Core Insights - The Gamescom event in Cologne, Germany, has set a record with over 1,500 exhibitors from 72 countries, marking an 11% increase from last year [1] - More than 50 Chinese companies are participating, representing a 32% growth compared to the previous year, with notable firms like Tencent and miHoYo [2] Group 1: Event Highlights - The event features major game releases, including the highly anticipated "Black Myth: Wukong," which received enthusiastic applause during the Opening Night Live [2] - Tencent's "Delta Action" is the first self-developed FPS game from China to support cross-platform data sharing and global distribution [2] - Various Chinese games, such as "Gujian," "Honor of Kings World," and "Tomorrow's Ark: End of the World," showcased new trailers and updates during the event [2] Group 2: Exhibitor Presence - Tencent's booth for "Honor of Kings World" attracted significant attention, with players queuing to try the game [3] - Lingyoufang's "Shadow Blade Zero" featured a 500 square meter experience area, allowing players to engage in challenging boss battles [6] - Tencent's subsidiary, Salros, presented "Fate Trigger," which combines anime aesthetics with tactical gameplay, while Level Infinite showcased multiple titles including "Dying Light: The Reckoning" [9] Group 3: New Game Releases - "Rust Mobile," a mobile adaptation of the classic PC survival game, was available for public testing, maintaining the core gameplay elements of exploration and PvP combat [10] - Tencent's "Silicon Universe," now titled "Interstellar Ideal Country," offers a sandbox adventure experience with cross-platform capabilities [10] - The AI creative solution VISVISE was unveiled, covering various aspects of game art production and attracting interest from international developers [11]

值得关注的是，近期港股互联网ETF（513770）资金面持续升温，上交所数据显示，港股互联网ETF （513770）最新单日获资金净流入2.35亿元，近5日资金连续净流入4.18亿元。 港股互联网ETF（513770）及其联接基金（A类 017125；C类 017126）被动跟踪中证港股通互联网指 数，通过重仓港股互联网龙头，成为港股AI核心标的。数据显示，开年以来至7月末，中证港股通互联 网指数累计涨幅超35%，明显优于恒科指同期表现，领涨弹性突出。 8月22日，港股科网龙头走势较强，快手-W绩后领涨4%，小米集团-W涨超2%，腾讯控股重上600港 元，阿里巴巴-W跟涨。重仓港股互联网龙头的港股互联网ETF（513770）高开高走，场内价格现涨 1.29%，实时成交额1.8亿元。 | 分时 多日 ▼ | | | | F9 鼎前盘后 叠加 九转 画线 工具 @ 2 >> | | | | | | | 港股互联网ETF 2 买 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1183 | | ...

Core Viewpoint - The Hong Kong stock market, particularly the technology sector, is experiencing strong performance, with notable gains from major internet companies like Kuaishou, Xiaomi, Tencent, and Alibaba following their quarterly earnings reports [1][4]. Group 1: Company Performance - Kuaishou reported a Q2 revenue of 35 billion yuan, a year-on-year increase of 13.1%, with adjusted net profit reaching 5.6 billion yuan, up 20.1%, exceeding market expectations [3]. - Bilibili's Q2 revenue was 7.34 billion yuan, reflecting a 20% year-on-year growth, with both net profit and adjusted net profit hitting historical highs of 220 million yuan and 560 million yuan, respectively [1][4]. - The AI capabilities have significantly boosted the performance of leading tech companies, with Kuaishou's revenue from AI services surpassing 250 million yuan in Q2 [4]. Group 2: Market Trends - The Hong Kong Internet ETF (513770) has seen a continuous inflow of funds, with a net inflow of 235 million yuan in a single day and a total of 418 million yuan over the past five days [4][6]. - The index tracking the Hong Kong Internet sector has outperformed the Hang Seng Tech Index, with a cumulative increase of over 35% since the beginning of the year [6][7]. - The top four holdings in the Hong Kong Internet ETF include Xiaomi, Tencent, Alibaba, and Meituan, collectively accounting for 54.74% of the fund's total weight [7][8]. Group 3: Future Outlook - The upcoming half-year earnings reports are seen as a critical juncture for the Hong Kong market, with expectations shifting from liquidity-driven to performance-driven and policy validation phases [4]. - The "anti-involution" policy is anticipated to influence industry pricing dynamics, with potential marginal changes impacting market sentiment [4].

Group 1 - Tencent Technology (Shenzhen) Co., Ltd. has applied for a patent titled "Question and Answer Processing Method, Device, Electronic Equipment, and Storage Medium" with publication number CN120525059A, filed on May 2025 [1] - The patent involves a method that utilizes artificial intelligence and natural language processing to generate responses to questions based on a large language model, determining the credibility of responses through confidence levels or matching degrees [1] - The response results include a target response text derived from at least one of the generated responses [1] Group 2 - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is primarily engaged in software and information technology services, with a registered capital of 2 million USD [2] - The company has made investments in 15 enterprises and participated in 264 bidding projects, holding 5000 trademark records and 5000 patent records [2] - Additionally, Tencent Technology possesses 537 administrative licenses [2]

Group 1 - The core viewpoint of the articles highlights the strong performance of Hong Kong's internet sector, particularly after the earnings reports from major companies like Kuaishou, Xiaomi, Tencent, and Alibaba, which have positively influenced the market [1][3][5] - Kuaishou reported a Q2 revenue of 35 billion yuan, a year-on-year increase of 13.1%, and an adjusted net profit of 5.6 billion yuan, exceeding market expectations [3][6] - Bilibili's Q2 revenue reached 7.34 billion yuan, marking a 20% year-on-year growth, with both net profit and adjusted net profit hitting historical highs [3][6] Group 2 - The Hong Kong Internet ETF (513770) has seen significant inflows, with a net inflow of 235 million yuan in a single day and a total of 418 million yuan over the past five days, indicating strong investor interest [3][5] - The index that the ETF tracks has outperformed the Hang Seng Tech Index, with a cumulative increase of over 35% since the beginning of the year [5][6] - The top four holdings in the Hong Kong Internet ETF are Xiaomi, Tencent, Alibaba, and Meituan, which together account for 54.74% of the fund's total weight [6][7]

申万宏源证券指出，继续看好港股是潜在牛市中领涨市场，"牛市氛围"强化后，投资者在港股进行行业 轮动会更加积极，当前已经来到了港股大众消费品的补涨窗口。中期维度，继续看好港股科技、创新药 和新消费龙头。 港股消费ETF（513230）跟踪中证港股通消费主题指数，一键打包互联网电商龙头+新消费，成分股近 乎囊括港股消费的各个领域，包括泡泡玛特、老铺黄金、蜜雪集团、名创优品等新消费龙头，又包含腾 讯、快手、阿里巴巴、小米等互联网电商龙头，科技+消费属性突出。 8月22日，港股三大指数集体高开，恒指涨0.4%，国指涨0.56%，恒生科技指数涨0.99%。港股新消费概 念走强，名创优品绩后涨超13%，小米集团、古茗、蜜雪集团等个股跟涨。港股消费ETF（513230）早 盘震荡攀升，现涨近1%。 浙商国际指出，对于中短期港股市场走势继续保持谨慎乐观的态度。板块配置方面，我们看好行业相对 景气且受益于政策利好的汽车、新消费、创新药、科技等；业绩股价稳健且受益于政策利好的低估值国 央企红利板块；基本面独立且受益于降息周期的香港本地银行、电信及公用事业红利股。 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月22日｜腾讯(0700.HK)拉升涨超2%，报606.5港元，股价创2021年3月以来新高；腾讯年内累涨 46%。 腾讯此前公布业绩显示，2025年二季度收入1845.04亿元，同比增长15%，环比增长2%，高于预估的 1789.4亿元；毛利1050.13亿元，同比增22%，环比增长4%；本公司权益持有人应占盈利556.28亿元，同 比增长17%，环比增长16%，高于预期的508.3亿元；非国际财务报告准则本公司权益持有人应占盈利为 630.52亿元，同比增长10%，环比增长3%，高于预估的620.2亿元。 ...

（文章来源：每日经济新闻） 每经AI快讯，8月22日，腾讯控股涨超1%，再度升破600港元关口。 ...

Market Overview - The Hong Kong stock market showed a slight decline, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion, with net inflows of 484 million from the Hong Kong Stock Connect [1][5] - The US stock market also experienced weakness, with the Dow Jones down 0.3% and the S&P 500 down 0.4%, marking the fifth consecutive day of decline [2] Key Companies - China Biologic Products (1177HK) rose by 3.49% after its HER2 TKI drug received breakthrough therapy designation [1] - China Unicom (0762HK) increased by 3.39% [1] - NIO (NIO.US) and Xpeng Motors (XPEV.US) saw significant gains of 9.3% and 11.7% respectively, despite broader market weakness [2] Sector Performance - The semiconductor, communication, and artificial intelligence sectors in Hong Kong have shown renewed activity, with ZTE Corporation (0763HK) rising 28.6% since the latest recommendation on August 4 [3] - The report suggests continued focus on technology sectors such as artificial intelligence, robotics, and semiconductors, as well as new consumer sectors supported by policy [3] Investment Recommendations - The report recommends attention to companies in the technology sector, particularly those involved in AI and semiconductor production, as well as leading state-owned enterprises with low valuations and high dividends [3] - Specific mention of China Communications Services (0552HK) as a key player in digital infrastructure, with projected revenue growth of 15% and net profit growth of 0.64% for 2024 [10]

Core Points - Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for an "information search method, device, electronic equipment, and storage medium" with the authorization announcement number CN116992113B, applied on June 2022 [1] Company Overview - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The company has a registered capital of 2 million USD [1] Investment and Operations - Tencent Technology has invested in 15 companies and participated in 264 bidding projects [1] - The company holds 5,000 trademark records and 5,000 patent records, along with 537 administrative licenses [1]