今年以来该股累计进行6次回购，合计回购614.60万股，累计回购金额38.14亿港元。（数据宝） 腾讯控股回购明细 证券时报·数据宝统计，腾讯控股在港交所公告显示，1月9日以每股610.500港元至616.000港元的价格回 购103.90万股，回购金额达6.36亿港元。该股当日收盘价611.000港元，下跌0.81%，全天成交额109.06 亿港元。 自2025年11月18日以来公司已连续36日进行回购，合计回购3741.80万股，累计回购金额228.86亿港元。 其间该股累计下跌4.01%。 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.09 | 103.90 | 616.000 | 610.500 | 63593.34 | | 2026.01.08 | 103.40 | 618.500 | 610.500 | 63561.63 | | 2026.01.07 | 102.30 | 628.000 | 615.500 | 63591.01 | | 2026.01. ...

1月9日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 656911.23 | -211364.83 | 2.73 | | 09988 | 阿里巴巴-W | 港股通(深) | 341983.00 | -50799.10 | 2.73 | | 02208 | 金风科技 | 港股通(沪) | 330672.99 | -13002.82 | 3.41 | | 00981 | 中芯国际 | 港股通(沪) | 217367.66 | -17405.68 | -0.73 | | 00700 | 腾讯控股 | 港股通(深) | 209478.00 | 52897.91 | -0.81 | | 03690 | 美团-W | 港股通(沪) | 207505.38 | -21889.97 | -2.48 | | 00700 | 腾讯控股 | 港股通(沪) | 206392.71 | 88300.03 | -0.81 | | 0 ...

摩根士丹利指出，中国AI产业正走出一条以"开放模型"策略对抗全球"封闭"体系、并在应用层加速变现的独特路径。以阿里巴巴和腾讯为代表的平台巨头正凭借其云计算整合能力、 超级应用生态与私有数据优势，率先将AI技术转化为高回报的商业价值，引领资本市场从算力炒作转向应用落地的定价逻辑。 硬·AI 作者 | 叶慧雯 01 超级应用与AI原生应用的双规并行 在应用层面，中国市场呈现出"超级应用"进化与"AI原生应用"爆发并行的独特景观。 大摩特别强调了微信作为AI Agent（智能体）先驱的巨大潜力。截至2025年7月，微信拥有11亿月活跃用户（MAU），日均用户时长高达99.4分钟，且日均人均 会话次数达到44.6次。这种高频、深度的用户粘性为AI Agent的植入提供了完美的土壤，使其能够无缝接入生活、购物、旅行等多元场景。 编辑 | 硬 AI 摩根士丹利认为，市场正在发生结构性转变：尽管全球AI竞赛喧嚣尘上，但中国正在走出一条独特的路径——即"开放"模型策略对抗世界的"封闭"体系。 据追风交易台，1月8日，大摩的发布的最新研报显示，在全球前10名的SOTA（当前最佳）模型中，中国已占据半壁江山。大摩预计2027年中 ...

Core Insights - The Chinese gaming industry has shown stable growth despite a lack of blockbuster new releases in 2025, indicating maturity and resilience against cyclical downturns [1][27] - Tencent maintained its leading position in global mobile game revenue, with significant contributions from its long-standing titles like "Honor of Kings" and "Peacekeeper Elite" [3][5] - The absence of new hits in 2025 is attributed to the high production costs and long development cycles of new games, making it difficult for newcomers to compete with established titles [9][14] Group 1: Industry Performance - The Chinese gaming market achieved a 10.23% growth in overseas revenue despite a stagnating global gaming industry [17] - The top five Chinese game publishers in terms of global revenue included Tencent, DianDian Interactive, NetEase, Lemon Microfun, and miHoYo, with Tencent leading the pack [3][20] - The performance of "Honor of Kings" was particularly notable, generating over $1.6 billion in revenue and dominating the global mobile game revenue charts for eight months [3][5] Group 2: Game Development Trends - The long-standing games strategy has proven effective, allowing companies to maintain cash flow and user engagement during market stagnation [7][27] - The development costs for new games have increased significantly, leading to longer production times and fewer new releases [14][27] - The second year of decline in the two-dimensional game segment, with a 3.64% drop in revenue, highlights the challenges faced by this niche [11][24] Group 3: Market Dynamics - The success of established titles has created a high barrier for new entrants, limiting opportunities for smaller developers [9][16] - The SLG (Simulation and Strategy Game) genre remains a strong performer in overseas markets, with titles like "Whiteout Survival" achieving over $4 billion in cumulative revenue [20][22] - The rise of female gamers has been identified as a new growth engine in the gaming market, supporting the success of titles like "Love and Deep Space" [13][24]

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 65.69 亿元 | -21.14 亿元 | | 金风科技(02208) | 33.07 亿元 | -1.30 亿元 | | 中芯国际(00981) | 21.74 亿元 | -1.74 亿元 | | 美团-W(03690) | 20.75 亿元 | -2.19 亿元 | | 腾讯控股(00700) | 20.64 亿元 | +8.83 亿元 | | 小米集团-W(01810) | 15.80 亿元 | +4.62 亿元 | | 晶泰控股(02228) | 12.15 亿元 | -2.07 亿元 | | 快手-W(01024) | 11.43 亿元 | +5.68 亿元 | | 中国海洋石油(00883) | 10.55 亿元 | -7862.90 万元 | | 中国移动(00941) | 10.28 亿元 | -3.11 亿元 | 深港通（南向）十大活跃成交公司 2026年1月9日当天，阿里巴巴-W(09988)、金风科技(02208)、中芯国际(00981)位居沪港通（南向）成交 额前 ...

腾讯控股(00700.HK)1月9日耗资6.36亿港元回购103.9万股 腾讯控股(00700.HK)1月8日耗资6.36亿港元回 购103.4万股 相关事件 格隆汇1月9日丨腾讯控股(00700.HK)发布公告，2026年1月9日耗资6.36亿港元回购103.9万股，回购价格 每股610.5-616港元。 ...

本文源自：金融界AI电报 腾讯控股(00700.HK)：1月9日回购103.9万股，耗资约6.4亿港元。 ...

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） ...