美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

VanEck Mortgage REIT Income ETF

9.03

-0.1100-1.20%

盤後：9.030.00000.00%16:04 EDT

成交量：166.32萬

成交額：1,506.57萬

市值：3.35億

市盈率：- -

高：9.13

開：9.12

低：9.02

收：9.14

52周最高：11.44

52周最低：9.02

股本：3,715.00萬

流通股本：3,715.00萬

量比：1.07

換手率：4.48%

股息：1.49

股息率：16.45%

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

Sculptor Capital披露對NCC Group持股5.41%

蝴蝶再振翅：Manus恢復獨立通用Agent賽道告別「野蠻生長」

業績暴雷後緊急「滅火」，OpenAI CFO全員會表態：Q3 ARR已增35%，2027年或更早上市

华尔街见闻

中金：外部擾動引發短期調整，修復行情仍有望延續

SemiAnalysis：Anthropic Q2 超 40% ARR 來自間接渠道

美國房貸利率高企持續壓制樓市復甦：7月新屋開工驟降12.4%遠遜預期，獨棟住宅開工跌至2022年以來最低

WorkBuddy、千問與豆包競逐，辦公Agent為何還不是一門大生意？

美國房貸利率六周來首次小幅下降

天寶2026財年第二季度業績：創紀錄的ARR與商譽引發的GAAP虧損形成對比

TradingKey中文

傳智譜ARR達20億美元，七月以來新增200萬API用户

下一次次貸危機，不遠了？

港股異動 | MINIMAX-W爆升17%，入通首日北水搶籌近27億港元，ARR呈現階梯式跳升

喜達屋地產信託：年底前有望解決近9億美元不良資產

美國房貸利率創逾一年新高市場需求顯著收縮

环球市场播报

千億ARR與184億燒錢並行：SpaceX(SPCX.US)首份季報交鋒「增長與代價」

千億ARR與184億燒錢並行：SpaceX(SPCX.US)首份季報交鋒「增長與代價」

新股消息 | 傳AI應用公司演語科技考慮赴港IPO ARR已超過3億美元

機構Artificial Analysis：DeepSeek V4-Flash運行成本全球最低，僅為Claude Fable 5的1/105

华尔街见闻

跌懵了！「黑色7月」突襲，還能上車麼？最新研判

AI生產力應用ARR約6.2億元美圖股價升逾10%

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"Easy breezy. No more feesies.","description":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","keywords":"老虎國際,美股交易,港股交易,交易美股,股票信息,股價,美股行情,美股打新,港股打新,IPO打新,購買美股,全球投資","social":{"ogDescription":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.thetigerbrokers.com/hant/stock/MORT/news?page=3"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"NZL","license":"TBKIWI","edition":"fundamental","symbol":"MORT","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"MORT\",,,,,undefined,":{"symbol":"MORT","market":"US","secType":"STK","nameCN":"VanEck Mortgage REIT Income ETF","latestPrice":9.03,"timestamp":1789761600000,"preClose":9.14,"halted":0,"volume":1663210,"hourTrading":{"tag":"盘后","latestPrice":9.03,"preClose":9.03,"latestTime":"16:04 EDT","volume":10,"amount":90.3,"timestamp":1789761848833,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":-0.01203501094091917,"floatShares":37150000,"shares":37150000,"eps":0,"marketStatus":"盤後交易","change":-0.11,"latestTime":"09-18 16:04:11 EDT","open":9.115,"high":9.125,"low":9.02,"amount":15065717.096570002,"amplitude":0.011488,"askPrice":9.94,"askSize":100,"bidPrice":8.75,"bidSize":2000,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":3,"nextMarketStatus":{"tag":"收盤","tradingStatus":0,"beginTime":1789776000000},"marketStatusCode":4,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":9.14,"sharesOutstanding":37700000,"nav":9.10388,"aum":338664277.49,"dividendRate":0.164507,"bidAskSpread":0.001183,"preHourTrading":{"tag":"盘前","latestPrice":9.1616,"preClose":9.14,"latestTime":"08:26 EDT","volume":321,"amount":2937.335538,"timestamp":1789734385076,"change":0.0216,"changeRate":0.002363,"amplitude":0.016258},"postHourTrading":{"tag":"盘后","latestPrice":9.03,"preClose":9.03,"latestTime":"16:04 EDT","volume":10,"amount":90.3,"timestamp":1789761848833,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":1.067516,"impliedVol":0.0074,"impliedVolPercentile":0.0797},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"MORT\",,,,,undefined,":{"symbol":"MORT","floatShares":37150000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":1.067516,"shares":37150000,"dividePrice":1.4855,"high":9.125,"amplitude":0.011488,"preClose":9.14,"low":9.02,"week52Low":9.02,"pbRate":"--","week52High":11.4401,"institutionHeld":0,"latestPrice":9.03,"committee":0.904762,"eps":0,"divideRate":0.164507,"volume":1663210,"delay":0,"ttmEps":0,"open":9.115,"prevYearClose":10.51,"prevWeekClose":9.35,"prevMonthClose":9.76,"prevQuarterClose":10.36,"fiveDayClose":9.35,"twentyDayClose":9.93,"sixtyDayClose":10.12},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/MORT\",params:#limit:5,,,undefined,":[{"date":"2026-07-01","symbol":"MORT","amount":0.4253,"announcedDate":"2026-06-30","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-07-01","defaultRemindTime":1782912600000,"name":"VanEck Mortgage REIT Income ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-07-07","payableDate":"2026-07-01","currency":"USD","dateTimestamp":1782878400000,"payDate":"2026-07-07"},{"date":"2026-04-01","symbol":"MORT","amount":0.3585,"announcedDate":"2026-03-31","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-04-01","defaultRemindTime":1775050200000,"name":"VanEck Mortgage REIT Income ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-04-07","payableDate":"2026-04-01","currency":"USD","dateTimestamp":1775016000000,"payDate":"2026-04-07"},{"date":"2025-12-29","symbol":"MORT","amount":0.3384,"announcedDate":"2025-12-26","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-29","defaultRemindTime":1767018600000,"name":"VanEck Mortgage REIT Income ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-31","payableDate":"2025-12-29","currency":"USD","dateTimestamp":1766984400000,"payDate":"2025-12-31"},{"date":"2025-10-01","symbol":"MORT","amount":0.363,"announcedDate":"2025-09-30","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-10-01","defaultRemindTime":1759325400000,"name":"VanEck Mortgage REIT Income ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-10-06","payableDate":"2025-10-01","currency":"USD","dateTimestamp":1759291200000,"payDate":"2025-10-06"},{"date":"2025-07-01","symbol":"MORT","amount":0.2605,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-07-01","defaultRemindTime":1751376600000,"name":"VanEck Mortgage REIT Income ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-07-07","payableDate":"2025-07-01","currency":"USD","dateTimestamp":1751342400000,"payDate":"2025-07-07"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"MORT\",market:\"US\",,,undefined,":[{"executeDate":"2016-10-03","recordDate":"2016-10-05","paymentDate":"2016-10-07","value":0.4722,"currency":"USD"},{"executeDate":"2016-12-28","recordDate":"2016-12-30","paymentDate":"2017-01-04","value":0.485,"currency":"USD"},{"executeDate":"2017-04-03","recordDate":"2017-04-05","paymentDate":"2017-04-07","value":0.42,"currency":"USD"},{"executeDate":"2017-07-03","recordDate":"2017-07-06","paymentDate":"2017-07-10","value":0.3861,"currency":"USD"},{"executeDate":"2017-10-02","recordDate":"2017-10-03","paymentDate":"2017-10-06","value":0.465,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"MORT\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"MORT\",pageSize:20,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"1151464399","title":"Sculptor Capital披露對NCC Group持股5.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151464399","media":"投资观察","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151464399?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 16:42","pubTimestamp":1787733747,"startTime":"0","endTime":"0","summary":"8月26日（路透社）——NCC Group PLC最新监管文件显示，Sculptor Capital LP于8月21日披露其持有该公司5.41%的股份。此消息源自该投资管理公司向监管机构提交的正式申报文件。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4110","RITM","CRDT","MORT","REM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661268610","title":"蝴蝶再振翅：Manus恢復獨立 通用Agent賽道告別「野蠻生長」","url":"https://stock-news.laohu8.com/highlight/detail?id=2661268610","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661268610?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 15:38","pubTimestamp":1787297880,"startTime":"0","endTime":"0","summary":"2025年3月，初创公司蝴蝶效应发布AI助手Manus的早期预览版，将其称为“全球首款通用智能体产品”。禁令下达后，Manus与Meta开始推进运营分离。Manus特别强调，此次调整与数据泄露或安全事件无关。2025年3月Manus出道时，市场确实处于通用Agent的空白期。此次牵头回购，腾讯看中的是Manus作为“全球第一个真正跑通的通用Agent产品”的稀缺性。对于Manus而言，回归独立后的战略选择至关重要。","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://finance.sina.com.cn/stock/aigcy/2026-08-21/doc-inipakut1554824.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":["AGIX","CHAT","VTHR","ARTY","ARR","QTOC","REM","AIPO","MORT","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660744464","title":"業績暴雷後緊急「滅火」，OpenAI CFO全員會表態：Q3 ARR已增35%，2027年或更早上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2660744464","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660744464?lang=zh_tw&edition=fundamental","pubTime":"2026-08-20 09:09","pubTimestamp":1787188155,"startTime":"0","endTime":"0","summary":"面对Q2收入增速仅18%、高管接连出走的双重压力，OpenAI CFO在全员会上亮出Q3最新数据：整体ARR至今增长35%，企业ARR增长50%，并明确表示公司“将在2027年或更早上市”。她同时要求员工不必担忧Anthropic可能抢先IPO，称“我们在跑自己的赛道”。","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://wallstreetcn.com/articles/3779849","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARR","BK4110","IPOS","REM","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660479730","title":"中金：外部擾動引發短期調整，修復行情仍有望延續","url":"https://stock-news.laohu8.com/highlight/detail?id=2660479730","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660479730?lang=zh_tw&edition=fundamental","pubTime":"2026-08-20 07:42","pubTimestamp":1787182920,"startTime":"0","endTime":"0","summary":"市场回调主要由外部多项利空因素触发。短期等待外围叙事和流动性好转，A股市场修复行情有望延续。结合上述分析，我们认为影响市场的几项外部叙事仍偏短期、阶段性，A股自7月底以来的修复行情仍有望延续。配置层面，外部冲击下市场波动加大，红利风格19日重新占优。","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/roll/2026-08-20/doc-ininxkrv6701078.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":["AIPO","ARTY","MORT","QTOC","REM","VTHR","CHAT","ARR","000001.SH","AGIX","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660136584","title":"SemiAnalysis：Anthropic Q2 超 40% ARR 來自間接渠道","url":"https://stock-news.laohu8.com/highlight/detail?id=2660136584","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660136584?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 08:21","pubTimestamp":1787098872,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 SemiAnalysis 披露，Anthropic 2026 年 Q2 来自间接渠道（Bedrock、Foundry、Gemini Agent Enterprise）的 ARR 占比已超 40%，API 与 B2B 贡献了绝大部分新增收入。间接渠道与直接收入的货币化模式不同，云服务商通常收取 IaaS 费或收入分成，实验室计入毛 ARR 但相关成本体现在销售与营销费用中，间接渠道需精确到单笔交易级别的算力分配分析。 ","market":"nz","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/2283622","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":["BK4110","ARR","MORT","REM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660460724","title":"美國房貸利率高企持續壓制樓市復甦：7月新屋開工驟降12.4%遠遜預期，獨棟住宅開工跌至2022年以來最低","url":"https://stock-news.laohu8.com/highlight/detail?id=2660460724","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660460724?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 21:30","pubTimestamp":1787059839,"startTime":"0","endTime":"0","summary":"7月独栋住宅开工量环比下降9.9%，年化率降至80.8万套，为2022年11月以来的最低水平。抵押贷款利率持续攀升是首要抑制因素。根据房地美数据，截至8月14日当周，美国30年期固定抵押贷款平均利率已升至6.81%，创下逾一年来最高水平。此前7月30日，30年期固定利率已达6.66%，为一年来新高。7月整体房屋竣工量降至121.2万套，低于6月的133.3万套。独栋住宅竣工量同样降至2020年以来最低。","market":"us","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/1481604.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LIV","REK","RMBX","HHH","REET","PKB","NRO","BK4024","MBS","WOOD","HOMZ","XHOA","JRE","MORT","BK4582","URE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660484808","title":"WorkBuddy、千問與豆包競逐，辦公Agent為何還不是一門大生意？","url":"https://stock-news.laohu8.com/highlight/detail?id=2660484808","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660484808?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 18:51","pubTimestamp":1786963862,"startTime":"0","endTime":"0","summary":"WorkBuddy的特别之处，是它并非靠全球领先的自有模型冲出来。虽然不是WorkBuddy用户，我也有切身体感。WorkBuddy在个人端的起量，至少印证了一件事：除了卷模型，把产品做好同样是一条路。国内的腾讯云WorkBuddy Managed Agents、阿里云百炼与AI网关、字节旗下火山引擎AgentKit和HiAgent，也在以不同的产品组合补齐类似的组织级治理能力。同一调查中，46%的受访者将现有系统集成列为主要障碍，4","market":"hk","thumbnail":"","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.lanjinger.com/d/1786420619551560030","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":"lanjinger_stock","symbols":["VTHR","CHAT","MORT","ARTY","BK4207","AIPO","QTOC","BK4110","ARR","REM","BBVA","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659166252","title":"美國房貸利率六周來首次小幅下降","url":"https://stock-news.laohu8.com/highlight/detail?id=2659166252","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659166252?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 00:28","pubTimestamp":1786638486,"startTime":"0","endTime":"0","summary":null,"market":"us","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.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["PKB","MBS","XHOA","HOMZ","URE","REK","HHH","RMBX","MORT","BK4024","LIV","JRE","NRO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658974873","title":"天寶2026財年第二季度業績：創紀錄的ARR與商譽引發的GAAP虧損形成對比","url":"https://stock-news.laohu8.com/highlight/detail?id=2658974873","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658974873?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 19:05","pubTimestamp":1786532738,"startTime":"0","endTime":"0","summary":"Trimble 2026财年第二季度营收增长11%至9.720亿美元，年经常性收入（ARR）增长14%至创纪录的25.1亿美元。非GAAP稀释后每股收益升至0.86美元，调整后EBITDA达到2.780亿美元，但5.620亿美元的T&L商誉减值导致GAAP净亏损4.717亿美元，即每股亏损2.02美元。毛利率提升至69.4%，三大业务板块均实现增长，上半年自由现金流达到5.018亿美元。Trimble 还上调了全年业绩指引，预计营收为39.0亿美元至39.5亿美元，非GAAP每股收益为3.60美元至3.70美元。","market":"us","thumbnail":"https://resource.tradingkey.com/cdn/images/article/news/trader4.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cdn/images/article/news/trader4.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/earnings/262099072-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MORT","BK4110","REM","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658378759","title":"傳智譜ARR達20億美元，七月以來新增200萬API用户","url":"https://stock-news.laohu8.com/highlight/detail?id=2658378759","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658378759?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 22:46","pubTimestamp":1786373171,"startTime":"0","endTime":"0","summary":null,"market":"us","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.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["BK4110","REM","ARR","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658028556","title":"下一次次貸危機，不遠了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658028556","media":"虎嗅APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658028556?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 08:09","pubTimestamp":1786320540,"startTime":"0","endTime":"0","summary":"相比之下，债务具有负凸性。所以去掉关于AI的各种光环，AI基建就是由一笔笔信贷杠杆构成，金融机构为云厂商的一栋栋装满芯片的建筑垫付资本，数据中心就是抵押品，AI实验室按合同支付的款项就是债务偿还额。而五大平台总计约2.1万亿美元的合同积压订单中，大约有一半是由OpenAI和Anthropic承诺支付的，债务集中程度也是空前的。所以这场潜在危机的真正原因在于，AI作为一个技术革命，其筹资层面，却是非常传统的由信贷驱动的房地产金融。","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://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656192762&idx=1&sn=fb02279d0769d30d64c5593756e56981&chksm=6796aede3bf93da40fc6ec824d1bafd3fa4d6a4e38d8d5ecb1b64ffbc6fcb0bafc6013e119ab&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK4585","REET","REM","09979","ARR","BK4588","SPHQ","VTHR","AIPO","BK4110","CHAT","MORT","ARTY","BK1148","FCLD","QTOC","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657660782","title":"港股異動 | MINIMAX-W爆升17%，入通首日北水搶籌近27億港元，ARR呈現階梯式跳升","url":"https://stock-news.laohu8.com/highlight/detail?id=2657660782","media":"智通财经","labels":["shareholding","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657660782?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 10:21","pubTimestamp":1786069316,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，$MINIMAX-W$爆升17%，本周累计涨幅已超50%。消息面上，8月6日，MiniMax正式调入港股通标的范围，当日港股通南向资金净流入26.97亿港元，位列成交活跃股首位。LiveReport此前预计，MiniMax入通首日可能获得不少于10亿港元的配置资金；若其港股通持股比例未来达到20%至25%，潜在增量资金规模可能超过100亿港元。值得注意的是，MiniMax的ARR从2025年12月的约1亿美元，快速增长至2026年4月的约4.3亿美元；2月至6月Token消耗量增长152%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/26f8f44afffe6bb5dcc1c9b08a72917a","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/26f8f44afffe6bb5dcc1c9b08a72917a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477133.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"MINIMAX-W爆升17%，入通首日北水抢筹近27亿港元，ARR呈现阶梯式跳升","news_tag":"shareholding,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1117","KCAI","BK4588","00100","BK4110","VXUS","BK4585","REM","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1180327757","title":"喜達屋地產信託：年底前有望解決近9億美元不良資產","url":"https://stock-news.laohu8.com/highlight/detail?id=1180327757","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180327757?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 19:06","pubTimestamp":1786014397,"startTime":"0","endTime":"0","summary":"喜达屋地产信托公司（Starwood Property Trust Inc）近日释放信号，预计将在本年度结束前，着手处理近9亿美元的业绩欠佳资产。这家总部位于马里兰州的商业地产金融巨头，正积极应对资产组合中的棘手问题，力求在年底前实现关键性突破。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["MORT","STWD","BK4110","REM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657252373","title":"美國房貸利率創逾一年新高 市場需求顯著收縮","url":"https://stock-news.laohu8.com/highlight/detail?id=2657252373","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657252373?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 22:44","pubTimestamp":1785941040,"startTime":"0","endTime":"0","summary":"受长端利率上行影响，美国房贷利率近期升至逾一年来最高水平，导致抵押贷款市场总需求出现显著下滑，各项贷款申请数据均跌至去年同期水平之下。受此影响，上周美国抵押贷款申请总体规模环比下降2.9%，同比下降5%，这是自今年4月以来该指标首次出现同比下滑。Mortgage News Daily数据显示，进入本周后，随着涉伊地缘政治局势出现缓和迹象及国际油价走低，美国债券市场压力有所减轻，带动房贷利率出现小幅回落。","market":"us","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/usstock/c/2026-08-05/doc-inimhtuc4395047.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["MBS","LIV","XHOA","MORT","RMBX","HHH","HOMZ","NRO","PKB","URE","REK","JRE","BK4024"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657519477","title":"千億ARR與184億燒錢並行：SpaceX(SPCX.US)首份季報交鋒「增長與代價」","url":"https://stock-news.laohu8.com/highlight/detail?id=2657519477","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657519477?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 15:53","pubTimestamp":1785916399,"startTime":"0","endTime":"0","summary":null,"market":"us","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.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["LU2290526834.HKD","MARS","BK4615","REM","BK4089","LU1861558580.USD","SPCG","XOVR","DXYZ","ARR","LOFF","SSPC","ORBX","WARP","SPCH","SPCM","SPAL","SPCX","SNK","MORT","SPAX","LU1861215975.USD","SPCF","WSPC","LU2360107168.USD","LU1861220033.SGD","UFO","SPCU","SPCQ","LU1861559042.SGD","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657474519","title":"千億ARR與184億燒錢並行：SpaceX(SPCX.US)首份季報交鋒「增長與代價」","url":"https://stock-news.laohu8.com/highlight/detail?id=2657474519","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657474519?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 15:53","pubTimestamp":1785916399,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，8月4日美股盘后，SpaceX交出了上市以来的首份季报。星链造血，AI狂奔，航天蓄力SpaceX的业务版图由连接(星链)、AI和航天三大板块构成。二季度AI板块营收25.61亿美元，同比增长247%。CFO明确表示，未来两个季度资本开支将维持类似水平。千亿美元ARR的指引，意味着SpaceX正在从“火箭公司”蜕变为“连接+算力”的基础设施巨头。","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/1476241.html","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":"stock_zhitongcaijing","symbols":["SPAL","SSPC","ORBX","LU1861559042.SGD","BK4110","MORT","REM","LU1861220033.SGD","ARR","BK4615","SNK","SPCQ","SPCX","MARS","LU2290526834.HKD","LU1861558580.USD","LU1861215975.USD","WARP","LOFF","LU2360107168.USD","SPCG","BK4089","SPCM","XOVR","SPCU","SPAX","SPCF","WSPC","SPCH","DXYZ","UFO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657594510","title":"新股消息 | 傳AI應用公司演語科技考慮赴港IPO ARR已超過3億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2657594510","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657594510?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 11:13","pubTimestamp":1785899613,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，据市场消息，中国人工智能公司演语科技正在考虑赴香港上市，相关上市计划仍处于评估阶段。其中，LiblibAI是演语科技核心产品之一，定位为AI创作者生态平台，为用户提供AI模型、素材及创作工具服务。业绩方面，据公司披露，截至2026年5月，演语科技年度经常性收入已超过3亿美元，过去一年公司多个AI产品实现商业化突破，集团整体收入保持高速增长。","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/1476139.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["REDS","MORT","BK4127","REM","IPOS","AIQ","FRHC","BK4110","BK4585","KCE","BK4588","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656244373","title":"機構Artificial Analysis：DeepSeek V4-Flash運行成本全球最低，僅為Claude Fable 5的1/105","url":"https://stock-news.laohu8.com/highlight/detail?id=2656244373","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656244373?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 16:52","pubTimestamp":1785747125,"startTime":"0","endTime":"0","summary":"据研究机构Artificial Analysis测算，DeepSeek新款模型V4-Flash每次任务完成成本仅约3美分，而Claude Fable 5高达3.15美元，前者仅为后者的1/105，刷新了主流大模型的性价比纪录。V4-Flash的推出，标志着AI竞争正从性能比拼转向成本效率之争，也令AI巨额资本开支的回报前景再度成为焦点。","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://wallstreetcn.com/articles/3778574","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":["AGIX","VTHR","REM","AIPO","QTOC","ARR","ARTY","CHAT","MORT","BK4110"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656317882","title":"跌懵了！「黑色7月」突襲，還能上車麼？最新研判","url":"https://stock-news.laohu8.com/highlight/detail?id=2656317882","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656317882?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 16:13","pubTimestamp":1785658380,"startTime":"0","endTime":"0","summary":"7月上旬，中东局势反复，油价飙升直接推高全球通胀担忧。目前第一个条件尚待观察，第二个条件还未成熟，预计短期波动仍有反复。部分AI细分领域核心标的有望逐渐企稳，考虑到资金结构，短期可","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://finance.sina.com.cn/jjxw/2026-08-02/doc-inikxfmh9733860.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["VGT","AGIX","ARTY","CHAT","XLK","QTOC","ARR","BK4585","VTHR","159982","AIPO","BK4588","BK4110","MORT","REM","399300"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655350413","title":"AI生產力應用ARR約6.2億元 美圖股價升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655350413","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655350413?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 18:47","pubTimestamp":1785494835,"startTime":"0","endTime":"0","summary":null,"market":"us","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.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["ARTY","VTHR","QTOC","AGIX","MORT","CHAT","AIPO","ARR","REM","BK4110"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":3,"totalSize":91,"code":"91000000","status":"200"}]}}