According to CoinMeta, as reported by Zhitong Finance, Bank of America Securities reiterated its “buy” rating and $810 target price for Meta after the Meta Connect 2026 conference, stating that the newly launched personal avatar Muse is becoming an important part of the company’s consumer-grade AI strategy. Institutions pointed out that Muse has already seen initial user growth and has established partnerships with Walmart, Best Buy, Shopify, Expedia, and Instacart, among others. In the future, it will also be integrated with smart glasses and gradually cover products under Meta and Reality Labs devices, which is expected to make up for any shortcomings in the hardware's smart assistant functions. In terms of commercialization, Meta plans to charge commissions on transactions completed through Muse to add new revenue streams. However, the company has not yet officially set a commission rate, and the contribution of related revenues is still in its early stages; the scale of commercialization and conversion effects still need further observation.