kaifaai.app AI 快讯 · 2026-09-19

Manus 拟融资 5 亿美元，估值翻倍到 40 亿

做 AI Agent 的 Manus 正洽谈约 5 亿美元新一轮融资，估值约 40 亿美元，还在考虑赴港 IPO。撑起这个估值的不是故事，是超过 1 亿美元的年化收入——产品能持续收到钱，估值才站得住。

细节：Manus 去年 12 月曾同意被 Meta 以超 20 亿美元收购，今年 4 月交易被监管叫停后，早期股东按原价回购股份，如今新估值直接翻倍。腾讯已成最大外部股东，IDG、博裕资本在洽谈，宁德时代也接触过。对早期项目的启示很直接：同一批资产，有真实收入时估值翻倍，没收入时只能靠回购自救。先把产品做到有人愿意持续付费，谈判桌上你才有底气。

Manus in talks to raise $500M at a $4B valuation

Details: Meta agreed to buy Manus for $2B+ last December; after regulators halted the deal in April, early backers bought the shares back at the original price — and the new round roughly doubles that mark. Tencent is now the largest outside shareholder, with IDG and Boyu in talks. The lesson for early founders: the same asset doubles when it has real revenue. Build something people keep paying for before you sit down to negotiate.