--- title: "QUICK SPARK: Meta Could Be the AI Trade’s Come-From-Behind Winner, Says Strategist" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/300598245.md" description: "WisdomTree strategist Sam Rines identifies Meta Platforms as an overlooked AI winner, arguing that the market is shifting focus from AI spending to tangible returns. Unlike infrastructure giants, Meta leverages AI to enhance its existing advertising revenue and monetize new products like Muse. As investors demand clearer ROI from hyperscalers' investments, Meta's ability to generate immediate income positions it as a potential come-from-behind beneficiary in the AI trade." datetime: "2026-09-30T15:59:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/300598245.md) - [en](https://longbridge.com/en/news/300598245.md) - [zh-HK](https://longbridge.com/zh-HK/news/300598245.md) generator: "portal-rs" --- # QUICK SPARK: Meta Could Be the AI Trade’s Come-From-Behind Winner, Says Strategist **NVIDIA Corp** (NASDAQ:NVDA) has captured the financial spotlight from the AI boom, but the next phase of the trade could favor companies that are already turning AI into revenue. WisdomTree Macro Strategist **Sam Rines** sees **Meta Platforms Inc** (NASDAQ:META) as an overlooked beneficiary as investors increasingly focus on returns rather than spending. **• Meta Platforms stock is showing upward bias. What’s next for META stock?** "Meta appears to be the most overlooked," Rines told Benzinga in an exclusive email interview. The case is less about Meta becoming another AI infrastructure giant and more about how AI is strengthening a business that already generates substantial revenue. Rines pointed to Meta’s advertising business, where AI is helping improve ad delivery, as well as the company’s newer AI products. Meta recently launched Muse, which Rines said has generated excitement and driven app downloads. He also highlighted the company’s enterprise AI offering as another potential avenue for monetization. That could become increasingly important if investors start demanding clearer returns from the enormous AI investments being made by Microsoft, Alphabet and other hyperscalers. “Meta could emerge as a come-from-behind winner,” he said. **Read Also: Nvidia’s Software Advantage Under Threat by DeepSeek-Huawei Alliance** *Photo: Shutterstock* ### 相关股票 - [META.US](https://longbridge.com/zh-CN/quote/META.US.md) - [FBL.US](https://longbridge.com/zh-CN/quote/FBL.US.md) - [FBX.US](https://longbridge.com/zh-CN/quote/FBX.US.md) - [FBY.US](https://longbridge.com/zh-CN/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/zh-CN/quote/FBYY.US.md) - [MEIB.US](https://longbridge.com/zh-CN/quote/MEIB.US.md) - [METD.US](https://longbridge.com/zh-CN/quote/METD.US.md) - [METG.US](https://longbridge.com/zh-CN/quote/METG.US.md) - [METQ.US](https://longbridge.com/zh-CN/quote/METQ.US.md) - [METU.US](https://longbridge.com/zh-CN/quote/METU.US.md) - [METW.US](https://longbridge.com/zh-CN/quote/METW.US.md) - [DPSK.NA](https://longbridge.com/zh-CN/quote/DPSK.NA.md) - [HUAWEI.NA](https://longbridge.com/zh-CN/quote/HUAWEI.NA.md) - [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [MSFT.US](https://longbridge.com/zh-CN/quote/MSFT.US.md) - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) ## 相关资讯与研究 - [Balefire LLC 减持 Meta Platforms, Inc. $META 股票](https://longbridge.com/zh-CN/news/301469674.md) - [AI 变现护城河：Meta 利用社交参与度抵消不断上升的基础设施支出](https://longbridge.com/zh-CN/news/301302705.md) - [Meta退出后，Manus筹集超过5亿美元资金](https://longbridge.com/zh-CN/news/301289020.md) - [Meta 首席运营官哈维尔·奥利万出售价值 1,151,171.04 美元的 Meta 普通股](https://longbridge.com/zh-CN/news/301190629.md) - [Meta Muse 下载量增速放缓——Hunterbrook 做空该股](https://longbridge.com/zh-CN/news/301435256.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**