ENG/中
老虎證券
行情
交易
收費
下載
優惠與活動
幫助
TigerAI
學堂
期權訓練營
投資學堂
機構
財富及資產管理人
自營交易機構
介紹經紀商
三方服務商
股權激勵
關於
關於我們
媒體報道
獎項與榮譽
登入
立即註冊
Toggle
美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
VanEck Mortgage REIT Income ETF
9.17
-0.1200
-1.29%
成交量：
175.37萬
成交額：
1,622.13萬
市值：
3.41億
市盈率：
- -
高：
9.32
開：
9.27
低：
9.17
收：
9.29
52周最高：
11.44
52周最低：
9.17
股本：
3,715.00萬
流通股本：
3,715.00萬
量比：
1.36
換手率：
4.72%
股息：
1.49
股息率：
16.20%
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
Meta收購Manus交易已撤銷，創始團隊恢復實控權
《财经》杂志
·
09/01
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
·
09/01
MINIMAX-W（00100）漲6.7% 機構指模型迭代將進一步推動公司ARR增速
金吾财讯
·
09/01
智譜(02513)MaaS ARR已達16億美元，1個月增長60%
智通财经
·
08/31
W午後升逾8% 華泰證券維持「買入」評級
新浪港股
·
08/31
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
智通财经
·
08/31
傳DeepSeek尋求新一輪融資 計劃籌集74億美元
智通财经
·
08/28
分析： AI 基建需求長於互聯網，廣義編程仍驅動 ARR
链捕手
·
08/28
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
智通财经
·
08/28
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
·
08/27
MiniMax2026年中期業績會：加快M與H系列模型的研發及發布周期
上观新闻
·
08/27
MiniMax ARR暴漲500%，token暴漲2000%！這就是Agent紅利吧
量子位
·
08/26
美圖公司首席產品官陳劍毅：兩新品ARR均突破50萬美元
智通财经
·
08/26
MiniMax：從ARR結構看 To B業務佔比已達到約80%
智通财经
·
08/26
MiniMax8月年度經常性收入超過8億美元
澎湃新闻
·
08/26
MiniMax 7月Token消耗量飆至年初20倍 8月ARR衝破8億美元
智通财经
·
08/26
Sculptor Capital披露對NCC Group持股5.41%
投资观察
·
08/26
蝴蝶再振翅：Manus恢復獨立 通用Agent賽道告別「野蠻生長」
新浪证券
·
08/21
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
·
08/20
中金：外部擾動引發短期調整，修復行情仍有望延續
市场资讯
·
08/20
更多
{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎證券香港 | 輕鬆買賣美股港股A股/美債/ETF/Crypto/期權期貨","description":"老虎證券香港提供多種優惠: 港股&Crypto 0佣、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","keywords":"老虎證券,老虎證券開戶,老虎證券香港,老虎證券投資,老虎證券美股,老虎證券登錄,證券開戶,證券公司開戶,股票開戶,香港證券公司,香港證券,證券公司,美股投資平台,小額投資理財,投資app,投資平台,股票買賣,買賣股票平台,炒股app,證券app,新手投資","social":{"ogDescription":"老虎證券香港提供多種優惠: 港股&Crypto 0佣、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.imtigers.com/hant/stock/MORT/news?page=2"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","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":9.17,"timestamp":1789502400000,"preClose":9.29,"halted":0,"volume":1753738,"delay":0,"changeRate":-0.012917115177610251,"floatShares":37150000,"shares":37150000,"eps":0,"marketStatus":"盤前交易","change":-0.12,"latestTime":"09-16 04:45:30 EDT","open":9.27,"high":9.3201,"low":9.165,"amount":16221320.638921998,"amplitude":0.016695,"askPrice":9.71,"askSize":1,"bidPrice":8.38,"bidSize":100,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":1,"nextMarketStatus":{"tag":"開盤","tradingStatus":2,"beginTime":1789565400000},"marketStatusCode":1,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":9.17,"sharesOutstanding":37700000,"nav":9.29567,"aum":344869490.42,"dividendRate":0.161996,"bidAskSpread":0.001078,"postHourTrading":{"tag":"盘后","latestPrice":9.1932,"preClose":9.17,"latestTime":"19:30 EDT","volume":9723,"amount":89394.0506,"timestamp":1789515007546,"change":0.0232,"changeRate":0.00253,"amplitude":0.005453},"volumeRatio":1.362600734218305,"impliedVol":0.0338,"impliedVolPercentile":0.116},"@#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":1.362600734218305,"shares":37150000,"dividePrice":1.4855,"high":9.3201,"amplitude":0.016695,"preClose":9.29,"low":9.165,"week52Low":9.165,"pbRate":"--","week52High":11.4401,"institutionHeld":0,"latestPrice":9.17,"committee":0.980198,"eps":0,"divideRate":0.161996,"volume":1753738,"delay":0,"ttmEps":0,"open":9.27,"prevYearClose":10.51,"prevWeekClose":9.35,"prevMonthClose":9.76,"prevQuarterClose":10.36,"fiveDayClose":9.73,"twentyDayClose":9.92,"sixtyDayClose":10.08},"@#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:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2664485999","title":"Meta收購Manus交易已撤銷，創始團隊恢復實控權","url":"https://stock-news.laohu8.com/highlight/detail?id=2664485999","media":"《财经》杂志","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664485999?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 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":"sh","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, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-09-01/doc-iniqitrp7968423.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["QTOC","ARR","MORT","BK4110","CHAT","REM","AGIX","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664740887","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2664740887","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664740887?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 14:08","pubTimestamp":1788242928,"startTime":"0","endTime":"0","summary":"智谱在业绩会和分析师call 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":["BK4110","BK1117","BK6100","REM","MORT","BK6520","02513","LU0593848301.USD"],"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":"hk","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":["00100","BK1117","ARR","REM","MORT","BK4110"],"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":"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/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":["02513","REM","BK1117","LU0593848301.USD","ARR","BK4110","MORT"],"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":["BK4110","ARR","REM","00100","MORT","BK1117"],"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":"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/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":["MORT","BK4588","BK4585","BK4110","KCAI","VXUS","BK1117","00100","ARR","REM"],"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 13:42","pubTimestamp":1787895774,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，据媒体援引知情人士报道，国内头部AI大模型企业DeepSeek正推进新一轮融资，计划筹集74亿美元，用于研发工作及扩张其算力基础设施。知情人士透露，在上一轮融资中，DeepSeek曾要求大多数投资者将资金投入一家由创始人梁文锋管理的有限合伙企业;但在最新一轮融资中，该公司将允许更多直接投资。DeepSeek首轮融资于今年6月完成交割，融资总额达510亿元人民币，投后估值近4000亿元，创下目前国内AI行业单轮融资规模最高纪录。","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/1487798.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":["ARR","MORT","REM","CHAT","IPO","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662582050","title":"分析： AI 基建需求長於互聯網，廣義編程仍驅動 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":"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://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":["ARTY","MORT","BK4110","159792","AIPO","REM","QTOC","AGIX","ARR","VTHR","CHAT","160636"],"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 10:37","pubTimestamp":1787884657,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美图公司早盘涨超11%，截至发稿，涨11.53%，报4.98港元，成交额4.69亿港元。消息面上，美图公司近日发布中期业绩，上半年收入22.1亿元，同比增长22.1％；经调整后归属母公司权益持有人净利润6.5亿元，同比增长39.5%。作为美图公司第一大收入来源，2026上半年，影像与设计产品业务收入同比增长30.9%至17.7亿元，约占总收入的80%。","market":"hk","thumbnail":"https://static.tigerbbs.com/a44057b4a20ebe6d630712ecfc5dba80","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a44057b4a20ebe6d630712ecfc5dba80"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1487727.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2045819591.USD","BK4588","LU2125910849.SGD","LU0082770016.SGD","BK1613","BK4110","LU0082770016.USD","LU0620787316.HKD","BK4585","REM","MORT","BK1618","KCAI","BK1609","01357","LU2125910500.SGD","VXUS","LU0164939612.USD","BK1095","BK1612"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662299007","title":"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","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 09:25","pubTimestamp":1787793909,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，MINIMAX-W高开近5%，截至发稿，涨4.95%，报318港元，成交额1.28亿港元。消息面上，MiniMax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。其中，B端收入同比增长703.1%至7390万美元，占比由上年同期的30.3%升至63.4%，成为公司第一大收入来源。同时，受益于基础设施及全栈效率提升，MiniMax毛利持续改善，同比增长464.8%至2081万美元。","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/1486702.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":"highlight_zhitongcaijin","symbols":["00100","BK4588","BK1117","KCAI","REM","VXUS","BK4110","MORT","BK4585","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662774096","title":"MiniMax2026年中期業績會：加快M與H系列模型的研發及發布周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2662774096","media":"上观新闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662774096?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 06:07","pubTimestamp":1787782022,"startTime":"0","endTime":"0","summary":"8月26日晚，通用人工智能科技公司MiniMax在2026年中期业绩会上披露多项最新经营数据及模型研发进展。新民晚报记者关注到，MiniMax第二季度收入较第一季度环比增长81.8%。进入第三季度后，7月Token消耗量已达到1月的20倍，8月年度经常性收入（ARR）增长至8亿美元以上。MiniMax的收入结构在快速变化。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608273855300956.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608273855300956.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["ARR","BK4110","REM","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662233667","title":"MiniMax 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":["BK4110","REM","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 21:53","pubTimestamp":1787752399,"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":["ARR","BK4110","REM","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662717888","title":"MiniMax：從ARR結構看 To B業務佔比已達到約80%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662717888","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662717888?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 21:43","pubTimestamp":1787751834,"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":["REM","ARR","BK4110","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662714342","title":"MiniMax8月年度經常性收入超過8億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662714342","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662714342?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 20:40","pubTimestamp":1787748000,"startTime":"0","endTime":"0","summary":"8月26日，MiniMax在2026年中期业绩会上披露，公司8月年度经常性收入（ARR）已超过8亿美元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-26/doc-iniprytr6051276.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, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-08-26/doc-iniprytr6051276.shtml","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":"sina","symbols":["MORT","ARR","REM","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662711672","title":"MiniMax 7月Token消耗量飆至年初20倍 8月ARR衝破8億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662711672","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662711672?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 20:34","pubTimestamp":1787747669,"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":["MORT","REM","ARR","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"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":"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":"","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","MORT","RITM","REM","CRDT"],"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":"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/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":["REM","AGIX","BK4110","VTHR","ARR","ARTY","QTOC","MORT","CHAT","AIPO"],"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":"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://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":["IPOS","MORT","REM","BK4110","ARR"],"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":"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/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":["BK4110","REM","VTHR","CHAT","MORT","ARR","AIPO","AGIX","QTOC","000001.SH","ARTY"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":2,"totalSize":87,"code":"91000000","status":"200"}]}}