微信为电商业务释放出"增长"信号，但依然没有给出最关键的规模答案。 在具体产品形态上，去年底推出、被外界称为"微信蓝包"的"送礼物"功能，依然是本次公开课的重点之一。微信相关负责人介绍，目前"送礼物"已出现在朋 友圈广告、小店页面等多个场景中，并设有专门的礼物专区。不过从用户体验看，其入口依然较为隐蔽，需要在搜索框中输入"礼物"才能较快找到。 类似的情况也出现在小店的整体电商入口设计上。无论是查看订单、购物车，还是进入已收藏的小店，都需要从"我"页面进入"订单与卡包"；搜索商品时， 也需要在搜索框中切换到"商品"选项。 在资本市场和行业高度关注的背景下，微信再次为电商业务释放出"增长"信号，但依然没有给出最关键的规模答案。 1月15日，微信公开课在广州召开。会上，微信公布了多项与微信小店相关的运营数据，但并未披露外界最关注的微信小店的整体GMV（商品交易总额）规 模。 从官方披露的数据看，微信小店仍处在高速增长阶段。2025年，微信小店品牌带货GMV（商品交易总额）的增速达到平台整体的4.3倍，GPM（千次观看成 交金额）同比增长1.5倍，月均动销商家数增长1.7倍；用户结构上，一线和新一线城市用户占比为32 ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 44.51 亿元 | +1.86 亿元 | | 腾讯控股(00700) | 17.26 亿元 | -2042.91 万元 | | 小米集团-W(01810) | 14.74 亿元 | -4.91 亿元 | | 中芯国际(00981) | 13.37 亿元 | -1.76 亿元 | | 晶泰控股(02228) | 12.72 亿元 | +6963.34 万元 | | 中国海洋石油(00883) | 11.74 亿元 | +3.00 亿元 | | 阿里健康(00241) | 10.67 亿元 | -7185.27 万元 | | 中国人寿(02628) | 9.29 亿元 | -3.37 亿元 | | 美团-W(03690) | 7.07 亿元 | +1.28 亿元 | | 中国平安(02318) | 6.76 亿元 | -2.72 亿元 | 智通财经APP获悉，2026年1月15日当天，阿里巴巴-W(09988)、腾讯控股(00700)、中芯国际(00981)位 ...

港股通(深)活跃成交股 阿里巴巴-W(09988)获净买入19.76亿港元。消息面上，1月15日，阿里巴巴召开千问App发布会，宣布全 面接入淘宝、支付宝、飞猪、高德等生态场景，在全球范围内率先实现从点外卖到订机票的AI购物功 能闭环。此次更新的核心是系统级打通，架构基于Agent的深度整合，而非简单的API调用。 腾讯(00700)获净买入6.42亿港元。消息面上，中金发布研报称，看好腾讯游戏、广告、金融与企业服务 主营业务维持高质量增长，以及正加速在AI领域布局，预期今年游戏收入增长获支持，广告收入增长 有望跑处市场表现，视频号及小程序等生态产品深入协同推动，AI技术提升经营效率，用户忠诚度将 提升，目前预测去年第四季金融科技及企业服务收入可按年增长10%。 北水加仓芯片股。中芯国际(00981)、华虹半导体(01347)分别获净买入1.8亿、1.14亿港元。消息面上， 台积电公布第四季度财报。财报显示，在人工智能芯片强劲需求的推动下，台积电第四季度利润增长了 35%，超出预期并创下新高，并且这是台积电连续第八个季度实现利润同比增长。在该季度，尺寸为7 纳米或更小的先进芯片占台积电晶圆总收入的77%。台积 ...

格隆汇1月15日丨腾讯控股(00700.HK)发布公告，2026年1月15日耗资6.36亿港元回购101.7万股，回购价 格每股619-632港元。 ...

腾讯控股(00700)发布公告，于2026年1月15日该公司斥资6.36亿港元回购101.7万股，回购价格为每股 619-632港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 騰訊控股有限公司 呈交日期： 2026年1月15日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00700 | 說明 | | | | | | | | 多櫃檯證券代號 | 80700 | RMB 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變 ...

1月15日，港股三大指数集体收跌，并且止步4连升行情。恒生科技指数一度大跌至2%，最终收跌1.35%，恒生指数、国企指数分别 下跌0.28%及0.52%，恒指最新报26923点。 | 代码 名称 | 最新价 涨跌额 涨跌幅 ^ | | --- | --- | | 800700 恒生科技指数 | 5828.35 -79.91 -1.35% | | 800100 国企指数 | 9266.86 -48.70 -0.52% | | 900000 同年毕业 2602362 7610 00204 | | 盘面上，AI应用相关概念股集体低迷，AI医疗概念股跌幅较大，其中阿里健康跌近8%；手游股、纸业股、影视股、中资券商股、 煤炭股、餐饮股、军工股纷纷下跌。另一方面，半导体巨头台积电第四季度净利润飙升35%，港股半导体午后闻声上涨，权重股中 芯国际涨近2%，政策红利继续释放，内房股集体冲高，锂电池股继续上涨，中创新航实现6连升。 | | | 电讯服务 | 能源储存装 | 地产发展商 +1.99% | 生物技术 -0.37% | | 药品 -0.63% | | --- | --- | --- | --- | --- | --- ...

腾讯表示，2026年视频号会进一步升级原生短剧能力、用户追剧体验和平台推荐效率。同时会升级激励 政策，针对爆款剧目进行最多135%收益的激励。 新京报贝壳财经讯（记者韦英姿）1月15日，在2026微信公开课PRO上，腾讯宣布，2025年，微信生态 短剧主体增长超31%，收入破千万的公司超90家。其中真人短剧数量近30万，漫剧上架增长3380%。 ...

Group 1: Market Overview - The global large model market is expected to reach $206.5 billion by 2029, with a CAGR of 80.7% from 2024 to 2029, driven by the iteration of large models and increased AI application penetration [1] - The large model application market is projected to be the main growth driver, with an estimated market size of $151.5 billion by 2029, reflecting a compound annual growth rate (CAGR) of 84.4% during the same period [1] Group 2: AI General Assistants - The AI general assistant sector is anticipated to see leading companies continue to consolidate the market, with OpenAI, Anthropic, Google, and xAI forming a first tier in overseas markets [2] - In the Chinese market, ByteDance, Tencent, Alibaba, and DeepSeek are expected to form a first tier, while smaller firms like Kimi and Minimax may face disadvantages in infrastructure and traffic acquisition as competition intensifies [2] - As of December 2025, active users for ByteDance's Doubao, DeepSeek, and Tencent's Yuanbao are projected to reach 155 million, 82 million, and 21 million respectively [2] Group 3: AI Entertainment Companions - The AI companionship applications are still in the early development stage, with rapid improvements in large model text and multimodal capabilities driving user penetration and consumption [3] - By 2030, the penetration rate of AI companionship applications among global internet users is expected to exceed 40%, with a projected annual revenue of approximately $70 billion, representing a CAGR of 200% from 2023 to 2030 [3] - Leading AI companionship applications include Character AI, Minimax Talkie AI, and ByteDance's Cat Box, with MAUs expected to reach 3.09 million, 2.35 million, and 470,000 respectively by December 2025 [3] Group 4: AI Visual Generation - The global AI visual generation application market is projected to reach $16.6 billion by 2027, with a CAGR of 66% from 2025 to 2027 [4] - Companies with leading model capabilities, product capabilities, and financial resources, such as Google Veo and Kuaishou's Keling, are expected to perform well in this sector [4] - Kuaishou's Keling AI is set to experience several catalysts, including the launch of new features and a revenue breakthrough of $20 million in December 2025, corresponding to an ARR of $240 million [4] Group 5: Minimax Valuation - Minimax completed its public offering in Hong Kong in January, increasing market attention on the AI application sector [5] - As of January 12, Minimax's valuation corresponds to approximately 222 times its estimated ARR for 2025 [5] - Kuaishou's Keling is conservatively estimated to have a valuation of $2.8 billion to $5.6 billion, representing about 6% to 18% of Kuaishou's market value, with a valuation discount of 70-90% compared to Minimax [5]

Core Insights - Artificial intelligence (AI) is a strategic technology driving a new wave of technological revolution and industrial transformation, significantly altering human production and lifestyle [1] - Shenzhen is positioning itself as a leading AI hub by creating an environment that supports comprehensive AI development, including supply chain efficiency, open application scenarios, and robust industrial ecosystems [1][3] Group 1: AI Ecosystem in Shenzhen - Shenzhen has over 2,600 AI companies, forming a tiered development structure led by major players like Tencent and Huawei, along with more than 10 AI unicorns and 34 listed robotics companies [3] - The city is focused on "chain supplementation" to address pain points in the transition from concept to product in the smart terminal sector, establishing a national AI application pilot base [3] - The "Moli Ying" AI ecosystem community in Nanshan is a leading incubator in China, providing comprehensive services to nearly 200 resident companies with a total valuation exceeding 20 billion [4] Group 2: Support for Startups - Shenzhen's policies are designed to support entrepreneurs with low-cost office spaces and a multi-tiered housing system, allowing talent to settle and thrive in the city [7] - The city has launched various funding initiatives, including a 500 billion yuan venture capital fund and specific grants for AI research and development, to facilitate the growth of startups [9] - Shenzhen's market cultivation system supports companies from inception to public listing, with an average time of 13.35 years for startups to become listed companies, which is faster than the national average [10] Group 3: Talent Development - Shenzhen is cultivating high-end, interdisciplinary talent through institutions like the Hong Kong University (Shenzhen) AI Academy, emphasizing practical training in design thinking and system engineering [8] - The city has attracted 220,000 returnees and 26,500 high-level talents, with a significant number of scholars recognized among the top 2% globally [8] Group 4: Innovation and Commercialization - Startups in Shenzhen are rapidly moving from technical prototypes to commercial markets, with notable success stories emerging from the "Moli Ying" community [5][6] - The city has established a mechanism for seamless integration of technology validation and commercialization, with nearly 300 high-value application scenarios available for enterprises [9]