
Meta旗下AI助理Muse下載量及活躍用戶增長顯著放緩,創意股價早盤應聲重挫逾6%,曾跌破8000元關口,截至11:13跌幅收斂至4.61%。儘管9月營收再創新高,受惠於Google、微軟、臉書三大雲端廠商ASIC訂單及台積電產能支持,但市場對Muse帶動的Agentic AI需求熱度降溫,創意股價承壓。
AI-generated summary
Meta旗下AI助理Muse於上月推出後曾掀起下載熱潮,帶動市場對AI代理(Agentic AI)需求激增的預期,創意作為ASIC設計廠商,曾受惠於此趨勢,股價曾再創歷史新高。
創意今日股價走弱,一度下跌逾6%。(取自官網)
〔記者卓怡君/台北報導〕Meta(臉書)旗下個人AI助理Muse於上月推出掀起下載熱潮,但根據最新市場數據顯示,其下載量及活躍用戶成長速度明顯放緩,有退燒跡象,每日淨增用戶從9月15至22日的19.8萬人,降至10月首週約7.4萬人,一口氣大減62.4%,先前市場對於Muse帶動對AI代理(Agentic AI)需求激增感到興奮,帶動安謀(Arm)、ASIC(客製化晶片)與CPU相關個股股價大漲,國內ASIC廠創意(3443)上週股價不受大盤拉回影響,表現也相對強勢,一度再創掛牌天價8750元,但今日早盤股價急殺跳水,一度重挫6.45%,摜破8000元大關與10日線。
截至11:13分左右,創意股價下跌4.61%,暫報7975元,成交量約1100張。
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創意9月合併營收71.45億元再創歷史新高紀錄,月增22.34%、年增97.78%,累積今年前9月合併營收440.98億元,年增102.83%。
創意手握Google、微軟、臉書三大CSP(雲端服務供應商)的ASIC大單,隨著CSP的ASIC自研晶片規模擴大,創意獲得台積電(2330)產能奧援,營收大幅成長,隨著雲端服務、光通訊及車用等專案陸續貢獻營收,3奈米及5奈米ASIC設計案持續增加,Turnkey(量產)業務比重提升,營運持續增溫。
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AI outlook — possibilities, not facts
創意股價將在短期內持續承壓,直至Muse助理用戶增長跡象明確 stabilise 或公司公布新訂單消息。
Likely · Within weeks
In the first half of this year, the country’s gross marine product value was 5.5 trillion yuan, a year-on-year increase of 5.1%. The marine economy continues to accelerate, and jobs in emerging industries such as offshore wind power, offshore engineering equipment, and marine robots continue to be released. Recently, the Ministry of Natural Resources and the Ministry of Human Resources and Social Security held a talent matching event for high-quality development of the marine economy in Qingdao, Shandong Province. More than 270 companies released about 4,000 positions. Enterprises are in urgent need of compound talents with interdisciplinary understanding. Colleges and universities cultivate talents through cross-discipline, dual-tutor system, school-enterprise cooperation and other methods to alleviate the structural contradiction between supply and demand of talents in the marine industry.

In the first eight months of this year, Chongqing Jiangbei Airport Customs secured nearly 210,000 tons of import and export goods, a year-on-year increase of 1.2 times, ranking first among major aviation ports in the country. Cross-border e-commerce retail export volume reached 39,000 tons, a year-on-year increase of 2.5 times; imported fresh goods exceeded 9,000 tons, a year-on-year increase of nearly 9 times. Through measures such as smart supervision, convenience measures and green channels, customs clearance time is improved and logistics costs are reduced.

KGI Analysis pointed out that supported by the strong demand in the AI industry, the continued substantial inflow of Taiwan stock ETF funds, and the upward revision trend of corporate profits, the bull market in Taiwan stocks is expected to continue, with profits expected to grow by 53% in 2026. Short-term fluctuations are regarded as medium- and long-term layout opportunities, and it is recommended to focus on AI-related supply chains and application areas.

Taiwan stocks opened on Monday, dragged down by the drop in TSMC's ADR, and the index once plummeted by more than 500 points. However, Largan, financial and shipping stocks bucked the trend and rebounded, driving the index to jump by more than 500 points, recovering most of the lost ground. Most of the major U.S. stock indexes rose, with half of the index falling.

Genting's stock fell as much as 17% to 1.56 ringgit, its biggest decline since 1998, after announcing a rights issue at a 25-30% discount to raise funds for debt repayment and working capital amid rising borrowings and quarterly losses.

Largan's stock price rose strongly today, hitting the upper limit of 7,325 yuan during the session, with a trading volume of more than 5,300 contracts. Previously, the company said in a press conference that FA products have passed customer certification and are expected to be mass-produced next year. Foreign capital has been oversold recently, but investors are still paying attention to subsequent production capacity construction and changes in mobile phone demand.