| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688590 | 新致软件 | 19.06 | -3.98% | 7.03万 | 1.37亿 | | 300525 | 博思软件 | 14.22 | -3.92% | 39.36万 | 5.68亿 | | 300730 | 科创信息 | 13.72 | -3.72% | 10.15万 | 1.42亿 | | 300465 | 高伟达 | 22.05 | -3.46% | 26.61万 | 6.04亿 | | 300386 | 飞天诚信 | 16.72 | -2.85% | 5.93万 | 1.01亿 | | 300579 | 数字认证 | 30.30 | -2.76% | 3.47万 | 1.07亿 | | 688201 | 信安世纪 | 13.32 | -2.70% | 7.87万 | 1.06亿 | | 300663 | 科蓝软件 | 18.09 | -2.58% | 14.21万 | 2.61亿 | | 688489 | 三未信安 | 42. ...

格隆汇11月21日｜高伟达在互动平台表示，公司与蚂蚁数科自签署合作协议以来，双方一直秉持着互利 共赢的原则，在相关合作领域保持着紧密、积极的沟通。目前，合作项目正处于阶段性落地过程中。 ...

Investment Rating - The report suggests a positive investment outlook for the financial industry, highlighting its strong alignment with AI application and digital transformation needs [3][7]. Core Insights - The financial industry is identified as an ideal "testing ground" for AI applications due to its data-intensive nature and the increasing demand for digital transformation [1][7]. - The release of DeepSeek R1 in 2025 is anticipated to be a pivotal moment for local AI deployment in financial institutions, enhancing model reasoning capabilities and reducing costs [3][7]. - AI applications are rapidly penetrating core business areas and back-office functions within various financial institutions, with the potential to reshape business processes and organizational structures [3][7]. Summary by Sections Investment Recommendations - The report emphasizes the financial sector's need for digital transformation, which aligns well with the characteristics of large models in AI. It predicts a shift from "digital intelligence" to "artificial intelligence" in financial institutions [7]. - Key areas to focus on include: 1. Financial information services with relevant companies like Tonghuashun, Jiufang Zhitu Holdings, and Guiding Compass [8]. 2. Third-party payment services, particularly New大陆 and New国都, with related companies like Lakala [9]. 3. Bank IT, focusing on companies such as Yuxin Technology, Jingbeifang, and Guodian Yuntong [9]. 4. Securities IT, with a focus on companies like Hengsheng Electronics and Jinzhen Shares [10]. 5. Insurance IT, highlighting companies like Newzhisoft and Zhongke Soft [11]. Industry Drivers and Policy Support - The report discusses the strong internal and external drivers for AI application in finance, including the continuous expansion of IT spending by financial institutions and supportive government policies [14][25]. - The maturity of large model technology and its alignment with the financial industry's needs are emphasized, indicating a shift towards industry adaptation [14][18]. Technical Aspects - The report outlines two main technical paths for AI integration in finance: general models trained with financial data and specialized financial models [36]. - DeepSeek R1 is highlighted as a significant advancement in AI deployment for financial institutions, offering enhanced reasoning capabilities and cost efficiency [45][52]. - The report notes that the performance of DeepSeek R1 has improved significantly, with accuracy rates in complex reasoning tasks rising from 70% to 87.5% after updates [48]. Market Trends - The financial sector's technology investment is projected to grow significantly, with a total expected investment of 650 billion yuan by 2028, reflecting a compound annual growth rate of approximately 13.3% [25][31]. - The report indicates a notable increase in AI-related procurement projects within the financial sector, with 133 large model projects initiated in 2024 alone [27][35].

Group 1 - The core viewpoint is that the financial technology sector is experiencing significant growth, driven by banks' increasing investments in technology to enhance their competitive edge amid digital transformation challenges [1][2] - The China Securities Financial Technology Theme Index (930986) has risen by 1.52%, with notable increases in constituent stocks such as Xinghuan Technology (688031) up 11.31% and Geer Software (603232) up 10.00% [1] - Recent procurement signals from multiple banks indicate a strong demand for technology solutions, with some project bids exceeding 20 million yuan and service periods extending up to three years [1] Group 2 - Dongwu Securities highlights that the internet finance sector is focusing on short-term performance elasticity, while securities IT is paying attention to the demand for trusted computing [2] - The financial technology ETF index closely tracks the performance of the China Securities Financial Technology Theme Index, which reflects the overall performance of listed companies in the financial technology sector [2] - As of October 31, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index account for 54.41% of the index, indicating a concentration in key players such as Tonghuashun (300033) and Dongfang Caifu (300059) [2]

Group 1 - The core viewpoint of the article highlights a significant increase in stock prices for various AI application companies, indicating a bullish trend in the sector [1][2] Group 2 - Companies such as 360, Borui Data, Rongji Software, Inspur Software, and Suzhou Kodak reached their daily limit up, showcasing strong market performance [1] - Oriental Guoxin and Highwei Data saw their stock prices rise by over 10%, reflecting positive investor sentiment [1] - Other companies like Xinghuan Technology, Jiuqi Software, Foxit Software, and Nanwei Software also experienced notable gains, contributing to the overall upward trend in the AI application sector [1]

（文章来源：每日经济新闻） 每经AI快讯，11月17日，件开发板块震荡走强，格尔软件、三六零、直真科技涨停，高伟达涨超10%， 久其软件、星环科技、拓维信息、普元信息、赢时胜跟涨。 ...

11月17日，高伟达涨5.08%，截至发稿，报23.80元/股，成交3.02亿元，换手率2.90%，总市值105.61亿 元。 资料显示，高伟达软件股份有限公司位于北京市朝阳区霄云路28号院2号楼国樽赢地中心A座E层，成立 日期2003年4月11日，上市日期2015年5月28日，公司主营业务涉及向以银行、保险、证券等为主的金融 企业客户提供IT解决方案、IT运维服务以及系统集成服务。主营业务收入构成为：软件开发及服务 91.95%，系统集成及服务8.05%。 从高伟达十大流通股东角度 数据显示，华宝基金旗下1只基金位居高伟达十大流通股东。华宝中证金融科技主题ETF（159851）三 季度增持255.41万股，持有股数520.92万股，占流通股的比例为1.17%。根据测算，今日浮盈赚取约 599.06万元。 华宝中证金融科技主题ETF（159851）成立日期2021年3月4日，最新规模123.19亿。今年以来收益 15.31%，同类排名3204/4216；近一年收益3.9%，同类排名3618/3956；成立以来收益65.06%。 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 ...

Group 1 - Gao Weida's stock increased by 5.59%, reaching 22.46 CNY per share, with a trading volume of 225 million CNY and a turnover rate of 2.36%, resulting in a total market capitalization of 9.967 billion CNY [1] - Gao Weida Software Co., Ltd. is located in Chaoyang District, Beijing, and was established on April 11, 2003, with its listing date on May 28, 2015. The company primarily provides IT solutions, IT operation services, and system integration services to financial enterprises such as banks, insurance, and securities [1] - The main revenue composition of Gao Weida is 91.95% from software development and services, and 8.05% from system integration and services [1] Group 2 - Hua Bao Fund's Hua Bao Zhong Zheng Financial Technology Theme ETF (159851) is among the top ten circulating shareholders of Gao Weida, having increased its holdings by 2.5541 million shares in the third quarter, totaling 5.2092 million shares, which represents 1.17% of the circulating shares [2] - The estimated floating profit from this investment is approximately 6.1989 million CNY [2] - The Hua Bao Zhong Zheng Financial Technology Theme ETF was established on March 4, 2021, with a current scale of 12.319 billion CNY, yielding 17.44% this year, ranking 3055 out of 4216 in its category, and 2.49% over the past year, ranking 3540 out of 3937 [2] Group 3 - The fund managers of Hua Bao Zhong Zheng Financial Technology Theme ETF are Chen Jianhua and Cao Xucheng, with Chen having a cumulative tenure of 12 years and 329 days, managing assets totaling 27.702 billion CNY, achieving a best fund return of 176.75% during his tenure [3] - Cao Xucheng has a tenure of 175 days, managing assets of 35.182 billion CNY, with a best fund return of 88.17% during his tenure [3]

本所律师根据《股东会规则》第六条的要求，按照律师行业公认的业务标准、 北京市竞天公诚律师事务所（以下简称"本所"）受高伟达软件股份有限公 司（以下简称"高伟达"或"公司"）的委托，委派律师出席高伟达 2025 年第 二次临时股东大会（以下简称"本次股东大会"），并根据《中华人民共和国公 司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证 券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）等法律 法规、规范性文件及现行有效的《高伟达软件股份有限公司章程》（以下简称"《公 司章程》"）的有关规定，出具本法律意见书。 本所律师按照《股东会规则》的要求对高伟达本次股东大会的合法、合规、 真实、有效进行了充分的核查验证，保证本法律意见书不存在虚假、误导性陈述 及重大遗漏，并对本法律意见书的真实性、准确性、完整性承担相应的法律责任。 中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮政编码 100025 电话: (86-10) 5809-1000 传真: (86-10) 5809-1100 北京市竞天公诚律师事务所 2025 年第二次临时股东大会 之 法律意见书 致 ...

证券代码：300465 证券简称：高伟达 公告编号：2025-050 高伟达软件股份有限公司 2025 年第二次临时股东大会决议公告 特别提示： 1、本次股东大会未出现否决议案的情形； 2、本次股东大会不涉及变更以往股东大会决议； 3、本次股东大会采取现场表决和网络表决相结合的表决方式。 一、会议召开和出席情况 1、 现场会议召开时间：2025年11月10日（星期一）下午14:30 2、 网络投票时间：通过深圳证券交易所交易系统进行网络投票 的时间为2025年11月10日上午9:15-9:25，9:30到11:30，下午13:00到 15:00；通过深圳证券交易所互联网系统投票的具体时间为2025年11 月10日9:15至2025年11月10日15:00的任意时间。 3、 现场会议召开地点：北京市朝阳区霄云路28号院2号楼国樽 赢地中心A座E层会议室。 4、 会议召集人：公司董事会 5、 会议主持人：董事长于伟先生 6、 会议的召集、召开与表决程序符合《中华人民共和国公司法》、 《中华人民共和国证券法》、《深圳证券交易所创业板股票上市规则》、 《上市公司自律监管指引第2号——创业板上市公司规范运作》、《上 市 ...