardware ecosystem, positioning devices such as smart glasses as entry points for Muse.
华尔街见闻•2026-09-24 12:11