眼动追踪是扎克伯格VR战略中的缺失拼图 （映维网Nweon 2026年01月19日）从最初的强推元宇宙到如今的战略转向，Meta究竟错在哪里呢？Upload的伊恩·汉密尔顿（Ian Hamilton）认为，Meta的困境并非VR行业之过，而是一场在错误时间、以错误顺序、为错误愿景执行的技术远征。Meta在关键技术上的 滞后决策，尤其是眼动追踪，同时对"元宇宙"社交愿景的过度执着，使其逐渐丧失先发优势。 2014年，马克·扎克伯格以数十亿美元收购Oculus VR，其前提是虚拟现实将成为个人计算的基石。到了2026年，随着OpenXR和Flatpak技 术的发展，虚拟现实正真正开始在这些基石中扎根。以眼动追踪为关键特征的VR头显操作系统，如今正获得谷歌、Valve和苹果的持续更 新。新的封闭生态体系正在快速建立，即便旧的体系正在瓦解。Valve深耕游戏领域，谷歌依托Android APK生态，而苹果正在打造全新 的直播体育与电视体验——所有这一切都以VR作为全景显示的载体。 在不久前，Meta宣布了其迄今为止最剧烈的战略调整。尽管VR的未来从未如此光明，但Meta转型的沉重代价，可能让一些人认为Oculus V ...

Core Insights - Meta Platforms has transitioned from a social media powerhouse to a more ambitious focus on artificial intelligence, immersive experiences, and the metaverse [1][2] - The company's stock has returned 182% over the last five years, with a 29.6% gain this year, outperforming the Nasdaq Composite Index's 12.9% gain [2] - A critical question remains regarding the return on Meta's significant investments in AI and immersive hardware, as CEO Mark Zuckerberg views these as foundational for the metaverse [2] Financial Performance - In the second quarter, Reality Labs generated $370 million in revenue, reflecting a 5% year-over-year increase, but incurred operating losses of $4.5 billion primarily due to R&D and infrastructure costs [4] - Despite the losses, Meta remains optimistic about the potential of Reality Labs and its products, including the Quest series and Ray-Ban Meta smart glasses [3][4] Market Position and Future Outlook - Meta's Reality Labs is seen as integral to its metaverse ambitions, focusing on VR, AR, and related technologies [3] - The company plans to expand the supply of Ray-Ban Meta glasses, which are viewed as a key component for integrating superintelligence into daily life [4] - Ongoing losses in Reality Labs raise concerns about the sustainability of Meta's investment strategy without clear monetization pathways [5]