近日，知名软件项目托管平台GitHub上，微信清理工具项目"WeChat Clean"在自述中表示项目已经"被 干掉"，引发关注。 据项目作者ellermister所说，"WeChat Clean"原本是个帮助用户分析微信存储空间并清理的小工具。但由 于在2026年1月，腾讯公司的法务团队动用了跨国律师团队，"通过DMCA向GitHub发起正式投诉"，因 此他被迫删除了平台上的相关代码。 他还介绍称，"WeChat Clean"原本的功能主要在于查看微信使用存储空间的用途、分析微信的缓存文 件、帮助用户理解微信如何"优化"存储空间，以及为什么微信自带的存储空间清理"不干净"，帮助用户 快速清理不必要的群消息和存储空间数据，保留历史有需要的联系人数据，并最终有效减小手机微信存 储空间。 关于制作该工具并公开发布的初衷，作者表示是自己的手机空间不够用，光微信就占了17GB，这让他 想搞清楚这些空间都被什么占了，并根据自己的需要写出一个简单的工具，清理不必要的缓存和群数 据，再顺便分享给有同样困扰的朋友们，"仅此而已"。 作者还反映称，腾讯方面的这次投诉一口气举报了30多个类似项目。鉴于GitHub官方让该项目作者 ...

新浪科技讯 1月20日晚间消息，微信官方账号"微信公开课"发布消息表示，2025年全球跨境与境外用户 使用小程序次数突破50亿次；微信小程序服务已覆盖全球100个国家和地区；微信跨境支付已覆盖78个 国家和地区，支持36个币种；2025下半年通过小程序完成的交易金额同比增长超7成。 官方表示，中国出境用户小程序交易金额同比增长60% ，用户画像显示，除年轻主力军外，35-55岁的 客群展现出巨大的消费潜力和决策力；场景上，交通出行小程序月均交易笔数增长140%+，餐饮服务增 长50%+，小程序服务已横跨108个细分行业。 区域上，马来西亚，新加坡，意大利，法国等多地增长迅速，马来西亚月均交易笔数激增90%+，新加 坡增长80%+，意大利月均交易金额更是实现了300%+的爆发式增长。 境外本地用户（Local Users）也越来越爱用小程序，交易金额同比增长70%，同时入境用户的小程序交 易金额同比增长50%。 针对境外支付，微信表示支持境外用户直接在小程序内使用Visa、Mastercard等国际信用卡及PayNow、 澳门中银等本地电子钱包支付。 此外，微信支付推出 "社交组队返现"（Social Reba ...

| 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 腾讯控股 | 14.11 乙 | 12.51 乙 | 26.62亿 | | HK 00700 | | | +1.60 乙 | | 同学 -- W | 12.87 亿 | 12.15亿 | 25.02亿 | | HK 09988 | | | +7256.78万 | | 中芯国际 | 6.971Z | 12.39 亿 | 19.36 亿 | | HK 00981 | | | -5.42 Z | | 小米集团-W | 8.551Z | 7.47 亿 | 16.03 亿 | | HK 01810 | | | +1.08 亿 | | 走可未营体 | | | 9.72亿 | | HK 01347 | 5.31亿 | | 4.41亿 +8980.93万 | | 泡泡玛特 HK 09992 | 4.69亿 | | 8.69亿 4.00亿 +6844.03万 | | 美团-W | 5.08亿 | 2.54亿 | 7.62亿 | | HK 03690 | | | +2.54亿 | | 中国人 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 26.62 亿元 | +1.60 亿元 | | 阿里巴巴-W(09988) | 25.02 亿元 | +7256.78 万元 | | 中芯国际(00981) | 19.36 亿元 | -5.42 亿元 | | 小米集团-W(01810) | 16.03 亿元 | +1.08 亿元 | | 华虹半导体(01347) | 9.72 亿元 | +8980.93 万元 | | 泡泡玛特(09992) | 8.69 亿元 | +6844.03 万元 | | 美团-W(03690) | 7.62 亿元 | +2.54 亿元 | | 中国人寿(02628) | 5.96 亿元 | +361.70 万元 | | 紫金矿业(02899) | 5.44 亿元 | -9642.35 万元 | | 洛阳钼业(03993) | 5.27 亿元 | -9799.12 万元 | | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 37.26 亿元 | +5. ...

Core Viewpoint - The article discusses the intense competition among major tech companies for "entry points" in the AI era, highlighting the need for a new type of "ticket" that encompasses model capabilities, infrastructure, and user interaction [6][7]. Group 1: ByteDance - ByteDance is identified as the first company to understand and implement the new structure of the "ticket," effectively becoming a "First Mover" in the AI era [9]. - ByteDance's model capabilities are underestimated; its models are primarily used internally and have undergone extensive real-world testing, processing over 50 trillion tokens daily [9][10]. - The company's "All-in-One" model strategy integrates various capabilities into a single foundational model, enhancing cross-modal understanding [9][10]. - The success of Doubao, which recently surpassed 100 million daily active users, indicates that chat remains a key entry point for super applications in the AI era [11]. Group 2: Alibaba - Alibaba possesses strong foundational capabilities in models and cloud services, holding over 35% of the AI cloud service market share in China [14][15]. - However, Alibaba lacks a compelling consumer-facing entry point akin to Doubao, which limits its ability to capture user engagement in the new interaction paradigm [14][15]. - The company aims to capture 80% of the future AI market, focusing on both traditional enterprise transformations and new AI-native businesses [15][16]. - Alibaba's challenge lies in breaking away from traditional business models to create a new, integrated commercial model that delivers user value effectively [16]. Group 3: Tencent - Tencent's position is more complex, as it holds the influential WeChat platform but struggles to adapt to the AI era's demands [18][21]. - The company is currently in a catch-up position regarding model capabilities and infrastructure, which limits its competitive edge [21][22]. - WeChat, while a significant asset, may not serve as an effective AI-native entry point due to its inherent privacy and user expectation constraints [21][22]. - Tencent's approach appears cautious, focusing on cost reduction and efficiency rather than groundbreaking innovation, raising questions about its future adaptability in the AI landscape [21][22]. Group 4: Industry Dynamics - The competition has evolved from merely possessing large models to understanding how to deliver user value in the AI era [24]. - The market potential driven by AI is projected to exceed ten times the existing IT budget, indicating a significant shift in productivity and resource allocation [24]. - The article emphasizes that the battle is no longer about individual apps but rather about interaction paradigms, fulfillment capabilities, and system integration [24].

据统计，南下资金已连续10日净买入腾讯，共计106.2116亿港元；连续7日净买入阿里，共计47.5655亿 港元；连续4日净买入华虹半导体，共计13.3901亿港元；连续3日净买入小米，共计14.2914亿港元；连 续12日净卖出中国移动，共计92.9936亿港元。(格隆汇) | ·100 | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 潔跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交割 | | 腾讯控股 | -1.5% | 5.03 | 37.26 Z | 腾讯控股 | -1.5% | 1.60 | 26.62 Z | | 小米斯因-W | -2.7% | 2.87 | 30.51亿 | 阿里巴-W | -0.4% | 0.73 | 25.02 Z | | 阿里巴巴-W | -0.4% | -0.06 | 23.91 亿 | 中心国际 | -3.3% | -5.42 | 19.36 Z | | 泡泡母特 | 9.1% | 2.79 | 21.78 Z ...

智通财经APP获悉，1月20日港股市场，北水成交净买入36.63亿港元，其中港股通(沪)成交净买入34.44亿港元，港股通 (深)成交净买入2.18亿港元。 北水净买入最多的个股是腾讯(00700)、美团-W(03690)、小米集团-W(01810)。北水净卖出最多的个股是中芯国际 (00981)、中国移动(00941)、洛阳钼业(03993)。 芯片股再现分化，华虹半导体(01347)获净买入2.45亿港元，而中芯国际(00981)遭净卖出7.17亿港元。消息面上，开源证券 发布研报称，台积电发布超预期指引，将2026年资本开支大幅上调至520-560亿美元，印证AI驱动的长期需求。DRAM价 格持续上涨，DDR4部分型号周涨幅超12%，美光指出AI需求占比已快速提升至DRAM市场的50-60%，供给紧张或延续至 2028年。 长飞光纤光缆(06869)获净买入1.54亿港元。消息面上，根据光电通信公众号数据显示，G.652.D光纤市场平均价连续两个 季度上涨，价格回暖态势明显。甬兴证券发布研报称，2025年第四季度长期作为市场主流的G.652.D普通光纤出现显著的 价格上涨与供应紧张，且部分大厂库存已无法 ...

Core Viewpoint - The article emphasizes the integration of advanced technologies like AI to revitalize cultural heritage and enhance public engagement with historical narratives and experiences [2][56]. Group 1: Cultural Revitalization through Technology - The initiative aims to create immersive experiences that allow users to interact with cultural heritage, such as AI-generated historical narratives and personalized experiences [2][5]. - The "NextGen" plan by Tencent focuses on leveraging cutting-edge technologies to address the challenges of cultural heritage revitalization, aiming to create new forms of expression and engagement [5][56]. Group 2: Specific Topics and Challenges - The program identifies three main topics for innovation: 1. Development of multi-modal intelligent agents for cultural content generation [5]. 2. Creation of immersive interactive experiences that combine sensory data and emotional computing [6]. 3. Human-machine collaboration for the transmission and development of traditional crafts through digital means [7]. Group 3: Specific Cultural Scenarios - Five specific cultural scenarios have been outlined for technological application: 1. "Cloud Residence Intelligent Companion" for enhancing public understanding of historical texts [8][9]. 2. "Hangzhou West Lake Experience" focusing on personalized immersive tourism experiences [15][16]. 3. "Dawenkou Culture Interactive Experience" to facilitate understanding of ancient pottery techniques [19]. 4. "Bridge Wisdom Transmission" for teaching traditional wooden bridge construction techniques [29]. 5. "Cantonese Lion Dance Digital Activation" to enhance interaction and experience in traditional performances [36]. Group 4: Collaboration and Support - The initiative invites global technology teams to collaborate with cultural institutions to propose innovative solutions, with funding and resources available for selected projects [43][52]. - The project will undergo a structured process from proposal submission to implementation, ensuring thorough evaluation and support [48][50].

蓝筹股方面，腾讯控股跌1.48%，收报601港元；香港交易所跌1.11%，收报427港元；中国移动无升 跌，收报79.3港元；汇丰控股涨1.1%，收报128.4港元。 新华社香港1月20日电 香港恒生指数20日跌76.39点，跌幅0.29%，收报26487.51点。全日主板成交 2377.66亿港元。 国企指数跌39.69点，收报9094.76点，跌幅0.43%。恒生科技指数跌66.54点，收报5683.44点，跌幅 1.16%。 中资金融股方面，中国银行跌0.45%，收报4.47港元；建设银行跌0.51%，收报7.76港元；工商银行跌 0.47%，收报6.31港元；中国平安涨0.88%，收报69港元；中国人寿涨4.31%，收报33.4港元。 香港本地股方面，长实集团涨0.74%，收报43.34港元；新鸿基地产跌0.99%，收报110.2港元；恒基地产 涨0.52%，收报31.12港元。 石油石化股方面，中国石油化工股份跌0.61%，收报4.92港元；中国石油股份跌0.12%，收报8.21港元； 中国海洋石油跌1.74%，收报21.52港元。 【纠错】 【责任编辑:赵阳】 ...

Investment Rating - The report maintains a "Buy" rating for Tencent with a target price of 792 HKD [6][5][28] Core Insights - Tencent's revenue for Q4 2025 is expected to grow by 13% year-on-year, with adjusted net profit projected to increase by 16% to 643 billion RMB [1] - Key growth drivers include the launch of multiple new games, improved advertising efficiency through AI, and enhanced support for AI mini-programs on WeChat [1][3][4] - The gaming segment is anticipated to see a 16% increase in revenue, while advertising revenue is expected to rise by 20% [2][4] Summary by Relevant Sections Gaming Business - Tencent's gaming revenue for Q4 is projected to grow by 16%, with the new game "Counter-Strike: Future" expected to generate 35-70 billion RMB in its first year [2][12] - The game fills a gap in Tencent's PVE shooting game offerings and has already achieved over 10 million players shortly after launch [2][12][16] Financial Technology - Financial technology revenue is expected to grow by 9%, driven by a slowdown in social retail growth [3] - AI mini-programs are anticipated to enhance e-commerce and local services, with significant growth expected in 2026 [3][19] Advertising Revenue - Advertising revenue is projected to increase by 20%, driven by budget increases from long-tail advertisers and efficiency improvements from AI [4] - WeChat's advertising capabilities are evolving, with new features aimed at enhancing social commerce [4][19] Profit Forecast and Valuation - Revenue forecasts for Tencent have been slightly adjusted downwards for 2025-2027, with adjusted net profit estimates also revised [5][24] - The target price of 792 HKD corresponds to a PE ratio of 21.6 for 2026, reflecting a slight decrease from previous estimates [5][28][30]