Group 1 - The Hong Kong stock market saw a net inflow of 68.15 billion HKD from northbound trading, with 16.6 billion HKD from Shanghai and 51.55 billion HKD from Shenzhen [1] - The most bought stocks included Tencent (00700), Xiaomi Group-W (01810), and Kuaishou-W (01024), while the most sold stocks were Alibaba-W (09988), China Mobile (00941), and Goldwind Technology (02208) [1][2] Group 2 - Alibaba-W (09988) had a net outflow of 26.21 billion HKD, with a total trading volume of 65.69 billion HKD, indicating significant selling pressure [2][7] - Tencent (00700) received a net inflow of 14.11 billion HKD, supported by a report from Morgan Stanley highlighting its AI strategy and high potential for monetization [4][5] - Xiaomi Group-W (01810) attracted a net inflow of 8.69 billion HKD, with plans for 200 billion HKD in R&D investment over the next five years [5] - Kuaishou-W (01024) saw a net inflow of 7.76 billion HKD, driven by strong performance in AI-generated content [5] - Semiconductor company SMIC (00981) had a net inflow of 6.92 billion HKD, following a strategic acquisition that is expected to positively impact earnings [6] - Goldwind Technology (02208) faced a net outflow of 1.94 billion HKD, despite potential positive catalysts from its stake in Blue Arrow Aerospace [7]

据统计，南下资金已连续7日净买入小米，共计55.5407亿港元；连续3日净买入腾讯，共计42.3097亿港元；连续第5日净卖出中国移动，共计34.5009亿港 元。 | 名称 | 沪股通 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 阿里巴巴-W | 2.7% | -21.14 | 65.69 Z | 阿里巴巴-W | | 金风科技 | 3.4% | -1.30 | 33.07 Z | 腾讯控股 | | 中芯国际 | -0.7% | -1.74 | 21.74亿 | 中心国际 | | 美团-W | -2.5% | -2.19 | 20.75 Z | 美团-W | | 腾讯控股 | -0.8% | 8.83 | 20.64亿 | 金风科技 | | 小米集团-W | -0.5% | 4.62 | 15.80 Z | 小米集团-W | | 晶泰控股 | 10.5% | -2.07 | 12.15 Z | 南方恒生科技 | | 快手-W | 3.9% | 5.68 | 11.43Z | 晶泰控股 | | 中国海洋石油 | 1.3% | -0. ...

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9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） ...

| 自变量机器人 | 具身大模型 | 2025年2月18日 | Pre-A++4 | 数亿元 | 光速光合、君联资本、北京机器人产业基金、 田原谷本 | | --- | --- | --- | --- | --- | --- | | 中科第五纪 | 具身大模型 | 2025年2月19日 | 种子轮 | 未披露 | 草源亚洲 | | 重要图 | 人形机器人 | 2025年2月20日 | A48 | 3亿人民币 | 百度风投、高瓴资本、同歌创投、IDG资本、 | | | | | | | 蚂蚁集团 | | 玄鸟科智 | RV减速机 | 2025年2月20日 | 股权投资 | 未披露 | 成都高投 | | 干诀科技 | 具身大模型 | 2025年2月21日 | 股权投资 | 未披露 | 华业天成 | | 正德智控 | 电机 | 2025年2月25日 | 股权投资 | 1亿人民币 | 安徽省铁路发展基金 | | 松延动力 | SOLIns 人形机器人 | Int Research 2025年2月25日 | A+轮 | 1亿人民币 | 华强资本、彬复资本 | | 源升智能 | 灵巧手 | 2025年2月26日 | 天使轮 ...

【南向资金今日净买入超68亿港元 腾讯控股获净买入居前】智通财经1月9日电，南向资金今日净买入 约68.15亿港元。腾讯控股、小米集团-W分别获净买入约14.12亿港元、8.70亿港元；阿里巴巴-W遭净卖 出26.22亿港元。 转自：智通财经 ...

南向资金今日净买入68.15亿港元，腾讯控股、小米集团-W、快手-W净买入额位列前三，分别获净买入 14.12亿港元、8.70亿港元、7.76亿港元。净卖出方面，阿里巴巴-W、美团-W、中国移动分别遭净卖出 26.22亿港元、3.67亿港元、3.11亿港元。 ...

人民财讯1月9日电，南向资金今日净买入68.15亿港元。腾讯控股、小米集团-W分别获净买入14.12亿港 元、8.70亿港元；阿里巴巴-W遭净卖出26.22亿港元。 ...

Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a business prompt method, device, equipment, and storage medium, with the authorization announcement number CN115016682B and an application date of March 2021 [1] - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The registered capital of Tencent Technology (Shenzhen) Co., Ltd. is 2 million USD [1] Group 2 - According to data analysis from Tianyancha, Tencent Technology (Shenzhen) Co., Ltd. has invested in 15 companies and participated in 279 bidding projects [1] - The company has 5,000 trademark information entries and 5,000 patent information entries, along with 574 administrative licenses [1]

近日 话题#第一次知道微信支付还有这功能 # 冲上热搜 引发网友热议 有网友发帖称 自己在商家就餐后不久 在"微信支付"页面 收到商家发来的物品遗失提醒 | | | | | --- | --- | --- | | 还会有这种提示吗 9 | | | | 20 לח | 12-18 10:36 来自浙江 | 7 | | 1 | | | | 商家主动联系你才行 3 19 1 | | | | ה 91 | 12-18 12:44 来自河北 | 7 | | | 我以前这样联系过付款顾客 | | | 7 | 12–18 16:20 来自河北 | | | | | | | 早就有了 | | | | | | | | 我才知道 | | | | | | | | 我两次买完东西,自己的东西掉店里,都是这个 | 给我发的消息， | | 对于该功能，腾讯客服早在今年8月份就有回应过：目前仅部分商家支持该功能，如果商家没有这个服务也会想办法联系客服通知。对于商 家是否可见个人信息，腾讯客服表示：仅微信支付公众号推送消息，只会显示该笔付款的交易信息，不会有其他信息。 不少网友表示 "没想到微信支付有这样的功能" 下面一起来看看 微信还有哪些 ...

Core Insights - The report emphasizes that in 2026, the media internet sector will undergo a dual reconstruction driven by the transition from AI as a "technical infrastructure" to "application deep water zone," focusing on entry form migration, distribution rule repricing, and supply-side capacity explosion [1][11] - AI Agents are set to replace traditional apps as the new super entry point, shifting the traffic distribution logic from "time capture" to "efficient execution" [1][12] - AIGC (AI-Generated Content) is expected to lead to a significant increase in content production capacity, with zero marginal cost production becoming a reality, thus redefining the value of quality data and IP [1][11] Group 1: AI Agents and Traffic Distribution - AI Agents signify a generational leap in human-computer interaction, evolving from GUI to IUI, fundamentally changing the traffic distribution logic [1][12] - The traditional "click-jump" model is being replaced by a "dialogue-execute" paradigm, where AI Agents understand user intent and execute tasks across applications [1][12] - The emergence of AI Agents is expected to create a new operational layer that could potentially replace single apps as the primary distribution entry point [1][12][19] Group 2: AIGC and Content Supply - AIGC is anticipated to transition from a phase of "cost reduction and efficiency enhancement" to a "new demand creation" explosion by 2026, significantly increasing content supply [1][41] - The production barriers for video, 3D, and gaming assets are expected to lower drastically, leading to a surge in content supply and a devaluation of mediocre content [1][41] - Content consumption is evolving from passive viewing to active engagement, with new formats like "generative interactive dramas" and "AI companion games" emerging [1][43] Group 3: Investment Recommendations - The investment strategy in the media internet sector is shifting towards high-quality assets in both traffic distribution and content supply, focusing on companies that can effectively capture user intent and provide quality content [1][41] - Companies with operational system bases or super Agent platforms are likely to gain new traffic distribution rights and bargaining power, while mid-tier apps lacking exclusive content may face risks of being "pipelined" [1][19] - Key players in the AI Agent space include Alibaba, Tencent, and ByteDance, which are actively developing their AI capabilities to secure new traffic entry points [1][25][40]