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VanEck Mortgage REIT Income ETF

7.69

-0.0300-0.39%

盘后：7.760.0664+0.86%19:54 EDT

成交量：160.79万

成交额：1,231.23万

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

净ARR高增超40%、总预订量创历史新高！GitLab (GTLB.US)Q2业绩强劲暴击预期，盘后狂飙超16%

Meta收购Manus交易已撤销，创始团队恢复实控权

《财经》杂志

智谱电话会：ARR年底指引24亿美元，坦言落后Anthropic 17个月，API提价101%后调用量仍增40倍

华尔街见闻

MINIMAX-W（00100）涨6.7% 机构指模型迭代将进一步推动公司ARR增速

智谱(02513)MaaS ARR已达16亿美元，1个月增长60%

W午后涨超8% 华泰证券维持“买入”评级

港股异动 | MINIMAX-W(00100)午前涨超9% 8月ARR突破8亿美元 M3 pro有望于9-10月推出

传DeepSeek寻求新一轮融资计划筹集74亿美元

分析： AI 基建需求长于互联网，广义编程仍驱动 ARR

港股异动 | 美图公司早盘涨超10%，上半年纯利增近四成，生产力应用ARR超6亿

港股异动 | MINIMAX-W(00100)高开近5% 上半年收入已超去年全年 8月ARR突破8亿美元

智通财经网

MiniMax2026年中期业绩会：加快M与H系列模型的研发及发布周期

MiniMax ARR暴涨500%，token暴涨2000%！这就是Agent红利吧

美图公司首席产品官陈剑毅：两新品ARR均突破50万美元

MiniMax：从ARR结构看 To B业务占比已达到约80%

MiniMax8月年度经常性收入超过8亿美元

MiniMax 7月Token消耗量飙至年初20倍 8月ARR冲破8亿美元

Sculptor Capital披露对NCC Group持股5.41%

蝴蝶再振翅：Manus恢复独立通用Agent赛道告别“野蛮生长”

业绩暴雷后紧急“灭火”，OpenAI CFO全员会表态：Q3 ARR已增35%，2027年或更早上市

华尔街见闻

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(GTLB.US)Q2业绩强劲暴击预期，盘后狂飙超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_cn&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 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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, 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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":["BK4110","02513","BK6100","MORT","BK1117","LU0593848301.USD","BK6520","REM"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2664882513","title":"MINIMAX-W（00100）涨6.7% 机构指模型迭代将进一步推动公司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_cn&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":"nz","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":["BK1117","ARR","MORT","00100","REM","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663084810","title":"智谱(02513)MaaS ARR已达16亿美元，1个月增长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_cn&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":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/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":["ARR","REM","02513","LU0593848301.USD","BK4110","MORT","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663024205","title":"W午后涨超8% 华泰证券维持“买入”评级","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_cn&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":"sg","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":["00100","BK1117","BK4110","ARR","REM","MORT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663021958","title":"港股异动 | MINIMAX-W(00100)午前涨超9% 8月ARR突破8亿美元 M3 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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":"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/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":["REM","BK4585","VXUS","00100","BK4588","ARR","BK1117","KCAI","MORT","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662305962","title":"传DeepSeek寻求新一轮融资 计划筹集74亿美元","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_cn&edition=fundamental","pubTime":"2026-08-28 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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_cn&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":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/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":["BK4110","ARR","AGIX","MORT","AIPO","159792","QTOC","CHAT","VTHR","REM","ARTY","160636"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662588840","title":"港股异动 | 美图公司早盘涨超10%，上半年纯利增近四成，生产力应用ARR超6亿","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_cn&edition=fundamental","pubTime":"2026-08-28 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| MINIMAX-W(00100)高开近5% 上半年收入已超去年全年 8月ARR突破8亿美元","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_cn&edition=fundamental","pubTime":"2026-08-27 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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":"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://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":["MORT","REM","ARR","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662175597","title":"美图公司首席产品官陈剑毅：两新品ARR均突破50万美元","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_cn&edition=fundamental","pubTime":"2026-08-26 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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_cn&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":["ARR","REM","BK4110","IPOS","MORT"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":6,"pageCount":3,"totalSize":108,"code":"91000000","status":"200"}]}}