| 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) | 374381.67 | -12829.26 | -1.96 | | 00700 | 腾讯控股 | 港股通(沪) | 256404.25 | 47186.91 | 0.76 | | 02899 | 紫金矿业 | 港股通(沪) | 234866.76 | -160485.92 | 4.35 | | 01810 | 小米集团-W | 港股通(沪) | 202530.35 | 52716.55 | -2.81 | | 02865 | 钧达股份 | 港股通(沪) | 200947.57 | 22193.94 | -6.56 | | 00941 | 中国移动 | 港股通(沪) | 199564.94 | -117692.48 | -0.88 | | 00981 | 中芯国际 | 港股通(沪) | 197489.33 | 18826.54 | -3.27 | | 09988 | 阿里巴巴-W ...

Core Viewpoint - Tencent is focusing on a stable and strategic approach to its AI development, emphasizing a careful and integrated method rather than simply following market trends [1][3]. Group 1: AI Strategy and Investment - Tencent's CEO, Ma Huateng, announced a significant investment of 1 billion RMB for the "Yuanbao" AI application during the Spring Festival, aiming to leverage social engagement to promote AI products [1]. - The company has optimized its AI talent structure by introducing younger, native AI professionals and is restructuring to integrate large models with product teams for better innovation [1][3]. Group 2: Business Units and Performance - The Cloud and Smart Industry Group (CSIG) is expected to achieve overall profitability by 2025, with key products like QQ Browser and Tencent Meeting being integrated [3]. - Tencent is replicating the success of "WeChat Red Packets" to promote its AI products, with plans to distribute 1 billion RMB in cash during the Spring Festival [3]. Group 3: WeChat and Ecosystem - Ma Huateng referred to the WeChat Business Group (WXG) as a core pillar, advocating for a patient approach to AI upgrades in WeChat's ecosystem while maintaining a decentralized strategy [4]. - The focus remains on enhancing long-term product competitiveness and user experience, with a commitment to privacy and security in the WeChat intelligent ecosystem [4]. Group 4: Gaming and Content - The Interactive Entertainment Group (IEG) is prioritizing the "evergreen game" strategy, introducing new AI-driven gameplay and content innovations [4]. - The Platform and Content Group (PCG) is reviving classic products using AI capabilities, such as QQ Show and QQ Farm, while enhancing cross-platform functionality with partners like Microsoft [4]. Group 5: Advertising and Financial Services - Despite rapid growth in advertising revenue due to AI, the income share remains low compared to industry averages, indicating significant future commercialization potential [4].

Core Viewpoint - In 2026, major companies are entering a new round of competition for AI application traffic, following the mobile internet era, with a focus on aggressive strategies and comprehensive engagement [1] Company Developments - Tencent's CEO Ma Huateng reassured employees at the January 26 employee meeting, emphasizing the company's steady approach and focus on its own pace amidst AI anxieties [2] - Tencent's AI assistant "Yuanbao" has evolved from a technical experiment to a leading AI application, rapidly growing its user base and integrating its capabilities across multiple Tencent platforms [2] - Tencent has restructured its AI development framework, establishing new departments and appointing former OpenAI researcher Yao Shunyu as a key figure in its AI strategy, indicating a significant acceleration in its AI initiatives [3] New AI Features - Tencent's "Yuanbao" launched a new social AI feature called "Yuanbao Party," aimed at enhancing user interaction in social scenarios, allowing seamless integration with WeChat and QQ [4] - The company is reviving its tradition of distributing cash red envelopes during the Spring Festival, announcing a distribution of 1 billion yuan in cash through the Yuanbao app, signaling its commitment to the AI sector [4][5] Industry Competition - As the Spring Festival approaches, major companies are gearing up for a new competition centered around AI, with significant investments and resources being allocated to promote their AI assistants [6][7] - Baidu announced a cash red envelope activity through its Wenxin assistant, while ByteDance secured exclusive AI cloud partnership for the Spring Festival gala, highlighting the competitive landscape [7] - The upcoming Spring Festival presents a critical opportunity for companies to establish user reliance and emotional connections with their AI assistants, which will be crucial in the emerging AI-native era [8]

Core Viewpoint - Tencent's founder Ma Huateng expressed concerns about the safety of the Doubao phone, jointly launched by ByteDance and ZTE [1] Group 1 - Doubao phone assistant acknowledged public concerns regarding security and privacy [1] - The assistant adheres to user authorization and compliance principles, only accessing necessary capabilities with explicit user consent [1] - Data processing in the cloud follows a "no storage, no training" principle, ensuring encrypted data transmission and strict protective measures to safeguard user privacy [1]

1月26日，在一年一度的腾讯员工大会上，谈到对腾讯元宝的期待时，腾讯CEO马化腾坦言。 在现场，马化腾首先回顾过去几年腾讯触底反弹的过程：2021年到2023年疫情期间，行业进入寒冬期， 腾讯提出"聚焦主业、降本增效、减脂增肌"，在随后几年中很快恢复增长，并且在AI的投入上持续加大 力度。 在他看来，ChatGPT和DeepSeek改变AI发展的进程，但每个企业穿越周期的节奏不一样，过往业务的长 青保证腾讯在AI上可以长期投入。"每个企业的基因不同、体质不同，腾讯的风格就是稳扎稳打。"他表 示，在AI战略上，腾讯有自己的考虑和节奏，核心是产品的长期竞争力和用户的体验，现在正在各个 业务板块和平台上仔细思考，持续点亮新的技能。 值得注意的是，马化腾此次还点评了行业动态：对于字节和中兴推出的豆包手机，以及阿里千问接入宣 布全面接入淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务，打通400多项功能一事，马化腾强 调腾讯的安全立场，表示腾讯一贯旗帜鲜明的反对用黑产外挂的方式把用户的手机和电脑屏幕录屏传到 云端，因为这是极其不安全、不负责任的。 这番言论立刻引起了行业关注。1月26日，豆包手机助手官方微博就外界关注的 ...

与主流的单一交互的Chatbot（对话机器人）不同，"元宝派"更像是一个能让AI陪一群人玩的"社交空 间"，从"人机交互"到"人机共生"，在这个有AI的社交空间里，用户可以让AI参与聊天、调节氛围、执 行任务等。 记者体验看到，用户可以选择创建一个"派"，或者加入一个已有的"派"，加入后，在派内@元宝或引用 元宝的话，可以让元宝AI总结派内聊天、创建健身、阅读等兴趣打卡活动，由元宝AI担任"监督员"。不 止文字聊天，用户还可以在派内进行"图片二创"，将一张普通的照片变成有趣的"梗图"或表情包，在共 同创作中激发乐趣。 据悉，元宝派后续公测还将开放上线"一起看""一起听"玩法，该玩法接入了腾讯会议的音视频底层能 力，让用户可以邀请派内好友同步观看一部电影、一场比赛、听一首歌。 AI有了新玩法。1月26日，腾讯旗下AI助手元宝低调开启全新社交AI玩法"元宝派"内测。 1月25日，腾讯还宣布将在元宝APP内派发10亿现金红包。腾讯已经多年不参与春节"撒币"，本轮用10 亿真金白银砸向元宝，在AI赛道加速的决心可见一斑。 想实现以上功能，用户只需要在应用市场/APP Store将"元宝"APP更新到2.55.0及以上 ...

1月26日下午，腾讯召开2025年度员工大会，腾讯公司董事会主席兼首席执行官马化腾分享了公司在过 去一年的业务总结和战略思考，以及对2026年工作的全新展望。 马化腾在现场表示，在AI战略上，腾讯有自己的考虑和节奏，核心是产品的长期竞争力和用户的体 验，现在正在各个业务板块和平台上仔细思考，持续点亮新的技能。"未来人的时间越来越宝贵，帮用 户节省时间、提高效率是非常重要的，这也是我们产品可以融入AI来帮忙的一个思考点。" 币"10亿元现金，能否再次通过春节这一超级社交场景，实现腾讯AI提速值得关注。马化腾表示，希望 此举能够重现11年前的微信红包的时刻。 谈AI战略，腾讯风格就是稳扎稳打 在现场，马化腾首先回顾过去几年腾讯触底反弹的过程：2021年到2023年疫情期间，行业进入寒冬期， 腾讯提出"聚焦主业、降本增效、减脂增肌"，在随后几年中很快恢复增长，并且在AI的投入上持续加大 力度。 在他看来，ChatGPT和DeepSeek改变了AI发展的进程，但每个企业穿越周期的节奏不一样，过往业务的 长青保证了腾讯在AI上可以长期投入。"每个企业的基因不同、体质不同，腾讯的风格就是稳扎稳 打。"他表示，在AI战略上 ...

Core Viewpoint - Tencent emphasizes a steady and focused approach to its business, particularly in the context of AI development, highlighting the importance of long-term product competitiveness and user experience [5][6]. Group 1: AI Strategy and Product Development - Tencent's new product "Yuanbao" is inspired by past experiences and aims to explore new social interactions through AI, integrating features from existing platforms [5][6]. - The company plans to invest 1 billion yuan in cash red envelopes to attract new users to the Yuanbao app, hoping to replicate the success of WeChat's red envelope feature from 11 years ago [6][8]. - The "Yuanbao" app includes features such as AI interaction, task management, and multimedia activities, aiming to enhance user engagement and experience [10][12]. Group 2: Organizational Changes and Talent Acquisition - Tencent has restructured its AI team, moving the "Yuanbao" team to a more prominent position within the organization to enhance its AI application capabilities [15]. - The company has made significant changes in talent acquisition and organizational structure to strengthen its AI strategy, including the establishment of new departments focused on AI infrastructure and data [15][16]. - The appointment of key personnel, such as Yao Shunyu, signals a strategic focus on large models and AI applications within Tencent [15][16]. Group 3: Market Position and Competitive Strategy - Tencent aims to leverage its extensive user base and data to create a robust feedback mechanism, enhancing product development and user experience [18]. - The company believes that its ability to convert complex technology into user-friendly products will be crucial in the AI era, focusing on practical applications rather than just technical superiority [18]. - Tencent's strategy includes building a top talent pool and flexible organizational structures to adapt quickly to market changes and technological advancements [18].

就在昨日腾讯宣布10亿红包计划之后，百度随即通知称，自1月26日至3月12日，用户在百度APP使用文 心助手，有机会瓜分5亿现金红包，最高可获得1万元奖励。百度APP还将作为首席AI合作伙伴参与 《2026北京广播电视台春节联欢晚会》。 此前据智通财经记者了解，字节豆包已明确冠名春晚，或将带来新玩法与大量推广。 眼下多家大厂均已明确要开启春节AI应用"流量大战"，在社交领域具备优势的腾讯能否借助春节这一重 要时间节点实现AI提速，值得关注。 智通财经1月26日讯（记者 付静） 互联网巨头再度打响流量入口之战。 昨日，腾讯、百度则先后宣布，元宝、文心助手将分别投入10亿、5亿春节现金红包。就在一个月前， 火山引擎宣布成为2026年春节联欢晚会独家AI云合作伙伴。 智通财经记者从腾讯方面最新获悉，今日下午召开的腾讯2025年度员工大会上，腾讯董事会主席兼首席 执行官马化腾表示，希望此番10亿真金白银的动作将"重现11年前的微信红包的时刻。" 据昨日腾讯发布的《关于春节分10亿现金的通知》，元宝针对春节推出了10亿现金红包激励活动，将于 2月1日上线，用户在手机应用市场更新元宝APP至2.55.0版本及以上，即可参 ...

刚刚（1月26日），国家新闻出版署公布了2026年1月份的国产版号、进口版号，以及游戏审批变更信息，公示的审批时间为1月23日。 国产版号方面，今天共有177款游戏过审获得版号。 以申报类别划分：其中"移动"类别175个（含"移动-休闲益智"类别64款）、"客户端"类别2个、"网页"类别和"游戏机"类别本月没有新版号获批。值得一提 的是，共有10款游戏同时拿到了移动和客户端版号，可见多端多平台的趋势愈发明显。 回顾2025年，国家新闻出版署下发国产游戏版号共计1676个、进口游戏版号96个、游戏审批变更信息86条。如果从近一年的每月版号下发数量来看，可见 国产版号的获批数量在阶段性增长，本月的177个是近一年以来的次高。 以下为本批次版号的完整名单： | | | 2026年1月进口网络游戏审批信息 | | | | --- | --- | --- | --- | --- | | 序号 | 名称 | 申报类别 | 出版单位 | 运营单位 | | 1 | 彩虹六号: 攻势 | 客户端 | 华东师范大学电子音 上海纳原信息技术有 | | | | | | 像出版社有限公司 | 限公司 | | 2 | 彩虹岛:爱丽丝之境 ...