智通财经APP获悉，随着股市飙升与科技突破吸引全球资本回流，国际资管机构正重新审视中国市场的 投资价值。 高盛近期在一份报告中表示，上月全球对冲基金在A股市场的活跃度创下近年新高，这与2021年部分客 户宣称中国市场"不可投资"的情形形成鲜明对比。太平洋投资管理公司指出，如今投资者更担心错失机 会，而非纠结于风险。官方数据显示，外资正全面流入中国各类资产，这种协同增长态势在过去10年仅 出现过3次。 种种迹象表明，曾因长期监管整顿与房地产危机恶化而遭全球投资者冷落的中国市场正迎来转机。今年 以来A股2.7万亿美元的反弹行情彰显出难以忽视的吸引力，且全球基金对中国资产仍处于低配状态，意 味着未来增配空间广阔。 富达国际投资组合经理Joseph Zhang目前正持续增持中国资产，他表示："全球投资者对中国资产的兴趣 明显升温。今年的特别之处在于，中国资产重估不再是政策驱动下的狂热行情，而是由基本面改善所推 动，投资者信心有望进一步增强。" 这与2021年市场见顶后的悲观时期形成巨大反差——当时部分资产管理公司认为投资中国得不偿失。如 今，在人工智能(AI)领域的卓越成就以及顶住美国制裁压力展现出的经济韧性双重支撑 ...

据"微信派"微信公众号9月28日消息，你天天用的微信，有了点小变化。 聊天，能动了 现在微信聊天能发实况照片了。打开聊天框-照片，即可选中并发送实况照片，照片包含动态画面和声音。 *IOS用户更新至8.0.61及以上版本即可体验。 新功能上线后 网友纷纷点赞 "太及时了" 误删，能撤回 在微信，左滑删除单个好友或群聊聊天对话时，5秒内可以撤销删除。 *IOS用户更新至8.0.61及以上版本即可体验。 （微信派） "正好国庆假期用上" ...

Group 1: Industry Developments - Moore Threads' IPO application has been approved, potentially making it the first domestic GPU company to go public, focusing on both graphics rendering and AI computing [2] - Didi has launched its AI travel assistant, which customizes ride options based on user input, enhancing user experience [4] - Didi's overseas ride-hailing service has expanded to Australia, New Zealand, and Egypt, now operating in 12 countries and over 1,000 cities [11] Group 2: Company News - Wang Jianlin's restrictions have been lifted, indicating a resolution to economic disputes involving Wanda Group [3] - Xiaomi's demand for the 17 Pro Max model has exceeded expectations, prompting the company to increase production [6] - HP has introduced new printing products tailored to the evolving needs of Chinese households, emphasizing the importance of the Chinese market [12] Group 3: Investment Activities - Beijing Xinghe Power Aerospace completed a D-round financing of 2.4 billion yuan, with multiple investment funds participating [12] - Yuliqi Robotics announced nearly 100 million yuan in angel financing, with participation from several notable financial institutions [13] - "Leisure Technology" secured 200 million yuan in angel financing, aiming to accelerate the development of consumer-grade intelligent products [14] - "Bai Xing Intelligent" completed a Pre-A round financing of several million yuan, focusing on AI Agent solutions for foreign trade [15]

最新消息 据"微信派" 微信推出新功能 聊天，能动了 提问，微信哪些地方能发实况图？ A. 微信状态 B. 朋友圈 C. 聊天框 误删，能撤回 给手滑的你一个机会，让你的聊天重生一回。 在微信， 左滑删除单个好友或群聊聊天对话时，5秒内可以撤销删除。 * IOS 用户更新至 8 . 0 . 6 1 及以上版本即可体验。 新功能上线后 网友纷纷点赞 "太及时了" "正好国庆假期用上" ↓↓↓ 来源： 微信派、网友评论 End 欢迎分享给你的朋友！ 早早发现小变化的人，直接全选。 是的， 现在微信聊天能发实况照片了。 打开聊天框-照片，即可选中并发送实况照片， 照片包含动态画面和声音。 * IOS 用户更新至 8 . 0 . 6 1 及以上版本即可体验。 出品 | 中国能源报（c n e n e rg y） 编辑丨闫志强 ...

Summary of Key Points Core Viewpoint - On September 26, 32 Hong Kong-listed companies conducted share buybacks, totaling 18.93 million shares and an aggregate amount of HKD 787 million [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 850,000 shares for HKD 550 million, with a highest price of HKD 652.50 and a lowest price of HKD 640.00, bringing its total buyback amount for the year to HKD 56.56 billion [1][2]. - Anta Sports repurchased 1.09 million shares for HKD 99.87 million, with a highest price of HKD 92.55 and a lowest price of HKD 90.20, totaling HKD 1.48 billion in buybacks for the year [1][2]. - Hang Seng Bank repurchased 200,000 shares for HKD 23.32 million, with a highest price of HKD 122.80 and a lowest price of HKD 113.60, accumulating HKD 933.51 million in buybacks for the year [1][2]. Group 2: Buyback Volume Leaders - China Petroleum & Chemical Corporation led in buyback volume with 4.53 million shares repurchased on the same day [1][2]. - Other notable companies in terms of buyback volume included Linklogis Technology and Sihuan Pharmaceutical, with 2.23 million and 1.50 million shares repurchased, respectively [1][2]. Group 3: Additional Buyback Information - The buyback activity on September 26 highlighted a significant trend among Hong Kong-listed companies, with Tencent and Anta leading in terms of monetary value [1][2]. - Medical technology company Yidu Tech was noted for its first buyback of the year, indicating a potential shift in its financial strategy [2].

Core Viewpoint - Century Huatong has emerged as a significant player in the gaming industry, with its subsidiary, Diandian Interactive, surpassing major competitors like NetEase and miHoYo in global mobile game revenue, primarily due to its unique game offerings and strategic market positioning [1][6]. Group 1: Company Performance - Diandian Interactive distributed approximately 600 million yuan among 27 employees this year, showcasing its financial success [1]. - From June 2023, Diandian Interactive's global mobile game revenue exceeded that of NetEase, securing the second position in the industry, only behind Tencent [1]. - The flagship games, "Whiteout Survival" and "Kingshot," have generated cumulative revenues of over $3.3 billion and $300 million, respectively [5]. Group 2: Market Strategy - Diandian Interactive has focused on niche markets, developing games in less competitive segments, such as survival strategy and shooting card games, which has allowed it to capture player interest without facing intense competition [4][7]. - The company has successfully localized its games to cater to regional player preferences, enhancing user engagement and retention [4][5]. Group 3: Competitive Landscape - The gaming industry is witnessing an influx of competitors attempting to replicate Diandian Interactive's success, particularly in the survival strategy genre, which may increase customer acquisition costs for the company [7][10]. - Major players like Tencent are also entering the same market segments, intensifying competition and potentially impacting Diandian Interactive's market share [10][8]. Group 4: Future Initiatives - Diandian Interactive is actively working on retaining existing players through updates and enhancements to current games, while also exploring new game genres and integrating AI technologies to improve game development efficiency [11][12]. - The company is expanding its workforce, particularly targeting experienced talent from larger firms, indicating a commitment to growth and innovation [12].

Investment Rating - The report maintains a "Positive" investment rating for the media and internet industry [4] Core Views - The report emphasizes the trend towards specialization and quality in group broadcasting, indicating a shift from reliance on individual charisma to systematic innovation for stable growth [6] - The gaming sector shows strong resilience and potential for new game contributions, with expectations for financial validation in Q3. The current gaming market is characterized by product performance-driven valuation recovery without significant bubbles [5] - The film and television sectors are expected to see steady growth driven by quality films and new policies aimed at enhancing content supply [7][39] - The internet sector is advised to rationally assess platform strategies in the context of reduced competition, with a focus on innovation rather than price wars [8] Summary by Sections Gaming Sector - Major companies like Tencent and NetEase are expected to continue performing well, with a focus on high-quality products and new game releases [5] - Recommendations include monitoring top gaming companies exploring AI integration and the potential for value reassessment based on product performance [5] Film and Television - The film "731" has achieved over 1 billion yuan in box office revenue, indicating a positive trend for the film market [6][41] - Upcoming films and series are expected to contribute to market growth, with a focus on quality production companies and cinema chains [6][7] - The report highlights new government initiatives aimed at enhancing television content supply and improving production efficiency [7] Internet Sector - The report suggests a shift in the internet sector towards stable growth through innovation, moving away from aggressive price competition [8] - Key players like Tencent and Alibaba are noted for their resilience and strategic adjustments in organizational structure [8] AI Applications - The report highlights the importance of AI applications in various sectors, including e-commerce and gaming, with a focus on revenue-generating applications [10] - Companies are encouraged to explore AI integration in their business models to enhance operational efficiency and market competitiveness [10] Card and Trendy Toys - The report notes a high level of interest in the card and trendy toy sectors, with companies expanding their product lines and market presence [9] National Publishing and Media - The report emphasizes the ongoing exploration of new business models by state-owned publishing companies, with a focus on mergers and acquisitions [11]

2、港股通最近5个交易日增持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 阿里巴巴－W(09988) | +96.59亿元 | +5801.17万股 | | 腾讯控股(00700) | +25.52亿元 | +396.28万股 | | 中芯国际(00981) | +14.72亿元 | +2017.62万股 | | 山高控股(00412) | +12.51亿元 | +27365.70万股 | | 中国移动(00941) | +10.00亿元 | +1175.98万股 | | 极兔速递-W(01519) | +8.17亿元 | +8265.64万股 | | 金山云(03896) | +7.66亿元 | +9146.40万股 | | 快手-W(01024) | +7.31亿元 | +967.56万股 | | 紫金矿业(02899) | +7.04亿元 | +2317.49万股 | | 康方生物(09926) | +6.74亿元 | +508.25万股 | 智通财经APP获悉，根据2025年9月26日披露数据，中远海能（01138）、中国电信（00728 ...

Short Selling Ratios - The top three companies with the highest short selling ratios are Sun Hung Kai Properties (80016) and China Resources Beer (80291) at 100.00%, and Li Ning (82331) at 96.79% [1][2] - Other notable companies include Lenovo Group (80992) at 92.85% and Anta Sports (82020) at 87.03% [2] Short Selling Amounts - Alibaba (09988) leads in short selling amount with HKD 4.096 billion, followed by Xiaomi (01810) at HKD 3.491 billion and Tencent (00700) at HKD 2.244 billion [1][2] - Other significant amounts include SMIC (00981) at HKD 1.248 billion and Pop Mart (09992) at HKD 1.064 billion [2] Deviation Values - The highest deviation values are seen in China COSCO Shipping International (00517) at 50.31%, followed by Bank of China Hong Kong (82388) at 42.42% and Grand Hotel (00045) at 39.95% [1][2] - Other companies with notable deviation values include Lenovo Group (80992) at 36.64% and China Resources Beer (80291) at 35.99% [2]

Core Viewpoint - The article highlights the issue of video platforms extending advertisement durations beyond what is indicated, leading to consumer dissatisfaction and potential violations of consumer rights [11][27][39]. Group 1: Advertisement Duration Issues - The National Market Regulation Administration has responded to complaints about discrepancies between advertisement durations and their actual lengths on video platforms [7][11]. - Testing across major video apps like iQIYI, Mango TV, and Youku revealed significant instances of advertisement overrun, with some platforms exhibiting particularly severe issues [12][13]. - Various forms of advertisement overrun were identified, including initial ads not counting towards the countdown, forced continuation of ads after the countdown, and additional ads appearing post-countdown [16][20][24]. Group 2: Economic Implications - iQIYI reported an advertisement revenue of 1.27 billion yuan in Q2, while Mango TV's revenue for the first half of the year was 1.587 billion yuan, indicating the financial significance of advertisement durations for these platforms [24]. - The article suggests that the additional seconds gained from advertisement overruns can accumulate into substantial revenue when multiplied by millions of users and views [25]. Group 3: Consumer Rights and Trust - The misleading countdown practices by video platforms are seen as a violation of consumer rights, as they create a false expectation of advertisement duration [27][39]. - The platforms often use ambiguous language in their advertisements, implying that ads will end after the countdown, which can be interpreted as a deceptive practice [29][31]. - The article calls for video platforms to focus on improving content and service quality to regain consumer trust, rather than employing tactics that undermine it [40][41].