Bernstein 维持 Meta 买入评级，Muse 被视为新战略核心

Mike @MikeLongTerm原推发布于 2026.10.20

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BREAKING $META @Muse $800 PT | BUY Rating✅ Bernstein’s Analyst Mark Shmulik reiterated a Buy rating on Meta Platforms (META) with an unchanged $800 price target. Muse has drawn significant analyst attention since its September launch and subsequent updates (including at Meta Connect and new model releases powered by @AMD $AMD EPYC ). Multiple firms have cited strong early download numbers (reaching the millions), engagement signals, and its potential as a widely distributed personal AI agent that can leverage Meta’s billions of users. Price targets from other major houses have ranged higher in many cases (JPMorgan around $920, others in the $850–$1,000 area), while the overall Street consensus remains a Strong Buy with average targets generally in the low-to-mid $800 (implying mid-teens upside from recent trading levels near ~$700). Shmulik’s thesis centers on Meta’s shift from a pure social/Facebook business toward a broader AI-centric platform. He positions Muse (Meta’s AI agent/operating layer) as the new strategic hub that can enhance existing apps, hardware (including glasses and devices), and future products. He highlights that Meta has assembled the core building blocks for AI competition: ~Large scale compute capacity ~Top-tier talent ~An advanced foundational model ~Financial flexibility to keep investing and pivot He remains cautious on near term monetization of Muse and notes a demanding valuation backdrop, but sees early user traction plus a disciplined investment approach as supporting a favorable risk reward. He also expresses confidence in leadership’s determination not to let the core franchise erode.

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