Meta爆砍元宇宙预算，扎克伯格要把钱拿去做AI眼镜了

Core Viewpoint - Meta is planning to reduce its investment in the metaverse by 30% by 2026, reallocating funds to AI glasses and wearable devices, with potential layoffs in the metaverse division starting as early as January [1][5][9] Group 1: Budget Cuts and Resource Allocation - Meta's management is considering a budget cut of 30% for the metaverse segment, which could lead to layoffs of 10% to 30% of the department's workforce [1][5] - The savings from the metaverse budget will be redirected to other projects within the Reality Labs department, particularly AI glasses and wearable devices [5][9] - The budget reduction is part of the overall budget planning for 2026, with a goal of achieving a 10% cost reduction across departments [6] Group 2: Performance and Strategic Shift - The Reality Labs division has incurred losses exceeding $70 billion since early 2021, indicating ongoing financial challenges [7] - Meta's focus is shifting towards consumer hardware development, with the hiring of Alan Dye from Apple to lead a new design studio for hardware, software, and AI interface integration [7][8] - The company has already made management adjustments within the metaverse division, indicating a strategic pivot towards AI and augmented reality [8][9] Group 3: Market Response and Future Outlook - Following the announcement of budget cuts, Meta's stock price rose by 3.43%, closing at $661.53 per share, with a market capitalization of $1.67 trillion [2] - Meta's metaverse vision has faced skepticism from investors and regulatory scrutiny, leading to a reassessment of its long-term strategy [6][9] - The company is expected to invest hundreds of billions in data centers and AI development in the future, signaling a commitment to AI and consumer hardware over the metaverse [9]