| 序号 | 名称 | 港股代码 | 電新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 00700 | 675.000 | -2.500 | -0.37% | TCEHY | 675.689 | +0.689 | 0.10% | | 2 | 阿里巴巴-W | 09988 | 177.600 | -2.900 | -1.61% | BABA | 176.179 | -1.421 | -0.80% | | 3 | 汇丰控股 | 00005 | 110.600 | -0.300 | -0.27% | HSBC | 111.279 | +0.679 | 0.61% | | 4 | 建设银行 | 00939 | 7.280 | -0.010 | -0.14% | CICHY | 7.272 | -0.008 | -0.11% | | 5 | 小米集团-W | 01810 | 53.850 | 0.000 | ...

Core Insights - Cross-border payment transactions and consumption amounts in China have seen significant year-on-year growth during the recent holiday period, driven by the convenience of inbound payment systems and the ongoing release of visa-free policies [1][2] - Alipay reported a nearly 40% increase in consumption amounts from global inbound tourists compared to the same period last year, with a staggering 500% increase in transactions using the "Alipay Touch" feature [1] - WeChat Pay also experienced a 21% year-on-year increase in cross-border payment transactions, particularly benefiting from visa-free policies in countries like South Korea and Singapore [2] Group 1: Inbound Payment Trends - Inbound tourists' spending in retail brands via Alipay surged over 200% compared to last year, with dining, tourism, and transportation being the most popular sectors [1] - The introduction of innovative payment services such as "external card binding" and "external package usage" has enhanced the consumer experience for inbound tourists [1] Group 2: Outbound Payment Trends - WeChat Pay transactions from South Korea increased by 46% and from Singapore by 32%, reflecting the impact of visa-free policies on cross-border travel [2] - In Malaysia, transactions through the PayNet network using WeChat Pay saw a more than threefold increase in both transaction volume and amount [2] Group 3: Payment Innovations - Alipay has partnered with tax refund agencies to launch the "Touch to Refund" service in major cities, which has seen a significant rise in transaction numbers during the holiday [3] - The data indicates a shift in domestic consumption patterns, with a 43% increase in WeChat Pay transactions for electric vehicle charging and a 21% increase in ticket purchases for rail and bus services [3]

新快报讯2025 年国庆中秋8天超长假期，全面点燃出行、消费热情。微信团队10 月 8 日公布的"2025 国 庆中秋数据报告"显示，今年黄金周假期，新一线城市、县域市场涨幅"领涨"全国，在假期前 5 天消费 总额对比今年"五一"假期（4 月 29 日-5 月 3 日）增幅达到 10%。在全国消费金额Top5的城市中，重庆 的微信支付消费金额、笔数均为第一，超越北上广深成为本次长假"双料冠军"。 国庆中秋双节，回家团圆与出门旅行，都为各地带来新活力。报告显示，10 月 1 日-5 日，按微信支付 消费金额排名，前 20 座城市中重庆、成都、苏州、东莞等13 座新一线城市与北上广深一同"领跑"。温 州、泉州、金华三座城市跻身Top20。展现了中国一线城市以外的经济潜力。 各地用户都爱在假期做什么？据微信搜一搜，重庆、成都用户最爱搜"麻将"、"徒步"、"单车"等关键 字，享受"慢度假"。北京、上海、广州和乌鲁木齐用户，搜索"演唱会"、"音乐节"等"演出经济"关键词 最多。广东茂名、河北邯郸、河南南阳用户假期搜索"夜宵"、"火锅"、"烧烤"等关键词，环比节前上升 幅度最大。 行业上，运动健身、美容美发与出行旅游一起 ...

Group 1: OpenAI Developments - OpenAI released the AgentKit toolkit, which includes a visual Agent Builder, Connector Registry, and ChatKit, providing drag-and-drop workflow orchestration and safety features, posing a threat to startups [1] - The official version of Codex was launched with new Slack integration and SDK, achieving a daily active usage increase of over 10 times in three months, with GPT-5-Codex processing over 40 trillion tokens [1] - New model interfaces such as Sora 2 API, gpt-realtime-mini, and gpt-image-1-mini were released, and ChatGPT opened Apps SDK for third-party application integration [1] Group 2: Gemini 3.0 Pro Insights - Internal testing of Gemini 3.0 Pro shows strong front-end and web programming capabilities, accurately executing complex tasks like physics engine simulations and SVG graphic generation [2] - In benchmark tests, it achieved an accuracy rate of over 20% in ARC-AGI-2 thinking mode, surpassing GPT-5 and Grok 4 with a human exam score of 32.4% [2] - Google is expected to release the Gemini 3.0 series (including Pro and Flash versions) next week, directly competing with recently released models from OpenAI and Anthropic [2] Group 3: Thinking Machines Lab Product Launch - Thinking Machines Lab launched its first product, Tinker, simplifying the fine-tuning of large models, allowing researchers to retain 90% control without dealing with complex infrastructure [3] - Tinker utilizes LoRA technology to share GPU resources across multiple tasks, supporting Qwen3 and Llama3 models, with model switching requiring only a single string parameter change [3] - The founder, Murati, aims to recreate the early OpenAI model, focusing on open research sharing and granting researchers more freedom, contrasting with OpenAI's shift towards socialization [3] Group 4: Claude Sonnet 4.5 Features - Claude Sonnet 4.5 was released, maintaining its price while achieving industry-leading results in SWE-bench Verified programming assessments, sustaining focus on complex tasks for over 30 hours [4] - The Claude Agent SDK was introduced, integrating Claude Code's underlying infrastructure, offering memory management, permission systems, and sub-agent coordination for a wide range of tasks [4] - An experimental feature, "Imagine with Claude," allows real-time software generation without pre-written code, set to be available for Max subscribers within five days [4] Group 5: GLM-4.6 Model Release - Zhiyu released the GLM-4.6 flagship model, enhancing coding capabilities by 27% compared to the previous GLM-4.5, aligning with Claude Sonnet 4 as the strongest coding model domestically, with context window expanded from 128K to 200K [5] - In tests of 74 real programming tasks, GLM-4.6 outperformed Claude Sonnet 4 while consuming over 30% fewer tokens than GLM-4.5, with all test questions and trajectories publicly available for verification [5] - GLM-4.6 achieved FP8+Int4 mixed-precision deployment on domestic chips from Cambrian and Moore Threads, launching a Coding Plan subscription starting at 20 yuan per month, supporting over 10 mainstream programming tools [5] Group 6: Sora's Market Performance - Sora topped the US App Store charts within three days of launch, achieving 164,000 downloads, surpassing Google Gemini and ChatGPT; the new "Cameo" feature ensures character consistency and audio-visual synchronization, with the Pro version generating high-quality 15-second videos [6] - Testing indicated Sora 2 scored 55% on the scientific quiz GPQA, close to GPT-4o's 72%, suggesting integration of language models for prompt rewriting and content understanding [6] - Ultraman announced plans for an "interactive fan creation" mode and revenue-sharing mechanisms, though experts warned that Sora's realistic video generation could be misused for forgery and fraud, making it difficult to discern authenticity [6] Group 7: Tencent's Mixed Yuan Image 3.0 - Tencent's Mixed Yuan Image 3.0 topped the LMArena text-to-image leaderboard, surpassing Google's Nano Banana and ByteDance's Seedream 4, becoming the strongest open-source image generation model globally, and is completely free [7] - The model employs an 80B parameter MoE architecture with native multimodal design, supporting world knowledge reasoning, 1000-token long text understanding, and precise rendering in Chinese and English, achieving commercial-grade aesthetics [7] - Tencent plans to intensively open-source the Mixed Yuan series models by 2025, maintaining leadership in 3D and video generation, and is building a comprehensive AI system covering text, image, video, and 3D applications [7] Group 8: Google Nano Banana Updates - Google Nano Banana officially opened its API, pricing image generation at approximately 0.28 yuan per image, allowing developers to embed it into their products for large-scale content production [8] - New features include aspect ratio selection, supporting over ten ratios such as 16:9, 9:16, 4:3, and 3:2, as well as a pure image output mode, making it suitable for e-commerce displays and design tools [8] - Users can manually create applications in Google AI Studio or integrate via the Gemini API, with image generation priced at 12 times that of text mode, and a maximum image size of 1024x1024 pixels [8] Group 9: Insights from Former Google CEO - Former Google CEO Schmidt believes that while the US will win the AGI race, China will dominate the humanoid robot market, similar to the electric vehicle market, citing examples like the $6,000 robot from Yuzhu Technology [9] - The US AI leadership faces an energy bottleneck, needing to add 92 gigawatts of power generation capacity by 2030; failure to address energy issues could hinder the full utilization of technological advantages [9] - The entrepreneurial barrier has dropped to zero, but competition is fierce; success hinges on rapid action and building systems around "learning" to create self-reinforcing learning loops and network lock-in effects to establish platform-level companies [9]

对于微信的撤回消息功能大家都不陌生吧？当我们发出消息后，若发现错误，在2分钟内长按消息，选择"撤回"，可撤回已发送的消息（包括文字、图 片、语音等），对方会看到"对方撤回了一条消息"的提示。 现在，撤回消息有新变化了。 部分网友发帖称，微信聊天框中长按两分钟内发送的消息并点击"撤回"时，现在有两个选择："撤回该条消息"和"撤回本次发送的全部消息"。 也就是说新增了"撤回本次发送的全部消息"选项，点击后就能直接一次性撤回本次发送的全部消息，不需要逐条操作撤回。 无论是发错的文字信息还是图片内容，都可以批量撤回。这样能有效提升消息撤回效率，解决发错多条消息时的燃眉之急，再也不怕发错消息时手忙脚乱 却撤不完的情况了。 有网友表示： 有了这个很放心！ 能解燃眉之急， 赶紧研究一下。 需要说明的是， 目前该功能还在 小范围灰度测试， 只有极少数用户可以体验， 如果你的微信还没有这个功能， 需要再等等该功能正式开放。 关于微信撤回功能 其实不同的消息类型， Word、Excel、PPT、PDF、MP3、压缩包等文件可以在发送后3小时内撤回。 因此，担心发错照片的话，我们只要换种方式发，即使超过了2分钟也可以撤回。 打开需 ...

Group 1 - The communication sector underperformed the market in September, with the communication index down 0.15% compared to a 3.20% increase in the CSI 300 index, ranking 14th among 31 primary industries [2][14] - The PE valuation for the communication sector was 23.8 times in September, slightly below the historical median of 33.6 times over the past decade [2][16] - Key performers in the communication sector included optical devices, IDC, and optical fiber cables, with notable stock increases from companies like Tengjing Technology (+66%), Chunzong Technology (+92%), and Yuanjie Technology (+44%) [2][22] Group 2 - The global AI sector remains robust, with North American CSPs planning to invest over $370 billion in capital expenditures for FY2025, a 40% increase year-on-year [3][27] - Oracle reported a significant increase in its remaining performance obligations (RPO), reaching $455 billion, indicating strong future revenue potential [3][30] - The global Ethernet switch market is projected to reach $14.5 billion in Q2 2025, reflecting a 42.1% year-on-year growth, driven by data center demand [3][33] Group 3 - Domestic CSPs in China are expected to invest over 450 billion yuan in AI computing power by 2025, with companies like Alibaba and Tencent leading the charge [4][50] - The industrialization of domestic super-node data centers is accelerating, with Alibaba launching its new generation of AI servers and Huawei showcasing significant advancements in computing clusters [4][52][58] - The demand for optical modules remains high, with ongoing advancements in CPO and OCS technologies, as major chip manufacturers increase their orders to meet AI server requirements [4][70] Group 4 - Investment recommendations emphasize the importance of AI computing infrastructure, suggesting continued focus on optical devices, communication equipment, and liquid cooling technologies [5][21] - The three major telecom operators are highlighted as important assets for long-term investment due to their stable operations and increasing dividend payouts [5][21] - A recommended investment portfolio includes China Mobile, Zhongji Xuchuang, ZTE, and Guanghetong for September 2025 [5][21]

Core Viewpoint - The game "Honor of Kings" is experiencing technical issues, leading to player complaints about data corruption and penalties on player reputation scores [2][4]. Group 1: Game Issues - Players reported receiving a message indicating "data resource corruption" and were advised to restart the game client for resource repair [2]. - The game developer, Tencent's TiMi Studio Group, acknowledged the issue and is working on a fix, apologizing for the inconvenience caused to players [4]. Group 2: Game Background - "Honor of Kings" is a multiplayer online battle arena (MOBA) mobile game developed and operated by Tencent Games' TiMi Studio Group, officially launched on November 26, 2015, on Android and iOS platforms [6]. - The game has previously been known by names such as "Hero Battle" and "King's Alliance," with its international version titled "Arena of Valor" [6].

Core Viewpoint - The article discusses a recent issue with the game "Honor of Kings," where players reported a message indicating "data resource corruption" and subsequent penalties to player reputation points. The game's developer, Tencent's TiMi Studio Group, acknowledged the problem and is working on a fix [1][5]. Group 1 - The game "Honor of Kings" experienced technical issues leading to player complaints about data corruption and reputation penalties [1]. - Tencent's response indicated they are actively addressing the issue and appreciate player support and understanding [5]. - "Honor of Kings" is a popular MOBA mobile game developed by Tencent, officially launched on November 26, 2015, and has undergone name changes and has an international version called "Arena of Valor" [7].

Core Viewpoint - Goldman Sachs released its October Asia-Pacific strategy report, highlighting a list of recommended stocks based on the "earnings revision leading indicator" criterion, focusing on Hong Kong and Chinese concept stocks [1] Group 1: Recommended Stocks - Tencent (00700.HK) is included in the list of recommended stocks [1] - Alibaba-W (09988.HK) is also featured as a buy recommendation [1] - Xiaomi-W (01810.HK) is highlighted as a potential investment opportunity [1] - AIA Group (01299.HK) is part of the recommended stocks [1] - Pinduoduo (PDD.US) is listed among the buy stocks [1] - Hong Kong Exchanges and Clearing (00388.HK) is included in the recommendations [1] - Ping An Insurance (02318.HK) is mentioned as a buy [1] - Kuaishou-W (01024.HK) is part of the recommended list [1] - Techtronic Industries (00669.HK) is highlighted as a potential investment [1] - China Pacific Insurance (02328.HK) is included in the buy recommendations [1] - Lenovo Group (00992.HK) is featured in the list [1] - ZTO Express-W (02057.HK) is also recommended [1] - Hua Hong Semiconductor (01347.HK) is part of the buy list [1] - Kingdee International (00268.HK) is included in the recommendations [1] - GDS Holdings Limited-SW (09698.HK) is highlighted as a potential investment [1] - AAC Technologies (02018.HK) is part of the recommended stocks [1] - BYD Electronic (00285.HK) is included in the buy recommendations [1] - China International Capital Corporation (03908.HK) is featured in the list [1] - Weichai Power (02338.HK) is mentioned as a buy [1] - CRRC Corporation (01766.HK) is included in the recommendations [1] - JD Logistics (02618.HK) is part of the recommended stocks [1] - Swire Pacific A (00019.HK) is highlighted as a potential investment [1] - Miniso Group (09896.HK) is included in the buy recommendations [1] - Times Electric (03898.HK) is part of the recommended list [1] - Haitian International (01882.HK) is also featured in the recommendations [1]

Core Viewpoint - Tencent Holdings (00700.HK) announced a share buyback of 817,000 shares at a cost of HKD 550 million on October 8 [1] Group 1 - Tencent spent HKD 550 million on the buyback [1] - The number of shares repurchased was 817,000 [1]