Key Takeaways META signed long-term nuclear energy deals to secure up to 6.6 GW of power by 2035. These deals reduce energy price risks and support META's expanding AI infrastructure needs. Heavy capex, competition, and valuation concerns are weighing on META's stock performance. Meta Platforms (META) is one of the prolific hyperscalers spending massively on AI infrastructure, including data centers that are pivotal to bringing personal superintelligence and a better app experience to everyone across its pl ...

智通财经APP获悉，周三，科技股普遍走低，截至发稿，Meta(META.US)跌超1.7%，亚马逊 (AMZN.US)跌超1.8%，特斯拉(TSLA.US)跌超1.9%，英伟达(NVDA.US)跌超2.6%，AMD(AMD.US)跌 超2.3%，甲骨文(ORCL.US)跌超3%，奈飞(NFLX.US)、微软(MSFT.US)、谷歌(GOOG.US,GOOGL.US) 跌超1.3%，苹果(AAPL.US)跌0.6%。 ...

Meta至少裁员1000人，公司战略重心从元宇宙转向其他领域。 据彭博社报道，Meta Reality Labs部门约10%的员工将从周二开始被裁员，该部门负责开发XR产品和服 务。 Meta发言人Tracy Clayton在给The Verge的声明中确认了裁员消息："我们上个月表示，将把部分投资从 元宇宙转向可穿戴设备。这是该努力的一部分，我们计划将节省的资金重新投入，以支持今年可穿戴设 备的增长。" 近年来，Meta的Ray-Ban智能眼镜已经抢夺了VR头显的风头，特别是去年推出的Meta Ray-Ban Display。彭博社周二还报道称，面对激增的需求，Meta可能计划到2026年底将其AI智能眼镜的产能翻 倍。因此，Meta转向更多关注可穿戴设备，而减少对基本被遗忘的元宇宙的关注，这可能并不令人意 外。 Q1：Meta为什么要裁员Reality Labs部门？ A：Meta确认裁员是因为公司战略调整，将投资重心从元宇宙转向可穿戴设备。公司计划将节省的资金 重新投入，以支持可穿戴设备业务的增长。 Q2：MetaRay-Ban智能眼镜表现如何？ A：Meta Ray-Ban智能眼镜近年来表现出色，已经 ...

明日主题前瞻 1、半导体 | 据新华社报道，近日，天津大学精密测试技术及仪器全国重点实验室黄显、国瑞团队与清华大学深圳国际研究生院汪鸿章团队合作，提出一种 基于液态金属电路与热塑性薄膜的"热缩制备策略"，为柔性电子与智能感知领域带来重要突破。研究团队依靠此项技术已成功为机器人手臂、头部定制了贴 合触觉传感器阵列，让机器人拥有了灵敏的"电子皮肤"。 点评：分析认为，柔性电子产业正迎来技术爆发与市场扩张的黄金期，随着技术不断成熟和应用场景持续拓展，未来将深刻改变消费电子、医疗健康、智能 交通等多个领域的产业格局，为人类生活带来革命性变化。机构预计，到2030年柔性电子全球市场规模将突破8000亿元人民币，年复合增长率保持在 18%-25%之间。中国凭借完整的产业链、强大的制造能力和持续的政策支持，有望在全球柔性电子市场中占据重要地位，实现从"跟跑"到"并跑"乃至局 部"领跑" 2、AI闪购 | 1月14日，阿里巴巴视频号预告，1月15日10:00将召开千问App发布会，见证AI如何"开启办事时代"。此前，阿里核心管理层表示，将千问项目 视为"AI时代的未来之战"。阿里计划将地图、外卖、购物、健康等各类生活场景接入 ...

Market Analysis by covering: Cameco Corp, Uranium Energy Corp, Meta Platforms Inc, Uranium Futures. Read 's Market Analysis on Investing.com ...

Core Insights - Airbnb has appointed Ahmad Al-Dahle, a former leader of AI at Meta, as its new Chief Technology Officer [1] Company Developments - The appointment of Ahmad Al-Dahle is expected to enhance Airbnb's technological capabilities, particularly in artificial intelligence [1]

4年前，马克·扎克伯格力排众议，将公司名称从Facebook更名为Meta，一个源于Metaverse（意即元宇 宙）的科幻词汇，来描述新公司在虚拟世界中的新愿景。4年后，这场花费了数百亿美元的转型，以相 关业务裁员上千人而告终。但Meta的下一个豪赌——人工智能同样诸多不顺。唯一能让投资者感到乐 观的，是公司在智能眼镜上的高歌猛进。 VR业务裁员千人 据美国媒体报道，Meta本周已启动对Reality Labs部门内虚拟现实（VR）相关业务员工的裁员计划，同 时关闭多家专注于VR内容开发的工作室，此次裁员涉及约10%的硬件部门及Horizon Worlds虚拟社交网 络员工，总人数超1000人，标志着公司在元宇宙领域的野心大幅收缩，转而全力聚焦人工智能（AI） 业务。 从资金投入和产出看，Meta的元宇宙转型迟迟看不到回报。自2020年末以来，Reality Labs部门累计亏 损已超700亿美元，2025年10月发布的最新季度财报显示，该部门当季营收4.7亿美元，亏损却高达44亿 美元。而Horizon Worlds自推出以来便命运多舛，2022年8月，扎克伯格发布的平台avatar图片因画质粗 糙遭社交 ...

Meta又双叒向元宇宙动刀！ 1500人失业，VR是重灾区。 文 ｜ 云鹏 编辑 ｜ 心缘 来源｜ 智东西（ID：zhidxcom） 封面来源 ｜ IC Photo 智东西1月13日消息，据《纽约时报》报道，Meta计划对元宇宙业务所在的 Reality Labs部门裁员10% ，涉及大约 1500人， 最早将在当地时间周二官宣。 Meta还计划投资数百亿美元打造数据中心，此外，为了挖到更多AI领域的优秀人才，Meta开出了丰厚的薪酬，"天价挖人"比比 皆是。 另一方面，Meta要增加可穿戴部门预算，让自家的AI眼镜产品得到更多资源，在AI眼镜竞争中保持优势。扎克伯格曾提到， AI 眼镜将是"我们将超级智能融入日常生活的主要方式"， 显然，AI眼镜是Meta的AI大棋中的关键一环。 目前Meta的Reality Labs部门大约有15000名员工， 10%大约是1500人。 Meta总员工数为78000人，所以总体比例并不高。 2025年10月重组后，Reality Labs主要包括Horizon OS、元宇宙和可穿戴三大部门，VR头显归属Horizon OS，AI眼镜属于可 穿戴业务。 据报道，Realit ...

Core Insights - The Chinese AI glasses market is entering a new phase after the "Hundred Glasses War" in 2025, with significant developments expected in 2026 as major players like Baidu and ByteDance join the competition [1][2] - Global market dynamics are shifting, with Meta maintaining a dominant position, while Google and Apple are also making strategic moves to capture market share [1][6] Investment and Financing - Companies like Thunderbird Innovation and Flash Technology have recently secured significant funding, indicating strong investor interest in the AI glasses sector [3][4] - Thunderbird Innovation raised over 1 billion yuan, while Flash Technology completed a financing round of nearly 100 million yuan to support the development of new AI glasses [3] Market Dynamics - The AI glasses market is expected to experience explosive growth in 2026, driven by successful commercialization efforts from companies like Ray-Ban Meta and the anticipated entry of tech giants like Apple and Samsung [5][6] - The global AI smart glasses market is projected to grow from 6 million units in 2025 to 20 million units in 2026, with revenue increasing from $1.2 billion to $5.6 billion [9] Competitive Landscape - The entry of major internet and mobile companies is intensifying competition, leading to potential market share erosion for existing players while also creating opportunities for startups [8][9] - The current consumer base for AI glasses primarily consists of early adopters, and the market has yet to establish a strong "must-have" demand [4][5] Technological Advancements - The introduction of eSIM technology is seen as a significant step towards making AI glasses independent devices, enhancing their functionality beyond being mere accessories [3] - Improvements in product quality and user experience are critical for retaining customers, as many users currently engage with AI glasses primarily out of curiosity [4][5] Ecosystem Development - Google is actively working on building an Android XR ecosystem through partnerships with companies like Qualcomm and Samsung, aiming to create a robust hardware ecosystem for smart glasses [6][7] - The ongoing development of the Android XR ecosystem is expected to foster innovation and application expansion in the smart glasses market, although widespread adoption may take time [7][8]

Group 1 - Meta is laying off 10% of staff in its Reality Labs division, which has approximately 15,000 employees, potentially impacting over 1,000 people [1] - The company plans to shut down studios such as Armature Studio, Twisted Pixel, and Sanzaru, along with Oculus Studios Central Technology [2] - Job cuts will not affect employees working on augmented reality, as Meta aims to develop glasses and controllers, with savings from cuts allocated for AR development [3] Group 2 - Meta is shifting focus towards AI development, having moved metaverse head Vishal Shah to oversee AI products and reorganized to establish Superintelligence Labs [4] - The company is actively recruiting top researchers from other labs to enhance its AI capabilities [4] - Meta did not provide immediate comments regarding the layoffs and restructuring [5]