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UBS: Meta's Muse Shows Broad Application Prospects, Benefiting the AI Supply Chain
18 hour ago /
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Author：小编
On September 22, UBS strategists stated that Meta's new consumer AI agent, Muse, has been widely welcomed, indicating a potential increase in demand for AI supply chain products. The success of Muse suggests that AI companies have alternative ways to generate revenue beyond selling technology to large enterprises. The strategists also noted that intensifying competition in the AI product sector will further drive demand for computing power and AI infrastructure, benefiting leading companies in the high-quality semiconductor and hardware industries.
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