ReutersCodex · 实盘不做把握 5/10
北京时间·🕒 发布 00:54:25时区推断·⟳ 抓取 00:57:05·⚡ 决策 07-18 01:33:12 +36m07s·102.0 天前
FT 称 Trump Media 讨论向交易员收取每月最高10万美元 Truth API 费用
Truth API 是 Trump Media（DJT.O）新的数据授权尝试，最高每月10万美元报价听起来高，但报道为讨论价格且 Reuters 未能独立核实。
📄 原文Reuters↗ 原文
Donald Trump's social media company has discussed charging traders and investors as much as $100,000 a month for fast…
不做 Trump Media & Technology Group（DJT.US）
有新收入叙事但缺少已签客户、合同金额和可核实收入规模；对高波动高估值 DJT 不构成足够确定的短线做多 edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-17 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Truth API 是 Trump Media（DJT.O）新的数据授权尝试，最高每月10万美元报价听起来高，但报道为讨论价格且 Reuters 未能独立核实。
- 即使少量机构客户付费，按每客户年化120万美元估算，对 DJT 的高波动高估值市值弹性仍不足以构成明确市值级利好。
主要风险
- 若后续披露已签多家大型金融客户且合同金额可观，收入可见性会显著改善；反之若只是报价宣传，容易见光死。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-17 · 影响 weakens
Reuters 明确称无法独立核实 FT 关于收费讨论的报道，削弱将其作为确定性收入催化的力度。
检索:Trump Media Truth API $100000 monthly fee Reuters FT not independently verify 原文 ↗
原文全文
展开原文 · 1,047 字
Donald Trump's social media company has discussed charging traders and investors as much as $100,000 a month for faster access to the U.S. president's posts on his Truth Social platform, the Financial Times reported on Friday.
Trump Media & Technology Group (DJT.O) did not immediately respond to a Reuters request for comment. Reuters could not independently verify the report, which cited people familiar with the matter.
The company on Thursday unveiled a paid-for, licensed data feed called "Truth API" to provide banks and trading firms "the fastest" access to posts from influential Truth Social accounts.
The product will deliver posts from the 10 most influential accounts to customers at a significantly faster pace than a regular push notification on the Truth Social platform, a spokesperson said.
The move is TMTG's first step into data licensing and opens up a new revenue stream for the company, which has faced challenges in scaling its media business amid intense competition from larger social media firms.
Trump Media & Technology Group (DJT.O) did not immediately respond to a Reuters request for comment. Reuters could not independently verify the report, which cited people familiar with the matter.
The company on Thursday unveiled a paid-for, licensed data feed called "Truth API" to provide banks and trading firms "the fastest" access to posts from influential Truth Social accounts.
The product will deliver posts from the 10 most influential accounts to customers at a significantly faster pace than a regular push notification on the Truth Social platform, a spokesperson said.
The move is TMTG's first step into data licensing and opens up a new revenue stream for the company, which has faced challenges in scaling its media business amid intense competition from larger social media firms.
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