高伟达（300465）于8月26日通过公众号宣布成立"人工智能与金融大数据事业部"。 新的业务方向之一是依托现有区块链/Web3.0技术、跨境支付积累及合作伙伴支持，打造独立稳定币业 务系统。从AI与金融交叉领域看，稳定币是当前区块链技术在金融领域最具落地价值的场景之一。相 较于传统跨境支付，基于区块链的稳定币支付可实现实时到账，且能规避汇率波动风险。 高伟达的核心优势在于两点：一是"跨境支付结算业务多年积累"，使其能精准理解银行、外贸企业等客 户的实际需求(如合规备案、反洗钱审查)，避免技术方案与业务场景脱节；二是"合作伙伴技术支持"， 可快速弥补自身在稳定币底层算法、合规技术上的短板，加速方案成熟。而"独立且成熟的技术方案"定 位，意味着该方案并非定制化项目，而是可标准化推广的产品，能覆盖更多客户，为公司带来规模化营 收，这是其从"项目型"向"产品型"业务转型的关键一步。 从技术逻辑看，AI在金融领域的应用已从"单点工具"(如智能客服、简单风控模型)升级为"智能体 (Agent)"等能自主理解需求、调用资源、完成复杂任务的系统。高伟达的策略清晰：以"数据应用服务和 处理工具"为基础(确保AI模型有高质量、 ...

高伟达（300465）软件股份有限公司(高伟达300465)于2025年8月26日通过公众号官宣成立"人工智能与 金融大数据事业部"，核心目的是"与金融科技行业共同成长、抓机遇、推动业务转型升级"。同一日， 国务院印发《关于深入实施"人工智能+"行动的意见》。如此巧合，实在令人叫绝。可以看出，这是一 家有着敏锐视野与前瞻布局的公司。从AI与金融科技行业视角看，2025年已是AI、大数据与区块链技 术在金融领域深度融合的关键阶段——传统金融IT服务面临同质化竞争，而"AI+金融""数据要素+金 融"成为行业增长新引擎。高伟达选择此时成立专项事业部，并非临时决策，而是对行业趋势的主动响 应：通过整合技术资源聚焦创新业务，摆脱传统软件服务的增长瓶颈。此外，选择公众号官宣的方式， 既面向客户传递业务转型信号，也向市场释放"技术驱动"的品牌定位，为后续业务推广和合作伙伴招募 奠定基础，体现出公司对该事业部的战略重视程度。 在公司公众号的官宣中强调该部门新的"三大业务方向均为市场近期热点领域"，这一表述精准点明了新 事业部的业务定位逻辑。从行业热点来看，2025年金融科技领域的核心热点集中在三方面：一是稳定币 等区块链合 ...

转自：智通财经 【数字货币概念股午后异动 神州信息直线拉升涨停】智通财经8月25日电，数字货币概念股午后异动拉 升，神州信息直线涨停，高伟达涨超10%，金证股份、小商品城、中油资本、四方精创、长亮科技等跟 涨。 ...

格隆汇8月25日｜A股跨境支付板块拉升，其中，高伟达涨超11%，神州信息10CM涨停，电科数字涨超 6%，小商品城涨5%，天融信、艾融软件涨超4%，中油资本、信雅达、四方精创涨超3%。 ...

Core Viewpoint - The financial technology sector is experiencing significant growth, with the Huaxia Financial Technology ETF (516100) showing strong performance and attracting substantial capital inflows [3] Group 1: Market Performance - On August 22, major indices surged, with the Shanghai Composite Index breaking through 3800 points, driven by the chip sector [3] - The Huaxia Financial Technology ETF (516100) saw a 2.26% increase, with a cumulative rise of 10.87% over the past week, leading its sector [3] - The ETF has recorded a total capital inflow of 220 million yuan over the past four days [3] Group 2: Historical Performance of Huaxia Financial Technology ETF - Since its inception, the ETF's highest single-month return was 55.18%, with the longest consecutive monthly gains being three months and a maximum cumulative increase of 110.62% [3] - The average monthly return during rising months is 9.77%, and the annual profit percentage stands at 66.67% [3] - The probability of profitability over a three-year holding period is 80.37% [3] - Over the past six months, the ETF has outperformed its benchmark with an annualized return of 2.35%, ranking in the top third among comparable funds [3] Group 3: Top Holdings - The ETF closely tracks the CSI Financial Technology Theme Index, with the top ten weighted stocks accounting for 51.26% of the index [3] - The top ten stocks include Dongfang Wealth, Tonghuashun, Hengsheng Electronics, Runhe Software, and others, with varying weightings [5]

Group 1 - The innovation sector led the market with an increase of 3.12% [1] - Among the top performers, Yuntian Lifeng rose by 20.0%, while Gaoweida increased by 14.64% [1] - Haiguang Information saw a rise of 14.5%, and other companies like Pinggao Co., Sanwei Xinan, and Kechuang Information all experienced gains exceeding 10% [1]

22日早盘，大金融发力助力指数冲击3800点，金融科技再次急速拉升，中证金融科技主题指数涨超2%续刷历史纪录。截至发稿，指南针盘中涨超10%续创 历史新高，恒银科技涨停，高伟达大涨13%，财富趋势、同花顺、税友股份、拓尔思、大智慧、东方财富等多股均大涨超3%。 热门ETF方面，百亿金融科技ETF（159851）盘中急速拉升，场内价格冲高逾2%续刷上市高点，实时成交额超10亿元，环比放量明显，资金继续进场扫 货，实时净申购超3亿份！ | 分时 多日 1分 ▼ | | | | | | F9 盘前盘后 否加 九转 画线 丁具 ♡ (2 » | | | | | | | 金融科技ETF | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.996 | | | 159851[金融科技ETF] 11:11 价 0.991 涨跌 0.021(2.16%) | | | | 均价 | | 0 99 1 | +0.021 +2.16% | | | 159851 | | | ...

Market Overview - The A-share market opened high on August 21, with the Shanghai Composite Index reaching a new annual high, while the ChiNext Index rebounded after a dip. The total trading volume in the Shanghai and Shenzhen markets was 1.59 trillion yuan, an increase of 59.1 billion yuan compared to the previous trading day [1][2]. Index Performance - The performance of major indices was as follows: - Shanghai Composite Index: 3779.52 (+0.35%) - Shenzhen Component Index: 11980.08 (+0.45%) - ChiNext Index: 2613.08 (+0.21%) - CSI 300: 4301.71 (+0.71%) - CSI 500: 6739.87 (+0.18%) - CSI 1000: 7280.47 (-0.34%) - Total A-shares: 5986.11 (+0.26%) - The number of stocks that rose was 2522, while 2686 stocks fell [2]. Cryptocurrency Sector - The digital currency concept stocks surged, with the Wind Digital Currency Index rising by 3.61%. Notable stocks included: - New Morning Technology: +19.98% - Highgreat: +10.55% - Yuyin Co.: +10.05% - Sifang Chuangxin: +10.02% - Cuiwei Co.: +10.02% - Jingbeifang: +9.98% [3][4]. Hong Kong Market - Hong Kong cryptocurrency concept stocks also performed strongly, with Okex Chain rising over 9%. Other notable stocks included Guotai Junan International and New Fire Technology Holdings [5]. Cryptocurrency Market Trends - As of August 21, most cryptocurrencies saw an increase, with Bitcoin rising by 0.6% and Ethereum, SOL, and Dogecoin increasing by over 4%. In the past 24 hours, over 90,000 traders were liquidated, totaling $345 million, with more than 63% being short positions [5][6]. Upcoming Events - The Bitcoin Asia Summit will be held in Hong Kong on August 28-29, featuring Eric Trump as a keynote speaker. Bitcoin has increased by over 25% this year, with a recent pullback of approximately 6.5% from its peak of $124,000. The recent correction is viewed as a normal profit-taking behavior by investors [7]. Institutional Investment - The year has seen over $50 billion in net inflows into Bitcoin spot ETFs, with significant participation from institutional investors, including Harvard University's endowment fund [7].

Core Viewpoint - The cryptocurrency market is experiencing a significant upward trend, with most cryptocurrencies rising, which has positively impacted related stocks in the A-share and Hong Kong markets [1][6]. Market Performance - On August 21, A-shares opened higher, with the Shanghai Composite Index reaching a new high for the year. The total trading volume in the Shanghai and Shenzhen markets was 1.59 trillion yuan, an increase of 591 billion yuan compared to the previous trading day [1][2]. - The major indices showed mixed results, with the Shanghai Composite Index at 3779.52 (+0.35%), Shenzhen Component at 11980.08 (+0.45%), and ChiNext Index at 2613.08 (+0.21%) [2]. Cryptocurrency Sector - The digital currency concept stocks surged, with the Wind Digital Currency Index rising by 3.61%. Notable stocks included Xinchen Technology, which hit the daily limit, and several others like Gaoweida and Yuyin Shares also saw significant gains [3][5]. - The digital currency index reached 2859.29, up 3.61% from the previous close, with a trading volume of 497.24 billion yuan [4]. Cryptocurrency Prices - As of August 21, major cryptocurrencies showed positive performance: Bitcoin increased by 0.6%, Ethereum and SOL rose over 4%, and Dogecoin saw a rise of 5.24% [6][7]. - The total liquidation amount in the past 24 hours was approximately $345 million, with over 90,000 traders liquidated, indicating high market volatility [8][9]. Regulatory and Market Events - The Federal Reserve's July meeting minutes indicated that only two officials supported interest rate cuts, leading to a temporary drop in the dollar index [10]. - The Bitcoin Asia Summit is scheduled for August 28-29 in Hong Kong, featuring Eric Trump as a keynote speaker, which may attract further attention to the cryptocurrency market [10]. Investment Trends - Bitcoin has risen over 25% this year, with a recent pullback of about 6.5% from its peak near $124,000. The market correction is viewed as a normal profit-taking behavior [10]. - Institutional investments have surged, with over $50 billion net inflow into Bitcoin spot ETFs this year, indicating growing legitimacy and interest in the cryptocurrency market [10].

证券代码：300465 证券简称：高伟达 公告编号：2025-038 高伟达软件股份有限公司 关于子公司仲裁程序中止及银行账户冻结进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1. 案件所处的诉讼（仲裁）阶段：中止审理 2. 上市公司所处的当事人地位：被申请人 3. 涉案的金额：人民币 53,658,613.23 元 4. 对上市公司损益产生的影响：案件尚未结案，对公司本期利润 或期后利润的影响具有不确定性，暂时无法判断对公司损益产生的影 响。 一、本次仲裁程序中止事项的基本情况 高伟达软件股份有限公司（以下简称"公司"）全资子公司上海睿 民互联网科技有限公司（以下简称"上海睿民"或"被申请人"）于近日 收到贵阳仲裁委员会送达的决定书（筑仲决字〔2025〕0059-1 号）， 贵州银行股份有限公司（以下简称"申请人"）作为申请人，向贵阳仲 裁委员会申请中止审理本案。贵阳仲裁委员会经审查认为，申请人提 出的中止申请符合《仲裁规则》对中止仲裁的规定，故根据《贵阳仲 裁委员会仲裁规则》第七十条第一款第(四)项的规定，决定如下：中 止筑仲 ...