Core Insights - The number of companies with a market capitalization exceeding 1 trillion yuan in mainland China has increased to 14 by the end of 2025, with a total market value increase of over 9 trillion yuan, reflecting a growth rate of over 50% [1][2] Group 1: New Trillion-Yuan Companies - Four new companies have joined the trillion-yuan market cap club: Industrial Fulian, China Ping An, China Life, and China Merchants Bank, with four headquartered in Shenzhen [3][4] - Industrial Fulian has seen a remarkable market cap increase of approximately 188%, while the other three companies in the financial sector have experienced more modest growth rates: China Ping An at 32.02%, China Life at 16.16%, and China Merchants Bank at 10.87% [4][5] Group 2: Market Trends and Dynamics - The rise of these companies reflects two core market dynamics: explosive growth in the technology sector and valuation recovery in the financial sector [5] - Industrial Fulian's rapid growth is attributed to its comprehensive involvement in the AI industry chain, with a significant revenue increase of 38.4% year-on-year, reaching 603.93 billion yuan in the first three quarters of 2025 [6] - China Life has reported a total premium exceeding 700 billion yuan, with a 41% increase in total investment income, while China Ping An has established a strong competitive barrier through its extensive customer base and technology capabilities [7] Group 3: Performance of Major Players - Tencent and Alibaba have also seen significant market cap increases, with both companies adding over 1 trillion Hong Kong dollars to their valuations, driven by AI advancements and a recovery in their core businesses [8][10] - Tencent's market cap reached 5.46 trillion Hong Kong dollars by the end of 2025, with a stock price increase of over 40%, while Alibaba's market cap rose to 2.73 trillion Hong Kong dollars [10][11] Group 4: Banking Sector Insights - The banking sector has shown signs of valuation recovery, with Agricultural Bank of China achieving a notable stock price increase of over 50% and breaking the long-standing "price-to-book" ratio below 1 [12][13] - Agricultural Bank's revenue for the first three quarters of 2025 was 550.88 billion yuan, with a net profit of 220.86 billion yuan, reflecting a year-on-year increase of 3.03% [12][13]

智通财经APP获悉，2026年1月8日当天，阿里巴巴-W(09988)、盈富基金(02800)、中芯国际(00981)位居 沪港通（南向）成交额前3位，成交额分别为57.22 亿元、48.64 亿元、33.52 亿元；阿里巴巴- W(09988)、腾讯控股(00700)、中芯国际(00981) 位居深港通（南向）成交额前3位，成交额分别为37.64 亿元、23.27 亿元、22.18 亿元。 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 37.64 亿元 | +3986.02 万元 | | 腾讯控股(00700) | 23.27 亿元 | +2.79 亿元 | | 中芯国际(00981) | 22.18 亿元 | +2.24 亿元 | | 美团-W(03690) | 19.69 亿元 | -3.20 亿元 | | 小米集团-W(01810) | 17.10 亿元 | +4.94 亿元 | | 盈富基金(02800) | 16.67 亿元 | -16.53 亿元 | | 恒生中国企业(02828) | 1 ...

港股通(深)活跃成交股 智通财经APP获悉，1月8日港股市场，北水成交净卖出49.01亿港元，其中港股通(沪)成交净卖出39.68亿港元，港股通(深) 成交净卖出9.33亿港元。 北水净买入最多的个股是小米集团-W(01810)、腾讯(00700)、中芯国际(00981)。北水净卖出最多的个股是盈富基金 (02800)、恒生中国企业(02828)、南方恒生科技(03033)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W HK 09988 | 30.16亿 | 27.05亿 | 57.22亿 +3.11 乙 | | 盘冒基金 HK 02800 | 1.16亿 | 47.48亿 | 48.64亿 -46.31 Z | | 中芯国际 | 18.46 乙 | 15.06亿 | 33.52亿 | | HK 00981 | | | +3.40亿 | | 小米集团-W | 14.87 亿 | 9.10亿 | 23.97 亿 | | HK 01810 | | | +5.78 Z | | 腾讯控股 HK 00700 | ...

格隆汇1月8日丨腾讯控股(00700.HK)发布公告，2026年1月8日耗资6.36亿港元回购103.4万股，回购价格 每股610.5-618.5港元。 ...

智通财经APP讯，腾讯控股(00700)发布公告，于2026年1月8日斥资6.36亿港元回购103.4万股。 ...

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8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） ...

Market Performance - The Hong Kong stock market opened lower and closed with a slight rebound, with the Hang Seng Index down 1.17% at 26,149.31 points, the Hang Seng Tech Index down 1.05% at 5,678.34 points, and the National Enterprises Index down 1.09% at 9,039.34 points [1] - Major tech stocks declined, with Alibaba down 2.26%, Tencent down 1.36%, JD.com down 2.02%, and Meituan down 3.35% [1] - The semiconductor sector saw gains, with Shanghai Fudan up over 5% and Huahong Semiconductor up over 2% [1] - Coal stocks led the gains, with Jinma Energy up over 11% [1] Company News - Xinyi International (00732.HK) reported a cumulative net operating revenue of approximately HKD 16.534 billion for 2025, a decrease of about 7.3% year-on-year [2] - China Overseas Development (00688.HK) reported a cumulative contract property sales amount of approximately RMB 251.231 billion for 2025, down 19.1% year-on-year [2] - Greentown China (03900.HK) reported a total contract sales amount of approximately RMB 251.9 billion for 2025, a decrease of 9% [2] - China Overseas Hongyang Group (00081.HK) achieved a contract sales amount of RMB 2.57 billion for December 2025, down 43.9% year-on-year [3] Strategic Developments - China Carbon Neutrality (01372.HK) signed a tripartite strategic cooperation agreement with China Tower and China Recycled Resources to jointly create a lithium battery circular economy ecosystem [4] - Guofu Hydrogen Energy (02582.HK) entered into a pre-purchase order agreement for hydrogen energy project equipment in Tasmania, Australia [4] - Lijun Pharmaceutical (01513.HK) had its Lecanemab injection included in the priority review and approval process [4] Stock Buybacks - Xiaomi Group (01810.HK) repurchased 3.9 million shares for HKD 149 million at prices between HKD 38.12 and HKD 38.20 [9] - Tencent Holdings (00700.HK) repurchased 1.023 million shares for HKD 636 million at prices between HKD 615.5 and HKD 628 [9] - Geely Automobile (00175.HK) repurchased 3.388 million shares for HKD 59.156 million at prices between HKD 17.38 and HKD 17.65 [10] Institutional Insights - Guolian Securities remains optimistic about the AI value reassessment trend in China, suggesting a focus on platform-based internet companies with computational resources and model capabilities [12] - Guoyuan International notes that the Hong Kong stock market is currently in a relatively flat period, awaiting further catalysts, with potential inflows of new capital following the announcement of the new Federal Reserve Chairman [13] - Qianhai Open Source's Yang Delong predicts that the Hong Kong stock market, including the Hang Seng Index and Hang Seng Tech Index, may regain upward momentum in 2026, driven by capital inflows [13]

4.群发一个月内,每周超过两次信息的用户视为营销封号处 理。(微信公众号或企业微信除外) 5.每周好友增加数量在在20以上的用户视为风险推广营销号。 6.与多个陌生好友交流(非手机号或二维码加的好友)频繁互动的 微信用户,容易封号导致追封。 7.每天有频繁点赞秒赞行为,或多次发朋友圈的,并持续一周 的记录的微信用户,视为频繁广告推广,视为危险用户。 微信发文辟谣网传腾讯微信新规则：正常的社交行为不会受到任何限制。不会因为用户好友数量较多、长期在固定地点登录、与亲友互动频繁等正 常使用情况，而对账号进行处置。 腾讯微信新规则 1.连续一周内朋友圈发布(金融区块链文字链接之类的)七条内并 对微信视为风险提示。严重者永久停封。 2.微信注册一年以内,好友数量在2000以上的微信用户,没绑银行 卡的优先封号检测。 3.连续四周不切换IP地址,位置信息不变动的用户,视为诈骗 风险(就是天天待在一个位置没动过的)。 10.建群数量超过20的微信用 为非法集资。 12.频繁被拉黑,每个月超过30 大工的微信用户,视为骚扰 以及涉黄,视为封号首选用户。 13.朋友圈被人屏蔽超过100以上的微信用户，很大程度会永久 停封。 下 ...

美股尾盘跳水！道指跌0.94%降息预期降温，中国资产逆势突围 凌晨爬起来看美股的股民，怕是一半欢喜一半愁！1月7日美股上演"过山车"行情，开盘还冲高试探，结果尾盘突然跳水，三大指数集体收跌，道指直接跌了 466点，跌幅0.94%，报收48996.08点。 原本市场盼着2026年美联储能多降几次息，可最近官员们的表态一盆冷水浇下来，降息预期直接"降温"。就在美股一片绿油油的时候，中国资产却逆势发 力，部分中概股暴涨超70%，港股ADR也跟着飘红，这波"反向操作"真是让人眼前一亮！ | 东方 | 中概股 | | (Ai) [7 | | --- | --- | --- | --- | | | 680.68 -1.54% | | | | 成份股 | HADB | | | | 名称 | 最新, | 涨幅↓ | 法提 | | 合棋牌 | 318.680 -2.67% | | -8.75 | | TSM | | | | | 論山六 | 10.630 -2.74% | | -0.301 | | KC | | | | | 阿里巴巴 | 146.750 -2.75% | | -4.15 | | BABA | | | | | 途牛 ...

1月8日，针对最近网络上流传出的"腾讯微信新规则"的图片，微信派官方发文辟谣称是"我都不知道的 图"，并强调，正常的社交行为不会受到任何限制。微信不会因为用户好友数量较多、长期在固定地点 登录、与亲友互动频繁等正常使用情况，而对账号进行处置。 微信派尝试翻译了下图片中的内容，大意是： 如果聊天发的东西重复了，会觉得你"没创意"，封了。 总结一下：按这图里说法，在微信，太活跃不行，太安静不行，太有钱不行，太讨人嫌也不行。 微信派表示，这类谣言这实际上是黑灰产团伙为掩盖其违法活动而编造的"甩锅文学"。为了逃避打击， 黑灰产团伙为自己账号被处理寻找借口，企图混淆视听。（比如经典发言：我就给别人朋友圈点了个 赞，号就没了？） 责任编辑：李昂 1月8日，针对最近网络上流传出的"腾讯微信新规则"的图片，微信派官方发文辟谣称是"我都不知道的 图"，并强调，正常的社交行为不会受到任何限制。微信不会因为用户好友数量较多、长期在固定地点 登录、与亲友互动频繁等正常使用情况，而对账号进行处置。 如果宅家里一个月不动，会觉得你"太懒"，封了。 如果发朋友圈或点赞太勤，会觉得你"招人烦"，封了。 如果加好友速度快了，会觉得你"社交牛杂 ...