智通财经APP讯，腾讯控股(00700)发布公告，于2025年9月12日，该公司斥资5.5亿港元回购85.2万股。 ...

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： 2025年9月12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 ...

Market Overview - The Hong Kong stock market opened higher and slightly retreated, with the Hang Seng Index closing at 26,388.16 points, up 301.84 points, a rise of 1.16% [1] - The Hang Seng Tech Index closed at 5,989.27 points, increasing by 100.50 points, a rise of 1.71% [1] Company Highlights - A notable company,药捷安康 (Jiangsu Hengrui Medicine Co., Ltd.), is focused on discovering and developing innovative small molecule therapies for tumors, inflammation, and cardiovascular metabolic diseases. It was recently added to the Hong Kong Stock Connect list, allowing southbound funds to purchase its shares [3] -药捷安康-B (02617.HK) saw its stock price rise over 130% during the day, ultimately closing with a gain of 77% [4] - Other newly added stocks in the Hong Kong Stock Connect include 博雷顿 (Boreton, 01333.HK), which closed up over 21%, and 曹操出行 (Caocao Chuxing, 02643.HK), which peaked at a 14% increase during the day [5] Market Trends - Analysts noted a strong influx of southbound funds into the Hong Kong stock market, leading to significant price increases for newly added stocks. However, the T+0 trading system in Hong Kong presents risks of high volatility [7] - The technology sector in Hong Kong maintained a strong performance, with notable increases in stock prices for major companies such as 百度集团 (Baidu, 09888.HK) up over 8%, 阿里巴巴 (Alibaba, 09988.HK) up over 5%, and 腾讯控股 (Tencent, 00700.HK) up over 2%, closing at 643.5 HKD, nearing its historical high [7] Future Outlook - 中金公司 (CICC) highlighted that the Hong Kong market's key characteristic this year is structural performance over index performance, with a focus on sectors driven by profit trends [10] - 花旗 (Citi) raised its year-end target for the Hang Seng Index by 7% to 26,800 points, with expectations for further increases to 27,500 points and 28,800 points in the first half and by year-end next year, respectively [10] - 广发证券 (Guotai Junan) analyzed past performance during the Federal Reserve's rate-cutting cycles, indicating that the Hong Kong market tends to rise in the 12 months following the first rate cut, suggesting a favorable environment for A/H assets [10]

Market Overview - The three major indices closed up over 1.1%, with the Hang Seng Index rising 1.16% to above 26,000 points, the Hang Seng China Enterprises Index up 1.13%, and the Hang Seng Tech Index up 1.71% [1][2] - Market sentiment is bullish, with significant gains in large tech stocks, particularly Baidu, which surged 8% [2][5] Sector Performance - Large tech stocks collectively rose, with notable increases from Baidu (+8%), Alibaba (+5.44%), and Tencent (+2.22%) [5][6] - Education stocks saw substantial gains, led by Yuhua Education, which soared over 43%, following the announcement of government subsidies for childcare and free preschool education [6][7] - Real estate and property management stocks also experienced upward momentum, with Evergrande Property rising over 20% [7][8] Investment Insights - The market liquidity remains ample, and valuation levels are considered reasonable, providing a window for allocation in tech and pharmaceutical sectors due to significant long-term recovery potential [5] - UBS anticipates strong demand for gold, projecting central bank purchases to remain robust at around 900 to 950 tons this year, slightly below last year's record [8][10] Capital Flows - Southbound funds recorded a net inflow of 7.331 billion HKD, indicating strong interest from investors [13][15] - Morgan Stanley noted that U.S. investors' interest in the Chinese market has reached its highest level since 2021, suggesting a favorable outlook for Hong Kong stocks compared to A-shares [15]

鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI AI生图再进化！图像分辨率直接卷到 2K 。 腾讯开源 混元图像2.1 （HunyuanImage2.1） ，画质直接拉满的同时，还能读懂千字长文本，甚至中英文混搭渲染。 或者搞个美洲驼的概念图，也是轻轻松松～ 新一代模型在技术上全面升级，不仅显著提升图文语义一致性和跨场景泛化能力，还能够精细控制场景、角色姿态甚至多物体描述，达成开源 生图模型中的SOTA。 模型开源之后，在Hugging Face趋势榜上一路飙升，目前已拿下第一名的宝座。 话不多说，先来看几个网友试玩感受一下。 首先康康真实场景下的表现，细腻的手部和脸部纹理，处理细节过关 海报制作上，文本渲染也相当干净。 还有每次必不可少的动漫风环节：魔女宅急便 （圆润猪咪版） 可以说，混元图像2.1更懂语义、更擅图文、更多风格、更高清画质…… 所以咱们这不赶紧上手体验一波。 四大亮点 打开官网，操作界面是酱紫的～选择需要生成的图像尺寸和数量，填写prompt （上限2048） ，就能秒获取超高分辨率图像。 我们体验了一下，总结下来这个模型有四大亮点。 亮点1：复杂语义生成能力强 得益于多样化的大规模图 ...

来源：环球网 【环球网科技综合报道】9月12日消息，腾讯官方公众号"鹅厂黑板报"今日发布辟谣信息，针对"前 OpenAI研究员姚顺雨以'上亿薪资'入职腾讯"的报道进行澄清，明确指出该消息为谣言。 根据公开资料，姚顺雨本科毕业于清华大学姚班，获普林斯顿大学计算机科学博士学位，2024年加入 OpenAI参与智能体产品operator与deep research开发。姚顺雨在博士期间提出思维树（Tree of Thoughts） 框架改进决策模型，构建CoALA模块化认知架构。其主导的ReAct方法首创语言智能体"推理—行动"交 互范式。2025年主导的Computer-Using Agent项目融入强化学习新范式，推动AI技术从训练导向转向评 估导向，提出"AI下半场"概念。（青云） ...

Market Performance - The three major indices in the Hong Kong stock market all rose by over 1.1%, with the Hang Seng Index gaining 1.16% to surpass 26,000 points, the Hang Seng China Enterprises Index increasing by 1.13%, and the Hang Seng Tech Index rising by 1.71% [1] Sector Performance - Large technology stocks collectively surged, with Baidu rising by 8% and Alibaba increasing by 5.44%, reportedly using self-developed chips to train AI models [1] - Other tech stocks such as NetEase and Kuaishou rose nearly 3%, Tencent increased by over 2%, JD.com rose by 1.46%, Xiaomi by about 1%, and Meituan closed flat [1] - Education stocks saw significant gains, with the Ministry of Finance announcing a budget of 100 billion yuan for childcare subsidies and 20 billion yuan for gradually implementing free preschool education, leading to a surge in stocks like Yuhua Education, which soared over 43% [1] - Biopharmaceutical stocks rebounded after a previous decline, while sectors such as property, gold, military, property management, heavy infrastructure, and insurance stocks also saw increases [1] Weak Performers - Local consumer stocks in Hong Kong showed weak performance, with Apple-related stocks, coal stocks, home appliance stocks, sports goods stocks, dairy stocks, and photovoltaic stocks generally declining [1] - Nearly 30 stocks in the market experienced declines of over 10%, with the small-cap stock Kaisheng Holdings leading the decline at 21.7% [1]

Core Viewpoint - In August, Tencent and Alibaba reported strong financial results, with AI becoming a new growth engine for both companies, leading to significant stock price increases and investor confidence [1][3]. Tencent - Tencent's AI revenue model focuses on enhancing existing businesses, acting as a "lubricant" to improve efficiency and revenue in gaming and advertising [2]. - The marketing services revenue increased by 20% year-on-year, attributed to AI-driven advertising platform optimization [5]. - Tencent's gaming business continues to grow, with over 20% growth for three consecutive quarters, leveraging AI for content creation and user engagement [5][6]. - The company reported a significant increase in enterprise service revenue due to GPU leasing and API usage, indicating a recovery in growth [6]. - Tencent's capital expenditure surged by 119% to 19.1 billion RMB, primarily for AI-related business support, while maintaining a strong cash flow from its core gaming and advertising operations [12][13]. Alibaba - Alibaba's AI revenue model operates in parallel with direct sales of AI products and services, particularly in its cloud business [2]. - The cloud intelligence group's revenue grew by 26%, reaching 33.398 billion RMB, driven by increased public cloud business [6]. - AI-related product revenue has maintained triple-digit growth for eight consecutive quarters, constituting over 20% of Alibaba Cloud's external commercial revenue [6][10]. - Alibaba's net profit decreased by 18% to 33.51 billion RMB due to high investments in AI and competition in the instant retail sector, leading to a significant cash flow deficit [10][11]. - The company plans to invest 380 billion RMB over three years in AI and cloud initiatives, indicating a commitment to long-term growth despite short-term financial pressures [11]. Competitive Landscape - Both companies are engaged in an AI arms race, with significant investments aimed at securing their positions in the market [3][10]. - Alibaba's strategy involves aggressive spending in the instant retail sector, which has led to substantial losses but aims to establish market dominance [10][12]. - Tencent's challenge lies in ensuring high returns on its substantial investments while managing external supply chain risks, particularly concerning GPU availability [13].

对此，微信方面表示，微信搜一搜持续优化AI搜索能力，此前，通过接入混元T1、DeepSeekR1等大模 型，提升搜索的智能化与精准度，满足用户提问类搜索需求。近日，在搜索入口和体验上进一步优化升 级：用户点击微信对话框的顶部搜索框时，可看到"深度思考"模式，还可上传图片或文件，获得更精 准、智能化的搜索结果。此外，我们还提供"AI搜索"、"问元宝"入口，给用户更丰富的智能搜索选择。 目前处于灰度测试上线期间，未灰度到的用户仍可使用原有搜索功能，体验不受影响。 北京商报讯（记者 魏蔚）9月12日，北京商报记者发现，微信搜索框下接入深度搜索和多模态能力，可 拍照、链接文件或公众号内容提问，或选择深度思考模式提问。 ...

近日有传闻称，OpenAI前研究员姚顺雨上亿薪资入职腾讯。 SFC 出品 | 21财经客户端 南财快讯工作室 编辑 | 毕凤至 金珊 9月12日上午，《辟谣财知道》注意到，腾讯官方公众号"鹅厂黑板报"发布了一则辟谣信息，"前OpenAl 姚顺雨上亿薪资入职腾讯"的报道被打上"谣言"标签。 21君荐读 公开信息显示，姚顺雨毕业于清华姚班，普林斯顿大学计算机科学博士，2024年加入OpenAI。 据智通财经报道，今年5月23日，《麻省理工科技评论》"35岁以下科技创新35人"（Innovators Under 35，简称"TR35"）中国区名单在上海发布。纵观此次入选的35人名单，30岁以下的有5人，最年轻的是 OpenAI研究员姚顺雨，只有27岁。他是OpenAI在2025年首批智能体产品operator与deep research的核心 贡献者。在前期研究过程中，他为语言智能体方向的开启和发展做出了基础性贡献。 姚顺雨提出的ReAct方法首次引入"推理—行动"结合的智能体范式，为创建具备通用性、可扩展性的语 言智能体奠定了基础。ReAct的核心理念是让大语言模型在行动前先进行可解释的内在推理，继而基于 推理结 ...