9月16日恒生指数下跌0.03%，报收26438.51点，全天南向资金通过港股通渠道合计净卖出31.89亿港 元。 证券时报·数据宝统计，9月16日港股通全天合计成交金额为1657.66亿港元，成交净卖出31.89亿港元。 具体来看，沪市港股通成交金额1082.65亿港元，成交净卖出29.76亿港元；深市港股通成交金额575.01 亿港元，成交净卖出2.13亿港元。 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57.96亿港元，成交金额居 首；其次是脑动极光-B、佰泽医疗，成交金额分别为55.71亿港元、48.83亿港元。以净买卖金额统计， 阿里巴巴-W净买入额为18.98亿港元，净买入金额居首，该股收盘股价下跌0.71%。净卖出金额最多的 是盈富基金，净卖出31.70亿港元，收盘股价下跌0.07%。 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31.74亿港元；其次是小米集 团-W、药捷安康-B，成交金额分别为18.85亿港元、18.82亿港元。以净买卖金额统计，有5只股为净买 入，净买入金额最多的是阿里巴巴-W，净买入11.33亿港元，该股收盘下跌0.71%。净 ...

"把时髦的理念变成实际的效率""在大航海时代赢得增长"，腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生在9月16日宣布，腾讯将打造"智能 化"与"全球化"两大效率引擎。 当天，他让C端（用户）应用腾讯元宝以B端（企业）技术顾问的身份分享企业增长策略。这个跨界身份的背后是腾讯元宝已与微信、腾讯会议、腾讯文档 等10个C端和B端的应用打通，智能体解决方案等也是腾讯为企业增长提出的智能化新解法。面对全球化，腾讯云将从基础设施、技术产品以及服务能力三 个方向做B端生意。具体到基础设施，腾讯云全面适配主流国产芯片，并计划在日本大阪和沙特新建可用区。 三年前，腾讯提到"宁要150斤的肌肉，也不要200斤的虚胖"。当天，汤道生认为，腾讯在云市场已是"健硕参赛者"。IDC最新数据显示，2024年中国AI公有 云市场中，腾讯云位居前三名。 打通C和B的技术与场景 "以人为本""好用的AI"，汤道生演讲时，背后的大屏幕出现了这两个理念。怎样理解如此抽象的概念，他的解释是：让AI服务于场景中的人，满足人的需 求，提升工作的效率，优化交互的体验，甚至提供情绪价值。 紧接着，腾讯元宝作为第一个应用被拿来举例。 2024年5月底 ...

Core Insights - Tencent is fully opening its AI capabilities, viewing it as a core engine for driving industrial efficiency transformation [1] - The company aims to shift from scale expansion to efficiency competition in response to rising costs and profit pressures [1][8] AI Implementation Acceleration - Tencent is accelerating the transition of AI from a technical concept to a practical productivity tool, using its vast business as the first testing ground [2] - The company has launched the "Agent Runtime" solution, which supports rapid startup times and high concurrency for AI applications [2] Shift in AI Demand - The industry is witnessing a shift from AI training to AI inference, with a significant increase in demand for inference computing power expected by 2025 [3] - Tencent's AI-native application "Tencent IMA" saw its monthly active users increase by 80 times in six months, indicating a surge in AI application usage [3] Model and Platform Development - Tencent's self-developed "Hunyuan" model has upgraded its modeling accuracy by three times, and the intelligent agent development platform has undergone nearly 600 feature iterations in three months [4] - Over 90% of Tencent's engineers are using the AI programming tool CodeBuddy, which has reduced coding time by over 40% [4] Globalization Efforts - Tencent is accelerating its internationalization process to support Chinese enterprises going global, with plans to invest $150 million in a data center in Saudi Arabia [6] - The company has successfully migrated multiple services of Indonesia's GoTo Group to Tencent Cloud, showcasing its migration capabilities [6][7] New Paradigm for Efficiency Growth - Tencent's dual focus on "intelligentization" and "globalization" aims to provide a technology-driven efficiency model for growth amid economic pressures [8] - Collaborations with companies like Huazhu Group and Midea Group demonstrate the effectiveness of Tencent's solutions in enhancing operational efficiency [8]

Core Insights - Tencent Smart Retail has signed a strategic cooperation agreement with Yiwu Small Commodity City to advance the digital transformation of Yiwu's sixth-generation market [1][4] - The collaboration will focus on four core areas: customer flow digitization, space digitization, activity digitization, and marketing digitization, aiming to create a comprehensive digital trade solution [2] Group 1: Strategic Focus - The partnership will prioritize three main tasks: promoting a digital trade model in Yiwu, upgrading the Chinagoods membership system for an integrated online-offline service platform, and establishing a smart trade IP landmark [2][4] - Tencent will leverage its digital technology and ecosystem capabilities to enhance brand influence and trade efficiency for merchants, while also optimizing product innovation and marketing for small and medium-sized enterprises [2][4] Group 2: Market Evolution - Yiwu is transitioning from a traditional experience-driven market to a technology-driven market, marking a significant evolution comparable to its previous transformation into a "world supermarket" [3][4] - The upcoming opening of the Yiwu Global Digital Trade Center signifies Yiwu's entry into the sixth generation of digital markets, aiming to set a new standard for global small commodity trade [4] Group 3: Broader Implications - The collaboration between Yiwu and Tencent is expected to provide a model for the digital transformation of China's real economy, showcasing a replicable experience for other markets [4] - The integration of digital technology into Yiwu's trade ecosystem is anticipated to reshape global small commodity trade standards and enhance the overall efficiency of the trade chain [4]

格隆汇9月16日｜2025腾讯全球数字生态大会期间的媒体交流中，对于AI相关业务带来的收入情况，腾 讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生表示，AI相关的收入增长明显，腾讯云作为 云厂商，AI浪潮对AI Infra这些基础设施的拉动毫无疑问，模型和Agent也有很多使用案例，这些都对收 入有带动。但国内市场环境竞争激烈，和海外订阅式产品的付费习惯有差距，这也是国内和海外市场的 差异。 ...

Core Insights - On September 16, 2025, Alibaba-W (09988), Brainstorm Aurora-B (06681), and Baize Medical (02609) were the top three stocks by trading volume in the Southbound Stock Connect, with trading amounts of 57.96 billion, 55.71 billion, and 48.83 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Xiaomi Group-W (01810), and PharmaJet-B (02617) led the trading volume, with amounts of 31.74 billion, 18.85 billion, and 18.82 billion respectively [1] Southbound Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 57.96 billion with a net buying amount of +18.98 billion [2] - Brainstorm Aurora-B (06681) recorded a trading amount of 55.71 billion with a net buying amount of +98.28 million [2] - Baize Medical (02609) achieved a trading amount of 48.83 billion with a net buying amount of +2.17 billion [2] - Meituan-W (03690) had a trading amount of 32.61 billion with a net buying amount of +2.65 billion [2] - The Yingfu Fund (02800) had a trading amount of 31.85 billion with a net selling amount of -31.70 billion [2] Shenzhen-Hong Kong Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 31.74 billion with a net buying amount of +11.33 billion [2] - Xiaomi Group-W (01810) recorded a trading amount of 18.85 billion with a net selling amount of -3.48 billion [2] - PharmaJet-B (02617) achieved a trading amount of 18.82 billion with a net selling amount of -4.50 billion [2] - Brainstorm Aurora-B (06681) had a trading amount of 18.22 billion with a net buying amount of +26.73 million [2] - Meituan-W (03690) had a trading amount of 18.15 billion with a net buying amount of +4.51 billion [2]

Group 1 - Tencent Holdings announced a share buyback plan, committing HKD 551 million to repurchase 853,000 shares [1] - The buyback price is set between HKD 641 and HKD 649 per share [1]

人民财讯9月16日电，腾讯控股(0700.HK)9月16日晚间公告，9月16日，公司回购了85.3万股股份，每股 购回价介于641至649港元之间，总支出为5.51亿港元，全部拟注销。 ...

智通财经APP讯，腾讯控股(00700)发布公告，于2025年9月16日该公司斥资5.51亿港元回购85.3万股，回 购价格为每股641-649港元。 ...

格隆汇9月16日丨腾讯控股(00700.HK)发布公告，2025年9月16日耗资5.5亿港元回购85.3万股，回购价格 每股641-649港元。 ...