{"id":2651,"date":"2026-09-30T06:23:23","date_gmt":"2026-09-29T23:23:23","guid":{"rendered":"https:\/\/vlobs.com\/blog\/?p=2651"},"modified":"2026-09-30T06:23:23","modified_gmt":"2026-09-29T23:23:23","slug":"dampak-muse-ai-pada-saham-konsumen","status":"publish","type":"post","link":"https:\/\/vlobs.com\/blog\/dampak-muse-ai-pada-saham-konsumen","title":{"rendered":"Jim Cramer Nilai Pasar Terlalu Khawatir soal Dampak Muse AI"},"content":{"rendered":"<p><strong>VLOBS.COM<\/strong> &#8211; Jim Cramer menilai Wall Street mungkin bereaksi berlebihan terhadap ancaman Muse, agen AI Meta, terhadap berbagai saham perusahaan konsumen. Ia mengatakan investor sebaiknya menilai kerentanan tiap bisnis, bukan menganggap seluruh industri akan dirugikan oleh AI.<\/p>\n<p>Strategi yang disebut \u201cconsumer inertia\u201d bertumpu pada kekhawatiran bahwa agen seperti Muse dapat merugikan bisnis yang diuntungkan ketika konsumen tidak membatalkan langganan, membandingkan harga, atau mencari penawaran lain. Muse dapat membantu menjalankan tugas-tugas tersebut dan, dengan persetujuan pengguna, membatalkan langganan.<\/p>\n<p><strong>Baca juga<\/strong>: <a href=\"https:\/\/vlobs.com\/blog\/agen-ai-openai-australia\">OpenAI Minta Maaf ke Australia atas Akses Tanpa Izin Agen AI<\/a><\/p>\n<p>Sejak Muse diluncurkan pada 8 September, saham Planet Fitness turun 20%. Saham Airbnb dan Booking Holdings masing-masing melemah 13% dan 16%, sementara SiriusXM turun sekitar 11% dan Charles Schwab terkoreksi 9%.<\/p>\n<p>Cramer menyebut penurunan menyeluruh seperti itu dapat menyamarkan peluang investasi, tetapi ia mengakui dampak Muse terhadap sejumlah bisnis. Ia juga mengatakan belum dapat dipastikan apakah strategi consumer inertia akan bertahan atau mereda, seperti kekhawatiran terhadap saham perangkat lunak perusahaan yang dijuluki \u201cSaaSpocalypse\u201d sebelumnya.<\/p>\n<p><strong>Baca juga<\/strong>: <a href=\"https:\/\/vlobs.com\/blog\/nama-ai-super-intelligence\">Trump Sebut AI Kini Bernama &#8216;Super Intelligence&#8217; di Tengah Kritik<\/a><\/p>\n<p>Di sektor kebugaran, Cramer menilai anggota Life Time yang berorientasi pada layanan kelas atas dan lebih terlibat mungkin tidak mudah membatalkan langganan. Saham perusahaan itu turun 7% sejak peluncuran Muse, lebih kecil dibandingkan penurunan Planet Fitness, yang biayanya lebih rendah.<\/p>\n<p>Untuk perjalanan, Cramer mengatakan agen perjalanan daring masih menawarkan manfaat seperti program hadiah. Ia juga mencatat Expedia telah mengumumkan kemitraan dengan Muse. Menurutnya, nilai Airbnb terletak pada kemudahan pengguna membandingkan berbagai properti dalam satu tempat, meski Muse secara teori dapat membantu wisatawan memesan langsung dari pemilik properti.<\/p>\n<p><strong>Baca juga<\/strong>: <a href=\"https:\/\/vlobs.com\/blog\/gpt-6-1-sol\">OpenAI Luncurkan GPT-6.1 Sol, Diklaim Mendekati GPT-6 Astra<\/a><\/p>\n<p>Cramer turut meragukan bahwa Muse akan membuat konsumen terus-menerus memindahkan uang antarbank demi mendapatkan imbal hasil sedikit lebih tinggi. Meski teknologi itu dapat mempermudah perbandingan suku bunga dan transfer dana, ia berpendapat banyak nasabah bertahan di bank mereka karena rasa percaya.<\/p>\n<p>Namun, Cramer mengatakan sejumlah perusahaan tetap rentan. Ia menyoroti SiriusXM, yang menurutnya telah mengalami penurunan jangka panjang selama bertahun-tahun, jauh sebelum agen AI menjadi perhatian.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jim Cramer menilai kekhawatiran investor terhadap dampak Muse AI pada saham konsumen terlalu luas dan berpotensi menciptakan peluang.<\/p>\n","protected":false},"author":0,"featured_media":2653,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[26,99],"tags":[686,973,974,977,818,976,755,972,971,975],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Cramer: Pasar Terlalu Khawatir soal Meta Muse AI<\/title>\n<meta name=\"description\" content=\"Jim Cramer menilai investor terlalu luas menganggap Muse AI mengancam saham konsumen, meski ia melihat beberapa perusahaan tetap rentan.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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