美股詳情

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ARMOUR住宅房地產公司

14.97

-0.0800-0.53%

成交量：196.49萬

成交額：2,959.51萬

市值：21.19億

市盈率：4.18

高：15.22

開：15.10

低：14.97

收：15.05

52周最高：19.31

52周最低：13.98

股本：1.42億

流通股本：1.42億

量比：0.71

換手率：1.39%

股息：2.88

股息率：19.24%

每股收益(TTM):3.58

每股收益(LYR):3.30

淨資產收益率：20.33%

總資產收益率：2.21%

市淨率：0.82

市盈率(LYR):4.54

資料載入中...

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MINIMAX-W(00100)下跌5.77% 機構指市場對其ARR增長預期過於保守

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12:41","pubTimestamp":1778647277,"startTime":"0","endTime":"0","summary":"据有关报道显示，阶跃星辰将会在近期完成25亿美元的新一轮融资。前有智谱和Minimax成功登陆刚交搜，后有月之暗面、阶跃星辰和深度思考被传出有融资的消息，国内市场上的大模型赛道的融资竞速正在进入到一个全新的阶段。写在最后当月之暗面，阶跃星辰先后传出新一轮融资的消息，我们看到的是，整个大模型赛道的竞争正在进入到一个全新的发展阶段。","market":"hk","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/1778288407856454395","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":["AIYY","ARR","BK4023","AIPO","AGIX","BK4110","BK4587","BK4588","BK4585","CHAT","AI","BK4551","BK4543","BK4528","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634298946","title":"ARR季度按月暴漲300%  迅策(03317)Token付費模式開啓AI商業化新範式","url":"https://stock-news.laohu8.com/highlight/detail?id=2634298946","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634298946?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 15:14","pubTimestamp":1778570071,"startTime":"0","endTime":"0","summary":"一场关于AI商业化路径的真实蜕变，正在“Token第一股”迅策身上悄然发生。进入2026年4月，迅策Token调用ARR季度环比暴涨300%，Token付费收入占比突破5%，全年目标为提升至20%-30%区间。公司管理层预计，随着AI 推理需求的爆发，未来两到三年内，Token 付费模式将逐步成为公司收入结构的组成部分，占比有望显著提升。目前，迅策的垂类Token定价已达10至100美元/百万Token，是Anthropic同类产品的十倍以上。迅策的Token付费模式升级，正是这一特征的微观映射。","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/1440629.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["CHAT","ARTY","03317","BK1155","AGIX","ARR","BK4110","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634771474","title":"港股異動 | 美圖公司(01357)再升逾5% 首季影像與設計收入增速強勁 3月AI生產力應用ARR為5.8億","url":"https://stock-news.laohu8.com/highlight/detail?id=2634771474","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634771474?lang=zh_tw&edition=fundamental","pubTime":"2026-05-11 14:16","pubTimestamp":1778480182,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美图公司再涨超5%，近4个交易日股价累涨超三成。消息面上，美图公司近日公布，截至2026年3月，付费订阅用户数超过1790万，同比增长30.2%。今年一季度，集团核心业务影像与设计产品的收入保持强劲增速，同比增长34.3%至人民币8.52亿元。截至2026年3月，AI生产力应用ARR约为人民币5.8亿元，同比增长56.2%。华创证券表示，本次公告未披露完整利润表，但经营数据已明确验证影像与设计业务的增长质量和AI商业化效率。","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/1440090.html","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":"stock_zhitongcaijing","symbols":["CHAT","ARTY","BK1095","LU2045819591.USD","BK4110","LU0164939612.USD","ARR","LU2125910500.SGD","BK1613","LU0082770016.SGD","LU0082770016.USD","AGIX","BK1612","LU2125910849.SGD","LU0620787316.HKD","VXUS","AIPO","BK4585","BK4588","BK1609","01357","BK1618"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634940034","title":"瞄準萬億美元估值！Anthropic連籤兩大算力大單","url":"https://stock-news.laohu8.com/highlight/detail?id=2634940034","media":"格隆汇","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634940034?lang=zh_tw&edition=fundamental","pubTime":"2026-05-09 14:25","pubTimestamp":1778307943,"startTime":"0","endTime":"0","summary":"构建算力护城河","market":"fut","thumbnail":"https://img3.gelonghui.com/99f94-46cbb3c6-2e75-4a15-919b-314bb050160f.jpg?guru_height=2635&guru_width=4000&guru_size=722552","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/99f94-46cbb3c6-2e75-4a15-919b-314bb050160f.jpg?guru_height=2635&guru_width=4000&guru_size=722552"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4690814","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":"gelonghui_highlight","symbols":["BK4110","AMZN","DXYZ","TSLA","MAGY","META","AAPL","MSFT","ARR","UFO","BULZ","YMAG","XOVR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634463039","title":"大模型24小時融資狂潮：Kimi、階躍星辰豪攬45億美金，百模大戰下估值劇烈分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2634463039","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634463039?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 23:34","pubTimestamp":1778254490,"startTime":"0","endTime":"0","summary":"5月8日，国产大模型赛道的资本热潮再添一把火。据消息人士向《每日经济新闻》记者透露，“AI六小虎”成员阶跃星辰将完成近25亿美元融资。与此同时，公司已完成股份制改造，红筹架构拆除工作落地收尾，港股IPO冲刺按下快进键，剑指“国产大模型第三股”。这一融资时间点颇为微妙。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605083731892296.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/202605083731892296.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":"stock_eastmoney","symbols":["02513","IPOS","AIYY","ARR","BK4585","BK4551","BK4023","BK4587","BK4110","CHAT","AI","AGIX","BK4528","ARTY","BK4543","BK4588","AIPO","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633482458","title":"Anthropic更上一層樓！傳今夏擬籌資500億美元 估值逼近萬億美元反超OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2633482458","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633482458?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 14:46","pubTimestamp":1778222785,"startTime":"0","endTime":"0","summary":"据报道，Anthropic正考虑于今夏筹集数百亿美元，以大幅扩展计算能力，届时其估值将接近1万亿美元，超越OpenAI——该公司在今年3月刚以8520亿美元估值完成创纪录的1220亿美元融资。三位知情人士称，Anthropic有望通过本轮融资筹集高达500亿美元的资金。2026年初企业支出数据显示，在首次采购AI工具的企业中，Anthropic已占据73%的份额，市场份额反超OpenAI。作为Anthropic的主要竞争对手，OpenAI同样计划在2026年下半年启动IPO。其次，Anthropic独特的治理结构可能引发投资者担忧。","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/1439464.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":"stock_zhitongcaijing","symbols":["BK4122","USJW.SI","META","WTAI","LU1267930730.SGD","LU0861579265.USD","ARTY","ARR","IE0034235303.USD","CHAT","IE00B19Z8W00.USD","IE00B19Z9505.USD","LU2237443978.SGD","LU1880398554.USD","IPO","AMZN","USAW.SI","LU0683600562.USD","LU2420271590.USD","AMZD","AMZU","LU0345768740.USD","LU2462591350.SGD","NVDA","MSFT","AGIX","YMAG","AZYY","AMZZ","IE00BKPKM429.USD","BULZ","SPCX","GOOG","LU1989764748.USD","LU2237443549.SGD","AMZW","IPOS","LU0061474960.USD","AMZP","LU0323591593.USD","LU2028103732.USD","LU0133085943.USD","LU1880398471.USD","MAGY","SG9999015945.SGD","AMZY","PBC","TSLA","AAPL","LU0276348264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633102062","title":"港股異動 | 迅策(03317)盤中升逾6%  高價值場景Token獲市場認可 ARR季度按月暴漲300%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633102062","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633102062?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 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首次披露Al生產力應用ARR為5.8億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2633102517","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633102517?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 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19:33","pubTimestamp":1778153627,"startTime":"0","endTime":"0","summary":"AI芯片全线狂飙","market":"fut","thumbnail":"https://img3.gelonghui.com/21a86-27234721-e8bd-4b96-806a-936194be9ce1.jpg?guru_height=3264&guru_width=5824&guru_size=1365852","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/21a86-27234721-e8bd-4b96-806a-936194be9ce1.jpg?guru_height=3264&guru_width=5824&guru_size=1365852"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4659182","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":"gelonghui_highlight","symbols":["06809","SMHX","SOXX","09903","ARTY","SOXQ","NVII","06082","NVDX","AIPO","AMD","AMDD","SOXS","SOXL","01347","SNVD.UK","NVDU","PSI","SOXY","NVDB","DAMD","NVD3.UK","NVDD","FTXL","CHPS","NVDA","AMDS","ARR","GLW","AMDW","03317","NVDS","USD","AGIX","NVDG","TEKX","VGT","01024","CHPY","NVDY","SMH","AIYY","SSG","XSD","CHAT","02513","81024","AMDY","AMDG","AI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633902188","title":"Kimi月之暗面將完成20億美元新融資，投後估值突破200億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2633902188","media":"凤凰网科技","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633902188?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 17:04","pubTimestamp":1778058260,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 5月6日，Kimi 近期被曝即将完成新一轮规模达20亿美元的融资，其投后估值正式突破200亿美元大关。此次融资节奏极快，Kimi在2026年1与2月已连续完成三轮密集融资，金额分别为5 亿美元、7亿美元及7亿美元。目前，Kimi的累计融资总额已突破376亿元人民币，成为国内大模型创业公司中资金储备最为雄厚的企业。截至5月6日午间，MiniMax估值约2100亿元人民币，智谱约3470亿元人民币，Kimi在融资规模上已形成显著领先态势。","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/8suOvmUHcmq","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4110","ARR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633761529","title":"美圖公布一季度業務數據：全球付費用户數超1790萬，AI生產力應用ARR約5.8億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2633761529","media":"新浪科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633761529?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 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Agent能力逐步嵌入产品后，用户对AI功能的使用程度持续加深，带动整体需求及使用量的快速增长。","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://finance.sina.com.cn/tech/shenji/2026-05-06/doc-inhwxhnt6004209.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":["AGIX","ARTY","AIPO","BK4110","BK1612","LU2045819591.USD","CHAT","LU2125910500.SGD","LU2125910849.SGD","BK1095","BK1618","LU0082770016.USD","BK1613","ARR","BK1609","LU0620787316.HKD","LU0164939612.USD","LU0082770016.SGD","01357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632933399","title":"港股異動 | 「數據燃料供應商+計費樞紐」迅策(03317)午後升逾9%  Token調用ARR季度按月暴漲300%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632933399","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632933399?lang=zh_tw&edition=fundamental","pubTime":"2026-05-04 14:07","pubTimestamp":1777874866,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，迅策午后涨超9%，截至发稿，涨9.02%，报275.6港元，成交额2.08亿港元。2026年4月，迅策Token调用ARR季度环比暴涨300%，据公司管理层此前披露，Token付费模式目前收入占比约5%，目标在2026年底提升至20%-30%。Token调用收入正成为迅策全新的增长引擎。该行将迅策科技目标价定为351港元，维持“买入”评级。","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/1437794.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":["BK4110","VXUS","BK4588","BK1155","ARR","03317","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632981086","title":"高盛上調MiniMax評級至買入 稱收入穩健且股價回調帶來良好風險回報","url":"https://stock-news.laohu8.com/highlight/detail?id=2632981086","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632981086?lang=zh_tw&edition=fundamental","pubTime":"2026-05-04 09:13","pubTimestamp":1777857180,"startTime":"0","endTime":"0","summary":"高盛将MiniMax股票评级从中性上调至买入，目标价定为1000港元，主要是基于今年以来稳健的年度经常性收入趋势。　　基于一季度稳健的ARR趋势，将2026与2027年预期收入分别上调25%和11%；自3月高点以来40%的股价回调创造了有利的风险回报；过去一个月的股价回调归因于对模型竞争的担忧、在多模态SeeDance 2.0影响下对视频生成潜力的质疑，以及7月初IPO前/基石投资者六个月股份禁售期届满带来的技术性抛压。","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/usstock/c/2026-05-04/doc-inhwsuhr0163804.shtml","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":"sina","symbols":["BK4588","BK4127","GSX","LU0061475181.USD","LU1668664300.SGD","IE00B19Z3B42.SGD","IE00BFXG1179.USD","LU0106831901.USD","LU0251131958.USD","BK4110","BK4533","LU2237443622.USD","LU1894683264.USD","LU1804176565.USD","LU2237443549.SGD","LU2471134952.CNY","BK4550","LU0251142724.SGD","BK4516","LU2237443382.USD","ARR","LU2237438978.USD","LU2237443978.SGD","IE0002270589.USD","LU2471134879.HKD","LU0345770993.USD","LU2750360641.GBP","BK4504","LU2750360997.AUD","LU1791807156.HKD","LU2471134523.USD","IE0034235188.USD","LU1868837300.USD","LU2237443895.HKD","LU0048573561.USD","BK4552","LU1868836757.USD","LU1868836591.USD","IE00B19Z3581.USD","LU1868837136.USD","LU2471134796.USD","LU1868836914.USD","LU2265009873.SGD","LU0345770308.USD","LU2237443465.HKD","IE0004086264.USD","LU0742534661.SGD","IE0004091025.USD","LU0096364046.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630353700","title":"被「錯殺」的Token第一股迅策升逾6%，Token單價與ARR雙雙暴漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2630353700","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630353700?lang=zh_tw&edition=fundamental","pubTime":"2026-04-27 10:24","pubTimestamp":1777256684,"startTime":"0","endTime":"0","summary":"然而，在通用Token价格普降的背景下，市场对高价值场景Token的溢价却十分稳定。据悉，迅策垂类Token的调用价格已达到10-100美金/百万Token，是Anthropic的十倍以上，并根据专业的使用场景在持续增长。迅策输出的垂类专用Token，能够大幅削减企业无效Token消耗、提升业务运转效率，客户愿意为这种高确定性、高转化率的价值支付溢价。Token付费收入占比已突破5%，全年目标为提升至20%-30%。4月，迅策Token调用相关的年度经常性收入季度环比暴涨300%。","market":"hk","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://hk.jrj.com.cn/2026/04/27102456901164.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":"jinrongjie_stock","symbols":["BK1155","ARR","03317","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630337124","title":"迅策（03317）季度ARR按月暴漲300%，打開千億美金市值想象空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2630337124","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630337124?lang=zh_tw&edition=fundamental","pubTime":"2026-04-27 08:39","pubTimestamp":1777250355,"startTime":"0","endTime":"0","summary":"被“误伤”的迅策科技，回调即是长期布局良机。而迅策科技股价的波动则由市场扰动以及信息误读两个层面共同导致。自主可控则为成本的持续下降打开空间。IDC预计，到2030年全球活跃AI Agent数量将突破20亿，未来这些7x24小时运行的智能体将消耗天量Token。摩根大通预测，到2030年，国内AI推理Token消耗量将增长至3900千万亿，较2025年跃升370倍。在2026年4月，其Token调用相关的年度经常性收入季度环比暴涨300%。公司目标在2026年将Token收入占比提升至20%-30%。","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/1434149.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":["03317","ARR","BK4110","BK1155"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630379353","title":"ARR季度按月飆升300%，迅策科技迎戴維斯雙擊","url":"https://stock-news.laohu8.com/highlight/detail?id=2630379353","media":"新浪证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630379353?lang=zh_tw&edition=fundamental","pubTime":"2026-04-27 08:30","pubTimestamp":1777249800,"startTime":"0","endTime":"0","summary":"DeepSeek V4开源，模型层再掀降本潮。但真正的产业变局藏在后半句：调用越频繁，垂类Token的稀缺价值就越突出。　　当顶级开源模型变得触手可及，竞争核心已悄然从“谁能炼出更好的模型”转向“谁能炼出更值钱的Token”。而迅策科技，正站在这个转折点的最前沿。当这一认知修正在市场层面完成，迅策将同时迎来业绩兑现和估值重塑——这正是戴维斯双击的经典触发条件。","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/enterprise/hk/2026-04-27/doc-inhvvuya9776409.shtml","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":"sina","symbols":["03317","ARR","BK1155","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630004818","title":"DeepSeek V4開源引爆Token新浪潮 迅策(03317)ARR季度暴漲300%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2630004818","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630004818?lang=zh_tw&edition=fundamental","pubTime":"2026-04-26 07:38","pubTimestamp":1777160327,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，4月24日，DeepSeek V4开源消息一出，引爆港股Token新浪潮。DeepSeek V4释放的核心信号是——大模型供给不再稀缺。这正是迅策的主战场。因此，DeepSeek V4带来的是需求扩张而非替代效应，短期情绪波动导致误伤，长期逻辑却更清晰：迅策的专用Token，反而是这场浪潮中最大的受益者。进入2026年4月，迅策Token调用相关的年度经常性收入环比暴涨300%，Token付费收入占比已突破5%，全年目标为提升至20%-30%。Token经济正进入加速兑现阶段。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1433947.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":["03317","ARR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2629986003","title":"華商龍頭優勢混合近1年淨值增長率超143% 排名同類前1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629986003","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629986003?lang=zh_tw&edition=fundamental","pubTime":"2026-04-24 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機構指市場對其ARR增長預期過於保守","url":"https://stock-news.laohu8.com/highlight/detail?id=2629001450","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629001450?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 13:28","pubTimestamp":1776922099,"startTime":"0","endTime":"0","summary":"金吾财讯 | MINIMAX-W 早盘小幅震荡上涨后疾速下探，午后跌势持续，截至发稿，报874.50港元，下跌5.77%，成交额7.9亿港元。消息面上，摩根士丹利认为，市场对MINIMAX近期年度经常性收入增长的预期过于保守，其ARR增长潜力与同业持平甚至更强，多模态能力、全球布局及基础设施优势构成核心支撑，而市场目前的定价尚未充分反映这一现实。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979755","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","ARR","BK1117","BK4110"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":7,"totalSize":163,"code":"91000000","status":"200"}]}}