律动BlockBeats|7月 10, 2026 02:29
[Meta's Positive News Continues, Research Firm Citrini Bets on a 'Google $150' Scenario]
According to monitoring by Beating, the institution behind the 'AI Endgame Report,' Citrini, stated that Meta might experience a sharp surge. Once the rally is over, the market will describe it as 'obvious all along' and pretend they had been buying at the lows. Citrini refers to this phenomenon as the 'Google $150 Phenomenon': heavily debated before the rise, but afterward, everyone claims they understood it from the start.
Yesterday, Meta released a series of positive updates. The next-generation self-developed AI chip, Iris, will begin production in September, and the company plans to increase its computing power from 7GW this year to 14GW by 2027. Additionally, Muse Spark 1.1 has started charging through its API, marking the first time Meta is directly selling large model services to developers.
Meta's stock price subsequently rose by 4.7%. Previously, the market's biggest concern was whether the massive AI investment could break even, but now it is beginning to bet on cost reductions from self-developed chips, increased revenue from advertising, and monetization of model APIs. [Original Link]
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