公募基金二季报本周进入密集披露期，部分头部基金及知名基金经理的调仓动向也备受市场关注。 综合来看，各家基金在二季度保持了高仓位运作，新能源产业链、医药消费等成为关注重点。 此外，睿远基金傅鹏博管理的基金则对光伏行业板块个股更为关注。综合季报，通威股份、迈为股 份等新晋十大重仓股，大族激光、先导智能等退出前十大重仓股序列；由傅鹏博、朱璘管理的睿远成长 价值混合基金前十大重仓股为三安光电、中国移动、立讯精密、东方雨虹、万华化学、通威股份、吉利 汽车、沃森生物、迈为股份、国瓷材料。相比一季度，该基金新进持仓了通威股份、吉利汽车、迈为股 份，而先导智能、大族激光、卫宁健康则被调出十大重仓股序列；广发基金刘格菘持仓结构没有出现大 幅调整。其前十大重仓股当中，亿纬锂能、龙佰集团的持仓量不变，国联股份、福莱特分别新晋成为第 七大重仓股和第九大重仓股。另外，晶澳科技、隆基绿能、锦浪科技等多只个股持股数量均较一季度末 有所增长。 Wind数据显示，截至7月20日记者发稿时，已经有多家基金公司旗下1338只股票型开放式基金（未 合并A/C）发布了二季度报告，其中不乏头部基金公司和张坤、刘格菘、傅鹏博、李晓星等知名基金经 理。易方 ...

作者：情报员 金融界2025年8月12日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"数据 记录分析方法、装置、设备及存储介质"的专利，授权公告号CN115081778B，申请日期为2021年03月。 本文源自：金融界 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533个。 ...

2025开年以来港股市场表现活跃，主要指数涨势喜人。公募机构对港股的关注度显著提升，不仅主 动权益类基金、QDII基金积极布局港股，一些"固收+"基金也大举配置港股，向港股市场要收益。数据 显示，多只"固收+"基金对港股的持仓接近了合同规定的港股投资比例上限，得益于"纯债资产打底""港 股红利防御"和"科技龙头增厚"的三重配置优势，这些"固收+"基金近期普遍取得了不错的业绩。 "固收+"产品含"港"量提升 2025开年以来，港股市场表现亮眼。Wind数据显示，截至3月20日，恒生指数和恒生科技指数年内 涨幅分别超过20%和30%。 港股市场的潜在上行空间吸引了主动权益类基金和QDII基金的关注，截至去年底，在港交所挂牌 的腾讯控股成为公募基金第二大重仓股，小米集团、中芯国际等港股标的也成为公募基金增持较多的品 种；QDII基金也日益展现出配置重点转向港股的趋势。 "固收+"基金同样也在投资范围内积极配置港股。数据显示，截至去年底，全市场二级债基合计持 有的港股市值达到54.2亿元。从基金管理人来看，二级债基港股持仓市值最高的是广发基金，旗下相关 产品合计持有港股市值达7.89亿元。 从单只基金来看，7只二级债 ...

蓝筹股方面，腾讯控股跌2.73%，收报535港元；香港交易所跌2.34%，收报417港元；中国移动跌 0.23%，收报85.9港元；汇丰控股跌0.94%，收报95.25港元。 香港本地股方面，长实集团跌1.25%，收报35.6港元；新鸿基地产跌1.93%，收报91.7港元；恒基地产跌 0.55%，收报27.35港元。 新华社香港8月1日电 香港恒生指数1日跌265.52点，跌幅1.07%，收报24507.81点。全日主板成交 2546.74亿港元。 石油石化股方面，中国石油化工股份跌5.87%，收报4.33港元；中国石油股份跌3.26%，收报7.42港元； 中国海洋石油跌1.37%，收报18.66港元。 国企指数跌78.53点，收报8804.42点，跌幅0.88%。恒生科技指数跌55.74点，收报5397.4点，跌幅 1.02%。 【纠错】 【责任编辑:赵阳】 中资金融股方面，中国银行跌0.66%，收报4.51港元；建设银行跌1.99%，收报7.89港元；工商银行跌 0.66%，收报5.98港元；中国平安跌1.95%，收报52.9港元；中国人寿跌2.64%，收报22.15港元。 ...

Core Viewpoint - Haier is reportedly planning to enter the automotive sector with its own brand of vehicles, but the company has denied these claims, stating that the reports are untrue [1] Group 1: Haier's Automotive Strategy - Haier has been actively investing in the automotive industry through its capital arm, Haier Capital, which has invested in several smart connected vehicle service providers and auto parts manufacturers [2] - The company has signed strategic cooperation agreements with major automotive manufacturers such as SAIC Motor and Chery Holding Group, focusing on building an industrial internet big data platform for digital transformation in the automotive sector [2] - Haier aims to leverage its smart home technology to create a new ecosystem of connectivity between homes and vehicles, enhancing consumer experiences [2] Group 2: Technology Giants in the Automotive Industry - Technology companies are increasingly seen as key players in the automotive sector, particularly in software and algorithm development, with significant advancements in machine vision and artificial intelligence [3] - Unlike Baidu and Xiaomi, which are entering the vehicle manufacturing space, Tencent and Huawei have maintained their stance of not producing cars but instead collaborating with automotive companies to provide software and support [3][4] - Tencent has partnered with over 100 automotive companies and major mobility tech firms, offering cloud services and smart cockpit products to enhance vehicle management and user experience [3] - Huawei, while also not manufacturing vehicles, has developed over 30 products related to automotive technology, including systems for intelligent driving and connected vehicles [4]

眼下，距离杭州亚运会开幕已不足70天。电竞项目因首次列入亚运会激发起的投资热度仍在上升。 7月14日至15日举办的"全球电竞运动领袖峰会"（以下简称"峰会"）发布了2023版《全球电竞运动行业 发展报告》（以下简称"报告"），报告显示，2023年电竞观众将增长至5.74亿，2025年将增长至6.41 亿。2023年全球电竞营收将达到近18亿美元。 普华永道今年发布的《全球体育行业调研(第七期)中国报告》显示，中国机构投资者最关注的前五大体 育赛道中，电竞以58.5%占比位居第一。 行业标准更加完善 2023年杭州亚运会的电竞入选项目中，腾讯系占据四席。对此，腾讯游戏副总裁、腾讯电竞总经理侯淼 向记者表示："'电竞入亚'对行业人才培养、赛事系统、运作体系及项目开发，都提出了更为标准化和 规范化的要求。" 在参赛人才选拔方面，侯淼介绍，入选电竞国家集训队，除了选手自身技术实力外，还须符合与其他体 育项目选拔统一的考核标准，包括个人言行等。 报告显示，中国电竞用户消费类型居前四位的是：购买虚拟道具、购买实体周边、购买战队选手周边以 及现场观赛。用户的花费金额增长迅猛,其中，"101元至500元"这一消费区间占比达到 ...

值得关注的是，本次回购4.01亿港元的腾讯控股，年内则进行多次回购，合计回购金额为305.61亿港 元。 【纠错】 【责任编辑:郑然 】 证券时报•数据宝统计显示，9月25日有38家香港上市公司进行了股份回购，合计回购2520.41万股，回 购金额6.82亿港元。 腾讯控股回购数量131.00万股，回购金额4.01亿港元，回购最高价为311.400港元，最低价为303.400港 元，年内累计回购金额305.61亿港元；友邦保险回购数量211.28万股，回购金额1.35亿港元，回购最高 价为65.350港元，最低价为63.250港元，年内累计回购金额199.14亿港元；小米集团-W回购数量400.00 万股，回购金额4751.72万港元，回购最高价为11.900港元，最低价为11.860港元，年内累计回购金额 8.63亿港元。 以金额进行统计，9月25日回购金额最多的是腾讯控股，回购金额为4.01亿港元；其次是友邦保险，回 购金额为1.35亿港元；回购金额居前的还有小米集团-W、ESR等。回购数量上看，9月25日回购股数最 多的是北京能源国际，当日回购量为500.00万股；其次是小米集团-W、中远海控等，回购数 ...

Core Viewpoint - ByteDance has confirmed the news regarding the internal memo about re-initiating its gaming business, despite previously announcing a complete exit from self-developed games [1] Group 1: ByteDance's Gaming Strategy - ByteDance announced a gradual shutdown of its gaming brand, Chao Xi Guang Nian, and a full exit from self-developed gaming, but it continues to engage in game agency and mini-games on Douyin [1] - Two gaming studios under ByteDance, Shenzhen Gravity Studio and Jiangnan Studio, have merged to form Salros Network Technology (Shenzhen) Co., Ltd, with Tencent's investment arm holding a 100% stake in Salros [1] - The industry has mixed views on Tencent taking over some of ByteDance's gaming teams, with expectations of closer cooperation between the two giants in the future [2] Group 2: Tencent's Gaming Developments - Following ByteDance's exit from self-developed games, the activity level of Tencent's flagship game, Honor of Kings, has increased on Douyin, with significant promotional efforts including live streaming events [3] - Tencent has invested 1.4 billion yuan in its party game, Yuanmeng Zhi Xing, with a long-term investment plan that is not capped [3] - DataEye reported that 38% of the advertising for Yuanmeng Zhi Xing was placed on ByteDance's advertising platform, indicating a strategic advertising approach [3] Group 3: Market Insights on Gaming - The two projects taken over by Tencent focus on the high-potential areas of tactical competition and open-world games, which have a strong consumer willingness to pay [4] - The actual sales revenue of the mobile game market for the ACG (Anime, Comic, and Game) sector reached 31.707 billion yuan in 2023, showing a year-on-year growth of 31.01% [4] - The domestic ACG market has limited offerings in the open-world game category, with only Genshin Impact ranking in the top 50 of Apple's bestsellers, indicating a potential opportunity for new entrants [4]

作者：情报员 金融界2025年8月12日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"多终 端的通话方法和存储介质及电子设备"的专利，授权公告号CN114979545B，申请日期为2021年12月。 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533个。 本文源自：金融界 ...

Core Viewpoint - Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a resource acquisition method, device, computer equipment, and storage medium, indicating its ongoing innovation efforts in the technology sector [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 Business Activities - 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, showcasing its extensive intellectual property portfolio [1] - Additionally, Tencent Technology possesses 533 administrative licenses, indicating its compliance and operational capabilities [1]