Deep Tide TechFlow message. On September 22, an UBS strategist said that Meta’s newly released AI agent Muse for consumers has been widely popular, indicating that product demand across the entire AI supply chain will grow accordingly. They said that Muse’s successful launch shows that besides selling technology to large enterprises, AI companies have other ways to generate revenue. The strategist added that competition in the AI product sector is becoming increasingly fierce, which will further drive demand for computing power and AI infrastructure, benefiting leading semiconductor and hardware companies with strong quality. (Jinshi)