摩根大通点评 Meta Muse 等智能体购物进展
SHOP 因智能体购物担忧两日跌近 15%，JPM 列出 Instinct、Grok Bot、Meta Muse 三大动向，并称 Meta 在智能体电商栈最具竞争力。
$SHOP is down almost 15% in the last couple days on Agentic concerns. Per JPM: “We believe there are three key AI agent developments driving incremental concern: 1) Instinct, which remains in closed loop beta and handles features including email, calendar management, & select commerce transactions; 2) SPCX’s Grok Bot beta, which executes real work across apps & websites used by employees, w/bots operating app interfaces directly, retaining memory, and coordinating with one another; & 3) Meta Muse, powered by Muse Spark. Muse can execute daily tasks & select commerce transactions, w/payment infrastructure support from Link by Stripe, w/Shop Pay coming soon. Within emerging consumer AI agents, we view META as the most formidable across the agentic commerce stack given the company’s repository of data across tens of millions of advertisers & 3.5B+ DAPs, and Meta Muse’s leading price-performance value proposition.”
这条是引用着另一条写的：x.com/negligible_cap/status/2097333464328544364