AI优先，Meta不再Meta，扎总战略收缩元宇宙业务

科技区角05:00

#科技区角，看见更全面的科技世界12月5日科技区角报道，Meta首席执行官马克·扎克伯格正推动对元宇宙业务进行史上最大规模的战略收缩，计划将2026财年元宇宙部门预算削减高达30%，涉及虚拟世界平台Horizon Worlds、Quest虚拟现实设备及研发业务。此次预算削减是Meta 2026年度预算规划的关键组成部分。知情人士表示，扎克伯格上月在其夏威夷庄园主持召开多轮会议，要求Meta各业务线...

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Worlds的月活用户不足200万，Quest头显的全球市场份额仅约10%，且在内容上正面临越来越多的监管及批评。市场普遍将此次预算削减视为Meta的务实转型，华尔街分析师认为，削减元宇宙支出是止损的明智之举，称Meta终于放弃了“烧钱换未来”的幻想，转向更具盈利性的AI业务。消息传出后，Meta股价盘前大涨近6%，反映出投资者对该决策的积极预期。值得注意的是，扎克伯格近年来的公开表态已极少提及“元宇宙”，转而强调“AI是Meta的未来”，并将大量资金、人才从元宇宙业务转移至AI领域。2025年，Meta的AI研发投入同比增长40%，重点开发Llama大模型、Meta 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