[Deutsche Bank: Muse opens the entrance to AI consumption, with the highest revenue in 2030 or exceeding US$36 billion] On September 29, Muse was installed more than 3 million times in the United States within 16 days of its launch, and its early growth rate was significantly ahead of other mainstream AI applications. Deutsche Bank believes that Muse’s long-term monetization focus may shift from subscriptions to transaction commissions, payments and advertising, with revenue exceeding US$36 billion in 2030 under an optimistic scenario. The high cost of inference remains a challenge at scale, and wearable devices and enterprise intelligence are expected to further expand Muse’s usage scenarios. Deutsche Bank maintained its Meta "buy" rating and raised its target price from $750 to $820.