<p><strong>Meta Platforms</strong>（META -1.15%）正在全力以赴。Facebook 的母公司今年发布了出色的财务业绩，并在股市上获得了卓越的表现。</p>
<p>Meta 在人工智能（AI）方面的工作在这一结果中发挥了重要作用。该公司正在实施以 AI 为驱动的举措，改善其核心业务——广告。得益于 AI，它正在帮助企业简化广告流程，同时提高其平台上的参与度。</p>
<p>然而，Meta Platforms 的 AI 前景远不止于其对广告收入的影响——而且这种影响应该会持续。这里有一个被低估的 AI 机会，投资者应该牢记。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ5NjQvcGVyc29uLXdlYXJpbmctZ2xhc3Nlcy1hbmQtdGFsa2luZy1vbi10aGUtcGhvbmUuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ5NjQvcGVyc29uLXdlYXJpbmctZ2xhc3Nlcy1hbmQtdGFsa2luZy1vbi10aGUtcGhvbmUuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>“AI 的理想形态”</h2>
<p>人们将如何在日常生活中与 AI 互动？智能手机已经具备许多 AI 驱动的功能，但 Meta Platforms 的首席执行官马克·扎克伯格认为，还有一个更好的选择：AI 眼镜。扎克伯格本人表示：“我仍然认为眼镜基本上将是 AI 的理想形态，因为你可以让 AI 看到你在一天中所见，听到你所听，与你对话。”</p>
<p>扎克伯格可能是对的。AI 聊天机器人可以做很多事情，但它们无法实时与我们周围的世界互动。AI 眼镜可以提供两全其美的解决方案：借助摄像头和麦克风，实时与日常活动互动，同时拥有类似于 ChatGPT 的庞大知识库、智能响应和分析能力。这就像拥有一双额外的眼睛、一对额外的耳朵和一个额外的大脑。Meta Platforms 正在加倍押注这一潜在机会。</p>
<p>这家科技巨头与 <strong>EssilorLuxottica</strong>（ESLOY 0.99%）建立了稳定的合作关系，该公司是著名品牌如 Oakley 和 Ray-Ban 的背后公司。Meta Platforms 在该股票中拥有少数股权。Meta Platforms 已在这两个品牌下推出 AI 眼镜，数据显示它们的需求正在飙升。EssilorLuxottica 指出，在 2025 年的前六个月，Meta 的 Ray-Ban AI 眼镜的销售同比增长超过 200%。</p>
<h2>这对投资者意味着什么？</h2>
<p>尽管如此，这些眼镜仍然只占 Meta Platforms 销售的微小比例。在第二季度，该公司的广告收入为 466 亿美元，占 Meta 总收入的 98%。尽管如此，这里可能存在一个重要的机会。截至 2025 年初，自 2023 年 10 月推出以来，Meta 的 Ray-Ban AI 眼镜已售出超过 200 万台，并计划将产量提高到每年销售 1000 万台。</p>
<p>考虑到全球有超过十亿人佩戴眼镜，这个数字微不足道。如果眼镜是 AI 的理想形态，并在 10 年内成为常态（扎克伯格的预测），也许即使是那些目前不佩戴眼镜的人最终也会不得不佩戴。这是扎克伯格所主张的另一点，即没有 AI 眼镜的人在未来将处于认知劣势。</p>
<p>如果这一点是正确的，那么 Meta Platforms 在这一领域的工作最终将证明是一个增长驱动因素，因为销售将显著增加。而且 Meta 已经处于一个良好的位置来受益。它在这一领域是先锋，已经在其 AI 战略中投入了大量资金，与一家领先的眼镜公司建立了合作关系，并在一个或两个受欢迎的品牌下推出了眼镜。当然，Meta Platforms 的前景远不止于其眼镜的雄心。</p>
<p>该公司应该继续受益于 AI，因为这项技术对其业务的每个方面都有积极影响。Meta Platforms 计划在明年完全自动化广告发布流程，这一举措可能会在其生态系统内推动广告需求并增加收入增长。Meta Platforms 还有其他增长机会，例如 WhatsApp 上的商业消息，以及在社交媒体专业领域中无与伦比的生态系统。该公司的整体前景看起来光明。</p>
<p>不过，我认为 Meta Platforms 的 AI 眼镜战略值得更多关注。投资者应该密切关注该业务在未来五年的发展。</p>

META

<p>Meta Platforms (META) 正在经历强劲的财务表现，这在很大程度上得益于其增强广告效果的人工智能举措。首席执行官马克·扎克伯格认为，人工智能眼镜可能会彻底改变与人工智能的日常互动，公司对其 Ray-Ban 人工智能眼镜的需求显著，销售额同比增长超过 200%。尽管这些眼镜目前仅占收入的一小部分，但其潜在增长空间巨大，尤其是在 Meta 计划扩大生产的情况下。总体而言，Meta 的人工智能战略和创新使其在未来增长中处于良好位置，成为一个具有吸引力的投资机会</p>

<p><strong>Meta Platforms</strong>(META -1.15%) is firing on all cylinders. Facebook's parent company has posted excellent financial results this year and has been rewarded with an outstanding performance on the stock market.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>（META -1.15%）正在全力以赴。Facebook 的母公司今年发布了出色的财务业绩，并在股市上获得了卓越的表现。</p>
</div><p>Meta's work in artificial intelligence (AI) has played a significant role in this result. The company is implementing AI-powered initiatives that are improving its core business -- advertising. It is helping businesses streamline the ad process while increasing engagement on its platforms, all thanks to AI.</p>
<div class="lb-trans"><p>Meta 在人工智能（AI）方面的工作在这一结果中发挥了重要作用。该公司正在实施以 AI 为驱动的举措，改善其核心业务——广告。得益于 AI，它正在帮助企业简化广告流程，同时提高其平台上的参与度。</p>
</div><p>However, Meta Platforms' AI prospects extend well beyond the impact it is already having -- and should continue to have -- on its advertising revenue. Here's one underrated AI opportunity investors should keep in mind.</p>
<div class="lb-trans"><p>然而，Meta Platforms 的 AI 前景远不止于其对广告收入的影响——而且这种影响应该会持续。这里有一个被低估的 AI 机会，投资者应该牢记。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ5NjQvcGVyc29uLXdlYXJpbmctZ2xhc3Nlcy1hbmQtdGFsa2luZy1vbi10aGUtcGhvbmUuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834964%2Fperson-wearing-glasses-and-talking-on-the-phone.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>The &#34;ideal form factor for AI&#34;</h2>
<div class="lb-trans"><h2>“AI 的理想形态”</h2>
</div><p>How will people interact with AI in their day-to-day lives? Smartphones already have many AI-powered functionalities, but Meta Platforms' CEO, Mark Zuckerberg, thinks there is an even better option: AI glasses. In Zuckerberg's own words: &#34;I continue to think that glasses are basically going to be the ideal form factor for AI because you can let an AI see what you see throughout the day, hear what you hear, talk to you.&#34;</p>
<div class="lb-trans"><p>人们将如何在日常生活中与 AI 互动？智能手机已经具备许多 AI 驱动的功能，但 Meta Platforms 的首席执行官马克·扎克伯格认为，还有一个更好的选择：AI 眼镜。扎克伯格本人表示：“我仍然认为眼镜基本上将是 AI 的理想形态，因为你可以让 AI 看到你在一天中所见，听到你所听，与你对话。”</p>
</div><p>Zuckerberg may have a point. AI chatbots can do a lot, but they can't interact with the world around us in real time. AI glasses can offer the best of both worlds: real-time interaction with day-to-day activities, thanks to cameras and microphones, along with a vast library of knowledge, intelligent responses, and analysis capabilities similar to those of ChatGPT. It's like having an extra pair of eyes, ears, and a brain. Meta Platforms is doubling down on this potential opportunity.</p>
<div class="lb-trans"><p>扎克伯格可能是对的。AI 聊天机器人可以做很多事情，但它们无法实时与我们周围的世界互动。AI 眼镜可以提供两全其美的解决方案：借助摄像头和麦克风，实时与日常活动互动，同时拥有类似于 ChatGPT 的庞大知识库、智能响应和分析能力。这就像拥有一双额外的眼睛、一对额外的耳朵和一个额外的大脑。Meta Platforms 正在加倍押注这一潜在机会。</p>
</div><p>The tech leader has an established partnership with <strong>EssilorLuxottica</strong>(ESLOY 0.99%), the eyewear company behind renowned brands such as Oakley and Ray-Ban. Meta Platforms owns a minority stake in the stock. Meta Platforms has launched AI glasses under both brands, and the data shows that they are experiencing soaring demand. EssilorLuxottica noted that in the first six months of 2025, sales of Meta's Ray-Ban AI glasses increased by more than 200% year over year.</p>
<div class="lb-trans"><p>这家科技巨头与 <strong>EssilorLuxottica</strong>（ESLOY 0.99%）建立了稳定的合作关系，该公司是著名品牌如 Oakley 和 Ray-Ban 的背后公司。Meta Platforms 在该股票中拥有少数股权。Meta Platforms 已在这两个品牌下推出 AI 眼镜，数据显示它们的需求正在飙升。EssilorLuxottica 指出，在 2025 年的前六个月，Meta 的 Ray-Ban AI 眼镜的销售同比增长超过 200%。</p>
</div><h2>What does this mean for investors?</h2>
<div class="lb-trans"><h2>这对投资者意味着什么？</h2>
</div><p>That said, these glasses still make up only a tiny percentage of Meta Platforms' sales. In the second quarter, the company's advertising revenue of $46.6 billion accounted for 98% of Meta's total revenue. Nevertheless, there could be a meaningful opportunity here. As of early 2025, Meta's Ray-Ban AI glasses had sold over two million units since their launch in October 2023, with plans to ramp up production to sell 10 million units per year.</p>
<div class="lb-trans"><p>尽管如此，这些眼镜仍然只占 Meta Platforms 销售的微小比例。在第二季度，该公司的广告收入为 466 亿美元，占 Meta 总收入的 98%。尽管如此，这里可能存在一个重要的机会。截至 2025 年初，自 2023 年 10 月推出以来，Meta 的 Ray-Ban AI 眼镜已售出超过 200 万台，并计划将产量提高到每年销售 1000 万台。</p>
</div><p>That's a minuscule number considering that more than a billion people worldwide wear glasses. And if glasses are the ideal form factor for AI and become the norm within 10 years (Zuckerberg's prediction), perhaps even those who don't currently wear them will eventually have to do so. This is something else Zuckerberg has argued, namely that people without AI glasses will be at a cognitive disadvantage in the future.</p>
<div class="lb-trans"><p>考虑到全球有超过十亿人佩戴眼镜，这个数字微不足道。如果眼镜是 AI 的理想形态，并在 10 年内成为常态（扎克伯格的预测），也许即使是那些目前不佩戴眼镜的人最终也会不得不佩戴。这是扎克伯格所主张的另一点，即没有 AI 眼镜的人在未来将处于认知劣势。</p>
</div><p>If this is correct, then Meta Platforms' work in this area will eventually prove to be a growth driver as sales ramp up significantly. And Meta is already in a great position to benefit. It has been a pioneer in this field, having invested a substantial amount in its AI strategy, partnered with a leading eyewear company, and launched glasses under the umbrella of a popular brand or two. Of course, Meta Platforms' prospects go well beyond its eyewear ambitions.</p>
<div class="lb-trans"><p>如果这一点是正确的，那么 Meta Platforms 在这一领域的工作最终将证明是一个增长驱动因素，因为销售将显著增加。而且 Meta 已经处于一个良好的位置来受益。它在这一领域是先锋，已经在其 AI 战略中投入了大量资金，与一家领先的眼镜公司建立了合作关系，并在一个或两个受欢迎的品牌下推出了眼镜。当然，Meta Platforms 的前景远不止于其眼镜的雄心。</p>
</div><p>The company should continue benefiting from AI, as the technology has a positive impact on every aspect of its business. Meta Platforms aims to automate the ad launch process completely by next year, an initiative that could boost ad demand within its ecosystem and increase top-line growth. Meta Platforms also has other growth opportunities, such as business messaging on WhatsApp, as well as an ecosystem that is second to none among social media specialists. The company's overall prospects look bright.</p>
<div class="lb-trans"><p>该公司应该继续受益于 AI，因为这项技术对其业务的每个方面都有积极影响。Meta Platforms 计划在明年完全自动化广告发布流程，这一举措可能会在其生态系统内推动广告需求并增加收入增长。Meta Platforms 还有其他增长机会，例如 WhatsApp 上的商业消息，以及在社交媒体专业领域中无与伦比的生态系统。该公司的整体前景看起来光明。</p>
</div><p>Meta Platforms' AI glasses strategy, though, deserves a little more attention, in my view. Investors should pay close attention to how that side of the business evolves in the next five years.</p>
<div class="lb-trans"><p>不过，我认为 Meta Platforms 的 AI 眼镜战略值得更多关注。投资者应该密切关注该业务在未来五年的发展。</p>
</div>

1 Underrated Reason to Buy This Trillion-Dollar Artificial Intelligence (AI) Stock

- Meta Platforms 今年财务表现优异，股市表现突出。  
- AI 技术推动广告业务增长，Ray-Ban AI 眼镜销量激增。  
- 未来 AI 眼镜可能成为主流，Meta 有望实现显著增长。

购买这只市值万亿美元的人工智能（AI）股票的一个被低估的理由