2025.09.25 本 文字数：674，阅读时长大约2分钟 作者 | 第一财经吕倩 9月25日，"腾讯搜索输入法"知乎账号发文称：近日，我们关注到有关搜狗输入法"存在病毒漏洞"的不 实信息。经核查，该问题源于一项尚未正式发布的测试功能，由于测试配置异常导致外部可访问。 事件起始于9月20日，火绒安全在公众号发文称，火绒威胁情报中心近期监测到一款专门锁定浏览器主 页的病毒正加速蔓延。经溯源，该病毒的源头指向搜狗输入法。 火绒方面表示，搜狗输入法通过Shiply终端基础（搜狗输入法客户端的底层基础组件）发布通用模块， 向云端请求控制配置。在下发这些云控配置中，会结合用户画像：例如所在地区、时间等诸多维度进行 精准推送。由于Shiply平台本身具备灰度发布能力，据此推测，攻击者很可能先通过小范围灰度测试验 证效果，再进行大规模传播。 另外，该病毒的推广模块会首先检测用户设备上的杀毒软件，随后通过篡改配置文件的方式，强制修改 Edge与Chrome两款主流浏览器的主页及默认搜索引擎设置。目前，火绒安全产品可对上述推广模块进 行拦截与查杀。 "腾讯搜索输入法"方面称，发现问题后，已于第一时间（9月20日）完成修复，不 ...

Market Overview - The Hong Kong stock market opened mixed on September 25, with the Hang Seng Index rising initially but closing down 0.13% at 26,484.68 points. The Hang Seng Tech Index increased by 0.89% to 6,379.19 points, while the National Enterprises Index rose slightly by 0.01% to 9,444.22 points [1] - The Hang Seng Index reached a high of 26,640.53 points during the day before retreating, with a total turnover exceeding 314.8 billion HKD. The southbound trading (Hong Kong Stock Connect) saw a net inflow of over 11 billion HKD [1] Sector Performance - Most sectors experienced declines, with notable increases in biopharmaceuticals, new energy vehicles, and wind power stocks. Conversely, sectors such as real estate, gold, banking, insurance, brokerage, gas, and coal saw significant declines [1] Individual Stock Movements - Notable stock movements included: - Delin Holdings up 11.65% - Hang Seng Bank down 3.13% - Yimai Sunshine up 14.08% - Huilyang Technology up 4.11% - Goldwind Technology up 5.25% - ZTE Corporation up 4.80% - Cloudtop New Medicine up 4.48% - Zhenjiu Lidu down 4.13% - Jingji Group surged 160.53% - Zijin Mining up 5.13% - Chery Automobile up 3.80% - JD Group up 3.46% - China Everbright Holdings up 25.89% - Yunfeng Financial down 6.60% [1] Top Traded Stocks - The top three traded stocks included: - Alibaba down 1.15% with a turnover exceeding 30 billion HKD - Xiaomi Group up 4.48% with a turnover exceeding 19.3 billion HKD - Tencent Holdings up 0.23% with a turnover exceeding 11.3 billion HKD [2]

智通财经APP获悉，9月25日港股市场，北水成交净买入110.46亿港元，其中港股通(沪)成交净买入48.3亿港元，港股通(深) 成交净买入62.16亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、腾讯(00700)、中芯国际(00981)。北水净买入最多的个股是小米集团- W(01810)、中国光大控股(00165)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 72.19 乙 | 47.50 亿 | 119.69亿 | | HK 09988 | | | +24.691Z+ | | 小米集团-W | 34.45 乙 | 37.33 乙 | 71.78亿 | | HK 01810 | | | -2.87 Z- | | 中芯国际 | 27.00亿 | 20.34 Z | 47.34亿 | | HK 00981 | | | +6.6616 | | 腾讯控股 | 17.25 亿 | 10.82 乙 | 28.07亿 | | HK 00700 | | | +6.43 Z | | 山高控股 | ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, totaling HKD 110.46 billion on September 25, with notable net purchases in major stocks like Alibaba, Tencent, and SMIC. Group 1: Northbound Trading Activity - Northbound trading saw a net purchase of HKD 110.46 billion, with HKD 48.3 billion from the Shanghai Stock Connect and HKD 62.16 billion from the Shenzhen Stock Connect [1] - The most net bought stocks included Alibaba-W (09988), Tencent (00700), and SMIC (00981) [1] Group 2: Individual Stock Performance - Alibaba-W (09988) had a net inflow of HKD 72.19 billion, with total trading volume of HKD 119.69 billion, indicating strong investor interest [2] - Tencent (00700) recorded a net inflow of HKD 17.25 billion, with a total trading volume of HKD 28.07 billion [2] - SMIC (00981) saw a net inflow of HKD 27.00 billion, with total trading volume of HKD 47.34 billion [2] - Xiaomi Group-W (01810) faced a net outflow of HKD 8.02 billion, indicating a shift in investor sentiment [7] Group 3: Market Trends and Insights - Alibaba's CEO announced at the Alibaba Cloud Summit that the usage of Alibaba tokens is doubling every two to three months, reflecting explosive growth in AI demand [4] - Tencent's recent global digital ecosystem conference emphasized its focus on AI and international expansion, which could enhance its competitive edge [5] - The semiconductor sector is experiencing price increases, with TSMC planning to raise prices for its 3nm and 2nm processes, which may benefit companies like SMIC and Hua Hong Semiconductor [5] - Kuaishou-W (01024) received a net inflow of HKD 4.62 billion, driven by advancements in its AI capabilities [6]

Core Viewpoint - Tencent Holdings announced a share buyback plan, indicating confidence in its stock value and commitment to returning capital to shareholders [1] Summary by Category Company Actions - Tencent will spend HKD 550 million to repurchase 844,000 shares [1] - The buyback price range is set between HKD 644.0 and HKD 658.5 per share [1]

Group 1 - Tencent Holdings announced a share buyback plan, intending to repurchase 844,000 shares at a cost of HKD 550 million [1] - The buyback price range is set between HKD 644 and HKD 658.5 per share [1]

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： 2025年9月25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 | | | | | | | | | | | | | | ...

Core Viewpoint - JingTai Holdings (02228.HK) has achieved significant growth, reporting a revenue of 517 million yuan for the first half of 2025, a year-on-year increase of 403.8%, and marking its first half-year profit of 142 million yuan, attracting market attention [1][2] Company Overview - JingTai Holdings, founded by three MIT PhDs in Shenzhen, focuses on AI-driven drug development and has established a partnership with DoveTree worth up to 5.9 billion USD, leading to a stock price increase of over 40% in ten trading days [1][4] - The company has also signed a memorandum of cooperation with South Korea's Dong-A Pharmaceutical, further expanding its pipeline in immunology and inflammatory diseases [1][2] Growth Trajectory - JingTai's growth trajectory mirrors that of Tencent, both originating from Shenzhen and achieving similar market valuations at IPO, with JingTai being the first profitable Hong Kong-listed company in the AI application era [1][3] - The company is transitioning from a pure AI medical focus to new materials and agricultural technology, establishing a "molecular research and development" infrastructure [2][3] Market Potential - The global drug development outsourcing market is projected to reach 363.2 billion USD by 2030, while the materials science R&D spending is expected to hit 177.9 billion USD, indicating a combined market potential of approximately 3.9 trillion yuan [5][6] - JingTai's AI technology can significantly reduce drug discovery timelines to one-third of traditional methods and lower R&D costs by 70% in the new materials sector [6] Business Model - JingTai has established a profitable business model through robotic R&D services, receiving milestone payments and future sales shares from drug discovery projects, which can lead to substantial profit increases upon successful drug launches [7][8] - The company has announced numerous collaborations with leading pharmaceutical companies, indicating a strong pipeline of potential high-revenue drugs [7][8] Competitive Position - JingTai is building a "molecular research infrastructure" similar to Tencent's information flow platform, aiming to create scalable effects in the AI-driven scientific discovery field [8][9] - The company is expanding into various sectors, including energy, chemicals, and agriculture, showcasing its potential for horizontal industry expansion [9]

转自：腾讯游戏 9月25日，腾讯游戏以及网易游戏分别发布国庆及中秋假期前后未成年人游戏限玩通知。 腾讯游戏 腾讯游戏发布关于国庆及中秋假期前后未成年人游戏限玩的通知，结合国家新闻出版署《关于进一步严格管理 切实防止未成年人沉迷网络游戏的通知》 （国新出发〔2021〕14号）与实际放假调休安排，2025年国庆及中秋假期前后，腾讯游戏旗下在中国大陆地区运营的网络游戏面向未成年人的游戏限玩执 行如下： 网易游戏 网易游戏发布《网易游戏关于国庆节、中秋节假期未成年人游戏限时的通知》。 根据国家新闻出版署《关于进一步严格管理 切实防止未成年人沉迷网络游戏的通知》（国新出发〔2021〕14 号）要求，结合国务院办公厅《关于 2025 年 部分节假日安排的通知》的规定，2025 年国庆节、中秋节假期期间和前后，网易游戏对未成年人游戏时间的限制如下： 一、未成年人可以在当日 20 时至 21 时体验游戏的日期： 10 月 1 日至 8 日（国庆节、中秋节假期） 10 月 10日、12 日（星期五、星期日） 二、未成年人无法体验游戏的日期： 9 月 28 日（星期日，工作日） 10 月 11 日（星期六，工作日） 请各位玩家合 ...

Core Insights - Tencent Music Entertainment Group (TME), Tencent Cloud, and Tencent News launched the "Tencent City Smart Media Plan" to integrate resources and enhance urban cultural branding and soft power [1][3][9] Industry Trends - The media industry is undergoing a digital, intelligent, and IP-based transformation, focusing on integrating cultural resources and enhancing content production efficiency [3][5] - The shift towards advanced technology and diverse operational scenarios is crucial for media outlets to explore transformation [3] Technological Integration - Tencent Cloud leverages its expertise in cloud computing, big data, and AI to establish a robust technical foundation for the platform [3][5] - The plan includes creating a cultural big data center to process various cultural resources, breaking down data barriers across the entire content lifecycle [3][5] Application Development - Tencent Cloud integrates its product ecosystem to provide intelligent applications, aiding local governments and media in creating a "smart brain" for cultural dissemination [5][7] - The use of AI-driven tools like 3D digital humans enhances visitor experiences through personalized services [5][7] Content Creation and Marketing - Tencent News focuses on local cultural IP development through diverse formats such as micro-dramas and documentaries, achieving positive responses [7] - TME collaborates with local cities to explore innovative paths in music and cultural tourism, enhancing regional cultural dissemination [7][9] Future Collaboration - TME, Tencent Cloud, and Tencent News plan to deepen cooperation through shared technology, co-created content, and joint channel development to establish sustainable urban cultural branding [9]