腾讯控股(00700)发布公告，该公司于2025年10月8日斥资5.51亿港元回购81.7万股股份，每股回购价格 为669.5-680港元。 ...

智通财经APP讯，腾讯控股(00700)发布公告，该公司于2025年10月8日斥资5.51亿港元回购81.7万股股 份，每股回购价格为669.5-680港元。 ...

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10月8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 。 FF305 第 2 頁 共 7 頁 v 1.3.0 FF305 確認 | 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 | | | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致：香港交易及結算所有限公司 公司名稱: 騰訊控股有限公司 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00700 | | 說明 | | | | | | | 多櫃檯證券代號 | 80700 | RMB 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 9,172,281,459 | | 0 | | 9,172,281,459 | | 增加 / 減少 (-) | | | | -19,278,239 | | 0 | | | | 本月底結 ...

Group 1 - The 2025 National Day and Mid-Autumn Festival holiday saw a significant increase in travel and consumption demand, with total consumption in the first five days growing by 10% compared to the May Day holiday [1][9] - Chongqing ranked first in both payment amount and transaction volume nationwide, indicating strong local and tourism consumption [1][9] - The Greater Bay Area experienced active cross-border consumption, with Hong Kong and Macau remaining the top destinations for mainland tourists, and cross-border payment transactions ranking first in the country [1][3] Group 2 - New first-tier cities and county-level markets are showing significant consumption potential, with 13 new first-tier cities making it into the top 20 for WeChat payment consumption [2][23] - Consumption trends are becoming more regionalized, with different cities showing distinct preferences in leisure activities and food [2][12] - Key industries such as sports and fitness, beauty and hairdressing, and travel are seeing increased activity, with notable growth in electric vehicle charging and ticket purchases via WeChat [2][11] Group 3 - Cross-border consumption in the Greater Bay Area has surged, with Hong Kong residents increasing their spending in mainland China by over 120% during the holiday [3][19] - The number of online ride-hailing orders in Hong Kong from mainland tourists increased by over five times, boosting local dining, retail, and entertainment sectors [3][19] - The report highlights a significant rise in cross-border payment transactions, with a 21% increase overall, and specific growth in transactions to countries like South Korea and Malaysia [4][17] Group 4 - The holiday period saw a 60% increase in daily visits to mini-programs by inbound tourists, indicating a growing interest in digital services for travel [5][19] - WeChat Pay transactions in countries like South Korea and Singapore grew by 46% and 32% respectively, driven by visa-free policies and local merchant support [4][17] - The report emphasizes the role of digital tools like WeChat mini-programs in facilitating cross-border and global consumption [23]

Market Performance - The Hang Seng Index fell by 128.31 points, a decrease of 0.48%, closing at 26,829.46 points [1] - The National Enterprises Index dropped by 49.51 points, closing at 9,523.87 points, a decline of 0.52% [1] - The Hang Seng Tech Index decreased by 36.11 points, closing at 6,514.19 points, down by 0.55% [1] Blue Chip Stocks - Tencent Holdings decreased by 0.37%, closing at 675 HKD [1] - Hong Kong Exchanges and Clearing fell by 0.76%, closing at 445 HKD [1] - China Mobile dropped by 0.78%, closing at 83.2 HKD [1] - HSBC Holdings declined by 0.27%, closing at 110.6 HKD [1] Local Hong Kong Stocks - Cheung Kong Holdings increased by 1.39%, closing at 37.96 HKD [1] - Sun Hung Kai Properties rose by 1.23%, closing at 94.35 HKD [1] - Henderson Land Development fell by 0.22%, closing at 27.1 HKD [1] Chinese Financial Stocks - Bank of China decreased by 0.95%, closing at 4.16 HKD [1] - China Construction Bank fell by 0.14%, closing at 7.28 HKD [1] - Industrial and Commercial Bank of China dropped by 1.06%, closing at 5.6 HKD [1] - Ping An Insurance decreased by 0.94%, closing at 52.75 HKD [1] - China Life Insurance fell by 0.37%, closing at 21.78 HKD [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation remained unchanged, closing at 4.08 HKD [1] - China National Petroleum Corporation increased by 0.42%, closing at 7.15 HKD [1] - CNOOC Limited fell by 1.39%, closing at 18.5 HKD [1]

Core Viewpoint - Goldman Sachs released its October Asia-Pacific strategy report, highlighting a list of recommended stocks based on the "Earnings Revisions Leading Indicator" criteria, focusing on Hong Kong and Chinese concept stocks [1] Group 1: Recommended Stocks - The report includes a list of stocks recommended for purchase, which are: - Tencent (00700.HK) - Alibaba-W (09988.HK) - Xiaomi-W (01810.HK) - AIA (01299.HK) - Pinduoduo (PDD.US) - Hong Kong Exchanges and Clearing (00388.HK) - Ping An Insurance (02318.HK) - Kuaishou-W (01024.HK) - Techtronic Industries (00669.HK) - China Pacific Insurance (02328.HK) - Lenovo Group (00992.HK) - ZTO Express-W (02057.HK) - Hua Hong Semiconductor (01347.HK) - Kingdee International (00268.HK) - GDS Holdings-SW (09698.HK) - AAC Technologies (02018.HK) - BYD Electronic (00285.HK) - China International Capital Corporation (03908.HK) - Weichai Power (02338.HK) - CRRC Corporation (01766.HK) - JD Logistics (02618.HK) - Swire Pacific A (00019.HK) - Miniso Group (09896.HK) - Times Electric (03898.HK) - Haitian International (01882.HK) [1]

Core Insights - The "2025 National Day and Mid-Autumn Festival Data Report" from WeChat indicates a significant increase in consumer spending during the recent holiday period, with new first-tier cities and county markets leading the growth, achieving a 10% increase in total consumption compared to the May Day holiday [1][8]. Consumer Spending Trends - Chongqing emerged as the top city in terms of WeChat payment consumption amount and transaction volume, surpassing major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [1][9]. - The report highlights that 13 new first-tier cities, including Chengdu and Suzhou, are showing strong economic potential, with cities like Wenzhou, Quanzhou, and Jinhua also making it into the top 20 for consumption [1][8]. Popular Activities and Industries - Users in Chongqing and Chengdu favored searches related to leisure activities such as "mahjong," "hiking," and "cycling," while users in major cities like Beijing and Shanghai focused on entertainment events like concerts and music festivals [2][17]. - The fitness, beauty, and travel sectors saw significant growth, with WeChat payment amounts for new energy vehicle charging stations increasing by 43% and ticket purchases for rail and passenger transport rising by 21% [2][15][16]. Cross-Border Travel Insights - The outbound tourism market was robust, with cross-border payment transactions increasing by 21% during the holiday. Countries like South Korea, Malaysia, Singapore, and Thailand saw substantial growth in transaction volumes due to visa-free policies [3][18]. - WeChat payment transactions in South Korea grew by 46%, while Singapore saw a 32% increase. In Malaysia, transactions through the local payment network PayNet surged by over 300% [3][18]. Inbound Tourism Trends - WeChat is becoming a key tool for foreign tourists to experience China, with daily visits to mini-programs by inbound users increasing by over 60% compared to last year [4]. - The number of foreign users utilizing WeChat payment for transactions in China has also significantly increased, particularly in cities like Chongqing and Chengdu, where transaction volumes have doubled compared to last year [4].

十年前你在玩什么游戏？ 节前看动漫怀旧视频，偶然想起这个话题。 2015年，我还是一只刚入职一年多的菜鸟，停留在愣头青的水准。 现在来看，口碑是确实能杀死游戏的；氪金X件套是会被玩家抛弃的；至于抄袭，虽然玩家圈子一直有定论，但在行业内依旧说不出个所以然来。而东方 云云，不过是些许过眼云烟罢了，二次元同人早被国产二游占据了大半个江山。 2015年，我正式入坑手游没多久，还会为「作品性」而感动。 当时的我，依旧沉浸在入坑作《Deemo》的余音里，对这类小清新作品无比推崇。但转过头，工作中接触的国产手游越多，我越是被页转手、端转手疯狂 洗脑，被社交传播套餐、红点套餐、大厂X件套教做人，然后终于明白什么是「手游的规矩」。 现在的0.1折手游完美诠释了当年的经典手游长啥样 十年后再回头看，这些规矩大都换了个方式存在。比如红点套餐依旧坚挺，但平均力度稍弱了些；大厂X件套的含金量还在增多，不乏当年的新兴厂商玩 出自己的X件套；曾经流水动辄几十亿的数值卡牌，蜕变为了肉鸽+X、SLG+X、放置+X的形态，全球捞金…… 写稿子的时候，我总会钻牛角尖地提「某大作口碑反噬」「某氪金机制吃相太难看」「某游抄得太厉害」这种令从业者笑话的 ...

Core Viewpoint - Chinese concept stocks are regaining popularity on Wall Street, with the KWEB index showing a 50% return this year after a significant decline from 104 USD in early 2021 to 21 USD by the end of 2024, reflecting a nearly 80% drop during a severe bear market [2][3][4] Group 1: Performance of Chinese Stocks - The recent surge in Hong Kong stocks, particularly the Hang Seng Index surpassing 27,000 points, indicates a strong interest from overseas investors, even in the absence of domestic capital due to holidays [3][4] - Major Chinese tech stocks like Alibaba and Baidu have seen significant gains, with Alibaba rising 3.59% and Baidu 2.03%, driven by themes such as cloud services and data centers [3][4] - The performance of Chinese stocks is now closely linked to the AI boom, with companies like Cambricon Technologies reporting a 43-fold increase in revenue and achieving profitability for the first time [7][8] Group 2: Investment Trends and Market Sentiment - International investors are showing unprecedented interest in Chinese stocks, with many investment banks reporting high levels of engagement during recent roadshows [4][21] - The capital expenditure by major Chinese cloud service providers (BAT) has significantly increased, with Alibaba and Baidu's capital expenditures growing by 57% and 30% respectively in Q2 2025 [16][17] - The market is witnessing a shift where foreign investors are beginning to view Chinese tech stocks as undervalued compared to their U.S. counterparts, leading to potential inflows of capital [19][22] Group 3: AI and Data Center Developments - The advancements in self-developed AI chips and the expansion of cloud services among Chinese tech giants are enhancing their valuations and attracting investor interest [4][8] - Companies like GDS and CenturyLink are identified as major beneficiaries of the growing demand for data centers, with their stock prices reflecting this trend [8][9] - The Chinese AI industry is expected to accelerate, with significant investments in infrastructure and technology, positioning it to catch up with global standards [14][15][17]