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【US Stock Movement】Meta surged on September 23: Muse popularity, Connect conference, and target price increase

【US Stock Movement】Meta surged on September 23: Muse popularity, Connect conference, and target price increase

Bitget异动解读Bitget异动解读2026/09/23 14:00
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Meta September 23rd Surge Analysis

Keywords: Muse popularity, Connect Conference, Target Price Increase

1. On September 8th, Meta launched the AI assistant Muse. In its first 12 days online, downloads surpassed those of ChatGPT during the same period; in the first week, user numbers exceeded 500,000, daily active users reached 250,000, and prompt usage surpassed 2 million, with the product's popularity continuing to rise.

2. On September 23rd, the Meta Connect 2026 conference opened, where the company plans to showcase the camera-free smart glasses "Luna" and the "Phoenix" mixed reality headset. Meta holds approximately 84% market share in the smart glasses industry, with related products selling over 7 million units last year.

3. On September 23rd, KeyBanc raised Meta's target price from $780 to $900 while maintaining an "Overweight" rating, and Cantor Fitzgerald increased its target price from $680 to $860, both citing Muse's commercialization potential.

4. On September 22nd, Instacart announced the integration of Meta's Muse into its grocery shopping tool, enabling Muse to access personalized fresh food shopping services and commercial transaction scenarios.

(Disclaimer: This content is generated through AI technology by summarizing publicly available information, for reference only and does not constitute investment advice.)

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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