<p><strong>Meta Platforms</strong>（META -1.15%）正在全力以赴。Facebook 的母公司今年發佈了出色的財務業績，並在股市上獲得了卓越的表現。</p>
<p>Meta 在人工智能（AI）方面的工作在這一結果中發揮了重要作用。該公司正在實施以 AI 為驅動的舉措，改善其核心業務——廣告。得益於 AI，它正在幫助企業簡化廣告流程，同時提高其平台上的參與度。</p>
<p>然而，Meta Platforms 的 AI 前景遠不止於其對廣告收入的影響——而且這種影響應該會持續。這裏有一個被低估的 AI 機會，投資者應該牢記。</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>圖片來源：Getty Images。</p>
<h2>“AI 的理想形態”</h2>
<p>人們將如何在日常生活中與 AI 互動？智能手機已經具備許多 AI 驅動的功能，但 Meta Platforms 的首席執行官馬克·扎克伯格認為，還有一個更好的選擇：AI 眼鏡。扎克伯格本人表示：“我仍然認為眼鏡基本上將是 AI 的理想形態，因為你可以讓 AI 看到你在一天中所見，聽到你所聽，與你對話。”</p>
<p>扎克伯格可能是對的。AI 聊天機器人可以做很多事情，但它們無法實時與我們周圍的世界互動。AI 眼鏡可以提供兩全其美的解決方案：藉助攝像頭和麥克風，實時與日常活動互動，同時擁有類似於 ChatGPT 的龐大知識庫、智能響應和分析能力。這就像擁有一雙額外的眼睛、一對額外的耳朵和一個額外的大腦。Meta Platforms 正在加倍押注這一潛在機會。</p>
<p>這家科技巨頭與 <strong>EssilorLuxottica</strong>（ESLOY 0.99%）建立了穩定的合作關係，該公司是著名品牌如 Oakley 和 Ray-Ban 的背後公司。Meta Platforms 在該股票中擁有少數股權。Meta Platforms 已在這兩個品牌下推出 AI 眼鏡，數據顯示它們的需求正在飆升。EssilorLuxottica 指出，在 2025 年的前六個月，Meta 的 Ray-Ban AI 眼鏡的銷售同比增長超過 200%。</p>
<h2>這對投資者意味着什麼？</h2>
<p>儘管如此，這些眼鏡仍然只佔 Meta Platforms 銷售的微小比例。在第二季度，該公司的廣告收入為 466 億美元，佔 Meta 總收入的 98%。儘管如此，這裏可能存在一個重要的機會。截至 2025 年初，自 2023 年 10 月推出以來，Meta 的 Ray-Ban AI 眼鏡已售出超過 200 萬台，並計劃將產量提高到每年銷售 1000 萬台。</p>
<p>考慮到全球有超過十億人佩戴眼鏡，這個數字微不足道。如果眼鏡是 AI 的理想形態，並在 10 年內成為常態（扎克伯格的預測），也許即使是那些目前不佩戴眼鏡的人最終也會不得不佩戴。這是扎克伯格所主張的另一點，即沒有 AI 眼鏡的人在未來將處於認知劣勢。</p>
<p>如果這一點是正確的，那麼 Meta Platforms 在這一領域的工作最終將證明是一個增長驅動因素，因為銷售將顯著增加。而且 Meta 已經處於一個良好的位置來受益。它在這一領域是先鋒，已經在其 AI 戰略中投入了大量資金，與一家領先的眼鏡公司建立了合作關係，並在一個或兩個受歡迎的品牌下推出了眼鏡。當然，Meta Platforms 的前景遠不止於其眼鏡的雄心。</p>
<p>該公司應該繼續受益於 AI，因為這項技術對其業務的每個方面都有積極影響。Meta Platforms 計劃在明年完全自動化廣告發布流程，這一舉措可能會在其生態系統內推動廣告需求並增加收入增長。Meta Platforms 還有其他增長機會，例如 WhatsApp 上的商業消息，以及在社交媒體專業領域中無與倫比的生態系統。該公司的整體前景看起來光明。</p>
<p>不過，我認為 Meta Platforms 的 AI 眼鏡戰略值得更多關注。投資者應該密切關注該業務在未來五年的發展。</p>

META

<p>Meta Platforms (META) 正在經歷強勁的財務表現，這在很大程度上得益於其增強廣告效果的人工智能舉措。首席執行官馬克·扎克伯格認為，人工智能眼鏡可能會徹底改變與人工智能的日常互動，公司對其 Ray-Ban 人工智能眼鏡的需求顯著，銷售額同比增長超過 200%。儘管這些眼鏡目前僅佔收入的一小部分，但其潛在增長空間巨大，尤其是在 Meta 計劃擴大生產的情況下。總體而言，Meta 的人工智能戰略和創新使其在未來增長中處於良好位置，成為一個具有吸引力的投資機會</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 的母公司今年發佈了出色的財務業績，並在股市上獲得了卓越的表現。</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）方面的工作在這一結果中發揮了重要作用。該公司正在實施以 AI 為驅動的舉措，改善其核心業務——廣告。得益於 AI，它正在幫助企業簡化廣告流程，同時提高其平台上的參與度。</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 前景遠不止於其對廣告收入的影響——而且這種影響應該會持續。這裏有一個被低估的 AI 機會，投資者應該牢記。</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>圖片來源：Getty Images。</p>
</div><h2>The &#34;ideal form factor for AI&#34;</h2>
<div class="lb-trans"><h2>“AI 的理想形態”</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>人們將如何在日常生活中與 AI 互動？智能手機已經具備許多 AI 驅動的功能，但 Meta Platforms 的首席執行官馬克·扎克伯格認為，還有一個更好的選擇：AI 眼鏡。扎克伯格本人表示：“我仍然認為眼鏡基本上將是 AI 的理想形態，因為你可以讓 AI 看到你在一天中所見，聽到你所聽，與你對話。”</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>扎克伯格可能是對的。AI 聊天機器人可以做很多事情，但它們無法實時與我們周圍的世界互動。AI 眼鏡可以提供兩全其美的解決方案：藉助攝像頭和麥克風，實時與日常活動互動，同時擁有類似於 ChatGPT 的龐大知識庫、智能響應和分析能力。這就像擁有一雙額外的眼睛、一對額外的耳朵和一個額外的大腦。Meta Platforms 正在加倍押注這一潛在機會。</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>這家科技巨頭與 <strong>EssilorLuxottica</strong>（ESLOY 0.99%）建立了穩定的合作關係，該公司是著名品牌如 Oakley 和 Ray-Ban 的背後公司。Meta Platforms 在該股票中擁有少數股權。Meta Platforms 已在這兩個品牌下推出 AI 眼鏡，數據顯示它們的需求正在飆升。EssilorLuxottica 指出，在 2025 年的前六個月，Meta 的 Ray-Ban AI 眼鏡的銷售同比增長超過 200%。</p>
</div><h2>What does this mean for investors?</h2>
<div class="lb-trans"><h2>這對投資者意味着什麼？</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>儘管如此，這些眼鏡仍然只佔 Meta Platforms 銷售的微小比例。在第二季度，該公司的廣告收入為 466 億美元，佔 Meta 總收入的 98%。儘管如此，這裏可能存在一個重要的機會。截至 2025 年初，自 2023 年 10 月推出以來，Meta 的 Ray-Ban AI 眼鏡已售出超過 200 萬台，並計劃將產量提高到每年銷售 1000 萬台。</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>考慮到全球有超過十億人佩戴眼鏡，這個數字微不足道。如果眼鏡是 AI 的理想形態，並在 10 年內成為常態（扎克伯格的預測），也許即使是那些目前不佩戴眼鏡的人最終也會不得不佩戴。這是扎克伯格所主張的另一點，即沒有 AI 眼鏡的人在未來將處於認知劣勢。</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>如果這一點是正確的，那麼 Meta Platforms 在這一領域的工作最終將證明是一個增長驅動因素，因為銷售將顯著增加。而且 Meta 已經處於一個良好的位置來受益。它在這一領域是先鋒，已經在其 AI 戰略中投入了大量資金，與一家領先的眼鏡公司建立了合作關係，並在一個或兩個受歡迎的品牌下推出了眼鏡。當然，Meta Platforms 的前景遠不止於其眼鏡的雄心。</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>該公司應該繼續受益於 AI，因為這項技術對其業務的每個方面都有積極影響。Meta Platforms 計劃在明年完全自動化廣告發布流程，這一舉措可能會在其生態系統內推動廣告需求並增加收入增長。Meta Platforms 還有其他增長機會，例如 WhatsApp 上的商業消息，以及在社交媒體專業領域中無與倫比的生態系統。該公司的整體前景看起來光明。</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>不過，我認為 Meta Platforms 的 AI 眼鏡戰略值得更多關注。投資者應該密切關注該業務在未來五年的發展。</p>
</div>

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

- Meta Platforms 今年財務表現優異，股市表現突出。  
- AI 技術推動廣告業務增長，Ray-Ban AI 眼鏡銷量激增。  
- 未來 AI 眼鏡可能成為主流，Meta 有望實現顯著增長。

購買這隻市值萬億美元的人工智能（AI）股票的一個被低估的理由