智通财经APP获悉，9月8日,阿里巴巴-W（09988）、地平线机器人-W（09660）、腾讯控股（00700） 南向资金净流入金额位列市场前三，分别净流入51.40 亿、13.75 亿、10.76 亿 泡泡玛特（09992）、快手-W（01024）、美图公司（01357）南向资金净流出金额位列市场前三，分别 净流出-6.49 亿、-5.81 亿、-4.72 亿 在净流入比方面，标智香港100（02825）、中石化冠德（00934）、昆仑能源（00135）以100.00%、 72.10%、63.22%位列市场前三。 在净流出比方面，讯飞医疗科技（02506）、VTECH HOLDINGS（00303）、网龙（00777） 以-48.28%、-45.83%、-45.72%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 阿里巴巴-W(09988) | 51.40 亿 | 25.60% | 137.300（+4.17%） | | 地平线机器人-W(09660) | 13.75 亿 | 24.13% | 10 ...

Group 1: Event Overview - The 2025 China International Service Trade Fair opened in Beijing on September 10, showcasing over 30 Shenzhen enterprises and institutions under the theme "Digital Intelligence Empowerment, Deep Chain Global" [1] - The event highlighted Shenzhen's achievements in becoming a national pilot city for comprehensive service trade innovation and development [1] Group 2: Technological Innovations - SF Express showcased its "SF Super Brain" platform, which integrates big data and AI algorithms to optimize logistics resources, resulting in over $1 billion in economic benefits and a reduction of millions of tons of CO2 emissions [4] - Silverwing Technology presented comprehensive service solutions leveraging digital and intelligent technologies for enterprise operations and government services [6] - WiseHub's legal AI model application platform and humanoid robots from UBTECH were significant highlights, demonstrating the trend of "Artificial Intelligence+" [7] Group 3: New Product Launches - Shenzhen New Translation Technology introduced "Subtitle Genie-MossVox," an advanced solution for real-time translation and meeting support, enhancing the experience of high-end international conferences [11] - Tencent unveiled several innovations, including the "WeChat Hong Kong Dollar Wallet" and the "Mixed Yuan Financial Model," aimed at improving financial services and user experience [12][14] Group 4: Economic Impact - In 2024, Shenzhen's service trade reached a record high of over $140 billion, with digital trade exceeding $60 billion and knowledge-intensive services accounting for over 40% [14][15] - Shenzhen's service trade is positioned as a leader in national innovation, closely linked to the city's high-tech industry development [15]

智通财经APP获悉，周三，美股三大指数涨跌不一，恒生指数ADR下跌，按比例计算，收报25977.35点，较香港收市下跌222.91点或0.85%。 大型蓝筹股绝大多数下跌，汇丰控股收报106.518港元，较香港收市涨2.03%；腾讯控股收报627.936港元，较香港收市跌0.88%。 | 序号 | 名称 | 港股代码 | 涨跌额 | 涨跌幅 | ADRICIS | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | ADR載 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 9 00700 | +6.500 | 1.04% | TCEHY | 627.936 | -5.564 | -0.88% | | | 2 | 阿里巴巴-W | 09988 | +0.900 | 0.63% | BABA | 140.148 | -2.652 | -1.86% | | | 3 | 建设银行 | 00939 | +0.220 | 2.84% | CICHY | 7.903 | -0.067 | -0.84% | | ...

1、恆指：看好投資者認為明天26600，殺熊證，繼續牛證（收回價26488）；看淡投資自責認為26300已封頂 ，入熊證。 Simon:恆指越升越有，全日突破保力加通道頂部，高位26296元。全日收在26200點。目前技術信號總結為"賣出"，雖然走勢上升但逼近頂部，不排除會有技 術性的調整。阻力位26554點和27100點。如果繼續短期看好的投資者，留意需要挑戰第一個第一個阻力位。擔心回調的話，留意下方支持位在25600點和 25200點。當我們選擇牛熊證的時候，要留意收回機制，選擇產品的時候，要選擇自己認為不會去到的那個價位，相對安全一些。假設要牛證，而支持位在 25600點和25200點，而買牛證當然是看升，需要判斷恆指是否會去到這兩個支持位，如果有機會去到的話，選擇牛證的收回價在25100，比支持位低一點會 更安全一些。選擇收回價氛圍後，再對比不同條款，在同個收回價的產品下。對比輪價或杠杆等。選擇比較擇優的產品。 極指 (HSI) 賣出信號 買入信號 信號總結 中立信號 賣出 9 8 4 3、騰訊控股 (00700.HK)：股價不斷突破，有機會挑戰歷史高位嗎？窩輪市場上，持有認購證。行使價730元。也有 ...

Group 1 - Nvidia launched the Rubin CPX GPU designed for long-context inference, capable of processing millions of tokens at once, supporting software development and video generation tasks [1] - The Rubin CPX GPU will be part of the Vera Rubin NVL144 CPX platform, providing 8 exaflops of AI computing power, which is 7.5 times that of the GB300 NVL72 system [1] - The system features 100TB of high-speed memory and 1.7 PB/s memory bandwidth, expected to be available by the end of 2026, promising unprecedented performance and efficiency for long-context tasks [1] Group 2 - Claude introduced a significant update allowing direct creation and editing of Excel, Word, PPT, and PDF files, outputting usable file formats [2] - The system is equipped with a private computing environment capable of writing code to generate various documents, supporting advanced data analysis and file operations [2] - This functionality is available to Max, Team, and Enterprise users, with Pro users to gain access in a few weeks, allowing file uploads or demand descriptions for Claude to process [2] Group 3 - Tencent released the AI CLI tool CodeBuddy Code and opened public testing for CodeBuddy IDE, supporting unlimited use of the DeepSeek model [3] - The system is designed for professional engineers, enabling natural language-driven development and operations, supporting multi-agent collaboration and deep integration with Git/CI/CD [3] - AI programming is evolving towards L4-level AI software engineering, with CLI becoming the foundational infrastructure, showing a 40% reduction in coding time and an increase in AI code review contributions from 12% to 35% [3] Group 4 - Kuaishou launched the AIGC super employee Kwali, capable of generating complete short videos from a single sentence, automating the entire process from script to publication [4] - The system is driven by a multi-agent framework, including intent parsing, script generation, shot matching, and editing, integrated with a material library [4] - Kwali allows independent manipulation of video elements on a timeline, enabling rapid video production that previously required multiple teams [4] Group 5 - Fellou CE created a "seamless continuum experience," achieving continuous interaction, task decomposition, and memory continuity [5] - The system supports cross-application execution, multimodal conversion, and dynamic workflow orchestration, successfully applied in travel planning and content creation [6] - Fellou CE introduced core features like "deep search" and "visual report generation," enhancing user control and productivity [6] Group 6 - Tencent released the open-source text-to-image model "Hunyuan Image 2.1," supporting native 2K images and achieving industry-leading performance in semantic understanding and text generation [7] - The model can handle prompts of up to 1000 tokens, generating detailed scene descriptions and supporting various styles [7] - Hunyuan Image 2.1 utilizes a 32x compression VAE and dual text encoders to improve training stability, reducing inference steps from 100 to 8 [7] Group 7 - Google launched an AI system to assist researchers in writing "expert-level" scientific software, combining large language models with tree search algorithms [8] - The system acts as a "mutation" engine during the search process, integrating and reorganizing research ideas from scientific literature [8] - It has shown exceptional performance in genomics, geospatial analysis, and neuroscience, marking a shift from one-time code generation to quantifiable scientific goal-oriented software evolution [8] Group 8 - a16z partners discussed that agents are not universal but systems composed of multiple agents, each specializing in specific tasks, leading to microservices and domain specialization [9] - Experts are becoming the biggest beneficiaries of AI, achieving a tenfold productivity increase, changing the nature of work rather than just output [9] - Each platform transition alters the abstract layer of human-computer interaction, with AI revolutionizing workflows and creating numerous vertical entrepreneurial opportunities [9] Group 9 - Elon Musk revealed that the Optimus humanoid robot will have near-human dexterity, costing around $20,000, with challenges mainly in hardware design [10] - The Tesla AI5 chip is expected to achieve a 40-fold performance leap over AI4, with software upgrades enabling Tesla cars to exhibit "awareness" [10] - The third-generation Starship will have a payload capacity exceeding 100 tons, aiming for full reusability next year, with human self-sufficiency on Mars projected within 25 years [10]

Group 1 - Tencent Holdings repurchased 866,000 shares on September 10 at a price range of HKD 628.500 to HKD 638.500, totaling HKD 550 million [2] - The stock closed at HKD 633.500 on the same day, marking a 1.04% increase with a total trading volume of HKD 12.19 billion [2] - Since August 18, the company has conducted share buybacks for 18 consecutive days, acquiring a total of 16.41 million shares for a cumulative amount of HKD 9.911 billion, with the stock rising 7.01% during this period [2] Group 2 - Year-to-date, Tencent has executed 80 buybacks, totaling 105 million shares and an aggregate repurchase amount of HKD 49.954 billion [2] - The detailed buyback data shows consistent repurchase activity with varying prices, indicating a strategic approach to managing share value [3][4]

Market Overview - On September 10, the Hang Seng Index rose by 1.01%, closing at 26,200.26 points, with a total net inflow of southbound funds through the Stock Connect amounting to HKD 75.66 billion [1][3] - The total trading volume for the Stock Connect on the same day was HKD 1,393.07 billion, with a net buy of HKD 75.66 billion [1] Stock Performance - In the Shanghai Stock Connect, the total trading volume was HKD 867.41 billion, with a net buy of HKD 25.36 billion; in the Shenzhen Stock Connect, the trading volume was HKD 525.66 billion, with a net buy of HKD 50.30 billion [1] - The most actively traded stock in the Shanghai Stock Connect was Alibaba-W, with a trading volume of HKD 1,090.16 million and a net buy of HKD 242.57 million, closing up by 0.63% [2] - In the Shenzhen Stock Connect, Alibaba-W also led with a trading volume of HKD 589.33 million and a net buy of HKD 208.56 million, closing up by 0.63% [2] Notable Stocks - The stock with the highest net sell was Pop Mart, with a net sell of HKD 129.84 million, closing down by 4.51% [2] - Other notable stocks included Semiconductor Manufacturing International Corporation (SMIC) with a net buy of HKD 11.94 million and a closing increase of 3.61%, and Tencent Holdings with a net buy of HKD 2.32 million, closing up by 1.04% [2]

本报讯 （记者李豪悦）9月10日，2025微信广告生态合作伙伴大会现场披露，过去一年，微信广告已助 力近800万开发者及创作者变现提收。 微信公众号在长青的基础上实现突破。2025年8月份，日均发布图文的创作者数量同比去年增长显著， 图文日均阅读量同比增长3倍以上。公众号的生态增长持续激发商业潜力，变现创作者数量和广告收入 稳定上升。 视频号生态也在快速增长，也促成了更多"好生意"。数据显示，2025年1月份至8月份，腾讯广告互选平 台变现创作者数量同比提升209%，收入规模同比增长205%。 小游戏商业化表现强劲。据了解，微信小游戏变现收入已连续四年同比增长，玩家规模和时长也维持稳 健上升趋势，"打个螺丝"等小游戏成功爆火出圈。为更好服务小游戏开发者，今年微信广告推出多项广 告组件创新。例如，通过在小游戏激励广告中引入拼图、多图轮播等创新形式，以及倒计时激励、外显 转化数据等多种促进转化、体验优化的形态样式，让用户留存与付费意愿同步提升。 2025微信广告生态合作伙伴大会数据显示，今年8月份小游戏变现开发者数量较1月份实现双位数增长； 今年前五个月在投小游戏数量同比增长165%，IAA广告主数量增长190% ...

Group 1 - The Hong Kong stock market continues to strengthen, with the Hang Seng Index rising 1.01% to surpass the 26,000-point mark, marking a four-day winning streak [2][5] - Major technology stocks have driven the market upward, with JD.com up 3.6%, Baidu up 2.8%, Meituan up 2%, Tencent up 1%, and Alibaba up 0.6% [3][5] - The Hang Seng Technology Index increased by 1.27%, closing at 5902.69, with notable gains from Bilibili, Lenovo, and JD.com [4][6] Group 2 - The financial sector also saw significant gains, with notable increases in bank stocks, particularly Agricultural Bank of China, which rose by 3.5% [5] - Other sectors such as semiconductors, entertainment, real estate, consumer electronics, telecommunications, and coal also experienced upward movement, while sectors like steel, photovoltaic, and lithium battery stocks faced declines [5][6] - The overall trading volume was 288.21 billion HKD, with a short-selling amount of 32.935 billion HKD, representing 11.43% of the total trading volume [5] Group 3 - The market is experiencing a structural rally, with technology and financial sectors leading the charge, while other sectors show mixed performance [5][7] - Tencent and Alibaba have reached near four-year highs, with Tencent's stock price at 633.50 HKD, approaching its historical high of 701 HKD [7] - Recent inflows into the Hang Seng Technology ETF indicate a growing interest, with over 3 billion HKD net inflow in the past month [7] Group 4 - Foreign investment in the Hong Kong market is showing a structural preference, particularly in technology, finance, and certain consumer and manufacturing sectors, driven by expectations of interest rate cuts by the Federal Reserve [9]

Market Overview - US stock indices reached new closing highs, driven by rising expectations of interest rate cuts, with the Nasdaq China Golden Dragon Index increasing by 1.48% [1] - Hong Kong stocks also performed well, with the Hang Seng Index rising over 1% and stabilizing above the 26,000-point mark, led by strong performances from major tech companies like Tencent and Alibaba [1] Company Performance - Tencent and Alibaba both reached nearly four-year highs during intraday trading, indicating strong market sentiment [1] - Other notable performers included Kingsoft Cloud, which rose over 8%, and Bilibili, which increased by over 7% [1] Sector Analysis - The AI sector is showing strong revenue and profit growth, significantly impacting the advertising and cloud computing businesses of internet giants [5] - Tencent's advertising revenue continued to grow at 20%, while Alibaba Cloud's growth rate accelerated to 26% [5] - The introduction of AI applications is expected to further enhance growth opportunities for internet platforms [5] Investment Trends - The Hong Kong Internet ETF (513770) has shown strong performance, with a recent four-day increase and a daily trading volume exceeding 900 million yuan [2] - The ETF's underlying index has outperformed the Hang Seng Tech Index by over 10 percentage points, highlighting its strong growth potential [7] - The ETF has attracted significant capital inflow, with nearly 2.5 billion yuan in net inflows over the past 20 days [8] Economic Indicators - Recent data from the US Labor Statistics indicated a downward revision of 911,000 in non-farm employment growth, reinforcing market expectations for a Federal Reserve interest rate cut [4] - The probability of a 25 basis point rate cut in the upcoming Fed meeting is nearly 100%, with some investors betting on a 50 basis point cut [4] Fund Performance - The Hong Kong Internet ETF has surpassed 10 billion yuan in size, achieving a historical high, with an average daily trading volume of nearly 600 million yuan [10] - The top four holdings in the ETF include Xiaomi, Tencent, Alibaba, and Meituan, collectively accounting for 54.74% of the fund [6]