Core Viewpoint - The report from Jefferies maintains a "Buy" rating for Tencent Holdings (00700) and raises the target price from HKD 706 to HKD 794, highlighting AI-driven growth factors in marketing services and the acceleration of non-payment financial technology and cloud services [1] Group 1: Financial Performance - Tencent's revenue growth in marketing services is driven by multiple AI-related factors [1] - The financial technology and enterprise services sectors benefit from the acceleration of non-payment businesses, such as consumer loans, and cloud services [1] Group 2: Strategic Outlook - Jefferies reaffirms Tencent as a preferred stock for 2026, with AI expected to act as a growth catalyst across various business areas [1] - The company's third-quarter online gaming product mix strategy has contributed to growth, with a continued focus on creating top-tier gaming titles [1] Group 3: Product Development - The game "Delta Action" is anticipated to reach a new daily active user milestone by September 2025, and it is expected to become another evergreen title for the company [1]

智通财经查询爱奇艺发现，目前爱奇艺黄金VIP会员只能在1台设备上同时播放，可在5台设备上同时登 录。账号不得以转让、出租、出借、售卖、分享或者其他任何方式交由他人使用。因存在上述违规行为 触发爱奇艺账号安全管理风控策略导致出现验证、账号异常、被封停等风险，均由账号持有者自行承担 等。（智通财经，德塔） > 腾讯视频 VIP VIP 首页 电视剧 NBA 电影 对此，腾讯视频相关工作人员对密度财经表示，账号首次超限进入保护期后，前2次可通过手动操作解 除限制，但随着超限次数增加，保护期会逐步延长，其中7天封禁已属于较长时长的处罚，若累计达到 第6次，将存在彻底封号的可能。 智通财经查询腾讯视频APP账号保护规则发现，同一腾讯视频VIP账号最多可在3台设备登录，且同一时 间同一账号最多可在1台设备上使用；SVIP账号最多可在8台设备上使用，且同一时间同一账号最多可 在3个设备上使用，超出上述范围使用的，为保护账号安全和会员权益、资产、隐私等，账号将进入安 全保护期。 此外，腾讯方面在接受《科创板日报》采访时表示，对超出限制设备数量的账号进行封号，是为了防止 黑灰产。一位接近腾讯视频的知情人士称，整个影视行业里的黑 ...

近期，专职从事贷款中介业务的老吴遭遇了一件糟心事—— 在发布了一条关于"xx贷款不看查询，不看负债"的朋友圈后，其微信账号被封，系统提示其"金融违规"。 庆幸当时只被封了几分钟，后来又可以登陆。 系统还提示，如果再有此操作将会被永久封号。 不只是老吴一个人有此遭遇。 另一位渠道中介在发布了一些营销宣传后，账号同样遭遇被封。 该渠道中介的微信出现了如下提示： 种种迹象表明，微信的重拳正挥向"贷款中介"。 一场针对金融类营销的清洗与重塑正在微信平台拉开序幕。 微信此操作，对于数百万贷款渠道中介来说，绝对是致命的影响。 2024年，北京大学普惠金融与法律监管研究基地相关调研报告显示，全国大约有将近150-200万信贷中介从业人群，还不包括使用插车、电销、陌拜、派 单等展业方式的，具体从业人数无法精准统计。 01 贷款中介的未来 老吴从事贷款中介工作已经超10年，主要推广小微企业贷款。 最早依靠地推的形式，也就是走街串巷陌拜，以及四处散发小卡片的形式宣传自己的业务。 后来累积了一定的资源后，开了自己的公司，接一些对公的合作—— 上游合作一些小贷公司、金科公司，下游对接一些电销公司、小型的个人中介。 虽然贷款中介一直备 ...

Core Viewpoint - The article discusses Tencent's strategic moves in the AI market, particularly focusing on the integration of its AI product "Yuanbao" with DeepSeek, highlighting the importance of user demand and the evolving landscape of AI applications in both consumer and enterprise sectors [4][6]. Group 1: AI Market Changes - The domestic large model market has become more concentrated, with open-source strategies becoming crucial for major models like DeepSeek [7]. - Tencent's AI products have shifted from being solely based on its own models to integrating multiple large models, indicating a more collaborative approach [8]. Group 2: Strategic Decisions - The decision to integrate Yuanbao with DeepSeek was driven by a strong user demand and the recognition of a new market opportunity [9][10]. - The leadership at Tencent, including Pony Ma and Martin Lau, supported the idea of placing Yuanbao under a product-focused team to enhance its market presence [10][11]. Group 3: Product Development and Integration - Yuanbao's integration into various Tencent platforms, including WeChat, has been unprecedented, showcasing Tencent's commitment to the AI sector [35][36]. - The company is actively exploring different product scenarios to enhance Yuanbao's functionality and user engagement [36][40]. Group 4: User Experience and Interaction - The interaction style of Yuanbao varies across platforms, with a more casual tone in WeChat compared to a more formal approach in its standalone app [67][73]. - The team is experimenting with different interaction styles to cater to user preferences, aiming for a more personalized experience [82][84]. Group 5: Future Outlook and Market Position - The competition in the AI chatbot market is expected to remain fragmented, with users having diverse preferences for different products [91][92]. - Tencent views its AI initiatives as a critical battle akin to the mobile internet era, emphasizing the importance of establishing a strong user base in the AI landscape [122][125].

有媒体报道说微信开始内测「批量撤回消息」的功能，我看了下自己几个手机上的版本，都还没有被灰度到。 所谓批量撤回消息，其实是撤回消息功能的升级版，支持一键撤回一定时间内的消息。 功能操作上，会在原本撤回弹出菜单里新增一个选项，点击后会一次性撤回两分钟内的所有消息。 举个例子，有些人发消息时习惯一句话分成几段发出去，比如一句完整的话是「今天下午一起去游泳吧」，然后被拆分成两句发出去，分别是「今天下 午」和「一起去游泳吧」。 我想了下，这个功能可能对这么一类场景有帮助。 如果想撤回这句完整的意思就得连续操作撤回两次，要是正好卡在两分钟的节点上，那有些内容就无法撤回了。 因此，撤回本次发送的全部消息就能一键清除所有分段消息，从便利性来看是有所提升的。 特别是在一些讨论场景中，其中一方巴拉巴拉说了好多句，结果回过神来来发现说得不合适，于是撤回重来，那么这个功能就非常有价值。 还有就是在发文字配合图片的场景中，撤回文字和图片之前要分两步操作，现在也是一键搞定。 不过，对于大多数普通场景来说，单次撤回功能已经够用了。 微信开始内测的这个「批量撤回消息」功能属于常规功能延伸，属于有了会更好，但没有也不影响的优先级。 即便是删 ...

Core Viewpoint - WeChat has introduced a new feature for message recall, allowing users to recall all messages sent in a single operation, enhancing efficiency in correcting mistakes [1][2]. Group 1: New Feature Details - The new option "Recall all messages sent this time" allows users to recall multiple messages at once instead of recalling them one by one [2]. - This feature is currently in a limited testing phase, available to only a small number of users [5]. - Different types of messages have varying recall time limits: text messages can be recalled within 2 minutes, while files like Word, Excel, and PDFs can be recalled within 3 hours [6]. Group 2: User Feedback - Some users find the new feature very useful, while others have suggested extending the recall time to 2 hours [4].

近日，有网友在社交平台发文称，自己的腾讯视频VIP账号因登录设备数量超过3台限制，被平台封号7 天。 从该网友晒出的App页面截图中可见，其腾讯视频VIP账号已累计在4台设备上播放，超出了最多3台的 上限。为保护账号安全及会员权益，该账号已于10月7日进入第4次账号保护期，至10月14日将自动恢 复。 相关网页发布内容截图 在腾讯视频App中的"登陆设备管理"页面中，观察者网注意到，腾讯视频VIP账号最多支持3台设备登 录，仅允许1台设备同时播放；SVIP会员则可登录8台设备，并允许3台设备同时进行播放；家庭卡会员 则可登录10台设备，允许4台设备同时播放。 | | 腾讯视频VIP | 腾讯视频SVIP | | --- | --- | --- | | 累计播放设备 | 3台 | 8台 | | 同时播放设备 | 1台 1 | 3台 | | 家庭卡 享10台累计播放 4台同时播 | | 详情 > | | 家庭多身份 | SVIP观影权益 | 家庭资产共享 | | 多人观看互不干扰 | 会员内容全端看 | 一人付费全家共享 | | 家长守护 | 长辈关怀 | 每月权益 | | 管控子女观影健康 | 帮助长辈找影片 ...

Group 1 - The Hang Seng Index experienced a decline of over 3%, with notable drops in major stocks such as SMIC down 7.49% to HKD 77.25, Alibaba down 4.73% to HKD 165.2, and Tencent down 4% to HKD 648.5 [1] - The recent rebound of the US dollar index has surpassed 99 points, indicating a shift in market dynamics [1] - IMF President Kristalina Georgieva highlighted in a speech that global stock prices surged due to optimism about AI's productivity potential, but warned that financial conditions could "suddenly turn," with current valuations nearing levels seen during the internet boom 25 years ago [1] Group 2 - Huatai Securities reported that the domestic AI narrative continues to evolve, with China having top-tier companies in various related fields, many of which are listed in Hong Kong [2] - The Hang Seng Tech Index has risen 45% this year, with nearly a 20% increase since August, driven by the resurgence of AI as a key trading theme in Hong Kong stocks [2] - The technology sector is expected to lead a new round of asset revaluation in Hong Kong stocks, with significant mid-term allocation value [2]

Group 1 - The Hang Seng Index experienced a decline of over 3%, with notable drops in major stocks such as SMIC down 7.49% to HKD 77.25, Alibaba down 4.73% to HKD 165.2, and Tencent down 4% to HKD 648.5 [1] - The recent rebound of the US dollar index has surpassed 99 points, indicating a shift in market dynamics [1] - IMF President Kristalina Georgieva highlighted in a speech that global stock prices surged due to optimism about AI's productivity potential, but warned that financial conditions could "suddenly turn," with current valuations nearing levels seen during the internet boom 25 years ago [1] Group 2 - Huatai Securities reported that the domestic AI narrative continues to evolve, with China having top-tier companies in various related fields, many of which are listed in Hong Kong [2] - The Hang Seng Tech Index has risen 45% year-to-date, with a nearly 20% increase since August, driven by the resurgence of AI as a key trading theme in Hong Kong stocks [2] - The technology sector is expected to lead a new round of asset revaluation in Hong Kong stocks, indicating significant mid-term allocation value [2]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月10日｜港股主要指数午后加速回调，科技股领跌，恒生科技指数跌超3%，恒指跌1.8%。个 股中，中芯国际跌近7%，华虹半导体、百度、快手跌超5%，阿里、比亚迪(002594)电子、蔚来、哔哩 哔哩、金蝶国际跌超4%，金山软件、腾讯、舜宇跌超3%。 | 代码 | 名称 | 涨跌幅 ^ | 年初至今涨跌 | 总市值 | | --- | --- | --- | --- | --- | | 00981 | (0) 中芯国际 | -6.89% | 144.50% | 6219.97亿 | | 01347 | 华虹半导体 | -5.52% | 271.82% | 1397.04亿 | | 09888 | 百度集团-SW | -5.32% | 52.84% | 3476.21亿 | | 01024 | 快手-W | -5.07% ...