Meta 个人 AI 智能体 Muse 上线两周登顶 App Store，单日市值飙升近 2000 亿美元Meta 个人 AI 智能体 Muse 上线两周登顶 App Store，单日市值飙升近 2000 亿美元
当地时间 9 月 8 日，Meta 正式发布个人 AI 智能体应用 Muse。这款主打「可跨平台自主执行网络任务」的产品，在短短两周内热度爆发，登顶美国区 App Store 免费应用总榜，压过 ChatGPT、Claude、Grok 等主流 AI 应用。
Muse 并非传统问答式聊天机器人，而是运行在独立云端虚拟机（Secure VM）之上的个人 AI 代理，由 Meta Superintelligence Labs 的 Muse Spark 模型驱动。用户给出目标后，Muse 会自行拆解任务、打开浏览器、填表单、发邮件、订票、购物、核对账单，甚至在用户关闭 App 后仍在后台持续执行。所有支付、发邮件等高敏感操作都需用户确认，账号密码等核心凭证不交 AI 直读，并由 Sentinel 监督层把关。
据 Meta 官方信息，Muse 初期仅面向美国、加拿大 18 岁以上用户开放，覆盖 iOS、安卓、网页端与 WhatsApp，后续计划接入 Facebook、Instagram 及 Meta 智能眼镜硬件生态。产品定位是「能理解用户目标、全天候替用户完成任务的个人 Agent」。
数据表现亮眼：上线 5 天下载 73 万+，6 天 90.2 万；上线 10 天登顶美国 iOS 免费榜，超越 ChatGPT、Claude、Grok；上线 13 天累计约 260 万（iOS 150 万 / Android 110 万）。富国银行数据显示 9/19 单日下载 26.4 万、9/18 DAU 44.8 万，并据此上调 Meta 目标价至 796 美元。
资本市场上，9 月 21 日 Meta 股价盘中最高涨 13%，收盘 +11.43%，单日市值增加近 2000 亿美元，创 2025 年中期以来最大单日涨幅。受 Muse「Agent 长期在线、任务编排更依赖 CPU 与内存」的逻辑带动，AMD +9.95% 市值首破 1 万亿美元，英特尔 +12.14%，ARM +17.16%，费城半导体指数 +4.3%。
更大的野心在生态：上周 Meta 向第三方开发者开放 Muse 并推出连接器平台，企业可自建 Connector 让 Agent 直接调用自家服务（Shopify 经 ShopPay 支持 Muse 购物、Stripe 提供支付）。审核机制类似 App Store，Meta 掌握分发与推荐权——Connector 可能成为「新一代 App」。
争议同样尖锐：9 月 21 日亚马逊禁止 Muse 访问其电商网站代用户购物，指其未获授权、未表明 Agent 身份、且可能存储客户凭证。此外，Agent 跨平台获取多维个人授权引发隐私担忧；OpenAI 被曝加速研发对标产品，竞争快速升级。Muse 能否从「爆款」转为「长期增长引擎」，仍待验证。
On September 8, Meta officially launched its personal AI agent Muse. The product — built to autonomously execute web tasks across platforms — went viral within two weeks, topping the US App Store free-app chart ahead of ChatGPT, Claude and Grok.
Muse is not a traditional Q&A chatbot but a personal AI agent running inside a per-user isolated Secure VM, driven by Meta Superintelligence Labs' Muse Spark model. Given a goal, Muse breaks the task down, opens a browser, fills forms, sends emails, books trips, shops and reconciles bills — and keeps running in the background even after the app is closed. High-risk actions (payments, emails) require explicit user confirmation; core credentials are never handed to the AI directly, gated by a Sentinel supervision layer.
Per Meta, Muse is initially available to users 18+ in the US and Canada across iOS, Android, web and WhatsApp, with planned integration into Facebook, Instagram and Meta's smart-glasses ecosystem. It is positioned as a 'personal Agent that understands your goals and gets things done around the clock.'
The numbers are striking: 730K+ downloads in 5 days, 902K in 6; topped the US iOS free chart on day 10, ahead of ChatGPT, Claude and Grok; ~2.6M cumulative downloads by day 13 (1.5M iOS / 1.1M Android). Wells Fargo cited 264K single-day downloads on 9/19 and 448K DAU on 9/18, and raised its Meta target to $796.
On the markets, Meta rose as much as 13% intraday on 9/21 and closed +11.43%, adding nearly $200B in a single day — its biggest gain since mid-2025. The 'agents stay online and lean on CPU/RAM for orchestration' narrative also lifted AMD +9.95% (first $1T market cap), Intel +12.14%, ARM +17.16%, and the SOX index +4.3%.
The bigger bet is the ecosystem: last week Meta opened Muse to third-party developers with a Connector Platform — companies build Connectors so the agent can call their services directly (Shopify via ShopPay, Stripe for payments). Reviewed like the App Store, Meta controls distribution and ranking; Connectors may become the 'next-generation App'.
Controversy is sharp too: on 9/21 Amazon blocked Muse from shopping on its site, citing lack of authorization, failure to identify as an agent, and possible storage of customer credentials. Privacy concerns mount over cross-platform personal-data access, and OpenAI is rumored to be accelerating its own rival. Whether Muse converts a viral hit into a durable growth engine remains unproven.
打开微信「扫一扫」，分享给好友或朋友圈
关闭