美股詳情

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VanEck Mortgage REIT Income ETF

9.38

+0.02500.27%

成交量：17.35萬

成交額：162.46萬

市值：3.48億

市盈率：- -

高：9.41

開：9.33

低：9.30

收：9.35

52周最高：11.44

52周最低：9.30

股本：3,715.00萬

流通股本：3,715.00萬

量比：5.34

換手率：0.47%

股息：1.49

股息率：15.85%

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

智譜兩月募700億引眾怒？前次配售價腰斬後仍伸手勁敵環伺ARR可持續性存疑

SpaceX（SPCX）升逾1% CFO看好年底達成千億ARR目標

ARR 3億美元的Kimi，為什麼還在追着投資人要錢？

Adobe(ADBE.US)業績喜憂參半：Q3月活用户破10億、AI產品ARR增150%，Q4指引略遜於預期

SpaceX再籤AI算力大單、CFO稱年底ARR有望衝千億美元，明年首發太空算力衞星

华尔街见闻

高盛：MiniMax-W ARR持續爬升及毛利率有望改善維持「買入」評級

大摩閉門會：MiniMax（00100）、智譜（02513）ARR雙雙狂奔，模型競爭將進入分層淘汰賽

智通财经网

AI安全王者CrowdStrike(CRWD.US)加速狂奔！Fal.Con 2026大會發布炸裂FY28業績指引 ARR增長目標24.6%

港股異動 | MINIMAX-W(00100)早盤升逾6% 商業化進程明顯加速 8月ARR已突破8億美元

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

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勁敵環伺ARR可持續性存疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2667312346","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667312346?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 10:16","pubTimestamp":1789352160,"startTime":"0","endTime":"0","summary":"智谱再次配售募资引发市场关注。智谱2个月前刚完成配售新H股募资约314亿港元。其次，公司此次属于“一般性授权”，或直接绕开小股东表决。截至本公告日期，本公司并无持有任何库存股份。显然，相比当前股价当时配售价或已经出现腰斩，相关机构或出现账面巨额浮亏。尽管公司ARR相对超预期，但市场似乎依然对其持续性产生担忧。随着新模型发布后，Kimi的ARR增长迅猛。","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/observe/2026-09-14/doc-iniruarh4125319.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":["BK1117","REM","02513","LU0593848301.USD","LU1206782309.USD","BK4110","MORT","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666433540","title":"SpaceX（SPCX）升逾1% CFO看好年底達成千億ARR目標","url":"https://stock-news.laohu8.com/highlight/detail?id=2666433540","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666433540?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 17:09","pubTimestamp":1789117762,"startTime":"0","endTime":"0","summary":"金吾财讯 | SpaceX 美股盘前股价扬升，最新涨1.01%，报149.64美元。消息面上，SpaceX首席财务官Bret Johnsen在高盛Communacopia+Technology Conference2026上披露，公司本月再度敲定一笔AI算力托管协议，订单自12月1日起生效，每月将带来约11亿美元收入，折合年化收入约133亿美元。他表示，叠加这笔新增订单带来的收入，按照12月营收水平年化测算，SpaceX有信心在今年年底达成1000亿美元年化经常性收入目标。本次新订单并非 SpaceX近期首笔算力合作。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305932","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":["LU0942090050.USD","SPAX","ARR","LOFD","LU1861558580.USD","DXYZ","LU2237443978.SGD","ORBX","LOFF","WARP","SPCU","LU0106831901.USD","LU2471134952.CNY","LU2750360997.AUD","LU1894683348.USD","SPCX","SPCM","BK4550","SPCF","LU0345770993.USD","MORT","YSPC","WSPC","ELOL","SPCQ","LU2471134523.USD","BK4089","SPCG","LU0096364046.USD","SSPC","XOVR","GSX","IE0004091025.USD","SPAL","XOVL","BK4110","LU1868837136.USD","MARS","SPCH","LU1668664300.SGD","LU1868836591.USD","LU1868837300.USD","REM","LU2237443382.USD","LU0345770308.USD","SNK","UFO","LU1144417596.USD","DSPC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666548029","title":"ARR 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12:08","pubTimestamp":1789099731,"startTime":"0","endTime":"0","summary":"与此同时，Kimi还在按照500亿美元的投前估值推进新一轮融资，这很可能是IPO之前最后一轮。这显然不是因为商业化毫无进展，6月中旬，Kimi的ARR已经超过3亿美元，3月时还只有1亿美元；API收入占整体收入七成以上。这也是35亿美元融资之后，它仍然需要更多钱的原因。比如ARR究竟代表什么？Kimi可以说自己的ARR从1亿美元涨到3亿美元；Anthropic可以披露自己的年化收入；投资人再按照增长速度、Benchmark和最新一轮融资决定一个价格。","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":"https://www.lanjinger.com/d/1788435078994259836","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":["BK4110","MORT","ARR","REM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666490511","title":"Adobe(ADBE.US)業績喜憂參半：Q3月活用户破10億、AI產品ARR增150%，Q4指引略遜於預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2666490511","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666490511?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 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07:09","pubTimestamp":1789081763,"startTime":"0","endTime":"0","summary":"SpaceX CFO 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ARR持續爬升及毛利率有望改善 維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2666568735","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666568735?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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08:54","pubTimestamp":1788656085,"startTime":"0","endTime":"0","summary":"摩根士丹利近期举办闭门会，就国内AI大模型公司及互联网大厂最新动态进行深度交流。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20260906/20260906085810_36445.png?x-oss-process=image/format,jpg/quality,Q_80","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260906/20260906085810_36445.png?x-oss-process=image/format,jpg/quality,Q_80"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492449.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":"highlight_zhitongcaijin","symbols":["LU0593848301.USD","LU2028103732.USD","BK4585","MORT","IE00BZ1G4Q59.USD","LU0314104364.USD","LU1244550577.SGD","LU0971096721.USD","LU0320765646.SGD","LU2264538146.SGD","LU0098860793.USD","LU0225283273.USD","BK4581","BK4504","LU0158827948.USD","LU2023251221.USD","BK4110","LU1668664300.SGD","LU0106261372.USD","LU1720051108.HKD","LU1732799900.SGD","LU0795875086.SGD","LU1162221912.USD","REM","LU0528227936.USD","LU1791710582.SGD","BK4534","LU1791710400.SGD","LU0053666078.USD","LU0912757837.SGD","KBWB","00100","IAI","LU1206782309.USD","LU2487616109.SGD","LU1548497426.USD","LU1244550494.USD","02513","LU0006306889.USD","LU1720051017.SGD","LU0106831901.USD","IE00B775SV38.USD","IE00BKVL7J92.USD","LU1988902786.USD","LU0234570918.USD","BK4127","LU1074936037.SGD","LU2133065610.SGD","LU0795875169.SGD","ARR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2664846823","title":"AI安全王者CrowdStrike(CRWD.US)加速狂奔！Fal.Con 2026大會發布炸裂FY28業績指引 ARR增長目標24.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664846823","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664846823?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 14:36","pubTimestamp":1788503784,"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","QTOC","AGIX","CHAT","ARR","REM","BK4110","AIPO","VTHR","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664230888","title":"港股異動 | MINIMAX-W(00100)早盤升逾6% 商業化進程明顯加速 8月ARR已突破8億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664230888","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664230888?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 11:13","pubTimestamp":1788405214,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，MINIMAX-W早盘涨超6%。截至发稿，涨3.91%，报356.0港元，成交额25.76亿港元。消息面上，MiniMax商业化进程明显加速，2026年上半年实现收入约1.17亿美元，同比增长283.1%，其中二季度收入环比增长81.8%；进入三季度后增长进一步提速，7月Token消耗量已达到1月的20倍，8月ARR突破8亿美元。东方证券发布研报称，我们判断ARR高增主要系6月初发布的文本模型M3系列+小部分由7月底发布的多模态视频生成H3贡献。","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/1491360.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":["MORT","BK4585","ARR","BK4588","BK1117","BK4110","REM","VXUS","KCAI","00100"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664934823","title":"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","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":"sg","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":["MORT","00100","ARR","BK1117","REM","BK4110"],"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 AI浪潮催生出萬億美元機遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2664891115","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664891115?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 14:55","pubTimestamp":1788332144,"startTime":"0","endTime":"0","summary":"在2026财年第四季度，下一代安全业务年度经常性营收数据增长63%至91亿美元，单季净新增额接近10亿美元、同比接近翻倍。Palo Alto已升至SASE市场第二位，并计划在未来五至七年成为市场领导者。Idira在2026财年的备考收入为12.6亿美元，同比增长21%;双方共同创造超过400条销售线索，并从Palo Alto现有客户群中获得超过200个新增客户。","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/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":["CHAT","AGIX","MORT","REM","ARTY","BK4110","VTHR","QTOC","ARR","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":"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://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","BK4110","REM","EPAI","LRNZ","GPTZ","MORT","WISE","PRTO"],"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 美元。","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/1490701.html","is_publish_highlight":false,"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":["REM","BK4585","ARR","BK4097","BK4613","BK4110","MORT","BK4607","BK4588","GTLB"],"isVideo":false,"video":null,"gpt_icon":0},{"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":"fut","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":["BK6520","BK1117","REM","02513","LU0593848301.USD","BK6100","BK4110","MORT"],"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":"other","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":["REM","ARR","BK4110","BK1117","MORT","00100"],"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 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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":"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/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":["ARR","MORT","BK4110","BK1117","00100","REM"],"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":["BK1117","BK4588","00100","VXUS","MORT","KCAI","BK4585","ARR","BK4110","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 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