业内人士普遍认为,美股大型科技股盘前普跌正处于关键转型期。从近期的多项研究和市场数据来看,行业格局正在发生深刻变化。
Nine months and $14.3 billion after hiring Alexandr Wang and forming an AI super team, Meta’s AI masterplan is looking increasingly shaky, my Fortune colleague Alexei Oreskovic tells me over Slack. The company’s latest AI model, “Avocado,” is apparently being delayed until May, instead of launching this month, according to a report in the New York Times. The model fell short of those created by Google, OpenAI, and Anthropic. Even more stunning, Meta’s leadership has apparently discussed licensing Gemini from Google temporarily, until Avocado is up to snuff. “The notion of Mark Zuckerberg asking Google’s Sundar Pichai for permission to use Gemini is almost impossible to imagine,” Oreskovic says, and the fact that it was merely discussed internally at Meta is news in itself.
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总的来看,美股大型科技股盘前普跌正在经历一个关键的转型期。在这个过程中,保持对行业动态的敏感度和前瞻性思维尤为重要。我们将持续关注并带来更多深度分析。