智通财经APP讯，腾讯控股(00700)公布，公司于2025年8月14日，根据购股权计划的条款向僱员参与者 授予 597,357份购股权，以认购股份(惟须待获授人接纳后方可作实)。所授出购股权的行使价为每股590 港元。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 （股份代號：700（港幣櫃台）及 80700（人民幣櫃台）） 根據股份獎勵計劃 授出獎勵 根據上市規則第17.06A條，董事會宣佈，本公司於二零二五年八月十四日，根據股 份獎勵計劃的條款向僱員參與者授予的獎勵涉及23,935,991股獎勵股份（惟須待獲授 人接納後方可作實），佔本公告日期已發行股份總數約0.261%。 授出獎勵之詳情 有關授予獲授人獎勵的詳情如下： 授出日期： 二零二五年八月十四日 獲授人及於授予獎勵項下 獎勵股份的數目： 根據股份獎勵計劃已授予僱員參與者的獎勵涉及 23,935,991股獎勵股份。 上述授出毋須獲本公司的股東於股東大會上批准。 於本公告日期，就董事所深知，概無獲授人為 (i)本公司的董事、主要行政人員或主要股東，或任 何彼等之聯繫人（定義見上市規則）；(ii)獲授或將獲 授購股權及獎勵超逾上市規則項下1%個人限額的 – 1 – 參與者；或(iii)本公司的關連實體參與者 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 （股份代號：700（港幣櫃台）及 80700（人民幣櫃台）） 根據購股權計劃 授出購股權 授出日期： 二零二五年八月十四日 根據上市規則第17.06A條，董事會宣佈，本公司於二零二五年八月十四日，根據購 股權計劃的條款向僱員參與者授予 597,357份購股權，以認購股份（惟須待獲授人接 納後方可作實）。 授出購股權之詳情 有關授予獲授人購股權的詳情如下： 股份於授出日期的收市價： 每股590港元 購股權的行使期： 直至購股權授出日期後7年期間的最後1日為止 歸屬期： 授予所有僱員參與者的購股權的總歸屬期（即授出 日與最後歸屬日的期間）約為24個月至48個月。 就授予若干僱員參與者的購股權，將分批歸屬， 總歸屬期超過12個月。由於購股權的授予因行政 原因而延遲，授出日與首個歸屬日的期間少於12 個月，以反映根據購股權計劃所准許本應授予購 股權的時間。薪酬委員會認為，該較短歸屬期 對於挽留、激勵及獎勵僱員參 ...

Group 1 - The core index, the China Securities Hong Kong Mainland Stock 50 Index, experienced a decline of 0.26% to 3002.62 points, with a trading volume of 103.38 billion yuan on August 14 [1] - Over the past month, the index has increased by 5.59%, by 7.99% over the last three months, and has risen by 24.33% year-to-date [1] - The index is designed to reflect the overall performance of Chinese concept securities listed on global exchanges, with a base date of December 31, 2004, and a base point of 1000.0 [1] Group 2 - The top ten weighted stocks in the index include Tencent Holdings (10.93%), Alibaba-W (9.96%), Xiaomi Group-W (7.11%), and others, with a total market share of these stocks contributing significantly to the index [1] - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, indicating a focused investment strategy [1] Group 3 - The industry composition of the index shows that consumer discretionary accounts for 31.60%, communication services for 21.93%, and financials for 21.62%, among other sectors [2] - The index undergoes adjustments every six months, with sample adjustments occurring on the second Friday of June and December, allowing for a maximum sample change of 10% [3] - A buffer zone is established for the index adjustments, prioritizing new samples ranked in the top 40 and retaining old samples ranked in the top 60 [3]

Group 1 - The core index, the CESHKM, experienced a decline of 0.33%, closing at 6880.32 points with a trading volume of 906.03 billion [1] - Over the past month, the CESHKM index has increased by 4.96%, by 7.28% over the last three months, and has risen by 23.32% year-to-date [1] - The CESHKM index is part of a series of indices that reflect the overall performance of large and mid-cap securities listed in Shanghai, Shenzhen, and Hong Kong, with a base date of December 31, 2004, and a base point of 2000.0 [1] Group 2 - The top ten holdings in the CESHKM index include Tencent Holdings (11.02%), Alibaba-W (10.05%), Xiaomi Group-W (7.86%), and others, indicating a concentration in major tech and financial firms [1] - The index is fully composed of stocks listed on the Hong Kong Stock Exchange, with the largest sector being consumer discretionary at 30.46%, followed by communication services at 23.17% and financials at 21.98% [2] - The industry breakdown of the CESHKM index shows a diverse allocation, with technology at 10.63%, energy at 5.98%, and healthcare at 3.08%, among others [2]

Group 1 - The core index, the CESP50, experienced a decline of 0.28%, closing at 3170.29 points with a trading volume of 932.59 billion [1] - Over the past month, the CESP50 index has increased by 5.33%, by 8.84% over the last three months, and has risen by 26.77% year-to-date [1] - The CESP50 index is designed to reflect the overall performance of the top 50 blue-chip securities listed on the Hong Kong Stock Exchange under the "Hong Kong Stock Connect" program [1] Group 2 - The top ten holdings of the CESP50 index include Tencent Holdings (10.86%), HSBC Holdings (10.2%), Alibaba-W (9.9%), Xiaomi Group-W (6.25%), and others [1] - The index's holdings are entirely composed of securities from the Hong Kong Stock Exchange, with financials making up 39.60%, consumer discretionary 23.52%, and communication services 17.16% [2] - Other sectors represented in the index include information technology (8.46%), energy (3.94%), real estate (3.37%), utilities (1.66%), consumer staples (1.00%), industrials (0.83%), and healthcare (0.45%) [2]

Core Viewpoint - Tencent reported strong Q2 2025 earnings with revenue of 184.5 billion yuan, a 15% year-on-year increase, and a net profit of 55.6 billion yuan, up 17% [1] Revenue Growth by Segment - Value-added services revenue reached 91.4 billion yuan, growing 16% year-on-year; international game revenue was 18.8 billion yuan, up 35%; domestic game revenue was 40.4 billion yuan, increasing 17%; social network revenue was 32.2 billion yuan, growing 6%; marketing services revenue was 35.8 billion yuan, up 20%; and financial technology and enterprise services revenue was 55.5 billion yuan, increasing 10% [1] Drivers of Business Growth - Key drivers for the quarter's growth included rapid international game revenue growth (35%), better-than-expected advertising revenue, and domestic game revenue, primarily driven by underlying AI advancements [2] AI Strategy Indicators - Tencent tracks AI development progress through four key performance indicators (KPIs): 1. AI's impact on existing business efficiency and revenue growth [3] 2. Performance and quality of the mixed Yuan model [4] 3. Growth of AI apps, including user numbers and AI-driven search metrics [5] 4. Progress in designing AI innovation products within Tencent's ecosystem [6] AI Empowerment Strategy - Tencent's AI strategy focuses on enhancing existing revenue streams (advertising, gaming, financial technology) rather than creating new systems, contrasting with approaches taken by companies like Meta and Google [9] User Engagement and Retention - The company emphasizes the importance of user engagement and retention for its AI applications, aiming to increase user stickiness to avoid losing customers to competitors [11][14] Development of Phenomenal Products - Tencent aims to develop standout AI products, such as AI agents integrated into WeChat and productivity tools, recognizing that success requires both technological advancement and external opportunities [15][16] Strategic Progression - Tencent's strategy reflects a progression: first ensuring profitability, then expanding user base, and finally cultivating standout products, adhering to a principle of steady progress [17][18]

8月14日恒生指数下跌0.37%，报收25519.32点，全天南向资金通过港股通渠道合计净买入10.34亿港 元。 证券时报·数据宝统计，8月14日港股通全天合计成交金额为1475.43亿港元，成交净买入10.34亿港元。 具体来看，沪市港股通成交金额927.12亿港元，成交净买入16.45亿港元；深市港股通成交金额548.31亿 港元，成交净卖出6.11亿港元。 成交活跃股方面，沪市港股通前十大成交活跃股中，腾讯控股成交额为60.03亿港元，成交金额居首； 其次是阿里巴巴-W、中芯国际，成交金额分别为36.89亿港元、36.59亿港元。以净买卖金额统计，中国 人寿净买入额为13.53亿港元，净买入金额居首，该股收盘股价上涨3.60%。净卖出金额最多的是腾讯控 股，净卖出6.78亿港元，收盘股价上涨0.68%。 深市港股通前十大成交活跃股中，成交额居首的是腾讯控股，成交金额41.88亿港元；其次是中芯国 际、阿里巴巴-W，成交金额分别为21.29亿港元、21.23亿港元。以净买卖金额统计，有5只股为净买 入，净买入金额最多的是阿里巴巴-W，净买入3.13亿港元，该股收盘下跌1.54%。净卖出金额最多的是 腾讯 ...

成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是腾讯控股，合计成交额101.91亿港元， 阿里巴巴-W、中芯国际成交额紧随其后，分别成交58.12亿港元、57.88亿港元。以净买卖金额统计，净 买入的个股共有9只，中国人寿净买入额为13.53亿港元，净买入金额居首，该股收盘股价上涨3.60%， 阿里巴巴-W净买入额为4.55亿港元，理想汽车-W净买入额为3.52亿港元。净卖出金额最多的是腾讯控 股，净卖出11.97亿港元，该股收盘股价上涨0.68%，美团-W、晶泰控股遭净卖出3.86亿港元、2.55亿港 元。 8月14日恒生指数下跌0.37%，南向资金全天合计成交金额为1475.43亿港元，其中，买入成交742.89亿 港元，卖出成交732.55亿港元，合计净买入金额10.34亿港元。具体来看，港股通（深）累计成交金额 548.31亿港元，买入成交271.10亿港元，卖出成交277.21亿港元，合计净卖出金额6.11亿港元；港股通 （沪）累计成交金额927.12亿港元，买入成交471.79亿港元，卖出成交455.34亿港元，合计净买入金额 16.45亿港元。 今日上榜个股中，阿里巴巴-W、中芯国际、小 ...

Core Insights - Tencent's Q2 financial results showed a revenue of 184.5 billion yuan, a 15% year-on-year increase, and a net profit of 55.63 billion yuan, up 17% year-on-year, indicating strong performance across its business segments driven by AI technology [1][2] Financial Performance - Tencent's revenue growth rate reached a one-year peak in Q2 2025, with significant contributions from value-added services, marketing services, and financial technology [1] - The company's stock price surged over 7% after the earnings report, reaching a four-year high, and continued to rise, surpassing 600 HKD per share for the first time in four years [1] AI Integration - AI has been integrated across Tencent's major business areas, enhancing advertising efficiency and improving game content supply and operations [2] - The advertising business benefited from AI improvements, leading to increased demand from advertisers for various platforms within the WeChat ecosystem [2][6] Gaming Sector - Tencent's domestic game revenue grew by 17% to 40.4 billion yuan, while international game revenue increased by 35% to 18.8 billion yuan, showcasing strong performance in both markets [3] - The new shooting game "Delta Force" achieved over 20 million daily active users in July, indicating Tencent's ability to create successful new titles [4] Future Prospects - Tencent is set to launch the mobile game "Valorant," expected to generate over 6 billion yuan in annual revenue, further boosting its gaming business [5] - The company plans to increase capital expenditure to support AI-related initiatives, with a 119% year-on-year increase in Q2 capital spending [6][7]