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VanEck Mortgage REIT Income ETF
9.03
-0.1100
-1.20%
盤後:
9.08
0.0500
+0.55%
17:07 EDT
成交量:
166.44萬
成交額:
1,507.62萬
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...
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公司
新聞資訊
公告
港股異動 | 美圖公司(01357)升逾8% 上半年經調歸母淨利預增超36% AI生產力應用ARR增47.8%
智通财经
·
07/31
Anthropic與開源模型雙線夾擊 OpenAI高管送上 「定心丸」:7 月年化營收超越二季度總和
智通财经
·
07/30
OpenAI年化收入提速,CFO內部喊話:7月一個月頂過整個二季度
华尔街见闻
·
07/30
豆包、飛書、火山引擎組織調整,字節大模型ARR已超40億美金
虎嗅APP
·
07/30
大行評級丨高盛:重申MiniMax「買入」評級,多模態策略為關鍵差異化優勢
中金财经
·
07/27
ARMOUR住宅房地產公司:根據SEC文件,將股權銷售協議下的普通股增發2500萬股
美股速递
·
07/25
受通脹與地緣衝突推高債基影響 美國房貸利率升至近一年來高位
环球市场播报
·
07/25
TickerTrends:Anthropic ARR 達 741 億美元,約為 OpenAI 413 億美元的 1.79 倍
链捕手
·
07/24
MAG Capital Partners 以約8900萬美元出售中西部137萬平方英尺工業資產組合予 Starwood Property 旗下子公司
美股速递
·
07/23
踩中梁文鋒説的AGI關鍵一步!這款模型兩周ARR破千萬美元
智东西
·
07/23
半年賺170%、規模565億,金梓才卻在減倉
市场资讯
·
07/23
Rithm Property Trust在取消股票發行後股價反彈
路透中文
·
07/21
消息稱飛書Q2 ARR按年增長超100%
智通财经
·
07/20
摩根大通下調AGNC評級至中性,目標價上調至12美元
美股速递
·
07/17
智譜ARR已達10億美元
智通财经
·
07/17
國產大模型邁入10億美元ARR新紀元!智譜(02513)跑出超越Anthropic的商業化增長曲線
智通财经
·
07/17
智譜 ARR 突破 10 億美元,6 個月內實現 15 倍爆發式增長
链捕手
·
07/17
智譜ARR達到10億美元,半年增長15倍
智通财经
·
07/17
花旗:5 月外資增持 180 億美元機構抵押貸款支持證券
智通财经
·
07/16
通脹壓力衝擊美國樓市!美國房貸利率觸及近一年新高 購房貸款申請量創五個月新低
智通财经
·
07/15
更多
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| 美圖公司(01357)升逾8% 上半年經調歸母淨利預增超36% AI生產力應用ARR增47.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655333077","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655333077?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 10:29","pubTimestamp":1785464952,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,美图公司(01357)涨超8%,截至发稿,涨8.18%,报4.63港元,成交额2.7亿港元。消息面上,美图公司公布,截至2026年6月,美图公司付费订阅用户数超1844万再创新高,影像与设计产品收入同比增长30.9%达约18亿元。此外,AI生产力应用ARR同比增长47.8%。按非国际财务报告准则,美图公司2026上半年经调整归属母公司权益持有人净利润可能实现36%至40%的同比增长。美图公司将于8月26日正式发布2026年中期业绩。","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/1474437.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0082770016.SGD","LU0620787316.HKD","AGIX","BK4110","LU2125910500.SGD","BK4588","ARR","AIPO","BK1612","MORT","LU2045819591.USD","CHAT","VXUS","KCAI","LU0164939612.USD","01357","REM","VTHR","ARTY","BK1618","LU0082770016.USD","BK1609","LU2125910849.SGD","BK4585","BK1095","BK1613","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655417758","title":"Anthropic與開源模型雙線夾擊 OpenAI高管送上 「定心丸」:7 月年化營收超越二季度總和","url":"https://stock-news.laohu8.com/highlight/detail?id=2655417758","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655417758?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 11:23","pubTimestamp":1785381804,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,在行业竞争持续加剧的背景下,OpenAI管理层面向全体员工释放经营信心。弗莱尔表示,OpenAI在7月份的年化经常性收入已超过整个第二季度的总营收。Anthropic在5月完成最新一轮融资后,估值达到9650亿美元,超越OpenAI登顶全球AI创企榜首。据媒体3月报道,OpenAI的年化营收最近突破250亿美元。泰勒本周三告诉员工,Anthropic今年开局强劲,他承认OpenAI在代码赛道需要追赶。OpenAI 和 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CFO内部会议罕见披露:7月单月新增年化经常性收入已超整个二季度,增长引擎来自GPT-5.6、企业Agent及编程工具Codex的爆发式普及。有分析认为,这意味着今年ARR或逼近600亿美元,与Anthropic差距收窄。在估值达8520亿美元、IPO申请已秘密递交的关键节点,这份收入加速曲线,或将成为其上市路演最强底牌。","market":"sg","thumbnail":"https://static.tigerbbs.com/14b28f6461f0587dab43c63175ed92f3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/14b28f6461f0587dab43c63175ed92f3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778290","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MORT","REM","BK4110","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655826131","title":"豆包、飛書、火山引擎組織調整,字節大模型ARR已超40億美金","url":"https://stock-news.laohu8.com/highlight/detail?id=2655826131","media":"虎嗅APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655826131?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 10:59","pubTimestamp":1785380340,"startTime":"0","endTime":"0","summary":"7月30日,字节跳动启动面向 AI 业务的组织调整,加强豆包、飞书、火山引擎在企业生产力场景的产品与服务协同。此次组织整合背后,是字节正在进一步提升AI to B战略的优先级。截至今年 6 月,豆包大模型日均 Token 调用量突破 180 万亿,火山引擎在公有云 MaaS 市场占据重要份额,飞书商业化增长也明显加速。2026 年二季度,飞书新增客户中已有超九成同步采购飞书 AI 产品。","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://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656190221&idx=1&sn=1c3708ecaa07e97d70e8190405b8bfef&chksm=67012c0ede42df9ab19ecb5a2cab86f74e3c7dc0ce623e3338cfd1f4a3e5a3eee73db2c485d0&scene=0#rd","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":"weixin_highlight","symbols":["GPTZ","REM","WISE","EPAI","LRNZ","BK4110","ARR","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654096784","title":"大行評級丨高盛:重申MiniMax「買入」評級,多模態策略為關鍵差異化優勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2654096784","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654096784?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 11:27","pubTimestamp":1785122821,"startTime":"0","endTime":"0","summary":"高盛指出,MiniMax的多模态策略为其关键差异化优势,H3模型已进入推出前最后阶段,预期即将面世,相信会对多模态行业格局带来深远影响,重申MiniMax“买入”评级,目标价860港元。高盛预期MiniMax将于今年8月纳入港股通,加上目前市值对比中国视频生成模型同业在明显折让,公司阐述的M3模型竞争力策略及即将推出的H3多模态产品,可望成为年度经常性收入增长的正面驱动力,于下半年带动显著估值修复空间。","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://sc.stock.cnfol.com/gushizhibo/20260727/32318262.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":"zhongjincaijing_highlight","symbols":["BK4110","ARR","REM","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171692325","title":"ARMOUR住宅房地產公司:根據SEC文件,將股權銷售協議下的普通股增發2500萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=1171692325","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171692325?lang=zh_tw&edition=fundamental","pubTime":"2026-07-25 04:18","pubTimestamp":1784924289,"startTime":"0","endTime":"0","summary":"ARMOUR住宅房地产公司(ARMOUR Residential REIT Inc)近日宣布,依据一份美国证券交易委员会(SEC)的文件,公司已决定将其股权销售协议项下可发售的普通股数量增加2500万股。此举表明,这家专注于住宅抵押贷款投资的房地产投资信托基金正在寻求进一步筹资,以扩大其资本基础或进行其他战略布局。","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":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["REM","MORT","ARR","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654403900","title":"受通脹與地緣衝突推高債基影響 美國房貸利率升至近一年來高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2654403900","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654403900?lang=zh_tw&edition=fundamental","pubTime":"2026-07-25 02:00","pubTimestamp":1784916000,"startTime":"0","endTime":"0","summary":"受地缘局势升级与通胀风险上升推动,作为美国住房抵押贷款基准的30期固定利率本周进一步走高,创下近11个月来的新高。市场分析认为,地缘冲突推高能源成本进而加剧通胀预期,是导致近期房贷利率维持高位的主要因素。 美国住房金融机构房地美公布的最新调查数据显示,截至本周,全美30年期固定抵押贷款平均利率从上周的6.55%升至6.58%,为2025年8月以来的最高水平;上年同期该数值为6.74%。","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://finance.sina.com.cn/stock/usstock/c/2026-07-25/doc-iniixwvz1448269.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":["RMBX","XHOA","BWZ","FLGV","BBLB","BK4024","REK","IEF","IGOV","TSYW","UNIY","CRXP","RMIF","MORT","HHH","FLXI","TPLS","TFJL","TLH","BBSB","SHY","RULE","TLTW","TLTX","EDGF","LIV","TBJL","BSR","MBS","PKB","TLT","TLTI","BBIB","URE","SGOV","HOMZ","JRE","NRO","BWX","IEI","FITZ","CWS","ISHG","SHV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653777373","title":"TickerTrends:Anthropic ARR 達 741 億美元,約為 OpenAI 413 億美元的 1.79 倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2653777373","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653777373?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 08:44","pubTimestamp":1784853842,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,据 TickerTrends 追踪数据,截至 7 月,Anthropic 年度经常性收入(ARR)约为 741 亿美元,OpenAI 约为 413 亿美元,两者差距约 328 亿美元。自上次报告期以来,Anthropic 增长 57.7%,OpenAI 增长 65.2%,后者增速略快。\n\n从时间线看,Anthropic 的追踪 ARR 从 1 月的 102 亿美元升至 4 月的 356 亿美元、6 月的 696 亿美元和 7 月的 741 亿美元;OpenAI 则从 1 月的 214 亿美元升至 5 月的 330 亿美元和 7 月的 413 亿美元。Anthropic 在绝对收入规模上仍显著领先,但 OpenAI 近期的增长势头更强。 ","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.chaincatcher.com/article/2277910","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","ARR","REM","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123194956","title":"MAG Capital Partners 以約8900萬美元出售中西部137萬平方英尺工業資產組合予 Starwood Property 旗下子公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1123194956","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123194956?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 22:56","pubTimestamp":1784818569,"startTime":"0","endTime":"0","summary":"MAG Capital Partners 已正式完成一笔重磅交易,将其位于中西部、总面积达137万平方英尺的工业资产组合出售给 Fundamental Income Properties。这家收购方是 Starwood Property Trust (纽交所代码:STWD) 的子公司,交易总价约为8900万美元。此番大手笔买卖,标志着一次关键的区域性工业资产流转,进一步凸显了资本在该领域的活跃布局。","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","BK4110","REM","STWD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653474270","title":"踩中梁文鋒説的AGI關鍵一步!這款模型兩周ARR破千萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2653474270","media":"智东西","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653474270?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 19:30","pubTimestamp":1784806200,"startTime":"0","endTime":"0","summary":"与此同时,Mind Lab今年7月开启商业化,仅用时两周,年化经常性收入便突破千万美元量级。这样一来,模型可以完成人类能做的所有事情,包括自己开发更前沿的AI模型,AI加速AI的研究。此次V1正式版发布基于这一策略进行了提升。第二类玩家是发展处于早期的Fireworks AI、Together AI,Fireworks AI能够在一个基座模型上托管数百个LoRA,并根据每次请求动态选择适配器,Together AI已将LoRA设为默认微调方式。","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":"https://finance.sina.com.cn/roll/2026-07-23/doc-iniiuwta4666601.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":["AGBK","AGI","BK4207","MORT","BK4017","GDXJ","LU0368265764.SGD","LU0498741890.SGD","ARR","REM","LU0055631609.USD","LU0498741114.HKD","LU0496367417.USD","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653926837","title":"半年賺170%、規模565億,金梓才卻在減倉","url":"https://stock-news.laohu8.com/highlight/detail?id=2653926837","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653926837?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 08:27","pubTimestamp":1784766420,"startTime":"0","endTime":"0","summary":" 半年赚170%,管理规模从89亿干到565亿。 财通基金的金梓才,管理的各只产品都交了二季报。数字很吓人:财通福鑫定开混合上半年收益172.94%,主动权益基金排名第二。一年期、三年期、五年期、七年期、十年期业绩,全部同类第一。管理规模从一季度末的89亿,暴增到565亿,翻了五倍多。 但他干的头号大事,是减仓。 股票仓位从93.51%降到84.25%,前十大重仓股的占比从87.84%降到72.32%。仓位降了将近10个百分点,集中度降了15个百分点。","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":"https://finance.sina.com.cn/roll/2026-07-23/doc-iniitzpk7683374.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":["VTHR","REM","QTOC","BK4110","ARR","CHAT","AGIX","AIPO","MORT","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653347272","title":"Rithm Property Trust在取消股票發行後股價反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=2653347272","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653347272?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 19:50","pubTimestamp":1784634615,"startTime":"0","endTime":"0","summary":"BUZZ-Rithm Property Trust在取消股票发行后股价反弹7月21日-** 抵押贷款房地产投资信托基金(REIT)Rithm Property Trust的RPT.N股票周二盘前上涨13.7%,报12.09美元,此前该公司取消了原定的增资计划** 总部位于纽约的RPT以市场状况为由,终止了 (link) 拟议的公开发行股票计划及拟进行的同步私募配售** RPT表示,目前不会收购该多","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260721:nL4S43N0YW:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRDT","LU2237443978.SGD","LU1868836914.USD","LU2237443465.HKD","LU2471134796.USD","RITM","LU2237443895.HKD","BK4550","BK4110","IE0002270589.USD","BK4231","LU1868837300.USD","LU2750360641.GBP","IE00B19Z3581.USD","LU0061475181.USD","LU1868836591.USD","LU0251131958.USD","BK4504","LU0868494708.USD","LU2471134879.HKD","LU1868837136.USD","REM","LU1804176565.USD","LU2237443549.SGD","MORT","LU0345770993.USD","LU1894683348.USD","LU2471134523.USD","LU0106831901.USD","LU0251142724.SGD","LU1668664300.SGD","LU0096364046.USD","RPT","LU1791807156.HKD","LU2237438978.USD","LU0868494617.USD","LU1894683264.USD","BK4127","IE0034235188.USD","IE00BFXG1179.USD","GSX","IE00BSNM7G36.USD","IE0004086264.USD","BK4585","BK4080","LU0048573561.USD","BK4552","IE0004091025.USD","IE00B19Z3B42.SGD","LU0345770308.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652298523","title":"消息稱飛書Q2 ARR按年增長超100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2652298523","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652298523?lang=zh_tw&edition=fundamental","pubTime":"2026-07-20 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Investment Corp)的评级,将其从“增持”下调至“中性”。与此同时,该行将AGNC的目标股价从11美元上调至12美元。","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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AGNC","BK4588","REM","BK4110","BK4585","DVDN","MORT","CRDT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652471065","title":"智譜ARR已達10億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2652471065","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652471065?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 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11:04","pubTimestamp":1784257464,"startTime":"0","endTime":"0","summary":"对比全球标杆企业Anthropic的商业化历程,智谱的增长速度极具突破性。根据Anthropic的官方数据和智谱财报数据,ARR从1亿美金增长到10亿美金,Anthropic用了15个月,智谱仅用了5个月。知情人士透露,在2026年1月到7月期间,智谱的ARR增长了15倍。从行业横向维度看,智谱当前10亿美元ARR体量,已等同于DeepSeek、Kimi、MiniMax三家国产头部大模型企业估算ARR总和,一举粉碎了市场长期以来“国内厂商难以复刻Anthropic商业化神话”的质疑。","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":"http://www.zhitongcaijing.com/content/detail/1468832.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0593848301.USD","BK4110","BK1117","MORT","REM","WISE","ARR","02513","LRNZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652283476","title":"智譜 ARR 突破 10 億美元,6 個月內實現 15 倍爆發式增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2652283476","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652283476?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 10:02","pubTimestamp":1784253744,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,据“智能涌现”引述多个独立信源报道,截至 2026 年 7 月,中国大模型头部企业智谱的年度经常性收入(ARR)已达到 10 亿美元。知情人士透露,在 2026 年 1 月至 7 月期间,智谱的 ARR 在短短半年内暴增了 15 倍。从 1 亿美元 ARR 增长至 10 亿美元,智谱仅耗时 5 个月,这一商业化增速已超越美国 AI 实验室 Anthropic 跨越同等阶段所耗费的 15 个月。截至发稿,智谱尚未对上述财务数据做出回应。\n\n智谱营收的急速攀升主要得益于其在 Coding 及推理能力路线上的集中押注。财报显示,今年第一季度,即使 GLM 的 API 调用价格累计调高了约 83%,其海外订阅价格也逼近 Anthropic 的 Claude Code,但其总调用量仍逆势增长了约 400%。今年 6 月,智谱上线了最新开源大模型 GLM-5.2,在多个核心指标上已追平甚至超越了主流前沿模型。\n\n目前,AI 编码与视频生成已成为全球大模型商业化落地最快、造血能力最强的赛道。随着代码市场需求走向确定,行业竞争正进一步白热化。在国内,MiniMax 于 6 月发布了重点强化代码能力的 M3,月之暗面也于 7 月 16 日推出了参数量达 2.8 万亿的 K3 开源模型;而在海外,随着 OpenAI 合并 ChatGPT 与 CodeX,其在 Coding 领域也展现出对 Anthropic 的追击势头,全球范围内的 AI 生产力工具之战仍在持续升级。 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