美股詳情

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VanEck Mortgage REIT Income ETF

9.04

-0.1050-1.15%

成交量：110.82萬

成交額：1,004.10萬

市值：3.36億

市盈率：- -

高：9.12

開：9.12

低：9.03

收：9.14

52周最高：11.44

52周最低：9.03

股本：3,715.00萬

流通股本：3,715.00萬

量比：0.85

換手率：2.98%

股息：1.49

股息率：16.44%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

MINIMAX-W（00100）漲近6% 機構指後續模型發布有望進一步帶動ARR增長

Palo Alto(PANW.US)Q4電話會：AI安全ARR猛增63% 智能體流量九個月暴增9倍 AI浪潮催生出萬億美元機遇

中國開源大模型核心 ARR 約 60-80 億美元

淨ARR高增超40%、總預訂量創歷史新高！GitLab (GTLB.US)Q2業績強勁暴擊預期，盤後狂飆超16%

Meta收購Manus交易已撤銷，創始團隊恢復實控權

《财经》杂志

智譜電話會：ARR年底指引24億美元，坦言落後Anthropic 17個月，API提價101%後調用量仍增40倍

华尔街见闻

MINIMAX-W（00100）漲6.7% 機構指模型迭代將進一步推動公司ARR增速

智譜(02513)MaaS ARR已達16億美元，1個月增長60%

W午後升逾8% 華泰證券維持「買入」評級

港股異動 | MINIMAX-W(00100)午前升逾9% 8月ARR突破8億美元 M3 pro有望於9-10月推出

傳DeepSeek尋求新一輪融資計劃籌集74億美元

分析： AI 基建需求長於互聯網，廣義編程仍驅動 ARR

港股異動 | 美圖公司早盤升逾10%，上半年純利增近四成，生產力應用ARR超6億

港股異動 | MINIMAX-W(00100)高開近5% 上半年收入已超去年全年 8月ARR突破8億美元

智通财经网

MiniMax2026年中期業績會：加快M與H系列模型的研發及發布周期

MiniMax ARR暴漲500%，token暴漲2000%！這就是Agent紅利吧

美圖公司首席產品官陳劍毅：兩新品ARR均突破50萬美元

MiniMax：從ARR結構看 To B業務佔比已達到約80%

MiniMax8月年度經常性收入超過8億美元

MiniMax 7月Token消耗量飆至年初20倍 8月ARR衝破8億美元

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機構指後續模型發布有望進一步帶動ARR增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2664934823","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664934823?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 10:38","pubTimestamp":1788403104,"startTime":"0","endTime":"0","summary":"金吾财讯 | MINIMAX-W 股价反复扬升，截至发稿，报362.4港元，涨5.78%，成交额22.71亿港元。消息面上，东方证券表示，考虑到公司ARR超预期，后续M3.1和H3.1、M3Pro等模型发布有望进一步带动ARR增长，该机构上调公司26~28年营业收入为5.16/13.57/30.95亿美元，采取PS估值。国联民生证券表示，2026年上半年，公司完成了从C端主导向B端驱动的收入结构转型，B端收入同比增长超7倍，ARR已突破8亿美元。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990515","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4110","REM","ARR","MORT","00100","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664891115","title":"Palo Alto(PANW.US)Q4電話會：AI安全ARR猛增63% 智能體流量九個月暴增9倍 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Alto现有客户群中获得超过200个新增客户。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1490857.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["REM","QTOC","VTHR","ARTY","BK4110","ARR","CHAT","AGIX","MORT","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664860017","title":"中國開源大模型核心 ARR 約 60-80 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664860017","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664860017?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 09:54","pubTimestamp":1788314056,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，Robonomics 作者 FD 于 2026 年 9 月 1 日发布的 China Open-Source LLM Tracker 称，中国开源大模型总 ARR 约 100-150 亿美元，剔除字节跳动 / Seedance 后核心 LLM 收入约 60-80 亿美元。增长未依赖价格战，DeepSeek 提价约 3-12 倍后用量仍增，智谱 API 均价上涨 101% 同时 token 用量年内超 40 倍。海外收入最佳估计已约 20 亿美元。\n\n智谱 MaaS ARR 由 3 月约 2.5 亿美元升至 8 月月度年化约 16 亿美元、周度年化 20 亿美元，8 月收入已超其上半年 API 收入；API 毛利率 24.6%，推理成本每 token 降 80%。MiniMax ARR 由 2025 年 12 月约 1 亿美元升至 2026 年 8 月周度年化超 8 亿美元，B2B 约占 80%。Kimi ARR 由 3 月约 1 亿美元升至 6 月中约 3 亿美元。DeepSeek 1-7 月收入约 7000 万美元，最新 ARR 估计约 12 亿美元。\n\n字节跳动年化 AI 收入约 40 亿美元，其中 Seedance 约 20 亿美元。 ","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2287016","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARR","MORT","LRNZ","BK4110","EPAI","REM","GPTZ","PRTO","WISE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664586233","title":"淨ARR高增超40%、總預訂量創歷史新高！GitLab (GTLB.US)Q2業績強勁暴擊預期，盤後狂飆超16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664586233","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664586233?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 07:50","pubTimestamp":1788306627,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，DevSecOps 平台巨头 GitLab 在盘后涨超16%，此前该公司第二季度业绩超出预期并发布了强劲指引。财报显示，该公司2027财年第二季度营收达 2.863 亿美元，同比增长 21.3%，超出预期 1294 万美元；调整后每股收益为 0.24 美元，超出预期 0.06 美元。Non-GAAP 运营利润率为销售额的 15%，而一年前为 17%。展望未来，GitLab  预计第三季度营收为 2.81 亿美元至 2.83 亿美元，而市场预期为 2.81 亿美元；预计每股收益为 0.19 美元至 0.20 美元，而市场普遍预期为 0.18 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20:10","pubTimestamp":1788264600,"startTime":"0","endTime":"0","summary":"此时距Meta宣布收购Manus运营主体蝴蝶效应公司刚满八个月，距其被中国国家发展改革委要求撤销该交易刚过四个月。6月初，有报道称，Meta开始分离相关业务并停止数据共享，Manus 的员工也失去了访问 Meta 内部系统的权限。另外两位知情人士对《财经》表示，该回购协议已于约一个月前正式签署。此前，Meta收购Manus耗资20亿美元，是前者成立以来第三大收购，花费仅次于 WhatsApp 和 Scale AI。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-09-01/doc-iniqitrp7968423.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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back会上，首次披露ARR年底指引为24亿美元，同时承认仍落后于Anthropic；毛利率方向性指引首次明确，目标12-18个月内奔向50%；API均价涨101%但调用量暴增40倍，前十大客户日均调用增长98倍；唐杰详解下一代模型路线，下一代基座已在训练，“自主训练”被定义为终局技术愿景。","market":"hk","thumbnail":"https://static.tigerbbs.com/61acaedc56e1a899fef3f1a3351d2a0d","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/61acaedc56e1a899fef3f1a3351d2a0d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3780798","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1117","LU0593848301.USD","MORT","02513","BK4110","REM","BK6520","BK6100"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2664882513","title":"MINIMAX-W（00100）漲6.7% 機構指模型迭代將進一步推動公司ARR增速","url":"https://stock-news.laohu8.com/highlight/detail?id=2664882513","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664882513?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 09:51","pubTimestamp":1788227498,"startTime":"0","endTime":"0","summary":"金吾财讯 | MINIMAX-W 早盘股价持续冲高，截至发稿，报372.4港元，涨幅6.7%，成交额23.21亿港元。MiniMax宣布，H3 Max 768P、H3 Max 480P正式接入MiniMax开放平台和MiniMax Design。交银国际认为1H26业绩及业绩会的交流加强了市场对公司收入增长的可见度，同时亦反映了公司目前的定价策略对ARR增长仍有优势，或某程度上减低了市场对公司较保守定价策略的担忧。考虑到7-8月内其它同业已有较多1T规模以下的竞品推出，该机构认为公司的模型迭代如能在3Q26内发布，将进一步推动公司ARR增速。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990181","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1117","MORT","REM","00100","BK4110","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663084810","title":"智譜(02513)MaaS ARR已達16億美元，1個月增長60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663084810","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663084810?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 20:05","pubTimestamp":1788177937,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，智谱(02513)发布2026年中期业绩：上半年实现收入9.54亿元，同比增长近400%；开放平台及API业务收入达到8.25亿元，同比增长2736%，占总收入86.5%，业务毛利率提升至24.6%。截至2026年8月31日，智谱MaaS平台年化收入规模（ARR）按月度计算达到16亿美元、周度计算20亿美元，企业及开发者用户超过740万，Token调用量较年初增长超过40倍，付费日活用户增长603%，前十大客户日均调用量增长98%，API平均售价提升约101%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1489753.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["REM","ARR","02513","LU0593848301.USD","BK1117","MORT","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663024205","title":"W午後升逾8% 華泰證券維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2663024205","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663024205?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 13:17","pubTimestamp":1788153420,"startTime":"0","endTime":"0","summary":"模拟交易客户端MINIMAX-W盘中涨超9%，截至发稿，股价上涨8.26%，现报325.20港元，成交额27.56亿港元。MiniMax此前发布中期业绩。MiniMax今年上半年总收入同比增长283.1%至约1.2亿美元，仅半年即达到2025年全年收入的1.5倍。华泰证券发布研报称，预期未来4-6月AI模型商业化加速，同时公司所处细分领域竞争格局呈好转趋势。维持“买入”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-31/doc-iniqetnr7892485.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["MORT","REM","BK1117","00100","BK4110","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663021958","title":"港股異動 | MINIMAX-W(00100)午前升逾9% 8月ARR突破8億美元 M3 pro有望於9-10月推出","url":"https://stock-news.laohu8.com/highlight/detail?id=2663021958","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663021958?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 11:50","pubTimestamp":1788148248,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，MINIMAX-W午前涨超9%，截至发稿，涨6.46%，报320港元，成交额23.58亿港元。消息面上，MiniMax此前发布中期业绩。今年上半年，MiniMax总收入同比增长283.1%至约1.2亿美元，仅半年即达到2025年全年收入的1.5倍。下半年公司产品上线加速，有望推动收入较快增长：M3 pro有望于9-10月推出，参数规模或达3万亿级别，H3发布后，重回AI视频第一方阵，并重点强化后期制作能力，有望在广告、电商海报及UI等领域拓展商业化。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1489272.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VXUS","REM","MORT","BK1117","BK4585","KCAI","BK4588","BK4110","ARR","00100"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662305962","title":"傳DeepSeek尋求新一輪融資 計劃籌集74億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662305962","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662305962?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 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ARR","url":"https://stock-news.laohu8.com/highlight/detail?id=2662582050","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662582050?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 10:47","pubTimestamp":1787885260,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，有分析梳理 AI 半导体与基础设施周期指出，AI 基建需求持续长于互联网时代，因用户渗透与人均 token 两指数维度相乘并折算为 token，显著抬高天花板。用户渗透已逾 50%，增长更多来自仍处早期的人均 token；美国企业人均 AI 支出中位数约每月 12 美元，长期或可接近白领薪资约 10% 即每月约 1000 美元，其间仍有近两个数量级空间。与互联网扁平订阅、边际硬件消耗极低不同，推理高成本使单次访问边际成本更高，基建强度更大。开发者编程之后，下一 ARR 增长仍主要来自广义编程：非程序员用编程基础设施完成跨行业非编程任务，编程成为 Agent 默认执行内核。广义编程相关任务约占 ARR 约 60%–70%。截至 2026 年 6 月，OpenAI 企业客户中 Codex 已占 Codex 与 ChatGPT 合计输出 token 的 64%；自 2 月以来 Codex 在法律、销售招聘、营销等垂直周活增幅远高于工程。Anthropic 收入中狭义开发/软件约 40%，金融保险超 20%，法律、生科、零售等亦各有可观占比。需求侧 token 增长逻辑仍在，资金方与受益方高度重叠。 ","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2286133","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CHAT","ARR","BK4110","REM","159792","AGIX","QTOC","VTHR","AIPO","160636","ARTY","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662588840","title":"港股異動 | 美圖公司早盤升逾10%，上半年純利增近四成，生產力應用ARR超6億","url":"https://stock-news.laohu8.com/highlight/detail?id=2662588840","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662588840?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 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| MINIMAX-W(00100)高開近5% 上半年收入已超去年全年 8月ARR突破8億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662299007","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662299007?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 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ARR暴漲500%，token暴漲2000%！這就是Agent紅利吧","url":"https://stock-news.laohu8.com/highlight/detail?id=2662233667","media":"量子位","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662233667?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 23:56","pubTimestamp":1787759760,"startTime":"0","endTime":"0","summary":"MiniMax最新数据披露，今年8月截至目前，公司ARR已经超过8亿美元。而今年2月MiniMax披露的ARR还只有1.5亿美元。2026年上半年，MiniMax收入达到1.166亿美元，同比暴涨283.1%，仅半年就已经超过2025全年7904万美元的收入规模。2026年上半年，MiniMax AI原生产品收入仍达到约4264万美元，同比增长100.9%。这次电话会上，MiniMax回应了这个问题。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8vunYGAYMsr","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["REM","BK4110","MORT","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662175597","title":"美圖公司首席產品官陳劍毅：兩新品ARR均突破50萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662175597","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662175597?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 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