房地产按揭贷款ETF-iShares(REM)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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REM 房地产按揭贷款ETF-iShares

休市中 09-11 16:00:00 EDT

20.79

-0.09

-0.43%

盘后20.79

+0.000.00%

19:30 EDT

最高21.08	最低20.77	成交量43.11万
今开21.03	昨收20.88	日振幅1.48%
总市值5.17亿	流通市值5.17亿	总股本2,485万
成交额898.62万	换手率1.73%	流通股本2,485万
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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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":["BK4110","MORT","ARR","REM"],"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://www.laohunote.com/m/news/2666490511?lang=zh_cn&edition=full","pubTime":"2026-09-11 07:39","pubTimestamp":1789083543,"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","CHAT","QTOC","VTHR","AIPO","ARR","AGIX","BK4110","MORT","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666197265","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2666197265","media":"华尔街见闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666197265?lang=zh_cn&edition=full","pubTime":"2026-09-11 07:09","pubTimestamp":1789081763,"startTime":"0","endTime":"0","summary":"SpaceX CFO 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":"6e7a4338b1034ad785d5025385d8625c","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":["LU2290526834.HKD","WARP","WSPC","LU2360107168.USD","SPCX","LOFF","WDAI","ELOL","WISE","LOFD","XOVR","LU1861558580.USD","ORBX","SPCH","SSPC","BK4110","SNK","SPAL","LU1861559042.SGD","SPCM","MARS","SPAX","BK4615","SPCQ","LU1861220033.SGD","MORT","DSPC","UFO","SPCF","SPCG","LU1861215975.USD","REM","SPCU","XOVL","YSPC","BK4089"],"isVideo":false,"video":null,"gpt_icon":1},{"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://www.laohunote.com/m/news/2665369869?lang=zh_cn&edition=full","pubTime":"2026-09-06 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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://www.laohunote.com/m/news/2664846823?lang=zh_cn&edition=full","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":["MORT","CHAT","REM","VTHR","AGIX","QTOC","ARR","AIPO","BK4110","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664775331","title":"深度丨Fireworks估值175亿美金，ARR破10亿，CEO乔琳：AI应用的护城河正在消失，未来只属于“拥有自己智能”的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2664775331","media":"创业邦","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664775331?lang=zh_cn&edition=full","pubTime":"2026-09-04 14:00","pubTimestamp":1788501600,"startTime":"0","endTime":"0","summary":"2026年7月，Fireworks完成15.05亿美元D轮融资，公司估值达到175亿美元，并宣布年化收入运行率突破10亿美元，每日服务超过40万亿Tokens；其中超过95%的Tokens来自基于客户专有数据、针对特定任务进行专业化优化的模型。而就在不到一年之前，2025年10月，Fireworks刚完成2.5亿美元C轮融资，估值达到40亿美元。Fireworks的成长路径，本身也折射出了AI基础设施正在发生的变化。我是琳，Fireworks的CEO和联合创始人。","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=MjM5OTAzMjc4MA==&mid=2650889292&idx=1&sn=a6a3e155d84722e04bca9c166a06ecf2&chksm=bcd35b955b606adfc3d1c915790bee108d3d670b10334b61efc64970c21ffedd384231b9b3bb&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":["BK4588","ARR","REM","BK4585","MOTE","BK4110","MORT","AIQ"],"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://www.laohunote.com/m/news/2664230888?lang=zh_cn&edition=full","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":["KCAI","BK4110","00100","BK1117","BK4585","REM","MORT","VXUS","ARR","BK4588"],"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://www.laohunote.com/m/news/2664891115?lang=zh_cn&edition=full","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":"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/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":["BK4110","ARR","CHAT","ARTY","REM","MORT","QTOC","VTHR","AIPO","AGIX"],"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://www.laohunote.com/m/news/2664860017?lang=zh_cn&edition=full","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":"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://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":["EPAI","MORT","WISE","LRNZ","PRTO","ARR","GPTZ","REM","BK4110"],"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://www.laohunote.com/m/news/2664586233?lang=zh_cn&edition=full","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":["BK4097","ARR","MORT","GTLB","REM","BK4613","BK4110","BK4585","BK4588","BK4607"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664740887","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2664740887","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664740887?lang=zh_cn&edition=full","pubTime":"2026-09-01 14:08","pubTimestamp":1788242928,"startTime":"0","endTime":"0","summary":"智谱在业绩会和分析师call 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":["BK1117","REM","02513","BK6520","BK4110","BK6100","LU0593848301.USD","MORT"],"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://www.laohunote.com/m/news/2664882513?lang=zh_cn&edition=full","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","00100","MORT","BK4110","REM"],"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://www.laohunote.com/m/news/2663084810?lang=zh_cn&edition=full","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":"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/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":["02513","ARR","BK4110","LU0593848301.USD","MORT","BK1117","REM"],"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://www.laohunote.com/m/news/2663024205?lang=zh_cn&edition=full","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":"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/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":["BK1117","ARR","MORT","REM","BK4110","00100"],"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://www.laohunote.com/m/news/2663021958?lang=zh_cn&edition=full","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":"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/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":["MORT","BK1117","BK4588","KCAI","ARR","BK4110","REM","00100","VXUS","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662582050","title":"分析： AI 基建需求长于互联网，广义编程仍驱动 ARR","url":"https://stock-news.laohu8.com/highlight/detail?id=2662582050","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662582050?lang=zh_cn&edition=full","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":["CHAT","159792","AGIX","160636","MORT","REM","ARTY","BK4110","VTHR","QTOC","ARR","AIPO"],"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://www.laohunote.com/m/news/2662588840?lang=zh_cn&edition=full","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":"us","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":["BK4585","LU0082770016.USD","BK1095","LU0082770016.SGD","BK1612","LU2045819591.USD","LU2125910500.SGD","KCAI","BK1609","BK1613","LU0164939612.USD","VXUS","LU0620787316.HKD","BK4588","BK1618","LU2125910849.SGD","MORT","01357","REM","BK4110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662299007","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2662299007","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662299007?lang=zh_cn&edition=full","pubTime":"2026-08-27 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