据Wells Fargo称，Meta Platforms似乎将继续借助Muse的成功继续上扬。
Meta Platforms looks set to continue soaring off the success of Muse, according to Wells Fargo .
该行将Meta的每股价格目标从796美元上调至1000美元，暗示从周一收盘价来看有近35%的上涨空间。Wells Fargo重申了对该股的超配评级。
The bank raised its price target for Meta to $1,000 per share up from $796, implying nearly 35% upside from Monday's close. Wells Fargo reiterated their overweight rating of the stock.
分析师肯·高尔雷斯基写道：“我们预计会有关于人工智能代理机会的热烈讨论。”
"Expect enthusiastic discussion of AI agent opportunities," analyst Ken Gawrelski wrote.
“我们认为2027财年将是新产品周期的盈利低点，类似于2022年Reels的开端，但Muse可能是一个更大、更以人工智能为驱动的产品周期。”
"[We] see FY27 as trough EPS of new product cycle, akin to 2022 beginning of Reels though w/ Muse a potentially much larger, AI-driven product cycle."
他补充道：“在2027年之后，随着市场开始纳入2028年及以后的人工智能产品收入贡献，预计Meta将成为一则一致的积极修正故事。”
After 2027, "expect Meta to be a consistent positive revisions story as market begins to layer in AI product revenue contributions in '28 and beyond," he added.
自9月8日发布个人人工智能代理Muse以来，Muse既激起了街头分析师的兴趣，也引起了零售消费者的关注。
Meta's release of personal AI agent Muse has both the Street and retail consumers buzzing since its launch Sept. 8.
自那以后，该股上涨近20%，而标普500指数仅上涨1.5%。
Meta's stock has increased nearly 20% since then against a 1.5% gain by the S & P 500.
Muse应用也迅速跃居苹果App Store免费应用榜榜首。
The Muse app has also rocketed to the top spot for free apps on Apple's App Store .
然而，高尔雷斯基预计Meta在讨论Muse时将设定“短期变现的低预期”。
META 3M mountain META last 3 months Gawrelski, however, expects commentary from Meta to set "muted expectations for near-term monetization" regarding Muse.
但从长远来看，他将Meta视为“一家加速增长的公司，在 messaging、广告工具和新消费者应用程序等领域拥有新兴的上涨人工智能选项”。
Long term, though, he sees Meta "as an accelerating growth story with emerging upside AI options in messaging, ad tools and new consumer applications."
据LSEG和FactSet数据显示，Wells Fargo的看好呼吁是华尔街中最看好的之一。
Wells Fargo's call is one of the most bullish on Wall Street.
该行的1000美元价格目标与覆盖该股分析师的最高价格目标并列。大多数覆盖该股的分析师持乐观态度。
The bank's $1,000 price target is tied for the highest analysts covering the stock, LSEG and FactSet data show. Most analysts covering the stock have a positive view.
LSEG数据显示，63位分析师中有56位将其评为买入或强力买入。
LSEG data shows that 56 of 63 rate it as a buy or strong buy.