彭博社：扎克伯格拟削减Meta元宇宙预算最高30％

Core Insights - Meta is considering a budget cut of up to 30% for its metaverse division, potentially starting in January 2024 with layoffs [1][3] - The decision comes as the metaverse business has not met expectations, and Reality Labs has incurred over $60 billion in losses since 2020 [3] - Following the news, Meta's stock surged nearly 6%, with analysts estimating that the budget cut could reduce costs by approximately $4 billion to $6 billion in 2026 [3] Group 1 - Meta's CEO Mark Zuckerberg held a meeting with executives to discuss the company's strategy and plans for the upcoming year [3] - The company is shifting focus towards AI investments, leading to discussions about significant budget reductions for the metaverse [3] - Analysts from TD Cowen and BNP Paribas suggest that the reported budget cuts could positively impact Meta's earnings forecasts for 2027 [3] Group 2 - Investor scrutiny has increased regarding Meta's metaverse projects, with many viewing it as a "bottomless pit" [3] - Zuckerberg has shifted his public discussions away from the metaverse, focusing more on AI-related topics in recent communications [3] - The proposed budget cuts are not yet finalized, indicating ongoing deliberations within the company [3]