Market Overview - The Hang Seng Index (HSI) closed at 26,184.20, down by 274.75 points or 1.04% from the previous close of 26,458.95 [1] - The index reached a high of 26,390.97 and a low of 26,183.42 during the trading session, with an average price of 26,287.19 [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at 124.996 HKD, down 1.73% from the previous close [2] - Tencent Holdings closed at 619.762 HKD, down 0.76% from the previous close [2] - Alibaba Group (W) saw a decline of 3.25%, closing at 145.900 HKD [3] - Other notable declines include: - Xiaomi Group (W) down 1.55% to 38.160 HKD [3] - NetEase (S) down 2.88% to 222.600 HKD [3] - Meituan (W) down 1.51% to 104.500 HKD [3] ADR Performance - Tencent's ADR closed at 619.762, reflecting a decrease of 0.76% compared to its Hong Kong stock price [3] - HSBC's ADR was at 124.996, down 1.73% from its Hong Kong counterpart [3] - Alibaba's ADR closed at 142.841, down 2.10% compared to its Hong Kong price [3]

Core Viewpoint - Zhiyu officially listed on the Hong Kong Stock Exchange on January 8, becoming the "first stock of large models" and is recognized as a leading AI company in China, particularly among the "six small tigers" of domestic large models [1][3]. Company Overview - Zhiyu was founded in June 2019 by a team with a strong academic background from Tsinghua University, focusing on innovations in Artificial General Intelligence (AGI) [1][2]. - The company has raised nearly 8.4 billion yuan through 8 rounds of financing, with over 50 investment institutions participating, including major internet companies and venture capital firms [5]. Investment Background - Zhongke Chuangxing, an early investor, finalized its investment in Zhiyu before the company was officially established, highlighting its proactive approach in identifying top talent in the AI sector [2]. - The initial post-investment valuation of Zhiyu was 375 million yuan, which was considered high at the time, but Zhongke Chuangxing decided to invest 40 million yuan to support the company's development [2]. Market Position - As of October 2023, Zhiyu ranks first among independent general model developers in China and second among all general model developers, with a market share of 6.6% [3]. IPO Details - The IPO price was set at 116.20 HKD, leading to an estimated market capitalization of over 51.1 billion HKD, representing a nearly 90% increase from the last post-investment valuation of 24.4 billion yuan [6]. - Major shareholders include Junlian Capital, Meituan, and Ant Group, with significant paper gains expected due to their early investments [6]. Investor Composition - The cornerstone investors in the IPO collectively subscribed for approximately 2.984 billion HKD, accounting for about 68.63% of the global offering shares, indicating strong interest from long-term funds [7]. - The investor base is diverse, including state-owned enterprises, insurance funds, public asset management, hedge funds, and industrial capital [7][8].

转自：成都发布 近日，网络上出现了一则关于"腾讯微信新规则"的消息，引发网民关注。1月6日，微信安全中心回应称，此类 信息存在多种变体，例如"腾讯微信朋友圈新规"等均属不实信息，微信官方从未发布过任何所谓的"封号新规"。 诸如"好友太多会被封""地址不变会被封"等说法，更是无稽之谈。 微信安全中心表示，正常的社交行为不会受到任何限制。微信的安全策略旨在识别和打击危害用户安全与体验 的行为，不会因为用户好友数量较多、长期在固定地点登录、与亲友互动频繁等正常使用情况，而对账号进行 处置。 为什么会出现这类谣言？记者了解到，这类说法实际上是黑灰产团伙为掩盖其违法活动而编造的借口。为了实 施网络诈骗等犯罪行为，黑灰产团伙需要大量账号。他们通过非法手段获取账号后，往往会使用"外挂"批量添 加好友、高频次群发欺诈信息、发布同质化违禁内容等，这些明显违反使用规范的行为，自然会触发平台的安 全防护机制。 为逃避打击，黑灰产团伙在内部传播所谓"养号教程"，将其违法活动中采用的"异常行为模式"（如伪装地理位置 等），伪装成"平台规则"向外散布，实际上是在为自己账号被处理寻找借口，企图混淆视听。 微信安全中心表示，平台始终依据《微 ...

证券时报•数据宝统计显示，1月7日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交 479.17亿港元，占当日港股通成交金额的35.65%，净买入金额46.21亿港元。 证券代码 证券简称 成交金额 1月7日上榜港股通成交活跃榜个股中，恒生中国企业为近一个月首次上榜。 上榜的成交活跃股中，阿里巴巴-W成交额为150.57亿港元，成交金额居首；其次是中芯国际、腾讯控 股，成交金额分别为64.82亿港元、62.66亿港元。 以上榜次数统计，1月7日上榜个股中，近一个月上榜次数最多的是阿里巴巴-W、腾讯控股等，近一个 月均上榜19次，最受港股通资金关注。 恒生中国企业为近一个月首次上榜，当日港股通成交额为9.15亿港元，成交净买入9.12亿港元，该股当 日收盘下跌1.01%。（数据宝） 1月7日港股通成交活跃股榜单 （亿港元） 净买入金额 （亿港元） 近一个月上榜次数 最新收盘价 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （港元） 日涨跌幅（%） 00700 腾讯控股 62.66 19.55 19 624.500 -1.26 00981 中芯国际 64.82 -10.70 19 74.70 ...

1月7日恒生指数下跌0.94%，报收26458.95点，全天南向资金通过港股通渠道合计净买入91.78亿港元。 证券时报·数据宝统计，1月7日港股通全天合计成交金额为1343.93亿港元，成交净买入91.78亿港元。 具 体来看，沪市港股通成交金额804.89亿港元，成交净买入34.90亿港元；深市港股通成交金额539.05亿港 元，成交净买入56.88亿港元。 成交活跃股方面，沪市港股通前十大成交活跃股中，阿里巴巴-W成交额为83.52亿港元，成交金额居 首；其次是中芯国际、腾讯控股，成交金额分别为44.91亿港元、34.34亿港元。以净买卖金额统计，盈 富基金净买入额为14.65亿港元，净买入金额居首，该股收盘股价下跌0.82%。净卖出金额最多的是中国 移动，净卖出11.26亿港元，收盘股价下跌0.97%。 深市港股通前十大成交活跃股中，成交额居首的是阿里巴巴-W，成交金额67.05亿港元；其次是腾讯控 股、中芯国际，成交金额分别为28.31亿港元、19.91亿港元。以净买卖金额统计，有7只股为净买入，净 买入金额最多的是腾讯控股，净买入10.69亿港元，该股收盘下跌1.26%。净卖出金额最多的是阿里巴 ...

今年以来该股累计进行4次回购，合计回购407.30万股，累计回购金额25.43亿港元。（数据宝） 腾讯控股回购明细 | 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） | | --- | --- | --- | --- | --- | | 2026.01.07 | 102.30 | 628.000 | 615.500 | 63591.01 | | 2026.01.06 | 100.30 | 638.000 | 626.500 | 63561.01 | | 2026.01.05 | 101.80 | 627.500 | 617.000 | 63555.47 | | 2026.01.02 | 102.90 | 624.000 | 600.500 | 63581.26 | （文章来源：证券时报网） 证券时报·数据宝统计，腾讯控股在港交所公告显示，1月7日以每股615.500港元至628.000港元的价格回 购102.30万股，回购金额达6.36亿港元。该股当日收盘价624.500港元，下跌1.26%，全天成交额132.77 亿港元。 自2025年11月18日以来公 ...

Core Viewpoint - The Hang Seng Index fell by 0.94% on January 7, with southbound capital transactions totaling HKD 134.39 billion, indicating a net inflow of HKD 9.18 billion [2] Group 1: Southbound Capital Transactions - Total southbound capital transactions amounted to HKD 134.39 billion, with buy transactions at HKD 71.79 billion and sell transactions at HKD 62.61 billion, resulting in a net buy of HKD 9.18 billion [2] - The Shenzhen Stock Connect saw total transactions of HKD 53.91 billion, with net buying of HKD 5.69 billion, while the Shanghai Stock Connect had total transactions of HKD 80.49 billion, with net buying of HKD 3.49 billion [2] Group 2: Active Stocks - Alibaba-W had the highest transaction amount among southbound stocks at HKD 15.06 billion, followed by SMIC and Tencent Holdings with HKD 6.48 billion and HKD 6.27 billion respectively [2][4] - Tencent Holdings recorded a net buy of HKD 1.96 billion, while Xiaomi Group-W had a net buy of HKD 1.63 billion, and the Yingfu Fund saw a net buy of HKD 1.47 billion [2][3] - China Mobile experienced the highest net sell at HKD 1.13 billion, with its stock price declining by 0.97% [2][4] Group 3: Continuous Net Buying - Four stocks received continuous net buying from southbound capital for more than three days, with Xiaomi Group-W leading at five days, followed by Alibaba-W at four days, and China Life at three days [3] - The total net buying amounts during this period were HKD 3.61 billion for Xiaomi Group-W, HKD 2.12 billion for Alibaba-W, and HKD 1.25 billion for China Life [3]

关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 雷军回应"丢轮保车" 豆包否认AI眼镜将出货 日前，腾讯微信"公众平台助手"小程序发布公告， 宣布自2026年3月2日起，公众平台助手小程序将停止提供服务。 自2026年3月2日起，公众平台助手小程序将 停止提供服务。如需继续在手机上管理公众 号,可前往应用市场下载「公众号助手」, 或在「微信」-「公众号 - 消息 ... " 留言 +7条 > 赞赏 大 通知 公开信息显示，腾讯公众平台助手小程序可帮助公众号运营方快捷查看每天最新消息、留言、赞赏信息及官方通知信息等。 来源： 南京日报、微信公众平台助手 官方表示，如果用户需继续在手机上管理公众号，可前往应用市场下载「公众号助手」，或在「微信」—「公众号」进行管理。 ...

艾媒咨询CEO(首席执行官)张毅在接受《每日经济新闻》记者采访时表示，这一现象的核心支撑除玩法 创新外，关键在于电竞生态商业化闭环的构建与高价值付费设计的落地；同时，头部集中效应显著，跨 平台协同导流与全球化出海溢价也发挥了关键支撑作用。 若论及2025年增长最为迅猛的游戏品类，射击赛道当属第一。 2025年末，中国音像与数字出版协会第一副理事长、游戏工委主任委员张毅君发布《2025年中国游戏产 业报告》，其中一组数据引发市场关注。报告显示，在国内收入排名前100名的移动游戏产品中，射击 游戏品类以7%的数量贡献了18.29%的收入，全年增量接近百亿元，成为国内第二大游戏品类。 这一赛道并非大厂独舞，腾讯、网易、点点互动等头部厂商不仅自身实现了产品创新突破，更带动了中 小团队的发展，各自凭借差异化创新形成了多元竞争格局。 此外，国内厂商在射击游戏移动端体验优化上的持续突破，成为推动品类市场扩容的重要变量。 市场容量超预期扩容 射击作为游戏行业的主流品类，长期占据核心市场份额，而2025年该赛道的热度更是创下近年新高。 从全球市场表现来看，多款重量级射击新作密集登场并斩获亮眼成绩：美国互动娱乐软件公司EA(艺电 ...

Core Insights - Tencent has officially launched the "AI Application and Online Tool Mini Program Growth Plan" to support developers in creating AI mini programs within the WeChat ecosystem [1][3] - This initiative is seen as a significant step towards the long-anticipated WeChat Agent, aiming to enhance the practical application of AI technology [2][10] Group 1: Tencent's Strategy and Support for Developers - Tencent is providing substantial resources to developers, including cloud development resources, AI computing power, data analysis, advertising monetization, and traffic incentives [1][3] - The plan aims to lower barriers for AI development, making it easier for independent developers and small teams to create AI applications without the burden of backend infrastructure [4][10] - Tencent is offering 100 million tokens and 10,000 image generation credits to alleviate the financial burden on developers, allowing them to focus on user interaction without worrying about API costs [6][10] Group 2: Addressing Key Challenges in AI Development - The initiative addresses critical issues faced by AI developers, such as high development costs, expensive computing power, difficulty in gaining traffic, and slow monetization [3][5] - Tencent's approach includes providing free cloud development environments and backend capabilities, promoting a serverless development model [4][10] - The plan also includes free access to "We Analysis Professional Version" to help developers understand user behavior and improve retention [8][10] Group 3: Future Implications and Market Position - The growth plan is viewed as a large-scale "crowdsourcing" effort to build a diverse range of AI applications that will contribute to the future WeChat Agent [11][19] - Tencent's recent organizational restructuring and the appointment of a young AI scientist signal a shift towards strengthening its core AI capabilities [16][17] - Despite the delays in launching the WeChat Agent, the market remains optimistic due to Tencent's unique social ecosystem, which provides a high-frequency and sticky environment for AI applications [18][19]