Report Summary 1. Report Industry Investment Rating There is no information about the industry investment rating in the provided content. 2. Core View of the Report The report provides a comprehensive overview of the latest trends in the AI industry, including company performance, application scenarios, model releases, and technological breakthroughs, demonstrating the rapid development and wide - ranging impact of AI technology [9][10][11]. 3. Summary by Directory AI Industry Dynamic - Tencent's Q2 2025 AI profitability emerged. Its Q2 revenue was 184.5 billion yuan, a 15% increase year - on - year, and net profit was 55.6 billion yuan, a 17% increase. AI has become an important driving force for its core business [9]. AI Application Information - The "National Railway Value Engineering Multi - modal Large Model Application Platform" jointly developed by SenseTime and the First Survey and Design Institute of China Railway was launched, offering five functions with over 90% accuracy in 28,000 test questions and covering 420GB of data [10]. AI Large Model Information - Shanghai Jiao Tong University released the native brain - inspired large model BriLLM, which can handle infinite context and has 100% full interpretability, with a nearly 90% reduction in parameters through sparse technology [11]. - The University of Hong Kong and other institutions open - sourced the OpenCUA framework, and its flagship model OpenCUA - 32B achieved a 34.8% success rate on the OSWorld - Verified benchmark [12]. - ByteDance open - sourced the full - modal training framework VeOmni, which can reduce engineering development time by over 90% and has high throughput [13][14]. - Zhipu released the GLM - 4.5V multi - modal model, achieving SOTA results in 41 out of 42 public visual multi - modal tasks [15]. - Alibaba's DAMO Academy open - sourced the Rynn series of models to solve the problems of data, model, and robot adaptation in embodied intelligence development [16]. - Baichuan released the open - source medical large model Baichuan - M2, which outperformed most models in the OpenAI HealthBench evaluation and supports single - card deployment on RTX4090 [17]. Technology Frontier - The first open - source reinforcement learning solution FlashRL supporting 8Bit Rollout was released, which can speed up training by 1.7 times without loss of performance [19]. - China developed the first hybrid pollination robot, which can reduce breeding costs, shorten the cycle, and improve efficiency [22].

Group 1 - Tencent Holdings announced a share buyback plan, investing HKD 550 million to repurchase 932,000 shares [1] - The buyback price per share ranges from HKD 583 to HKD 596.5 [1]

Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a "data screening method, device, equipment, and medium," with the authorization announcement number CN113821498B, and the application date was July 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 264 bidding projects [1] - The company has 5,000 trademark information entries and 5,000 patent information entries [1] - Additionally, Tencent Technology (Shenzhen) Co., Ltd. holds 538 administrative licenses [1]

第 1 頁 共 7 頁 v 1.3.0 | | | B. 贖回/購回股份 (擬註銷但截至期終結存日期尚未註銷) (註5及6) | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1). | 已購回作註銷但尚未註銷的股份 | | 931,000 | 0.01015 % | HKD | 591.2352 | | | 變動日期 | 2025年8月18日 | | | | | | 2). | 已購回作註銷但尚未註銷的股份 | | 932,000 | 0.01016 % | HKD | 590.5673 | | | 變動日期 | 2025年8月19日 | | | | | 備註： 以上A部第1項的每股發行價為每股加權平均發行價。 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： 2025年8月19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1 ...

Core Viewpoint - Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for an "information search ranking method, device, computer equipment, and storage medium" with the authorization announcement number CN116186373B, applied for on November 2021 [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 Intellectual Property - 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 538 administrative licenses [1]

Group 1 - Tencent Technology (Shenzhen) Co., Ltd. has applied for a patent titled "Data Query Method, Device, and Storage Medium," with publication number CN120508576A and application date of February 2024 [1] - The patent describes a data query method applicable in various scenarios such as cloud technology, artificial intelligence, smart transportation, and vehicle networking [1] - The method involves obtaining the starting row number and target quantity of data to be queried, determining the target end row number, and querying data based on specified thresholds and sub-intervals [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 [1] - The company has invested in 15 enterprises, participated in 264 bidding projects, and holds 5000 trademark and patent information records, along with 538 administrative licenses [1]

Market Overview - Hong Kong stocks experienced volatility, with the Hang Seng Index closing down 0.21% at 25,122.9 points and a total turnover of 278.2 billion HKD [1] - The Hang Seng China Enterprises Index fell 0.3% to 9,006.23 points, while the Hang Seng Tech Index decreased by 0.67% to 5,542.03 points [1] Blue Chip Performance - China Resources Beer saw a significant increase of 6.24%, closing at 28.28 HKD, contributing 4.24 points to the Hang Seng Index [2] - The company reported a revenue of 23.942 billion RMB, a year-on-year increase of 0.83%, and a net profit attributable to shareholders of 5.789 billion RMB, up 23.04% [2] - Other notable blue chips included Zhongsheng Holdings, which rose 8.29%, and Hansoh Pharmaceutical, which increased by 4.75% [2] Sector Performance - Large tech stocks showed mixed results, with Tencent up 0.94% and Alibaba down 0.25% [3] - AI application stocks performed well, with Zhihu-W rising 23% and Fenbi increasing by nearly 14% [3] - The property management sector was active, with Wanwu Cloud rising 7.19% and Sunac Services increasing by 5.18% [4][5] Earnings Reports - Wanwu Cloud reported a revenue of 18.14 billion RMB, a 3.1% year-on-year increase, and a core net profit of 1.32 billion RMB, up 10.8% [5] - Kancheng Pharmaceutical reported a revenue of 1.569 billion RMB, a 23.7% increase, and a net profit of 498 million RMB, up 24.6% [8] - Li Auto announced a revenue of 24.25 billion RMB, a 174% increase, with a gross margin of 14.1% [9] Notable Stock Movements - Dongfang Zhenxuan experienced a significant drop of 20.89%, closing at 34.32 HKD, following rumors regarding its CEO [12] - Gilead Sciences saw a decline of 15.01% after announcing a share placement and a new share subscription at a discount [13]

Market Overview - The Hong Kong stock market experienced a slight decline on August 19, with the Hang Seng Index falling by 0.21% to 25,122.90, the Hang Seng China Enterprises Index down by 0.30% to 9,006.23, and the Hang Seng Tech Index decreasing by 0.67% to 5,542.03, indicating a relatively stable overall sentiment [1][2]. Sector Performance - Major technology stocks mostly declined, with significant drops in the film and television sector, semiconductor stocks, Chinese brokerage firms, rare earth concept stocks, innovative pharmaceuticals, gold stocks, and brain-computer interface concept stocks. Notably, the live-streaming stock Dongfang Zhenxuan plummeted nearly 21% [2][3]. - The property management sector showed strength throughout the day, while consumer sectors such as restaurants and sports goods performed actively [2][3]. Individual Stock Movements - Major tech stocks like NetEase and Xiaomi fell by 1.2% and 1.23% respectively, while Meituan and JD.com also saw slight declines. Tencent and Kuaishou experienced minor increases [4][5]. - Semiconductor stocks faced significant declines, with SMIC and Hua Hong Semiconductor dropping over 3%. However, a report from Tianfeng Securities suggests a positive outlook for global semiconductor growth driven by AI by 2025 [5][6]. - The pharmaceutical outsourcing sector saw substantial losses, with Tigermed down over 8% and other companies like WuXi AppTec and Zai Lab also declining significantly [7][8]. - Chinese brokerage stocks fell, with Xingsheng International down over 6% and other major firms like China International Capital Corporation and Shenwan Hongyuan also experiencing declines. However, there are indications of improving liquidity in the securities market, which could benefit brokerage firms [8]. Gold and Precious Metals - Gold and precious metals stocks declined, with companies like Chifeng Jilong Gold and Lingbao Gold dropping over 3%. Market sentiment is influenced by expectations surrounding the Federal Reserve's policy direction and geopolitical developments [8][9]. Property Management and Consumer Sectors - The property management sector saw notable gains, with Wanwu Cloud rising over 7% and other firms like Zhengrong Service and Rongchuang Service also increasing by more than 5%. This is supported by government measures to stabilize the real estate market [9][10]. - The restaurant sector experienced significant gains, with Daoxiang Holdings up over 11% and other companies like Xiaocaiyuan and Haidilao also showing positive performance [11]. Capital Inflows - Southbound funds recorded a net inflow of 18.573 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 8.911 billion HKD and the Shenzhen-Hong Kong Stock Connect adding 9.662 billion HKD [14]. Market Sentiment - Huatai Securities noted that the Hong Kong stock index has been fluctuating but is on an upward trend, with increased volatility. The market is currently in a critical phase awaiting verification of significant domestic and international events, suggesting a window for position adjustments [16].

Core Viewpoint - Tencent Maps has launched a new feature called "Go Home Guardian," which utilizes advanced LBS technology to provide real-time tracking of the location and status of elderly and children users [1] Group 1: Feature Overview - "Go Home Guardian" allows users to dynamically track the real-time location and movement route of the individuals being monitored, with the ability to refresh location information even when they are in motion [1] - Users can also review the complete historical trajectory of the monitored individuals, providing comprehensive insights into their movements [1] Group 2: Technical and Security Aspects - The feature relies on Tencent Maps' dynamic positioning and intelligent routing technology to synchronize and update the location information of the monitored individuals in real-time [1] - All guardian-related notifications are sent directly to the WeChat "Go Home Guardian" service account, ensuring seamless communication [1] - To prevent misuse, the feature is restricted to users under 22 years old and over 55 years old, requiring dual authentication through ID and facial recognition for activation [1] - Tencent Maps emphasizes that the related data will be stored using multiple encryption technologies to ensure privacy and security [1] Group 3: Activation Process - To activate the feature, users need to open the latest version of Tencent Maps, search for "Go Home Guardian," create a group, and generate an invitation code [1] - The elderly or children can input the invitation code in their Tencent Maps app to complete the binding and enable the feature [1]

金融界2025年8月19日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司申请一项名为"事件 处理方法、装置、电子设备、计算机可读存储介质及计算机程序产品"的专利，公开号 CN120508376A，申请日期为2024年02月。 专利摘要显示，本申请提供了一种事件处理方法、装置、电子设备、计算机可读存储介质及计算机程序 产品，方法包括：响应于在人机交互界面触发的操作事件，获取用于对操作事件进行响应的至少一个响 应事件，确定各响应事件的延迟响应时间，延迟响应时间为，从操作事件的触发时间开始至相应的响应 事件被执行的时间，针对各响应事件，当基于响应事件的延迟响应时间确定相应的执行时间到达时，执 行响应事件。 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目264次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可538个。 作者：情报员 本文源自：金融界 ...