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如虎添翼123

如虎添翼123

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如虎添翼123

01-23

$特斯拉(TSLA)$ 无敌

如虎添翼123

01-15

ai应用不应该是机器人吗？真搞笑😄

AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...

如虎添翼123

2025-11-11

$甲骨文(ORCL)$ 补一个缺口，埋一帮人

如虎添翼123

2025-11-06

Replying to @香港股神王祖咸:小米一个月卖几万台，万人退订算什么？//@香港股神王祖咸:搜搜房大锤，据说万人退订。

如虎添翼123

2025-10-21

还不跑等着吃大面呢

Form 144 | NVIDIA 总裁暨CEO黄仁勋拟减持75000股，总价约1375万美元

如虎添翼123

2025-10-11

$小米集团ADR(XIACY)$ 盘后什么情况

如虎添翼123

2025-10-03

b 买su7

如虎添翼123

2025-09-27

有创意

如虎添翼123

2025-09-20

小试牛刀

如虎添翼123

2025-09-19

$INTC 20250919 33.0 CALL$

如虎添翼123

2025-09-18

$NVDA 20250919 172.5 CALL$ 小试牛刀

如虎添翼123

2025-09-17

$ORCL 20250919 310.0 CALL$ 小试牛刀

如虎添翼123

2025-09-16

$TSLA 20250919 410.0 PUT$ 找找手感

如虎添翼123

2025-09-16

AI泡沫要碎了

苹果又一AI高管被曝离职，三月内连失三员AI大将

如虎添翼123

2025-09-16

$小米集团ADR(XIACY)$ 半死不活

如虎添翼123

2025-09-11

空他

如虎添翼123

2025-09-06

$英伟达(NVDA)$ 撤退吧兄弟们快跑吧

如虎添翼123

2025-09-03

Replying to @好麻烦:新易盛//@好麻烦:易中天指啥股票

如虎添翼123

2025-07-10

蚂蚁全球平台是什么？

消息称蚂蚁国际与Circle合作！公司回应：目前没有这样的计划

如虎添翼123

2025-01-30

$英伟达(NVDA)$ 今晚又是腥风血雨

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 无敌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 无敌","text":"$特斯拉(TSLA)$ 无敌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524607855617504","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522051819602616,"gmtCreate":1768490021100,"gmtModify":1768490024707,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"ai应用不应该是机器人吗？真搞笑😄","listText":"ai应用不应该是机器人吗？真搞笑😄","text":"ai应用不应该是机器人吗？真搞笑😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/522051819602616","repostId":"1147487732","repostType":2,"repost":{"id":"1147487732","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1768461300,"share":"https://www.laohu8.com/m/news/1147487732?lang=zh_CN&edition=full","pubTime":"2026-01-15 15:15","market":"us","language":"zh","title":"AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...","url":"https://stock-news.laohu8.com/highlight/detail?id=1147487732","media":"老虎资讯综合","summary":"根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 200亿美元，意味着收入增长并不等同于盈利改善。过去6个月中，已有 13家 AI应用公司年化收入突破 1亿美元这一关键节点。","content":"<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前，这一个数据几乎为零。</p><p>从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司：</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉（TSLA）</p><p>利好算力股 → Nvidia（NVDA）、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom（AVGO）</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片  → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中，OpenAI与Anthropic占据绝对主导</h2><p>不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算，真实规模需打折看待</h2><p>需要注意的是，统计中存在一定程度的<strong>重复计算</strong>。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>，意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中，音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>；代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>；而代码助手 <strong>Cursor</strong> 的增长最为迅猛，近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化，广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。</p><p>例如，医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 <strong>1.5亿美元</strong>，理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全，竞争正在加剧</h2><p>尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长，但增速分化不可避免</h2><p>综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，<strong>收入增长的质量、可持续性与竞争位置</strong>，将比单纯的规模数字更加关键。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-15 15:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前，这一个数据几乎为零。</p><p>从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司：</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉（TSLA）</p><p>利好算力股 → Nvidia（NVDA）、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom（AVGO）</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片  → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中，OpenAI与Anthropic占据绝对主导</h2><p>不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算，真实规模需打折看待</h2><p>需要注意的是，统计中存在一定程度的<strong>重复计算</strong>。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>，意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中，音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>；代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>；而代码助手 <strong>Cursor</strong> 的增长最为迅猛，近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化，广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。</p><p>例如，医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 <strong>1.5亿美元</strong>，理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全，竞争正在加剧</h2><p>尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长，但增速分化不可避免</h2><p>综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，<strong>收入增长的质量、可持续性与竞争位置</strong>，将比单纯的规模数字更加关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","DELL":"戴尔","GOOG":"谷歌","ORCL":"甲骨文","STX":"希捷科技","WDC":"西部数据","TSLA":"特斯拉","META":"Meta Platforms, Inc.","GOOGL":"谷歌A","CRWV":"CoreWeave, Inc.","AMZN":"亚马逊","SNDK":"SanDisk Corp","SMCI":"超微电脑","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147487732","content_text":"AI原生创业公司收入快速增长AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。而在2023年之前，这一个数据几乎为零。从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。利好以下公司：OpenAI → 微软Anthropic → 亚马逊 / 谷歌xAI → 特斯拉（TSLA）利好算力股 → Nvidia（NVDA）、AMD定制 AI 芯片、网络芯片 → Broadcom（AVGO）AI服务器 → DELL、ORCL等储存芯片  → MU、SNDK、WDC、STX等收入高度集中，OpenAI与Anthropic占据绝对主导不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 接近85% 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 94%。这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。收入口径存在重复计算，真实规模需打折看待需要注意的是，统计中存在一定程度的重复计算。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 200亿美元，意味着收入增长并不等同于盈利改善。多家AI应用跨过“1亿美元门槛”尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 13家 AI应用公司年化收入突破 1亿美元这一关键节点。其中，音乐生成应用 Suno 的年化收入已超过 2亿美元；代码智能体公司 Cognition 的年化收入约 4亿美元；而代码助手 Cursor 的增长最为迅猛，近几个月年化收入已突破 10亿美元。商业模式开始多元化，广告成为新路径收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。例如，医疗聊天机器人 OpenEvidence 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 1.5亿美元，理论上具备冲击 10亿美元级别收入的潜力。高收入不等于长期安全，竞争正在加剧尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。收入仍将增长，但增速分化不可避免综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，收入增长的质量、可持续性与竞争位置，将比单纯的规模数字更加关键。","news_type":1,"symbols_score_info":{"ORCL":2,"NVDA":2,"MU":2,"DELL":2,"SMCI":2,"SNDK":2,"META":2,"MSFT":2,"TSLA":2,"CRWV":2,"GOOG":2,"STX":2,"WDC":2,"GOOGL":2,"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4199543189920392","idStr":"4199543189920392"},"content":"没有AI 拿来的机器人的事‌[笑哭] ‌","text":"没有AI 拿来的机器人的事‌[笑哭] ‌","html":"没有AI 拿来的机器人的事‌[笑哭] ‌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498808441090952,"gmtCreate":1762804915370,"gmtModify":1762804918593,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 补一个缺口，埋一帮人","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 补一个缺口，埋一帮人","text":"$甲骨文(ORCL)$ 补一个缺口，埋一帮人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498808441090952","isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497044339073864,"gmtCreate":1762372071547,"gmtModify":1762372074615,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3464531268576682\">@香港股神王祖咸</a>:小米一个月卖几万台，万人退订算什么？//<a href=\"https://laohu8.com/U/3464531268576682\">@香港股神王祖咸</a>:搜搜房大锤，据说万人退订。","listText":"Replying to <a href=\"https://laohu8.com/U/3464531268576682\">@香港股神王祖咸</a>:小米一个月卖几万台，万人退订算什么？//<a href=\"https://laohu8.com/U/3464531268576682\">@香港股神王祖咸</a>:搜搜房大锤，据说万人退订。","text":"Replying to 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05:33","market":"us","language":"zh","title":"Form 144 | NVIDIA 总裁暨CEO黄仁勋拟减持75000股，总价约1375万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1138466160","media":"老虎公告助手","summary":"NVIDIA公司的总裁兼CEO黄仁勋计划于2025年10月20日出售75000股普通股票，总市值约1375万美元。在过去3个月内，黄仁勋累计减持20次，共计1500000股。","content":"NVIDIA公司的总裁兼CEO黄仁勋计划于2025年10月20日出售75000股普通股票，总市值约1375万美元。在过去3个月内，黄仁勋累计减持20次，共计1500000股。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | NVIDIA 总裁暨CEO黄仁勋拟减持75000股，总价约1375万美元</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916093215a7233342&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，知名苹果爆料记者Marc Gurman发文称，据知情人士透露，苹果最资深的AI高管之一Robby Walker即将于今年10月离职，这标志着苹果AI部门的高管和工程师流失问题进一步加剧。在此前的今年7月份，苹果AI模型团队负责人庞若鸣已跳槽至Meta，并带走了不少工程师和研究人员；8月，另一位负责搜索服务的高级主管Frank Chu也离职加入了Meta。苹果对Walker的离职拒绝置评。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916093215a7233342&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE 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justify;\">据知情人士透露，蚂蚁去年处理了超过1万亿美元的全球交易，其中三分之一由其区块链处理。知情人士在6月表示，蚂蚁国际正寻求在新加坡和香港申请稳定币牌照，以及在卢森堡申请相关许可证。蚂蚁国际区块链平台目前支持来自全球银行和机构的多种代币化资产，并已和汇丰、法巴、摩通和渣打等超过10家全球银行签署合作协议。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称蚂蚁国际与Circle合作！公司回应：目前没有这样的计划</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称蚂蚁国际与Circle合作！公司回应：目前没有这样的计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-10 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月10日，<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨幅迅速收窄，盘初一度涨超4%！日前有消息称蚂蚁国际与Circle合作。蚂蚁国际对此表示：媒体报道不准确目前没有这样的计划。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15586cb4a1c6328d85312c068657ed5d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">阿里巴巴投资的蚂蚁集团，据报正与稳定币USDC发行商Circle合作，计划在其区块链平台上采用Circle的稳定币。知情人士称，蚂蚁集团旗下蚂蚁国际计划在Circle发行的稳定币USDC在美国取得合规资格后，将其整合到蚂蚁国际区块链平台上，但具体时间表尚未确定。</p><p style=\"text-align: justify;\">美国参议院于6月通过稳定币监管法案后，Circle成为市场乐观情绪的主要受益者。Circle于4月曾表示，将推出支付网络，帮助金融机构使用稳定币进行跨境交易结算。</p><p style=\"text-align: justify;\">报道称，蚂蚁国际计划将更多受监管的加密货币，例如CBDC（央行数字货币）及代币化存款，引入其区块链平台，该技术目前支撑其资金管理和跨境支付服务。</p><p style=\"text-align: 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15:15","market":"us","language":"zh","title":"AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...","url":"https://stock-news.laohu8.com/highlight/detail?id=1147487732","media":"老虎资讯综合","summary":"根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 200亿美元，意味着收入增长并不等同于盈利改善。过去6个月中，已有 13家 AI应用公司年化收入突破 1亿美元这一关键节点。","content":"<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前，这一个数据几乎为零。</p><p>从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司：</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉（TSLA）</p><p>利好算力股 → Nvidia（NVDA）、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom（AVGO）</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片  → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中，OpenAI与Anthropic占据绝对主导</h2><p>不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算，真实规模需打折看待</h2><p>需要注意的是，统计中存在一定程度的<strong>重复计算</strong>。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>，意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中，音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>；代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>；而代码助手 <strong>Cursor</strong> 的增长最为迅猛，近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化，广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。</p><p>例如，医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 <strong>1.5亿美元</strong>，理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全，竞争正在加剧</h2><p>尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长，但增速分化不可避免</h2><p>综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，<strong>收入增长的质量、可持续性与竞争位置</strong>，将比单纯的规模数字更加关键。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-15 15:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前，这一个数据几乎为零。</p><p>从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司：</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉（TSLA）</p><p>利好算力股 → Nvidia（NVDA）、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom（AVGO）</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片  → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中，OpenAI与Anthropic占据绝对主导</h2><p>不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算，真实规模需打折看待</h2><p>需要注意的是，统计中存在一定程度的<strong>重复计算</strong>。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>，意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中，音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>；代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>；而代码助手 <strong>Cursor</strong> 的增长最为迅猛，近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化，广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。</p><p>例如，医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 <strong>1.5亿美元</strong>，理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全，竞争正在加剧</h2><p>尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长，但增速分化不可避免</h2><p>综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，<strong>收入增长的质量、可持续性与竞争位置</strong>，将比单纯的规模数字更加关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","DELL":"戴尔","GOOG":"谷歌","ORCL":"甲骨文","STX":"希捷科技","WDC":"西部数据","TSLA":"特斯拉","META":"Meta Platforms, Inc.","GOOGL":"谷歌A","CRWV":"CoreWeave, Inc.","AMZN":"亚马逊","SNDK":"SanDisk Corp","SMCI":"超微电脑","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147487732","content_text":"AI原生创业公司收入快速增长AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。而在2023年之前，这一个数据几乎为零。从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。利好以下公司：OpenAI → 微软Anthropic → 亚马逊 / 谷歌xAI → 特斯拉（TSLA）利好算力股 → Nvidia（NVDA）、AMD定制 AI 芯片、网络芯片 → Broadcom（AVGO）AI服务器 → DELL、ORCL等储存芯片  → MU、SNDK、WDC、STX等收入高度集中，OpenAI与Anthropic占据绝对主导不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 接近85% 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 94%。这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。收入口径存在重复计算，真实规模需打折看待需要注意的是，统计中存在一定程度的重复计算。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 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烦死了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336421166,"gmtCreate":1610125235155,"gmtModify":1703743018381,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494300258505523","authorIdStr":"3494300258505523"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>磨期权嘛，继续磨，老子陪你玩","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>磨期权嘛，继续磨，老子陪你玩","text":"$特斯拉(TSLA)$磨期权嘛，继续磨，老子陪你玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/336421166","isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518174489286115","authorId":"3518174489286115","name":"洒落秋阳","avatar":"https://static.tigerbbs.com/2ad98e25badbb4648d73730171418e4a","crmLevel":7,"crmLevelSwitch":0,"idStr":"3518174489286115","authorIdStr":"3518174489286115"},"content":"七个点还是磨期权吗","text":"七个点还是磨期权吗","html":"七个点还是磨期权吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478982409715920,"gmtCreate":1757957690463,"gmtModify":1757957692345,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494300258505523","authorIdStr":"3494300258505523"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a> 半死不活","listText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a> 半死不活","text":"$小米集团ADR(XIACY)$ 半死不活","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/478982409715920","isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537393537121745","authorId":"3537393537121745","name":"聚四氟乙烯","avatar":"https://static.tigerbbs.com/40fcfd0b443e417724b2e655224f6efb","crmLevel":3,"crmLevelSwitch":0,"idStr":"3537393537121745","authorIdStr":"3537393537121745"},"content":"哥们，这两天还可以吧","text":"哥们，这两天还可以吧","html":"哥们，这两天还可以吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455130102784128,"gmtCreate":1752134088806,"gmtModify":1752134090483,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494300258505523","authorIdStr":"3494300258505523"},"themes":[],"htmlText":"蚂蚁全球平台是什么？","listText":"蚂蚁全球平台是什么？","text":"蚂蚁全球平台是什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/455130102784128","repostId":"1183609030","repostType":2,"repost":{"id":"1183609030","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1752133973,"share":"https://www.laohu8.com/m/news/1183609030?lang=zh_CN&edition=full","pubTime":"2025-07-10 15:52","market":"us","language":"zh","title":"消息称蚂蚁国际与Circle合作！公司回应：目前没有这样的计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1183609030","media":"老虎资讯综合","summary":"7月10日，$Circle(CRCL)$夜盘短线拉升！市场消息：$蚂蚁集团(06688)$据悉将把Circle的稳定币添加到其全球平台。","content":"<html><head></head><body><p>7月10日，<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨幅迅速收窄，盘初一度涨超4%！日前有消息称蚂蚁国际与Circle合作。蚂蚁国际对此表示：媒体报道不准确目前没有这样的计划。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15586cb4a1c6328d85312c068657ed5d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">阿里巴巴投资的蚂蚁集团，据报正与稳定币USDC发行商Circle合作，计划在其区块链平台上采用Circle的稳定币。知情人士称，蚂蚁集团旗下蚂蚁国际计划在Circle发行的稳定币USDC在美国取得合规资格后，将其整合到蚂蚁国际区块链平台上，但具体时间表尚未确定。</p><p style=\"text-align: justify;\">美国参议院于6月通过稳定币监管法案后，Circle成为市场乐观情绪的主要受益者。Circle于4月曾表示，将推出支付网络，帮助金融机构使用稳定币进行跨境交易结算。</p><p style=\"text-align: justify;\">报道称，蚂蚁国际计划将更多受监管的加密货币，例如CBDC（央行数字货币）及代币化存款，引入其区块链平台，该技术目前支撑其资金管理和跨境支付服务。</p><p style=\"text-align: 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href=\"https://laohu8.com/S/CRCL\">Circle</a>涨幅迅速收窄，盘初一度涨超4%！日前有消息称蚂蚁国际与Circle合作。蚂蚁国际对此表示：媒体报道不准确目前没有这样的计划。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15586cb4a1c6328d85312c068657ed5d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">阿里巴巴投资的蚂蚁集团，据报正与稳定币USDC发行商Circle合作，计划在其区块链平台上采用Circle的稳定币。知情人士称，蚂蚁集团旗下蚂蚁国际计划在Circle发行的稳定币USDC在美国取得合规资格后，将其整合到蚂蚁国际区块链平台上，但具体时间表尚未确定。</p><p style=\"text-align: justify;\">美国参议院于6月通过稳定币监管法案后，Circle成为市场乐观情绪的主要受益者。Circle于4月曾表示，将推出支付网络，帮助金融机构使用稳定币进行跨境交易结算。</p><p style=\"text-align: justify;\">报道称，蚂蚁国际计划将更多受监管的加密货币，例如CBDC（央行数字货币）及代币化存款，引入其区块链平台，该技术目前支撑其资金管理和跨境支付服务。</p><p style=\"text-align: justify;\">据知情人士透露，蚂蚁去年处理了超过1万亿美元的全球交易，其中三分之一由其区块链处理。知情人士在6月表示，蚂蚁国际正寻求在新加坡和香港申请稳定币牌照，以及在卢森堡申请相关许可证。蚂蚁国际区块链平台目前支持来自全球银行和机构的多种代币化资产，并已和汇丰、法巴、摩通和渣打等超过10家全球银行签署合作协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4023":"应用软件","CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183609030","content_text":"7月10日，Circle涨幅迅速收窄，盘初一度涨超4%！日前有消息称蚂蚁国际与Circle合作。蚂蚁国际对此表示：媒体报道不准确目前没有这样的计划。阿里巴巴投资的蚂蚁集团，据报正与稳定币USDC发行商Circle合作，计划在其区块链平台上采用Circle的稳定币。知情人士称，蚂蚁集团旗下蚂蚁国际计划在Circle发行的稳定币USDC在美国取得合规资格后，将其整合到蚂蚁国际区块链平台上，但具体时间表尚未确定。美国参议院于6月通过稳定币监管法案后，Circle成为市场乐观情绪的主要受益者。Circle于4月曾表示，将推出支付网络，帮助金融机构使用稳定币进行跨境交易结算。报道称，蚂蚁国际计划将更多受监管的加密货币，例如CBDC（央行数字货币）及代币化存款，引入其区块链平台，该技术目前支撑其资金管理和跨境支付服务。据知情人士透露，蚂蚁去年处理了超过1万亿美元的全球交易，其中三分之一由其区块链处理。知情人士在6月表示，蚂蚁国际正寻求在新加坡和香港申请稳定币牌照，以及在卢森堡申请相关许可证。蚂蚁国际区块链平台目前支持来自全球银行和机构的多种代币化资产，并已和汇丰、法巴、摩通和渣打等超过10家全球银行签署合作协议。","news_type":1,"symbols_score_info":{"CRCL":1}},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332696782,"gmtCreate":1610377194246,"gmtModify":1703743937390,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494300258505523","authorIdStr":"3494300258505523"},"themes":[],"htmlText":"<a 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