方舟健客(06086)早盘涨近40%，截至发稿，涨35.44%，报3.21港元，成交额1.03亿港元。 消息面上，近期，方舟健客与腾讯健康举行"AI+慢病管理"解决方案发布会，标志着国内慢病管理领域 迈入全新发展阶段。此次合作，双方将为行业伙伴提供从技术验证到场景落地、再到规模化部署的全链 路支持，为行业智能化、合规化、高效化发展注入新动能。 据介绍，双方基于在各自领域的深厚积累，实现优势互补。方舟健客作为国内领先的"AI+慢病管理"服 务平台，凭借其创新的"AI+H2H(Hospital to Home)智慧医疗新生态"，在慢病管理领域形成了独特的技 术优势、累积了实践经验。腾讯云作为行业领先的云服务提供商，在云计算、大数据、人工智能等关键 技术领域实力突出。双方强强联合，将为"AI+慢病管理"领域数智化升级提供强有力的技术支撑。 此次合作不仅是技术能力的系统化输出，更是对"人工智能+医疗卫生"深度融合模式的重要探索。近 期，国家卫生健康委等五部门印发《关于促进和规范"人工智能+医疗卫生"应用发展的实施意见》，在 这一政策背景下，AI医疗正逐渐成为民生基础工程的重要组成部分。方舟健客与腾讯健康的合作，正 是 ...

| 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 | 102.40 | 63568.82 | 627.000 | 614.000 | 445012.55 | | 00175 | 吉利汽车 | 900.70 | 15128.33 | 17.150 | 16.630 | 37249.70 | | 02382 | 舜宇光学科 技 | 124.00 | 7934.07 | 64.850 | 63.150 | 18722.08 | | 02096 | 先声药业 | 367.20 | 4194.53 | 11.600 | 11.198 | 4194.53 | | 02367 | 巨子生物 | 40.00 | 1400.29 | 35.500 | 34.500 | 8250.74 | | 06098 | 碧桂园服务 | 170.00 | 1061.50 | 6.280 ...

Group 1 - The article reports on share buybacks conducted by various companies on January 12, 2026, with Tencent Holdings (00700) having the largest buyback amount of 636 million yuan for 1.024 million shares [1][2] - Other notable companies involved in the buyback include Geely Automobile (00175) with 9.007 million shares repurchased for 151 million yuan, and Sunny Optical Technology (02382) with 1.24 million shares for 79.34 million yuan [1][2] - The total number of shares repurchased by Tencent represents 1.188% of its total share capital, while Geely's buyback accounts for 0.438% of its total share capital [2] Group 2 - The buyback activities reflect a trend among companies to return capital to shareholders, with some companies like Antong Oilfield Services (03337) and Weigao Group (01066) showing significant percentages of their total share capital being repurchased, at 2.460% and 6.459% respectively [2][3] - Companies such as Vitasoy International (00345) and Keep (03650) also participated in the buyback, with their repurchase amounts being 432,600 yuan and 28,900 yuan respectively, indicating a diverse range of companies engaging in this practice [3] - The data suggests a strategic move by these companies to enhance shareholder value and potentially stabilize their stock prices amid market fluctuations [1][2]

科技向下游去：2026AI 应用风潮涌起 20260112 2026 年科技行情的演绎逻辑是什么？有哪些关键阶段？ 2026 年的科技行情可以分为四个关键阶段。第一阶段是爆款产品的出现，这 时应关注巨头公司，例如 ChatGPT 刚推出时，英伟达和微软受益。第二阶段 是巨头公司开始高额资本开支，投资基础设施，这一趋势在 2024 年下半年到 2025 年初显现。第三阶段是产业链形成或从 0 到 1 的过程，此时应关注产业 链关键环节，如 AI 芯片等。第四阶段是产业从 1 到 100 的扩展和落地，应关 注供需缺口和应用端，例如机器人、智能驾驶、AI 生态链及 AI 营销等。 科技行业中的 N 字形定价框架是什么？如何应用于评估科技股？ N 字形定价框架将科技股行情分为两波：第一波是从 0 到 1，即初期没有盈利 落地，主要赚估值的钱，如 GO（生成式人工智能优化）和机器人；第二波是 从 1 到 100，即行业成熟后赚取估值和每股收益（EPS）的双重收益，如光模 块、PCB 及 AI 芯片。这一框架帮助投资者识别不同发展阶段的投资机会，并根 据市场动态调整策略。 传媒行业中 AR、AI 营销的 GEO 为何引 ...

国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"预测模型的确定方法和相关装 置"的专利，授权公告号CN117195957B，申请日期为2022年5月。 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目279次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可574个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 ...

智通财经APP获悉，根据2026年1月12日披露数据，中国电信（00728）、绿色动力环保（01330）、凯 盛新能（01108）位居港股通持股比例前3位，分别为71.45%、69.71%、67.98%。此外，小米集团－Ｗ （01810）、阿里巴巴－W（09988）、腾讯控股（00700）在最近有统计数据的5个交易日内，持股额增 幅最大，分别为+32.43亿元、+21.48亿元、+20.40亿元;盈富基金（02800）、中国移动（00941）、恆生 中国企业（02828）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-50.71亿元、-26.86亿 元、-20.85亿元。 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 | | --- | --- | --- | | 小米集团－Ｗ(01810) | +32.43亿元 | +8372.35万股 | | 阿里巴巴－W(09988) | +21.48亿元 | +1392.41万股 | | 腾讯控股(00700) | +20.40亿元 | +327.49万股 | | 中国平安(02318) | +17.33亿元 | + ...

Core Insights - The article highlights the top short-selling ratios and amounts for various companies, indicating significant market sentiment against these stocks [1][2]. Short-Selling Ratios - AIA Group Limited (友邦保险-R) has the highest short-selling ratio at 100.00% [2]. - China Resources Beer (华润啤酒-R) follows with a short-selling ratio of 93.73% [2]. - Great Wall Motor (长城汽车-R) has a short-selling ratio of 91.63% [2]. Short-Selling Amounts - Xiaomi Group (小米集团-W) leads in short-selling amount with 2.532 billion [2]. - Alibaba Group (阿里巴巴-W) has a short-selling amount of 2.493 billion [2]. - Tencent Holdings (腾讯控股) reports a short-selling amount of 1.976 billion [2]. Deviation Values - China Ping An (中国平安-R) has the highest deviation value at 44.83%, indicating a significant difference from its average short-selling ratio [2]. - Hong Kong Exchanges and Clearing (香港交易所-R) has a deviation value of 44.09% [2]. - AIA Group Limited (友邦保险-R) shows a deviation value of 41.14% [2].

Core Insights - The article highlights the net inflow and outflow of funds in the Hong Kong stock market, with Xiaomi Group, Tencent Holdings, and China Construction Bank leading in net inflows, while the Yingfu Fund, Hang Seng China Enterprises, and Southern Hang Seng Technology experienced the highest net outflows [1] Group 1: Net Inflows - Xiaomi Group-W (01810) recorded a net inflow of 1.07 billion, representing a 16.36% increase in its closing price [2] - Tencent Holdings (00700) saw a net inflow of 863 million, with a 7.49% increase in its closing price [2] - China Construction Bank (00939) had a net inflow of 699 million, with a significant 41.06% increase in its closing price [2] Group 2: Net Outflows - Yingfu Fund (02800) experienced the largest net outflow of 6.289 billion, reflecting a -31.44% change in its closing price [2] - Hang Seng China Enterprises (02828) had a net outflow of 2.880 billion, with a -17.89% change in its closing price [2] - Southern Hang Seng Technology (03033) faced a net outflow of 1.289 billion, showing a -11.37% change in its closing price [2] Group 3: Net Inflow Ratios - 361 Degrees (01361) led with a net inflow ratio of 74.40%, with a net inflow of 8.9117 million [3] - BRILLIANCE CHI (01114) followed with a net inflow ratio of 64.04%, amounting to a net inflow of 36.4910 million [3] - Qin Port Co. (03369) had a net inflow ratio of 61.05%, with a net inflow of 846,600 [3] Group 4: Net Outflow Ratios - Wisdom Hong Kong 100 (02825) had a net outflow ratio of -100.00%, with a net outflow of -18,200 [3] - Stone Pharmaceutical Group (02005) recorded a net outflow ratio of -68.86%, with a net outflow of -14.1501 million [3] - Dexion Shipping (02510) experienced a net outflow ratio of -53.53%, with a net outflow of -10.0204 million [3]

1月10日，在由清华大学基础模型北京市重点实验室、智谱AI发起的AGI-Next前沿峰会上，中国"基模 四杰"罕见集齐：腾讯"CEO/总裁办公室"首席AI科学家姚顺雨、Kimi创始人杨植麟、智谱创始人唐杰、 阿里巴巴Qwen技术负责人林俊旸，以及加拿大皇家学院院士、香港科技大学荣休教授杨强等AI界知名 大咖，围绕AI新范式、Agent、中国大模型公司的挑战及机会等话题展开了讨论。 姚顺雨认为，自主学习发展面临的最大问题并非技术本身，而是"想象力"的缺失。他说，我们能够大致 构想强化学习或推理范式落地后的形态，比如chatGPT O1模型通过强化学习与思维链，将数学题得分 从10分提升至80分，但对于自主学习真正实现时该呈现怎样的具体任务与效果，尚未形成清晰认知。他 举例说明，无论是能盈利的交易系统，还是能攻克人类未解科学难题的工具，只有明确了这些具象化的 目标，才能真正判定新范式的到来。 其中，杨植麟首次深度分享了Kimi的技术重点，他透露，2025年，月之暗面的两个技术进化主线是提 升"TokenEfficiency"，以在有限的数据下冲击更高的智能上限；以及扩展"长上下文"能力，以满足 Agentic时代 ...

大型蓝筹股多数上涨，汇丰控股收报126.783港元，较香港收市涨2.16%；腾讯控股收报642.413港元，较香港收市涨3.12%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价(HKD) | 较港股升跌 较 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | O 00700 | 623.000 | +12.000 | 1.96% | TCEHY | 642.413 | +19.413 | | 2 | 阿里巴巴-W | 09988 | 154.300 | +7.800 | 5.32% | BABA | 162.075 | +7.775 | | 3 | 汇丰控股 | 00005 | 124.100 | -0.700 | -0.56% | HSBC | 126.783 | +2.683 | | 4 | 建设银行 | 00939 | 7.720 | +0.130 | 1.71% | CICHY | 7.757 | +0.037 | | 5 | 小米集团-W | 0181 ...