沪指11月20日下跌0.40%，申万所属行业中，今日上涨的有7个，涨幅居前的行业为建筑材料、综合， 涨幅分别为1.40%、0.87%。跌幅居前的行业为美容护理、煤炭，跌幅分别为2.39%、2.10%。计算机行 业今日下跌0.89%。 资金面上看，两市主力资金全天净流出476.55亿元，今日有4个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨0.86%，全天净流入资金21.88亿元，其次是通信行业，日涨幅为 0.51%，净流入资金为10.00亿元。 000977 浪潮信息 0.16 1.78 3374.37 计算机行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600756 | 浪潮软件 | -5.58 | 45.73 | -51570.75 | | 601360 | 三六零 | -4.55 | 4.05 | -40946.89 | | 688111 | 金山办公 | -3.38 | 1.38 | -32167.29 | | 000938 | 紫光股份 | -2 ...

今年以来三六零已经3次登上龙虎榜，最近一次登上龙虎榜为11月3日。 11月20日，三六零盘中下跌2.42%，截至10:29，报13.30元/股，成交14.88亿元，换手率1.58%，总市值 930.94亿元。 资金流向方面，主力资金净流出1.14亿元，特大单买入1.15亿元，占比7.72%，卖出1.95亿元，占比 13.11%；大单买入3.25亿元，占比21.87%，卖出3.60亿元，占比24.18%。 三六零今年以来股价涨31.03%，近5个交易日涨1.37%，近20日涨27.52%，近60日涨18.96%。 分红方面，三六零A股上市后累计派现35.35亿元。近三年，累计派现21.00亿元。 机构持仓方面，截止2025年9月30日，三六零十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股1.34亿股，相比上期减少7451.81万股。华泰柏瑞沪深300ETF（510300）位居第五大流通股 东，持股5944.34万股，相比上期减少288.59万股。易方达沪深300ETF（510310）位居第六大流通股 东，持股4307.25万股，相比上期减少137.52万股。华夏沪深300ETF（510330）位 ...

针对报告内容，21记者向鲁大师与360寻求置评，截至发稿，未收到回复。报告制作方火绒表示不便采 访，愿意以公司发文的形式回应任何疑惑。 （文章来源：21世纪经济报道） 让人尤其关注的，是老牌电脑管家鲁大师。报告发现，鲁大师在推广游戏广告和第三方插件时，设置假 关闭按钮，欺骗用户点击下载。同时还会在京东、百度等网页链接里插入返利参数，从用户的每一次自 然搜索中抽成。 这份报告在网安圈内激起了不小的震动，除了因为涉及知名安全软件，还因为详细披露了躲避监管的策 略——比如，软件会监测用户是否访问过技术论坛和12315投诉网站，有没有浏览过360董事长周鸿祎的 微博。一旦被认定不是"电脑小白"，便随时停止推广。 上周，终端安全厂商火绒发布了一份技术报告，点名近30款国内电脑软件涉嫌流量劫持和恶意推广。 ...

在笔记本刚普及的那些年，很多人装机的第一步是下载一款电脑管家。但往往不久后会发现一些棘手问 题：凭空多出陌生软件、弹窗广告越来越多、电脑越用越卡。围绕"流氓软件"的争议，由此伴随国内 PC 生态十多年。 上周，终端安全厂商火绒发布了一份技术报告，点名近30款国内电脑软件涉嫌流量劫持和恶意推广，把 这层旧疑云重新搅动。 让人尤其关注的，是老牌电脑管家鲁大师。报告发现，鲁大师在推广游戏广告和第三方插件时，设置假 关闭按钮，欺骗用户点击下载。同时还会在京东、百度等网页链接里插入返利参数，从用户的每一次自 然搜索中抽成。 这份报告在网安圈内激起了不小的震动，除了因为涉及知名安全软件，还因为详细披露了躲避监管的策 略——比如，软件会监测用户是否访问过技术论坛和12315投诉网站，有没有浏览过360董事长周鸿祎的 微博。一旦被认定不是"电脑小白"，便随时停止推广。 鲁大师由成都奇鲁科技有限公司运营，2019年在港股上市，最大股东为360集团。许多用户曾用它查杀 病毒、跑分测硬件，招股书显示鲁大师2019年月活达到 1.25 亿，PC 端市场份额一度高达 98.8%。 针对报告内容，21记者向鲁大师与360寻求置评，截至发 ...

三六零 20251118 如何看待未来计算机应用领域的发展？ 我们认为需要站在 2026 年的视角评估计算机应用领域的发展。首先，从业绩 角度来看，今年三季度表现较好，不少公司超出预期。预计四季度及明年 360 公司 2020-2024 年营收下降后，2025 年连续三季度营收增速为 正，得益于传统互联网业务回升和 C 端收入贡献增加。战略调整亏损智 能硬件业务。 360 公司 2024 年毛利率达 66.1%，同比提升 5 个百分点，主要由于低 毛利业务下滑，高毛利 AI 办公业务增长。预计 2025-2027 年收入增速 在 10%左右，2025 年有望扭亏为盈，维持强推评级。 （2026 年）的业绩将有一定延续性。因此，我们认为龙头公司的局部修复是 一个重要变量。此外，我们更侧重于择股而非择时，在底部位置参与并等待市 场带来的机会。在当前市场关注度不高时买入便宜股票是核心投资观点。 摘要 计算机应用领域需以 2026 年视角评估，三季度业绩超预期，预计四季 度及明年业绩延续，龙头公司局部修复是重要变量，当前核心投资策略 是择股而非择时，底部买入便宜股票。 360 公司传统互联网广告业务受益于 AI 发展 ...

近日，一款二次元放置卡牌游戏《时隙之旅》宣告即将停运下架。不太寻常的是，游戏在今年7月才刚刚上线，从上线运营到发布停运公告，仅过了三个 多月。 这款游戏由360发行，而且是由360旗下的星曜工作室自研的。游戏自上线起在iOS就是清榜状态，直到两个月后才有排名，看起来成绩并不好。 仔细回想起来，360的名字已经很久没有在游戏行业引发大范围的关注了。 早在2018年，周鸿祎就提出「应该真正重视」游戏业务。公司建立起了自研品牌「360游戏艺术」，在北、上、广、深四地各设立了一个事业部，共聚集 起数百名研发人员，并且给了各个事业部相当大的自主决策权。 然而折腾了几年后，公司的自研业务仍然没有什么亮眼的成果。在近两年的财报里，360已经很少提及游戏自研业务了，基本是一笔带过。其实自研业务 一直在推进，只是目前还没有拿得出手的案例。近年来，360游戏业务的收入一直处于缓降的状态。 眼看互联网巨头们纷纷入局游戏业务、又一个接一个地掀起了声浪，明明手握可观用户量的360却一直难以找到突破。除了版号、疫情等客观影响之外， 方向上可能也出了问题。 好在到了今年，360似乎终于等来了自己的新机会。 移动端已丧失优势 《Paw Ma ...

Core Points - The Xinhua 500 Index (989001) closed at 5043.65 points on November 18, with a decline of 0.74% [1] - The index experienced a slight adjustment, reaching a high of 5086.81 points and a low of 5025.79 points during the trading session [1] - The total trading volume of constituent stocks for the day was reported at 578.9 billion yuan [1] Company Performance - Shiji Information reached the daily limit up, while Beifang Huachuang, Langxin Group, and 360 Security Technology saw significant gains [3] - New Zobang led the decline among constituent stocks, falling by 11.22%, with Tianqi Lithium, Duofuduo, and Putailai also hitting the daily limit down [3]

Group 1 - The 2025 AI+ Conference recognized 360 Group's founder Zhou Hongyi as a senior advisor to the AI Hundred Association, highlighting the company's achievements in the AI sector [1] - 360 Group's "Nano AI" was selected as an "AI100 Application Benchmark," showcasing its significant contributions to the AI industry [1][2] - The conference emphasized that scenario-driven approaches are essential for igniting new productive forces in "AI+" and featured companies selected from over 1,000 nationwide [2] Group 2 - The inclusion of Nano AI in the benchmark list signifies the authoritative recognition of its multi-agent swarm technology, which enhances collaborative efficiency in complex processes [4] - Nano AI transitions from merely executing commands to delivering results, functioning like an expert to coordinate multiple AI assistants for complex tasks [4] - 360 Group is integrating advanced intelligent agent technologies into an enterprise-level platform aimed at empowering various industries and enhancing the integration of AI with business scenarios [5]

Core Viewpoint - The stock of 360 Security Technology Co., Ltd. has shown significant growth this year, with a year-to-date increase of 36.26% and a recent surge in trading activity, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the period from January to September 2025, 360 achieved a revenue of 6.068 billion yuan, reflecting a year-on-year growth of 8.18%. However, the net profit attributable to shareholders was -122 million yuan, which represents a substantial increase of 78.88% compared to the previous year [2]. Stock Market Activity - As of November 18, 360's stock price was 13.83 yuan per share, with a trading volume of 4.043 billion yuan and a turnover rate of 4.27%. The total market capitalization reached 96.804 billion yuan [1]. - The stock has experienced notable fluctuations, with a 6.38% increase over the last five trading days and a 33.24% increase over the last 20 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased to 339,300, a reduction of 14.34%. The average number of circulating shares per person increased by 16.75% to 20,630 shares [2]. - The top ten circulating shareholders include significant institutional investors, with notable reductions in holdings for several ETFs [3]. Business Overview - 360 Security Technology Co., Ltd. specializes in internet security technology development, product design, and commercialization services, with 92% of its revenue coming from internet and smart hardware businesses [1]. - The company is categorized under the computer software development industry and is involved in various concept sectors, including EDR, AI corpus, and ChatGPT [2]. Dividend Distribution - Since its A-share listing, 360 has distributed a total of 3.535 billion yuan in dividends, with 2.1 billion yuan distributed over the past three years [3].

Group 1 - The AI application concept is gaining strength in the market, with the CSI Computer Theme Index rising by 0.91% on November 17, and stocks like 360 and Tuowei Information seeing significant gains [1] - The Computer ETF (159998) recorded a trading volume exceeding 62 million yuan, making it the top performer among similar funds, with a net inflow of over 35 million yuan in the last two days [1] - The CSI Hu-Kong-Shen Cloud Computing Industry Index increased by 1.68%, with stocks such as Dongfang Guoxin and Huasheng Tiancai rising over 10% [1] Group 2 - Major funds are flowing into sectors like computers, energy metals, and national defense, while the pharmaceutical sector saw a net outflow exceeding 9.3 billion yuan [2] - The launch of China's first integrated computing power scheduling and monitoring platform in Jiangsu marks a significant development, connecting 282 data centers and covering 520,000 standard racks [2] - CITIC Securities indicates that the demand for computing power driven by AI remains strong, suggesting that recent adjustments in the computing power sector present investment opportunities [2] - Open Source Securities highlights significant progress in domestic AI across computing power, large models, and applications, reshaping the global competitive landscape and maintaining a positive outlook on domestic AI investment opportunities [2]