UBS: Meta's Muse shows broad application prospects, will benefit the AI supply chain

Odaily News: UBS strategists pointed out that Meta's new consumer-facing AI agent Muse is widely popular, indicating that product demand across the entire AI supply chain will grow accordingly. They stated that the successful launch of Muse shows that AI companies have other ways to generate revenue besides selling technology to large enterprises. The strategists added that competition in the AI product space is increasingly fierce, which will further drive demand for computing power and AI infrastructure, benefiting leading high-quality semiconductor and hardware companies. (Jinshi)