被“自己人”点名的周鸿祎

Core Viewpoint - The article discusses allegations of financial fraud against 360's gaming business, initiated by former executive Yu Hong, who claims that the scale of the fraud is "at least tens of billions" and involves "all financial fraud" through methods like "self-recharge" to fabricate revenue [3][8][10]. Group 1: Allegations and Responses - Yu Hong, a former senior executive at 360, publicly accused Zhou Hongyi of financial fraud in the gaming sector, claiming he has data to support his allegations and will disclose it online [3][8]. - In response, 360 issued a statement denying the allegations, asserting that the company's financial data has been audited and that Yu Hong's claims are "malicious defamation" [4][10]. - The stock price of 360 dropped significantly following the allegations, with a 5.07% decline on December 16, resulting in a market value loss of approximately 4 billion yuan [10]. Group 2: Background of Yu Hong - Yu Hong was a senior vice president at 360 after the acquisition of his company, Quyou Group, in 2014, and he was involved in the gaming business before leaving in 2015 [11][12]. - After leaving 360, Yu Hong became active in the blockchain sector and was known for his influential role in a prominent blockchain community [12][13]. - Tensions between Yu Hong and Zhou Hongyi reportedly began in 2018, indicating a history of conflict that may have influenced the recent allegations [13]. Group 3: Historical Context of 360's Gaming Business - 360's gaming business has faced scrutiny in the past, including accusations of inflating revenue during its time on the U.S. stock market [15][17]. - The gaming segment has diminished in importance within 360's overall business strategy, now categorized under "Internet value-added services" [22][24]. - Financial performance data shows that the gaming business contributed only about 0.2% to the company's overall revenue from 2018 to 2024, indicating a significant decline [24][26]. Group 4: Current Business Structure and Future Outlook - 360's revenue structure has shifted, with the main business segments now being Internet services, digital security, and smart hardware, with gaming playing a minor role [26][28]. - The company is focusing on AI and robotics as new growth areas, but these investments are still in the development phase and exert pressure on profitability [28][30]. - The outcome of the allegations could significantly impact 360's ability to navigate its new business strategies and maintain stability moving forward [30].