美股详情

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VanEck Mortgage REIT Income ETF

7.69

-0.0300-0.39%

盘后：7.760.0664+0.86%19:30 EDT

成交量：160.78万

成交额：1,231.20万

市值：3.11亿

市盈率：- -

高：7.84

开：7.79

低：7.58

收：7.72

52周最高：11.44

52周最低：7.58

股本：4,040.00万

流通股本：4,040.00万

量比：0.80

换手率：3.98%

股息：1.43

股息率：18.58%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

智谱分析师交流会：年末ARR指引上调25%至30亿美元，云厂商分成收入10月起确认

华尔街见闻

智谱年末ARR指引上调25%至30亿美元

港股异动 | 智谱(02513)午后涨超12% 机构看好其GLM系列模型能力迭代及ARR增长

美国房贷利率逼近7% 楼市复苏预期受挫

环球市场播报

飞书：2026 年上半年ARR增速达到去年同期的2.5倍

飞书发布“豆包工作伙伴”，梁汝波现身发布现场

凤凰网科技

Rithm Capital携手Greenbarn Investment Group与Farmviewventures完成弗吉尼亚州阿灵顿Wilson大道4075号物业交易，成交金额达5625万美元

巨头喊减速：谁挨刀，谁捡漏？

智谱两月募700亿引众怒？前次配售价腰斩后仍伸手劲敌环伺ARR可持续性存疑

SpaceX（SPCX）涨超1% CFO看好年底达成千亿ARR目标

ARR 3亿美元的Kimi，为什么还在追着投资人要钱？

Adobe(ADBE.US)业绩喜忧参半：Q3月活用户破10亿、AI产品ARR增150%，Q4指引略逊于预期

SpaceX再签AI算力大单、CFO称年底ARR有望冲千亿美元，明年首发太空算力卫星

华尔街见闻

高盛：MiniMax-W ARR持续爬升及毛利率有望改善维持“买入”评级

大摩闭门会：MiniMax（00100）、智谱（02513）ARR双双狂奔，模型竞争将进入分层淘汰赛

智通财经网

AI安全王者CrowdStrike(CRWD.US)加速狂奔！Fal.Con 2026大会发布炸裂FY28业绩指引 ARR增长目标24.6%

港股异动 | MINIMAX-W(00100)早盘涨超6% 商业化进程明显加速 8月ARR已突破8亿美元

MINIMAX-W（00100）涨近6% 机构指后续模型发布有望进一步带动ARR增长

Palo Alto(PANW.US)Q4电话会：AI安全ARR猛增63% 智能体流量九个月暴增9倍 AI浪潮催生出万亿美元机遇

中国开源大模型核心 ARR 约 60-80 亿美元

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楼市复苏预期受挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2667471696","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667471696?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 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年上半年ARR增速达到去年同期的2.5倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2667196611","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667196611?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 14:35","pubTimestamp":1789454148,"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","ARR","BK4110","REM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667613274","title":"飞书发布“豆包工作伙伴”，梁汝波现身发布现场","url":"https://stock-news.laohu8.com/highlight/detail?id=2667613274","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667613274?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 11:50","pubTimestamp":1789444257,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 9月15日，凤凰网科技获悉，飞书发布 8.0 版本，称“为适配 Agent 系统性重构”，并同步发布了智能体产品“豆包工作伙伴”。当天的开场环节，飞书CEO谢欣做了简短介绍后，字节跳动联合创始人兼CEO梁汝波突然亮相。他在现场晒出了自己的朋友圈，内容发布在2019年，称飞书是他“憋的最长时间的产品”，字节跳动过去做ToC产品从立项到发布一般是3个月，而飞书用了3年。其中，超九成新增客户同步采购了飞书 AI 产品。","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://tech.ifeng.com/c/8wR85oyvY2w","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":"fenghuang_stock","symbols":["REM","ARR","MORT","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1139409506","title":"Rithm Capital携手Greenbarn Investment Group与Farmviewventures完成弗吉尼亚州阿灵顿Wilson大道4075号物业交易，成交金额达5625万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1139409506","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139409506?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 05:31","pubTimestamp":1789421471,"startTime":"0","endTime":"0","summary":"Rithm Capital、Greenbarn Investment Group及Farmviewventures联合宣布，位于弗吉尼亚州阿灵顿的Wilson大道4075号物业已成功售出，总成交价高达5625万美元。阿灵顿作为大华府地区的核心枢纽之一，其地产项目向来备受投资者关注，而此次以数千万美元级别落槌的交易，无疑为该区域的市场活力再添一抹亮色。从宣布的信息来看，这笔交易的顺利完成，或将为各方带来可观的资金回笼与战略调整空间。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4110","REM","CRDT","RITM","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667693119","title":"巨头喊减速：谁挨刀，谁捡漏？","url":"https://stock-news.laohu8.com/highlight/detail?id=2667693119","media":"虎嗅APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667693119?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 21:36","pubTimestamp":1789392960,"startTime":"0","endTime":"0","summary":"没想到，三家巨头OpenAI、Anthropic、xAI，罕见地在此问题上达成一致立场。这家估值达8520亿美元、被称为“史上最受期待IPO”的行业巨头，主动推迟了上市进程。嘴上喊放缓，身体很诚实。而这次三巨头的表态，影响的就是信仰层。谁挨刀，谁捡漏落到具体板块，冲击是明显分层的。然而，危中有机，真正有望“捡漏”并迎来价值重估的受益方向，是网络安全。整体来看，AI安全布局领先的公司业绩有明显改善。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656203899&idx=2&sn=7557e8f2209044fa4c79cd245b2d2a71&chksm=67a980c090f6f931471b978f87986d4085e842946b4ad77620f4b2c3279bc40abf1a7d5f3e28&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":["FDFF","UCYB","VGT","PSWD","IPOS","INVN","ANEW","FWD","SKYY","EIS","PSCT","QTOC","CHAT","GSFP","MORT","VTHR","XT","AIPO","BUG","IHAK","USMD","FDIF","WCBR","BK4585","CRWL","CRTC","TEK","BCTK","NSI","TEKY","CRWC","DRES","FITE","KOMP","REGS","ARTY","BPAY","HAKY","LOUP","TEKX","BK4588","AGIX","DXYZ","NBDS","SPAM","CIBR","ARR","BK4110","MVPS","REM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667312346","title":"智谱两月募700亿引众怒？前次配售价腰斩后仍伸手 劲敌环伺ARR可持续性存疑","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_cn&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":"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/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":["LU0593848301.USD","02513","MORT","LU1206782309.USD","ARR","BK4110","BK1117","REM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666433540","title":"SpaceX（SPCX）涨超1% CFO看好年底达成千亿ARR目标","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_cn&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":null,"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":["LU1894683348.USD","LU0345770308.USD","MARS","LU0106831901.USD","LU1668664300.SGD","LOFF","IE0004091025.USD","SPCG","WSPC","SPCF","XOVL","LU1144417596.USD","SPCX","REM","WARP","LU1861558580.USD","DXYZ","LU1868837136.USD","LU2237443978.SGD","MORT","LU2750360997.AUD","LU2471134523.USD","LU2471134952.CNY","ORBX","SPCU","LU1868836591.USD","SNK","SPAL","SPAX","XOVR","SSPC","UFO","LU0345770993.USD","SPCH","BK4089","GSX","YSPC","SPCQ","BK4110","LOFD","LU0096364046.USD","LU2237443382.USD","LU1868837300.USD","BK4550","ELOL","LU0942090050.USD","SPCM","ARR","DSPC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666548029","title":"ARR 3亿美元的Kimi，为什么还在追着投资人要钱？","url":"https://stock-news.laohu8.com/highlight/detail?id=2666548029","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666548029?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 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":["REM","MORT","BK4110","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666490511","title":"Adobe(ADBE.US)业绩喜忧参半：Q3月活用户破10亿、AI产品ARR增150%，Q4指引略逊于预期","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_cn&edition=fundamental","pubTime":"2026-09-11 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Johnsen称，新订单自12月每月创收11亿美元；预计本月进行的Starship下次飞行将首次产生收入；SpaceX计划明年发射首批轨道计算卫星；预计今年年底地面算力部署规模将超过2GW，明年进一步扩大至5GW至10GW；明年陆续发射下一代直连手机卫星，目标2028年上半年启动服务，升级至“完整5G质量”的服务。","market":"fut","thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"92a7f5f4aa264c2793397c9dc1d602d4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781536","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2360107168.USD","SPAL","SPCH","MARS","YSPC","DSPC","SSPC","LU1861220033.SGD","SPCU","LU1861215975.USD","SPCG","WISE","SPCM","ORBX","XOVL","SPCF","BK4615","SPCQ","ELOL","WSPC","REM","WARP","LOFD","LU1861559042.SGD","MORT","LU1861558580.USD","LOFF","BK4089","BK4110","LU2290526834.HKD","SPAX","WDAI","SNK","XOVR","SPCX","UFO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2666568735","title":"高盛：MiniMax-W 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机构指后续模型发布有望进一步带动ARR增长","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_cn&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":"fut","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":["ARR","BK4110","00100","REM","BK1117","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664891115","title":"Palo Alto(PANW.US)Q4电话会：AI安全ARR猛增63% 智能体流量九个月暴增9倍 AI浪潮催生出万亿美元机遇","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_cn&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":"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/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":["AIPO","CHAT","REM","VTHR","QTOC","ARR","ARTY","MORT","AGIX","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664860017","title":"中国开源大模型核心 ARR 约 60-80 亿美元","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_cn&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。 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