智通财经APP获悉，9月8日,阿里巴巴-W（09988）、地平线机器人-W（09660）、腾讯控股（00700） 南向资金净流入金额位列市场前三，分别净流入51.40 亿、13.75 亿、10.76 亿 泡泡玛特（09992）、快手-W（01024）、美图公司（01357）南向资金净流出金额位列市场前三，分别 净流出-6.49 亿、-5.81 亿、-4.72 亿 在净流入比方面，标智香港100（02825）、中石化冠德（00934）、昆仑能源（00135）以100.00%、 72.10%、63.22%位列市场前三。 在净流出比方面，讯飞医疗科技（02506）、VTECH HOLDINGS（00303）、网龙（00777） 以-48.28%、-45.83%、-45.72%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 阿里巴巴-W(09988) | 51.40 亿 | 25.60% | 137.300（+4.17%） | | 地平线机器人-W(09660) | 13.75 亿 | 24.13% | 10 ...

Group 1: Event Overview - The 2025 China International Service Trade Fair opened in Beijing on September 10, showcasing over 30 Shenzhen enterprises and institutions under the theme "Digital Intelligence Empowerment, Deep Chain Global" [1] - The event highlighted Shenzhen's achievements in becoming a national pilot city for comprehensive service trade innovation and development [1] Group 2: Technological Innovations - SF Express showcased its "SF Super Brain" platform, which integrates big data and AI algorithms to optimize logistics resources, resulting in over $1 billion in economic benefits and a reduction of millions of tons of CO2 emissions [4] - Silverwing Technology presented comprehensive service solutions leveraging digital and intelligent technologies for enterprise operations and government services [6] - WiseHub's legal AI model application platform and humanoid robots from UBTECH were significant highlights, demonstrating the trend of "Artificial Intelligence+" [7] Group 3: New Product Launches - Shenzhen New Translation Technology introduced "Subtitle Genie-MossVox," an advanced solution for real-time translation and meeting support, enhancing the experience of high-end international conferences [11] - Tencent unveiled several innovations, including the "WeChat Hong Kong Dollar Wallet" and the "Mixed Yuan Financial Model," aimed at improving financial services and user experience [12][14] Group 4: Economic Impact - In 2024, Shenzhen's service trade reached a record high of over $140 billion, with digital trade exceeding $60 billion and knowledge-intensive services accounting for over 40% [14][15] - Shenzhen's service trade is positioned as a leader in national innovation, closely linked to the city's high-tech industry development [15]

智通财经APP获悉，周三，美股三大指数涨跌不一，恒生指数ADR下跌，按比例计算，收报25977.35点，较香港收市下跌222.91点或0.85%。 大型蓝筹股绝大多数下跌，汇丰控股收报106.518港元，较香港收市涨2.03%；腾讯控股收报627.936港元，较香港收市跌0.88%。 | 序号 | 名称 | 港股代码 | 涨跌额 | 涨跌幅 | ADRICIS | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | ADR載 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 9 00700 | +6.500 | 1.04% | TCEHY | 627.936 | -5.564 | -0.88% | | | 2 | 阿里巴巴-W | 09988 | +0.900 | 0.63% | BABA | 140.148 | -2.652 | -1.86% | | | 3 | 建设银行 | 00939 | +0.220 | 2.84% | CICHY | 7.903 | -0.067 | -0.84% | | ...

1、恆指：看好投資者認為明天26600，殺熊證，繼續牛證（收回價26488）；看淡投資自責認為26300已封頂 ，入熊證。 Simon:恆指越升越有，全日突破保力加通道頂部，高位26296元。全日收在26200點。目前技術信號總結為"賣出"，雖然走勢上升但逼近頂部，不排除會有技 術性的調整。阻力位26554點和27100點。如果繼續短期看好的投資者，留意需要挑戰第一個第一個阻力位。擔心回調的話，留意下方支持位在25600點和 25200點。當我們選擇牛熊證的時候，要留意收回機制，選擇產品的時候，要選擇自己認為不會去到的那個價位，相對安全一些。假設要牛證，而支持位在 25600點和25200點，而買牛證當然是看升，需要判斷恆指是否會去到這兩個支持位，如果有機會去到的話，選擇牛證的收回價在25100，比支持位低一點會 更安全一些。選擇收回價氛圍後，再對比不同條款，在同個收回價的產品下。對比輪價或杠杆等。選擇比較擇優的產品。 極指 (HSI) 賣出信號 買入信號 信號總結 中立信號 賣出 9 8 4 3、騰訊控股 (00700.HK)：股價不斷突破，有機會挑戰歷史高位嗎？窩輪市場上，持有認購證。行使價730元。也有 ...

生成式AI 一、 英伟达下一代GPU登场，Rubin CPX一次推理数百万Token 1. 英伟达推出专为长上下文推理设计的Rubin CPX GPU，能一次性在数百万token范围内推理，支持软件开发、视 频生成等长上下文任务； 2. 该GPU将与NVIDIA Vera CPU和Rubin GPU搭配组成Vera Rubin NVL144 CPX平台，单机架提供8 exaflops AI 算力，是GB300 NVL72系统的7.5倍； 3. 系统配备100TB高速内存和1.7 PB/s内存带宽，预计2026年底上市，将为长上下文任务带来前所未有的性能与效 率提升。 https://mp.weixin.qq.com/s/f0p0o5Vvq0v4TpV14vZZyA 二、 Claude 发布更新，可以直接生成EXCEL、PPT和PDF等文件 1. Claude推出重磅更新，可直接创建和编辑Excel表格、Word文档、PPT幻灯片和PDF文件，并输出真正可用的文 件格式； 2. 系统为Claude配备私有计算环境，能写代码运行程序生成各类文档，支持高级数据分析、图像视频处理、各类文 件操作和跨格式转换； 3. ...

Group 1 - Tencent Holdings repurchased 866,000 shares on September 10 at a price range of HKD 628.500 to HKD 638.500, totaling HKD 550 million [2] - The stock closed at HKD 633.500 on the same day, marking a 1.04% increase with a total trading volume of HKD 12.19 billion [2] - Since August 18, the company has conducted share buybacks for 18 consecutive days, acquiring a total of 16.41 million shares for a cumulative amount of HKD 9.911 billion, with the stock rising 7.01% during this period [2] Group 2 - Year-to-date, Tencent has executed 80 buybacks, totaling 105 million shares and an aggregate repurchase amount of HKD 49.954 billion [2] - The detailed buyback data shows consistent repurchase activity with varying prices, indicating a strategic approach to managing share value [3][4]

| 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) | 1090162.24 | 242574.90 | 0.63 | | 09988 | 阿里巴巴-W | 港股通(深) | 589333.00 | 208564.80 | 0.63 | | 09992 | 泡泡玛特 | 港股通(沪) | 341981.54 | -129837.85 | -4.51 | | 00981 | 中芯国际 | 港股通(沪) | 301942.92 | 11939.08 | 3.61 | | 00700 | 腾讯控股 | 港股通(沪) | 289560.78 | 2317.41 | 1.04 | | 01810 | 小米集团-W | 港股通(沪) | 266314.26 | -32555.47 | -2.22 | | 03690 | 美团-W | 港股通(沪) | 245998.93 | -29113.42 | 2.06 | | 00700 | 腾讯控股 | ...

本报讯 （记者李豪悦）9月10日，2025微信广告生态合作伙伴大会现场披露，过去一年，微信广告已助 力近800万开发者及创作者变现提收。 微信公众号在长青的基础上实现突破。2025年8月份，日均发布图文的创作者数量同比去年增长显著， 图文日均阅读量同比增长3倍以上。公众号的生态增长持续激发商业潜力，变现创作者数量和广告收入 稳定上升。 视频号生态也在快速增长，也促成了更多"好生意"。数据显示，2025年1月份至8月份，腾讯广告互选平 台变现创作者数量同比提升209%，收入规模同比增长205%。 小游戏商业化表现强劲。据了解，微信小游戏变现收入已连续四年同比增长，玩家规模和时长也维持稳 健上升趋势，"打个螺丝"等小游戏成功爆火出圈。为更好服务小游戏开发者，今年微信广告推出多项广 告组件创新。例如，通过在小游戏激励广告中引入拼图、多图轮播等创新形式，以及倒计时激励、外显 转化数据等多种促进转化、体验优化的形态样式，让用户留存与付费意愿同步提升。 2025微信广告生态合作伙伴大会数据显示，今年8月份小游戏变现开发者数量较1月份实现双位数增长； 今年前五个月在投小游戏数量同比增长165%，IAA广告主数量增长190% ...

智通财经9月10日讯（编辑 冯轶）今日港股三大指数继续走强，均收获4连涨行情。截止收盘，恒生指数涨1.01%站上26000点大关，刷新阶段高位。国企指 数涨0.93%，恒生科技指数涨1.27%。 【科技板块及金融股领衔 恒指一举突破26000点关口】 盘面上，今日大型科技股持续上涨助力大市上扬，其中，京东涨3.6%，百度涨2.8%，美团涨2%，腾讯涨1%，阿里巴巴涨0.6%。 | 1 | 800700 | 恒生科技指数 | 5902.69 | +73.95 | +1.27% | | --- | --- | --- | --- | --- | --- | | 2 | 09626 | 哔哩哔哩-W | 198.900 | +14.000 | +7.57% | | 3 | 00992 | 联想集团 | 11.310 | +0.500 | +4.63% | | 4 | 09618 | 京东集团-SW | 132.100 | +4.600 | +3.61% | | 5 | 09888 | 百度集团-SW | 109.100 | +3.000 | +2.83% | | 6 | 099999 | 网易-S | 229.00 ...

Market Overview - US stock indices reached new closing highs, driven by rising expectations of interest rate cuts, with the Nasdaq China Golden Dragon Index increasing by 1.48% [1] - Hong Kong stocks also performed well, with the Hang Seng Index rising over 1% and stabilizing above the 26,000-point mark, led by strong performances from major tech companies like Tencent and Alibaba [1] Company Performance - Tencent and Alibaba both reached nearly four-year highs during intraday trading, indicating strong market sentiment [1] - Other notable performers included Kingsoft Cloud, which rose over 8%, and Bilibili, which increased by over 7% [1] Sector Analysis - The AI sector is showing strong revenue and profit growth, significantly impacting the advertising and cloud computing businesses of internet giants [5] - Tencent's advertising revenue continued to grow at 20%, while Alibaba Cloud's growth rate accelerated to 26% [5] - The introduction of AI applications is expected to further enhance growth opportunities for internet platforms [5] Investment Trends - The Hong Kong Internet ETF (513770) has shown strong performance, with a recent four-day increase and a daily trading volume exceeding 900 million yuan [2] - The ETF's underlying index has outperformed the Hang Seng Tech Index by over 10 percentage points, highlighting its strong growth potential [7] - The ETF has attracted significant capital inflow, with nearly 2.5 billion yuan in net inflows over the past 20 days [8] Economic Indicators - Recent data from the US Labor Statistics indicated a downward revision of 911,000 in non-farm employment growth, reinforcing market expectations for a Federal Reserve interest rate cut [4] - The probability of a 25 basis point rate cut in the upcoming Fed meeting is nearly 100%, with some investors betting on a 50 basis point cut [4] Fund Performance - The Hong Kong Internet ETF has surpassed 10 billion yuan in size, achieving a historical high, with an average daily trading volume of nearly 600 million yuan [10] - The top four holdings in the ETF include Xiaomi, Tencent, Alibaba, and Meituan, collectively accounting for 54.74% of the fund [6]