Meta股价刚刚完成自2022年以来最好的一个月，投资者因该社交媒体巨头在人工智能领域的最新势头而欢呼。
Meta's stock just wrapped its best month since 2022 as investors cheer the social media giant's recent momentum in artificial intelligence.
公司股价周三收盘为725.18美元，比8月底的572.34美元上涨27%。
The company's shares closed at $725.18 Wednesday, representing a 27% increase from the closing price of $572.34 at the end of August.
自9月8日推出Muse个人AI助手应用以来，华尔街对该公司的业务保持乐观，Muse迅速走红，并在苹果iOS下载量上超过了竞争对手OpenAI的ChatGPT。
Wall Street has been optimistic about the company's business since it debuted its Muse personal AI agent app on Sep. 8, which became a major hit and topped rival OpenAI's ChatGPT in Apple iOS downloads.
Meta股价上一次出现更大幅度的月度涨幅是在2022年11月，那时OpenAI发布了ChatGPT。Meta正值艰难一年结束时的反弹，并启动了效率提升计划。
The last time Meta stock had a bigger month was November 2022, the month OpenAI launched ChatGPT. Meta was rebounding at the end of a brutal year as it was kicking off its efficiency push.
9月，Meta在年度Connect开发者大会上宣布Muse是其产品和商业战略的“核心”，并公布了Muse Charm AI吊坠等新硬件产品。
Meta also held its annual Connect conference for developers in September, when Zuckerberg characterized Muse as a "centerpiece"
公司正瞄准新兴AI助手市场的潜在大业务，像OpenAI在周二推出Dots助手工具一样。
与此同时，本周Meta还聘请MongoDB首席执行官CJ Desai领导其新业务单元Meta Enterprise Platform，并推出Muse for Small Business助手技术。
for its product and business strategy while revealing new hardware products such as the Muse Charm AI pendant As the company eyes a potential big business in the nascent AI agent market rivals like OpenAI, which debuted its Dots agent tools Tuesday, are doing the same.
BofA全球研究分析师在周一的报告中写道：“企业AI解决方案市场，包括云容量，预计到2028年将超过1万亿美元，我们认为Meta的消费者数据和通讯应用可以为Meta在面向消费型公司的AI企业销售中提供优势。”
Meanwhile, this week Meta also hired MongoDB CEO CJ Desai to head its new business unit called Meta Enterprise Platform while debuting Muse for Small Business agent technologies "The enterprise AI solutions market, including cloud capacity, is expected to exceed $1trn by 2028, and we think Meta's consumer data and communications apps could give Meta's advantages for AI enterprise sales to consumer-focused companies," BofA Global Research analysts wrote in a Monday note.
他们还预计Meta的模型API将在领先的超大规模平台上分发。9月也是Meta历史上第五佳月份。
"We would expect distribution of Meta's model APIs on leading hyperscaler platforms." September was also the fifth best month on record for Meta.
该股表现优于所有大型市值同行，并大幅跑赢纳斯达克，后者在此期间上涨近2%。BofA警告称，Meta的Muse可能威胁到苹果。
The stock outperformed all of its megacap peers and trounced the Nasdaq, which gained almost 2% over that stretch. BofA warns Meta's Muse could threaten Apple Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.