--- title: "QUICK SPARK: Meta Could Be the AI Trade’s Come-From-Behind Winner, Says Strategist" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/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* ### 相關股票 - [META.US](https://longbridge.com/zh-HK/quote/META.US.md) - [FBL.US](https://longbridge.com/zh-HK/quote/FBL.US.md) - [FBX.US](https://longbridge.com/zh-HK/quote/FBX.US.md) - [FBY.US](https://longbridge.com/zh-HK/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/zh-HK/quote/FBYY.US.md) - [MEIB.US](https://longbridge.com/zh-HK/quote/MEIB.US.md) - [METD.US](https://longbridge.com/zh-HK/quote/METD.US.md) - [METG.US](https://longbridge.com/zh-HK/quote/METG.US.md) - [METQ.US](https://longbridge.com/zh-HK/quote/METQ.US.md) - [METU.US](https://longbridge.com/zh-HK/quote/METU.US.md) - [METW.US](https://longbridge.com/zh-HK/quote/METW.US.md) - [DPSK.NA](https://longbridge.com/zh-HK/quote/DPSK.NA.md) - [HUAWEI.NA](https://longbridge.com/zh-HK/quote/HUAWEI.NA.md) - [GOOGL.US](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [MSFT.US](https://longbridge.com/zh-HK/quote/MSFT.US.md) - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) ## 相關資訊與研究 - [一週回顧 | Meta 累跌 3.14%，一致評級強烈買入](https://longbridge.com/zh-HK/news/300849557.md) - [數週內下載量達560萬：Meta Muse在早期推廣中超越Sora和ChatGPT](https://longbridge.com/zh-HK/news/300810914.md) - [SVB Wealth LLC 減持 Meta Platforms, Inc. $META 持股](https://longbridge.com/zh-HK/news/300532044.md) - [Meta 駁斥 Muse 未經用户許可讀取其私人消息的説法](https://longbridge.com/zh-HK/news/300599548.md) - [一位 YouTuber 稱 Meta 的 Muse 將他的地址泄露給了 Facebook Marketplace 買家：“有個傢伙直接出現在我家門口”](https://longbridge.com/zh-HK/news/300339027.md) --- > **免責聲明: 本文僅供參考，不構成任何投資建議。**