腾讯混元介绍，此次拓竹科技旗下模型平台 MakerWorld 接入腾讯混元 3D 生成模型，让入门级用户也能通过简单的文字、图片输入，快速生成高质量、可 打印的 3D 模型，极大简化建模流程，设计周期大幅缩短，定制响应速度实现质的飞跃。 IT之家从公开资料获悉，拓竹科技成立于 2020 年，总部位于中国深圳，在深圳和上海设立了研发中心。拓竹科技的第一款产品 ——X1 系列高速智能 3D 打 印机瞄准业内最强性能，在诸多关键性能上，实现了数量级上的进步，把多色彩打印、支持高性能工程塑料等工业级打印机技术带入消费级产品。 IT之家 11 月 24 日消息，今日，有媒体报道称，拓竹接近完成最新一轮融资，腾讯参投，公司估值或达 100 亿美元（IT之家注：现汇率约合 711.37 亿元人 民币）。拓竹科技回应 21 世纪经济报道记者查询时表示，该消息不属实。 今年 7 月 30 日，拓竹与腾讯云达成全面合作，旗下 3D 模型平台 MakerWorld 将全面接入腾讯混元 3D 生成模型。全面接入混元 3D 生成模型后，预计每月 调用量将突破 10 万次。 ...

当联合国气候变化框架公约》第三十次缔约方大会（COP30）在巴西贝伦落下帷幕，它所达成的"贝伦 一揽子成果"为全球气候治理注入了新的政治动力。而比纸面承诺更具活力的，是会场内外涌现的"青春 底色"——新生代正从气候议题的旁观者，转变为不可或缺的参与者。 应对气候变化未来需要新生代接棒。过去两周，COP30现场不乏青少年代表的参会身影，他们通过代表 团、教育项目、主题活动等多种形式深度参与气候议题 ，展现了年轻一代的担当。 为确保教育效果，韩阳表示，基金会会委托第三方独立评估，通过心理学量表等科学方法测量项目前后 青少年认知与行为的变化。据第三方报告显示，参与游戏化教育活动的青少年中，超过98%愿意再次参 加，男生的游戏沉迷得分显著降低，女生的自尊水平也有所提升。 尽管在跨文化沟通和多语言版本开发上仍面临挑战，但中国企业在游戏化气候教育领域的探索已初见成 效。在这场关乎未来的气候教育创新中，中国企业正用游戏这一特殊语言，与全球下一代建立连接，为 培育气候行动的"新生代"提供着独具特色的中国方案。 记好"碳账本"，绿色生活能"变现" 除了面向青少年的游戏化教育，本届COP30，中国企业在推动公众参与气候行动方面也 ...

11月24日，A股市场早盘高开回落，三大指数集体翻绿，截至午盘，沪指跌0.34%，深成指跌0.59%，创业板 指跌0.77%。沪深两市半日成交额1.03万亿，较上个交易日缩量3817亿。全市场超3200只个股上涨。 内地股票 | 行情 资金净流入 | | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3821.68 12463.79 | | 1375.73 | | -13.21 -0.34% -74.28 -0.59% -1.66 -0.12% | | | | 科创50 | 创业板指 | 万得全A | | 1280.64 | 2897.68 | 6017.14 | | -5.19 -0.40% -22.40 -0.77% -13.42 -0.22% | | | | 沪深300 | 中证500 | 中证A500 | | 4427.55 | 6804.37 | 5300.70 | | -26.06 -0.59% -13.04 -0.19% -25.29 -0.47% | | | | 中证1000 | 深证100 | 中证红利 | | 7071.44 | 5 ...

（文章来源：21世纪经济报道） 有媒体报道称，拓竹接近完成最新一轮融资，腾讯参投，公司估值或达100亿美元。拓竹科技回应表 示，该消息不属实。 ...

Core Viewpoint - The Hong Kong stock market is experiencing a strong performance, particularly among major internet companies, with significant gains observed in stocks like NetEase, Alibaba, and Kuaishou, driven by positive sentiment in the technology sector [1] Group 1: Market Performance - As of 10:50 AM, stocks such as NetEase-S, Alibaba-W, and Kuaishou-W have risen over 5%, while Tencent Holdings and Meituan-W have increased by more than 2% [1] - The Hang Seng Technology Index has risen by 2.2%, and the CSI Hong Kong Stock Connect Internet Index has increased by 2.4% [1] - The Hang Seng Technology ETF (513010) saw a net inflow of over 1.5 billion yuan last week, indicating strong investor interest [1] Group 2: Industry Outlook - Huatai Securities highlights that Hong Kong-listed companies in the AI narrative are primarily focused on domestic computing power, models, and applications, with future prospects linked to China's technological development [1] - The "14th Five-Year Plan" supports the theme of technological self-sufficiency, which is expected to be a medium to long-term focus [1] - Despite recent pullbacks in the Hong Kong technology sector, there remains potential for revaluation once liquidity conditions improve [1] Group 3: Valuation Metrics - The rolling price-to-earnings ratios for both the Hang Seng Technology Index and the CSI Hong Kong Stock Connect Internet Index are below 22 times, positioned at the 15% and 8% percentiles since the indices were launched [1] - Investors looking to capitalize on the Hong Kong technology sector can consider products like the Hang Seng Technology ETF (513010) and the Hong Kong Stock Connect Internet ETF (513040) for convenient exposure [1]

每经AI快讯，11月24日，港股科网股走强，网易(09999.HK)、快手(01024.HK)涨超5%，阿里巴巴 (09988.HK)涨4.5%，百度(09888.HK)、美团(03690.HK)涨3%，京东(09618.HK)涨2.3%，腾讯控股 (00700.HK)涨近2%。 ...

11月21日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回购金额（万 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | 港元） | （港元） | （港元） | （万港元） | | 00700 | 腾讯控股 | 104.20 | 63586.24 | 614.500 | 606.500 | 6350778.60 | | 01810 | 小米集团-W | 800.00 | 30334.68 | 38.040 | 37.640 | 234839.15 | | 09987 | 百胜中国 | 15.93 | 5927.47 | 375.600 | 369.200 | 215918.29 | | 06186 | 中国飞鹤 | 1230.00 | 5140.41 | 4.200 | 4.140 | 73522.42 | | 01024 | 快手-W | 75.00 | 4777.14 | 64.250 | 63.050 | 227807.27 | | 00669 | 创科实业 | 50.00 ...

每经AI快讯，11月24日，港股明星科网股多数走强，网易(09999.HK)涨超4%，快手(01024.HK)涨超 3%，百度(09888.HK)、腾讯控股(00700.HK)涨超2%。 ...

Accessible version Tencent Holdings Addressing key investor inbounds post 3Q25; reiterate sector top pick Reiterate Rating: BUY | PO: 780.00 HKD | Price: 641.00 HKD Balanced AI strategy on application and infra investment Tencent 3Q25 capex of RMB13bn came in below consensus, but mgmt clearly noted this was solely due to chip availability – in fact, Tencent leased additional computing resource in 3Q25 to support AI research and inference. Investors we talked to post results generally understand the dynamic ...

Summary of Key Points from Conference Call Records Industry Overview - **Industry Focus**: Media, Internet, and Education sectors are highlighted for 2026 strategies, with significant emphasis on AI-driven advancements and market dynamics [1][2]. Core Insights and Arguments Advertising Sector - **AI Impact**: AI has significantly improved advertising efficiency, with Tencent's advertising revenue growing by 20% year-over-year in Q2 and continuing to rise in Q3. Kuaishou has made notable progress in user profiling and targeted advertising, while Bilibili achieved over 20% growth through AI enhancements [6][4]. - **Competition**: Third-party programmatic advertising platforms like Huishuangzang Technology and Yidian Tianxia are gaining competitiveness, driving transformation in the advertising industry [1][5]. Gaming Industry - **Regulatory Environment**: The normalization of game license issuance ensures a steady supply of content, supported by a resilient consumer environment. Major companies like Century Huatong and Giant Network are expected to benefit from a concentrated release of new products [7][9]. - **Market Dynamics**: The gaming sector is projected to maintain a high level of activity, driven by product innovation and commercial efficiency. Key players include Tencent, Century Huatong, and Giant Network [14][9]. Instant Retail Market - **Market Growth**: The instant retail market is expected to reach 1.175 trillion yuan by 2026, with a year-on-year growth rate of 28%. Major players like Alibaba, Meituan, and JD.com are heavily investing in this space, although profitability is under pressure due to intense competition [11][8]. - **Consumer Trends**: The county-level market is emerging as a new growth point, supported by the increasing number of rural internet users and their consumption habits [11][10]. Autonomous Driving Sector - **Competitive Landscape**: The autonomous driving sector is entering a price competition phase, with companies like Xpeng and Li Auto differentiating themselves through chip technology and self-driving capabilities. This trend is expected to enhance user experience and drive further development in the electric vehicle industry [12][10]. Short Drama and AI Animation - **Market Expansion**: The short drama market is rapidly growing, with approximately 700 million users in China. The market share of Hongguo exceeds 50%, while companies like China Online and Kunlun Wanwei are performing well in overseas markets, particularly targeting the U.S. [18][1]. - **AI Animation Growth**: The supply of AI animation (dynamic comics) has surged, with a compound monthly growth rate of about 83% in the first half of the year, resulting in over 3,000 works produced and a revenue scale that has increased twelvefold [19][3]. Education Sector - **AI Integration**: AI is increasingly penetrating the education sector, with companies like Dou Shen Education expected to achieve full AI integration by 2026, with AI revenue accounting for 90% of total income. Fenbi Education's AI interview courses are projected to enhance profit margins significantly [20][21]. - **Valuation Appeal**: Dou Shen Education's valuation metrics, such as a PS ratio of around 7 and a PE ratio in the 30s, are considered attractive compared to other sectors, which often see PE ratios of 60-70 [21][20]. Additional Important Insights - **Consumer Resilience**: The macroeconomic environment is supporting consumer resilience, with trends like the "lipstick effect" maintaining consumption levels [9][8]. - **Content Supply Recovery**: The film and television sectors are experiencing a recovery in content supply, with stable growth in box office revenues and favorable policies aiding the industry [17][7]. This summary encapsulates the key points from the conference call records, providing a comprehensive overview of the current trends and future outlooks across various sectors.