Meta的AI代理应用Muse推出后用户增长出现明显放缓迹象。该应用日均下载量从9月24日的约215,000下降至10月6日的约170,000，降幅达21.1%1。更值得关注的是，净新增日活用户从9月第二周的198,000骤跌至10月第一周的74,000，跌幅高达62.4%1。
用户增长乏力的背景下，Meta内部人士集中抛售公司股票。在过去六个月内，Meta共记录172笔内部人士卖股交易，但未有任何一笔买入交易1。其中，首席执行官马克·扎克伯格在9月24日以每股约778美元的价格卖出价值2140万美元的股票1。截至10月6日，Meta股价收于719美元1，低于扎克伯格的抛售价格。
此外，Muse的商业前景也面临挑战。亚马逊、好市多和Netflix等主要零售商已限制该应用的购物功能1。Meta的成本压力同时在加剧，Q2季度成本增长55%至420.3亿美元，导致运营利润率从43%下滑至31%1。该公司还公布了资本支出计划，预计2026年资本支出为1300-1450亿美元1。
Meta's artificial intelligence shopping agent Muse has experienced a significant deceleration in user acquisition within two months of launch. Net new daily active users declined by 62.4% from 198,000 in the week ending September 15 to 74,000 in the week ending October 6 1. The application's daily download volume also fell 21.1% during the same period, dropping from approximately 215,000 on September 24 to around 170,000 by October 6 1.
The slowdown in Muse's growth coincides with a notable shift in insider trading activity at Meta. During a six-month period, company insiders conducted 172 stock sales with zero purchases 1. CEO Mark Zuckerberg was among those selling, offloading $21.4 million in stock on September 24 at approximately $778 per share 1. Meta's stock closed at $719, falling below Zuckerberg's sale price 1.
Muse has faced operational headwinds from major retailers. Amazon, Costco, and Netflix have all restricted the shopping functionality of the application 1. Additionally, Meta reported a significant expansion in operational costs, with Q2 expenses growing 55% to $42.03 billion, causing the operating margin to compress from 43% to 31% 1. The company has projected capital expenditures of $130–145 billion for 2026 1.
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