2月25日，赢时胜涨3.41%，成交额12.33亿元。两融数据显示，当日赢时胜获融资买入额1.33亿元，融 资偿还9769.18万元，融资净买入3512.48万元。截至2月25日，赢时胜融资融券余额合计10.92亿元。 融资方面，赢时胜当日融资买入1.33亿元。当前融资余额10.90亿元，占流通市值的6.48%，融资余额低 于近一年30%分位水平，处于低位。 融券方面，赢时胜2月25日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量6.84万股，融券余额153.35万元，超过近一年60%分位水平，处于较高位。 机构持仓方面，截止2025年9月30日，赢时胜十大流通股东中，华宝中证金融科技主题ETF（159851） 位居第三大流通股东，持股977.78万股，相比上期增加468.71万股。香港中央结算有限公司位居第六大 流通股东，持股456.23万股，相比上期减少609.91万股。博时金融科技ETF（516860）位居第十大流通 股东，持股202.37万股，为新进股东。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均 ...

2月25日，赢时胜涨5.12%，截至发稿，报22.79元/股，成交7.68亿元，换手率4.98%，总市值171.15亿 元。 华宝中证金融科技主题ETF（159851）基金经理为陈建华、曹旭辰。 截至发稿，陈建华累计任职时间13年69天，现任基金资产总规模256.06亿元，任职期间最佳基金回报 184.53%， 任职期间最差基金回报-49.65%。 曹旭辰累计任职时间280天，现任基金资产总规模320.21亿元，任职期间最佳基金回报143.4%， 任职期 间最差基金回报-6.29%。 资料显示，深圳市赢时胜信息技术股份有限公司位于广东省深圳市福田区华富街道莲花一村社区皇岗路 5001号深业上城(南区)T2栋3701，成立日期2001年9月3日，上市日期2014年1月27日，公司主营业务涉 及公司是致力于为金融机构及其高端客户的资产管理业务和托管业务提供整体信息化建设解决方案的应 用软件及增值服务提供商。主营业务收入构成为：服务费收入55.06%，定制软件开发和销售44.94%。 从赢时胜十大流通股东角度 数据显示，华宝基金旗下1只基金位居赢时胜十大流通股东。华宝中证金融科技主题ETF（159851）三 季度增 ...

博时金融科技ETF（516860）基金经理为尹浩。 资料显示，深圳市赢时胜信息技术股份有限公司位于广东省深圳市福田区华富街道莲花一村社区皇岗路 5001号深业上城(南区)T2栋3701，成立日期2001年9月3日，上市日期2014年1月27日，公司主营业务涉 及公司是致力于为金融机构及其高端客户的资产管理业务和托管业务提供整体信息化建设解决方案的应 用软件及增值服务提供商。主营业务收入构成为：服务费收入55.06%，定制软件开发和销售44.94%。 从赢时胜十大流通股东角度 数据显示，博时基金旗下1只基金位居赢时胜十大流通股东。博时金融科技ETF（516860）三季度新进 十大流通股东，持有股数202.37万股，占流通股的比例为0.31%。根据测算，今日浮盈赚取约224.63万 元。 博时金融科技ETF（516860）成立日期2021年9月24日，最新规模21.52亿。今年以来亏损2.11%，同类 排名5264/5570；近一年收益0.34%，同类排名4065/4305；成立以来收益41.2%。 2月25日，赢时胜涨5.12%，截至发稿，报22.79元/股，成交7.70亿元，换手率4.99%，总市值171.1 ...

近7个交易日（2026年2月9日至13日），赢时胜股价呈现震荡走势。2月9日股价上涨0.40%至22.57元， 但随后连续两个交易日下跌：2月10日跌1.82%（收盘22.16元），2月12日跌1.80%（收盘21.83元），主 力资金净流出1.05亿元。2月13日最新行情显示股价小幅反弹0.60%至21.96元，但5日累计跌幅为 2.31%，弱于软件开发板块同期涨幅（0.26%）。期间成交活跃，2月11日换手率高达8.91%，反映概念 炒作后资金分歧较大。 财报分析 2026年1月30日，赢时胜发布2025年业绩预告，预计归母净利润1600万元至2400万元，同比扭亏为盈 （2024年亏损4.25亿元），主要因主营业务收入止跌回稳，且长期股权投资公允价值变动损失减少。不 过，2025年前三季度公司仍亏损4320.97万元，毛利率降至43%，低于同行水平，反映核心业务盈利压 力尚未完全缓解。 经济观察网 香港特区行政长官李家超在Consensus香港大会致辞中表示，香港金管局正积极处理稳定币 牌照申请，预计首批牌照将于3月发放。该消息带动A股数字货币概念股异动，赢时胜（300377）作为 区块链概念股午后冲高 ...

Group 1: Alphabet's Financial Performance - Alphabet's Q4 revenue reached $113.83 billion, a year-over-year increase of 18%, surpassing the forecast of $111.4 billion [1] - Google Services revenue was $95.86 billion, up 14% year-over-year, while Google Cloud revenue grew by 48% to $17.66 billion [1] - The net profit for Q4 was $34.455 billion, reflecting a 29.8% increase compared to the previous year [1] Group 2: User Growth and Future Investments - The monthly active users (MAU) of Alphabet's large model Gemini exceeded 750 million, up from 650 million in the previous quarter [1] - The company anticipates capital expenditures of $175 billion to $185 billion for 2026, nearly double the expected $119.5 billion for 2025 [1] Group 3: Semiconductor Industry Trends - The semiconductor materials and equipment index fell by 3.39% as of February 5, 2026, with leading stocks like Huafeng Measurement and Control down by 7.66% [1] - The semiconductor equipment ETF saw a decline of 3.20%, with a latest price of 1.7 yuan [1] Group 4: ETF Performance and Fund Flows - The semiconductor ETF experienced a significant growth of 1.6 billion yuan in the past two weeks, leading its category [3] - The semiconductor equipment ETF has a current scale of 2.725 billion yuan, while the innovation ETF saw a recent increase of 607.49 million yuan [3] - Recent fund flows indicate a net outflow of 593.88 million yuan for the semiconductor ETF, but a net inflow of 2.02 billion yuan over the last five trading days [3] Group 5: Cloud Pricing Trends - Open Source Securities suggests that AWS and Google have initiated cloud price increases, which may prompt domestic cloud providers to follow suit [3] - The rationale behind the price hikes is attributed to recent increases in CPU and storage costs, alongside a surge in computational demand due to complex task execution [3]

Company Overview - Winning Time Technology Co., Ltd. is based in Shenzhen, Guangdong Province, and was established on September 3, 2001. The company went public on January 27, 2014. It specializes in providing comprehensive IT solutions for asset management and custody services to financial institutions and their high-end clients [1]. Financial Performance - As of February 4, the stock price of Winning Time increased by 5.24%, reaching 23.29 CNY per share, with a trading volume of 1.331 billion CNY and a turnover rate of 8.66%. The total market capitalization is 17.491 billion CNY [1]. Revenue Composition - The company's main business revenue is composed of service fees (55.06%) and custom software development and sales (44.94%) [1]. Shareholder Information - Among the top ten circulating shareholders, Huabao Fund holds a significant position with its Huabao CSI Financial Technology Theme ETF (159851), which increased its holdings by 4.6871 million shares in the third quarter, totaling 9.7778 million shares, representing 1.48% of the circulating shares. The estimated floating profit today is approximately 11.3422 million CNY [2]. Fund Performance - The Huabao CSI Financial Technology Theme ETF (159851) was established on March 4, 2021, with a current size of 10.084 billion CNY. Year-to-date returns are 0.14%, ranking 4753 out of 5562 in its category. Over the past year, the return is 24.84%, ranking 2861 out of 4285. Since inception, the return is 69.46% [2]. Fund Manager Information - The fund manager Chen Jianhua has a tenure of 13 years and 48 days, with a total fund asset size of 25.606 billion CNY. The best fund return during his tenure is 193.06%, while the worst is -49.65%. The other manager, Cao Xucheng, has been in position for 259 days, managing assets of 32.021 billion CNY, with a best return of 150.13% and a worst return of -3.89% [2].

Group 1 - The core viewpoint of the news is that Ying Shisheng's stock price increased by 5.02%, reaching 21.96 yuan per share, with a trading volume of 805 million yuan and a turnover rate of 5.43%, resulting in a total market capitalization of 16.492 billion yuan [1] - Ying Shisheng Information Technology Co., Ltd. is based in Shenzhen, Guangdong, and was established on September 3, 2001, with its listing date on January 27, 2014 [1] - The company's main business focuses on providing comprehensive IT solutions for asset management and custody services to financial institutions and high-end clients, with service fee income accounting for 55.06% and custom software development and sales for 44.94% of total revenue [1] Group 2 - From the perspective of major circulating shareholders, Huabao Fund's ETF has increased its holdings in Ying Shisheng by 4.6871 million shares, totaling 9.7778 million shares, which represents 1.48% of the circulating shares [2] - The Huabao CSI Financial Technology Theme ETF was established on March 4, 2021, with a latest scale of 10.084 billion yuan and a one-year return of 24.66%, ranking 3023 out of 4286 in its category [2] - The fund managers, Chen Jianhua and Cao Xucheng, have significant experience, with Chen having a tenure of 13 years and 46 days and Cao having 257 days, managing total fund assets of 25.606 billion yuan and 32.021 billion yuan respectively [2]

Core Viewpoint - The company, Ying Shisheng, has announced its earnings forecast for the year 2025, projecting a net profit attributable to shareholders of between 16 million and 24 million yuan [2] Group 1 - The expected net profit range for 2025 is between 16 million yuan and 24 million yuan [2]

Core Viewpoint - The company, Winshang (300377), has announced its earnings forecast for the year 2025, projecting a net profit between 16 million to 24 million yuan, with a net profit excluding non-recurring gains and losses estimated between 8 million to 12 million yuan [1] Financial Performance - The expected net profit for 2025 is projected to be between 16 million and 24 million yuan [1] - The net profit after excluding non-recurring gains and losses is anticipated to be between 8 million and 12 million yuan [1]

Core Viewpoint - The company Winshang (300377) has announced its earnings forecast for 2025, projecting a net profit attributable to shareholders of between 16 million to 24 million yuan, a significant recovery from a loss of 425 million yuan in the previous year [3]. Financial Performance - The forecasted net profit for 2025 represents a substantial improvement compared to the previous year's loss of 425 million yuan [3]. - The expected non-recurring net profit is estimated to be between 8 million to 12 million yuan, compared to a loss of 205 million yuan in the prior year [3]. - The company's current price-to-earnings (P/E) ratio (TTM) is approximately between 654.31 and 981.47 times, with a price-to-book (P/B) ratio of about 6.23 times and a price-to-sales (P/S) ratio of around 12.17 times based on the closing price on January 30 [3]. Business Focus - The company focuses on investment asset custody and management within the financial industry [10]. - During the reporting period, the company has adhered to market demand, emphasizing the quality and efficiency of financial technology products and services, and has made significant progress in innovation projects and AI-enabled research and delivery [10]. Impact of Non-Recurring Items - The estimated amount of non-recurring gains and losses is around 8 million yuan, with an impact of approximately 7 million yuan on the net profit attributable to shareholders, primarily from the disposal of idle fixed assets, government subsidies received, and other operating income and expenses [10].