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房地产按揭贷款ETF-iShares

17.27

-0.1100-0.63%

盘后：17.23-0.0400-0.23%19:59 EDT

成交量：138.07万

成交额：2,383.31万

市值：4.52亿

市盈率：- -

高：17.64

开：17.50

低：17.04

收：17.38

52周最高：24.05

52周最低：17.04

股本：2,615.00万

流通股本：2,615.00万

量比：0.83

换手率：5.28%

股息：1.98

股息率：11.47%

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

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

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

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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 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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 ARR持续爬升及毛利率有望改善 维持“买入”评级","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_cn&edition=fundamental","pubTime":"2026-09-10 15:02","pubTimestamp":1789023728,"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":["LU1804176565.USD","LU2237443549.SGD","IE0004086264.USD","LU2237443465.HKD","IE0034235188.USD","LU1668664300.SGD","LU1894683348.USD","LU2237438978.USD","LU2237443622.USD","IE00BSNM7G36.USD","LU2237443978.SGD","LU0942090050.USD","IE00BFXG1179.USD","IE0004091025.USD","LU0868494708.USD","LU0251142724.SGD","LU1144417596.USD","IE00B19Z3B42.SGD","LU0210536198.USD","LU1868837300.USD","LU0048573561.USD","LU0345770993.USD","GSX","LU2471134796.USD","LU1868836757.USD","LU2750360641.GBP","LU1868836591.USD","LU0742534661.SGD","LU2471134523.USD","LU0251131958.USD","LU1868837136.USD","BK4588","IE00B19Z3581.USD","BK4533","LU0345770308.USD","LU2237443895.HKD","LU0106831901.USD","REM","BK4516","LU1894683264.USD","LU2471134879.HKD","BK4504","ARR","LU1868836914.USD","BK4552","LU2471134952.CNY","MORT","LU2265009873.SGD","LU2237443382.USD","IE0002270589.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665369869","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2665369869","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665369869?lang=zh_cn&edition=fundamental","pubTime":"2026-09-06 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":["LU2487616109.SGD","LU0225283273.USD","LU2028103732.USD","BK4581","LU1720051017.SGD","00100","LU0106261372.USD","LU0912757837.SGD","02513","LU1988902786.USD","IE00B775SV38.USD","IE00BKVL7J92.USD","LU0158827948.USD","BK4110","REM","LU1548497426.USD","LU1791710582.SGD","IE00BZ1G4Q59.USD","LU2023251221.USD","LU1206782309.USD","LU1244550577.SGD","IAI","LU1732799900.SGD","BK4585","LU0006306889.USD","LU0971096721.USD","BK4504","LU2264538146.SGD","ARR","LU0528227936.USD","LU1791710400.SGD","KBWB","LU1162221912.USD","LU0593848301.USD","LU1668664300.SGD","LU1720051108.HKD","MORT","LU1074936037.SGD","BK4534","LU1244550494.USD","LU0106831901.USD","LU0098860793.USD","LU0314104364.USD","LU0320765646.SGD","LU2133065610.SGD","BK4127","LU0795875086.SGD","LU0795875169.SGD","LU0234570918.USD","LU0053666078.USD"],"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大会发布炸裂FY28业绩指引 ARR增长目标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_cn&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":["AIPO","REM","MORT","CHAT","ARR","BK4110","QTOC","ARTY","VTHR","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664230888","title":"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","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_cn&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":["BK4588","REM","BK4585","BK4110","VXUS","ARR","BK1117","MORT","KCAI","00100"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664934823","title":"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","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。 ","market":"nz","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","WISE","LRNZ","REM","BK4110","MORT","PRTO","GPTZ","EPAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664586233","title":"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%","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 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/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":["BK4588","ARR","BK4613","BK4585","GTLB","BK4097","BK4607","MORT","REM","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664485999","title":"Meta收购Manus交易已撤销，创始团队恢复实控权","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_cn&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, 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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":"sg","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","REM","MORT","BK4110","BK1117","ARR"],"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 pro有望于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_cn&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":"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}],"pageSize":20,"totalPage":5,"pageCount":2,"totalSize":100,"code":"91000000","status":"200"}]}}