FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 騰訊控股有限公司 呈交日期： 2025年9月16日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | | 股份類別 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00700 | 說明 | | | | | | | | 多櫃檯證券代號 | 80700 | RMB 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變 ...

责任编辑：刘万里 SF014 新浪科技讯 9月16日下午消息，今日2025年腾讯全球数字生态大会上，腾讯集团高级执行副总裁、云与 智慧产业事业群CEO汤道生回应了腾讯在推动AI技术和国产芯片方面的合作。 他表示，我们的确在跟多家国产芯片厂商在合作，在适配。因为实际上模型也有很多种类，有大的，可 能几百到上千B的，也有几十B或几B的，所以在不同的场景需要的芯片的一些配置都不一样，所以我们 也会持续跟多家厂商合作，我们是聚焦做软件的部分、模型的部分、数字化的技术，会以一个非常开放 的心态跟各家芯片厂商来展开合作，也针对不同的场景去找最合适的硬件，最合适的模型，用最合适的 工具。（罗宁） ...

Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling 31.89 billion HKD on September 16, with the majority coming from the Shanghai-Hong Kong Stock Connect [1] Group 1: Northbound Capital Flow - Northbound capital had a net selling of 29.76 billion HKD through the Shanghai-Hong Kong Stock Connect and 2.13 billion HKD through the Shenzhen-Hong Kong Stock Connect [1] - The stocks with the highest net buying from northbound capital included Alibaba-W (09988), Meituan-W (03690), and Baize Medical (02609) [1] - The stocks with the highest net selling included the Tracker Fund of Hong Kong (02800), Xiaomi Group-W (01810), and SMIC (00981) [1] Group 2: Individual Stock Performance - Alibaba-W (09988) saw a net inflow of 18.98 billion HKD, with a total transaction volume of 57.96 billion HKD [2] - Meituan-W (03690) had a net inflow of 2.65 billion HKD, with a total transaction volume of 32.61 billion HKD [2] - Baize Medical (02609) recorded a net inflow of 2.17 billion HKD, with a total transaction volume of 48.83 billion HKD [2] Group 3: Market Reactions and News - Alibaba's recent initiatives, including the launch of "Gaode Street Ranking" and advancements in AI, have contributed to its strong performance [4] - Meituan's international expansion with its food delivery brand Keeta in Kuwait has shown promising results, indicating strong user growth in the Middle East [5] - The announcement from China's National Medical Products Administration regarding the optimization of clinical trial approvals has boosted confidence in innovative pharmaceutical companies [5] Group 4: Notable Sell-offs - The Tracker Fund of Hong Kong (02800) experienced a significant net outflow of 31.70 billion HKD, attributed to concerns over the overall market fundamentals [7] - SMIC (00981) faced a net outflow of 561.94 million HKD, reflecting investor caution [8] - Xiaomi Group-W (01810) saw a net outflow of 5.69 billion HKD, indicating a shift in investor sentiment [8]

Core Insights - Tencent is focusing on the field of embodied intelligence, indicating a strong belief in its promising future and the importance of collaboration with other companies in this sector [1] Company Strategy - Tencent's strategy involves not just developing its own robots but rather leveraging its software technology, models, and artificial intelligence capabilities to support the growth of the embodied intelligence industry [1] - The company aims to provide standardized management methods and open its technology to other embodied intelligence enterprises, fostering industry-wide development [1]

Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling HKD 31.89 billion on September 16, with the majority coming from the Shanghai-Hong Kong Stock Connect [1] Group 1: Northbound Capital Flow - Northbound capital had a net selling of HKD 29.76 billion through the Shanghai Stock Connect and HKD 2.13 billion through the Shenzhen Stock Connect [1] - The stocks with the highest net buying included Alibaba-W (09988), Meituan-W (03690), and Baize Medical (02609) [1] - The stocks with the highest net selling included the Tracker Fund of Hong Kong (02800), Xiaomi Group-W (01810), and SMIC (00981) [1] Group 2: Individual Stock Performance - Alibaba-W (09988) saw a net inflow of HKD 30.31 billion, supported by recent announcements related to its mapping service and AI developments [4] - Meituan-W (03690) recorded a net inflow of HKD 7.15 billion, bolstered by the successful launch of its international delivery brand Keeta in Kuwait [5] - Baize Medical (02609) and Tongyuan Kang Medical-B (02410) received net inflows of HKD 3.27 billion and HKD 2.96 billion, respectively, following regulatory changes that enhance the clinical trial approval process for innovative drugs [5] Group 3: Notable Net Selling - The Tracker Fund of Hong Kong (02800) faced a significant net outflow of HKD 46.38 billion, with analysts suggesting that while short-term interest rates may benefit the Hong Kong market, the overall outlook remains cautious due to weakening fundamentals [7] - Xiaomi Group-W (01810), SMIC (00981), and Tencent (00700) experienced net outflows of HKD 5.69 billion, HKD 4.12 billion, and HKD 3.86 billion, respectively [8]

Group 1 - Tencent Cloud's overseas customer base has doubled year-on-year, indicating strong growth in international markets [2] - Over 90% of Chinese internet companies and over 95% of leading gaming companies have chosen Tencent Cloud for their international expansion [2] - Tencent Cloud has supported well-known international companies like GoTo Group and Orange in enhancing operational efficiency [2] Group 2 - Tencent plans to invest $150 million to build its first data center in the Middle East, located in Saudi Arabia [3] - A new data center will be established in Osaka, Japan, along with a new office in the same city [3] - By mid-2025, Tencent Cloud will have deployed nine global technical support centers across various cities including Jakarta, Manila, and Frankfurt [3]

Core Viewpoint - The influx of mainland capital into the Hong Kong stock market has accelerated in 2025, with a net buying amount of 1.09 trillion HKD by September 15, surpassing the total for the entire year of 2024, indicating a significant shift in market dynamics and pricing logic towards a new era of domestic pricing in Hong Kong stocks [2][3][4]. Group 1: Capital Inflow Dynamics - As of September 15, 2025, the net buying amount of southbound funds reached 1.09 trillion HKD, exceeding the total net buying amounts from 2020 to 2024, which were 672.125 billion HKD, 454.396 billion HKD, 386.291 billion HKD, 318.842 billion HKD, and 807.869 billion HKD respectively [3]. - The continuous inflow of southbound funds is reshaping the pricing logic and ecological structure of the Hong Kong stock market, leading to a liquidity boom driven by these funds [3][4]. Group 2: Investment Focus and Trends - The primary focus of the inflow is on high-growth sectors such as innovative pharmaceuticals and technology, with significant interest in leading internet companies like Alibaba, Meituan, and Tencent [2][5]. - By September 15, 2025, southbound funds had net purchases of over 130 billion HKD in Alibaba, more than 50 billion HKD in Meituan, and approximately 25 billion HKD in Tencent, highlighting strong investor confidence in these companies [5][6]. Group 3: Market Outlook - Multiple institutions express optimism about the future of the Hong Kong stock market, suggesting that liquidity easing and improving corporate earnings will support a structural market rally, particularly in technology and finance sectors [7][8]. - The potential for a U.S. interest rate cut could further enhance the attractiveness of the Hong Kong market, allowing it to capture more international capital seeking higher-risk assets [7][8].

9月16日，在接受第一财经等媒体采访时，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，腾讯已和多家芯片厂商合作适配，模型有很多种类，大的几百B（B为十亿）、上千B，也有几十 B、几B的模型，不同场景需要不同配置的芯片，腾讯会持开放心态和各芯片厂商合作，一些合作涉及 定制化适配。（第一财经记者 郑栩彤） ...

9月16日，不少网友在社交平台透露称微信聊天可发实况图了。 据向阳视频报道：记者咨询微信客服得知，此功能暂时仅支持iOS客户端，客户端版本号要求8.0.61及以上（安 卓/鸿蒙正在适配）；聊天中从相册选择实况照片发送，默认实况为关闭状态，发送照片时点击进入大图预览 页面可手动开启单个照片的实况开关。好友浏览点开大图后需点击左下角的「实况」按钮查看完整效果，同时 支持将实况照片保存到手机系统相册。 此外，iPhone 6s、6s Plus、SE等机型暂不支持该功能。 （九派新闻） 客服还表示，该功能正逐步上线中，请关注后续功能更新。 ...

9月16日，在接受第一财经等媒体采访时，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，腾讯已和多家芯片厂商合作适配，模型有很多种类，大的几百B（B为十亿）、上千B，也有 几十B、几B的模型，不同场景需要不同配置的芯片，腾讯会持开放心态和各芯片厂商合作，一些合作 涉及定制化适配。（第一财经记者 郑栩彤） ...