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
9.28
-0.0740
-0.79%
成交量：
59.87萬
成交額：
557.49萬
市值：
3.45億
市盈率：
- -
高：
9.41
開：
9.33
低：
9.25
收：
9.35
52周最高：
11.44
52周最低：
9.25
股本：
3,715.00萬
流通股本：
3,715.00萬
量比：
3.07
換手率：
1.61%
股息：
1.49
股息率：
16.01%
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
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
SemiAnalysis：Anthropic Q2 超 40% ARR 來自間接渠道
链捕手
·
08/19
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
智通财经
·
08/18
WorkBuddy、千問與豆包競逐，辦公Agent為何還不是一門大生意？
蓝鲸财经
·
08/17
美國房貸利率六周來首次小幅下降
智通财经
·
08/14
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
·
08/12
傳智譜ARR達20億美元，七月以來新增200萬API用户
智通财经
·
08/10
下一次次貸危機，不遠了？
虎嗅APP
·
08/10
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.atigrcrest.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":9.276,"timestamp":1789396870710,"preClose":9.35,"halted":0,"volume":598749,"delay":0,"changeRate":-0.00791443850267378,"floatShares":37150000,"shares":37150000,"eps":0,"marketStatus":"交易中","change":-0.074,"latestTime":"09-14 10:41:23 EDT","open":9.33,"high":9.405,"low":9.25,"amount":5574877.694124,"amplitude":0.016578,"askPrice":9.28,"askSize":8300,"bidPrice":9.27,"bidSize":6200,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1789416000000},"marketStatusCode":2,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":9.35,"sharesOutstanding":37700000,"nav":9.35407,"aum":347035938.25,"dividendRate":0.160144,"bidAskSpread":0.001068,"preHourTrading":{"tag":"盘前","latestPrice":9.33,"preClose":9.35,"latestTime":"09:29 EDT","volume":400,"amount":3732,"timestamp":1789392599999,"change":-0.02,"changeRate":-0.002139,"amplitude":0},"postHourTrading":{"tag":"盘后","latestPrice":9.35,"preClose":9.35,"latestTime":"19:30 EDT","volume":1680,"amount":15713.29,"timestamp":1789169408538,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":3.070448,"impliedVol":0.2086,"impliedVolPercentile":0.6414},"@#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":3.070448,"shares":37150000,"dividePrice":1.4855,"high":9.405,"amplitude":0.016578,"preClose":9.35,"low":9.25,"week52Low":9.25,"pbRate":"--","week52High":11.4401,"institutionHeld":0,"latestPrice":9.276,"committee":-0.144828,"eps":0,"divideRate":0.160144,"volume":598749,"delay":0,"ttmEps":0,"open":9.33,"prevYearClose":10.51,"prevWeekClose":9.35,"prevMonthClose":9.76,"prevQuarterClose":10.36,"fiveDayClose":9.81,"twentyDayClose":9.95,"sixtyDayClose":10.03},"@#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":"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":"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://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":["AGIX","ARR","CHAT","AIPO","VTHR","QTOC","ARTY","160636","BK4110","MORT","159792","REM"],"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":"sh","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":["BK4110","REM","LU0082770016.SGD","MORT","KCAI","01357","BK1618","LU0082770016.USD","BK1095","BK4588","BK1609","VXUS","BK1613","BK4585","BK1612","LU2045819591.USD","LU0620787316.HKD","LU2125910500.SGD","LU0164939612.USD","LU2125910849.SGD"],"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":"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/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":["BK4110","BK1117","KCAI","BK4585","MORT","REM","ARR","VXUS","00100","BK4588"],"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":"us","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":["BK4110","MORT","ARR","REM"],"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":["REM","BK4110","MORT","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662175597","title":"美圖公司首席產品官陳劍毅：兩新品ARR均突破50萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662175597","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662175597?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 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":["REM","BK4110","ARR","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":["BK4110","ARR","REM","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","BK4110","REM","ARR"],"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":["BK4110","ARR","REM","MORT"],"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":"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":["MORT","REM","CRDT","RITM","BK4110"],"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":"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/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":["VTHR","MORT","ARR","ARTY","AGIX","BK4110","QTOC","REM","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":"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":["IPOS","REM","MORT","ARR","BK4110"],"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":"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/2026-08-20/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","ARR","CHAT","ARTY","REM","MORT","QTOC","VTHR","AIPO","000001.SH","AGIX"],"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":"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/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":["REM","BK4110","ARR","MORT"],"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":"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/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":["MBS","MORT","RMBX","URE","BK4024","NRO","BK4582","LIV","HHH","JRE","HOMZ","XHOA","WOOD","REET","REK","PKB"],"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":"sh","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":["AIPO","CHAT","MORT","QTOC","BK4110","ARR","AGIX","ARTY","BK4207","VTHR","REM","BBVA"],"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":["LIV","HOMZ","BK4024","PKB","JRE","REK","RMBX","MORT","URE","XHOA","MBS","HHH","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":"nz","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":["BK4110","ARR","MORT","REM"],"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":["REM","ARR","BK4110","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":"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://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","AIPO","MORT","QTOC","ARR","BK4588","AGIX","FCLD","REM","BK1148","REET","ARTY","CHAT","09979","SPHQ","BK4110","VTHR"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":2,"totalSize":80,"code":"91000000","status":"200"}]}}