Core Viewpoint - Ark Health (06086) has seen a significant stock price increase of 73.84%, reaching HKD 4.12, with a trading volume of HKD 501 million, following its collaboration with Tencent Health on an "AI + Chronic Disease Management" solution [1][1]. Group 1: Company Developments - Ark Health and Tencent Health held a launch event for their "AI + Chronic Disease Management" solution, indicating a new developmental phase in the domestic chronic disease management sector [1][1]. - The partnership aims to provide comprehensive support for industry partners, covering everything from technology validation to scenario implementation and large-scale deployment [1][1]. Group 2: Industry Impact - This collaboration is expected to inject new momentum into the industry's development towards intelligence, compliance, and efficiency [1][1].

Core Insights - The global mobile game market is projected to reach $82.3 billion in 2025, with a year-on-year growth of 1.3% [1] - Chinese mobile game publishers maintain a strong market position, generating $23.3 billion in revenue, accounting for 35% of the total revenue of the top 100 publishers globally [1] - The growth of the mobile game market is characterized by structural opportunities, particularly in the merging game genre, which saw a significant increase of 95% to $2.4 billion [2] Group 1 - Tencent remains the top global mobile game publisher, with flagship titles like "Honor of Kings" and "Peacekeeper Elite" contributing to stable revenue, exceeding $2 billion in annual income for "Honor of Kings" [1] - The new shooting game "Delta Force" from Tencent has shown significant revenue growth, becoming a key driver for the company's annual income [1] - The merging game genre is highlighted as a major growth area, with companies like Didi Interactive and Lemon Microfun achieving revenue increases of 87% and 165% respectively, propelling them to the second and fourth positions among Chinese publishers [2][3] Group 2 - The global strategy mobile game market grew by 20% in 2025, surpassing $20 billion, driven by the trend of gameplay fusion [2] - New entries in the overseas revenue rankings include games that combine strategy and shooting elements, indicating a successful adaptation to market demands [2] - Companies like Zhe Paper Network and Giant Network have also seen significant revenue growth through innovative content updates and new game releases, with Zhe Paper's "Love and Deep Space" achieving a 44% increase [3]

Core Viewpoint - Tencent Holdings Limited has reduced its stake in BOSS Zhipin (02076) by selling 19.4757 million shares at a price of HKD 79.96 per share, totaling approximately HKD 1.557 billion, resulting in a new holding of about 54.9722 million shares, representing a 6.57% ownership [1] Group 1 - Tencent sold 19.4757 million shares of BOSS Zhipin at HKD 79.96 each [1] - The total amount raised from the sale is approximately HKD 1.557 billion [1] - After the sale, Tencent's remaining shares in BOSS Zhipin are approximately 54.9722 million, equating to a 6.57% ownership stake [1]

Group 1 - Tencent Holdings Limited reduced its stake in BOSS Zhipin (02076) by 19.4757 million shares at a price of HKD 79.96 per share, totaling approximately HKD 1.557 billion [1] - After the reduction, Tencent's remaining shareholding is approximately 54.9722 million shares, representing a holding percentage of 6.57% [1]

Core Insights - On January 13, 2026, Alibaba-W (09988), Tencent Holdings (00700), and Xiaomi Group-W (01810) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 81.05 billion, 29.45 billion, and 28.57 billion respectively [1] - The same companies also led in trading volume in the Shenzhen-Hong Kong Stock Connect, with trading amounts of 58.01 billion, 23.48 billion, and 21.05 billion respectively [1] Southbound Stock Connect (Shanghai-Hong Kong) - Alibaba-W (09988) had a trading amount of 81.05 billion and a net buy amount of -90.46 million [2] - Tencent Holdings (00700) recorded a trading amount of 29.45 billion with a net buy amount of +6.61 million [2] - Xiaomi Group-W (01810) achieved a trading amount of 28.57 billion and a net buy amount of +3.24 billion [2] - Other notable companies included Goldwind Technology (02208) with 23.07 billion and a net buy of +85.70 million, and SMIC (00981) with 22.72 billion and a net buy of -1.73 billion [2] Southbound Stock Connect (Shenzhen-Hong Kong) - Alibaba-W (09988) had a trading amount of 58.01 billion and a net buy amount of +1.16 billion [2] - Tencent Holdings (00700) recorded a trading amount of 23.48 billion with a net buy amount of +749 million [2] - Xiaomi Group-W (01810) achieved a trading amount of 21.05 billion and a net buy amount of +283 million [2] - Other significant companies included SMIC (00981) with 18.13 billion and a net buy of -661 million, and Kuaishou-W (01024) with 12.21 billion and a net buy of +114 million [2]

Core Insights - The global mobile game market is projected to reach $82.3 billion in 2025, with a year-on-year growth of 1.3% [1] - Chinese mobile game publishers maintain a strong market position, generating $23.3 billion in revenue, accounting for 35% of the total revenue of the top 100 publishers globally [1] Group 1: Market Overview - The overseas market revenue is expected to be $69.8 billion, reflecting a 2% increase [1] - The top 30 Chinese mobile game publishers' revenue remains stable compared to 2024 [1] Group 2: Key Players and Performance - Tencent continues to lead the global mobile game publisher revenue, with flagship titles like "Honor of Kings" and "Peacekeeper Elite" performing well [1] - "Honor of Kings" celebrates its 10th anniversary with annual revenue exceeding $2 billion, marking a 5% increase [1] - Tencent's new shooting game "Delta Force" shows significant revenue growth, contributing to the company's annual revenue increase [1] Group 3: Emerging Trends - The synthesis genre of mobile games has seen remarkable growth, with a global market size increasing by 95% to $2.4 billion [2] - DotDot Interactive's synthesis game "Tasty Travels: Merge Game" and strategy game "Whiteout Survival" drive a revenue increase of 87%, positioning the company as the second-largest Chinese publisher [2] - Lemon Sky, focusing on synthesis games, experiences a 165% revenue increase, moving up to the fourth position [2] Group 4: Gameplay Innovations - The global strategy mobile game revenue grows by 20%, surpassing $20 billion [2] - The trend of "SLG (Strategy Game) + X" gameplay fusion is becoming more pronounced, with new entries like "Last Z: Survival Shooter" and "Dark War: Survival" achieving significant revenue growth [2] Group 5: Notable Achievements - Several companies achieve notable revenue growth in their respective niches, such as Paper Games' "Love and Deep Space" with a 44% increase to $550 million [3] - Giant Network's new title "Supernatural Action Team" doubles the company's annual revenue, entering the publisher revenue rankings [3] - DotDot Interactive's "Whiteout Survival" remains the top overseas revenue generator, with annual overseas revenue exceeding $1.65 billion [3] Group 6: Overall Market Dynamics - The global mobile game market is entering a phase of stable development with slowed growth [4] - Chinese publishers are focusing on maintaining market share while exploring opportunities in synthesis, gameplay fusion, and niche genres [4] - The emphasis is shifting from scale expansion to capturing structural growth opportunities through long-term operations and innovative publishing strategies [4]

（原标题：北水动向|北水成交净买入12.96亿 阿里千问下载量破7亿领跑 北水加仓阿里(09988)超10亿港元） 智通财经APP获悉，1月13日港股市场，北水成交净买入12.96亿港元，其中港股通(沪)成交净买入1.49亿港元，港股通(深)成交净买入11.47亿港 元。 港股通(深)活跃成交股 阿里巴巴-W(09988)获净买入10.7亿港元。消息面上，根据全球AI开源社区Hugging Face的最新统计数据，截至2026年1月，阿里云旗下的通义千问 系列模型累计下载量已超过7亿次，成为该平台下载量最高的开源AI系列。数据显示，仅在2025年12月，该系列模型的下载量便超越了排名第二 至第八位模型的下载总和。 中芯国际(00981)遭净卖出8.34亿港元。消息面上，特朗普政府日前已放松对中国出口英伟达H200芯片的管制。东海证券此前发布研报称，此举或 将加快中国AI模型训练进程，另一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。 此外，中国移动(00941)遭净卖出8.03亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、腾讯(00700)、小米集团-W(01810)。北水净卖出最 ...

Market Performance - The Hang Seng Index increased by 239.99 points, a rise of 0.9%, closing at 26,848.47 points [1] - The total turnover for the day on the main board was HKD 315.92 billion [1] - The National Enterprises Index rose by 65.33 points, closing at 9,285.41 points, with a gain of 0.71% [1] - The Hang Seng Tech Index saw a slight increase of 6.59 points, closing at 5,869.79 points, reflecting a gain of 0.11% [1] Blue-Chip Stocks - Tencent Holdings rose by 0.72%, closing at HKD 627.5 [1] - Hong Kong Exchanges and Clearing increased by 1.31%, closing at HKD 431.8 [1] - China Mobile decreased by 0.25%, closing at HKD 80.95 [1] - HSBC Holdings rose by 1.85%, closing at HKD 126.4 [1] Local Hong Kong Stocks - Cheung Kong Holdings fell by 0.19%, closing at HKD 42.56 [1] - Sun Hung Kai Properties increased by 1.22%, closing at HKD 107.9 [1] - Henderson Land Development rose by 2.99%, closing at HKD 31.72 [1] Chinese Financial Stocks - Bank of China increased by 0.9%, closing at HKD 4.48 [1] - China Construction Bank rose by 1.17%, closing at HKD 7.81 [1] - Industrial and Commercial Bank of China increased by 0.96%, closing at HKD 6.3 [1] - Ping An Insurance rose by 2.19%, closing at HKD 70 [1] - China Life Insurance increased by 3.51%, closing at HKD 33 [1] Oil and Petrochemical Stocks - Sinopec increased by 0.65%, closing at HKD 4.65 [1] - PetroChina rose by 1.36%, closing at HKD 8.22 [1] - CNOOC increased by 2.58%, closing at HKD 21.48 [1]

Group 1 - Tencent Holdings (00700.HK) announced a share buyback on January 13, 2026, costing HKD 636 million to repurchase 1.012 million shares [1] - The buyback price ranged from HKD 623 to HKD 638 per share [1]

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： 2026年1月13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 ...