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Meta重组AI部门开发“超级智能” 股价创下历史新高

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2025-06-30 19:27:04

Meta Platforms(META.O)宣布重大AI重组:成立"超级智能实验室" 股价创历史新高



7月1日讯 - 社交媒体巨头Meta Platforms(META.O)首席执行官马克·扎克伯格今日宣布对公司人工智能部门进行战略重组,这一举措或将重塑全球AI竞争格局。根据公司内部备忘录显示,Meta将整合所有人工智能研发资源,成立全新部门"超级智能实验室"(Meta Superintelligence Labs,简称MSL),专注于开发具备类人甚至超人能力的下一代AI系统。



核心管理层变动:

• 由Scale AI前CEO Alexandr Wang出任首席人工智能官(CAIO),全面领导MSL

• GitHub前CEO Nat Friedman将作为联合负责人,主导AI产品化及应用研究

• 扎克伯格本人将直接参与监督该实验室的战略方向



市场反应:

受此重大战略调整影响,Meta股价在纳斯达克市场盘中一度飙升至747.9美元,创下公司历史新高。分析师普遍认为,此举表明Meta正加速从社交媒体公司向AI技术领导者转型。



对投资者的潜在影响:

1. 长期增长预期提升:超级智能研发可能开辟新营收来源

2. 研发支出增加:短期或影响利润率但增强技术壁垒

3. 人才争夺优势:明星管理团队吸引顶级AI人才

4. 估值逻辑变化:市场可能以AI科技公司标准重新定价

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