落地扎克伯格预告 Muse Charm 手持式 AI 设备，Meta 加码可穿戴设备Timmy Shen2026年9月24日 UTC 09:55更新于 UTC 09:552 分钟阅读要点速览扎克伯格预告了搭载Muse助手的手持式AI设备Muse Charm。Meta称Muse Charm将在12月节日季前后发货，但尚未公布价格。Muse Charm无需手机、电脑或智能眼镜即可与Muse实时语音互动。Meta还发布了新款VR眼镜，以推进AI功能融入可穿戴设备。Mizuho分析师维持Meta跑赢大盘评级及750美元目标价。Altman和Amodei在联合国大会呼吁加强AI开发协调。Meta 正在加码可穿戴 AI。公司 CEO Mark Zuckerberg 在年度 Connect 大会上预告了 Muse Charm，这是一款围绕其 Muse agent 打造的小型设备。Muse Charm 是一款类似 Tamagotchi 的手持设备，旨在搭载 Muse——Meta 的个人 AI 助手，该助手已于本月早些时候推出。扎克伯格表示，它将为用户提供与这款 AI 助手互动的最快方式，无需使用手机、电脑或智能眼镜。“我们把完整的 Muse 体验，包括完整的实时语音和头像技术栈，都装进了一个可以挂在钥匙链上、随时都能与你交谈的设备里，”扎克伯格说。他还表示，Muse 是公司未来 AI 愿景的“核心”。这位 Meta CEO 没有透露 Muse Charm 的价格，但表示该设备将在 12 月节日季前后准备好发货。这家社交媒体巨头还发布了新款 VR 眼镜，作为其将 AI 功能整合进可穿戴设备计划的一部分。本月早些时候，Meta推出了Muse，并将其描述为“一款安全、私密的个人 AI agent，能够主动帮助人们实现目标并提出想法”。Muse 运行在 Muse Secure VM 上，这是一种同时容纳该 agent 和用户数据的虚拟机。这款个人助手旨在代表用户跨应用工作，并从对话中学习。Mizuho 分析师在周二发布的一份研究报告中维持了对 Meta Platforms 的“跑赢大盘”评级和 750 美元目标价，并表示，随着 Muse 的采用势头增强、该 agent 稳居 App Store 榜首，看涨逻辑正“越来越成为现实”。Meta 在纳斯达克上市的股票周三收涨 1%，报 744.1 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Gemini: 2.6B (Aug '26). Character: 0.2B (Aug '26). DeepSeek: 0.4B (Aug '26). Claude: 1B (Aug '26). Perplexity: 0.1B (Aug '26). Grok: 0.2B (Aug '26). Copilot: 0.1B (Aug '26). Doubao: 0.2B (Aug '26). Kimi: 0.1B (Aug '26). Poe: 0B (Aug '26). Qwen: 0B (Aug '26). Meta AI: 0B (Aug '26). Yuanbao: 0B (Aug '26). Manus: 0B (Aug '26). Genspark: 0B (Aug '26). GLM: 0B (Aug '26). Le Chat: 0B (Aug '26)SOURCE: SimilarWeb via The LatentRANGEALLYTD12M3M1M风险Meta 加大开发个人 AI agent 的力度之际，更广泛的 AI 行业变得更加谨慎，并呼吁放缓AI 开发的步伐。周三，OpenAI CEO Sam Altman 和 Anthropic CEO Dario Amodei 均在联合国大会上发言，并呼吁在 AI 开发方面加强协调。“过去我们曾单方面放慢脚步。未来我们也会这样做。”Altman 说。“在竞争中击败其他公司，并不是做出草率决定的理由。”报道中的实体MetaMark ZuckerbergAI agents也提供其他语言版本相关新闻乌克兰网络防御获OpenAI助力，应对近6,000起事件BlackRock：AI 智能体将为数字资产带来结构性需求Meta 的 Muse 在发布一周后跃居 Apple App Store 榜首关于我们The LatentThe Latent 是一家新闻媒体，致力于成为 AI 新闻、研究与数据领域的权威之声。订阅我们的简报商务合作关注 The Latent
AI Chat Traffic by SiteAI Chat Traffic by SiteChatGPTGeminiCharacterDeepSeekClaudePerplexityGrokCopilotDoubaoKimiPoeQwenMeta AIYuanbaoManusGensparkGLMLe ChatAs of 2026-08-01, ChatGPT leads AI chat traffic at 5,638.4 million visits million monthly visits.15B10B5B0Jan '23Jan '24Jan '25Aug '26{"f":[360,150,40,8],"s":[["ChatGPT","#2563eb"],["Gemini","#0891b2"],["Character","#16a34a"],["DeepSeek","#d97706"],["Claude","#ea580c"],["Perplexity","#dc2626"],["Grok","#9333ea"],["Copilot","#db2777"],["Doubao","#475569"],["Kimi","#2563eb"],["Poe","#0891b2"],["Qwen","#16a34a"],["Meta AI","#d97706"],["Yuanbao","#ea580c"],["Manus","#dc2626"],["Genspark","#9333ea"],["GLM","#db2777"],["Le Chat","#475569"]],"p":[["2023-01-01T00:00:00.000Z","Jan '23",43.55,[[0,"0.62B visits",125.66,null],[1,"0B visits",128,null],[2,"0.05B visits",123.15,null],[3,"0B visits",128,null],[4,"0B visits",128,null],[5,"0B visits",122.96,null],[6,"0B visits",128,null],[7,"0B visits",128,null],[8,"0B visits",128,null],[9,"0B 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Gemini: 2.6B (Aug '26). Character: 0.2B (Aug '26). DeepSeek: 0.4B (Aug '26). Claude: 1B (Aug '26). Perplexity: 0.1B (Aug '26). Grok: 0.2B (Aug '26). Copilot: 0.1B (Aug '26). Doubao: 0.2B (Aug '26). Kimi: 0.1B (Aug '26). Poe: 0B (Aug '26). Qwen: 0B (Aug '26). Meta AI: 0B (Aug '26). Yuanbao: 0B (Aug '26). Manus: 0B (Aug '26). Genspark: 0B (Aug '26). GLM: 0B (Aug '26). Le Chat: 0B (Aug '26)SOURCE: SimilarWeb via The LatentRANGEALLYTD12M3M1M
