金色财经|Sep 29, 2026 12:52
[Deutsche Bank: Muse Opens AI Consumer Gateway, Revenue Could Exceed $36 Billion by 2030]
According to Golden Finance, as of September 29, Muse has surpassed 3 million installations in the U.S. within 16 days of its launch, with early growth significantly outpacing other mainstream AI applications. Deutsche Bank believes Muse's long-term monetization focus may shift from subscriptions to transaction commissions, payments, and advertising, with optimistic projections suggesting revenue could exceed $36 billion by 2030. High inference costs remain a challenge for scaling, but wearable devices and enterprise intelligent agents are expected to further expand Muse's application scenarios. Deutsche Bank maintains a "Buy" rating for Meta and raises its target price from $750 to $820.
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