Group 1 - Northbound capital recorded a net purchase of 34.49 billion HKD in the Hong Kong stock market on December 31, with the Shanghai-Hong Kong Stock Connect contributing 30.97 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 3.51 billion HKD [1] - The total net purchase of Northbound capital for the year reached a historical high of 1.41 trillion HKD, significantly increasing from approximately 807.9 billion HKD in 2024 [1] - The most purchased stocks by Northbound capital included China Merchants Bank (03968), Industrial and Commercial Bank of China (01398), and China Construction Bank (00939) [1] Group 2 - Alibaba-W (09988) had a net purchase of 850 million HKD, while Tencent Holdings (00700) faced a net sell of 660 million HKD [2] - China Merchants Bank, Industrial and Commercial Bank of China, and China Construction Bank received net purchases of 7.24 billion HKD, 5.88 billion HKD, and 5.61 billion HKD respectively [4] - Semiconductor stocks also saw increased investment, with SMIC (00981) and Hua Hong Semiconductor (01347) receiving net purchases of 391 million HKD and 69.94 million HKD respectively [5] Group 3 - Xiaomi Group-W (01810) received a net purchase of 237 million HKD, supported by government policies promoting consumption [5] - Jiangxi Copper Co. (00358) had a net purchase of 158 million HKD, while Zijin Mining (02899) experienced a net sell of 682 million HKD [6] - UBTECH Robotics (09880) received a net purchase of 86.86 million HKD, as it announced plans to acquire a controlling stake in Fenglong Co. [6]

证券时报•数据宝统计，腾讯控股在港交所公告显示，12月31日以每股596.000港元至602.000港元的价格 回购106.10万股，回购金额达6.35亿港元。该股当日收盘价599.000港元，下跌0.17%，全天成交额64.92 亿港元。 自11月18日以来公司已连续30日进行回购，合计回购3127.20万股，累计回购金额190.71亿港元。 其间 该股累计下跌5.89%。 今年以来该股累计进行130次回购，合计回购1.53亿股，累计回购金额800.36亿港元。（数据宝） 腾讯控股回购明细 港股回购、公司回购、回购、股份回购、港股 日期 回购股数 （万港元） 2025.12.31 106.10 602.000 596.000 63548.39 2025.12.30 106.20 600.500 594.500 63566.50 2025.12.29 105.70 611.000 596.000 63563.71 2025.12.24 105.60 604.000 598.000 63554.16 2025.12.23 105.10 613.500 602.500 63583.28 2025.12.22 10 ...

Core Insights - The article emphasizes that AI is the only technology in China's tech landscape projected to grow exponentially, with significant investments from major players like Tencent, Alibaba, ByteDance, Baidu, and Huawei, marking AI as a critical driver for future growth [2] Investment Trends - By 2025, China's total investment in AI is expected to reach $56.8 billion, accounting for 27.4% of global AI investment, surpassing Europe for the first time [2] - Major internet companies are directing 63% of their capital expenditures towards AI capabilities, models, and applications, reflecting a 28 percentage point increase year-over-year [2] Model Development - The competition in AI models has shifted from catching up to parallel development, with significant advancements in open-source models and performance metrics [3] - Notable achievements include DeepSeek's R1 model aligning with OpenAI's capabilities at a fraction of the cost and Alibaba's Tongyi Qianwen 3.0 surpassing GPT-4 Turbo in code generation accuracy [3] Computing Power - The race for computing power is characterized by innovations such as Huawei's Ascend supernodes and Alibaba's expansion of its cloud computing capabilities [4][5] - By 2025, China's intelligent computing power is projected to reach 725 EFLOPS, a 74% increase year-over-year, with major companies building their own infrastructure [5] Application Integration - AI applications are becoming deeply integrated into various sectors, with Tencent, Alibaba, ByteDance, and Baidu reporting significant improvements in efficiency and cost reductions through AI tools [6] - For instance, Tencent's AI-generated content has increased ad click-through rates by 18%, while Alibaba's tools have significantly reduced product photography costs [6] Financial Impact - AI is reshaping traditional revenue streams in advertising, e-commerce, and gaming, with companies reporting substantial growth in customer numbers and sales due to AI-driven innovations [8] - Tencent anticipates that AI-related revenue will reach 36.2 billion yuan by 2025, constituting 12% of its total revenue [9] Policy Support - The Chinese government is actively promoting AI development through initiatives aimed at building a national integrated computing network and supporting AI applications across various sectors [10] - These policies are expected to generate over 200 billion yuan in market demand by 2026 [10] Challenges Ahead - The industry faces challenges related to energy consumption, talent shortages, and ethical concerns, with projections indicating a significant increase in energy use by AI data centers [11] - The talent gap is projected to reach 5 million by 2025, while ethical issues related to AI are becoming more prevalent [11] Future Outlook - By 2026, the core AI industry in China is expected to exceed 1 trillion yuan, with a shift from a focus on scale to efficiency in AI applications [13] - The article concludes that AI is not just a trend but a foundational element for future growth, with significant transformations anticipated across various industries [13]

金融是国民经济的血脉。"十四五"时期，我国加快构建中国特色现代金融体系，牢牢守住系统性风险安 全底线，为高质量发展注入磅礴动能。 2025年，全球金融格局深刻演变，中国加快建设金融强国：从"金融强国"目标写入五年规划建议，到货 币政策持续发力显效；从资本市场量质齐升、直接融资功能持续增强，到国有大行补充资本、公司治理 体系加速重塑；从中小金融机构深度整合、行业格局优化升级，到公募基金、保险资金等中长期资金加 速入市；从贵金属价格屡创新高映射全球变局，到港股IPO重回全球第一、AI浪潮重塑全球科技与投资 版图…… 站在"十四五"与"十五五"交汇的新起点，我国金融业将继续秉持改革锐气和开放胸襟，为中国式现代化 注入更加澎湃的金融活水。 【01】"金融强国" 入五年规划建议，"五篇大文章" 顶层设计落地 10月，党的二十届四中全会召开，会议通过"十五五"规划建议，建议提出加快建设金融强国，标志着金 融发展从"规模扩张"向"质量提升"的历史性跨越；3月，国务院办公厅印发《关于做好金融"五篇大文 章"的指导意见》，构建 "1+N" 政策体系，明确科技金融、绿色金融、普惠金融、养老金融、数字金 融"五篇大文章"重点领域和 ...

本文源自：金融界AI电报 腾讯控股于12月31日斥资6.355亿港元回购110万股。 ...

格隆汇12月31日丨腾讯控股(00700.HK)发布公告，2025年12月31日耗资6.35亿港元回购106.1万股，回购 价格每股596-602港元。 ...

腾讯控股(00700)发布公告，于2025年12月31日，该公司斥资6.35亿港元回购106.1万股股份，每股回购 价格为596-602港元;根据于2023年5月17日采纳的2023年购股权计划行使购股权而发行5.71万股股份;及 注销1053.1万股已回购股份。 ...

智通财经APP讯，腾讯控股(00700)发布公告，于2025年12月31日，该公司斥资6.35亿港元回购106.1万股 股份，每股回购价格为596-602港元;根据于2023年5月17日采纳的2023年购股权计划行使购股权而发行 5.71万股股份;及注销1053.1万股已回购股份。 ...

腾讯12月31日回购价值6.355亿港元的股份。 来源：滚动播报 ...

近日，在一些社交平台上，"12月30日、31日支付宝、微信支付不能使用"的消息流传。 31日上午，支付宝方面回应称：支付宝的各项功能和服务一切正常，用户可正常使用。网传"支付宝暂停服 务"为谣言，请大家不信谣不传谣。 同日，微信团队回应称，微信支付服务一切正常，"微信支付暂停"为谣言，请大家不信谣不传谣。 校对：吕久彪 百万用户都在看 刚刚，飙涨201%！ 2026年新年献词｜顺流逆流，守护我们内心的罗盘！ 2026，重大利好！ 市值腰斩！巴菲特"踩雷"，给我们敲响什么警钟？ 独家揭秘！新股未上市先套现，中签之前也能买卖！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 ...