Group 1: Market Overview - The Hang Seng Index opened high but closed down 384 points, or 1.44%, at 26,381 points, with significant selling pressure observed throughout the day [3][4] - The market saw a total turnover of 25.93 billion HKD, with net outflow from northbound trading amounting to 736.6 million HKD [3] Group 2: Company Performance - NIO's subsidiary GeniTech secured over 2.257 billion RMB in investment from Chinese investors, maintaining a 62.7% controlling stake post-transaction [12] - New World Department Store China reported a 3.93 times increase in interim profit to 15.327 million HKD, despite a 12.44% decrease in revenue to 536 million HKD [13] - Chow Tai Fook Jewelry Group announced a 15.26% increase in interim profit to 1.334 billion HKD, with revenue rising 5.9% to 12.827 billion HKD [14] - Baidu reported a 65.68% decrease in net profit to 1.782 billion RMB for the fourth quarter, with total revenue declining 4.06% to 32.74 billion RMB [15] Group 3: Industry Developments - Hong Kong Exchanges and Clearing is exploring the development of a multi-asset tokenization platform, contingent on technological capabilities and market demand [7] - The People's Bank of China issued a notice to enhance the management of RMB cross-border interbank financing, aiming to improve transparency and stability in offshore RMB liquidity [10] - The Hong Kong government plans to inject 10 billion HKD into the Hong Kong-Shenzhen Innovation and Technology Park and the New Territories Science Park to bolster public-private partnerships [9]

来源：格隆汇APP 格隆汇2月27日｜港股主要指数午后拉升，其中，恒生指数涨超1%，恒生科技指数涨近1%，国企指数 涨0.74%。恒生指数成分股中，新鸿基地产涨超6%领涨，药明生物涨超4%，石药集团、药明康德涨超 3%，网易、携程、腾讯、泡泡玛特、蒙牛乳业、中通快递涨超2%。 | 代码 | 名称 | | 涨跌幅 √ | 年初至今涨跌 | 总市值 | | --- | --- | --- | --- | --- | --- | | 00016 | 新鸿基地产 | (0) | 6.02% | 52.59% | 4187.29 Z | | 02269 | 药明生物 | | 4.81% | 27.61% | 1659.98亿 | | 01093 | 石药集团 | | 3.67% | 17.32% | 1139.57亿 | | 02359 | 药明康德 | | 3.04% | 20.36% | 3544.7 Z | | 099999 | 网易-S | | 2.74% | -16.22% | 5692.45 Z | | 09961 | 携程集团-S | | 2.60% | -25.85% | 2685亿 | | 00700 ...

俄罗斯方块的超进化？ 在过去几年里，出海无疑成为了中国手游行业的一大趋势。 根据中国音数协游戏工委发布的数据，2025年中国自主研发游戏在海外的收入约为205亿美元（人民币1416亿），手游贡献了约超185亿美元（人民币1278 亿）的收入。 其中，大部分出海手游厂商的目光都聚焦于SLG、射击、RPG等主流品类上，在创造了不少佳绩的同时，也将这些品类市场"卷"成了红海。 但实际上，关注度没那么高的休闲游戏赛道同样具有相当的潜力。这之中表现最为亮眼的，是一家看似平平无奇的国内游戏公司：Hungry Studio（北京迦 游）。 就在昨晚，据彭博社报道，腾讯正计划收购Hungry Studio的少数股权，目前处于谈判阶段。知情人士透露，这项投资已经历数月，可能很快就会最终落 地。 在笔者看来，能够引起腾讯收购意愿的，无疑是Hungry Studio旗下的爆款产品《Block Blast!》。而就在上个月（1月8日），这款产品才刚达成了7000万日 活、3亿月活的里程碑成绩。 比数据更引人注目的，是这款休闲手游的增长态势。与去年同期4000万日活、1.5亿月活的成绩相较，《Block Blast!》今年的两项数据都 ...

港股科网股持续走强，商汤(00020.HK)涨超7%，哔哩哔哩(09626.HK)涨超3%，腾讯控股(00700.HK)、 美团(03690.HK)等跟涨。 本文源自：金融界AI电报 ...

Core Viewpoint - The Hong Kong stock market shows a slight upward trend but remains weak overall, with the Hang Seng Index and Hang Seng Tech Index experiencing minor gains [1][2]. Company Performance - Baidu Group (HK09888) reported a total revenue of 129.1 billion yuan for 2025, with AI business revenue reaching 40 billion yuan; in Q4 2025, total revenue was 32.7 billion yuan, with AI business income accounting for 43% of general business revenue, exceeding market expectations [4]. - BeiGene (HK06160) achieved its first annual profit, with total revenue of 38.205 billion yuan, a year-on-year increase of 40.4%; product revenue reached 37.77 billion yuan, up 39.9%, driven by sales growth of drugs like Zebrutinib and Tislelizumab, with sales from licensed products from Amgen amounting to 3.471 billion yuan, a 33.6% increase [4]. - Tencent Holdings (HK00700) saw a slight rebound in early trading, with a gain of 1.07% [4]. Market Trends - Tencent's app, Tencent Yuanbao, re-entered the top 10 of the Apple App Store free app rankings, indicating a recovery in user demand post-Spring Festival [5]. - The technology sector stocks collectively rebounded, with Alibaba and JD.com showing slight increases, while the automotive sector weakened, with NIO dropping nearly 1% [5]. IPO Market Outlook - Multiple institutions express optimism regarding the Hong Kong IPO market for 2026, with UBS predicting a financing scale exceeding 300 billion HKD and around 150-200 listings [6]. - Huatai Securities estimates the main board IPO financing scale at approximately 310 billion HKD, with around 100 new companies [6]. - Deloitte forecasts about 160 new listings in the Hong Kong stock market, with a financing amount not less than 300 billion HKD [6]. - PwC anticipates around 150 new listings, with total fundraising between 320 billion to 350 billion HKD, potentially ranking among the top three globally [6]. - Analysts from China Merchants Securities note that the current valuation of the Hong Kong technology sector is at a historical low, suggesting it is undervalued in the context of the AI development and technology-driven growth era [6].

2月26日，开工第三天，腾讯元宝重回苹果应用商店榜单前10。春节AI"大战"流量过后，用户需求回归 真实场景，大年初八开工后，腾讯元宝在苹果应用商店免费App排行榜排名快速回升。 为进一步推进AI应用市场普及，抢夺"超级入口"，2026年春节期间，阿里、腾讯、字节等在AI领域投入 巨大。其中，腾讯元宝率先发起10亿元现金红包活动，并推出"元宝派"探索AI社交新"赛道"。千问投入 30亿元推出"春节请客计划"，主打"吃喝玩乐免单"，并在春节期间持续加码至超60亿元；字节豆包重金 拿下央视春晚的独家合作，同时送出超10万份科技好礼及现金红包，总价值远超10亿元。DataEye研究 院预估，元宝、豆包、千问三款AI产品，春节前后营销战预计共花费超100亿元。 从数据上看，在抢红包、免单优惠、春晚交互等玩法的驱动下，字节、阿里、腾讯三家公司产品的日 活、月活均创了新高。数据显示，腾讯元宝月活跃用户（MAU）达到1.14亿，日活跃用户（DAU）超 过 5000 万。巨大的营销投入进一步推动了AI应用的用户普及，但营销热闹及补贴过后，用户留存、真 实需求驱动下的用户持续增长，将成为各大AI应用厂商的共同挑战。 （文章来源 ...

除此之外，榜单尾部上榜厂商收入数据变化情况则呈现完全相反的趋势，包括Appxy、大华科技(SZ:002236) 、Easyroid以及哔哩哔哩(NASDAQ:BILI) 在 内的多个厂商上月海外收入皆有小幅增长。与此同时，旗下运营有《 Fachat 》、《 Lumi 》等视频交友应用的VeePro凭借连续以来的在海外收入端的稳定 表现也于近一年以来首度上榜。此外，上月排名有所上升的厂商还有畅读科技以及WEO Technology Limited。 依托互联网移动应用大数据平台"点点数据"（https://app.diandian.com/），点点出海基于App Store和Google Play两大应用市场，整理中国应用&游戏出海 厂商Top30收入榜，希望帮助从业者更好地了解移动应用出海领域的趋势和变化。 本文统计周期为2026年1月1日到2026年1月31日。 | | 1月中国非游戏厂商出海收入榜 | | | | | | --- | --- | --- | --- | --- | --- | | | 2026年1月1日-1月31日 | | | | app.diandian.com | | 排名 | 公司 ...

2月27日，昨日高开低走的港股三大指数高开反弹，恒指涨0.25%，国指涨0.04%，恒生科技指数涨 0.15%。大型科技股涨跌不一，生物医药股集体上涨，创新药概念方向领衔，汽车股、钢铁股、黄金股 多数上涨。连续调整的港股科技股今日早盘有所反弹，商汤-W涨超4%，腾讯控股涨近1.5%，中芯国 际、阿里巴巴-W等主要科技股悉数上涨。港股通互联网ETF基金（520910）现小幅微涨。截至2月26 日，港股通互联网ETF基金（520910）规模达6.64亿元，港股通互联网ETF基金（520910）近5个交易日 获资金净流入，累计"吸金"达3250万元。 公开资料显示，港股通互联网ETF基金（520910）跟踪中证港股通互联网指数，精准覆盖电商平台、内 容生态、社交媒体及软件服务等核心互联网领域，AI应用占比较高，与AI驱动互联网商业模式升级的 产业深化路径相契合，成分股中涵盖有望在后续AI加速渗透中持续受益的阿里巴巴、腾讯控股、美 团、快手等港股互联网龙头。 针对此轮港股回调，市场人士分析指出，背后主要推手是一种被称为"HALO交易"的配置策略——随着 人工智能技术加速迭代，市场正从过去追逐"可扩张的轻资产叙事"转向 ...

Core Viewpoint - TiMi Montréal studio, a significant part of Tencent's gaming strategy, has been reported to be closed, raising questions about the company's commitment to developing AAA games internationally [1][3][4]. Group 1: Studio Closure and Background - TiMi Montréal studio was established five years ago and attracted notable talent, including Ubisoft's creative director Ashraf Ismail, known for his work on major titles like Assassin's Creed [1][3]. - Despite having a strong talent pool, the studio has not released any original games, focusing instead on projects like Pokémon Unite and Call of Duty Mobile, leading to disappointment among players and employees [3][4]. Group 2: Market Environment and Strategic Decisions - The closure of TiMi Montréal reflects a broader trend among Chinese tech companies, including ByteDance and NetEase, which have also scaled back their overseas operations due to market challenges [4][5]. - The gaming market is evolving, with a shift towards casual games, making the development of AAA titles increasingly risky and costly, as evidenced by the financial struggles of various studios [7][8]. Group 3: Future Implications for Tencent - Tencent's strategy appears to be shifting towards leveraging established IPs for stable revenue rather than investing heavily in new studios, as seen in their collaborations with Ubisoft [8][10]. - The company is likely to focus more on AI and diversified business strategies, which may yield greater influence and recognition than solely relying on AAA game development [10][11]. Group 4: Conclusion on Studio Closures - The decision to close TiMi Montréal may be a temporary pause rather than a permanent retreat, as the company reassesses its strategy in light of changing market conditions and technological advancements [12][14].

每经AI快讯，Wind数据显示，2月26日，共16只港股获公司回购，4只个股回购金额超千万港元。其 中，小米集团-W、吉利汽车、极兔速递-W回购金额最大，分别获公司回购9999.68万港元、6311.77万 港元和1564.6万港元。截至2月26日，今年已有134只港股获公司回购，14只个股年内累计回购金额超亿 港元。其中，腾讯控股、小米集团-W、中通快递-W年内累计回购金额最大，分别获公司回购63.58亿港 元、38.32亿港元和32.69亿港元。 （文章来源：每日经济新闻） ...