9月16日港股公司回购一览 代码 简称 回购股数 证券时报•数据宝统计显示，9月16日有30家香港上市公司进行了股份回购，合计回购2049.78万股，回 购金额6.57亿港元。 腾讯控股回购数量85.30万股，回购金额5.51亿港元，回购最高价为649.000港元，最低价为641.000港 元，年内累计回购金额521.56亿港元；恒生银行回购数量20.00万股，回购金额2379.92万港元，回购最 高价为119.700港元，最低价为118.400港元，年内累计回购金额7.69亿港元；美高梅中国回购数量120.00 万股，回购金额1862.25万港元，回购最高价为15.640港元，最低价为15.390港元，年内累计回购金额 3.45亿港元。 以金额进行统计，9月16日回购金额最多的是腾讯控股，回购金额为5.51亿港元；其次是恒生银行，回 购金额为2379.92万港元；回购金额居前的还有美高梅中国、华检医疗等。回购数量上看，9月16日回购 股数最多的是太平洋航运，当日回购量为400.00万股；其次是天立国际控股、酷派集团等，回购数量分 别为313.00万股、260.00万股。 值得关注的是，本次回购5.51亿港元 ...

据硅基流动消息，硅基流动大模型服务平台已上线腾讯混元团队最新开源的翻译模型Hunyuan-MT-7B。 该模型支持33个语种互译（除中文、英语、日语等常见语种外，也包含捷克语、马拉地语、爱沙尼亚 语、冰岛语等小语种），包括5种民汉语言/方言。 ...

Group 1: US-China Economic Talks - The US-China economic talks in Madrid resulted in constructive communication regarding issues like TikTok, emphasizing mutual respect and equal negotiation [2][3] - China opposes the politicization of technology and trade issues, asserting that it will protect national interests and the rights of Chinese companies [2] - Ongoing dialogue between the two nations is seen as a positive step towards resolving differences, particularly concerning technology and trade [2][3] Group 2: Financial Reporting Proposal - President Trump proposed that companies should report financial results semi-annually instead of quarterly, aiming to reduce costs and allow management to focus on operations [4][5] - The current quarterly reporting system has been in place since 1970, aimed at increasing transparency in the wake of the 1929 stock market crash [4] - If implemented, this proposal could reduce transparency in the US stock market, which has been a key factor in attracting global investors [5] Group 3: Tencent's Cloud Strategy - Tencent is adapting its cloud services to support mainstream domestic chips, enhancing its AI computing capabilities [6][7] - The international revenue of Tencent Cloud saw significant growth, with overseas customer numbers doubling in the past year [6] - The adaptation of domestic chips is a strategic move to ensure resource availability amid global chip supply challenges [6][7] Group 4: iPhone 17 Pre-orders - Pre-orders for the iPhone 17 are significantly higher than previous models, with delivery times in China increasing from 10 days to 27 days [8] - The strong demand is attributed to substantial upgrades in the standard version, while the price remains competitive [8] - Apple's Pro series continues to target the high-end market, maintaining strong customer loyalty despite increased competition [9] Group 5: Dairy Industry Regulation - New regulations prohibit the use of reconstituted milk in sterilized milk production, mandating the use of fresh milk instead [10][11] - This change is expected to improve the quality of milk products available to consumers, reflecting the increased domestic production of fresh milk [11] Group 6: Optical Chips Development - A new optical chip developed by US scientists significantly enhances energy efficiency for AI tasks, potentially improving performance while reducing power consumption [12][13] - The chip utilizes light for data processing, which could revolutionize AI applications by enabling faster and more efficient computations [12] Group 7: Fund Market Growth - Non-monetary fund holdings in China surpassed 10 trillion yuan for the first time, with significant growth in stock index funds [14][15] - The market is seeing increased participation from younger investors, with major players like Ant Fund leading in various fund categories [14] - Upcoming fee reductions in public funds may challenge third-party distribution agencies, shifting focus to maintaining existing clients [15] Group 8: Stock Market Overview - The stock market experienced fluctuations, with a notable increase in trading volume and a positive shift in market sentiment [16][17] - The technology sector is facing increased volatility, with expectations of a market adjustment following previous highs [17]

转自：腾讯技术工程 话题背景 在 A I 加持下，自己现在学习经常通过费曼学习法查漏补缺，很少系统性学习，这往往造成自己对某些 问题总是浅尝辄止一知半解。 那么有鹅厂童鞋提问了： 当我们接触新领域或者学习新的编程语言的时候，还有没有必要系统性地去 看出来打牢自己的基础？ 可以尝试放大视野，先问自己一个核心问题： 我作为程序员，究竟想做什么？ 可以结合自己当前的困难或者爱好作为立足点，去挖掘一个需要具体执行的事项。 比如： 鹅厂工程师的看法 01 miao-后台开发 AI时代下，程序员无需死磕过时的工具书，但放弃系统性学习等同于放弃技术纵深。最优 策略是：用书籍搭建骨架，用AI填充血肉，用项目实践注入灵魂。 正如Dijkstra所言："计 算机科学不是关于计算机的学科，正如天文学不是关于望远镜的学科。"—— 理解本质， 工具方能为你所用。 02 zhicheng-后台开发 有，使用ai的前提是 你知道什么是对的，或者有办法证伪。 03 csquare -后台开发 我最近的服务在性能上遇到了问题，需要排查=>有什么解决方案=>解决方案实现的原理 是什么 ？ 我想做一个 ai 工具 => 如何实现？=> 背后的技术 ...

Group 1 - The core focus of the Tencent Global Digital Ecosystem Conference is the advancement of AI technologies and products, emphasizing the commitment to making AI widely applicable across various industries [1] - Tencent's Q2 2025 financial report indicates that AI is becoming a new revenue growth engine, with the company planning to open its AI capabilities and advantages to enhance enterprise innovation [1][2] - The launch of several AI products and solutions, including the Tencent Cloud Intelligent Agent Strategic Overview and the ADP 3.0 development platform, aims to create a robust AI ecosystem [1][2] Group 2 - Tencent Cloud announced a comprehensive upgrade of its international product offerings, positioning itself as a competitive player in the cloud market, with a ToB revenue growth reaching 55.5 billion yuan in Q2 2025 [2] - The introduction of the multi-modal intelligent data lake TCLake allows enterprises to efficiently process diverse data types, enhancing the deployment of Agent applications [2] - Tencent has released over 30 new models in the past year, embracing open-source initiatives and achieving significant community engagement with its 3D models [2][3] Group 3 - Tencent Cloud's strategy includes adapting to mainstream domestic chips and contributing to the open-source community, addressing concerns about computing power [3] - The company is facilitating the international expansion of various Chinese enterprises, while also assisting well-known global companies in improving operational efficiency [3]

Group 1 - Tencent officially launched the AI Application Prosperity Plan at the 2025 Tencent Global Digital Ecosystem Conference, which includes two core modules: "AI Co-Creation Camp" and "AI Hundred Schools Tour" [1] - The new phase of the AI Co-Creation Camp has started with participation from 18 partner representatives, focusing on incubating intelligent agents and large model applications in vertical scenarios through resource sharing and industry collaboration [1][2] - Over 300 companies have registered for the AI Co-Creation Camp, with nearly 3,000 participants for the first offline event, covering various industries such as finance, law, manufacturing, and consumer sectors [1] Group 2 - Tencent will provide threefold support in technology, resources, and content to assist partners in their growth and development [2] - The company will offer technical support for product co-creation, public cloud model computing resources, and training programs including industry insights and model integration [2] - Tencent has established a mature co-creation loop through the Mixed Yuan Training Camp, collaborating on over 50 practical scenarios and incubating multiple cross-domain benchmark projects [2]

Group 1 - Alibaba is reportedly negotiating with WeChat to allow Taobao to open mini-programs within WeChat for direct transactions, with Taobao offering WeChat Pay without password as a trade-off [3] - A Beijing court ruled in favor of a car owner against Tesla, ordering the company to provide complete driving data from the 30 minutes prior to an accident, emphasizing consumer rights [4][5] - Intel's China chairman Wang Rui is set to retire, marking a planned management transition following the appointment of Wang Zhichong as vice chairman [6] Group 2 - Xiaomi is adjusting the sales structure for its SU7 Ultra model, previously exclusive to Ultra Master, now available to all Xiaomi car sales [8] - The monthly active user count for Doubao has surpassed DeepSeek, leading the AI app rankings in China [9] - JD.com's founder Liu Qiangdong expressed a desire for healthy competition in the food delivery sector, emphasizing the importance of business strategy over personal conflicts [9] Group 3 - ByteDance denied rumors of shutting down its Shanghai studio and laying off 300 employees, clarifying that the studio remains operational [9] - XPeng's eVTOL aircraft experienced an incident at an airshow, but no injuries were reported, and an investigation is underway [9] - Taier's parent company, Jiumaojiu Group, plans to complete the transformation of its fresh fish stores by the end of 2026, aiming to enhance customer experience [11] Group 4 - OpenAI has appointed Mike Liberatore, former CFO of xAI, to oversee its financial operations [11] - AI robotics company Figure completed a Series C funding round exceeding $1 billion, with a post-money valuation of $39 billion [17] - Databricks Ventures has invested in AI and data consulting firm Indicium, aiming to enhance collaboration on advanced AI features [17] Group 5 - The global semiconductor equipment market's top 10 companies generated over $64 billion in revenue in the first half of 2025, reflecting a 24% year-on-year growth [29]

Group 1 - Tencent Holdings has successfully raised 9 billion yuan (approximately $1.27 billion) through a three-tranche offshore yuan bond deal [1]

Core Viewpoint - Tencent is fully opening its AI capabilities, positioning it as a core engine for driving industrial efficiency transformation [1][3] Group 1: AI Technology and Product Development - Tencent aims to enhance industrial efficiency through "intelligentization" and expand revenue through "globalization," which are seen as the two core growth drivers for enterprises [3] - The company is transitioning AI from a technical concept to a practical productivity tool, using its vast internal operations as a testing ground to develop a comprehensive AI service system [4] - Tencent's AI inference computing demand is surging, with a shift in market focus from AI training to AI inference capabilities expected by 2025 [4][5] Group 2: AI Infrastructure and Solutions - Tencent has launched the "Agent Runtime" solution for intelligent agents, featuring a "cloud sandbox" with a startup time of approximately 100 milliseconds and supporting tens of thousands of concurrent instances [4] - The company has adapted its heterogeneous computing platform to mainstream domestic chips, providing high-cost performance AI computing power to alleviate supply pressure [3][4] Group 3: Market Trends and Projections - The demand for AI inference indicates a more diverse range of application scenarios and increased sensitivity to costs, leading to a rise in demand for diversified and cost-effective computing solutions [5] - Tencent's AI-native application "Tencent IMA" saw its monthly active users increase 80 times within six months, and the "Yuanbao" service provided 150 million answers related to college entrance examination questions [5] Group 4: Developer Productivity and Internal Use - Over 90% of Tencent's engineers use the AI coding tool CodeBuddy, which has reduced coding time by over 40%, with AI-generated code accounting for more than 50% of new code [6] - The AI features in Tencent Meeting have seen a 150% year-on-year increase in user numbers, reflecting the tangible impact of AI on work processes [6] Group 5: Global Expansion Efforts - Tencent plans to invest $150 million in building its first data center in Saudi Arabia and a third data center in Osaka, Japan, as part of its internationalization strategy [8] - The company has successfully migrated multiple services of Indonesia's GoTo Group to Tencent Cloud, marking a significant achievement in its cloud migration capabilities [9]

Core Insights - Tencent officially launched the AI Application Prosperity Plan at the 2025 Tencent Global Digital Ecosystem Conference, focusing on AI co-creation and talent cultivation in collaboration with global partners [1] Group 1: AI Co-Creation Program - The new phase of the AI Co-Creation Camp has been initiated, with 18 partner representatives including Shenzhen Chuangxiang Sanwei Technology Co., Ltd. and Suzhou Aolewei Information Technology Co., Ltd. participating in the launch ceremony [3] - Over 300 companies have registered for the AI Co-Creation Camp, with nearly 3,000 participants in the first offline event, covering various industries such as finance, law, manufacturing, and consumer sectors [3] Group 2: Support and Resources - Tencent will provide three types of support: technical, resource, and content, to assist partners in their growth and development [4] - Technical support includes product co-creation and comprehensive coverage of partners' technical needs, while resource support involves public cloud model computing power and search service resources [4] - Content support will include training on industry insights, general courses on intelligent agents and large model products, and assistance in applying for ASP and CSP service certifications [4] Group 3: Educational Initiatives - Tencent will offer free access to "AI Application Experience, AI Public Courses, and AI Training Camps" at over 100 universities nationwide, aimed at enhancing students' core AI skills and future competitiveness [4]