2月25日，昆仑万维（维权）跌6.98%，成交额78.11亿元。两融数据显示，当日昆仑万维获融资买入额 9.60亿元，融资偿还9.46亿元，融资净买入1447.99万元。截至2月25日，昆仑万维融资融券余额合计 45.50亿元。 融资方面，昆仑万维当日融资买入9.60亿元。当前融资余额45.36亿元，占流通市值的6.17%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，昆仑万维2月25日融券偿还2.88万股，融券卖出7900.00股，按当日收盘价计算，卖出金额 46.29万元；融券余量23.87万股，融券余额1399.07万元，超过近一年90%分位水平，处于高位。 资料显示，昆仑万维科技股份有限公司位于北京市东城区西总布胡同46号明阳国际中心B座，成立日期 2008年3月27日，上市日期2015年1月21日，公司主营业务涉及综合性互联网增值服务;新能源投资业 务。主营业务收入构成为：网络广告业务38.37%，Opera搜索业务18.51%，短剧平台业务15.61%，海外 社交网络业务13.92%，游戏业务6.40%，闲徕社交娱乐平台业务4.27%，AI软件技术业务1.75%，其他业 务1.16%。 ...

英伟达2025财年全年营收增长68%，达到创纪录的1937亿美元。在此前的两年间，英伟达每个季度的营收表现都超过了华尔街的预期。 | | GAAP | | | | | --- | --- | --- | --- | --- | | ($ in millions, except earnings per share) | Q4 FY26 | Q3 FY26 | Q4 FY25 | Q/Q | | Revenue | $68.127 | $57,006 | $39,331 | 20 % | | Gross margin | 75.0 % | 73.4 % | 73.0 % | 1.6 pts | | Operating expenses | $6,794 | $5,839 | $4.689 | 16 % | | Operating income | $44.299 | $36,010 | $24.034 | 23 % | | Net income | $42,960 | $31.910 | $22.091 | 35 % | | Diluted earnings per share | $1.76 | $1.30 ...

2月26日，英伟达四季度营收681亿美元，同比增长73%，市场预期为656.84亿美元，上年同期为393.31 亿美元；数据中心营收为623亿美元，市场预期为606.2亿美元，上年同期为355.8亿美元；四季度网络营 收109.8亿美元，分析师预期90.2亿美元；四季度游戏营收37亿美元，分析师预期40.1亿美元。英伟达预 计第一财季营收764.4亿-795.6亿美元，市场预估727.8亿美元。 ...

智通财经APP获悉，里昂发布研报称，预期腾讯控股(00700)2026年的游戏业务将保持双位数增长，广告 业务增长约20%，重申公司"高度确信跑赢大市"评级。该行预期腾讯去年第四季业绩稳固，预计季度总 收入同比增13.5%至1,957亿元人民币，经调整EBIT则预计升20.6%至718亿元人民币。该行相信，线上 游戏业务可能为公司带来惊喜。 ...

Core Viewpoint - Daiwa has downgraded Tencent Holdings' revenue forecast for the last quarter due to weak overall performance, particularly in the gaming sector, while maintaining a "Buy" rating but lowering the target price from HKD 750 to HKD 725 [1] Group 1: Revenue Performance - Tencent's local gaming business revenue for the last quarter is estimated to be RMB 37.3 billion, reflecting a year-on-year growth of 12% but a quarter-on-quarter decline of 13% [1] - The slowdown in domestic gaming revenue is attributed to seasonal factors and a high base effect from the previous year [1] Group 2: Future Projections - Daiwa has revised its earnings per share estimates for Tencent for 2026 to 2027 down by 1% to 2% [1] - The international gaming business, after an exceptionally strong performance in the third quarter, is expected to stabilize [1] Group 3: Operational Costs - The recruitment of AI talent and the costs associated with GPU leasing are anticipated to exert upward pressure on operating expenses [1]

Core Viewpoint - The report from Huaxin Securities highlights the potential of Shunwang Technology's AI in enhancing its core digital marketing advertising business, which is expected to significantly contribute to revenue growth in the coming years [1] Group 1: Revenue Contribution - The company's main revenue sources include digital marketing advertising, gaming, and exhibition businesses, with digital marketing advertising expected to account for 79.23% of revenue in the first half of 2025, while gaming revenue is projected to be 20.6% [1] - The digital marketing advertising business utilizes big data analysis to implement a "one-to-one" advertising push model, significantly improving advertising conversion efficiency [1] Group 2: Strategic Partnerships - The company maintains a daily business cooperation with Douyin in the internet advertising promotion sector, with Douyin being the "official content cooperation platform" for ChinaJoy and its associated events [1] - The integration of esports and AI is aimed at building a smart ecosystem that promotes the commercialization of edge computing [1] Group 3: Future Outlook - The digital marketing advertising business, empowered by AI, remains promising, with new gaming products expected to be launched in 2026 [1] - The ongoing development of the esports and AI integration is anticipated to further enhance the smart ecosystem [1]

截至本公告日，蔡俊权累计质押股数为3366万股，占其所持股份比例为64.0399%。蔡俊淞累计质押股 数为752万股，占其所持股份比例约为68.85%。蔡锦贤累计质押股数为220万股，占其所持股份比例约 为59.18%。 每经头条（nbdtoutiao）——海南封关首日直击：为中国探路，全球最大自贸港如何重塑开放边界？ （记者 王晓波） 每经AI快讯，实丰文化（SZ 002862，收盘价：20.59元）12月19日晚间发布公告称，公司近日接到控股 股东蔡俊权先生的函告，获悉其所持有本公司的部分股份办理了质押登记手续，本次质押340万股。公 司近日接到公司控股股东之一致行动人蔡俊淞先生的函告，获悉其所持有本公司的股份办理了部分解除 质押登记手续，本次解除质押340万股。 2025年1至6月份，实丰文化的营业收入构成为：玩具自产业务占比47.93%，游戏业务占比35.58%，玩 具贸易业务占比11.65%，光伏业务占比4.69%，其他业务占比0.15%。 截至发稿，实丰文化市值为35亿元。 ...

Group 1 - Tencent Holdings has achieved solid results in advertising and gaming through AI technology and category expansion, with the advertising business expected to maintain strong growth momentum due to continuous iterations of AI technology and the proliferation of systems like AIM+ [1] - Tencent Cloud has made initial progress in international markets, opening services in 22 physical regions and 64 availability zones globally, with over 3,200 global acceleration nodes [1] - Southeast Asia is identified as a key focus area for Tencent Cloud over the next 3-5 years, driven by stable energy and power supply, with Thailand and Indonesia being primary infrastructure targets [1] Group 2 - Tencent has established a comprehensive AI strategy, enhancing talent acquisition to accelerate AI integration into its business model [2] - The company maintains its profit forecast, projecting revenues of 752.4 billion and 827.8 billion yuan for 2025 and 2026, respectively, with adjusted net profits expected to be 258.6 billion and 295.3 billion yuan [3] - The estimated fair value based on the latest share capital is 754.73 HKD per share for 2026 [3]

12月16日，三六零(601360.SH)遭遇前高管实名指控，原360高级副总裁、XMAX创始人玉红公开称公 司"做假账几十亿"。 周鸿祎社交平台评论区已出现大量投资者问询。受此消息影响，三六零股价当日收盘下跌5.07%。 最新消息，当天下午，360集团发布了《关于玉红恶意诋毁360集团创始人周鸿祎先生的严正声明》 。 随后，周鸿祎也发布了该声明。 证券部否认造假称暂无调查时间表，周鸿祎评论区涌入投资者 12月16日下午，新黄河记者以投资者身份致电三六零证券部。针对玉红的指控，工作人员明确表 示："公司没有财务造假。"他表示相关事项正在调查中。对于公司是否会发布澄清公告、何时能出具详 细调查结果，工作人员未给出确切时间。三六零是否已采取报案或发送律师函等法律手段?截至发稿， 证券部未提供具体的法律维权信息。 围绕爆料中提到的"游戏收入自充值"等细节，证券部工作人员回应称，包括游戏业务在内的财报内容均 经过严格审计。 此次争议事件始于12月15日深夜。根据网络流传的微信朋友圈和社群聊天记录，玉红公开发文向周鸿祎 喊话。 玉红在截图中指控，"帮周鸿祎做假账游戏收入就至少几十亿"。他具体提到了"自充值"，暗示公司通 ...

Core Viewpoint - The company, 360, issued a clarification regarding false claims made by a former executive about financial misconduct in its gaming business, emphasizing that it adheres to accounting standards and has no history of financial fraud [1][3][4]. Group 1: Company Background - The individual spreading false claims was previously the head of GameWave, a company acquired by Qihoo 360 Technology Co. Ltd., the former U.S. listed entity of 360 [3]. - This individual worked at Qihoo 360 from 2014 until leaving for personal reasons in 2015 and never held a core management position in the A-share listed company [3]. Group 2: Financial Performance - From 2018 to 2024, GameWave's average annual business revenue was approximately 20 million yuan, accounting for about 0.2% of the company's average annual revenue during that period [3]. - The company confirmed that its revenue recognition in the gaming business complies with accounting standards and has been audited with standard unqualified opinions, indicating no financial fraud [3]. Group 3: Legal Actions - The company plans to take legal action against those spreading false information to protect its reputation and the interests of its investors [4].