元宇宙正从概念炒作回归理性

Core Viewpoint - Meta is shifting its focus from the metaverse to AI hardware, planning to cut its metaverse budget by 30% next year due to ongoing losses exceeding $70 billion over the past four years, while also considering acquiring an AI wearable startup [1][2]. Group 1: Meta's Strategic Shift - Meta's metaverse business has faced continuous losses, with challenges including underwhelming technology maturity, insufficient user interest, and unclear commercialization prospects [1]. - The market reacted positively to Meta's decision to reduce metaverse funding, resulting in a stock price increase of over 3%, reflecting investor concerns about ongoing losses in this segment [1]. - Despite the budget cuts, the metaverse remains a long-term vision for Meta, with generative AI contributing to content development, but the company is prioritizing AI hardware for more immediate returns [1]. Group 2: AI Hardware Market Dynamics - Meta's AI glasses have gained significant market traction, capturing 73% market share in the first half of the year, with shipments increasing over 200% year-on-year, positioning it as a new growth engine [2]. - The company is reallocating investments from the metaverse to AI hardware, emphasizing its commitment to AI infrastructure with a substantial portion of its $72 billion capital expenditure directed towards this area [2]. - The competition in AI hardware is intensifying, with major tech companies like Alibaba, ByteDance, and Google entering the market, indicating a fierce battle for dominance in AI glasses and smartphones by 2026 [2].