Core Viewpoint - The article highlights the growing popularity and innovative applications of digital RMB at the financial services exhibition, showcasing various engaging activities and promotions to encourage consumer adoption [1][3][7]. Group 1: Digital RMB Experience - The exhibition features an immersive 1,000 square meter area dedicated to digital RMB, allowing visitors to experience its payment convenience through various interactive setups [1]. - Banks are using promotional activities, such as one yuan coffee and blind box draws, to attract consumers to use digital RMB [3]. - A variety of engaging activities, including dart throwing and roulette, are incorporated by financial institutions to enhance the consumer experience with digital RMB [3]. Group 2: Collaborative Initiatives - Beijing Bank collaborates with cultural and culinary enterprises to create an immersive marketplace called "Digital Currency Kaleidoscope," offering activities like "Beijing" themed challenges and chances to win digital currency consumption red envelopes [3][5]. - The partnership between Hanglv Zongheng and Bank of Communications introduces a digital RMB red envelope activity, allowing users to redeem it for discounts on international flight tickets and other services [7]. Group 3: Technological Innovations - The Industrial and Commercial Bank of China (ICBC) and Meituan have developed a digital RMB prepaid card, addressing issues related to prepaid fund inquiries and refunds, ensuring payment security [7]. - ICBC has integrated digital RMB hard wallet acceptance across all 29 subway lines in Beijing, enhancing the convenience of public transport payments [7]. - Tencent is exploring cross-border payment scenarios for digital RMB, having completed "barcode interconnection" verification, allowing users to make payments in various environments using digital RMB [7].

Core Viewpoint - Tencent's Q2 financial report exceeded expectations, highlighting the success of the game "Delta Operation" which has rapidly gained popularity in the gaming market [1][3]. Group 1: Game Performance and Market Potential - "Delta Operation" achieved 12 million daily active users (DAU) in April and surpassed 20 million DAU in July, ranking among the top five in the domestic gaming industry [1]. - The game has become Tencent's new "cash cow" within just 10 months, raising questions about its potential ceiling [1]. - The success of "Delta Operation" is attributed to the resurgence of the shooting game genre, which has been underexplored in the Chinese market despite its popularity in the West [3][6]. Group 2: Game Design and Mechanics - "Delta Operation" features three main gameplay modes, with "Search, Fight, and Retreat" being the most popular, emphasizing high-risk, high-reward gameplay [18][20]. - The game incorporates a unique mechanic where players can lose their equipment upon death, enhancing the tension and excitement of gameplay [23]. - The integration of in-game and out-of-game systems, such as the use of "Havf Coins" for purchasing equipment, creates a dynamic balance in player decision-making [26][28]. Group 3: Social and Marketing Strategy - Tencent aims to position "Delta Operation" as a social phenomenon, similar to "Honor of Kings," by leveraging its strong operational capabilities [31][33]. - The game has gained traction among younger audiences, becoming a new form of social capital among players [33][34]. - Tencent's marketing strategies include offline events, celebrity endorsements, and viral content on social media platforms, contributing to the game's rapid spread beyond traditional gaming circles [33].

Industry Investment Rating - The investment rating for the computer industry is "Outperform the Market" and is maintained [1] Core Insights - The report highlights the strong performance of major companies in the AI and cloud sectors, with Tencent and Alibaba showing significant revenue growth driven by AI investments [5][6] - Tencent's Q2 revenue reached 184.5 billion, a year-on-year increase of 15%, while Alibaba's cloud revenue grew by 26% to 33.398 billion, marking a three-year high [5][6] - The report emphasizes the competitive advantage of Chinese super apps in dominating the AI entry point, contrasting with the hardware-dominated market in the U.S. [7] Summary by Sections Industry Overview - The closing index for the computer industry is 5307.24, with a 52-week high of 5841.52 and a low of 2855.49 [1] Recent Company Performance - Tencent's gaming revenue for Q2 was 40.4 billion domestically and 18.8 billion internationally, reflecting year-on-year growth of 17% and 35% respectively [5] - Alibaba's capital expenditure for Q2 was 38.676 billion, a 220% increase year-on-year, as the company aims to invest 380 billion over the next three years in AI [6] Investment Recommendations - The report suggests focusing on companies such as Tencent, Alibaba, NetEase, Kuaishou, Xiaomi, JD Group, Tencent Music, Kingdee International, Baidu, SenseTime, Kingsoft Cloud, Bilibili, Meitu, China Software International, and Inspur Digital [8]

此外，腾讯理财通首创的"理财金"模式，支持用户零成本、无门槛体验投资流程，助力权益基金发展。 在今年全国投资者保护宣传日，理财通联合二十余家头部机构，推出"百万理财金"投教活动，累计发放 虚拟理财金规模超十亿元，超百万用户参与。 腾讯数字货币部负责人李茂材表示，未来将在保障安全的前提下，不断创新应用场景，丰富服务功能。 同时，将积极配合监管部门推进数字人民币试点工作，为构建现代化支付体系、服务数字经济发展贡献 力量。 本报讯 （记者李冰）9月10日，2025中国国际服务贸易交易会（以下简称"服贸会"）在北京首钢园区开 幕。在今年"数智领航，服贸焕新"主题下，腾讯集中展出科技助力金融普惠的最新探索成果，包括腾讯 与数字人民币探索最新进展、为境外来华人士提供便利的微信支付"外卡内绑""外包内用"跨境服务、助 力大湾区互联互通的WeChat港币钱包、腾讯理财通创新投教新功能，以及基于"好用的AI"进一步推出 的混元金融大模型。 在主管部门指导下，微信支付不断优化外籍来华人士支付服务，不仅通过优化"外卡内绑"满足外籍来华 人士便捷支付服务需求，主动在机场、口岸等一线提供咨询服务，还持续拓展"外包内用"朋友圈，马来 西 ...

凤凰网科技讯 9月11日，腾讯官方宣布进一步开源图检索增强生成框架Youtu-GraphRAG。据介绍，该 框架主打大语言模型+RAG模式，把知识组织成图谱，再交给大语言模型去检索和推理，帮助大模型在 处理复杂问答类任务时减少"胡言乱语"，回答更精准、更可追溯。 这套框架在六个权威基准测试中，最高可节省90.71% Token成本；复杂推理任务准确率最高提升 16.62%；支持中英文双语，跨领域应用无需重构。 官方称，该框架适用于企业知识库问答、科研文档解析、个人知识库、私域知识管理等知识密集型场 景。 ...

Group 1 - The core idea of the news is the rise of community-driven philanthropy through Tencent's "Good Deed Map," which connects people in need with those willing to help, exemplified by the "Zhengfanmian" noodle shop in Chengdu that offers affordable meals to those in need [1][2] - The 2025 "Jiujiu Public Welfare Festival" attracted 148 million participants, resulting in 530 million good deeds being accomplished [2][3] - The "Little Red Flower" initiative allows users to earn recognition for their charitable actions, becoming a new social symbol that connects online and offline philanthropic activities [3][5] Group 2 - Various community initiatives during the festival included elderly individuals creating handmade items for exchange, volunteers assisting with medical appointments, and health screenings for women [5][12] - Over 1,800 public welfare organizations and 4,300 projects participated in the festival, showcasing a collaborative effort to enhance public engagement in philanthropy [14][16] - Major brands like 7-Eleven and McDonald's integrated philanthropy into their daily operations by promoting the "Little Red Flower" code, making it easier for consumers to contribute [16][18] Group 3 - Tencent's digital technology facilitated efficient donation processes, allowing users to track their contributions and ensuring transparency in the distribution of donated items [7][9] - The festival highlighted a shift in public perception of philanthropy, emphasizing local community support and personal connections over distant charitable acts [19] - The integration of various Tencent products and platforms into philanthropic efforts has mobilized over 240 million users, demonstrating the potential of technology to enhance charitable participation [18][19]

9月11日，腾讯优图实验室开源Youtu-GraphRAG。据介绍，这是一款全新的图检索增强生成框架，主打 大语言模型+RAG模式，把知识组织成"图谱"，再交给大语言模型去检索和推理，帮助大模型在处理复 杂问答类任务时回答更精准、更可追溯。尤其适用于企业知识库问答、科研文档解析、个人知识库、私 域知识管理等知识密集型场景。 ...

时代财经以海外上线3年以上且海外双端预估收入跻身Top50的中国手游为筛选标准，统计并发布《2025年8月中国游戏出海常青榜》（下称"《出海常青 榜》"）；同时以海外上线1年至3年且海外双端预估收入跻身Top50的中国手游为标准，统计并发布《2025年8月中国游戏出海潜力常青榜》（下称"《出海 潜力常青榜》"）。 据统计，8月共有《Gossip Harbor®: Merge & Story（下称"Gossip Harbor"）》《PUBG MOBILE》《Age of Origins》等25款游戏入围《出海常青榜》，数 量较上月持平；同时，有《Whiteout Survival》《崩坏：星穹铁道》《Top Heroes》等15款游戏入围《出海潜力常青榜》，数量较上月增加2款。 | 7 | Mobile Legends: Bang Bang | 沐瞳科技 | 2016.11 | 1596.56 | | --- | --- | --- | --- | --- | | 8 | Rise of Kingdoms | 莉莉丝 | 2018.9 | 1562.80 | | 9 | 蔚蓝档案 | 悠星网络 | 2021.2 ...

以下文章来源于公募排排网 ，作者康波 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 本文首发于公众号"公募排排网"。（点击↑↑上图查看详情） 84位百亿主动权益基金经理名单曝光！ 84位百亿主动权益基金经理名单曝光！ 公募排排网 数据显示，管理规模超百亿的基金经理仅有84位。 从学历背景来看，百亿主动权益基金经理均拥有硕士及以上学历。其中， 硕士学历的有 73人，博士学历的为11人 。拥有博士学历的百亿主动 权益基金经理分别是 葛兰、刘格菘、朱少醒、崔宸龙、黄兴亮、周云、曲扬、秦毅、蓝小康、焦巍及王贵重 。 在基金经理年限方面， 截至2025年9月7日， 百亿主动权益基金经理的 平均基金经理年限为 9.41年 。资历较深的有刘彦春（16.37年）、周蔚 文（18.47年）、朱少醒（19.83年）、赵晓东（16.03年）、傅鹏博（15.64年）、冯波（15.70年）、张军（17.52年）、史博（17.33年）。 从所属基金公司角度看， 广发基金、易方达基金、中欧基金和汇添富基金 等公司拥有数量较多的百亿主动权益基金经理，分别为9位、7位、7 位、5位和5位。 （ 点此查看百亿 ...

Core Insights - Sensor Tower released the revenue and download rankings for Chinese mobile games in overseas markets for August 2025, highlighting significant growth in the sector [1][2][3][4]. Revenue Growth - Point Cloud Interactive's game "Kingshot" saw a revenue increase of 26% in August, leading the overseas mobile game revenue growth chart, alongside "Whiteout Survival," which surpassed $3.3 billion in total revenue [1]. - Lemon Micro's "Gossip Harbor: Merge & Story" achieved a 14% revenue growth due to a successful anniversary event, securing the third position in the overseas revenue chart [1]. - Florere Game's "Last Z: Survival Shooter" experienced a 27% revenue increase, entering the top five in overseas mobile game revenue for the first time [1]. Notable Game Performances - Thunder Network's "Staff Sword Legend" saw a 74% revenue increase in August, climbing to the 18th position in the revenue rankings [2]. - Point Cloud Interactive's "Tasty Travels: Merge Game" achieved a 30% revenue growth, moving up to the 23rd position [2]. - The international version of "HAIKYU!! FLY HIGH" launched in late July, resulting in a 12.6 times revenue increase, placing it 6th in the revenue growth chart [3]. - "Hot Blood Jianghu: Return" launched in South Korea, with an 11-fold revenue increase, ranking 7th in the growth chart [3]. New Game Launches - NetEase launched "Destiny: Rising," which quickly topped the iOS download charts in the U.S. and entered the growth chart at 10th place within four days of release [4]. - The open-world survival game "Brave Land" topped the download charts in the Taiwan, Hong Kong, and Macau markets, entering the growth chart at 12th place [4]. Download Rankings - Hungry Studio's "Block Blast!" maintained its position as the top downloaded mobile game, with nearly 580 million downloads globally [5]. - Tencent's "PUBG MOBILE" ranked second in the overseas mobile game download chart, while "Whiteout Survival" saw an 11% increase in downloads, moving up to 6th in the revenue chart [6].