人民财讯1月9日电，南向资金今日净买入68.15亿港元。腾讯控股、小米集团-W分别获净买入14.12亿港 元、8.70亿港元；阿里巴巴-W遭净卖出26.22亿港元。 ...

Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a business prompt method, device, equipment, and storage medium, with the authorization announcement number CN115016682B and an application date of March 2021 [1] - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The registered capital of Tencent Technology (Shenzhen) Co., Ltd. is 2 million USD [1] Group 2 - According to data analysis from Tianyancha, Tencent Technology (Shenzhen) Co., Ltd. has invested in 15 companies and participated in 279 bidding projects [1] - The company has 5,000 trademark information entries and 5,000 patent information entries, along with 574 administrative licenses [1]

近日 话题#第一次知道微信支付还有这功能 # 冲上热搜 引发网友热议 有网友发帖称 自己在商家就餐后不久 在"微信支付"页面 收到商家发来的物品遗失提醒 | | | | | --- | --- | --- | | 还会有这种提示吗 9 | | | | 20 לח | 12-18 10:36 来自浙江 | 7 | | 1 | | | | 商家主动联系你才行 3 19 1 | | | | ה 91 | 12-18 12:44 来自河北 | 7 | | | 我以前这样联系过付款顾客 | | | 7 | 12–18 16:20 来自河北 | | | | | | | 早就有了 | | | | | | | | 我才知道 | | | | | | | | 我两次买完东西,自己的东西掉店里,都是这个 | 给我发的消息， | | 对于该功能，腾讯客服早在今年8月份就有回应过：目前仅部分商家支持该功能，如果商家没有这个服务也会想办法联系客服通知。对于商 家是否可见个人信息，腾讯客服表示：仅微信支付公众号推送消息，只会显示该笔付款的交易信息，不会有其他信息。 不少网友表示 "没想到微信支付有这样的功能" 下面一起来看看 微信还有哪些 ...

Core Insights - The report emphasizes that in 2026, the media internet sector will undergo a dual reconstruction driven by the transition from AI as a "technical infrastructure" to "application deep water zone," focusing on entry form migration, distribution rule repricing, and supply-side capacity explosion [1][11] - AI Agents are set to replace traditional apps as the new super entry point, shifting the traffic distribution logic from "time capture" to "efficient execution" [1][12] - AIGC (AI-Generated Content) is expected to lead to a significant increase in content production capacity, with zero marginal cost production becoming a reality, thus redefining the value of quality data and IP [1][11] Group 1: AI Agents and Traffic Distribution - AI Agents signify a generational leap in human-computer interaction, evolving from GUI to IUI, fundamentally changing the traffic distribution logic [1][12] - The traditional "click-jump" model is being replaced by a "dialogue-execute" paradigm, where AI Agents understand user intent and execute tasks across applications [1][12] - The emergence of AI Agents is expected to create a new operational layer that could potentially replace single apps as the primary distribution entry point [1][12][19] Group 2: AIGC and Content Supply - AIGC is anticipated to transition from a phase of "cost reduction and efficiency enhancement" to a "new demand creation" explosion by 2026, significantly increasing content supply [1][41] - The production barriers for video, 3D, and gaming assets are expected to lower drastically, leading to a surge in content supply and a devaluation of mediocre content [1][41] - Content consumption is evolving from passive viewing to active engagement, with new formats like "generative interactive dramas" and "AI companion games" emerging [1][43] Group 3: Investment Recommendations - The investment strategy in the media internet sector is shifting towards high-quality assets in both traffic distribution and content supply, focusing on companies that can effectively capture user intent and provide quality content [1][41] - Companies with operational system bases or super Agent platforms are likely to gain new traffic distribution rights and bargaining power, while mid-tier apps lacking exclusive content may face risks of being "pipelined" [1][19] - Key players in the AI Agent space include Alibaba, Tencent, and ByteDance, which are actively developing their AI capabilities to secure new traffic entry points [1][25][40]

盘面上，大型科技股走势分化，阿里巴巴涨2.81%，腾讯控股跌0.73%，京东集团涨2.95%，小米集团跌 0.42%，网易跌1.64%，美团跌2.38%，快手涨2.85%，哔哩哔哩涨3.32%；；商业航天概念强势，亚太卫 星涨超15%；黄金股涨幅居前，山东黄金涨超6%；光伏太阳能股走弱，协鑫科技跌超8%；内房股、航 空股集体弱势；大模型企业MiniMax上市首日午间收涨超78%报294港元。 企业新闻 1月9日，港股高开后维持震荡下行走势，盘中股指集体转跌，截止午盘，恒生指数涨0.03%报26158.21 点，恒生科技指数跌0.06%报5674.78点，国企指数涨0.04%报9042.8点，红筹指数涨0.07%报4097.29点。 万科企业(02202.HK)：郁亮因到龄退休辞任公司董事、执行副总裁职务。 宝龙地产(01238.HK)：2025年合约销售总额约72.72亿元，同比减少43.13%。 中广核电力(01816.HK)：2025年总上网电量约为2326.48亿千瓦时，同比增长2.36%。 捷利交易宝(08017.HK)：2025年12月，新增机构客户数量7个，同比增长1个；注册用户数量为约88.67 ...

2026.01. 09 本文字数：1522，阅读时长大约3分钟 作者 | 第一财经 刘晓洁 又一只AI明星股来了。1月9日，大模型公司MiniMax（00100.HK）在港交所上市，开盘后股价迅速 冲高，一度涨超80%，股价逼近300港元，市值破900亿港元。 随后涨幅有所回落，截至11:30分，MiniMax报270.6港元/股，涨64%，总市值827亿港元。以盘面价 格计算，此前申购MiniMax的中签者每手20股，不计手续费，一手将赚超2100港元。 1月8日，MiniMax公布定价结果，将以165港元的定价上限发行，假设绿鞋全额行使，此次全球发售 约3358万股，募集资金总额约 55.4 亿港元（约合人民币50亿元）。 公开消息显示，新加坡主权财富基金（GIC）、百利投资（Baillie Gifford）和挪威央行已参与 MiniMax此次公开募股。最终融资申购额超2831亿港元，公开发售部分超额认购倍数超过1837倍， 吸引42万人认购，为近期唯二两个获逾40万人申请的新股。 据全球公开发售文件，MiniMax此次引入14名基石投资者，阵容涵盖国际长线基金、头部科技企 业、中资长线机构及保险资本等类 ...

| 代码 | 简称 | 回购股数 | 回购金额（万 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | 港元） | （港元） | （港元） | （万港元） | | 00700 | 腾讯控股 | 103.40 | 63561.63 | 618.500 | 610.500 | 317850.39 | | 01810 | 小米集团-W | 500.00 | 19057.99 | 38.160 | 38.040 | 63837.72 | | 00175 | 吉利汽车 | 392.50 | 6762.08 | 17.380 | 17.170 | 19459.08 | | 02382 | 舜宇光学科 技 | 84.00 | 5389.08 | 64.650 | 63.650 | 5389.08 | | 06608 | 百融云-W | 415.00 | 5177.83 | 12.510 | 12.410 | 8044.09 | | 02431 | 佑驾创新 | 125.94 | 1907.92 | 15. ...

2、港股通最近5个交易日增持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 盈富基金(02800) | +48.98亿元 | +18608.60万股 | | 小米集团－Ｗ(01810) | +21.04亿元 | +5534.95万股 | | 恆生中国企业(02828) | +20.34亿元 | +2199.62万股 | | 中国平安(02318) | +20.27亿元 | +2887.12万股 | | 快手-W(01024) | +17.09亿元 | +2376.84万股 | | 中芯国际(00981) | +15.58亿元 | +2079.02万股 | | 阿里巴巴－W(09988) | +13.82亿元 | +968.86万股 | | 中国人寿(02628) | +12.75亿元 | +4094.32万股 | | 建设银行(00939) | +11.27亿元 | +14806.54万股 | | 江西铜业股份(00358) | +9.22亿元 | +2114.89万股 | 智通财经APP获悉，根据2026年1月8日披露数据，中国电信（00728） ...

Group 1 - The core point of the news highlights the short-selling ratios and amounts for various companies, indicating significant market activity and investor sentiment towards these stocks [1][2][3] Group 2 - The top three companies by short-selling ratio are Anta Sports-R (82020) and Li Ning-R (82331) at 100.00%, and Tencent Holdings-R (80700) at 90.68% [1][2] - The highest short-selling amounts are recorded for Alibaba-W (09988) at 3.199 billion, Meituan-W (03690) at 1.835 billion, and Xiaomi Group-W (01810) at 1.518 billion [1][3] - Tencent Holdings-R (80700) has the highest deviation value at 45.50%, followed by Beike-W (02423) at 40.51% and China National Offshore Oil-R (80883) at 40.26% [1][3]

Group 1 - Global capital markets are focusing on China, with strong confidence in its economic resilience and market potential from multiple foreign institutions [1][4] - Goldman Sachs predicts that the MSCI China Index and the CSI 300 Index will rise by 20% and 12% respectively in 2026, maintaining a high allocation to Chinese A-shares and Hong Kong stocks [1][4] - UBS expects a 14% profit growth for the MSCI China Index in 2026, driven mainly by internet platforms, high-end manufacturing, and companies with global expansion capabilities [1][5] Group 2 - There is a clear trend of capital returning to China, with international long-term funds continuing to flow in and a strong recovery in the Hong Kong IPO market [2] - UBS's China president noted that 2025 was a pivotal year for international investors' attitudes towards Chinese assets, shifting from passive observation to active participation [2] - Goldman Sachs forecasts that net buying from southbound funds could reach $200 billion in 2026, setting a new historical high [2] Group 3 - Global hedge funds currently have a net allocation of 7.6% and a total allocation of 6.5% to Chinese stocks, significantly below previous cycle peaks [3] - The MSCI China Index is expected to trade at a forward P/E ratio of 13 times by the end of 2026, indicating significant upside potential not yet reflected in current valuations [3] - The MSCI China Index currently trades at a discount of 38% compared to developed markets and 11% compared to other emerging markets, making it attractive for foreign investment [3] Group 4 - The positive outlook for Chinese assets is supported by fundamental improvements, reasonable valuations, and policy benefits [4][5] - Goldman Sachs emphasizes that the stock market's rise in 2026 will be driven by earnings growth, with expected profit growth of 14% for both the MSCI China Index and the CSI 300 Index [4][5] - The anticipated policy support will focus on accelerating investment in advanced technologies to enhance self-sufficiency and productivity [5] Group 5 - The technology innovation and AI sectors are identified as core growth areas attracting foreign investment [6] - China's AI technology companies have a total market value of approximately $5 trillion, which is only one-sixth of that of the U.S., indicating significant growth potential [6] Group 6 - Goldman Sachs recommends focusing on three core areas for investment: private enterprises benefiting from AI development, stocks supported by the "14th Five-Year Plan," and leading companies in export [7] - The top ten private leading enterprises in China, including Tencent and Alibaba, represent 40% of the MSCI China Index's weight and have a daily trading volume of $7.5 billion [7] - Companies with strong balance sheets and cash flows that are well-positioned for international market expansion are expected to perform well [7]