扎克伯格还说，Meta计划将生成式AI嵌入更多产品，作为计划的一部分，Meta会在App中引入AI代理。 Meta CEO扎克伯格最近谈到了苹果新发布的Vision Pro头盔，批评其社交属性差，几乎都是一个人在使 用。 扎克伯格称苹果的"愿景和价值"与Meta不同，他表示："对于元宇宙和存在，我们的愿景从根本上讲是 关于社会和社交的，关于人与人的互动的，是想以新颖神奇的方式让人获得更亲密的感受。反观苹果， 看它的演示，几乎都是一个人独自坐在沙发上。" 当地时间8日，Meta召开全员大会，扎克伯格提及公司正在开发的各种AI技术，当中有一项技术允许用 户通过输入提示文本编辑照片。 扎克伯格声称Meta的AI研发直接与元宇宙关联，但之前有报道称Meta对元宇宙有退缩之意。 ...

据报道，美国彭博社专栏作家马克·古尔曼（Mark Gurman）上周上手试用了尚未发布的Quest 3混合现 实头显。在他看来，这是同样尚未发布的苹果混合现实头显最大的挑战者。 因此，这两家科技巨头将在头显市场掀起一场战争，这可能与15年前苹果与谷歌Android在智能手机市 场的竞争类似：iPhone主导高端、高价市场，拥有封闭生态系统；Android的定位相对较低，但采用开 放式平台。 在头显市场，苹果将凭借售价超过2000美元的产品立刻夺取高端市场。不过，Meta也仍会继续主导低 端市场。苹果进军虚拟现实市场后，将会带火整个行业，所以Meta反而会因此受益——那些对这项技 术蠢蠢欲动但却无力承担苹果高价产品的消费者，很有可能选择Meta的产品。 这场对决将在未来几个月上演：苹果计划于6月5日发布其混合现实头显，Meta则准备在10月份推出最 新型号。尽管苹果的设备仍未发布，但古尔曼却有幸测试了即将发布的Meta Quest 3。 他测试的是原型版产品，希望通过这一过程感受它对苹果的威胁。测试范围包括操作界面、视频传递、 软件和游戏功能等。 该设备的开发代号为Eureka，比2020年发布的Quest 2 ...

Group 1 - Meta has initiated its final round of large-scale layoffs, affecting around 6,000 employees across various departments including marketing, website security, and corporate communications [1] - The total number of employees at Meta has decreased to the level seen in mid-2021, with a total reduction of 25% expected after the layoffs are completed [1] - Meta's market value has doubled this year, significantly outperforming the S&P 500, primarily due to aggressive cost-cutting measures and a focus on AI [1] Group 2 - The layoffs primarily target non-engineering positions, indicating an enhanced status for coding and programming roles within the company [1] - Following the layoffs in April, it was noted that while some technical teams were affected, the impact was mainly on non-engineering roles such as content design and user experience research [2] - The importance of the Indian market for Meta is highlighted, although two senior executives in the Indian division were dismissed due to the company's restructuring efforts [2]

Italy's antitrust authority said on Wednesday it has broadened the scope of its investigation into Meta Platforms over allegations the company abused its dominant position through the use of its artificial intelligence tool on messaging service WhatsApp. ...

Most sectors on the S&P 500 closed on a positive note, with communication services, health care and consumer discretionary stocks recording the biggest gains on Tuesday. However, utilities and energy stocks bucked the overall market trend, closing the session lower. The Dow Jones closed higher by around 664 points to 47,112.45 on Tuesday. The S&P 500 gained 0.91% to 6,765.88, while the Nasdaq Composite gained 0.67% to 23,025.59 during Tuesday's session. Investors are awaiting earnings results from Deere & C ...

Core Insights - The report by TrendForce indicates that the competition in AR glasses display technologies is intensifying, with LEDoS and LCoS technologies poised for growth opportunities by 2025 and 2030 [1][2][3] Group 1: AR Glasses Market Trends - Major brands like Meta, Apple, Amazon, and RayNeo are actively investing in AR glasses, leading to increased competition in display technologies [1] - By 2025, the penetration rates for LEDoS and LCoS technologies are projected to be 37% and 7%, respectively, with further growth expected by 2030 to 65% and 11% [1][2] Group 2: Chinese Brands and Technology Adoption - Chinese brands are the primary drivers of AR glasses shipments, initially focusing on viewing applications, which led to the adoption of the mature and cost-effective OLEDoS technology [1] - As the industry evolves, the demand for brightness and transparency in AR glasses is increasing, prompting brands to shift resources away from viewing products [1] Group 3: LEDoS Technology Development - The market for AI-assisted information display glasses is heating up, with various players, including Chinese cloud service providers and traditional consumer electronics brands, entering the LEDoS segment [2] - The penetration rate of LEDoS technology is expected to rise to 37% by 2025, driven by rapid product development and collaboration with supply chains [2] Group 4: LCoS Technology Insights - LCoS technology is favored by Meta due to its cost-effectiveness and excellent power performance under average pixel brightness [3] - The penetration rate for LCoS technology is anticipated to reach 7% by 2025, with a slower growth forecast to 11% by 2030 due to challenges in high brightness and contrast [3]

The amount of the settlement, disclosed in a filing Thursday in Delaware Chancery Court, had been sealed since a trial was halted in July. A lawsuit by Meta investors claimed board members mishandled the Cambridge Analytica data privacy scandal and improperly agreed to a $5 billion US Federal Trade Commission settlement to personally protect Zuckerberg. Meta shareholders sought at least $7 billion in damages, arguing directors wrongfully overpaid in the FTC deal to prevent Zuckerberg from digging into his o ...

整理 | 华卫 近日，据外媒报道，Meta 正考虑采用谷歌设计的芯片。受此消息影响，英伟达股价下跌，盘中最大跌幅达 7%，随后有所回升，于 11 月 25 日收盘下跌 4.3%。谷歌母公司 Alphabet 股价则延续涨势，在前一天大涨逾 6% 后，当日再涨 4.2%。 报道称，Meta 计划斥资数十亿美元采购谷歌张量处理单元（TPU），相关芯片预计将于 2027 年在 Meta 的数据中心投入使用，且明年或将从谷歌云部 门租赁该类芯片。据了解内部表态的人士透露，部分谷歌云高管认为，该计划有望帮助公司抢占英伟达数据中心业务高达 10% 的营收份额。考虑到英 伟达仅 2025 年第二季度的 Data Center 部门营收就超过 510 亿美元，若谷歌能拿下这一比例的份额，或意味着数百亿美元的营收增量。 作为定制化芯片，TPU 被业内专家认为是谷歌的核心竞争优势，该产品能为客户提供高效能的 AI 专用计算解决方案。此外，谷歌还开发了全新配套软 件，旨在降低 TPU 的使用门槛。若 Meta 最终落地 TPU 采购计划，这将成为谷歌的重大胜利，也是对其芯片技术的潜在市场验证。 一笔交易，或助 Alphabet 估 ...

It is unacceptable that a 13-year-old girl gets propositioned on social media. Unfortunately, it happens all too frequently today. We found that one in eight kids aged 13 to 15 years old experienced unwanted sexual advances in the last 7 days.Instagram knows when a kid spends a significant amount of time looking at harmful content, content that they are recommending. Meta must be held accountable for their recommendations and for the unwanted sexual advances that Instagram enables. Today, just about every p ...

Group 1 - The Zhongzheng Cloud Computing and Big Data Theme Index (930851) has shown strong growth, with notable increases in constituent stocks such as Zhongji Xuchuang (300308) up 14.48%, Xinyi Sheng (300502) up 10.61%, and Shiji Information (002153) up 10.00% [1] - The Big Data ETF (159739) has risen by 3.96%, with the latest price reported at 1.55 yuan [1] - The AI industry chain is experiencing a broad rally, particularly in computing hardware stocks, with active performance in AI applications [2] Group 2 - Meta is negotiating with Google to use TPU chips worth billions of dollars in its data centers by 2027, which could generate significant revenue for Google [2] - Alphabet recently achieved a quarterly revenue exceeding $100 billion for the first time in Q3 2025, marking a 16% year-on-year growth [2] - The total potential market size for Optical Circuit Switching (OCS) is expected to exceed $1.6 billion by 2029, driven by advancements in Google's AI processes [2] Group 3 - The Zhongzheng Cloud Computing and Big Data Theme Index includes 50 listed companies involved in cloud computing services, big data services, and related hardware, reflecting the overall performance of these sectors [3] - As of October 31, 2025, the top ten weighted stocks in the index account for 61.58% of the total, including Zhongji Xuchuang (300308), Xinyi Sheng (300502), and Keda Xunfei (002230) [3]